Merryn Talks Money
The UK's Trade Deals: A Turning Point?
In this week's roundup, Merryn Somerset Webb speaks with Money Distilled newsletter author John Stepek about the Bank of England's somewhat surprising decision, the 'Buy the Dip' mentality that still surrounds US markets, and the UK-US trade pact. Research Merryn references: https://www.convexitymaven.com/wp-content/uploads/2025/04/Convexity-Maven-Chekhovs-Gun.pdf See omnystudio.com/listener for privacy information.
9 मई 2025 - 16 دقائق 59 ثانية
Understanding Freehold Versus Leasehold in UK Real Estate
In this episode of the Merryn Talks Money UK housing mini-series, hosts Merryn Somerset Webb and Money Distilled author John Stepek delve into the complexities of freehold and leasehold properties with guest Anthony Emmerson, who has worked in the mortgage industry for 20 years and is currently director at Trinity Financial. See omnystudio.com/listener for privacy information.
7 मई 2025 - 23 دقائق 18 ثانية
The Best Investment Ideas Outside the US
The dollar is wobbling. Not everyone is mad for Treasuries anymore. The US is likely headed for recession and it looks like the future of technology might be in China. What s an investor to do? Move with the times, says Gavekal founding partner and Chief Executive Officer Louis-Vincent Gave. In other words, you don t have to invest in the US, and in conversation with Merryn this week, he shares his thoughts on the best places to move your money. Gavekal Research: https://research.gavekal.com/article/prejudice-and-china/ Erik Prince video Louis mentions: https://www.youtube.com/watch?v=WsKtfLRSo2c See omnystudio.com/listener for privacy information.
6 मई 2025 - 41 دقائق 43 ثانية
The Growing Chorus Singing Nuclear Power’s Praises
Not long ago, it was seen as too slow, too expensive and too controversial to play a major role in the future energy mix. Not anymore. Nick Lawson, chief executive of investment firm Ocean Wall, and Jake Jurewicz, CEO and co-founder of modular reactor startup Blue Energy, join this week s Merryn Talks Money to explain why they think nuclear power is becoming one of the most compelling long-term energy bets. See omnystudio.com/listener for privacy information.
2 मई 2025 - 37 دقائق 17 ثانية
There’s More to the US Market Downturn Than Tariffs
In this week's roundup, Merryn Somerset Webb, speaks with Money Distilled newsletter author John Stepek about why the Nvidia share price is a magic number, falling UK mortgage rates, buying the dip and covid-level shortages caused by tariffs. See omnystudio.com/listener for privacy information.
30 अप्रैल 2025 - 16 دقائق 09 ثانية
Making Sure You Don’t Buy the Wrong House
Going into the property market without a buying agent is a bit like going to court without a lawyer, says Black Brick Property Solutions founder Camilla Dell. You d never dream of representing yourself, and yet when it comes to buying property, which is often one of the most significant and largest financial commitments that somebody will do in their entire lifetimes, people tend to do that without proper representation. On this episode of the Merryn Talks Money UK housing mini-series, Dell, who has worked in the London property market for more than two decades, joins hosts Merryn Somerset Webb and Money Distilled author John Stepek to explain the importance of a buying agent. See omnystudio.com/listener for privacy information.
29 अप्रैल 2025 - 22 دقائق 39 ثانية
Where One Top Value Investor Thinks You Should Put Your Money Now
Renowned UK value investor Ben Whitmore joins host Merryn Somerset Webb to discuss why he left Jupiter Asset Management, the mission behind Brickwood Asset Management (his new venture) and the focus behind its first fund. Whitmore is zeroing in on buying shares of undervalued UK companies. He tells us which companies, and speaks more generally about the trends he's seeing in the markets. See omnystudio.com/listener for privacy information.
25 अप्रैल 2025 - 33 دقائق 33 ثانية
The Great Rotation is Here, What's Next For Gold, and UK Borrowing
In this week's roundup, Merryn Somerset Webb, speaks with Money Distilled newsletter author John Stepek about the recent volatility in the markets, significant increases in gold prices and the role of US President Donald Trump in market shifts and the theoretical versus practical independence of central banks. See omnystudio.com/listener for privacy information.
23 अप्रैल 2025 - 12 دقائق 13 ثانية
Is It Really a Good Idea to Buy New in the UK?
In this episode of the Merryn Talks Money UK housing mini-series, hosts Merryn Somerset Webb and Money Distilled author John Stepek are joined by Paula Higgins, founder and chief executive of HomeOwners Alliance, to tackle the question: are new-build properties a wise choice? See omnystudio.com/listener for privacy information.
22 अप्रैल 2025 - 23 دقائق 13 ثانية
Are Shared Ownership Properties Actually Worth it?
As hosts Merryn Somerset Webb and John Stepek, continue on with part 3 of their UK housing mini-series, they help answer a listener question on the pros and cons of buying a shared ownership property in the UK. They are joined by Ray Boulger, of independent mortgage brokers, John Charcol. See omnystudio.com/listener for privacy information.
15 अप्रैल 2025 - 13 دقائق 05 ثانية