Andrew Van Sickle talks to Emily Fletcher and Sam Vech, co-managers of the Blackrock Frontiers Investment Trust, about the improving outlook for the sector and the appeal of exotic economies ranging from Vietnam to Saudi Arabia.
Andrew Van Sickle talks to Greg Eckel and Jonathan Morgan of Canadian General Investments about the economic, environmental and political backdrop for Canadian equities and explores the outlook for the Toronto stockmarket’s key sectors.
Andrew van Sickle talks to Joe Bauernfreund of Asset Value Investors about why Japanese corporations have become more shareholder-friendly over the past decade and what this means for smaller companies
Andrew van Sickle talks to Laura Foll of Janus Henderson Investors about why the London equity market is being shunned by local and foreign investors alike, and what can be done to turn the tide.
Andrew van Sickle talks to Stuart Gray of Alliance Trust about worldwide investment opportunities, the trust’s multi-manager strategy and more than half a century of successive dividend increases.
Rupert talks to Richard Hulf about the state of the hydrogen market and how investors can capitalise on this emerging technology.
Rupert talks to Argonaut Capital’s CEO Barry Norris. They discuss how to protect your portfolio, opportunities in energy and why short selling can add an edge to your portfolio.
Rupert talks to Joe Bauernfreund from Asset Value Investors about value investing, Japanese stocks and the right way to be an activist.
Rupert talks to Nick Greenwood manager of the MIGO Opportunities Trust plc about the current state of the investment trust market and looks at some of the biggest bargains around today.
Rupert Hargreaves talks to Axel Rudolph, Senior Market Analyst at IG and Chris Beauchamp, Chief Market Analyst at IG about dealing with global risks and broadening your investment toolkit.
Merryn talks to John Mills, founder of consumer goods distributor JML, chair of Vote Leave and one of the Labour Party's biggest donors. His latest book – "Why the West is Failing" – argues that a weak pound is needed to help revive UK manufacturing.
In her final MoneyWeek Podcast, Merryn talks to James Ferguson, founder of the MacroStrategy Partnership, about why high inflation and rising interest rates will have a very unpleasant impact on our portfolios. You’re unlikely to make any money this year – so just try not to lose any.
In this week’s show, Merryn is joined by James Ferguson, founder of Macro Strategy Partners; Russell Napier, economic historian, author and keeper of the Library of Mistakes; comedian Simon Evans; and Heather McGregor, executive dean of Edinburgh Business School, writer for the FT and author of several books.
This week we join Merryn and guests at her Edinburgh Festival show at Panmure House, the last home of Adam Smith, where they discuss the relevance of Smith’s work to today’s politics and economics – taking in many a tangent along the way. Guests include John Stepek, formerly MoneyWeek’s executive editor; financial historian Edward Chancellor; comedian Simon Evans; and Alex Chartres, investment director at Ruffer.
As John Stepek leaves MoneyWeek after 17 years, he and Merryn look back on what’s changed in that time. From consensus politics to populism; financial crashes and the failure of independent central banking; plus the one tax that the incoming prime minister should introduce.
Merryn talks to James de Uphaugh of the Edinburgh Investment Trust about why a “change in perception” of energy, mining, defence and bank stocks means the UK market could be well-placed to outperform.
Merryn talks to author Edward Chancellor about interest – AKA “the price of anxiety” – and why it, like gravity, is the force that holds everything in place. Plus, the best place for investors to find value now.
Merryn talks to fund managers Peter Spiller and Christopher Mills about the bear market, company valuations and inflation; why wages will have to rise at the expense of company earnings; plus the one asset they’d each buy and hold for ten years.
Merryn and John talk about he need for higher wages and lower house prices, and why the fact that this is the least dramatic bear market they’ve ever seen could mean it has much longer to go yet. Plus, a bitcoin success story and why things could be looking up for the young.
Merryn talks to Dylan Grice of Calderwood Capital about how central bankers are the problem, not the solution; how bitcoin can counter the increasing “weaponisation of money”; and why, if you want to preserve your capital, you should copy the cockroach.
Merryn talks to Liz Ann of Charles Schwab about how today’s raging inflation and bear market came about, what to do, and why it’s not like the 1970s stagflation, or the the 2007-2008 crash.
Merryn talks to James Ferguson of the MacroStrategy Partnership about central-banker induced inflation, the threat of a thoroughly unpleasant recession, and how the young should benefit from falling house prices and rising wages.
Merryn talks to Russell Napier about Edinburgh’s Library of Mistakes, the age of debt and financial repression, plus why he has never invested in China and what he’d buy now.
Merryn talks to Barry Norris of Argonaut capital about the parallels between now and the 1970s; the transition to “green” energy; and the one sector where “it’s going to be difficult not to make a lot of money”.
Merryn talks to Anna Macdonald and Mikhail Zverev of Amati about investing in growth-focused innovation in the teeth of a tech-stock selloff, and the opportunities it throws up.
Merryn talks to Mohamed El-Erian about the state of the global economy, how the Fed became hostage to the marketplace, and how you should position your investments in distorted markets.
Merryn talks to Baillie Gifford's James Anderson about his career at Scottish Mortgage; the roles and responsibilities of the wider fund management industry; the stocks in his portfolio; plus answers to some of your questions.
Merryn talks to Fred Harrison, author of #WeAreRent about why land is so lucrative to investors and when house prices will level off.
Merryn talks to the FT's Robin Wigglesworth about how passive investing via index funds can't be blamed for inflated stockmarket valuations, and how the current fad for ESG may erupt into a new mis-selling scandal.
Merryn talks to Charlotte Yonge of Troy Asset Management about the long-term inflationary risks the world is facing, and the two best ways to protect your wealth as central banks lose control.
