Merryn Talks Money

Latest Episodes:

The Capital Cycle Is Turning Aug 10, 2026

Show notes

What is "capital-cycle" investing and why does it matter for your portfolio? Luke Bridgeman, Senior Partner and Portfolio Manager at Hosking Partners joins Merryn Somerset Webb for a discussion on why supply, not demand, is the key to finding the best investment opportunities. The pair also discuss investing in Japan, energy markets, and why the shipping industry might be easier to break into than you think.

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Markets Wrap: Gold Rallies, AI Briefly Blows Up and the UK Market Still Needs Saving Aug 07, 2026

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It's been a tumultuous few weeks for markets, and yet nothing much has changed. Join Merryn Somerset Webb and John Stepek as they discuss why an AI hedge fund implosion and US intervention in the Japanese yen appear to have merely strengthened market optimism. Meanwhile, the FTSE 250 has hit a new record high, even as the underlying need for practical policy help to save the UK market from extinction becomes ever more urgent.

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You Are Unhappy Because You Aren't Taking Enough Risk Aug 03, 2026

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Have we become too risk-averse? This week John Stepek and Bloomberg Opinion columnist Allison Schrager discuss her new book, Worth the Risk, and why avoiding risk could be holding back both individuals and economies. They explore the challenges of retirement planning, whether homeownership is still a rewarding investment and what history can teach us about navigating the future of AI.

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Markets Wrap: Trouble Ahead For The AI Money Machine? Jul 31, 2026

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Large sections of the debt and equity markets now depend on the ongoing growth of a vast AI ecosystem that ranges from chipmakers to hyperscalers to end-consumers. Does this week's drama in the South Korean Kospi market point to a wider problem? On this week's Merryn Talks Money Markets Wrap, Author of the Money Distilled newsletter John Stepek, is joined by Bloomberg's Private Companies Managing Editor, Neil Callanan to talk through the the AI industry's growing reliance on debt, concerns about circular financing, and whether or not any crash here could spill over into the wider financial system.

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Hot Tips for Saving Money on Summer Vacation (Re-run) Jul 29, 2026

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On today's personal finance edition of Merryn Talks Money, we're playing an episode that first aired in July 2025 when hosts Merryn Somerset Webb and John Stepek, shared their top money-saving tips for helping you get the most out of your holiday.

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Are We Repeating the Biggest Mistake of 1873? Jul 27, 2026

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Pulitzer Prize-winning author Liaquat Ahamed joins Merryn Somerset Webb to discuss 1873: The First Great Depression and the Making of the Modern World, exploring how the first truly global financial crash reshaped economics, politics and society for decades to come. Together, they unpack striking parallels between the railway boom of the 1870s and today's AI investment frenzy, asking whether history is once again rhyming—and what investors should learn before the next bubble bursts.

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Markets Wrap: Inflation Means Bad News for Burnham Jul 24, 2026

Show notes

Even as Britain welcomed a new Prime Minister this week, renewed conflict in the Middle East threatened to remove what little breathing space he may have had, pushing up everything from oil to food prices. This week, John Stepek is joined by Bloomberg macro strategist Simon White to discuss why inflation matters so much for asset prices, what it might mean for the increasingly indebted AI companies, and what it all means for your money. Check out this week's Merryn Talks Money Markets Wrap.

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What the Next Generation Wants From Wealth Managers: Part 2 Jul 22, 2026

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Here is the second part of our special broadcast on how the next generation of investors is changing the wealth management industry. Merryn Somerset Webb brings together Bloomberg's John Stepek, Bytetree's Charlie Morris and Jean-Damien Marie, Global Head of Investments for Barclay's Private Bank and Wealth Management.
Join us in Edinburgh for Fringe Festival!
https://www.edfringe.com/tickets/whats-on/the-butcher-the-brewer-the-baker-and-merryn-somerset-webb

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Is Asia's AI Boom Creating the Next Investment Bubble? Jul 20, 2026

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Asia's AI-fueled market rally has created huge winners — but also growing risks. In this episode, Merryn Somerset Webb speaks with Invesco fund manager Fiona Yang about why Korea's AI boom has become increasingly volatile, where she's still finding value in China and India and why the next generation of winners may be the companies using AI rather than building it.
Join us in Edinburgh for Fringe Festival!
https://www.edfringe.com/tickets/whats-on/the-butcher-the-brewer-the-baker-and-merryn-somerset-webb

See omnystudio.com/listener for privacy information.

Markets Wrap: SpaceX Returns to Earth, UK Sheds More Stocks Jul 17, 2026

Show notes

It's been a week of turning points in markets: from Japan's shifting stance on the weak yen, to star fund manager Terry Smith revisiting his "buy and hold" strategy, to incoming British Prime Minister Andy Burnham's apparent last-minute change of heart on chancellor, to SpaceX falling below its IPO price. One thing that didn't change - the UK market keeps shedding stocks. What does it all mean for your money? Merryn and John sum up a hectic week in the Merryn Talks Money Market Wrap.
https://www.edfringe.com/tickets/whats-on/the-butcher-the-brewer-the-baker-and-merryn-somerset-webb
https://www.fundsmith.co.uk/media/lfhpxi1x/fundsmith-equity-fund-semi-annual-letter-to-shareholders-2026.pdf

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