The MoneyWeek Podcast

Steen Jakobsen: reality has become outrageous
Investment strategy

Steen Jakobsen: reality has become outrageous

Merryn talks to Steen Jakobsen of Saxo Bank about his annual “outrageous predictions” – and how reality is proving a match for anything he can come up…
17 Dec 2021
The MoneyWeek Podcast: George Maher on what we can learn from the fall of the Roman Empire
Economy

The MoneyWeek Podcast: George Maher on what we can learn from the fall of the Roman Empire

In the latest MoneyWeek Podcast, Merryn talks to actuary and author George Maher about the economy of the Roman Empire and what eventually led to its …
10 Dec 2021
Ewan Markson-Brown: the joy of small companies
Investment strategy

Ewan Markson-Brown: the joy of small companies

Merryn talks to Ewan Markson-Brown of Crux Asset Management about why when it comes to emerging markets, he much prefers to invest in micro- and small…
3 Dec 2021
Vivek Ramaswamy: beware of the "woke industrial complex"
Investment strategy

Vivek Ramaswamy: beware of the "woke industrial complex"

Merryn talks to author and investor Vivek Ramaswamy about how big fund managers are using ESG investing to undermine the foundations of democracy.
26 Nov 2021
Tim Hayes: why I'm bullish on US and European stocks, but not the UK
Investment strategy

Tim Hayes: why I'm bullish on US and European stocks, but not the UK

Merryn talks to Tim Hayes, chief global investment strategist of Ned Davis Research, about why he's so bullish on US growth stocks, but not so keen o…
24 Nov 2021
Spencer Adair: getting rich slowly with “cockroach” companies
Investment strategy

Spencer Adair: getting rich slowly with “cockroach” companies

Merryn talks to Spencer Adair of the Monks Investment Trust about how he shuns “glamorous” growth to find solid “cockroach” companies that thrive over…
19 Nov 2021
The MoneyWeek Podcast: climate change, global population and inflation
Investment strategy

The MoneyWeek Podcast: climate change, global population and inflation

Merryn and John talk about the COP climate change summit; why the short-term answer to our energy needs is be nuclear (and why it's a lot safer than p…
12 Nov 2021
Dale Robertson: why Europe is a great place to be a stock picker
European stockmarkets

Dale Robertson: why Europe is a great place to be a stock picker

Merryn talks to Dale Robertson of the Chelverton European Select Fund about the opportunities available to investors in European companies – especiall…
5 Nov 2021
Andrew Hunt: why it's a great time to be a deep value investor
Value investing

Andrew Hunt: why it's a great time to be a deep value investor

Merryn talks to Andrew Hunt, author of Better Value Investing, about his adventures in the market's dark underbelly, looking for the hated and neglec…
22 Oct 2021
Inflation, energy crisis, strikes – have we gone back to the 1970s?
Investment strategy

Inflation, energy crisis, strikes – have we gone back to the 1970s?

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 …
15 Oct 2021
James Ferguson: the scope for bond-market disaster is very real
Economy

James Ferguson: the scope for bond-market disaster is very real

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 sign…
8 Oct 2021
Gary Channon: the importance of allocating capital wisely
Investment strategy

Gary Channon: the importance of allocating capital wisely

Merryn talks to Gary Channon of Phoenix Asset Management about his investment style and the balance between diversification and performance. Plus, cap…
1 Oct 2021
Rob Arnott: Covid's hidden investment opportunities
Investment strategy

Rob Arnott: Covid's hidden investment opportunities

Merryn talks to Rob Arnott of Research Affiliates about some of the unexpected consequences of Covid and their opportunities for investors, plus the "…
24 Sep 2021
Kieran Heinemann: the history of shareholder capitalism
Investment strategy

Kieran Heinemann: the history of shareholder capitalism

Merryn talks to Kieran Heinemann, author of Playing the Market: Retail Investment and Speculation in Twentieth-Century Britain, about the history of t…
17 Sep 2021
The MoneyWeek Podcast: Anna Macdonald on hunting down the big companies of tomorrow
Investment strategy

The MoneyWeek Podcast: Anna Macdonald on hunting down the big companies of tomorrow

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 t…
10 Sep 2021
The MoneyWeek Podcast: Sebastian Lyon on the benefits of being boring
Investment strategy

The MoneyWeek Podcast: Sebastian Lyon on the benefits of being boring

Merryn talks to Sebastian Lyon, founder and CEO of Troy Asset Management and manager of Personal Assets Trust, on his “boring” approach to asset manag…
3 Sep 2021
The MoneyWeek Podcast: lorry drivers, Brexit, and why now is a good time to buy UK stocks
Investment strategy

The MoneyWeek Podcast: lorry drivers, Brexit, and why now is a good time to buy UK stocks

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 ha…
27 Aug 2021
Edward Bonham Carter: things will only get harder from here
Investment strategy

Edward Bonham Carter: things will only get harder from here

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", …
20 Aug 2021
Jeremy Grantham, we're in one of the greatest bubbles in financial history
Investment strategy

Jeremy Grantham, we're in one of the greatest bubbles in financial history

Merryn talks to Jeremy Grantham of GMO about the current state of the markets and where investors can "hide" from all the craziness, plus inequality, …
5 Aug 2021
Joe Bauernfreund: why Japan is an active investor's dream market
Investment strategy

Joe Bauernfreund: why Japan is an active investor's dream market

Merryn talks to Joe Bauernfreund of the AVI Japan Opportunity Trust about the opportunities for investors in Japan, a hugely under-researched market w…
29 Jul 2021
Brian Pellegrini: why America isn't going back to work
Economy

Brian Pellegrini: why America isn't going back to work

Brian Pellegrini, founder of Intertemporal Economics, talks to Merryn about the post pandemic economy; why Americans aren't returning to work; plus in…
22 Jul 2021
The MoneyWeek Podcast: Asia, financial repression and the nature of capitalism
Economy

The MoneyWeek Podcast: Asia, financial repression and the nature of capitalism

Russell Napier talks to Merryn about financial repression – or "stealing money from old people slowly" – plus how Asian capitalism is taking over in t…
16 Jul 2021
Niall Ferguson: why we'll never be prepared for disaster
Economy

Niall Ferguson: why we'll never be prepared for disaster

Professor Niall Ferguson talks to Merryn about the nature of catastrophe and disaster; why we should perhaps stop worrying about Covid and start worry…
9 Jul 2021
Jim Mellon: What I'm buying now – UK stocks, agtech and commodities
Investment strategy

Jim Mellon: What I'm buying now – UK stocks, agtech and commodities

Jim Mellon tells Merryn which stocks he likes (and which ones he doesn't), why the future of meat is lab-grown, and why you should definitely have som…
2 Jul 2021