Latest
-
Inflation, energy crisis, strikes – have we gone back to the 1970s?
Podcasts 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?
Podcasts -
James Ferguson: the scope for bond-market disaster is very real
Podcasts 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.
Podcasts -
Gary Channon: the importance of allocating capital wisely
Podcasts 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.
Podcasts -
Rob Arnott: Covid's hidden investment opportunities
Podcasts 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.
Podcasts -
Kieran Heinemann: the history of shareholder capitalism
Podcasts 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
Podcasts -
The MoneyWeek Podcast: Anna Macdonald on hunting down the big companies of tomorrow
Podcasts 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.
Podcasts -
The MoneyWeek Podcast: Sebastian Lyon on the benefits of being boring
Podcasts Merryn talks to Sebastian Lyon, founder and CEO of Troy Asset Management and manager of Personal Assets Trust, on his “boring” approach to asset management. Plus, why ESG investing is not necessarily “ethical” investing; inflation and financial repression; and the point of owning gold.
Podcasts -
The MoneyWeek Podcast: lorry drivers, Brexit, and why now is a good time to buy UK stocks
Podcasts The UK is facing shortages of everything from chicken to microchips. Is Brexit really to blame? Merryn and John discuss the boom-bust nature of the haulage industry, the shifting power balance in the labour market – and look at why now might be a good time to follow private equity into the UK.
Podcasts -
Edward Bonham Carter: things will only get harder from here
Podcasts 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.
Podcasts
