Merryn Talks Money
Bloomberg
Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can use to help them make better saving and investing choices.
Episodes
Mentioned books
Oct 16, 2026 • 12min
Markets Wrap: AI Jitters, Budget Expectations and UK Housing Rebound?
AI jitters are spreading as investors question lofty valuations, heavy capital spending and rising financing costs. UK house prices could rebound faster than expected, driven by tax changes, family gifts and tight supply. With the Budget looming, the discussion considers whether government restraint might be the safest economic strategy.
5 snips
Oct 14, 2026 • 22min
The Portfolio Reset: Episode 1
The S&P 500 has dominated the past decade, turning passive investing into the default choice for millions. Explore how low fees, ETFs and online platforms fueled its rise, why global trackers now lean heavily toward US tech giants, and how market-cap weighting can conceal substantial concentration. The discussion also examines why indexes are shaped by active decisions.
25 snips
Oct 12, 2026 • 49min
Why the Commodity Bull Market Is Just Beginning
Adam Rozencwajg, portfolio manager and co-founder of Goehring and Rozencwajg, explores why the commodity bull market may only be getting started. They examine capital cycles, long supply lags, gold’s potential pullback, the end of US shale growth, oil’s looming deficit, and uranium opportunities. They also discuss Canadian oil sands, diversified miners, and how much commodities belong in a portfolio.
15 snips
Oct 9, 2026 • 26min
Markets Wrap: Bond Market Turmoil, Inheritance Tax and AI risks
David Goodman, Bloomberg’s Markets Live team leader and a London-based financial journalist, joins John Stepek to unpack widening French-German bond spreads and mounting European debt concerns. They examine oil’s impact on central banks, the strain of normal interest rates, government refinancing risks, and inheritance-tax proposals that could freeze the housing market. They also explore AI optimism, IPOs, and concentrated technology markets.
9 snips
Oct 7, 2026 • 31min
What to Do If Your Mortgage Rate Jumps
Anthony Emmerson, a London mortgage adviser specialising in residential lending and the UK housing market, discusses what borrowers can do as fixed rates reset higher. They explore locking in deals early, extending terms, repayment versus interest-only options, and the risks of trackers. They also examine falling flat prices, leasehold costs, first-time buyer opportunities, and the potential impact of a new Help to Buy scheme.
11 snips
Oct 5, 2026 • 38min
How to Outsmart Your Investing Instincts
Alex Edmans, London Business School finance professor and author of The Madness of Markets, explores the psychology behind investing mistakes. They discuss emotion, herd behavior, overconfidence, bubbles in stocks such as Zoom and Peloton, and why time horizons matter. Governance, company culture, intangible value and the risks of inflated AI valuations also come under scrutiny.
4 snips
Oct 2, 2026 • 19min
Markets Wrap: The Triple Lock, Bond Yields and Housing
Labour’s post-conference promises put pensions, social care and housing under the microscope. The discussion explores reforming the triple lock, bond-market unease over unfunded commitments and rising yields, and the risks behind another Help to Buy scheme for first-time buyers.
Sep 30, 2026 • 11min
Physical Gold, Stocks and Retirement: Your Questions Answered
John Stepek, British financial journalist and author of Money Distilled, joins Merryn Somerset Webb to tackle listener questions. They compare physical gold with gold ETFs, explore how share purchases can benefit smaller companies, and discuss reshaping portfolios as retirement approaches. Expect practical perspectives on emergency access, market exposure, cash, gilts, diversification, and protecting wealth.
17 snips
Sep 28, 2026 • 36min
The Stocks That Could Survive an AI Bust
Stephen Yiu, chief investment officer of the Blue Whale Growth Fund, explores what could derail the AI boom and which investments may endure. They discuss infrastructure “picks and shovels,” diversifying into defense, energy, gold and healthcare, plus opportunities in robotics, space and autonomous systems. Quantum computing and Taiwan’s central role in global chip supply chains also come under scrutiny.
Sep 25, 2026 • 18min
Is the Stock Market Sending a Warning?
Markets may be flashing warning signs as chip stocks dominate trading and AI’s huge ambitions collide with power, cooling and data-center bottlenecks. The discussion also examines rising UK and French borrowing costs, China’s aggressive gold buying, shrinking Treasury holdings and the potential reshaping of global money flows.
