Merryn Talks Money

Latest Episodes:

Live from Fringe: What Would Adam Smith Think of the UK Deficit? Aug 23, 2024

Show notes

Ruffer Fund Manager Duncan MacInnes, Dominic Frisby, British author and comedian, and Adam Dixon, Adam Smith Chair in Sustainable Capitalism join Merryn for the first day of her run at Adam Smith's Panmure House for the Edinburgh Fringe Festival.
They tackle questions like are political leaders dulling innovation with regulation? Is too much protectionism bad for capitalism? And how should investors position themselves at a time when politicians are too focused on dividing the pie, rather than growing it?

See omnystudio.com/listener for privacy information.

Listen Now: Misconception Aug 11, 2024

Show notes

Reality TV stars are freezing their eggs on camera. Lawmakers in DC are debating federal protection for IVF. Hundreds of millions of dollars are being invested in slick startups that market fertility treatments for all. But this rapid growth has revealed cracks in the system. Misconception, a new series from Bloomberg’s Prognosis, follows reporter Kristen V. Brown on her own intimate journey as she uncovers the business of fertility. Along the way, she finds a fractured industry — a profit-driven field of medicine that thrives on dueling messages of hope and fear as people gamble everything for a chance at a baby.

See omnystudio.com/listener for privacy information.

Anne Applebaum Says Trump 2.0 Might Be Good News For Dictators Aug 09, 2024

Show notes

Merryn and John are still OOO, enjoying their summer break, so on today's episode, we bring you a conversation between Stephanie Flanders and author and journalist Anne Applebaum about her latest book Autocracy, Inc: The Dictators Who Want to Run The World.
She says a network of dictators from China to Venezuela could be the beneficiaries of a welcoming White House should Donald Trump win the US election come November and warns that the self-proclaimed dealmaker and convicted felon’s foreign policy may be more personal and even less predictable in a second term.

See omnystudio.com/listener for privacy information.

Money Stuff: The Podcast: Guy on Twitter: PSUS, Left, ETFs Aug 02, 2024

Show notes

As a special treat whilst Merryn and John are away, we're bringing you the latest episode of Money Stuff: The Podcast.
Matt and Katie discuss Pershing Square USA's IPO, Citron Research's short-and-distort charges, bond market liquidity, and Katie's trip to Paris to watch running.

See omnystudio.com/listener for privacy information.

How to Trade in a Radically Reshaped Economy Jul 26, 2024

Show notes

On this week’s Merryn Talks Money, Lawrence McDonald, founder of The Bear Traps Report, joins to discuss his book How to Listen When Markets Speak: Risks, Myths and Investment Opportunities in a Radically Reshaped Economy. In the book, McDonald discusses the predictive model he developed in the aftermath of Lehman Brothers’ collapse, outlining actionable trading ideas for a radically reshaped economy.

See omnystudio.com/listener for privacy information.

The Secret to a Contrarian Investor's Success Jul 19, 2024

Show notes

Alec Cutler of Orbis Investments joins to explain what’s behind his fund’s decade of strong returns. Plus, senior reporter John Stepek joins to discuss what a Trump Presidency might mean for your money.

See omnystudio.com/listener for privacy information.

Why Holding For the Long Term Is For Amateurs Jul 12, 2024

Show notes

Cape Wrath Capital’s Adam Rackley explains why on this week’s Merryn Talks Money. He also discusses why he thinks the time for UK small caps is here, what he currently holds and what might make it into the portfolio soon.

See omnystudio.com/listener for privacy information.

Beware of the ‘Concentrated’ AI Chipmaker Bubble Jul 05, 2024

Show notes

MacroStrategy’s James Ferguson tells Merryn Talks Money there are better places to put your money. Plus, senior reporter and Money Distilled author John Stepek on what a Labour government means for markets.

See omnystudio.com/listener for privacy information.

Why UK Bosses Need More Skin in The Game Jun 28, 2024

Show notes

Activist investors are on a mission to persuade large British businesses to move from London’s stock market to those of New York. Liad Meidar, founder and managing partner of Gatemore Capital Management, joins this week’s episode of Merryn Talks Money to discuss what’s driving this westward push and the steps London can take to head it off.
The main incentive for companies to drop London for the Big Apple is the valuation gap. FTSE 100 companies trade at little more than half of the valuation of those on the S&P 500 on a forward price-to-earnings basis. The reason? Meidar says it’s the cost of capital, the UK takeover code and how board members are incentivized. Address those issues, and you’re on your way to solving the problem.

See omnystudio.com/listener for privacy information.

This Swiss Private Bank Is Bullish on Britain, Japan and Copper Jun 21, 2024

Show notes

On this week’s episode of Merryn Talks Money, Peter Kinsella, global head of FX strategy at Union Bancaire Privee Ubp SA, joins host Merryn Somerset Webb to explain the bullish case he and his team are making for the UK. Earlier this year, UBP opened an initial allocation towards Britain, a first for the Swiss private bank.

See omnystudio.com/listener for privacy information.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected