Merryn Talks Money

Latest Episodes:

Trump, Trade Wars and the Basis Trade Apr 10, 2025

Show notes

In this week's roundup, Merryn Somerset Webb, speaks with Money Distilled newsletter author John Stepek about trade wars, the end to American exceptionalism and President Donald Trump might actually be winning.
https://www.bloomberg.com/news/newsletters/2025-04-09/everything-you-need-to-know-about-the-basis-trade-spooking-markets

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Why Hiring a UK Mortgage Broker Is Probably a Good Idea Apr 08, 2025

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In this week’s installment of Merryn Talks Your Money, hosts Merryn Somerset Webb and Money Distilled author John Stepek continue their UK housing mini-series. On this episode, they question the value-add of mortgage brokers when buying a home in Britain. How essential are they?

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Why This Is China’s Year in Markets Apr 04, 2025

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It wasn’t long ago that China was considered “uninvestable” and that the “exceptional” US market was the only game in town. That’s not the case anymore. According to Edward Cole, Man Group’s head of multi-strategy equities, nothing is permanently exceptional or uninvestable. Once you accept that premise, the great rotation currently underway makes a lot more sense.

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Tariffs, Brexit Benefits and the Minimum Wage Apr 03, 2025

Show notes

In this week's roundup, Merryn Somerset Webb, speaks with Money Distilled newsletter author John Stepek about how US tariffs have highlighted a benefit of Brexit and why they believe the minimum wage is too high.

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How to Buy a House in the UK Right Now Apr 02, 2025

Show notes

We're kicking off our special series on how to navigate the UK housing market. Professor Yolande Barnes at University College London joins host Merryn Somerset Webb to discuss the market as a whole: what’s the outlook for home prices, what’s the best strategy when purchasing your first property and why the UK is at risk of an oversupply in houses.

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There’s a Stock Picker’s Paradise Waiting for You Mar 28, 2025

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Alyx Wood, chief investment officer of UK-focused hedge fund Kernow Asset Management, joins Merryn this week. We discuss his contrarian approach to investing, where he is short, where he is long, and why he's decided to focus on UK equities.

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Spring Statement Reaction: Reeves’s Margin of Safety Looks Too Narrow Mar 27, 2025

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In this week's roundup, Merryn speaks with Money Distilled newsletter author John Stepek about Chancellor Rachel Reeves's Spring Statement. They discuss what it means for your money, and why despite the Chancellor’s cuts and tweaks, the UK’s fiscal head room remains inadequate.

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Where to Invest $1 Million Right Now Mar 26, 2025

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Bloomberg personal finance reporter Suzanne Woolley is back on Merryn Talks Your Money. She discusses her latest in the 'Where to Invest' series, where four investment experts share suggestions on where they'd put $1 million right now. Ideas include European stocks, multifamily housing and art.

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Buy and Hold is Dead. Billionaire Michael Spencer on Why Good Investors Trade A Lot. Mar 21, 2025

Show notes

UK billionaire Michael Spencer joins Merryn this week to explain why he’s betting big on Nutshell Asset Management’s trading strategy.

There isn’t much everyone agrees on in markets. But one thing you rarely hear an argument against is the importance of trading as little as possible. The higher your turnover, the higher your costs go and the worse your overall performance will be. So find good quality stocks you have faith in and hold them for the very long term—Warren Buffett or Nick Train style.
Or maybe don’t. Spencer, the billionaire behind one of the world’s biggest financial brokerage fortune, says the low turnover story is old hat. There has been a change in market structure, he says, and trading costs today are “microscopic” compared with even a few years ago.

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Sort Your Finances Out Before Reeves’s Big Day Mar 19, 2025

Show notes

In this week's roundup, Merryn speaks with Money Distilled newsletter author John Stepek about Chancellor Rachel Reeves's upcoming fiscal event and what it could mean for your finances.

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