Podcast Episodes
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The UK's biggest drop in house prices since 2010
Merryn and John discuss the UK's biggest drop in house prices since 2010; the fetishisation of big cities; the inevitability of higher interest rates…
8 years, 1 month ago
Should you buy Russian stocks?
This week, Merryn and John debate Russia – it's the cheapest market in the world – but should you buy it?
8 years, 1 month ago
The most-hated market in the world
This week, Merryn and John look at the most-hated market in the world; are astounded and appalled to realise that the most expensive tracker fund in …
8 years, 2 months ago
Contrarian indicators
Merryn and John talk about turning into contrarian indicators; about the terrifying possibility of companies or governments using our medical data to…
8 years, 2 months ago
How bull markets die
Merryn and John talk about how bull markets die, where we really are in the current one, and whether we could in fact be in the foothills of a massiv…
8 years, 2 months ago
Protectionism, guns and the existential threat to the euro
Merryn and John discuss the rise of protectionism; big business's backlash against the US gun lobby; the Italian election and the existential threat …
8 years, 3 months ago
The great rotation, inflation and the spectre of the 1970s
John and Merryn mull over another eventful week in the markets. This week, they talk about the "great rotation" - the shift in the bond markets and h…
8 years, 3 months ago
The excitement in the markets and madness of bankers
John and Merryn talk about the excitement in the markets over the last few days; the VIX "fear index"; the bonkers deceit at the core of central bank…
8 years, 4 months ago
The end of the 30-year bond bull market?
It looks as if the stockmarket has finally noticed that the bond bull market of the last 30-odd years really is over. Will all assets now inevitably …
8 years, 4 months ago
Bad tech, inflation and buy to let
Merryn and John talk through the issues of the week, including the bad behaviour of the large tech companies; stock valuations and the threat of infl…
8 years, 4 months ago