Merryn Talks Money

Why UK Value Stocks Are Still the Trade of the Decade

May 26, 2023
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Episode notes
1
Introduction
00:00 • 2min
2
The Problem With the Model Law
01:54 • 2min
3
The Importance of Macroeconomic Policy
03:34 • 2min
4
The Problem With Forecasts
05:07 • 3min
5
The Importance of Diversity in the Bank of England
07:56 • 2min
6
The Importance of Inflation
09:47 • 2min
7
The Reality of Inflation
12:12 • 1min
8
The Effects of Policy Choices on Inflation
13:19 • 5min
9
How the Hartford Can Help Your Business
18:16 • 2min
10
The Importance of Overcoming Inflation
19:56 • 3min
11
The Politics of Inflation
23:14 • 2min
12
The Impact of Inflation on Value Investing
24:46 • 2min
13
The Dynamics That Prevent Inflation From Being Transient
26:18 • 4min
14
The Role of the Fed in Inflation
30:31 • 3min
15
The Fed's Prognostications Are Driving Their Decisions
33:51 • 2min
16
The Importance of Inflation in Investing
35:38 • 2min
17
How to Choose the Right Insurance Company for Your Industry
37:54 • 2min
18
How to Invest in a Cheap Market
39:51 • 2min
19
The Demographic Wall of China
42:13 • 2min
20
The Correlation Between Wars and the Proportion of a Country That Is Male and Between 16 and 29
44:43 • 2min
21
The Future of Commodities
46:29 • 2min
22
Commodities: A Terrific Long-Term Play
48:42 • 2min
23
The Future of Diversification
50:22 • 2min
24
How to Choose the Right Insurance Company for Your Business
52:05 • 2min