The MoneyWeek Podcast issue 989 - the bubble meets its pin

Podcasts 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.

Podcasts 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.

Podcasts 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.

Podcasts 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.

Podcasts 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.

Podcasts 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.

Podcasts 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.

Podcasts 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.