Bloomberg personal finance reporter Suzanne Woolley is back on Merryn Talks Your Money. She discusses her latest in the 'Where to Invest' series, where four investment experts share suggestions on where they'd put $1 million right now. Ideas include European stocks, multifamily housing and art.  

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UK billionaire Michael Spencer joins Merryn this week to explain why he’s betting big on Nutshell Asset Management’s trading strategy.

There isn’t much everyone agrees on in markets. But one thing you rarely hear an argument against is the importance of trading as little as possible. The higher your turnover, the higher your costs go and the worse your overall performance will be. So find good quality stocks you have faith in and hold them for the very long term—Warren Buffett or Nick Train style.

Or maybe don’t. Spencer, the billionaire behind one of the world’s biggest financial brokerage fortune, says the low turnover story is old hat. There has been a change in market structure, he says, and trading costs today are “microscopic” compared with even a few years ago.

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In this week's roundup, Merryn speaks with Money Distilled newsletter author John Stepek about Chancellor Rachel Reeves's upcoming fiscal event and what it could mean for your finances. 

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On this week’s personal finance edition of Merryn Talks Money, hosts Merryn Somerset Webb and John Stepek discuss a selection of reader questions.

Among them are why pension planning could be different between men and women, what to consider when choosing an Individual Savings Account in the UK and why dying broke might not be such a bad idea. 

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Troy Asset Management founder Sebastian Lyon joins Merryn this week to talk strategies for protecting your capital in these crazy markets. They also discuss how the low interest-rate environment hit the UK investment trust industry hard, and the way he sees it rebounding, as well as American exceptionalism and why there are good reasons to be cautious about investing in the US, and his outlook for gold.

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The great John Authers, senior markets editor and Opinion columnist at Bloomberg, joins Merryn and John Stepek for this week's roundup. He talks about his time in Frankfurt, explaining "the biggest turning point for German economic policy at least since reunification, and possibly much longer." He also points out why German companies look like good value ( "take 10 percent out of your Mag7 ETF and put it into a Stocks Industrials ETF, and that will move things very quickly") and whether Wall Street is losing hope in the 'Trump put.' 

Disclaimer: Merryn's audio isn't great in this episode but we'll have it fixed by next week. The Johns sound excellent. 

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There’s no tradeoff between net zero and growth in the UK. That’s the conventional wisdom and the position of the current government. But what if it’s the decline in available electricity that’s causing productivity, GDP and living standards to stagnate? 

New research from Kallum Pickering, chief economist at Peel Hunt, suggests there may indeed be a connection. He joins Merryn Somerset Webb and senior reporter John Stepek on Merryn Talks Money to explain that the rise of power-hungry artificial intelligence and the UK’s renewed focus on defense may mean the government should reexamine its energy policies.

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Merryn speaks with Bloomberg personal finance and wealth reporter Suzanne Woolley about the latest instalment in her "Where to Invest" series. They discuss where four money managers said they’d put a $100,000 stake right now. Opportunities mentioned include stocks outside the US, tech and a holiday house in Greece. 

Read the story here: https://www.bloomberg.com/features/how-to-invest-100k-q2-2025/

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Merryn Somerset Webb interviews GMO co-founder and notorious caller of market bubbles Jeremy Grantham. Grantham, who also serves as the firm’s long-term investment strategist, leans in to his more than five decades of investing experience to explain the current “super bubble” in the markets. He comments on when we’ll see a correction, the fate of the green transition and why he’s so concerned about population decline. 

Sign up for Merryn's newsletter: 
https://www.bloomberg.com/account/newsletters/merryn-talks-money

And for John's: 
https://www.bloomberg.com/account/newsletters/money-distilled

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In this week's roundup, Merryn speaks with Money Distilled newsletter author John Stepek about the souring mood on America’s equity market, particularly megacap tech. 
In case you missed it (or were on holiday like John), the seven behemoths that powered a 54% surge in US stocks over two years tumbled into a collective correction Tuesday. They also discuss the latest moves in Bitcoin and Donald Trump's "gold card" plan. 

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