Podcast Episodes
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Has the UK Redefined What It Means to Be a High Earner?
Merryn Somerset Webb and John Stepek are joined by Hargreaves Lansdown’s Anna Macdonald to unpack the UK Budget, from fiscal drag and tax complexity…
5 hours ago
The Portfolio Reset: Episode 3
No investor can know exactly what markets will do next. So instead of trying to predict the next winner, the goal is to build a portfolio that can ho…
1 day, 18 hours ago
Can the AI Boom Survive a Margin Squeeze?
In this episode of Merryn Talks Money, Merryn Somerset Webb and Steve Hou, head of research at Silicon Data, delve into an emerging issue in the econ…
3 days, 18 hours ago
French Bond Markets and AI Neoclouds Feel The Pressure
Are we heading for another eurozone panic? This week, John Stepek and Bloomberg’s Sam Unsted discuss why political uncertainty in France is pushing u…
6 days, 19 hours ago
The Portfolio Reset: Episode 2
Passive investing was designed to track the market, not shape it. But as Merryn Somerset Webb and John Stepek explore in the second episode of The Po…
1 week, 1 day ago
The Case for Buying Small Caps Now
After years of being overshadowed by US megacaps and the artificial intelligence boom, could smaller companies finally be ready for a comeback? Merry…
1 week, 3 days ago
Markets Wrap: AI Jitters, Budget Expectations and UK Housing Rebound?
Are we seeing signs of investors starting to lose their nerve over artificial intelligence? On this week's markets wrap, Merryn Somerset Webb and Joh…
1 week, 6 days ago
The Portfolio Reset: Episode 1
For today’s investor, making money in markets may seem straightforward: put your money into a passive fund that tracks US stocks. It’s been a winning…
2 weeks, 1 day ago
Why the Commodity Bull Market Is Just Beginning
Adam Rozencwajg, portfolio manager at natural resources firm Goehring and Rozencwajg, joins Merryn Somerset Webb to explain why he thinks the commodi…
2 weeks, 3 days ago
Markets Wrap: Bond Market Turmoil, Inheritance Tax and AI risks
Are European bond markets signaling disaster? This week, John Stepek and Bloomberg's David Goodman explore how the rising gap between bond yields in …
2 weeks, 6 days ago