Whilst usual host Merryn Somerset Webb is still out on holiday, John Stepek is joined by Bloomberg Opinion columnist Marcus Ashworth to discuss America's tariff war vs Switzerland, the latest UK fiscal blackhole estimates and Rachel Reeves' job security. See omnystudio.com/listener for privacy information.
Aug 06, 2025•15 min
In this week’s Merryn Talks Money, host Merryn Somerset Webb sits down with Euronext CEO, Stéphane Boujnah to explore the reasoning behind the sense that investors are starting to look away from the US and towards Europe for opportunties. They discuss a range of topics from evolving market conditions, investor sentiment and the growing uncertainty surrounding US economic stability. They also discuss the impact of Europe’s institutional framework on its investment appeal and the role of European ...
Aug 01, 2025•35 min
Whilst usual host Merryn Somerset Webb is out on holiday, John Stepek is joined by Bloomberg Opinion columnist Marcus Ashworth to discuss why America's tariff deal with the European Union is actually quite good, the spat between Chancellor Rachel Reeves and Bank of England Governor Andrew Bailey and the mood music amongst UK consumers. See omnystudio.com/listener for privacy information.
Jul 30, 2025•21 min
Paula Higgins, CEO of HomeOwners Alliance, joins hosts Merryn Somerset Webb and John Stepek to answer a few more UK housing questions. They tackle all the things you need to know if you're considering a retirement apartment, if you're thinking about buying a house via auction, and Paula explains why home buyers insurance is always worth considering. See omnystudio.com/listener for privacy information.
Jul 29, 2025•20 min
Scottish Mortgage Manager Tom Slater joins Merryn Talks Money to explain how the UK investment trust is trying to find tomorrow’s market winners. See omnystudio.com/listener for privacy information.
Jul 25, 2025•41 min
Hosts Merryn Somerset Webb and John Stepek discuss falling UK house prices, capital exodus and relocating to west London. See omnystudio.com/listener for privacy information.
Jul 23, 2025•8 min
Hosts Merryn Somerset Webb and John Stepek discuss some helpful tips for making the most of your money while on holiday. See omnystudio.com/listener for privacy information.
Jul 22, 2025•12 min
US equities markets are expensive, by any and all measures. But that doesn’t mean you shouldn’t still have a hefty allocation. That’s according to this week’s Merryn Talks Money guest, Nataliia Lipikhina, head of EMEA equity strategy and executive director at J.P. Morgan Private Bank. See omnystudio.com/listener for privacy information.
Jul 18, 2025•27 min
John Stepek is on holiday YET AGAIN. So on this week's market roundup, Bloomberg's Morwenna Coniam, who is part of the team that runs the UK Markets Today blog, joins Bloomberg UK Wealth Editor at Large Merryn Somerset Webb. They discuss UK inflation unexpectedly rising to 3.6%, its highest level since January 2024, and why it's a headache for BOE Governor Andrew Bailey. Plus, a debrief on Chancellor Rachel Reeves' Mansion House speech, the debate around Cash ISAs, and Bitcoin's surge in price t...
Jul 16, 2025•16 min
Whether you’re applying for a mortgage, taking out a loan or signing up for a new credit card, one number carries more weight than many people realize: your credit score. In this week’s personal finance edition of Merryn Talks Money , hosts Merryn Somerset Webb and John Stepek are joined by John Webb, senior consumer affairs manager at Experian and an expert on credit scores. Together they explore the world of credit scores—what they are, how they’re calculated, why they vary across agencies and...
Jul 15, 2025•21 min
Mining is often an afterthought for many investors. But according to this week’s guests on Merryn Talks Money , it shouldn’t be—especially given its critical role in the global economy and the energy transition (or should we say energy addition ?). Nicky Shiels, head of metals strategy at MKS PAMP, and Evy Hambro, head of thematic and sector investing at BlackRock, join host Merryn Somerset Webb to discuss why investors need to pay closer attention to the melt-up in metals. See omnystudio.com/li...
Jul 11, 2025•42 min
In this week's roundup, Bloomberg UK Wealth Editor at Large Merryn Somerset Webb speaks with Money Distilled newsletter author John Stepek about the UK's debt problem. A report from Britain’s fiscal watchdog – the OBR – warns that the country faces "daunting" risks, as a soaring debt load has led to “substantial erosion” of its capacity to respond to future shocks. So how will the government tackle that debt? Everyone’s suddenly talking about wealth taxes - but we might not get the wealth taxes ...
Jul 09, 2025•16 min
You want to invest in a market with political stability, low valuations and fast growing companies? Perhaps even one that might benefit from President Donald Trump’s deglobalisation agenda? This week, host Merryn Somerset Webb is joined by Jose Manuel Silva, chief investment officer and partner of LarrainVial Asset Management, to discuss the place you should be looking - Latin America. See omnystudio.com/listener for privacy information....
Jul 04, 2025•28 min
In this week’s roundup, Bloomberg UK Wealth Editor at Large Merryn Somerset Webb speaks with Money Distilled newsletter author John Stepek about Chancellor Rachel Reeves's tearful appearance in the House of Commons and how that spurred a UK market selloff amid speculation about her future. They also discuss The Times report that AstraZeneca, one of the London market’s top stocks, is thinking of upping sticks and moving to America, and the trend of private equity firms accumulating a record inven...
Jul 02, 2025•17 min
You’ve heard of Bitcoin, but have you heard of “Bitcoin treasuries?” From Japan’s MetaPlanet to UK firms like Coincilium and The Smarter Web Company, 61 publicly listed companies have now adopted the strategy of holding Bitcoin on their balance sheets—not just as a speculative bet, but as a hedge against inflation and a way to lure investors hungry for crypto exposure. In this week’s episode of Merryn Talks Money, host Merryn Somerset Webb and Money Distilled author John Stepek are joined by Dom...
Jul 01, 2025•20 min
Days after Donald Trump’s election victory in November, we sat down with Pippa Malmgren, founder and CEO of the Geopolitica Institute and former advisor to President George W. Bush, and Helen Thomas, CEO of the consultancy BlondeMoney and former special advisor at the UK Treasury, to ask what they expected out of the US president’s second term. On this week’s Merryn Talks Money, they join host Merryn Somerset Webb yet again. This time to discuss his policies thus far, what they think is going to...
Jun 27, 2025•33 min
On this week's Merryn Talks Your Money , Merryn Somerset Webb and John Stepek, author of Money Distilled , talk about navigating your portfolio amidst Middle East tensions. The conversation was recorded on Monday afternoon. See omnystudio.com/listener for privacy information.
Jun 25, 2025•10 min
John Authers, senior editor for markets, Bloomberg Opinion columnist, and author of the Points of Return newsletter joins Merryn Somerset Webb and John Stepek to make sense of the market reaction to the US involvement in the Iran-Israel conflict. Note: We recorded this conversation earlier today, before Iran’s retaliatory strikes at a US air base in Qatar. Traders drove stocks higher as oil tumbled, with the strikes seen as limited and unable to trigger a broader economic fallout. See omnystudio...
Jun 23, 2025•23 min
StoneX’s Director of Global Macro Strategy Vincent Deluard joins Merryn Talks Money to explain why he thinks economic downturns are going out of style. He also explains why he sees a July Correction, and how MAGA's war on Corporate America will play out. See omnystudio.com/listener for privacy information.
Jun 20, 2025•28 min
In this week’s roundup, Bloomberg UK Wealth Editor at Large Merryn Somerset Webb speaks with Money Distilled newsletter author John Stepek about the unsurprising UK inflation figures, the latest Bank of America Global Fund Manager Survey and why gold seems to be shining. See omnystudio.com/listener for privacy information.
Jun 18, 2025•15 min
Private markets by their very nature lack the same transparency that’s standard in public markets. But Morningstar, a leading provider of independent investment insights and ratings, is conducting more due diligence on private markets to help investors navigate the sector. Morningstar Chief Executive Officer Kunal Kapoor joins host Merryn Somerset Webb on this personal finance edition of Merryn Talks Money to tell us more. See omnystudio.com/listener for privacy information....
Jun 17, 2025•19 min
Trump’s policies have slowed the economy, making a downturn more likely. But Peter Berezin, chief global investment strategist at BCA Research, says the nation’s yawning deficit is a bigger threat. He joins this week to talk recession odds and strategies for investing. See omnystudio.com/listener for privacy information.
Jun 13, 2025•31 min
In this week's roundup, Bloomberg UK Wealth Editor at Large Merryn Somerset Webb speaks with Money Distilled newsletter author John Stepek about the market indifference to Chancellor Rachel Reeves' spending review. They also share strategies for how the government can support the UK equity market: scrap stamp duty, reform ISAs, and nudge pension funds to invest at home. See omnystudio.com/listener for privacy information.
Jun 11, 2025•14 min
The more than $100 trillion wealth transfer that’s projected to be passed down from older to younger generations over the next quarter century is set to reshape the wealth management industry. And younger investors plan to move their money to new advisors, according to a report by IT services and consulting group Capgemini. On this episode of Merryn Talks Money, the firm’s global banking industry leader, Gareth Wilson, joins host Merryn Somerset Webb to discuss why young people want to make the ...
Jun 10, 2025•24 min
Fidelity International’s Dale Nicholls joins this week’s Merryn Talks Money to discuss the Asian giant as a viable place to park your money. He explains China is now one the most innovative economies in the world. Its research and development spend is up forty-fold since 2000, and you can see the results in its clear leadership in electric vehicles, in battery storage, renewable energy infrastructure and increasingly artificial intelligence. See omnystudio.com/listener for privacy information....
Jun 06, 2025•29 min
Bloomberg personal finance and wealth reporter Suzanne Woolley joins Merryn this week to discuss her latest in the "Where to Invest" series. She shares the promising investment areas wealth managers and market strategists highlighted in her story on how best to invest $100,000 in today’s turbulent market. The ideas that emerged range from technology — yes, the Magnificent 7 is in there — to insurance and health-care stocks, high-quality fixed income and publicly traded private equity stocks. Rea...
Jun 03, 2025•13 min
Economist Felix Martin joins host Merryn Somerset Webb for this week’s episode of Merryn Talks Money to discuss the common understanding of, well, money. Specifically, why the typical conception of what constitutes it may be inaccurate. Martin, author of the book Money: The Unauthorized Biography and a former fund manager, says that rather than simply being a token medium of exchange, “money” is in fact “a system of ideas; it is the institution of credits and debts. It is the various technologie...
May 30, 2025•45 min
Author of the Money Distilled newsletter John Stepek, is joined by Bloomberg Opinion columnist, Marcus Ashworth. Ashworth, covers European markets and was formerly chief markets strategist for Haitong Securities in London. The pair discuss Japan's bond market and what recent market activity means for decision making at the Bank of England. See omnystudio.com/listener for privacy information.
May 28, 2025•19 min
In this week’s episode of Merryn Talks Your Money , Merryn Somerset Webb is joined by Money Distilled author John Stepek to answer listeners’ burning personal finance questions. Together, they tackle whether commodities still deserve a spot in your portfolio as the global economy teeters between inflation, geopolitical turmoil and policy shifts. With prices climbing and environmental concerns limiting new supply, is this the new normal or a bubble waiting to burst? See omnystudio.com/listener fo...
May 27, 2025•27 min
Think it’s all over for US markets? Think they’re finally going to sink under high valuations, inflated expectations and now a nervous bond market? Maybe think again, says Ed Yardeni of the eponymous firm Yardeni Research. See omnystudio.com/listener for privacy information.
May 23, 2025•34 min