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TitreDateDurée
Finding opportunities in frontier markets12 Apr 202400:42:13
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.
Cashing in on Canada28 Mar 202400:37:00
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.


















John Mills: why a weak pound is good for the UK03 Oct 202200:17:12
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.
Alain Caffort: why you should invest in family-run companies05 Nov 202000:27:28
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.
How the Law Debenture Corporation's unusual structure gives it an edge27 Oct 202000:32:55
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.
Shaniel Ramjee: tech stocks, China and Japan – where to find the best returns20 Oct 202000:30:34
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.
Negative interest rates, armed guards and a warehouse full of cash15 Oct 202000:25:34
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.
Lockdowns, layoffs and public-sector pensions09 Oct 202000:20:51
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.
Covid-19 and the accelerating revolution in healthcare01 Oct 202000:36:34

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.

Dale Nicholls: why you should invest in China24 Sep 202000:31:07

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.

James Ferguson: How bad data is driving fear of a second wave of Covid-1917 Sep 202000:31:36
Merryn and John talk to MoneyWeek regular James Ferguson about the rise in infections in coronavirus and what the data is really telling us.
Mark Slater: why UK stocks are so unpopular right now11 Sep 202000:28:45
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.
It's all gone V-shaped04 Sep 202000:28:38
A brief summary of this episode
James Ferguson: you may not make any money this year – so just try not to lose any22 Sep 202200:37:17
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.
George Magnus: financial repression and inflation – the only way out28 Aug 202000:27:38

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.

Helen Thomas: how Covid and the “velocity of people” will shape our economic future19 Aug 202000:32:09

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.

House prices, staycations, and the death of cash12 Aug 202000:31:35
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.
How to age well and profit from the “longevity dividend”06 Aug 202000:33:05

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.

Gold bugs' dreams are coming true – but we could still see a V-shaped recovery30 Jul 202000:25:18
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?
Inflation, MMT and the folly of a centrally planned economy15 Jul 202000:32:36
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.
Laura Foll: small companies, income, and the power of equity markets01 Jul 202000:28:03
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.
Nick Greenwood: the benefits of investment trusts, and some of my favourites25 Jun 202000:31:43
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.
Merryn and John on markets, pent-up demand, and a V-shaped recovery17 Jun 202000:20:35
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.
Hugh Hendry: fire Jerome Powell and let the Fed go properly nuts08 Jun 202000:29:07
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.
Part 2 of The Butcher, the Brewer, the Baker & Merryn Somerset Webb15 Sep 202201:01:45

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.

Mervyn King: why the Covid pandemic is a classic example of radical uncertainty02 Jun 202000:34:10
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.
James Ferguson: the virus, the lockdown, and what comes next28 May 202000:50:03
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.
MoneyWeek 1,000 – a look back over the last 20 years22 May 202000:29:35
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.
Bernard Connolly: how are we going to pay for all this?12 May 202000:38:02
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?
Andrew Milligan: your advantage over professional investors07 May 202000:32:51

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.

Central bankers just want to be loved29 Apr 202000:38:06

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.

Luciano Diana: ESG investing and a welcome dose of optimism amid the gloom28 Apr 202000:23:36
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.
Alexander Chartres: the end of a benign era22 Apr 202000:24:43
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.
Steve Keen: a modern debt jubilee is vital to keep the global economy alive16 Apr 202000:32:53
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
Gillian Tett: life after lockdown and how the world will change14 Apr 202000:23:31

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

The MoneyWeek Podcast: The Butcher, the Brewer, the Baker and Merryn Somerset Webb12 Sep 202201:03:44
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; comedian Simon Evans; and Alex Chartres, investment director at Ruffer.
Brian Pellegrini: this crisis may not turn out as badly as everyone thinks08 Apr 202000:31:09
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.
Russell Napier: how much debt is too much?03 Apr 202000:27:22
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.
Edward Chancellor: governments’ reaction to the virus will come back to haunt us31 Mar 202000:36:14
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?
Your questions answered30 Mar 202000:27:27
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?
Charles Heenan: dominoes are falling – be very careful26 Mar 202000:25:20

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.

Bright spots amid the gloom24 Mar 202000:29:00
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.
The end of capitalism?18 Mar 202000:24:03
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.
The bubble meets its pin10 Mar 202000:20:51
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.
Dominic Frisby on tax20 Feb 202000:26:23
John talks to comedian, author and pop sensation Dominic Frisby about his new book on tax.
Russell Napier at the MoneyWeek Wealth Summit14 Feb 202000:29:43
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.
The MoneyWeek Podcast: 17 years of change05 Aug 202200:27:27
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.
Jim Mellon at the MoneyWeek Wealth Summit30 Dec 201900:42:48
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.
A reaction to the general election result13 Dec 201900:32:19
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?
Politicians on a spending spree, and why is Japan so cheap?08 Nov 201900:28:44
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.
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