Latest
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Dario Perkins and Richard de Lisle: inflation, the 1970s, and the rotation to value
Podcasts 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.
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Vitali Kalesnik – investing in a world of geopolitical instability and high inflation
Podcasts 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.
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Luke Hyde-Smith: how to invest for inflation
Podcasts 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.
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Alec Cutler: it feels like the 1970s – what should you buy?
Podcasts 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.
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Shareholder democracy – returning power to to the people
Podcasts 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.
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Sandy Nairn: the end of the “everything bubble” could destroy $75trn of assets
Podcasts 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.
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Julian Brigden: markets are at a huge inflexion point
Podcasts 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.
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Barry Norris: investing for a post-pandemic world
Podcasts 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.
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Temple Bar’s Ian Lance and Nick Purves: the essence of value investing
Podcasts 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.
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