Podcast
Merryn Talks Money
Hosted by Bloomberg · EN
Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can use to help them make better saving and investing choices.
372episodes
Episodes
Newest firstAll episodes
What the Next Generation Wants From Wealth Managers
Yesterday00:27:45Summary readyIn the first of a two-part special recorded live at Bloomberg's London offices, Merryn Somerset Webb brings together Bloomberg's John Stepek, Bytetree's Charlie Morris and Jean-Damien Marie, Global Head of Investments for Barclay's Private Bank and Wealth Management to discuss how the next generation of investors is changing the wealth management industry. From Bitcoin and gold to private equity, ESG and the future of the 60/40 portfolio, the panel explores what tomorrow's wealthy clients want — and whether traditional investment advice is keeping up.See omnystudio.com/listener for privacy information.
SummaryForget the Magnificent Seven. This Is What's Next.
3d ago00:30:02Summary readySign up for our wealth management webinar. It's free! Register now to reserve your place.https://events.bloombergevents.com/attendee-login/login Anthropic, Stripe and OpenAI are some of the world's most sought-after private companies. Maggie Fanari explains to host Merryn Somerset Webb how her team invests in them and firms like them before they reach public markets. Fanari is chief executive of J.Rothschild Capital Management, which manages the 4.5 billion pound ($6 billion) RIT Capital Partners trust. She shares why she believes the next wave of artificial intelligence could create a $60 trillion opportunity, why private markets are becoming increasingly important and where she sees the biggest investment opportunities over the next decade.See omnystudio.com/listener for privacy information.
SummaryMarkets Wrap: Oil Rises, Tech Falters: What Investors Need to Know
6d ago00:15:00Summary readyBloomberg senior reporter John Stepek is joined by co-editor of Bloomberg’s Markets Today blog to discuss the everchanging status of the Iran ceasefire and the resulting impact on oil prices and bond yields. They also highlight the growing evidence that the AI trade could be falling apart and what this means for global markets. See omnystudio.com/listener for privacy information.
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The UK's Shrinking REITs Sector Is Still Attracting Buyers
1w ago00:26:47Summary readyThe number of REITs (real estate investment trusts) listed in London has shrunk dramatically over the past five years. Now the biggest REIT on the market is the subject of a bid from a US buyer. In this week's personal finance edition of Merryn Talks Your Money, Bloomberg senior reporter and author of the Money Distilled newsletter, John Stepek, is joined by Bloomberg real estate team leader Jack Sidders to discuss the health of the UK's commercial property sector, whether there is more consolidation to come, and what it might say about REIT valuations. See omnystudio.com/listener for privacy information.
SummaryThe Biggest AI Investment Mistakes Investors Could Make
1w ago00:36:55Summary readyAI can read every earnings report, filing and research note in seconds — but can it ever replace the instincts of a seasoned investor? Merryn Somerset Webb sits down with Causeway Capital Management chief executive Sarah Ketterer to explore where AI is genuinely changing fund management and why human judgment still matters. Ketterer also shares where she is finding value in today's markets, highlighting opportunities in healthcare, enterprise software, UK equities and overlooked Chinese companies while warning investors about the risks of chasing the AI semiconductor boom.See omnystudio.com/listener for privacy information.
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What Is 'Manchesterism'— And Will It Boost Britain's Economy?
2w ago00:30:12Summary readyMerryn Somerset Webb and John Stepek are joined by Cavendish's Roger Lee to unpack Andy Burnham's North Star of "Manchesterism" and what it could mean for the UK economy, markets, and investors. They debate whether devolving more power to the regions represents genuine economic reform or simply another version of heavy-handed state intervention, while exploring the implications for growth, government spending, fiscal policy, and the UK's increasingly fragile bond market.See omnystudio.com/listener for privacy information.
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Is Vintage Jewelry the Next Great Investment?
2w ago00:19:26Summary readyCould vintage jewelry be one of the smartest real assets to own right now? Merryn Somerset Webb speaks with vintage jewelry expert Emma de Sybel, a former banker who is now the director of Baroque Rocks, about which gemstones, eras, and brands are holding their value—and why buying pre-owned pieces could offer both financial potential and something beautiful to wear.See omnystudio.com/listener for privacy information.
SummaryMan Group's Ed Cole: How to Adapt Your Portfolio to a Changing World
2w ago00:40:41Summary readyDespite agreeing that AI is likely as transformative as its proponents argue, Ed Cole, head of multi-strategy equities at Man Group, believes it’s too early to understand whether there’s a bubble. Meanwhile, the growing backlash against globalization and an effort to reshore means traditional 60/40 portfolios are at risk of becoming outdated. He says a reallocation of assets across gold, small caps and liquid alternatives could be essential to keep up with a changing macro environment. See omnystudio.com/listener for privacy information.
SummaryMarkets Wrap: Gilts, Gold and AI’s Price Tag
3w ago00:16:37Summary readyMerryn Somerset Webb is joined by Sam Unsted, editor of Bloomberg’s Markets Today blog. Together they discuss rallying UK gilts in the wake of Prime Minister Keir Starmer’s resignation, inflation fears resulting from the artificial intelligence infrastructure boom and how narrative and sentiment look to be shaping the gold price.See omnystudio.com/listener for privacy information.
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How Much Could Andy Burnham Cost You?
3w ago00:22:07Summary readyCan Andy Burnham keep his promises without hitting Britons in the pocket? Merryn Somerset Webb speaks with Bloomberg's Phil Aldrick about the tax hikes, spending pressures and economic realities facing Britain's likely next Prime Minister—and why there may be no painless solutions.See omnystudio.com/listener for privacy information.
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