96 episodes
Merryn Talks Money Bloomberg
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- Business
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4.2 • 23 Ratings
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Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can use to help them make better saving and investing choices.
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The Secret to a Contrarian Investor's Success
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.
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Why Holding For the Long Term Is For Amateurs
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.
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Beware of the ‘Concentrated’ AI Chipmaker Bubble
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.
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Why UK Bosses Need More Skin in The Game
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.
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This Swiss Private Bank Is Bullish on Britain, Japan and Copper
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.
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Why Now Is the Moment for Bitcoin and Gold
Regular listeners of the Merryn Talks Money podcast know that Merryn Somerset Webb usually ends her interviews with one question. If you had to invest all of your money into one of these assets, and hold it for the next 10 years, which would it be: Bitcoin or gold? In this week’s episode, she makes that question the foundation for a conversation with Charlie Morris, chief investment officer and founder of ByteTree, and Alexander Chartres, a fund manager at Ruffer. The episode was taped in front of audience at the Bloomberg offices in London. Want to see Merryn live? Check out her shows in Edinburgh at Fringe Festival this August!
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Customer Reviews
Get her a better microphone!
For real she sounds like she’s in a large empty room. There’s such good technology for this and I don’t understand how the Bloomberg team doesn’t hear it. Be better Bloomberg.
She’s solid though.
Less English more Scottish
Can you let your guests speak more? You basically spoke more than Kwasi did. Also let the Scot speak more, he’s pretty witty and insightful.
Steen Jakobsen is a sociopath
What a ludicrous interview. Never should have had him on.