MoneyWeek Talks

Future Publishing
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Mar 4, 2022 • 34min

Vitali Kalesnik – investing in a world of geopolitical instability and high inflation

Merryn talks to Vitali Kalesnik of Research Affiliates about the situation in Ukraine, the consequences of sanctions on Russia, and how inflation will affect us all – for better and for worse.
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Feb 25, 2022 • 31min

Luke Hyde-Smith: how to invest for inflation

Merryn talks to Luke Hyde-Smith of Waverton Investment Management about the current state of the markets, and how to invest into the kind of inflationary environment we have now.
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Feb 18, 2022 • 54min

Alec Cutler: it feels like the 1970s – what should you buy?

Merryn talks to Alec Cutler of the Orbis Global Balanced Fund about the inflation of the 1970s compared with that of today, and what investors can do to counter it.
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Feb 11, 2022 • 35min

Shareholder democracy – returning power to to the people

Merryn and John talk about returning power to the ultimate owners of corporations · the shareholders. Most of us own stakes in companies, but we can't exercise the power that brings. It's time that changed.
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Feb 4, 2022 • 32min

Sandy Nairn: the end of the "everything bubble" could destroy $75trn of assets

Merryn talks to Sandy Nairn of Edinburgh Partners about his new book and the bursting of the "everything bubble" as liquidity drains out of the market, taking your assets with it.
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Jan 25, 2022 • 33min

Julian Brigden: markets are at a huge inflexion point

Merryn talks to Julian Brigden of Macro Intelligence 2 Partners about the unwinding of the US stockmarket's super-bubble, and the risks and opportunities it poses for investors.
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Jan 21, 2022 • 33min

Barry Norris: investing for a post-pandemic world

Barry Norris, manager of the Argonaut absolute return fund, explains what the investment landscape looks like in a post pandemic world, with the end of cheap money and decarbonisation driving a 1970s-style inflationary shock.
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Jan 14, 2022 • 27min

Temple Bar’s Ian Lance and Nick Purves: the essence of value investing

Ian Lance and Nick Purves of the Temple Bar investment trust explain the essence of “value investing” – buying something for less than its intrinsic value and in many cases getting profitable parts of a business thrown in free.
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Jan 7, 2022 • 28min

The MoneyWeek Podcast: happy new year! Are we in for a year of misery?

Merryn and John ring in 2022 with the first podcast of the new year, discussing energy prices, house prices and interest rates, plus the definition of ESG investing – just what is ethical anyway?
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Dec 23, 2021 • 31min

The MoneyWeek Podcast: a very strange year, when forecasting anything became almost impossible

Merryn and John talk about the past year in the markets, the rise of inflation and the bond market's reaction (or lack of it), and conclude that nothing does what you expect anymore.

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