
 Merryn Talks Money
 Merryn Talks Money The Secret to a Contrarian Investor's Success
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 Jul 19, 2024  Alec Cutler, a portfolio manager at Orbis Investments, reveals the secrets behind his fund's impressive decade-long performance and shares his contrarian investment strategies. Joining him is John Stepek, a Bloomberg senior reporter, who discusses the financial implications of potential political changes in the U.S., especially under a Trump presidency. They explore market dynamics, the rising interest in UK small-cap stocks, the contrasting roles of gold and Bitcoin as investments, and the challenges of green energy initiatives in the UK. 
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 Episode notes 
 1  2  3  4  5  6  7 
 Intro 
 00:00 • 3min 
 Navigating Political and Market Dynamics 
 02:45 • 6min 
 Navigating Politics and Market Trends 
 09:11 • 22min 
 Navigating the Intersection of Green Energy and Local Sentiment 
 31:28 • 2min 
 Navigating UK Investment Trends 
 33:29 • 17min 
 Contrasting Investments: Gold vs. Bitcoin 
 50:39 • 3min 
 Therapy for Everyone: Embracing Support 
 53:16 • 1min 
