MoneyWeek Talks

Future Publishing
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Dec 17, 2020 • 38min

A look back on a peculiar year and ahead to the recovery – and what to buy for 2021

Merryn talks to John talk about how the last nine months have affected the economy and the markets, and to to two entrepreneurs – Tommy Crooks of the Edinburgh Natural Skincare Company and Felicia Hjertman of startup fund investment platform Tillit – about how they have coped. Plus, bitcoin, inflation, and what to buy in 2021.
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Dec 9, 2020 • 26min

Julian Jessop: V is for vaccine – and the shape of our economic recovery

Merryn talks to independent economist Julian Jessop about how the vaccine should restart the stalled economic recovery as both consumers and businesses return to normal life.
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Dec 3, 2020 • 43min

Barry Norris: why I'm shorting vaccine-makers

The news of Covid vaccines has delighted many. But not Argonaut Capital's Barry Norris. He tells Merryn why vaccines aren't the panacea people think they are, and how our extended lockdown could have permanently changed our way of life. Plus, he picks one health-focused value stock to buy now.
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Dec 2, 2020 • 32min

Stephen Yiu: in a low quality market, buy only the best stocks – and don't over diversify

Merryn talks to Stephen Yiu of the Blue Whale Growth Fund about his investment approach and the sectors he likes, plus why you should stick with top quality stocks (and why there are more of them in the US than the UK).
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Nov 27, 2020 • 39min

Jonathan Allum on why Japan is both different and the same

Merryn talks to Japan expert Jonathan Allum who explains why many people's ideas of Japan are misguided, and why if you're looking to profit from a post-global Covid recovery, it's an interesting place for investors to start.
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Nov 19, 2020 • 36min

Peter Tasker on Japan's extraordinary resilience, and why you should invest

Merryn talks to Peter Tasker of Arcus, a specialist Japanese equity investment firm, about the extraordinary resilience of Japanese companies, how the country has handled the pandemic, the many attractions for investors, and why you should join Warren Buffett in buying in.
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Nov 11, 2020 • 31min

Alex Wright: UK markets are full of opportunities

There are huge opportunities right now in UK stocks, says Fidelity's Alex Wright. Here, he talks to Merryn about value vs growth, the prospect of a vaccine-driven, V-shaped recovery, what will bring foreign investors back to UK markets, and what he's buying now.
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Nov 6, 2020 • 32min

US election special with Jim Patterson of Kiplinger

Jim Patterson, managing editor of the Kiplinger Letter, our sister publication in the US, joins John to talk about the US election – its effect on the markets, the economy and investors. And if Joe Biden has indeed won, how will that affect America's relations with other world powers, and what can he actually get done in the next four years with the Senate still in Republican hands? Plus, a look at Donald Trump's legacy.
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Nov 5, 2020 • 27min

Alain Caffort: why you should invest in family-run companies

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.
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Oct 27, 2020 • 33min

How the Law Debenture Corporation's unusual structure gives it an edge

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.

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