MoneyWeek Talks

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.

Merryn talks to Calum Bruce of the Ediston Property Investment Company about how the commercial property sector – and retail in particular – has coped with Covid lockdowns and how it can evolve to cope with the new, post-Covid landscape.

Merryn and John look at what's happening in the markets as investors pull out of super expensive growth stocks and into less expensive value stocks; the end of the bond bull market and the return of inflation; and is the wave of new young investors good for markets or the sign of a market top?

Merryn talks to Nick Purves and Ian Lance of the Temple Bar Investment Trust about the shift in the investment landscape and the value available in UK stocks, which haven't been this cheap since the 1970s, and explores some of the stocks they're buying now.

John Stepek talks to Dr Paul Jourdan, CEO of Amati Global Investors, about investing in the metals needed for the post-oil electrified world, the importance of good governance in the mining sector, and how the green revolution has many parallels with the dotcom boom.

Merryn talks to Ruffer's Hamish Baillie about why traditional investment portfolios may no longer work in a post-Covid landscape, and why in this new reality his multi-million-pound bitcoin punt was the sensible thing to do.

Merryn talks to Duncan Lamont, head of analytics and research at Schroders, about global markets’ crazy valuations and why now might be the time for active managers to come good. Plus, ESG investing, China, and the perils of raising equity.

Merryn talks to Raoul Pal, CEO of Global Macro Investor and Real Vision Group about the terrifying levels of risk in the markets right now, and why that’s driven him to sell all his gold and put the proceeds into cryptocurrencies.

Merryn talks to Jupiter’s Ned Naylor-Leyland about gold as a way of genuinely diversifying your portfolio; why bitcoin could eventually return to being just “dark money on the internet”; and the many attractions and even more dangers of silver. And if you want to watch Merryn's webcast with Baillie Gifford's Charles Plowden, click here http://ow.ly/rLoO50Djqff

Merryn and John talk about the many obvious signs of a bubble in certain assets, including tech stocks, TikTok, and stock-trading 12-year olds. It's clear things are not normal – but is it different this time?

Merryn talks to bitcoin experts Dominic Frisby and Charlie Morris to get the lowdown on the cryptocurrency to find out why it's such a huge global phenomenon and why you really should get hold of some.

Merryn and John talk about the US market's epic bubble, Tesla's nutty valuation and how bitcoin mania has taken over the world – is it really gold for the 21st century and are projections of it hitting a million dollars that outlandish? Plus, if every country in the world cancelled everyone's debt all at once, would that really be so bad?

Merryn talks to MoneyWeek's favourite macro-analyst Russell Napier on how the phenomenal levels of public and private debt will inevitably lead to inflation and financial repression, what that is, and how it will affect you your money, and the global economy.

Merryn talks to John talk about how the last nine months have affected the economy and the markets, and to to two entrepreneurs – Tommy Crooks of the Edinburgh Natural Skincare Company and Felicia Hjertman of startup fund investment platform Tillit – about how they have coped. Plus, bitcoin, inflation, and what to buy in 2021.

Merryn talks to independent economist Julian Jessop about how the vaccine should restart the stalled economic recovery as both consumers and businesses return to normal life.

The news of Covid vaccines has delighted many. But not Argonaut Capital's Barry Norris. He tells Merryn why vaccines aren't the panacea people think they are, and how our extended lockdown could have permanently changed our way of life. Plus, he picks one health-focused value stock to buy now.

Merryn talks to Stephen Yiu of the Blue Whale Growth Fund about his investment approach and the sectors he likes, plus why you should stick with top quality stocks (and why there are more of them in the US than the UK).

Merryn talks to Japan expert Jonathan Allum who explains why many people's ideas of Japan are misguided, and why if you're looking to profit from a post-global Covid recovery, it's an interesting place for investors to start.

Merryn talks to Peter Tasker of Arcus, a specialist Japanese equity investment firm, about the extraordinary resilience of Japanese companies, how the country has handled the pandemic, the many attractions for investors, and why you should join Warren Buffett in buying in.

There are huge opportunities right now in UK stocks, says Fidelity's Alex Wright. Here, he talks to Merryn about value vs growth, the prospect of a vaccine-driven, V-shaped recovery, what will bring foreign investors back to UK markets, and what he's buying now.

Jim Patterson, managing editor of the Kiplinger Letter, our sister publication in the US, joins John to talk about the US election – its effect on the markets, the economy and investors. And if Joe Biden has indeed won, how will that affect America's relations with other world powers, and what can he actually get done in the next four years with the Senate still in Republican hands? Plus, a look at Donald Trump's legacy.

Alain Caffort of the Pictet Family Fund explains the attractions of family-owned businesses, runs through some of his favourite companies, and picks one to hold for the next 20 years.

Merryn talks to Dennis Jackson and James Henderson of the Law Debenture Corporation about what makes the trust unique, the regulatory tailwinds it can profit from, and what they're buying now.

Merryn talks to Shaniel Ramjee of Pictet Asset Management about where to find the best returns in global markets right now – the continued growth of technology; why China will outperform as its economy steams ahead (plus the risks involved for investors); and why the UK will continue to lag for a while yet.

Merryn and John discuss the extraordinary idea of negative interest rates and explain why as far as they can see they just don't work. Plus, a genius business idea involving guarding piles of cash, and the second in our 20th anniversary questions.

Merryn and John discuss the effects of lockdowns on the economy, particularly on the private sector where already financially fragile workers are laid off, compared to the public sector with their final salary pension schemes. Plus, why you should rebalance your portfolio into China, and a question for readers to go in the 20th anniversary issue of MoneyWeek magazine.

Merryn talks to Dr Paul Jordan, Anna Macdonald, and Dr Gareth Blades of Amati Global investors about some of their favourite small UK companies - including the opportunities in healthcare and biotech stocks, and how the sector has responded to the pandemic.

Merryn talks to Fidelity's Dale Nicholls about investing in Chinese companies - the sectors he likes, the themes he's following, and why Chinese equities will only grow in importance as the market matures over the coming years.

Merryn and John talk to MoneyWeek regular James Ferguson about the rise in infections in coronavirus and what the data is really telling us.

Merryn talks to Mark Slater of the Slater Growth fund about why investors have abandoned the UK – and why they are wrong to have done so. Plus, he picks two of his favourite British stocks.

A brief summary of this episode

There are very few ways to get out of the debt hole we have dug, economist and author George Magnus tells Merryn, and inflation is one of the most likely. Not tomorrow, perhaps – not even by the end of the year. But it is coming.

John talks to Helen Thomas of Blonde Money about how the economy is shifting to the new, post-Covid reality – and how our children will pay for it all. Plus, a look at the US presidential election and why the markets have shot up in the face of so much bad news.

John and Merryn talk about the rise in UK house prices and the fact that everybody is holidaying in the UK, plus gold's new highs, the death of cash, and the trouble with Modern Monetary Theory.

Merryn talks to economist and author Andrew J Scott and discusses how we can profit from the "longevity dividend" as we live longer; why we need to rethink our concepts of ageing; and why you will need to reinvent yourself in middle age to live a long, healthy life.

John and Merryn talk about how it's perfectly reasonable to expect a V-shaped recovery and to continue holding gold as well. Plus, inflation, staycations and will we ever return to the office?

Merryn and John talk about the chancellor's stamp duty holiday and wealth taxes in general; the trouble with modern monetary theory and economies planned by politicians, and how to get ready for a burst of inflation. Plus, the return to the office and the importance of casual conversations.

Merryn talks to fund manager Laura Foll about value, income yields and the UK market's underperformance, plus the benefits of smaller companies and the power of having an equity market listing.

Merryn talks to Nick Greenwood of Premier Miton Investors, who runs a couple of funds that invest in investment trusts. Nick talks about the advantages of ITs over open-ended funds; the big discounts some trusts are currently trading on (and whether than can continue); and discusses a few of his favourite holdings.

This week, Merryn and John talk about how most markets (bar two) are overpriced; how, with people desperate to return to normality, a V-shaped recovery is still possible - and why it might come with a hefty dose of inflation.

Merryn talks to analyst and ex hedge fund manager Hugh Hendry, who explains why 2020 is very like 2002; why gold is the adult equivalent of Disneyland, and why people really need to believe the US Federal Reserve has truly lost its mind.