Merryn Talks Money
by Bloomberg
Latest episode
The Nvidia Shock and Britain’s Housing Problem
The Nvidia Shock and Britain’s Housing Problem
About this podcast
Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can use to help them make better saving and investing choices.
Episodes
The newest 50 of 416 episodes
- The Nvidia Shock and Britain’s Housing Problem · 20 minIn this week’s Markets Wrap, Merryn Somerset Webb and John Stepek discuss the financial fallout from the scandal surrounding Nvidia CEO Jensen Huang, what it means for Nvidia…
- The Emerging Markets Everyone Else Is Missing · 48 minEmerging markets have had a strong year, but much of that performance has been driven by a handful of AI-linked stocks. Merryn Somerset Webb speaks with Neuberger portfolio…
- Bad News Is Good News — Until It Isn’t · 20 minIn this episode of Markets Wrap, Merryn Somerset Webb and John Stepek discuss the Bank of England’s latest rate hike, a record high for the FTSE 250 and the shrinking UK…
- Episode 4: Your Questions On Rebalancing, Investment Gurus, And Ready-Made Portfolios Answered · 30 minIn the final episode of The Portfolio Reset, Merryn Somerset Webb and John Stepek answer listeners’ questions. They address when to rebalance, whether ready-made funds are really…
- Where Do You Hide From an AI Bubble? · 37 minMerryn Somerset Webb sits down with Chris Clothier, co-chief investment officer at CG Asset Management, to discuss the fragile economics of the AI boom and what could bring the…
- Has the UK Redefined What It Means to Be a High Earner? · 38 minMerryn Somerset Webb and John Stepek are joined by Hargreaves Lansdown’s Anna Macdonald to unpack the UK Budget, from fiscal drag and tax complexity to what it means for…
- The Portfolio Reset: Episode 3 · 26 minNo investor can know exactly what markets will do next. So instead of trying to predict the next winner, the goal is to build a portfolio that can hold up across a range of…
- Can the AI Boom Survive a Margin Squeeze? · 38 minIn this episode of Merryn Talks Money, Merryn Somerset Webb and Steve Hou, head of research at Silicon Data, delve into an emerging issue in the economics of artificial…
- French Bond Markets and AI Neoclouds Feel The Pressure · 20 minAre we heading for another eurozone panic? This week, John Stepek and Bloomberg’s Sam Unsted discuss why political uncertainty in France is pushing up the country's borrowing…
- The Portfolio Reset: Episode 2 · 24 minPassive investing was designed to track the market, not shape it. But as Merryn Somerset Webb and John Stepek explore in the second episode of The Portfolio Reset, the enormous…
- The Case for Buying Small Caps Now · 36 minAfter years of being overshadowed by US megacaps and the artificial intelligence boom, could smaller companies finally be ready for a comeback? Merryn Somerset Webb speaks with…
- Markets Wrap: AI Jitters, Budget Expectations and UK Housing Rebound? · 12 minAre we seeing signs of investors starting to lose their nerve over artificial intelligence? On this week's markets wrap, Merryn Somerset Webb and John Stepek discuss the cracks…
- The Portfolio Reset: Episode 1 · 22 minFor today’s investor, making money in markets may seem straightforward: put your money into a passive fund that tracks US stocks. It’s been a winning strategy for so long that it…
- Why the Commodity Bull Market Is Just Beginning · 49 minAdam Rozencwajg, portfolio manager at natural resources firm Goehring and Rozencwajg, joins Merryn Somerset Webb to explain why he thinks the commodity bull market may still be…
- Markets Wrap: Bond Market Turmoil, Inheritance Tax and AI risks · 26 minAre European bond markets signaling disaster? This week, John Stepek and Bloomberg's David Goodman explore how the rising gap between bond yields in France and Germany mirrors…
- What to Do If Your Mortgage Rate Jumps · 31 minJohn Stepek, senior reporter and author of the Money Distilled newsletter, is joined by Anthony Emmerson, director at London-based mortgage broker Trinity Financial to discuss…
- How to Outsmart Your Investing Instincts · 38 minMerryn Somerset Webb speaks with Alex Edmans, author of The Madness of Markets: Why Smart Investors Make Crazy Decisions – And How to Exploit Them, about why even sophisticated…
- Markets Wrap: The Triple Lock, Bond Yields and Housing · 19 minFresh off the party conference, the Labour government is promising pension reform, a new approach to social care and yet another scheme to help first-time buyers. Merryn Somerset…
- Physical Gold, Stocks and Retirement: Your Questions Answered · 11 minMerryn Somerset Webb and John Stepek answer some of your questions. They explore the differences between holding physical gold and investing through an ETF, whether or not buying…
- The Stocks That Could Survive an AI Bust · 36 minMerryn Somerset Webb speaks with Blue Whale Growth Fund Chief Investment Officer Stephen Yiu about what could derail the artificial intelligence boom — and where investors might…
- Is the Stock Market Sending a Warning? · 18 minMerryn and John discuss worrying signals from the stock market, the physical constraints facing the AI boom, China’s growing appetite for gold and an unexpected consequence of…
- Is Buy-to-Let Still a Good Investment? · 19 minAs the UK's buy-to-let marks its 30th anniversary, we still find ourselves asking: is it worth it? This week, Merryn Somerset Webb and Aneisha Beveridge, head of research at…
- What Career Should You Choose in the AI Age? · 31 minMerryn Somerset Webb speaks with Daniel Susskind, senior research associate at the Institute for Ethics in AI at the University of Oxford and a member of the UK government’s…
- Can Governments Afford These Interest Rates? · 11 minIt’s interest-rate week, with central banks around the world making key decisions. Merryn Somerset Webb and John Stepek discuss what rising rates mean for markets, government…
- How to Turn Income Into an Inheritance Tax Break · 19 minMerryn Somerset Webb sits down with Sarah Coles, head of personal finance at AJ Bell, to discuss how gifting surplus income can help reduce your inheritance tax bill ahead of…
- Ed Conway on the Hidden Supply Chains That Run the World · 35 minMerryn Somerset Webb speaks with Ed Conway, economics and data editor at Sky News and author of Trade World, about the vast and often invisible supply chains behind the things we…
- Markets Wrap: Bessent's Big Bet, Bond Yields and the AI Bubble · 27 minBritain’s bond yields are the highest in the G7, as renewed inflation pressures collide with rising defense costs and a government reluctant to make politically painful spending…
- Live From Fringe: What Adam Smith Can Teach Us About Debt and Power · 48 minIn this episode of Merryn Talks Money, host Merryn Somerset Webb is joined live at the Edinburgh Festival Fringe by Bloomberg Opinion columnist Adrian Wooldridge, former British…
- Live From Fringe: What Adam Smith Would Say of Bond Market Turmoil · 52 minHost Merryn Somerset Webb is joined by Interactive Investor CEO Richard Wilson, Anna MacDonald, investment strategy director at Hargreaves Lansdown, and Russell Napier, financial…
- Live from Fringe: What Adam Smith Can Teach Investors About AI and Investing · 38 minIn this episode of Merryn Talks Money, host Merryn Somerset Webb is joined by Bloomberg senior reporter John Stepek, Schroders Head of Strategic Research Duncan Lamont and…
- Markets Wrap: Predictions Meet AI Skepticism · 10 minHosts Merryn Somerset Webb and John Stepek discuss the latest Nvidia news in which the company predicted its sales could rise by around 70% in the next fiscal year, beating…
- What Happens When Quantum Computing Actually Works? · 38 minMerryn Somerset Webb talks to Daniel Doll-Steinberg, Co-Founder & Partner at EdenBase, an investment firm that invests in quantum computing, about why the next great…
- Markets Wrap: Higher Yields, Higher Gold · 24 minHosts Merryn Somerset Webb and John Stepek are both back from their holidays and this week unpack the surge in global bond yields and how governments might respond. They also…
- What it Takes to Build a Stagflation-proof Portfolio · 31 minJoining Merryn Somerset Webb for this week's episode is Duncan Lamont, Head of Strategic Research at Schroders. Lamont explains how investors can protect their portfolios against…
- What's Eating Away at Inheritance Money Re-Run · 48 minAt a Bloomberg.com subscriber event earlier this year, Merryn Somerset Webb and John Stepek spoke with Paula Steele, director at John Lamb Hill Oldridge, about how to pass on an…
- The Capital Cycle Is Turning · 31 minWhat is "capital-cycle" investing and why does it matter for your portfolio? Luke Bridgeman, Senior Partner and Portfolio Manager at Hosking Partners joins Merryn Somerset Webb…
- Markets Wrap: Gold Rallies, AI Briefly Blows Up and the UK Market Still Needs Saving · 16 minIt's been a tumultuous few weeks for markets, and yet nothing much has changed. Join Merryn Somerset Webb and John Stepek as they discuss why an AI hedge fund implosion and US…
- You Are Unhappy Because You Aren't Taking Enough Risk · 38 minHave we become too risk-averse? This week John Stepek and Bloomberg Opinion columnist Allison Schrager discuss her new book, Worth the Risk, and why avoiding risk could be…
- Markets Wrap: Trouble Ahead For The AI Money Machine? · 22 minLarge sections of the debt and equity markets now depend on the ongoing growth of a vast AI ecosystem that ranges from chipmakers to hyperscalers to end-consumers. Does this…
- Hot Tips for Saving Money on Summer Vacation (Re-run) · 12 minOn today's personal finance edition of Merryn Talks Money, we're playing an episode that first aired in July 2025 when hosts Merryn Somerset Webb and John Stepek, shared their…
- Are We Repeating the Biggest Mistake of 1873? · 37 minPulitzer Prize-winning author Liaquat Ahamed joins Merryn Somerset Webb to discuss 1873: The First Great Depression and the Making of the Modern World, exploring how the first…
- Markets Wrap: Inflation Means Bad News for Burnham · 22 minEven as Britain welcomed a new Prime Minister this week, renewed conflict in the Middle East threatened to remove what little breathing space he may have had, pushing up…
- What the Next Generation Wants From Wealth Managers: Part 2 · 15 minHere is the second part of our special broadcast on how the next generation of investors is changing the wealth management industry. Merryn Somerset Webb brings together…
- Is Asia's AI Boom Creating the Next Investment Bubble? · 36 minAsia's AI-fueled market rally has created huge winners — but also growing risks. In this episode, Merryn Somerset Webb speaks with Invesco fund manager Fiona Yang about why…
- Markets Wrap: SpaceX Returns to Earth, UK Sheds More Stocks · 26 minIt's been a week of turning points in markets: from Japan's shifting stance on the weak yen, to star fund manager Terry Smith revisiting his "buy and hold" strategy, to incoming…
- What the Next Generation Wants From Wealth Managers · 28 minIn the first of a two-part special recorded live at Bloomberg's London offices, Merryn Somerset Webb brings together Bloomberg's John Stepek, Bytetree's Charlie Morris and…
- Forget the Magnificent Seven. This Is What's Next. · 30 minSign up for our wealth management webinar. It's free! Register now to reserve your place. https://events.bloombergevents.com/event/website/a95c1380-56d6-4d12-89a1-950bdf99d55a/la…
- Markets Wrap: Oil Rises, Tech Falters: What Investors Need to Know · 15 minBloomberg senior reporter John Stepek is joined by co-editor of Bloomberg’s Markets Today blog, Morwenna Coniam to discuss the ever changing status of the Iran ceasefire and the…
- The UK's Shrinking REITs Sector Is Still Attracting Buyers · 27 minThe number of REITs (real estate investment trusts) listed in London has shrunk dramatically over the past five years. Now the biggest REIT on the market is the subject of a bid…
- The Biggest AI Investment Mistakes Investors Could Make · 37 minAI can read every earnings report, filing and research note in seconds — but can it ever replace the instincts of a seasoned investor? Merryn Somerset Webb sits down with…
