Épisodes

  • Magnificent 7 Stocks Slip Into Correction, Bitcoin Dips and Trump's "Gold Card" Idea
    Feb 26 2025

    In this week's roundup, Merryn speaks with Money Distilled newsletter author John Stepek about the souring mood on America’s equity market, particularly megacap tech.
    In case you missed it (or were on holiday like John), the seven behemoths that powered a 54% surge in US stocks over two years tumbled into a collective correction Tuesday. They also discuss the latest moves in Bitcoin and Donald Trump's "gold card" plan.

    See omnystudio.com/listener for privacy information.

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    18 min
  • Which Golden Visas Are the Shiniest of All?
    Feb 26 2025

    Want a different passport? Wish you lived somewhere with a better tax policy or even better weather? With enough money, it is possible. It’s called citizenship by investment, a process of gaining permanent residency by purchasing property or investing in the economy. On this week’s episode of Merryn Talks Money, host Merryn Somerset Webb speaks with Dominic Volek, group head of private clients at Henley & Partners, about why expats are deciding to move—and which countries have the best offers.

    See omnystudio.com/listener for privacy information.

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    22 min
  • Why Avoiding Investments Is as Important as Investing
    Feb 21 2025

    Every decade has its story for investors. The 1970s were all about gold. The 1980s were all about Japan. In the 1990s it was the Internet. In the 2000s, we all shoveled money into China and emerging markets. And in the 2010s, we had eyes for nothing but software and American exceptionalism. So what’s next? That’s the question Jawad Mian, founder and managing editor of Stray Reflections, tries to answer on this week’s Merryn Talks Money.

    See omnystudio.com/listener for privacy information.

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    33 min
  • UK Inflation Rises to 10-Month High, Protecting Your Savings, and Energy Talk
    Feb 19 2025

    In this week's roundup, Merryn speaks with Money Distilled newsletter author John Stepek about why the inflation reading was so surprising, why it's more important than ever to protect your savings, and why the cost of energy is such a hot topic globally.

    See omnystudio.com/listener for privacy information.

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    17 min
  • What Do You Need All That Cash For?
    Feb 18 2025

    On this week’s personal finance edition of Merryn Talks Money, hosts Merryn Somerset Webb and Bloomberg Money Distilled author John Stepek turn their attention to cash Individual Savings Accounts (ISAs) and how the rules around them may soon change--and why that means you should think about how much cash you've got saved.

    See omnystudio.com/listener for privacy information.

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    15 min
  • What Would Adam Smith Think of Donald Trump?
    Feb 14 2025

    What would philosopher and political economist Adam Smith think of Donald Trump’s love of tariffs? What would he make of the Republican president’s approach to taxes and deregulation? On this episode of Merryn Talks Money, recorded last week in Dubai, a special panel joins host Merryn Somerset Webb to try and answer those questions using Smith’s texts as a guide. They also talk about the global investment landscape and how the Gulf region, and particularly the United Arab Emirates, is a good place to launch a career.

    In front of an audience at the Heriot-Watt University campus, Webb was joined by Adam Dixon, chair in sustainable capitalism at Panmure House, Ashley Hunter, founding partner of A. Hunter & Co., and Iqbal Kham, chief executive of Fajr Capital Group, an impact-driven investment firm.

    See omnystudio.com/listener for privacy information.

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    49 min
  • What to Make of Gold’s Tremendous Rise
    Feb 11 2025

    Gold is enjoying a bump after President Donald Trump announced new tariffs on US steel and aluminum imports this week. Merryn speaks with reporter Jack Ryan, who covers mining and precious metals, and gold market veteran Charlie Morris of ByteTree to discuss what’s driving gold’s ascent and what investors can do to make some money out of the moves.

    See omnystudio.com/listener for privacy information.

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    32 min
  • The Perpetual Hunt for ‘Alpha’
    Feb 7 2025

    All investors look for an edge. You only make real money by having “alpha,” as the jargon goes. On this week’s episode of Merryn Talks Money, host Merryn Somerset Webb is joined by a guest who knows all about the quest for advantage: Bloomberg Indices Quant Researcher Steve Hou.

    Put simply, Hou’s job is to find what “works” in markets and then find ways to capture it for investors. So what’s he been investigating? Recent topics include how to identify innovative companies and the role of research and development spending within that. It’s more complicated than you might expect.

    R&D:https://www.bloomberg.com/professional/insights/trading/the-innovation-factor-the-power-of-rd-persistence/
    Pricing Power:https://www.bloomberg.com/professional/insights/financial-services/cracking-the-code-of-pricing-power/
    ANR/Turnaround factor:https://www.bloomberg.com/professional/insights/trading/analyst-ratings-improvers-a-bet-on-turnaround-companies/
    AI whitepaper:https://situational-awareness.ai/

    See omnystudio.com/listener for privacy information.

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    38 min