Merryn Talks Money

The Emerging Markets Everyone Else Is Missing

Emerging markets have had a strong year, but much of that performance has been driven by a handful of AI-linked stocks. Merryn Somerset Webb speaks with Neuberger portfol

Bad News Is Good News — Until It Isn’t

In this episode of Markets Wrap, Merryn Somerset Webb and John Stepek discuss the Bank of England’s latest rate hike, a record high for the FTSE 250 and the shrinking UK

Episode 4: Your Questions On Rebalancing, Investment Gurus, And Ready-Made Portfolios Answered

In the final episode of The Portfolio Reset, Merryn Somerset Webb and John Stepek answer listeners’ questions. They address when to rebalance, whether ready-made funds ar

Where Do You Hide From an AI Bubble?

Merryn Somerset Webb sits down with Chris Clothier, co-chief investment officer at CG Asset Management, to discuss the fragile economics of the AI boom and what could bri

Has the UK Redefined What It Means to Be a High Earner?

Merryn Somerset Webb and John Stepek are joined by Hargreaves Lansdown’s Anna Macdonald to unpack the UK Budget, from fiscal drag and tax complexity to what it means for

The Portfolio Reset: Episode 3

No investor can know exactly what markets will do next. So instead of trying to predict the next winner, the goal is to build a portfolio that can hold up across a range

Can the AI Boom Survive a Margin Squeeze?

In this episode of Merryn Talks Money, Merryn Somerset Webb and Steve Hou, head of research at Silicon Data, delve into an emerging issue in the economics of artificial i

French Bond Markets and AI Neoclouds Feel The Pressure

Are we heading for another eurozone panic? This week, John Stepek and Bloomberg’s Sam Unsted discuss why political uncertainty in France is pushing up the country's borro

The Portfolio Reset: Episode 2

Passive investing was designed to track the market, not shape it. But as Merryn Somerset Webb and John Stepek explore in the second episode of The Portfolio Reset, the en

The Case for Buying Small Caps Now

After years of being overshadowed by US megacaps and the artificial intelligence boom, could smaller companies finally be ready for a comeback? Merryn Somerset Webb speak

Markets Wrap: AI Jitters, Budget Expectations and UK Housing Rebound?

Are we seeing signs of investors starting to lose their nerve over artificial intelligence? On this week's markets wrap, Merryn Somerset Webb and John Stepek discuss the

The Portfolio Reset: Episode 1

For today’s investor, making money in markets may seem straightforward: put your money into a passive fund that tracks US stocks. It’s been a winning strategy for so long

Why the Commodity Bull Market Is Just Beginning

Adam Rozencwajg, portfolio manager at natural resources firm Goehring and Rozencwajg, joins Merryn Somerset Webb to explain why he thinks the commodity bull market may st

Markets Wrap: Bond Market Turmoil, Inheritance Tax and AI risks

Are European bond markets signaling disaster? This week, John Stepek and Bloomberg's David Goodman explore how the rising gap between bond yields in France and Germany mi

What to Do If Your Mortgage Rate Jumps

John Stepek, senior reporter and author of the Money Distilled newsletter, is joined by Anthony Emmerson, director at London-based mortgage broker Trinity Financial to di

How to Outsmart Your Investing Instincts

Merryn Somerset Webb speaks with Alex Edmans, author of The Madness of Markets: Why Smart Investors Make Crazy Decisions – And How to Exploit Them, about why even sophist

Markets Wrap: The Triple Lock, Bond Yields and Housing

Fresh off the party conference, the Labour government is promising pension reform, a new approach to social care and yet another scheme to help first-time buyers. Merryn

Physical Gold, Stocks and Retirement: Your Questions Answered

Merryn Somerset Webb and John Stepek answer some of your questions. They explore the differences between holding physical gold and investing through an ETF, whether or no

The Stocks That Could Survive an AI Bust

Merryn Somerset Webb speaks with Blue Whale Growth Fund Chief Investment Officer Stephen Yiu about what could derail the artificial intelligence boom — and where investor

Is the Stock Market Sending a Warning?

Merryn and John discuss worrying signals from the stock market, the physical constraints facing the AI boom, China’s growing appetite for gold and an unexpected consequen