Podcast Episodes
Back to Search
Sebastian Lyon: the benefits of being boring
Merryn talks to Sebastian Lyon, founder and CEO of Troy Asset Management and manager of the Personal Assets Trust, on his approach to asset managemen…
4 years, 9 months ago
The great lorry-driver shortage, blaming Brexit for everything, and why now is a good time to buy UK stocks
Merryn and John talk about the shortage of lorry drivers, why semiconductors are high in demand but short in supply, how Brexit is blamed for unrelat…
4 years, 9 months ago
Edward Bonham Carter: things will only get harder from here
Merryn talks to Jupiter Asset Management's Edward Bonham Carter about where to find cheap assets, what happens if we have a "Japan like bear market",…
4 years, 9 months ago
Jeremy Grantham: we're in one of the greatest bubbles in financial history
Merryn talks to Jeremy Grantham of GMO about the current state of the markets and where investors can "hide" from all the craziness, plus inequality,…
4 years, 10 months ago
Joe Bauernfreund: why Japan is an active investor's dream market
Merryn talks to Joe Bauernfreund of the AVI Japan Opportunity Trust about the opportunities for investors in Japan, a hugely under-researched market …
4 years, 10 months ago
Brian Pellegrini: why America isn't going back to work
Brian Pellegrini, founder of Intertemporal Economics, talks to Merryn about the post pandemic economy; why Americans aren't returning to work; plus i…
4 years, 10 months ago
Russell Napier: Asia, financial repression and the nature of capitalism
Russell Napier talks to Merryn about financial repression – or "stealing money from old people slowly" – plus how Asian capitalism is taking over in …
4 years, 10 months ago
Niall Ferguson: why we'll never be prepared for disaster
Professor Niall Ferguson talks to Merryn about the nature of catastrophe and disaster; why we should perhaps stop worrying about Covid and start worr…
4 years, 11 months ago
Jim Mellon: What I'm buying now – UK stocks, agtech and commodities
Jim Mellon tells Merryn which UK stocks he likes (and which ones he doesn't), why the future of meat is lab-grown, and why you should definitely have…
4 years, 11 months ago
Andy Haldane: bitcoin as money is a fanciful idea that should fill us with horror
The Bank of England's outgoing chief economist, Andy Haldane, tells Merryn why he isn't a fan of bitcoin as money; why the BoE is actively considerin…
4 years, 11 months ago