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.
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Finding opportunities in frontier markets
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42:14
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Andrew Van Sickle talks to Emily Fletcher and Sam Vech, co-managers of the Blackrock Frontiers Investment Trust, about the improving outlook for the sector and the appeal of exotic economies ranging from Vietnam to Saudi Arabia.By Future Publishing
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Andrew Van Sickle talks to Greg Eckel and Jonathan Morgan of Canadian General Investments about the economic, environmental and political backdrop for Canadian equities and explores the outlook for the Toronto stockmarket’s key sectors.By Future Publishing
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Andrew van Sickle talks to Joe Bauernfreund of Asset Value Investors about why Japanese corporations have become more shareholder-friendly over the past decade and what this means for smaller companiesBy Future Publishing
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Andrew van Sickle talks to Laura Foll of Janus Henderson Investors about why the London equity market is being shunned by local and foreign investors alike, and what can be done to turn the tide.By Future Publishing
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Andrew van Sickle talks to Stuart Gray of Alliance Trust about worldwide investment opportunities, the trust’s multi-manager strategy and more than half a century of successive dividend increases.By Future Publishing
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HydrogenOne Capital Growth plc - long and short term opportunities in the green economy
45:17
45:17
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Rupert talks to Richard Hulf about the state of the hydrogen market and how investors can capitalise on this emerging technology.By Future Publishing
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Reducing macro economic risk in a portfolio
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55:27
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Rupert talks to Argonaut Capital’s CEO Barry Norris. They discuss how to protect your portfolio, opportunities in energy and why short selling can add an edge to your portfolio.By Future Publishing
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Activist investing and capitalising on trading opportunities in equities around the world
48:32
48:32
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Rupert talks to Joe Bauernfreund from Asset Value Investors about value investing, Japanese stocks and the right way to be an activist.By Future Publishing
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Short and long-term opportunities for investors in the UK market
40:58
40:58
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Rupert talks to Nick Greenwood manager of the MIGO Opportunities Trust plc about the current state of the investment trust market and looks at some of the biggest bargains around today.By Future Publishing
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How to defend your portfolio from global risks
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49:08
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Rupert Hargreaves talks to Axel Rudolph, Senior Market Analyst at IG and Chris Beauchamp, Chief Market Analyst at IG about dealing with global risks and broadening your investment toolkit.By Future Publishing
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John Mills: why a weak pound is good for the UK
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17:12
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Merryn talks to John Mills, founder of consumer goods distributor JML, chair of Vote Leave and one of the Labour Party's biggest donors. His latest book – "Why the West is Failing" – argues that a weak pound is needed to help revive UK manufacturing.By Future Publishing
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James Ferguson: you may not make any money this year – so just try not to lose any
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37:17
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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.By Future Publishing
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Part 2 of The Butcher, the Brewer, the Baker & Merryn Somerset Webb
1:01:46
1:01:46
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1:01:46
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.…
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The MoneyWeek Podcast: The Butcher, the Brewer, the Baker and Merryn Somerset Webb
1:03:44
1:03:44
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1:03:44
This week we join Merryn and guests at her Edinburgh Festival show at Panmure House, the last home of Adam Smith, where they discuss the relevance of Smith’s work to today’s politics and economics – taking in many a tangent along the way. Guests include John Stepek, formerly MoneyWeek’s executive editor; financial historian Edward Chancellor; comed…
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The MoneyWeek Podcast: 17 years of change
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27:27
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As John Stepek leaves MoneyWeek after 17 years, he and Merryn look back on what’s changed in that time. From consensus politics to populism; financial crashes and the failure of independent central banking; plus the one tax that the incoming prime minister should introduce.By Future Publishing
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James de Uphaugh: why shifting perceptions are good for UK stocks
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27:45
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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.By Future Publishing
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Edward Chancellor: why interest is the force that holds everything in place
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Merryn talks to author Edward Chancellor about interest – AKA “the price of anxiety” – and why it, like gravity, is the force that holds everything in place. Plus, the best place for investors to find value now.By Future Publishing
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Peter Spiller and Christopher Mills: inflation, rising wages and falling profits
51:31
51:31
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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.By Future Publishing
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The MoneyWeek Podcast: nuggets of positivity in an extended bear market
27:24
27:24
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27:24
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.By Future Publishing
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Dylan Grice: financial privacy, the stupidity of central bankers and the “cockroach portfolio”
34:58
34:58
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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.By Future Publishing
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Liz Ann Sonders: raging inflation and the bear market is not “70s redux”
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33:41
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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.By Future Publishing
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James Ferguson: recession, house prices and the power of youth
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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.By Future Publishing
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The MoneyWeek Podcast with Russell Napier at the Library of Mistakes
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35:17
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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.By Future Publishing
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Barry Norris: we’re already in the 1970s. Here’s how to invest
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40:12
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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”.By Future Publishing
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Anna Macdonald and Mikhail Zverev: Investing in innovative new frontiers
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29:04
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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.By Future Publishing
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