The MoneyWeek Podcast

By Dennis Publishing

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Rate for this podcast

Subscribers: 210
Reviews: 3

Harvinder Wadhwa
 Feb 2, 2021
I am a regular listener of this podcast. I love the content and the delivery. . Marryn (posh is good!) and John are brilliant. Topics are timely and relevant. Undoubtedly this is one of my favourite podcast. Audio quality still needs improvement.

medicineman
 Jan 26, 2021
Now they've sorted the sound quality out, this is the definitive financial podcast. Gripes about Merryn talking too fast or being too posh are ridiculous. She is the top of the pile, and John is an excellent foil.


 Dec 1, 2018

Description

MoneyWeek's editor-in-chief Merryn Somerset Webb and executive editor John Stepek discuss what's going on in the markets, and how it affects you and your wealth.

Episode Date
Dylan Grice: financial privacy, the stupidity of central bankers and the “cockroach portfolio”
2098
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.
Jun 23, 2022
Liz Ann Sonders: raging inflation and the bear market is not “70s redux”
2021
Merryn talks to Liz Ann of Charles Schwab about how today’s raging inflation and bear market came about, what to do, and why it’s not like the 1970s stagflation, or the the 2007-2008 crash.
Jun 16, 2022
James Ferguson: recession, house prices and the power of youth
2624
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.
Jun 09, 2022
The MoneyWeek Podcast with Russell Napier at the Library of Mistakes
2117
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.
May 27, 2022
Barry Norris: we’re already in the 1970s. Here’s how to invest
2412
Merryn talks to Barry Norris of Argonaut capital about the parallels between now and the 1970s; the transition to “green” energy; and the one sector where “it’s going to be difficult not to make a lot of money”.
May 19, 2022
Anna Macdonald and Mikhail Zverev: Investing in innovative new frontiers
1744
Merryn talks to Anna Macdonald and Mikhail Zverev of Amati about investing in growth-focused innovation in the teeth of a tech-stock selloff, and the opportunities it throws up.
May 12, 2022
Mohamed El-Erian: inflation, disinflation and the mistakes of central bankers
1953
Merryn talks to Mohamed El-Erian about the state of the global economy, how the Fed became hostage to the marketplace, and how you should position your investments in distorted markets.
Apr 28, 2022
James Anderson: the trouble with the fund management industry
3997
Merryn talks to Baillie Gifford's James Anderson about his career at Scottish Mortgage; the roles and responsibilities of the wider fund management industry; the stocks in his portfolio; plus answers to some of your questions.
Apr 22, 2022
Fred Harrison: House prices will peak in 2026
1924
Merryn talks to Fred Harrison, author of #WeAreRent about why land is so lucrative to investors and when house prices will level off.
Apr 13, 2022
Robin Wigglesworth: Index funds matter in ways we are only starting to fathom
2611
Merryn talks to the FT's Robin Wigglesworth about how passive investing via index funds can't be blamed for inflated stockmarket valuations, and how the current fad for ESG may erupt into a new mis-selling scandal.
Apr 01, 2022
Charlotte Yonge: Two ways to protect your money from inflation
2094
Merryn talks to Charlotte Yonge of Troy Asset Management about the long-term inflationary risks the world is facing, and the two best ways to protect your wealth as central banks lose control.
Mar 25, 2022
The MoneyWeek Podcast: redefining the FAANG stocks for a new era
1998
As the tech stock bubble bursts, Merryn and John discuss how one bank has redefined and replaced the FAANG stocks with some decidedly old-school investments.
Mar 18, 2022
Dario Perkins and Richard de Lisle: inflation, the 1970s, and the rotation to value
3699
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.
Mar 11, 2022
Vitali Kalesnik – investing in a world of geopolitical instability and high inflation
2040
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.
Mar 04, 2022
Luke Hyde-Smith: how to invest for inflation
1831
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.
Feb 25, 2022
Alec Cutler: it feels like the 1970s – what should you buy?
3241
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.
Feb 18, 2022
Shareholder democracy – returning power to to the people
2113
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.
Feb 11, 2022
Sandy Nairn: the end of the "everything bubble" could destroy $75trn of assets
1939
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.
Feb 04, 2022
Julian Brigden: markets are at a huge inflexion point
1971
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.
Jan 25, 2022
Barry Norris: investing for a post-pandemic world
1970
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.
Jan 21, 2022
Temple Bar’s Ian Lance and Nick Purves: the essence of value investing
1611
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.
Jan 14, 2022
The MoneyWeek Podcast: happy new year! Are we in for a year of misery?
1667
Merryn and John ring in 2022 with the first podcast of the new year, discussing energy prices, house prices and interest rates, plus the definition of ESG investing – just what is ethical anyway?
Jan 07, 2022
The MoneyWeek Podcast: a very strange year, when forecasting anything became almost impossible
1854
Merryn and John talk about the past year in the markets, the rise of inflation and the bond market's reaction (or lack of it), and conclude that nothing does what you expect anymore.
Dec 23, 2021
Steen Jakobsen: reality has become outrageous
2082
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 with.
Dec 17, 2021
George Maher: what we can learn from the fall of the Roman Empire
1814
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 downfall – and the parallels with today.
Dec 10, 2021
Ewan Markson Brown: the joy of small companies
2159
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-cap companies than the likes of Tencent and Alibaba
Dec 03, 2021
Vivek Ramaswamy: beware of the "woke industrial complex"
1717
Merryn talks to author and investor Vivek Ramaswamy about how big fund managers are using ESG investing to undermine the foundations of democracy.
Nov 26, 2021
Tim Hayes: why I'm bullish on US and European stocks, but not the UK
1828
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 on UK value stocks.
Nov 24, 2021
Spencer Adair: getting rich slowly with "cockroach" companies
2150
Merryn talks to Spencer Adair of the Monks Investment Trust about how he shuns "glamorous" growth to find solid "cockroach" companies that thrive over the long term while their competitors wither and die.
Nov 19, 2021
The MoneyWeek Podcast: climate change, global population and inflation
1314
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 people think); plus the myth of global overpopulation and why our current high inflation isn't going away.
Nov 12, 2021
Dale Robertson: why Europe is a great place to be a stock picker
2051
Merryn talks to Dale Robertson of the Chelverton European Select Fund about the opportunities available to investors in European companies – especially in small and micro-cap stocks.
Nov 05, 2021
Andrew Hunt: why it's a great time to be a deep value investor
1457
Merryn talks to Andrew Hunt, author of Better Value Investing, about his adventures in the market's dark underbelly, looking for the hated and neglected companies that could not only shoot up by 300%-400%, but could help bring about the cleaner future everybody wants.
Oct 22, 2021
Inflation, energy crisis, strikes – have we gone back to the 1970s?
1682
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?
Oct 15, 2021
James Ferguson: the scope for bond-market disaster is very real
2383
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.
Oct 08, 2021
Gary Channon: the importance of allocating capital wisely
2419
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.
Oct 01, 2021
Rob Arnott: Covid's hidden investment opportunities
2488
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. PLUS, to sign up to watch John’s webinar with Roland Arnold, manager of BlackRock Smaller Companies trust, on 20 October, just go to moneyweek.com/blackrockwebinar – it’s free.
Sep 24, 2021
Kieran Heinemann: the history of shareholder capitalism
1924
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.
Sep 17, 2021
Anna Macdonald: hunting down the big companies of tomorrow
1914
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.
Sep 10, 2021
Sebastian Lyon: the benefits of being boring
2394
Merryn talks to Sebastian Lyon, founder and CEO of Troy Asset Management and manager of the Personal Assets Trust, on his approach to asset management – don't lose the money in the first place and you won't have to take big risks getting it back. Plus, why ESG investing is not necessarily "ethical" investing; inflation and financial repression; and the point of owning gold.
Sep 03, 2021
The great lorry-driver shortage, blaming Brexit for everything, and why now is a good time to buy UK stocks
1740
Merryn and John talk about the shortage of lorry drivers, why semiconductors are high in demand but short in supply, how Brexit is blamed for unrelated global problems and why it is a good time to buy UK stocks.
Aug 26, 2021
Edward Bonham Carter: things will only get harder from here
2485
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.
Aug 20, 2021
Jeremy Grantham: we're in one of the greatest bubbles in financial history
2886
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, inflation, and why you should rush out and get the longest fixed-rate mortgage you can.
Aug 05, 2021
Joe Bauernfreund: why Japan is an active investor's dream market
1726
Merryn talks to Joe Bauernfreund of the AVI Japan Opportunity Trust about the opportunities for investors in Japan, a hugely under-researched market with plenty of value.
Jul 29, 2021
Brian Pellegrini: why America isn't going back to work
2145
Brian Pellegrini, founder of Intertemporal Economics, talks to Merryn about the post pandemic economy; why Americans aren't returning to work; plus inflation, productivity, and Big Tech.
Jul 23, 2021
Russell Napier: Asia, financial repression and the nature of capitalism
2064
Russell Napier talks to Merryn about financial repression – or "stealing money from old people slowly" – plus how Asian capitalism is taking over in the West; why active management could be back in favour; and why you should probably buy some property.
Jul 16, 2021
Niall Ferguson: why we'll never be prepared for disaster
2497
Professor Niall Ferguson talks to Merryn about the nature of catastrophe and disaster; why we should perhaps stop worrying about Covid and start worrying about the surveillance state; plus bitcoin, inflation and World War 3.
Jul 09, 2021
Jim Mellon: What I'm buying now – UK stocks, agtech and commodities
1955
Jim Mellon tells Merryn which UK stocks he likes (and which ones he doesn't), why the future of meat is lab-grown, and why you should definitely have some oil in your portfolio.
Jul 02, 2021
Andy Haldane: bitcoin as money is a fanciful idea that should fill us with horror
2518
The Bank of England's outgoing chief economist, Andy Haldane, tells Merryn why he isn't a fan of bitcoin as money; why the BoE is actively considering its own digital cash (and what that would mean for you); plus Covid and our stellar economic recovery, where inflation could go next, and how we avoid ending up like the 1970s.
Jun 25, 2021
The MoneyWeek Podcast: inflation and what to do about it
1782
John and Merryn talk about the latest inflation figures and ask if it really is a temporary thing, Plus, the origin myth of the 2% target; demographics, and why old people aren't as frugal as they used to be; and what to buy now.
Jun 18, 2021
Gillian Tett: listen to the silence – how anthropology helps make sense of the world
1913
The FT's Gillian Tett tells Merryn Somerset Webb why what people aren't talking about is just as important as what they are, and why combining anthropology with economics can help us make sense of asset prices, markets and the world in a way that pure hard science can't.

• See this podcast as a video at https://moneyweek.com/gillian-tett-video
Jun 11, 2021
Mayssa Al Midani: agritech, nutrition and climate change – feeding the world while caring for the planet
1844
Merryn talks to Mayssa Al Midani of the Pictet Nutrition fund about how she invests in feeding the world's expanding population in a sustainable way, and why farming is now a high-tech business that's rising to the environmental challenges, increasing yields while cutting emissions and preserving biodiversity.
Jun 04, 2021
Simon French: why post-pandemic inflation will be short-lived
1880
Merryn talks to Simon French, chief economist with Panmure Gordon, about why he believes inflation will be transitory, and the world will be back to the old normal more quickly than many people think; plus the value in the UK market.
May 28, 2021
The MoneyWeek Podcast: the things on which we are definitely right
1631
Merryn and John talk about the UK's V-shaped recovery; how private equity is gobbling up UK listed companies; and bitcoin - is it worth anything? Is it worth nothing? Does it have any value at all? And why you should buy some.
May 21, 2021
Richard Marwood: dividends are back on the menu
1953
Merryn talks to Richard Marwood of Royal London Asset Management about which companies are recovering from the pandemic as people start spending again; how the UK's best companies are getting snapped up by private equity; and why, even as we move to a renewable-energy future, we'll need Big Oil for some time yet.
May 14, 2021
Troy's Gabrielle Boyle: for global companies, sustainability is just good business
1984
Merryn talks to to Gabrielle Boyle of Troy Asset Management about the top quality global companies in her portfolio, and why those firms that invest in sustainability, diversity and a better future will have a competitive advantage over those that don't.
May 07, 2021
Tom Slater of Scottish Mortgage: growth, the pandemic, and the importance of optimism
2891
Merryn talks to Tom Slater of the Scottish Mortgage Investment Trust about investing in growth, the pandemic and its aftermath, why optimism will always bring better returns than pessimism, and why nothing compares to Tesla.
Apr 30, 2021
Dambisa Moyo: the changing role of corporations
2013
Merryn talks to author and economist Dambisa Moyo on the past and future role of corporations – ESG and public trust, the balance of power between companies and governments; plus the recovery (or lack of) from the pandemic, investing in China, and the prospects for the UK.
Apr 23, 2021
Peter Spiller: how to not lose money to inflation and financial repression
2323
Merryn talks to Peter Spiller of the Capital Gearing Trust about how he navigated the last extraordinary year; what he's buying now; and how he plans to ensure his wealth won't be eroded by inflation or financial repression.
Apr 16, 2021
Steve Clapham: picking stocks is fun, but you need to do your homework
2725
John Stepek talks to Steve Clapham, investor, analyst and author of The Smart Money Method, about the dangers in picking individual stocks and why you need to know what you're doing; plus, the shift from growth to value; and why the next ten years will be very different from the last.

• To get a 30% discount on Steve's book – The Smart Money Method – go to www.harriman-house.com and enter the code MW30OFF
Apr 09, 2021
Pippa Malmgren: Covid, NFTs and Trump’s next big adventure
1955
Merryn Somerset Webb talks to author, analyst and former presidential adviser Dr Pippa Malmgren about the Covid recovery, NFTs and digital flashmobs, and Donald Trump’s bid to build a media empire.
Apr 01, 2021
Laura Destribats: cashing in on millennials’ spending habits
1649
Merryn talks to Laura Destribats of Goldman Sachs Asset Management about investing in stocks that benefit from the behaviour and spending patterns of millennials.
Mar 26, 2021
Calum Bruce: the post pandemic opportunities in retail property
1618
Merryn talks to Calum Bruce of the Ediston Property Investment Company about how the commercial property sector – and retail in particular – has coped with Covid lockdowns and how it can evolve to cope with the new, post-Covid landscape.
Mar 19, 2021
The great rotation and the return of the private investor
1831
Merryn and John look at what's happening in the markets as investors pull out of super expensive growth stocks and into less expensive value stocks; the end of the bond bull market and the return of inflation; and is the wave of new young investors good for markets or the sign of a market top?
Mar 12, 2021
Temple bar: a return to value
2145
Merryn talks to Nick Purves and Ian Lance of the Temple Bar Investment Trust about the shift in the investment landscape and the value available in UK stocks, which haven't been this cheap since the 1970s, and explores some of the stocks they're buying now.
Mar 05, 2021
Dr Paul Jourdan: strategic metals, the commodities supercycle and the electrified future
1942
John Stepek talks to Dr Paul Jourdan, CEO of Amati Global Investors, about investing in the metals needed for the post-oil electrified world, the importance of good governance in the mining sector, and how the green revolution has many parallels with the dotcom boom.
Feb 26, 2021
Hamish Baillie: successful investing in a post-pandemic world
1921
Merryn talks to Ruffer's Hamish Baillie about why traditional investment portfolios may no longer work in a post-Covid landscape, and why in this new reality his multi-million-pound bitcoin punt was the sensible thing to do.
Feb 19, 2021
Duncan Lamont: finding the bright spots in overvalued markets
1971
Merryn talks to Duncan Lamont, head of analytics and research at Schroders, about global markets’ crazy valuations and why now might be the time for active managers to come good. Plus, ESG investing, China, and the perils of raising equity.
Feb 12, 2021
Raoul Pal: why I sold all my gold and bought bitcoin
1926
Merryn talks to Raoul Pal, CEO of Global Macro Investor and Real Vision Group about the terrifying levels of risk in the markets right now, and why that’s driven him to sell all his gold and put the proceeds into cryptocurrencies.
Feb 05, 2021
Ned Naylor-Leyland: “Disinvesting” with gold, and why silver is the original decentralised, disruptive money
1941
Merryn talks to Jupiter’s Ned Naylor-Leyland about gold as a way of genuinely diversifying your portfolio; why bitcoin could eventually return to being just “dark money on the internet”; and the many attractions and even more dangers of silver. And if you want to watch Merryn's webcast with Baillie Gifford's Charles Plowden, click here http://ow.ly/rLoO50Djqff
Jan 29, 2021
Let's talk about bubbles
1869
Merryn and John talk about the many obvious signs of a bubble in certain assets, including tech stocks, TikTok, and stock-trading 12-year olds. It's clear things are not normal – but is it different this time?
Jan 22, 2021
Bitcoin special: what all the fuss is about, and why you should buy some
1885
Merryn talks to bitcoin experts Dominic Frisby and Charlie Morris to get the lowdown on the cryptocurrency to find out why it's such a huge global phenomenon and why you really should get hold of some.
Jan 15, 2021
Bitcoin mania, inflation, and the idea of a great global reset
1911
Merryn and John talk about the US market's epic bubble, Tesla's nutty valuation and how bitcoin mania has taken over the world – is it really gold for the 21st century and are projections of it hitting a million dollars that outlandish? Plus, if every country in the world cancelled everyone's debt all at once, would that really be so bad?
Jan 08, 2021
Russell Napier on debt, financial repression, and the coming of inflation
2292
Merryn talks to MoneyWeek's favourite macro-analyst Russell Napier on how the phenomenal levels of public and private debt will inevitably lead to inflation and financial repression, what that is, and how it will affect you your money, and the global economy.
Dec 21, 2020
A look back on a peculiar year and ahead to the recovery – and what to buy for 2021
2256
Merryn talks to John talk about how the last nine months have affected the economy and the markets, and to to two entrepreneurs – Tommy Crooks of the Edinburgh Natural Skincare Company and Felicia Hjertman of startup fund investment platform Tillit – about how they have coped. Plus, bitcoin, inflation, and what to buy in 2021.
Dec 17, 2020
Julian Jessop: V is for vaccine – and the shape of our economic recovery
1587
Merryn talks to independent economist Julian Jessop about how the vaccine should restart the stalled economic recovery as both consumers and businesses return to normal life.
Dec 09, 2020
Barry Norris: why I'm shorting vaccine-makers
2582
The news of Covid vaccines has delighted many. But not Argonaut Capital's Barry Norris. He tells Merryn why vaccines aren't the panacea people think they are, and how our extended lockdown could have permanently changed our way of life. Plus, he picks one health-focused value stock to buy now.
Dec 03, 2020
Stephen Yiu: in a low quality market, buy only the best stocks – and don't over diversify
1900
Merryn talks to Stephen Yiu of the Blue Whale Growth Fund about his investment approach and the sectors he likes, plus why you should stick with top quality stocks (and why there are more of them in the US than the UK).
Dec 02, 2020
Jonathan Allum on why Japan is both different and the same
2337
Merryn talks to Japan expert Jonathan Allum who explains why many people's ideas of Japan are misguided, and why if you're looking to profit from a post-global Covid recovery, it's an interesting place for investors to start.
Nov 27, 2020
Peter Tasker on Japan's extraordinary resilience, and why you should invest
2184
Merryn talks to Peter Tasker of Arcus, a specialist Japanese equity investment firm, about the extraordinary resilience of Japanese companies, how the country has handled the pandemic, the many attractions for investors, and why you should join Warren Buffett in buying in.
Nov 19, 2020
Alex Wright: UK markets are full of opportunities
1833
There are huge opportunities right now in UK stocks, says Fidelity's Alex Wright. Here, he talks to Merryn about value vs growth, the prospect of a vaccine-driven, V-shaped recovery, what will bring foreign investors back to UK markets, and what he's buying now.
Nov 11, 2020
US election special with Jim Patterson of Kiplinger
1892
Jim Patterson, managing editor of the Kiplinger Letter, our sister publication in the US, joins John to talk about the US election – its effect on the markets, the economy and investors. And if Joe Biden has indeed won, how will that affect America's relations with other world powers, and what can he actually get done in the next four years with the Senate still in Republican hands? Plus, a look at Donald Trump's legacy.
Nov 06, 2020
Alain Caffort: why you should invest in family-run companies
1648
Alain Caffort of the Pictet Family Fund explains the attractions of family-owned businesses, runs through some of his favourite companies, and picks one to hold for the next 20 years.
Nov 05, 2020
How the Law Debenture Corporation's unusual structure gives it an edge
1975
Merryn talks to Dennis Jackson and James Henderson of the Law Debenture Corporation about what makes the trust unique, the regulatory tailwinds it can profit from, and what they're buying now.
Oct 27, 2020
Shaniel Ramjee: tech stocks, China and Japan – where to find the best returns
1834
Merryn talks to Shaniel Ramjee of Pictet Asset Management about where to find the best returns in global markets right now – the continued growth of technology; why China will outperform as its economy steams ahead (plus the risks involved for investors); and why the UK will continue to lag for a while yet.
Oct 20, 2020
Negative interest rates, armed guards and a warehouse full of cash
1534
Merryn and John discuss the extraordinary idea of negative interest rates and explain why as far as they can see they just don't work. Plus, a genius business idea involving guarding piles of cash, and the second in our 20th anniversary questions.
Oct 15, 2020
Lockdowns, layoffs and public-sector pensions
1251
Merryn and John discuss the effects of lockdowns on the economy, particularly on the private sector where already financially fragile workers are laid off, compared to the public sector with their final salary pension schemes. Plus, why you should rebalance your portfolio into China, and a question for readers to go in the 20th anniversary issue of MoneyWeek magazine.
Oct 09, 2020
Covid-19 and the accelerating revolution in healthcare
2195
Merryn talks to Dr Paul Jordan, Anna Macdonald, and Dr Gareth Blades of Amati Global investors about some of their favourite small UK companies - including the opportunities in healthcare and biotech stocks, and how the sector has responded to the pandemic.
Oct 01, 2020
Dale Nicholls: why you should invest in China
1867
Merryn talks to Fidelity's Dale Nicholls about investing in Chinese companies - the sectors he likes, the themes he's following, and why Chinese equities will only grow in importance as the market matures over the coming years.
Sep 24, 2020
James Ferguson: How bad data is driving fear of a second wave of Covid-19
1897
Merryn and John talk to MoneyWeek regular James Ferguson about the rise in infections in coronavirus and what the data is really telling us.
Sep 17, 2020
Mark Slater: why UK stocks are so unpopular right now
1725
Merryn talks to Mark Slater of the Slater Growth fund about why investors have abandoned the UK – and why they are wrong to have done so. Plus, he picks two of his favourite British stocks.
Sep 11, 2020
It's all gone V-shaped
1718
Sep 04, 2020
George Magnus: financial repression and inflation – the only way out
1658
There are very few ways to get out of the debt hole we have dug, economist and author George Magnus tells Merryn, and inflation is one of the most likely. Not tomorrow, perhaps – not even by the end of the year. But it is coming.
Aug 28, 2020
Helen Thomas: how Covid and the “velocity of people” will shape our economic future
1929
John talks to Helen Thomas of Blonde Money about how the economy is shifting to the new, post-Covid reality – and how our children will pay for it all. Plus, a look at the US presidential election and why the markets have shot up in the face of so much bad news.
Aug 19, 2020
House prices, staycations, and the death of cash
1896
John and Merryn talk about the rise in UK house prices and the fact that everybody is holidaying in the UK, plus gold's new highs, the death of cash, and the trouble with Modern Monetary Theory.
Aug 12, 2020
How to age well and profit from the “longevity dividend”
1986
Merryn talks to economist and author Andrew J Scott and discusses how we can profit from the "longevity dividend" as we live longer; why we need to rethink our concepts of ageing; and why you will need to reinvent yourself in middle age to live a long, healthy life.
Aug 06, 2020
Gold bugs' dreams are coming true – but we could still see a V-shaped recovery
1518
John and Merryn talk about how it's perfectly reasonable to expect a V-shaped recovery and to continue holding gold as well. Plus, inflation, staycations and will we ever return to the office?
Jul 30, 2020
Inflation, MMT and the folly of a centrally planned economy
1956
Merryn and John talk about the chancellor's stamp duty holiday and wealth taxes in general; the trouble with modern monetary theory and economies planned by politicians, and how to get ready for a burst of inflation. Plus, the return to the office and the importance of casual conversations.
Jul 15, 2020
Laura Foll: small companies, income, and the power of equity markets
1683
Merryn talks to fund manager Laura Foll about value, income yields and the UK market's underperformance, plus the benefits of smaller companies and the power of having an equity market listing.
Jul 01, 2020
Nick Greenwood: the benefits of investment trusts, and some of my favourites
1903
Merryn talks to Nick Greenwood of Premier Miton Investors, who runs a couple of funds that invest in investment trusts. Nick talks about the advantages of ITs over open-ended funds; the big discounts some trusts are currently trading on (and whether than can continue); and discusses a few of his favourite holdings.
Jun 25, 2020
Merryn and John on markets, pent-up demand, and a V-shaped recovery
1236
This week, Merryn and John talk about how most markets (bar two) are overpriced; how, with people desperate to return to normality, a V-shaped recovery is still possible - and why it might come with a hefty dose of inflation.
Jun 17, 2020
Hugh Hendry: fire Jerome Powell and let the Fed go properly nuts
1748
Merryn talks to analyst and ex hedge fund manager Hugh Hendry, who explains why 2020 is very like 2002; why gold is the adult equivalent of Disneyland, and why people really need to believe the US Federal Reserve has truly lost its mind.
Jun 08, 2020
Mervyn King: why the Covid pandemic is a classic example of radical uncertainty
2050
This week, Merryn talks to ex-governor of the Bank of England Merryn King about the pandemic and how to prepare for a future that is unknowable; the government's response and why science may not always have the answers; and how to deal with vast rise in public debt. Plus, a little bit of bonus Brexit.
Jun 02, 2020
James Ferguson: the virus, the lockdown, and what comes next
3003
Merryn talks to MoneyWeek regular James Ferguson of Macrostrategy Partnership about what's happened so far with the virus; whether the lockdown was the right response; and how the economy might look coming out of it.
May 28, 2020
MoneyWeek 1,000 – a look back over the last 20 years
1776
Merryn and John look back over the first 1,000 issues of MoneyWeek magazine, rounding up what we got right over the last couple of decade, what we got wrong, and what - if anything - has changed, Plus the best of our readers' suggestions of how to invest £1,000 for the next 20 years.
May 22, 2020
Bernard Connolly: how are we going to pay for all this?
2283
Merryn talks to economist Bernard Connolly about the huge – and necessary – sums being spent supporting the economy through the coronavirus crisis. The big question remains: how are we going to finance all this?
May 12, 2020
Andrew Milligan: your advantage over professional investors
1971
Merryn talks to Andrew Milligan, until recently chief investment strategist of Aberdeen Standard Investments, about the state of the markets now and to come, and how retail investors are in many ways better placed than the big institutional players.
May 07, 2020
Central bankers just want to be loved
2287
Merryn and John look at the state of the world as it is now – are we doing too much in terms of stimulus? Should central banks buy equities? And what of "backdoor jubilees"? Plus, Alasdair McKinnon of the Scottish Investment Trust on how he's changed the holdings of his fund to fit the current situation.
Apr 29, 2020
Luciano Diana: ESG investing and a welcome dose of optimism amid the gloom
1417
Pictet's Luciano Diana talks about ESG investing, climate change and the challenges of Covid-19 and how, while things are tough in the short term, there is room for plenty of optimism in the long term.
Apr 28, 2020
Alexander Chartres: the end of a benign era
1484
We've been living in an extraordinarily stable and benign era. But stability breeds instability, says Ruffer's Alexander Chartres. Here, he talks to Merryn Somerset Webb about how the post-virus world might look.
Apr 22, 2020
Steve Keen: a modern debt jubilee is vital to keep the global economy alive
1974
In a fascinating chat, Merryn talks to economist thinker and author Professor Steve Keen, who says we must put the financial system on "life support" with a modern debt jubilee – a one-off universal bailout of debtors rather than creditors, to deal with the massive levels of private debt that are crippling the global economy. Hear more from Steve at https://patreon.com/profstevekeen
Apr 16, 2020
Gillian Tett: life after lockdown and how the world will change
1412
Merryn talks to the FT's Gillian Tett on life in lockdown in New York; debt and the spectre of financial repression; and how the world might look after the pandemic
Apr 14, 2020
Brian Pellegrini: this crisis may not turn out as badly as everyone thinks
1870
Merryn talks to economic analyst Brian Pellegrini. The psychological importance of the Covid-19 crisis s is huge, he says. But its economic importance is questionable.
Apr 08, 2020
Russell Napier: how much debt is too much?
1643
Merryn talks to financial strategist and author Russell Napier about the global economy's huge levels of debt, the governmental response to the coronavirus crisis, the threat of inflation and the inevitability of financial repression.
Apr 03, 2020
Edward Chancellor: governments’ reaction to the virus will come back to haunt us
2174
Merryn Somerset Webb talks to financial historian, investment strategist and author Edward Chancellor, and asks: are we doing the right thing, is it going to work and what are the long-term repercussions?
Mar 31, 2020
Your questions answered
1648
Merryn and John tackle some of the questions sent in by readers - including what they expect to happen to house prices; how much are dividends likely to fall; and is it time to buy a FTSE tracker fund for your ISA?
Mar 30, 2020
Charles Heenan: dominoes are falling – be very careful
1521
Merryn talks to Charles Heenan, investment director of Kennox Asset Management. Assets are cheap, he says, but you need to be very, very careful about what you buy – this is not the time for blanket market exposure. Plus, a peek at what's in his portfolio.
Mar 26, 2020
Bright spots amid the gloom
1740
Merryn and John, in a downbeat mood after a bad week, talk about the authorities' response to the coronavirus; the panic in the bond market; and look for some bright spots amid the gloom.
Mar 24, 2020
The end of capitalism?
1444
John and Merryn talk about the – hopefully temporary – suspension of capitalism as government stimulus takes off in a big way. Plus, how this crisis might play out – will there be a big rebound? And what you should be looking at now.
Mar 18, 2020
The bubble meets its pin
1252
Merryn and John talk about the market crash in the face of the double whammy of the coronavirus and the collapse of the oil price; the inevitable wave of government action and the increasingly real possibility of "helicopter money"; and what it all means for stocks.
Mar 10, 2020
Dominic Frisby on tax
1583
John talks to comedian, author and pop sensation Dominic Frisby about his new book on tax.
Feb 20, 2020
Russell Napier at the MoneyWeek Wealth Summit
1784
The MoneyWeek Podcast returns with another of our speakers from the MoneyWeek Wealth Summit held in November 2019. It's Russell Napier, one of our favourite analysts, who gives his view on the risks facing the global economy, with particular focus on China and the eurozone banking system.
Feb 14, 2020
Jim Mellon at the MoneyWeek Wealth Summit
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Entrepreneur and investor Jim Mellon outlines the two themes that he thinks could be among the biggest investment stories of the 2020s, taken from his presentation at the 2019 MoneyWeek Wealth Summit in November.
Dec 30, 2019
A reaction to the general election result
1940
Merryn and John reflect on an election result that has at last brought some resolution to the interminable Brexit saga and demonstrated that Britain is a proper democratic capitalist nation. Plus, house prices, Scottish independence and should Nigel Farage get a peerage?
Dec 13, 2019
Politicians on a spending spree, and why is Japan so cheap?
1725
Merryn and John talk about the prospect of a big post-election spending splurge. whoever ends up in Number Ten; how Japan ended up so cheap, but remains widely shunned by investors; why certain high-yielding old-school stocks are so reviled; and a slight disagreement on Russia.
Nov 08, 2019
Patient Capital
1588
Merryn and John talk about the Woodford – now Schroders – Patient Capital Trust and whether it is yet investment-worthy; the concept of the totally legit "bezel"; and just what did Neil Woodford do with all his money?
Oct 25, 2019
The Butcher, the Brewer, the Baker... and the Commentator - Episode 4
3742
In the fourth episode of her Edinburgh Festival show, Merryn talks about Adam Smith, economics and sustainable capitalism with author and fund manager Tim Price; academic Robert Macintosh; and one of our favourite macro-strategists, Russell Napier.
Oct 17, 2019
The Butcher, the Brewer, the Baker... and the Commentator - Episode 3
1886
In her third podcast from the Edinburgh Festival , Merryn talks to John Stepek; Anne Richards, CEO of Fidelity International; and economist and journalist Francis Cairncross. Topics include: why we need to accept that experts will often be wrong; how student debt kills British entrepreneurialism; why Adam Smith would have loathed today’s crony capitalism; and has too much regulation broken banking?
Oct 09, 2019
The Butcher, the Brewer, the Baker... and the Commentator - Episode 2
3282
In the second podcast from her sell out Edinburgh show, Merryn talks to investor and guru Jim Mellon; author, comedian and statistician Timandra Harkness, and author, comedian and presenter Simon Evans. Topics include: can you live to 150? Should you nick pills from your diabetic friends? Are monopsonies more dangerous than monopolies? Is social media the best forum for public debate ever? And, if economics is a social science, is it really a science at all?
Sep 24, 2019
The Butcher, the Brewer, the Baker... and the Commentator - Episode 1
3150
A performance from Merryn's sell-out Edinburgh show, with guests Willie Watt, Anna Macdonald and Simon Evans. Topics include – was Adam Smith a leftie? Do the downsides of globalisation justify the new protectionism? Should we ban alpha mating to help close the gender pay gap? Did Smith really forecast falling fertility in the developed West? And did he invent the idea of virtue signalling?
Sep 20, 2019
Draghi's last gasp, WeWork, and the curious case of the high-yielding oil stocks
1246
Merryn and John talk about the ECB's latest bout of money-printing; bond yields; WeWork's cancelled listing; private equity euphoria and the shrinking of public markets; and the incredible yields on profitable but unpopular oil stocks.
Sep 19, 2019
Negative interest rates, a global cryptocurrency and people's QE
1504
This week, Merryn and John reckon we should forget Trump, Brexit and all the other things that have been generating so much social media hysteria. There's something much more important for investors to thing about - negative interest yields and the battle between inflation and deflation. Plus, central banks' global cryptocurrency, People's QE, and what to buy now.
Aug 30, 2019
Boris, Brexit and Anti-bubbles
1403
Merryn and John talk about Boris Johnson; his options for Brexit and whether a fudgy face-saving deal is better or worse than no deal; and what the end of uncertainty will do for the UK's "anti-bubble" markets.
Jul 25, 2019
Peer-to-peer lending and why there is nothing new in finance
1571
Merryn and John talk about ultra-low yields; peer-to-peer lending and why there is nothing new in finance; and the good news about the slow downward drift in house prices.
Jul 19, 2019
Currency wars, inflation, and Neil Woodford
1692
Merryn and John talk about currency wars; central-bank dovishness and the consequences for the markets of ultra-low interest rates; more on Poor Neil Woodford and his still-shuttered fund; the trials of socially responsible investing; and a new stock exchange for Scotland.
Jul 04, 2019
The gold bull market and a debt jubilee
964
Merryn and John ask if this really is the start of a new bull market for gold, and whether we should have a student debt jubilee – or perhaps even a universal debt jubilee.
Jun 28, 2019
Facebook's new cryptocurrency and the sale of Sotheby's
1958
John and Merryn talk about Facebook's new cryptocurrency, Libra, and whether it will be as transformative as its founders hope; the sale of Sotheby's auction house and what it tells us about our hysterical over-the-top markets; plus John's bombshell opinion on the Tory leadership race.
Jun 19, 2019
Poor Neil Woodford
1817
This week, John and Merryn talk - inevitably - about the fallout for investors and the wider wealth management industry from "poor" Neil Woodford's spectacular fall from grace. Plus, a quick plug for Merryn's Edinburgh Festival show.
Jun 06, 2019
Euro elections, bitcoin and trade tariffs
1761
John and Merryn talk about Brexit, the Tory leadership and the problem with sterling; why the world still isn't ready for bitcoin; why you really should be worried about a Jeremy Corbyn government; and the unintended consequences of US trade tariffs.
May 23, 2019
Merryn talks to India expert David Cornell
1542
Merryn talks to India expert David Cornell, manager of the India Capital Growth Fund, about what's going on in India – currently in the midst of a crucial election – and why you should invest there.
Apr 26, 2019
Agritech and a stockmarket meltup
1789
Merryn and John talk about the revolution in the agriculture industry – one of the most interesting sectors around at the moment; plus, should you buy bitcoin; are we going to see a stockmarket "melt-up"; and should we write off student debt?
Apr 24, 2019
The trouble with the Customs Union
1379
Merryn and John talk about the EU customs union and why remaining in it is such a bad idea – and discuss some of the EU's other bad ideas, including the undiscussed and unpublicised nanny-tech in your car, and the trouble with the new copyright directive.
Apr 03, 2019
Merryn talks to Russell Napier
2066
Merryn talks to strategist Russell Napier about China and the US; the best and worst of the world's currencies; democracy, sovereignty and the EU; and the power of multinational corporations.
Mar 25, 2019
Merryn talks to Alasdair McKinnon about gold
2078
This week, Merryn and John talk about gold, with special guest Alasdair McKinnon, manager of the Scottish Investment Trust, who explains why he's buying gold – and gold miners – now. (For more on gold miners, see this MoneyWeek magazine cover story by Dominic Frisby: https://moneyweek.com/gold-miners-should-regain-their-shine)
Mar 05, 2019
Merryn talks to Bernard Connolly
3260
Merryn Somerset Webb talks to economist and author Bernard Connolly about how the EU is a protectionist superstate with its roots in the economic relationship between Vichy France and Nazi Germany.
Feb 20, 2019
The trouble with modern monetary theory (MMT)
730
In a rare solo podcast, John Stepek talks about the problems with modern monetary theory (MMT; sometimes called the "magic money tree") – a way for America to fund its "Green New Deal" – and why governments can't be trusted with it.
Feb 15, 2019
Merryn talks to Anand Giridharadas
2541
Merryn talks to best-selling author Anand Girihadas about how the global plutocratic elite has broken the modern world and how economies are rigged to not work for most people; why the EU is “the most important boring thing in the world”; and why a world with fewer billionaires and more millionaires would be a wonderful place.
Feb 04, 2019
Merryn meets Bruce Stout
2560
Merryn talks to Bruce Stout, manager of the Murray International Trust, about his fund, how he sees the world, and what he expects from the next few years. (Apologies from Merryn for the imperfect sound quality – she set off to meet Bruce in such excitement she left the important bits of recording equipment behind.)
Jan 31, 2019
Stockmarket sentiment and doom-mongers
1236
John and Merryn talk stockmarket sentiment, profit warnings, and whether all the doom-mongers have it wrong on UK stocks; why many assets are on reasonable valuations right now; plus a little bit of Brexit and a tiny bit of Trump.
Jan 23, 2019
No such thing as passive investing
1406
In a Brexit-free edition of the MoneyWeek podcast, Merryn and John discuss why there's no such thing as passive investing (and why active fund management does have its uses); ask if we're really moving into a "post-Buffett era of investment"; and explain why fund charges should come down even further.
Jan 15, 2019
Charities, charitable giving and Gift Aid
754
In MoneyWeek's Christmas podcast, John and Merryn talk about the benefits of charities and charitable giving – and the very good reasons for abolishing the Gift Aid system of tax relief for charities.
Dec 20, 2018
Brexit: what happens now?
1318
In the latest MoneyWeek podcast, Merryn and John talk about Brexit – what happens now, the odds of no deal, a second referendum – and what you can do about it.
Dec 17, 2018
Merryn meets Jonathan Tepper
1615
Merryn talks to investor and author Jonathan Tepper, whose book – The Myth of Capitalism: Monopolies and the Death of Competition – attempts to explain just what is wrong with capitalism today, and what can be done about it.
Dec 11, 2018
Theresa May's Brexit deal and the inverted yield curve
1743
Merryn and John continue their discussion on Theresa May's Brexit deal; plus, an explanation of the inverted yield curve (and why it's so important); and why you really should own some gold.
Dec 06, 2018
EFTA, EEA, "Norway Plus" or no deal?
1214
John and Merryn discuss Theresa May's Brexit deal; what might happen next; the chances of an EFTA, EEA or "Norway Plus" deal; and what happens if we end up with no deal at all. Plus, why the notion that the UK is "uninvestable" is preposterous, and indeed how we may soon see an unprecedented investing opportunity.
Nov 30, 2018
Merryn talks to Paul Hodges about the state of the global economy
2003
In a bonus edition of the MoneyWeek Podcast, Merryn and economist Paul Hodges have a wide-ranging chat about the state of the global economy and the key indicators that are now starting to point to just how bad things are. Plus, China, globalisation, the slide in the London prime property market, and a host of other subjects, including demographics, fertility and the oil price.
Nov 15, 2018
Why globalisation is a force for good
1406
In this week's podcast, Merryn and John talk about why globalisation is a force for good (but is by no means an unstoppable force); plus the arguments for and against investing in China - as explained in detail in this week's magazine.
Nov 15, 2018
The crazy deal that could mark the top of the market
1328
John and Merryn look at the crazy deal that could mark the top of the market and how to adjust your portfolio – making some very bold and specific predictions on the way; plus, our fast-rising life expectancy and what that means for you, your wealth and society.
Nov 07, 2018
Jordan Peterson and the nature of truth
1430
Merryn and John discuss Jordan Peterson and the nature of truth; muse over the state of politics today; and pick some of the best bits out of Philip Hammond's phenomenally dull Budget. Sign up FREE for more from Merryn and John here: moneyweek.com/MM-signup/
Oct 31, 2018
What next week's Budget could hold
907
MoneyWeek's editor-in-chief, Merryn Somerset Webb, looks ahead to the Budget next week, and asks what exactly might Chancellor Philip Hammond have in store for us.
Oct 24, 2018
What art can tell us about the wider markets
1277
Merryn and John marvel at how out of touch the political classes are; Italy's debt, the state of the bond markets and a canny bet on the future of the euro; and what art can tell us about where the wider markets are now. Sign up FREE for more from Merryn and John here: https://moneyweek.com/MM-signup/
Oct 10, 2018
How wage inflation (and real inflation) is coming to an economy near you
1509
Merryn and John talk about Amazon's wage increase, the real reasons behind it and how wage inflation – and real inflation – is coming to an economy near you; Theresa May's post-Brexit immigration plans and the implications for the economy; oil's four-year high; and Italy's spendthrift budget and the EU's inevitable next crisis.
Oct 04, 2018
The excitement in the gold market
1268
This week, Merryn and John talk about the excitement in the gold market, as Barrick and Randgold merge, how central banks are behind the curve on inflation, and the prospects for the UK property market.
Sep 26, 2018
Financial crisis fallout (or not)
1262
This week, Merryn and John talk about the great financial crisis; how it was entirely predictable (and was, in fact, seen coming by an awful lot of people, including MoneyWeek); why the response from the world's financial authorities has solved nothing; and how nobody has been held accountable.
Sep 17, 2018
Turkey trouble
1072
This week, John and Merryn discuss the trouble in Turkey and why the country has, for a long time, been a disaster waiting to happen; which assets are worth investing in at the moment; and where the UK property market is to heading next.
Aug 15, 2018
Britain's declining productivity growth
1116
This week, John and Merryn look at what's really behind Britain's declining productivity growth; what the yield curve is and why we should be worried about it; and Merryn's forthcoming show at the Edinburgh Fringe Festival.
Jul 25, 2018
Why a second referendum is a non-starter
1053
In this week's long-awaited new podcast, John and Merryn talk Brexit, and why a second referendum is a non-starter; the EU's pleasing new trade deal with Japan; UK inflation, wage-growth and house-prices; plus a preview of this week's cover story on oil.
Jul 18, 2018
Trump, the G7 and protectionism
1344
This week, Merryn and John talk Donald Trump, the G7 and protectionism; also, Italy and the increasingly widespread desire to reboot civilisation; and does the "bloodbath on the high street" mean it's time to split up Amazon?
Jun 11, 2018
Populism, Italy and the EU's next crisis
1695
Merryn and John talk about populism, Italy and the next crisis looming for the EU; the end of extreme monetary policy; the problem with democracy (and should we just have less of it?); and the future for the oil price.
May 21, 2018
The UK's biggest drop in house prices since 2010
1190
Merryn and John discuss the UK's biggest drop in house prices since 2010; the fetishisation of big cities; the inevitability of higher interest rates; the car crash that is the Argentinian economy; and the search for the deal that signals the market top.
May 09, 2018
Should you buy Russian stocks?
1046
This week, Merryn and John debate Russia – it's the cheapest market in the world – but should you buy it?
Apr 16, 2018
The most-hated market in the world
901
This week, Merryn and John look at the most-hated market in the world; are astounded and appalled to realise that the most expensive tracker fund in the UK still exists; and look at a story from Japan that could herald a long-overdue revolution on active fund management fees.
Mar 26, 2018
Contrarian indicators
1475
Merryn and John talk about turning into contrarian indicators; about the terrifying possibility of companies or governments using our medical data to read our minds; and, more prosaically, about what you should be looking for in a "buy and hold forever" fund.
Mar 23, 2018
How bull markets die
1565
Merryn and John talk about how bull markets die, where we really are in the current one, and whether we could in fact be in the foothills of a massive upsurge in productivity (and how to invest in it if we are). Oh, and poor Neil Woodford. Again.
Mar 12, 2018
Protectionism, guns and the existential threat to the euro
1642
Merryn and John discuss the rise of protectionism; big business's backlash against the US gun lobby; the Italian election and the existential threat to the euro; pensions and pension deficits; and the increasingly complicated world of ISAs.
Mar 05, 2018
The great rotation, inflation and the spectre of the 1970s
2228
John and Merryn mull over another eventful week in the markets. This week, they talk about the "great rotation" - the shift in the bond markets and how that will affect equities – plus inflation and the spectre of the 1970s. Also, private equity, charities, poor old Neil Woodford and much more.
Feb 27, 2018
The excitement in the markets and madness of bankers
1190
John and Merryn talk about the excitement in the markets over the last few days; the VIX "fear index"; the bonkers deceit at the core of central bankers' world; and a warning about investment scams, and what to look for so you don't get caught up.
Feb 09, 2018
The end of the 30-year bond bull market?
1331
It looks as if the stockmarket has finally noticed that the bond bull market of the last 30-odd years really is over. Will all assets now inevitably fall in value? And what - if anything - can investors do? In the latest issue of the MoneyWeek Podcast, Merryn and John discuss the outlook for the markets.
Feb 05, 2018
Bad tech, inflation and buy to let
1389
Merryn and John talk through the issues of the week, including the bad behaviour of the large tech companies; stock valuations and the threat of inflation; and the state of the buy-to-let property market.
Jan 29, 2018
The collapse of Carillion
1429
John and Merryn talk about what's in this week's issue of MoneyWeek magazine, plus the burning issues of the week – including the collapse of Carillion; the end of the bond bull market; and the chances of a Corbyn government.
Jan 19, 2018
Russia, the stockmarket melt-up, and UK house prices
1257
Merryn Somerset Webb and John Stepek discuss MoneyWeek issue 878, plus the other burning issues of the week. Topics covered include the perils and rewards of investing in Russia; wage increases, inflation and the economic cycle; corporate governance and why companies should behave better; the future of shareholder capitalism and the change in people's relationship with their money; the coming stockmarket "melt-up"; house prices and, inevitably, bitcoin and cryptocurrencies.
Jan 12, 2018
Charles Plowden: where to find long-term growth
1915
Merryn Somerset Webb talks to professional investor Charles Plowden about investing for long-term growth, and where to find companies that will give above average returns.
Mar 24, 2017
Charlie Morris: how to invest in the world of Trump
1216
Merryn Somerset Webb talks to Charlie Morris, editor of the Fleet Street Letter, about how to invest in the era of Donald Trump.
Mar 17, 2017
Diana Choyleva: the unravelling of globalisation
1526
Merryn Somerset Webb talks to economist Diana Choyleva about how globalisation is “unravelling”, and what that means for the world economy.
Mar 12, 2017
Mark Slater: finding growth at a reasonable price
1326
Merryn Somerset Webb talks to phenomenally successful investor Mark Slater about how he consistently finds good growing companies to buy without breaking the bank.
Mar 03, 2017
Paul Mumford: simple steps to successful investing
2488
Merryn Somerset Webb talks to veteran fund manager Paul Mumford about the secret of his successful career - and the stocks he's buying now.
Feb 21, 2017
Britain backs Brexit
1187
Britain backs Brexit: MoneyWeek’s Merryn Somerset Webb and John Stepek give their immediate reactions to Britain’s momentous EU referendum vote: what does it mean for Britain, what does it mean for Europe, and what does it mean for your money?
Jun 24, 2016
Brexit!
1685
John & Merryn discuss Brexit
Jun 17, 2016
Gervais Williams: the market is ripe for micro-caps
1425
Merryn Somerset Webb talks to smaller companies expert Gervais Williams about why sluggish market growth means now is the time to tuck away some cheap micro-caps in your portfolio.
Apr 01, 2016
Bernard Connolly: the EU is an "explicitly anti-democratic", crony capitalist state
3050
Merryn Somerset Webb interviews economist Bernard Connolly about the democratic deficit in the EU, the certainty of a new financial crisis, and what you can do about it.
Mar 25, 2016
Russell Napier: give everybody in China a credit card
1806
Merryn Somerset Webb talks to economic strategist Russell Napier about quantitative easing, Brexit, and how to get China spending.
Mar 18, 2016
A falling pound and London's ridiculous property market
1640
John and Merryn discuss the new-look magazine, and the stocks to buy to take advantage of a falling pound. Plus, an update on the MoneyWeek investment trust portfolio, and the ridiculous state of the London property market.
Mar 04, 2016
Gary Channon: the three things I look for when buying a company
1751
Merryn Somerset Webb talks to Phoenix Asset Management’s Gary Channon about what he looks for in an investment, and how he’s made a return of over 12% a year for the last 18 years.
Mar 04, 2016
Why we're backing Brexit
871
Merryn and John explain why they're backing Brexit, and what's going on with sterling and interest rates. Plus, has oil hit bottom, and what's the deal with inflation (hint: it's alive and well)?
Feb 26, 2016
Gold miners, negative interest rates and the future of dividend stocks
1151
Merryn and John talk about gold miners, rant about negative interest rates (for a change) and ponder the future of dividend stocks.
Feb 12, 2016
Merryn Somerset Webb interviews Anne-Marie Slaughter
1094
Shaking up the workplace. Merryn Somerset Webb interviews Anne-Marie Slaughter on her new book Unfinished Business: Women, Men, Work, Family.
Feb 11, 2016
What central banks might do next
1148
Merryn and John pat themselves on the back over a well-timed call on about the only thing that's going up these days; share the pains of looking at your portfolio when the market is falling hard; and fret over what central banks might do next – no speculation too outlandish.
Feb 08, 2016
Stand up for capitalism
1168
Japan's big surprise, stand up for capitalism and driving made easy: Merryn and John talk about the ongoing descent into central banking madness, the way to protect capitalism from itself, and why Hyman Minsky was right about pretty much everything.
Jan 29, 2016
Merryn Somerset Webb interviews Hugo Dixon
2740
Merryn Somerset Webb talks to journalist and author Hugo Dixon about why he thinks Britain is better off in Europe than out of it.
Jan 29, 2016
Learning to love the oil price crash
1093
John Stepek talks to resources specialist Alex Williams about the crashing oil price, the state of global trade and why the popularity of ball bearings bears watching.
Jan 25, 2016
Merryn Somerset Webb talks to Craig Yeamen
1217
moneyweek podcast financial Britain strategy business markets fund bonds personal finance investing personal investing london
Jan 15, 2016
An unusual feeling of optimism
1346
MoneyWeek Issue 776: Merryn and John find themselves in the unusual position of being on the optimistic side of the market. And Merryn reveals just how insane central bank policies are about to become.
Jan 15, 2016
Dan Denning joins John Stepek
2113
In the final show for 2015, Dan Denning from Capital and Conflict joins John Stepek to talk about three subjects: the biggest investment surprise of 2015, the most important investment story of 2015, and their favourite book recommendation for the New Year. Oil, interest rates, inflation, stocks, human greed, human nature, and future Artificial Intelligence that qualifies as a ‘mind’ are all discussed. Plus, how to live an investment life on your own terms.
Dec 22, 2015
Where will house prices go next?
1231
It's all over for buy-to-let. Merryn and John talk about the property market - where will house prices go? Free money for all, what will come of Finland's basic-income experiment.
Dec 11, 2015
John joins Capital & Conflict to discuss Project Income & buy-to-let
1244
MoneyWeek editor John Stepek talks about the latest ‘roundtable’ in which investment experts talk about their best ideas and biggest risks for 2016. John also discusses ‘Project Income’ and the effort to give British investors better information on pensions and retirement. The cover-story in this week’s magazine is on the prospects for ‘buy-to-let’ investors in 2016.
Dec 11, 2015
Gold miners: not all bad
1348
Merryn and John talk about why gold miners are not uniquely bad businesses, look at the truth about global warming (and investment), and discuss worrying developments in the War on Cash.
Dec 07, 2015
The housing market and George Osborne's mini budget
1694
Merryn and John talk about the changes to buy to let, the house market and George Osborne's mini budget.
Nov 26, 2015
The worrying outlook for British dividend stocks
838
Merryn and John talk about the long-term impact of the Paris attacks, collapsing oil prices and the worrying outlook for British dividend stocks.
Nov 20, 2015
George Osborne is coming after your pension savings
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In this week’s show, Merryn and John discuss how George Osborne is coming after your pension savings, plus Britain's unfair tax credit system and the generosity of the welfare state.
Nov 13, 2015
The last 15 years
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John and Merryn discuss the last 15 years of MoneyWeek. Commodities went from bust to boom and back again – is another boom on the horizon? Which market has changed the most? And just what do Aussie pensioners spend their money on?
Nov 06, 2015
Merryn Somerset Webb talks to R. Hutchings Vernon
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Merryn somerset Webb talks to Hutch Vernon co-portfolio manager for the Flexible Equity strategy - brown advisory about American equities.
Nov 04, 2015
Merryn Somerset Webb talks to Gillian Tett
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Merryn Somerset Webb talks to the FT’s Gillian Tett about interest rates, the bubbles in the US financial system, and how ‘silo thinking’ can be very bad for your wealth.
Nov 02, 2015
Merryn Somerset Webb talks to Paul Hodges
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Merryn Somerset Webb talks to Paul Hodges about how the current wave of refugees could be the answer to Britain’s demographic time bomb.
Nov 02, 2015
Merryn Somerset Webb talks Peter Frankopan
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Merryn Somerset Webb talks to author and historian Peter Frankopan about Britain's relationship with the new Silk Roads, and why we need to better understand China.
Oct 30, 2015
Britain and China’s coy first date
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In this week's MoneyWeek podcast, Merryn and John talk about Britain's new romance with China, the decline of the steel industry, and our position in the EU.
Oct 23, 2015
Merryn Somerset Webb talks to Dan Hannan
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Merryn Somerset Webb talks to Conservative MEP Dan Hannan about the trouble with the European Union, and why Britain would be better off out of it.
Oct 23, 2015
Merryn Somerset Webb talks to David Smith
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Merryn Somerset Webb talks to Economics Editor of the UK Sunday Times and author David Smith, about his new book Something Will Turn Up.
Oct 16, 2015
Robot farmers and EU nonsense
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Merryn and John discuss this week's magazine. Merryn talks about how robots could take over our farms – and why that's a good thing – and John gets all worked up about nonsense EU statistics that just won't die.
Oct 16, 2015
Merryn Somerset Webb talks to Matt Ridley
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Merryn Somerset Webb talks to Matt Ridley, about how, despite what many people want to believe, nobody is in control of the world economy – and that’s exactly how it should be.
Oct 08, 2015
Merryn Somerset Webb talks to Alex Perry
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Merryn Somerset Webb talks to author Alex Perry about how the global aid industry is corrupting the continent of Africa and holding it back from realising its vast potential.
Oct 02, 2015
What VW and the African aid industry have in common
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Merryn and John discuss this week's magazine. It's all about skewed incentives this week: they explain why we can expect a lot more scandals like VW, why the aid industry is holding back Africa, and why big companies aren't anywhere near as safe as investors think. Oh, and they also talk about gin.
Oct 02, 2015
Austrian economics and Europe
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Dan Denning of Capital and Conflict and MoneyWeek’s John Stepek talk to Dr Barbara Kolm, president of the Hayek Institute and director of the Austrian Economics Centre in Vienna about the European Union, immigration, and what low interest rates are doing to our morals.
Sep 25, 2015
The coming war on cash
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Merryn and John talk about this week’s edition of MoneyWeek, including our panel of experts’ generally positive views on China; the danger that our cash is going to be taken away from us in the Bank of England’s latest wheeze to combat deflation; and a structured product that you might just want to invest in.
Sep 24, 2015
The Fed bottles it again
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Merryn Somerset Webb and John Stepek talk about the burning issues of the week – including how the Fed bottled it again on raising interest rates, how ‘silo thinking’ caused the financial crisis, and how it could cause the next.
Sep 18, 2015
Merryn Somerset Webb talks to James Fergusson
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Merryn Somerset Webb talks to author James Fergusson about how climate change and diminishing resources – particularly water – are driving migration. And how this is just the start.
Sep 15, 2015
Corbyn And Trump, barbarians at the gate
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Merryn and John discuss the issues in this week’s magazine, including the rise of populism in the UK, US and Europe in the wake of the financial crisis and the politicians’ and central banks’ response to it.
Sep 11, 2015