Merryn Talks Money – Details, episodes & analysis

From Day 3 of the Merryn Talks Money panel at The Edinburgh Fringe Festival from Adam Smith's Panmure House, our special panel discusses the economics behind net zero and how the UK isn’t on track to reach it by 2050. Panelists include Ed Conway, author of Material World: A Substantial Story of Our Past and Future, MacroStrategy founder James Ferguson and Bloomberg senior reporter John Stepek.

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From Day 2 of the Merryn Talks Money panel at The Edinburgh Fringe Festival from Adam Smith's Panmure House, our special panel discusses the Labour government’s effort to right the budgetary ship and why it may be doing it wrong. Panelists include Interactive Investor Chief Executive Officer Richard Wilson, British comedian Simon Evans and Bloomberg editor John Stepek. 

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Activist investors are on a mission to persuade large British businesses to move from London’s stock market to those of New York. Liad Meidar, founder and managing partner of Gatemore Capital Management, joins this week’s episode of Merryn Talks Money to discuss what’s driving this westward push and the steps London can take to head it off. 

The main incentive for companies to drop London for the Big Apple is the valuation gap. FTSE 100 companies trade at little more than half of the valuation of those on the S&P 500 on a forward price-to-earnings basis. The reason? Meidar says it’s the cost of capital, the UK takeover code and how board members are incentivized. Address those issues, and you’re on your way to solving the problem. 

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Tom Slater, co-manager of the UK’s most popular investment trust, Scottish Mortgage, joins this week's episode of Merryn Talks Money. Shares in the trust are down 40% year-to-date. What went wrong? Maybe nothing, says Slater. If you want to get real growth, you need to be prepared to pay an “unreasonable price” to get it, and then you need to be prepared for a lot of volatility before any fortunes are made. Plus, senior reporter John Stepek is back -- this time to talk about the British property market. 

Sign up for John's daily newsletter Money Distilled: https://www.bloomberg.com/account/newsletters/uk-wealth 

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Holding gold? Better load up since it may jump to $3,000 soon. Work in private equity? Maybe get out now: there could be a new tax regime on the way. As for 2% inflation? Not in this "war economy."

These are among Saxo Bank’s self-described "outrageous" predictions for the year ahead, which the Danish bank says will see policymakers shift fully into defensive mode. Chief Investment Officer Steen Jakobsen joins Merryn Somerset Webb to discuss projections he says are far less outlandish than the moniker suggests. Plus, senior reporter and Money Distilled author John Stepek is back to share his own prediction for 2023 and rant about crypto.  

Sign up to John's daily newsletter Money Distilled: https://www.bloomberg.com/account/newsletters/uk-wealth 

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Merryn Somerset Webb and Bloomberg Wealth senior reporter and author of the daily Money Distilled newsletter John Stepek are reunited to give listeners a taste of what is to come on Merryn Talks Money. They talk investment tools for inflationary times, strategies for managing savings and share their outlooks for the global economy. New episodes start every Friday starting December 9th. From Bloomberg Podcasts.

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On this week’s episode of Merryn Talks Money, Peter Kinsella, global head of FX strategy at Union Bancaire Privee Ubp SA, joins host Merryn Somerset Webb to explain the bullish case he and his team are making for the UK. Earlier this year, UBP opened an initial allocation towards Britain, a first for the Swiss private bank. 

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Regular listeners of the Merryn Talks Money podcast know that Merryn Somerset Webb usually ends her interviews with one question. If you had to invest all of your money into one of these assets, and hold it for the next 10 years, which would it be: Bitcoin or gold? In this week’s episode, she makes that question the foundation for a conversation with Charlie Morris, chief investment officer and founder of ByteTree, and Alexander Chartres, a fund manager at Ruffer. 

The episode was taped in front of audience at the Bloomberg offices in London. 

Want to see Merryn live? Check out her shows in Edinburgh at Fringe Festival this August! 

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On this week’s Merryn Talks Money, host Merryn Somerset Webb speaks with Daniel Avigad, partner and fund manager at Lansdowne Partners, a global investment management boutique entirely focused on active equities investing. He explains why Europe, though debt heavy and over-regulated, may actually be a place to put your money.

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If aging doesn’t happen all at once, why should retirement? That’s the question Merryn Somerset Webb explores with economist and author Andrew J Scott in this week’s episode of Merryn Talks Money. They discuss the opportunities and challenges of living longer in the 21st century, and the complications it may inflict on your financial planning. 

Plus, senior reporter John Stepek joins to talk the quadruple lock and the pensions bidding war. 

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