The MoneyWeek Podcast

The MoneyWeek Podcast episodes:

• 04.12.2024

  Finding opportunities in frontier markets

  Andrew Van Sickle talks to Emily Fletcher and Sam Vech, co-managers of the Blackrock Frontiers Investment Trust, about the improving outlook for the sector and the appeal of exotic economies ranging from Vietnam to Saudi Arabia.

  
• 03.28.2024

  Cashing in on Canada

  Andrew Van Sickle talks to Greg Eckel and Jonathan Morgan of Canadian General Investments about the economic, environmental and political backdrop for Canadian equities and explores the outlook for the Toronto stockmarket’s key sectors.

  
• 03.25.2024

  Japan’s corporate-governance revolution

  Andrew van Sickle talks to Joe Bauernfreund of Asset Value Investors about why Japanese corporations have become more shareholder-friendly over the past decade and what this means for smaller companies

  
• 03.19.2024

  The slump in the London stockmarket

  Andrew van Sickle talks to Laura Foll of Janus Henderson Investors about why the London equity market is being shunned by local and foreign investors alike, and what can be done to turn the tide.

  
• 03.15.2024

  A one-stop shop for global investors

  Andrew van Sickle talks to Stuart Gray of Alliance Trust about worldwide investment opportunities, the trust’s multi-manager strategy and more than half a century of successive dividend increases.

  
• 02.04.2024

  HydrogenOne Capital Growth plc - long and short term opportunities in the green economy

  Rupert talks to Richard Hulf about the state of the hydrogen market and how investors can capitalise on this emerging technology.

  
• 01.26.2024

  Reducing macro economic risk in a portfolio

  Rupert talks to Argonaut Capital’s CEO Barry Norris. They discuss how to protect your portfolio, opportunities in energy and why short selling can add an edge to your portfolio.

  
• 01.09.2024

  Activist investing and capitalising on trading opportunities in equities around the world

  Rupert talks to Joe Bauernfreund from Asset Value Investors about value investing, Japanese stocks and the right way to be an activist.

  
• 11.30.2023

  Short and long-term opportunities for investors in the UK market

  Rupert talks to Nick Greenwood manager of the MIGO Opportunities Trust plc about the current state of the investment trust market and looks at some of the biggest bargains around today.

  
• 11.24.2023

  How to defend your portfolio from global risks

  Rupert Hargreaves talks to Axel Rudolph, Senior Market Analyst at IG and Chris Beauchamp, Chief Market Analyst at IG about dealing with global risks and broadening your investment toolkit.

  
• 10.03.2022

  John Mills: why a weak pound is good for the UK

  Merryn talks to John Mills, founder of consumer goods distributor JML, chair of Vote Leave and one of the Labour Party's biggest donors. His latest book – "Why the West is Failing" – argues that a weak pound is needed to help...

  
• 09.22.2022

  James Ferguson: you may not make any money this year – so just try not to lose any

  In her final MoneyWeek Podcast, Merryn talks to James Ferguson, founder of the MacroStrategy Partnership, about why high inflation and rising interest rates will have a very unpleasant impact on our portfolios. You’re unlikely to make any money this...

  
• 09.15.2022

  Part 2 of The Butcher, the Brewer, the Baker & Merryn Somerset Webb

  In this week’s show, Merryn is joined by James Ferguson, founder of Macro Strategy Partners; Russell Napier, economic historian, author and keeper of the Library of Mistakes; comedian Simon Evans; and Heather McGregor, executive dean of Edinburgh Business School, writer...

  
• 09.12.2022

  The MoneyWeek Podcast: The Butcher, the Brewer, the Baker and Merryn Somerset Webb

  This week we join Merryn and guests at her Edinburgh Festival show at Panmure House, the last home of Adam Smith, where they discuss the relevance of Smith’s work to today’s politics and economics – taking in many a tangent along...

  
• 08.05.2022

  The MoneyWeek Podcast: 17 years of change

  As John Stepek leaves MoneyWeek after 17 years, he and Merryn look back on what’s changed in that time. From consensus politics to populism; financial crashes and the failure of independent central banking; plus the one tax that the incoming...

  
• 07.21.2022

  James de Uphaugh: why shifting perceptions are good for UK stocks

  Merryn talks to James de Uphaugh of the Edinburgh Investment Trust about why a “change in perception” of energy, mining, defence and bank stocks means the UK market could be well-placed to outperform.

  
• 07.14.2022

  Edward Chancellor: why interest is the force that holds everything in place

  Merryn talks to author Edward Chancellor about interest – AKA “the price of anxiety” – and why it, like gravity, is the force that holds everything in place. Plus, the best place for investors to find value now.

  
• 07.07.2022

  Peter Spiller and Christopher Mills: inflation, rising wages and falling profits

  Merryn talks to fund managers Peter Spiller and Christopher Mills about the bear market, company valuations and inflation; why wages will have to rise at the expense of company earnings; plus the one asset they’d each buy and hold for...

  
• 07.01.2022

  The MoneyWeek Podcast: nuggets of positivity in an extended bear market

  Merryn and John talk about he need for higher wages and lower house prices, and why the fact that this is the least dramatic bear market they’ve ever seen could mean it has much longer to go yet. Plus, a...

  
• 06.23.2022

  Dylan Grice: financial privacy, the stupidity of central bankers and the “cockroach portfolio”

  Merryn talks to Dylan Grice of Calderwood Capital about how central bankers are the problem, not the solution; how bitcoin can counter the increasing “weaponisation of money”; and why, if you want to preserve your capital, you should copy...

  
• 06.16.2022

  Liz Ann Sonders: raging inflation and the bear market is not “70s redux”

  Merryn talks to Liz Ann of Charles Schwab about how today’s raging inflation and bear market came about, what to do, and why it’s not like the 1970s stagflation, or the the 2007-2008 crash.

  
• 06.09.2022

  James Ferguson: recession, house prices and the power of youth

  Merryn talks to James Ferguson of the MacroStrategy Partnership about central-banker induced inflation, the threat of a thoroughly unpleasant recession, and how the young should benefit from falling house prices and rising wages.

  
• 05.27.2022

  The MoneyWeek Podcast with Russell Napier at the Library of Mistakes

  Merryn talks to Russell Napier about Edinburgh’s Library of Mistakes, the age of debt and financial repression, plus why he has never invested in China and what he’d buy now.

  
• 05.19.2022

  Barry Norris: we’re already in the 1970s. Here’s how to invest

  Merryn talks to Barry Norris of Argonaut capital about the parallels between now and the 1970s; the transition to “green” energy; and the one sector where “it’s going to be difficult not to make a lot of money”.

  
• 05.12.2022

  Anna Macdonald and Mikhail Zverev: Investing in innovative new frontiers

  Merryn talks to Anna Macdonald and Mikhail Zverev of Amati about investing in growth-focused innovation in the teeth of a tech-stock selloff, and the opportunities it throws up.

  
• 04.28.2022

  Mohamed El-Erian: inflation, disinflation and the mistakes of central bankers

  Merryn talks to Mohamed El-Erian about the state of the global economy, how the Fed became hostage to the marketplace, and how you should position your investments in distorted markets.

  
• 04.22.2022

  James Anderson: the trouble with the fund management industry

  Merryn talks to Baillie Gifford's James Anderson about his career at Scottish Mortgage; the roles and responsibilities of the wider fund management industry; the stocks in his portfolio; plus answers to some of your questions.

  
• 04.13.2022

  Fred Harrison: House prices will peak in 2026

  Merryn talks to Fred Harrison, author of #WeAreRent about why land is so lucrative to investors and when house prices will level off.

  
• 04.01.2022

  Robin Wigglesworth: Index funds matter in ways we are only starting to fathom

  Merryn talks to the FT's Robin Wigglesworth about how passive investing via index funds can't be blamed for inflated stockmarket valuations, and how the current fad for ESG may erupt into a new mis-selling scandal.

  
• 03.25.2022

  Charlotte Yonge: Two ways to protect your money from inflation

  Merryn talks to Charlotte Yonge of Troy Asset Management about the long-term inflationary risks the world is facing, and the two best ways to protect your wealth as central banks lose control.

  
• 03.18.2022

  The MoneyWeek Podcast: redefining the FAANG stocks for a new era

  As the tech stock bubble bursts, Merryn and John discuss how one bank has redefined and replaced the FAANG stocks with some decidedly old-school investments.

  
• 03.11.2022

  Dario Perkins and Richard de Lisle: inflation, the 1970s, and the rotation to value

  Merryn talks to Dario Perkins from TS Lombard about central banks and how today's inflation is not the same as 1970s inflation; and to Richard de Lisle of De Lisle Partners about the stocks he's buying now.

  
• 03.04.2022

  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.

  
• 02.25.2022

  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.

  
• 02.18.2022

  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.

  
• 02.11.2022

  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.

  
• 02.04.2022

  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.

  
• 01.25.2022

  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.

  
• 01.21.2022

  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.

  
• 01.14.2022

  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.

  
• 01.07.2022

  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?

  
• 12.23.2021

  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.

  
• 12.17.2021

  Steen Jakobsen: reality has become outrageous

  Merryn talks to Steen Jakobsen of Saxo Bank about his annual "outrageous predictions" – and how reality is proving a match for anything he can come up with.

  
• 12.10.2021

  George Maher: what we can learn from the fall of the Roman Empire

  In the latest MoneyWeek Podcast, Merryn talks to actuary and author George Maher about the economy of the Roman Empire and what eventually led to its downfall – and the parallels with today.

  
• 12.03.2021

  Ewan Markson Brown: the joy of small companies

  Merryn talks to Ewan Markson-Brown of Crux Asset Management about why when it comes to emerging markets, he much prefers to invest in micro- and small-cap companies than the likes of Tencent and Alibaba

  
• 11.26.2021

  Vivek Ramaswamy: beware of the "woke industrial complex"

  Merryn talks to author and investor Vivek Ramaswamy about how big fund managers are using ESG investing to undermine the foundations of democracy.

  
• 11.24.2021

  Tim Hayes: why I'm bullish on US and European stocks, but not the UK

  Merryn talks to Tim Hayes, chief global investment strategist of Ned Davis Research, about why he's so bullish on US growth stocks, but not so keen on UK value stocks.

  
• 11.19.2021

  Spencer Adair: getting rich slowly with "cockroach" companies

  Merryn talks to Spencer Adair of the Monks Investment Trust about how he shuns "glamorous" growth to find solid "cockroach" companies that thrive over the long term while their competitors wither and die.

  
• 11.12.2021

  The MoneyWeek Podcast: climate change, global population and inflation

  Merryn and John talk about the COP climate change summit; why the short-term answer to our energy needs is be nuclear (and why it's a lot safer than people think); plus the myth of global overpopulation and why our current...

  
• 11.05.2021

  Dale Robertson: why Europe is a great place to be a stock picker

  Merryn talks to Dale Robertson of the Chelverton European Select Fund about the opportunities available to investors in European companies – especially in small and micro-cap stocks.