Podcast Episodes
Back to Search
Burnbrae’s Mellon Says Shell and BP Are Good Long-Term Investments
The British government is woefully incompetent, says Burnbrae Chairman Jim Mellon. But of course that doesn’t mean you can’t buy UK equities. Mellon …
3 years ago
Why UK Value Stocks Are Still the Trade of the Decade
Famed contrarian investor Rob Arnott, co-founder of Research Affiliates, has said since the autumn of 2020 that UK shares are a great bargain—in part…
3 years, 1 month ago
Inflation Will Fall, Just Not the Way You Think
Inflation will eventually come down, but not rapidly or in the way it would have in previous years. So says Sharon Bell, managing director and senior…
3 years, 1 month ago
Central Banks at Risk of Breaking Economies, Dario Perkins Warns
Are we getting to the point where central banks are starting to break economies?Dario Perkins, Managing Director on the Global Macro team at TS Lomba…
3 years, 1 month ago
Why Your Portfolio Needs Investment Trusts
Investment trusts are special, says Simon Elliott, client director at J.P. Morgan Investment Trusts. They have a strong history of outperforming othe…
3 years, 1 month ago
Is the Age of Growth in the UK Really Over?
Dambisa Moyo is an economist and board member of Chevron and 3M. She’s also author of the 2018 book Edge of Chaos. In this week’s episode of Merryn T…
3 years, 2 months ago
Fund Manager Says There’s an Easy Way to Make 3% More
There’s not much you can do right now to dramatically improve your personal finances. But there’s at least one thing you can get on top of: cash savi…
3 years, 2 months ago
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 befor…
3 years, 2 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 c…
3 years, 2 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 equi…
3 years, 3 months ago