John Stepek

In this engaging discussion, investment analyst Lyn Alden delves into the history and future of money, highlighting insights from her book, "Broken Money." She analyzes the significance of Bitcoin and the evolution of financial systems, debating the impact of technology on money perception, especially in unstable economies. John Stepek offers reflections on these topics, stressing the importance of energy investments as a hedge against inflation and the transformative potential of decentralized finance. Listeners gain a deeper understanding of how money's evolution shapes today’s economic landscape.

Join Alec Cutler, a portfolio manager, John Stepek, a Bloomberg reporter, and Tom Slater of Scottish Mortgage as they delve into Adam Smith's philosophies. They discuss how Smith’s economic principles relate to today's global trade, technology, and climate challenges. Discover insights on the reliability of renewable energy tech and the evolving investment landscape in biotech and AI. The conversation also touches on governance structures and emerging market trends, providing a captivating blend of history and modern economics.

In this lively discussion, financial expert John Stepek, Senior reporter and author of the Money Distilled Newsletter, sheds light on the dramatic showdown between activist investor Boaz Weinstein of Saba Capital and several UK investment trusts. They explore Saba's argument for board changes due to weak performances and wide discounts, while trusts defend their positions as self-serving. The duo also dives into the implications for shareholders, emphasizing the need for informed decision-making and active engagement in investment governance.

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.

Richard Wilson, CEO of Interactive Investor, navigates AI's impact on jobs and the economy. Dominic Frisby, an author and investment writer, dives into the evolving realm of gold and Bitcoin. Meanwhile, John Stepek, Bloomberg senior reporter, discusses the intricacies of public finance and innovative tax structures. Together, they explore how AI could reshape labor markets, investment strategies, and the future of money, all while gathering insights on sustainable industries. Tune in for a thought-provoking conversation at the Edinburgh Festival Fringe!

In this engaging discussion, John Stepek, senior reporter and author of the Money Distilled newsletter, dives into the implications of TrumpCoin, revealing how it bridges politics and crypto. He also sheds light on the recent tussle over Herald Investment Trust and Boaz Weinstein's Saba Capital. Additionally, Stepek shares insights from Rachel Reeves' remarks at Davos, linking Brexit's potential impact on AI and financial regulations. Get ready for a fascinating look at the intersection of economics, politics, and emerging trends!

The podcast discusses the Chancellor's Budget highlights, including tax cuts and child benefit reform. Analysis from experts on economic implications and political responses. Exploration of government policies, capital gains tax changes, and their impact on voters and property markets.

Join John Stepek, writer of Bloomberg's Money Distilled newsletter, as he discusses Keir Starmer's recent policy U-turn on disability entitlements. The decision comes amidst mounting pressure from the left of Labour and threats from Reform UK on the right. Stepek dives into how these dynamics affect government stability and the upcoming fiscal challenges. The conversation highlights the complexities within UK politics, including internal divisions and the transition toward centrist policies while coping with public sentiment.

Join John Stepek, author of the Money Distilled newsletter and Bloomberg senior reporter, as he dives into the current landscape of trade wars and economic uncertainties. He discusses how Donald Trump's strategies might be reshaping American exceptionalism. The conversation outlines the complexities of U.S.-China trade relations and the implications of recent tariffs on global markets. Stepek also sheds light on the intricacies of the bond market and the potential risks posed by persistently low interest rates.

John Stepek, a Bloomberg senior reporter and author of the Money Distilled newsletter, joins to discuss the unexpected perks of Brexit, especially in terms of tariff reductions and trade negotiation freedom. He highlights the shifting landscape of international negotiations and how the UK is maneuvering post-Brexit. They also dive into the impact of rising minimum wages in the UK, analyzing how it affects job market dynamics and graduate earnings, prompting a rethink on the true value of university degrees in today's economy.