MoneyWeek Talks

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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?

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.

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.

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.

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

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

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.

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.

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 high inflation isn't going away.

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.

Merryn talks to Andrew Hunt, author of Better Value Investing, about his adventures in the market's dark underbelly, looking for the hated and neglected companies that could not only shoot up by 300%-400%, but could help bring about the cleaner future everybody wants.

Merryn and John talk about rising prices, productivity and the state of the labour market, plus are bond investors really the adults in the room, and should you buy more houses?

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.

Brian Pellegrini, founder of Intertemporal Economics, talks to Merryn about the post pandemic economy; why Americans aren't returning to work; plus inflation, productivity, and Big Tech.

Russell Napier talks to Merryn about financial repression – or "stealing money from old people slowly" – plus how Asian capitalism is taking over in the West; why active management could be back in favour; and why you should probably buy some property.

Professor Niall Ferguson talks to Merryn about the nature of catastrophe and disaster; why we should perhaps stop worrying about Covid and start worrying about the surveillance state; plus bitcoin, inflation and World War 3.

Jim Mellon tells Merryn which UK stocks he likes (and which ones he doesn't), why the future of meat is lab-grown, and why you should definitely have some oil in your portfolio.

The Bank of England's outgoing chief economist, Andy Haldane, tells Merryn why he isn't a fan of bitcoin as money; why the BoE is actively considering its own digital cash (and what that would mean for you); plus Covid and our stellar economic recovery, where inflation could go next, and how we avoid ending up like the 1970s.

John and Merryn talk about the latest inflation figures and ask if it really is a temporary thing, Plus, the origin myth of the 2% target; demographics, and why old people aren't as frugal as they used to be; and what to buy now.

The FT's Gillian Tett tells Merryn Somerset Webb why what people aren't talking about is just as important as what they are, and why combining anthropology with economics can help us make sense of asset prices, markets and the world in a way that pure hard science can't.• See this podcast as a video at https://moneyweek.com/gillian-tett-video

Merryn talks to Mayssa Al Midani of the Pictet Nutrition fund about how she invests in feeding the world's expanding population in a sustainable way, and why farming is now a high-tech business that's rising to the environmental challenges, increasing yields while cutting emissions and preserving biodiversity.

Merryn talks to Simon French, chief economist with Panmure Gordon, about why he believes inflation will be transitory, and the world will be back to the old normal more quickly than many people think; plus the value in the UK market.

Merryn and John talk about the UK's V-shaped recovery; how private equity is gobbling up UK listed companies; and bitcoin - is it worth anything? Is it worth nothing? Does it have any value at all? And why you should buy some.

Merryn talks to Richard Marwood of Royal London Asset Management about which companies are recovering from the pandemic as people start spending again; how the UK's best companies are getting snapped up by private equity; and why, even as we move to a renewable-energy future, we'll need Big Oil for some time yet.

Merryn talks to to Gabrielle Boyle of Troy Asset Management about the top quality global companies in her portfolio, and why those firms that invest in sustainability, diversity and a better future will have a competitive advantage over those that don't.

Merryn talks to Tom Slater of the Scottish Mortgage Investment Trust about investing in growth, the pandemic and its aftermath, why optimism will always bring better returns than pessimism, and why nothing compares to Tesla.

Merryn talks to author and economist Dambisa Moyo on the past and future role of corporations – ESG and public trust, the balance of power between companies and governments; plus the recovery (or lack of) from the pandemic, investing in China, and the prospects for the UK.

Merryn talks to Peter Spiller of the Capital Gearing Trust about how he navigated the last extraordinary year; what he's buying now; and how he plans to ensure his wealth won't be eroded by inflation or financial repression.

John Stepek talks to Steve Clapham, investor, analyst and author of The Smart Money Method, about the dangers in picking individual stocks and why you need to know what you're doing; plus, the shift from growth to value; and why the next ten years will be very different from the last.• To get a 30% discount on Steve's book – The Smart Money Method – go to www.harriman-house.com and enter the code MW30OFF

Merryn Somerset Webb talks to author, analyst and former presidential adviser Dr Pippa Malmgren about the Covid recovery, NFTs and digital flashmobs, and Donald Trump’s bid to build a media empire.

Merryn talks to Laura Destribats of Goldman Sachs Asset Management about investing in stocks that benefit from the behaviour and spending patterns of millennials.