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How to Get a 7% Return Without Buying Risky Equities
During the Panic of 1907, J.P. Morgan came up with a clever plan to slow the ongoing bank run. He told his tellers to count all the money twice before handing it over. The more time paying out the ca…
Published on 2 years, 8 months ago
Capital Had Its Day. Now It’s Labor’s Turn, Troy’s Lyon Says
Sebastian Lyon says he’d been expecting inflation to rise for a long time. So when prices began to tick up, his firm was ready. Now the founder and chief investment officer of Troy Asset Management s…
Published on 2 years, 9 months ago
Why You Should Stop Selling UK Equities
British pension funds used to have up to 55% of their assets in UK equities. That might have been too much. Now it’s more like 5% (and 70% in US equities). That might be too little. Why? Because thos…
Published on 2 years, 9 months ago
Why UK Mortgage Rates Aren’t as High as You Think
In an earlier episode of Merryn Talks Money, reporter Neil Callanan joined the podcast to talk house prices. It’s fair to say his outlook for the UK housing market was not optimistic. It is, he said…
Published on 2 years, 9 months ago
What the New Cold War Means for the Global Economy with Niall Ferguson
The world has been mired in a new Cold War for at least four years, according to Niall Ferguson, a columnist for Bloomberg Opinion and Milbank Family Senior Fellow. Ferguson joins this episode of Mer…
Published on 2 years, 9 months ago
Why Inflation May Not Be Heading Back to 2%
Inflation isn’t heading back to 2%, according to Pippa Malmgren, author and former adviser to President George W. Bush. She says it’s more likely to stay around 4 to 5%. Why? Malmgren contends that i…
Published on 2 years, 9 months ago
The Top Takeaways From 300 Years of Investment Advice
The industry of providing people with investment advice has been around for a long time. Just how long is the subject of this week’s Merryn Talks Money. Host Merryn Somerset Webb speaks with Peter Kn…
Published on 2 years, 10 months ago
The Collapse of the UK Housing Market May Be Coming
The UK housing market is not in a good place. Mortgage rates are up, buyers are disappearing and so are sellers. The former don’t want to dump money in a falling market, and they can’t afford mortgag…
Published on 2 years, 10 months ago
The Year of the Value Hunter Has Arrived
For a fund manager with a belief in value, 2021 was as discombobulating a year as they come, says Ben Inker, co-head of GMO’s asset allocation team. Valuations went to insane levels across all market…
Published on 2 years, 10 months ago
Why Governments Won’t Let Inflation Go Away
Inflation isn’t going away. Why? Because governments can’t let it. So says market historian Russell Napier, who on this episode of Merryn Talks Money tells host Merryn Somerset Webb that, with the gl…
Published on 2 years, 10 months ago