Podcast appearances and mentions of merryn somerset webb

Private markets by their very nature lack the same transparency that’s standard in public markets. But Morningstar, a leading provider of independent investment insights and ratings, is conducting more due diligence on private markets to help investors navigate the sector. Morningstar Chief Executive Officer Kunal Kapoor joins host Merryn Somerset Webb on this personal finance edition of Merryn Talks Money to tell us more. See omnystudio.com/listener for privacy information.

The more than $100 trillion wealth transfer that’s projected to be passed down from older to younger generations over the next quarter century is set to reshape the wealth management industry. And younger investors plan to move their money to new advisors, according to a report by IT services and consulting group Capgemini. On this episode of Merryn Talks Money, the firm’s global banking industry leader, Gareth Wilson, joins host Merryn Somerset Webb to discuss why young people want to make the move and what they should consider when choosing new wealth managers. See omnystudio.com/listener for privacy information.

Economist Felix Martin joins host Merryn Somerset Webb for this week’s episode of Merryn Talks Money to discuss the common understanding of, well, money. Specifically, why the typical conception of what constitutes it may be inaccurate. Martin, author of the book Money: The Unauthorized Biography and a former fund manager, says that rather than simply being a token medium of exchange, “money” is in fact “a system of ideas; it is the institution of credits and debts. It is the various technologies which have been developed and deployed for recording credits and debts and for transferring credits and debts from one person or one company to another.” See omnystudio.com/listener for privacy information.

In this week’s episode of Merryn Talks Your Money, Merryn Somerset Webb is joined by Money Distilled author John Stepek to answer listeners’ burning personal finance questions. Together, they tackle whether commodities still deserve a spot in your portfolio as the global economy teeters between inflation, geopolitical turmoil and policy shifts. With prices climbing and environmental concerns limiting new supply, is this the new normal or a bubble waiting to burst?See omnystudio.com/listener for privacy information.

In this week's roundup, Merryn Somerset Webb, speaks with Money Distilled newsletter author John Stepek, about the latest UK inflation figures, whether there's trouble on the horizon for the bond market and what lessons investors can learn from Australian pension funds. See omnystudio.com/listener for privacy information.

Merryn Somerset Webb and John Stepek conclude their mini-series on UK housing with an overview of lesser-known issues that can arise during the home-buying process. The aim of this episode is to help homebuyers learn the things they didn’t know they didn’t know. Webb and Stepek are joined by Anthony Emmerson, director of London mortgage brokers Trinity Financial.See omnystudio.com/listener for privacy information.

In this week's roundup, Merryn Somerset Webb, speaks with Money Distilled newsletter author John Stepek about new proposals to get pension funds to invest more in the UK, whether ISA allowances should be adjusted and UK Chancellor, Rachel Reeves's current performance. See omnystudio.com/listener for privacy information.

In this week's roundup, Merryn Somerset Webb speaks with Money Distilled newsletter author John Stepek about the Bank of England's somewhat surprising decision, the 'Buy the Dip' mentality that still surrounds US markets, and the UK-US trade pact. Research Merryn references: https://www.convexitymaven.com/wp-content/uploads/2025/04/Convexity-Maven-Chekhovs-Gun.pdfSee omnystudio.com/listener for privacy information.

In this episode of the Merryn Talks Money UK housing mini-series, hosts Merryn Somerset Webb and Money Distilled author John Stepek delve into the complexities of freehold and leasehold properties with guest Anthony Emmerson, who has worked in the mortgage industry for 20 years and is currently director at Trinity Financial. See omnystudio.com/listener for privacy information.

In this week's roundup, Merryn Somerset Webb, speaks with Money Distilled newsletter author John Stepek about why the Nvidia share price is a magic number, falling UK mortgage rates, buying the dip and covid-level shortages caused by tariffs.See omnystudio.com/listener for privacy information.

“ Going into the property market without a buying agent is a bit like going to court without a lawyer,” says Black Brick Property Solutions founder Camilla Dell. “You’d never dream of representing yourself, and yet when it comes to buying property, which is often one of the most significant and largest financial commitments that somebody will do in their entire lifetimes, people tend to do that without proper representation.” On this episode of the Merryn Talks Money UK housing mini-series, Dell, who has worked in the London property market for more than two decades, joins hosts Merryn Somerset Webb and Money Distilled author John Stepek to explain the importance of a buying agent.See omnystudio.com/listener for privacy information.

Renowned UK value investor Ben Whitmore joins host Merryn Somerset Webb to discuss why he left Jupiter Asset Management, the mission behind Brickwood Asset Management (his new venture) and the focus behind its first fund.Whitmore is zeroing in on buying shares of undervalued UK companies. He tells us which companies, and speaks more generally about the trends he's seeing in the markets. See omnystudio.com/listener for privacy information.

In this week's roundup, Merryn Somerset Webb, speaks with Money Distilled newsletter author John Stepek about the recent volatility in the markets, significant increases in gold prices and the role of US President Donald Trump in market shifts and the theoretical versus practical independence of central banks. See omnystudio.com/listener for privacy information.

In this episode of the Merryn Talks Money UK housing mini-series, hosts Merryn Somerset Webb and Money Distilled author John Stepek are joined by Paula Higgins, founder and chief executive of HomeOwners Alliance, to tackle the question: are new-build properties a wise choice? See omnystudio.com/listener for privacy information.

As hosts Merryn Somerset Webb and John Stepek, continue on with part 3 of their UK housing mini-series, they help answer a listener question on the pros and cons of buying a shared ownership property in the UK. They are joined by Ray Boulger, of independent mortgage brokers, John Charcol. See omnystudio.com/listener for privacy information.

(This interview was recorded before the market chaos of this week.) On this week’s episode of Merryn Talks Money, Merryn Somerset Webb sits down with economist James Galbraith, who says there’s a problem with economists. The problem, he says, is that almost all of them are working with the wrong models. They look at economics in terms of equilibrium, as though the natural destination of an economy is “some kind of stable state,” Galbraith says. But absolutely nothing else tends to equilibrium. See omnystudio.com/listener for privacy information.

In this week's roundup, Merryn Somerset Webb, speaks with Money Distilled newsletter author John Stepek about trade wars, the end to American exceptionalism and President Donald Trump might actually be winning. https://www.bloomberg.com/news/newsletters/2025-04-09/everything-you-need-to-know-about-the-basis-trade-spooking-markets See omnystudio.com/listener for privacy information.

In this week’s installment of Merryn Talks Your Money, hosts Merryn Somerset Webb and Money Distilled author John Stepek continue their UK housing mini-series. On this episode, they question the value-add of mortgage brokers when buying a home in Britain. How essential are they? See omnystudio.com/listener for privacy information.

In this week's roundup, Merryn Somerset Webb, speaks with Money Distilled newsletter author John Stepek about how US tariffs have highlighted a benefit of Brexit and why they believe the minimum wage is too high. See omnystudio.com/listener for privacy information.

We're kicking off our special series on how to navigate the UK housing market. Professor Yolande Barnes at University College London joins host Merryn Somerset Webb to discuss the market as a whole: what’s the outlook for home prices, what’s the best strategy when purchasing your first property and why the UK is at risk of an oversupply in houses. See omnystudio.com/listener for privacy information.

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. See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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-moneyAnd for John's: https://www.bloomberg.com/account/newsletters/money-distilledSee omnystudio.com/listener for privacy information.

Want a different passport? Wish you lived somewhere with a better tax policy or even better weather? With enough money, it is possible. It’s called citizenship by investment, a process of gaining permanent residency by purchasing property or investing in the economy. On this week’s episode of Merryn Talks Money, host Merryn Somerset Webb speaks with Dominic Volek, group head of private clients at Henley & Partners, about why expats are deciding to move—and which countries have the best offers. See omnystudio.com/listener for privacy information.

On this week’s personal finance edition of Merryn Talks Money, hosts Merryn Somerset Webb and Bloomberg Money Distilled author John Stepek turn their attention to cash Individual Savings Accounts (ISAs) and how the rules around them may soon change--and why that means you should think about how much cash you've got saved.See omnystudio.com/listener for privacy information.

What would philosopher and political economist Adam Smith think of Donald Trump’s love of tariffs? What would he make of the Republican president’s approach to taxes and deregulation? On this episode of Merryn Talks Money, recorded last week in Dubai, a special panel joins host Merryn Somerset Webb to try and answer those questions using Smith’s texts as a guide. They also talk about the global investment landscape and how the Gulf region, and particularly the United Arab Emirates, is a good place to launch a career. In front of an audience at the Heriot-Watt University campus, Webb was joined by Adam Dixon, chair in sustainable capitalism at Panmure House, Ashley Hunter, founding partner of A. Hunter & Co., and Iqbal Kham, chief executive of Fajr Capital Group, an impact-driven investment firm. See omnystudio.com/listener for privacy information.

All investors look for an edge. You only make real money by having “alpha,” as the jargon goes. On this week’s episode of Merryn Talks Money, host Merryn Somerset Webb is joined by a guest who knows all about the quest for advantage: Bloomberg Indices Quant Researcher Steve Hou. Put simply, Hou’s job is to find what “works” in markets and then find ways to capture it for investors. So what’s he been investigating? Recent topics include how to identify innovative companies and the role of research and development spending within that. It’s more complicated than you might expect.See omnystudio.com/listener for privacy information.

On this week’s personal finance edition of Merryn Talks Money, the conversation revolves around effective financial planning for one’s eventual death.Merryn Somerset Webb sits down with Matthew Hutton, author of Your Last Gift: Getting Your Affairs in Order, to discuss practical advice on how to navigate the inheritance tax, write a will, choose an executor, manage digital assets and ensure one’s heirs avoid delays when it comes to accessing money after your death. Read more: https://www.bloomberg.com/opinion/articles/2024-04-29/death-admin-don-t-leave-your-family-a-nightmare-when-you-dieMatthew Hutton's book: https://www.yourlastgiftbook.com/See omnystudio.com/listener for privacy information.

The limited liability company remains the best vehicle for capitalistic endeavour. Read by Helen Lloyd. Engelsberg Ideas is funded by the Axel and Margaret Ax:son Johnson Foundation for Public Benefit. Image: Lloyd's coffee house in the City of London. Credit: CPA Media Pte Ltd / Alamy Stock Photo 

Panmure Liberum Chief Economist Simon French joins host Merryn Somerset Webb and senior reporter John Stepek to discuss why boosting the UK's growth should start with encouraging North Sea oil and gas production. The book Simon recommends at the end of the interview is called Digital Minimalism.See omnystudio.com/listener for privacy information.

On this week’s personal finance edition of Merryn Talks Money, host Merryn Somerset Webb speaks with Tony Dalwood, Chief Executive Officer of Gresham House, a specialist alternative asset manager, about Venture Capital Trusts (VCTs)—what are their benefits and when they are best employed.See omnystudio.com/listener for privacy information.

Each week on the Merryn Talks Money podcast, we discuss strategies for investing with industry experts. But rarely do we talk about how to get started on that investment journey. On this episode, Holly Mackay, founder and chief executive of Boring Money, joins hosts Merryn Somerset Webb and John Stepek to do just that. They chat about how to get started in choosing an investment platform, including answering a key question (what is an investment platform?) and looking at the main options available.See omnystudio.com/listener for privacy information.

In this week’s personal finance edition of Merryn Talks Money, hosts Merryn Somerset Webb and John Stepek answer the question: what are the financial benefits of getting married in the UK? Become a Bloomberg.com subscriber using our special intro offer at bloomberg.com/podcastoffer. You’ll get episodes of this podcast ad-free and unlock access to deep reporting, data and analysis from reporters around the world. Already a subscriber? Connect your account on the Bloomberg channel page in Apple Podcasts to listen ad-free.Sign up to Merryn's newsletter: https://www.bloomberg.com/account/newsletters/merryn-talks-moneySee omnystudio.com/listener for privacy information.

In this week's personal finance edition of Merryn Talks Money, hosts Merryn Somerset Webb and John Stepek discuss a listener question about whether setting up a limited liability company is a good strategy to save on taxes in the UK. See omnystudio.com/listener for privacy information.

In this week's personal finance edition of Merryn Talks Money, hosts Merryn Somerset Webb and John Stepek discuss a listener question about the difference between UK defined benefit and defined contribution pensions. The listener, Mustafa, said he originally had a defined benefit pension but has since moved over to a defined contribution scheme. He wants more information about each of the pension types and is starting to question the change. Webb and Stepek help him understand the pros and cons of each scheme and make it very clear what they might prefer for their own pensions.See omnystudio.com/listener for privacy information.

The Spectator Economic Innovator of the Year Awards, in partnership with Rathbones, celebrate the passion and creativity of British entrepreneurs. From hundreds of entries we have narrowed down to some 50 finalists across the United Kingdom. In this episode, the judges discuss the innovators within the Business Services and Logistics category – the companies that help other innovators and companies operate day to day. The judges in this episode are Merryn Somerset Webb, senior columnist at Bloomberg and the founder of MoneyWeek; entrepreneur and investor Gordon Black, whose company Peter Black Holdings was a major supplier of the UK's leading retailers; Michelle White, Head of Private Office for Rathbones; and Martin Vander Weyer, The Spectator's business editor. The awards and this podcast series are sponsored by Rathbones, a leading provider of individual wealth management.

In a live-recorded episode of Merryn Talks Money, hosts Merryn Somerset Webb and John Stepek are joined in London by Bloomberg Head of Economics and Government Stephanie Flanders and former UK Office for Budget Responsibility (OBR) Chief of Staff Andy King to discuss the first budget presented by Chancellor of the Exchequer Rachel Reeves.  See omnystudio.com/listener for privacy information.

Chancellor Rachel Reeves and the Labour Party have unveiled their first budget in 14 years. John and Rachel are joined by Merryn Somerset Webb to discuss the big takeaways and what this means for the country's economic future. Hosts: John Curtice and Rachel WolfGuest: Merryn Somerset Webb, senior columnist at BloombergTo find out more about Tortoise:- Download the Tortoise app - for a listening experience curated by our journalists- Subscribe to Tortoise+ on Apple Podcasts for early access and exclusive content- Become a member and get access to all of Tortoise's premium audio offerings and moreIf you want to get in touch with us directly about a story, or tell us more about the stories you want to hear about trendy@tortoisemedia.com Hosted on Acast. See acast.com/privacy for more information.

The Spectator Economic Innovator of the Year Awards, in partnership with Rathbones, celebrate the passion and creativity of British entrepreneurs. From hundreds of entries we have narrowed down to some 50 finalists across the United Kingdom. In this episode, the judges discuss the innovators within our consumer goods and services category, from suppliers of wonky fruits to producers of supplements for pets. The judges in this episode are Merryn Somerset Webb, senior columnist at Bloomberg and the founder of MoneyWeek; entrepreneur and investor Gordon Black, whose company Peter Black Holdings was a major supplier of the UK's leading retailers; Michelle White, Head of Private Office for Rathbones; and Martin Vander Weyer, The Spectator's business editor. The awards and this podcast series are sponsored by Rathbones, a leading provider of individual wealth management.

In this week's personal finance edition of Merryn Talks Money, hosts Merryn Somerset Webb and John Stepek answer a question from listener Hugo. He's in his twenties and wondering what financial strategy graduates like him might find the most rewarding—from buying a house to investing in the equity market. Join us at Bloomberg on Oct. 31, the morning after the Budget, for a taping of the podcast in front of an audience. Register here:https://go.bloomberg.com/attend/invite/merryn-talks-budget/See omnystudio.com/listener for privacy information.

In this engaging interview, Ranmore Fund Manager Sean Peche shares candid insights with Bloomberg's Merryn Somerset Webb, challenging the traditional investment narrative. Peche discusses his approach to evaluating stocks without meeting management, the pitfalls of chasing tech stories like Nvidia, and why he believes in relying on hard numbers over compelling CEO stories. He highlights Ryanair's resilient performance, Petrobras' dividend power, and the risks of paying too much for future growth. With a focus on value investing, Peche emphasizes the importance of avoiding hype and sticking to fundamentals in an unpredictable market.

“This has been an incredibly unique cycle, both in terms of the economy and the market,” says Liz Ann Sonders, managing director and chief investment strategist at Charles Schwab, on this week's episode of Merryn Talks Money. “Maybe that's the ultimate understatement.” Sonders joins Merryn Somerset Webb to discuss what is and isn't driving such turbulent markets—from Mother Nature “wreaking havoc” with inflation data to artificial intelligence's promised productivity spur—and how investors can navigate the turmoil.  Join us at Bloomberg on Oct. 31, the morning after the Budget, for a taping of the podcast in front of an audience. Register here: https://go.bloomberg.com/attend/invite/merryn-talks-budget/See omnystudio.com/listener for privacy information.

On this personal finance edition of Merryn Talks Money, hosts Merryn Somerset Webb and John Stepek discuss diversifying your UK pension.    They lay out scenarios in which your pension could be at risk, and the extent to which it would be protected by the Financial Services Compensation Scheme. And it's not just important for pensions: these should be considerations for anyone with investments in passive funds and individual savings accounts (ISAs), Webb and Stepek say. Also on this episode, they tackle monitoring your broker's solvency and how to gauge whether you would have “political protection” should they go bust. See omnystudio.com/listener for privacy information.

On this week's personal finance edition of Merryn Talks Money, hosts Merryn Somerset Webb and John Stepek discuss pension drawdown with Tom McPhail, formerly the lead pensions spokesman for the investment platform Hargreaves Lansdown. He also led an external review of the Money and Pensions Service on behalf of the UK government's Department for Work and Pensions. They tackle what drawdown is and how to avoid getting ripped off. But first, we have a look ahead to the autumn budget and what changes to pension pots could be on the horizon.  See omnystudio.com/listener for privacy information.

How realistic is achieving a 20% annual return as an amateur investor? On this week's personal finance edition of podcast Merryn Talks Money, it doesn't take long for hosts Merryn Somerset Webb and John Stepek to come to the conclusion that consistently outperforming the likes of Berkshire Hathway in your free time is far from likely.  But the bigger question is how to set yourself a realistic but rewarding goal in the first place. On this episode, Webb and Stepek take personal investors back to the drawing board to discuss setting targets, picking a portfolio and—most importantly—avoiding panic. See omnystudio.com/listener for privacy information.

Mark Slater, chairman and chief investment officer of Slater Investments Ltd., joins host Merryn Somerset Webb to discuss the state of the UK stock market, the missed opportunity of the British Individual Savings Account (ISA) and why deep and liquid capital markets are vital to the health of the economy.See omnystudio.com/listener for privacy information.

In this personal finance edition of Merryn Talks Money, Merryn Somerset Webb and John Stepek weigh the pros and cons of taking out a student loan.See omnystudio.com/listener for privacy information.

Merryn Somerset Webb and Diana Choyleva, chief economist at Enodo Economics, discuss what Choyleva considers one of the most important relationships in the world: US and China. What will change if Vice President Kamala Harris wins the November presidential election? Or Donald Trump? For more from Diana, check out these links: Enodo Economics Track Record: https://bit.ly/4dTckeS Diana's X profile: https://bit.ly/3MpieswSee omnystudio.com/listener for privacy information.

On this week's episode of Merryn Talks Money, Peter Kinsella, global head of FX strategy at Union Bancaire Privee Ubp SA, joins host Merryn Somerset Webb to explain the bullish case he and his team are making for the UK. Earlier this year, UBP opened an initial allocation towards Britain, a first for the Swiss private bank. See omnystudio.com/listener for privacy information.

Regular listeners of the Merryn Talks Money podcast know that Merryn Somerset Webb usually ends her interviews with one question. If you had to invest all of your money into one of these assets, and hold it for the next 10 years, which would it be: Bitcoin or gold? In this week's episode, she makes that question the foundation for a conversation with Charlie Morris, chief investment officer and founder of ByteTree, and Alexander Chartres, a fund manager at Ruffer. The episode was taped in front of audience at the Bloomberg offices in London. Want to see Merryn live? Check out her shows in Edinburgh at Fringe Festival this August! See omnystudio.com/listener for privacy information.