MoneyWeek Talks

Merryn talks to James Ferguson of Macro Strategy partners about central bankers, money supply and inflation, plus why we're on the edge of a very significant shift in the markets and what you need to do to protect your wealth.

Merryn talks to Gary Channon of Phoenix Asset Management about his investment style and the balance between diversification and performance. Plus, capital allocation and the firms that get it right – and the firms that don't.

Merryn talks to Rob Arnott of Research Affiliates about some of the unexpected consequences of Covid and their opportunities for investors, plus the "wonderful safe haven" of UK value stocks, and the attractions of energy companies. PLUS, to sign up to watch John’s webinar with Roland Arnold, manager of BlackRock Smaller Companies trust, on 20 October, just go to moneyweek.com/blackrockwebinar – it’s free.

Merryn talks to Kieran Heinemann, author of Playing the Market: Retail Investment and Speculation in Twentieth-Century Britain, about the history of the UK retail investor – a longer history than perhaps you might imagine.

Merryn talks to Anna Macdonald of Amati Global Investors about the opportunities in UK small companies, the sectors she likes now, and how she finds the niche firms that could grow into tomorrow's blue chips.

Merryn talks to Sebastian Lyon, founder and CEO of Troy Asset Management and manager of the Personal Assets Trust, on his approach to asset management – don't lose the money in the first place and you won't have to take big risks getting it back. Plus, why ESG investing is not necessarily "ethical" investing; inflation and financial repression; and the point of owning gold.

Merryn and John talk about the shortage of lorry drivers, why semiconductors are high in demand but short in supply, how Brexit is blamed for unrelated global problems and why it is a good time to buy UK stocks.

Merryn talks to Jupiter Asset Management's Edward Bonham Carter about where to find cheap assets, what happens if we have a "Japan like bear market", and the conflict between stakeholder and shareholder capitalism.

Merryn talks to Jeremy Grantham of GMO about the current state of the markets and where investors can "hide" from all the craziness, plus inequality, inflation, and why you should rush out and get the longest fixed-rate mortgage you can.

Merryn talks to Joe Bauernfreund of the AVI Japan Opportunity Trust about the opportunities for investors in Japan, a hugely under-researched market with plenty of value.