The MoneyWeek Podcast: redefining the FAANG stocks for a new era
As the tech stock bubble bursts, Merryn and John discuss how one bank has redefined and replaced the FAANG stocks with some decidedly old-school investments.
Mar 18, 2022•33 min
The MoneyWeek Podcast
MoneyWeek's editor-in-chief Merryn Somerset Webb and executive editor John Stepek discuss what's going on in the markets, and how it affects you and your wealth.
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Episodes
Dario Perkins and Richard de Lisle: inflation, the 1970s, and the rotation to value
Merryn talks to Dario Perkins from TS Lombard about central banks and how today's inflation is not the same as 1970s inflation; and to Richard de Lisle of De Lisle Partners about the stocks he's buying now.
Mar 11, 2022•1 hr 2 min
Vitali Kalesnik – investing in a world of geopolitical instability and high inflation
Merryn talks to Vitali Kalesnik of Research Affiliates about the situation in Ukraine, the consequences of sanctions on Russia, and how inflation will affect us all – for better and for worse.
Mar 04, 2022•34 min
Luke Hyde-Smith: how to invest for inflation
Merryn talks to Luke Hyde-Smith of Waverton Investment Management about the current state of the markets, and how to invest into the kind of inflationary environment we have now.
Feb 25, 2022•31 min
Alec Cutler: it feels like the 1970s – what should you buy?
Merryn talks to Alec Cutler of the Orbis Global Balanced Fund about the inflation of the 1970s compared with that of today, and what investors can do to counter it.
Feb 18, 2022•54 min
Shareholder democracy – returning power to to the people
Merryn and John talk about returning power to the ultimate owners of corporations · the shareholders. Most of us own stakes in companies, but we can't exercise the power that brings. It's time that changed.
Feb 11, 2022•35 min
Sandy Nairn: the end of the "everything bubble" could destroy $75trn of assets
Merryn talks to Sandy Nairn of Edinburgh Partners about his new book and the bursting of the "everything bubble" as liquidity drains out of the market, taking your assets with it.
Feb 04, 2022•32 min
Julian Brigden: markets are at a huge inflexion point
Merryn talks to Julian Brigden of Macro Intelligence 2 Partners about the unwinding of the US stockmarket's super-bubble, and the risks and opportunities it poses for investors.
Jan 25, 2022•33 min
Barry Norris: investing for a post-pandemic world
Barry Norris, manager of the Argonaut absolute return fund, explains what the investment landscape looks like in a post pandemic world, with the end of cheap money and decarbonisation driving a 1970s-style inflationary shock.
Jan 21, 2022•33 min
Temple Bar’s Ian Lance and Nick Purves: the essence of value investing
Ian Lance and Nick Purves of the Temple Bar investment trust explain the essence of “value investing” – buying something for less than its intrinsic value and in many cases getting profitable parts of a business thrown in free.
Jan 14, 2022•27 min
The MoneyWeek Podcast: happy new year! Are we in for a year of misery?
Merryn and John ring in 2022 with the first podcast of the new year, discussing energy prices, house prices and interest rates, plus the definition of ESG investing – just what is ethical anyway?
Jan 07, 2022•28 min
The MoneyWeek Podcast: a very strange year, when forecasting anything became almost impossible
Merryn and John talk about the past year in the markets, the rise of inflation and the bond market's reaction (or lack of it), and conclude that nothing does what you expect anymore.
Dec 23, 2021•31 min
Steen Jakobsen: reality has become outrageous
Merryn talks to Steen Jakobsen of Saxo Bank about his annual "outrageous predictions" – and how reality is proving a match for anything he can come up with.
Dec 17, 2021•35 min
George Maher: what we can learn from the fall of the Roman Empire
In the latest MoneyWeek Podcast, Merryn talks to actuary and author George Maher about the economy of the Roman Empire and what eventually led to its downfall – and the parallels with today.
Dec 10, 2021•30 min
Ewan Markson Brown: the joy of small companies
Merryn talks to Ewan Markson-Brown of Crux Asset Management about why when it comes to emerging markets, he much prefers to invest in micro- and small-cap companies than the likes of Tencent and Alibaba
Dec 03, 2021•36 min
Vivek Ramaswamy: beware of the "woke industrial complex"
Merryn talks to author and investor Vivek Ramaswamy about how big fund managers are using ESG investing to undermine the foundations of democracy.
Nov 26, 2021•29 min
Tim Hayes: why I'm bullish on US and European stocks, but not the UK
Merryn talks to Tim Hayes, chief global investment strategist of Ned Davis Research, about why he's so bullish on US growth stocks, but not so keen on UK value stocks.
Nov 24, 2021•30 min
Spencer Adair: getting rich slowly with "cockroach" companies
Merryn talks to Spencer Adair of the Monks Investment Trust about how he shuns "glamorous" growth to find solid "cockroach" companies that thrive over the long term while their competitors wither and die.
Nov 19, 2021•36 min
The MoneyWeek Podcast: climate change, global population and inflation
Merryn and John talk about the COP climate change summit; why the short-term answer to our energy needs is be nuclear (and why it's a lot safer than people think); plus the myth of global overpopulation and why our current high inflation isn't going away.
Nov 12, 2021•22 min
Dale Robertson: why Europe is a great place to be a stock picker
Merryn talks to Dale Robertson of the Chelverton European Select Fund about the opportunities available to investors in European companies – especially in small and micro-cap stocks.
Nov 05, 2021•34 min
Andrew Hunt: why it's a great time to be a deep value investor
Merryn talks to Andrew Hunt, author of Better Value Investing, about his adventures in the market's dark underbelly, looking for the hated and neglected companies that could not only shoot up by 300%-400%, but could help bring about the cleaner future everybody wants.
Oct 22, 2021•24 min
Inflation, energy crisis, strikes – have we gone back to the 1970s?
Merryn and John talk about rising prices, productivity and the state of the labour market, plus are bond investors really the adults in the room, and should you buy more houses?
Oct 15, 2021•28 min
James Ferguson: the scope for bond-market disaster is very real
Merryn talks to James Ferguson of Macro Strategy partners about central bankers, money supply and inflation, plus why we're on the edge of a very significant shift in the markets and what you need to do to protect your wealth.
Oct 08, 2021•40 min
Gary Channon: the importance of allocating capital wisely
Merryn talks to Gary Channon of Phoenix Asset Management about his investment style and the balance between diversification and performance. Plus, capital allocation and the firms that get it right – and the firms that don't.
Oct 01, 2021•40 min
Rob Arnott: Covid's hidden investment opportunities
Merryn talks to Rob Arnott of Research Affiliates about some of the unexpected consequences of Covid and their opportunities for investors, plus the "wonderful safe haven" of UK value stocks, and the attractions of energy companies. PLUS, to sign up to watch John’s webinar with Roland Arnold, manager of BlackRock Smaller Companies trust, on 20 October, just go to moneyweek.com/blackrockwebinar – it’s free.
Sep 24, 2021•41 min
Kieran Heinemann: the history of shareholder capitalism
Merryn talks to Kieran Heinemann, author of Playing the Market: Retail Investment and Speculation in Twentieth-Century Britain, about the history of the UK retail investor – a longer history than perhaps you might imagine.
Sep 17, 2021•32 min
Anna Macdonald: hunting down the big companies of tomorrow
Merryn talks to Anna Macdonald of Amati Global Investors about the opportunities in UK small companies, the sectors she likes now, and how she finds the niche firms that could grow into tomorrow's blue chips.
Sep 10, 2021•32 min
Sebastian Lyon: the benefits of being boring
Merryn talks to Sebastian Lyon, founder and CEO of Troy Asset Management and manager of the Personal Assets Trust, on his approach to asset management – don't lose the money in the first place and you won't have to take big risks getting it back. Plus, why ESG investing is not necessarily "ethical" investing; inflation and financial repression; and the point of owning gold.
Sep 03, 2021•40 min
The great lorry-driver shortage, blaming Brexit for everything, and why now is a good time to buy UK stocks
Merryn and John talk about the shortage of lorry drivers, why semiconductors are high in demand but short in supply, how Brexit is blamed for unrelated global problems and why it is a good time to buy UK stocks.
Aug 26, 2021•29 min
Edward Bonham Carter: things will only get harder from here
Merryn talks to Jupiter Asset Management's Edward Bonham Carter about where to find cheap assets, what happens if we have a "Japan like bear market", and the conflict between stakeholder and shareholder capitalism.
Aug 20, 2021•41 min
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