Merryn Talks Money

Bloomberg
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May 13, 2026 • 11min

Emergency Podcast: Why Britain's Political Turmoil Will End In Crisis

A sharp tour of Britain's current political turmoil and timing. Speculation over leadership changes and who might step forward. How potential new leaders could shift fiscal direction and unsettle gilt markets. Why rising debt, inflation, and yields constrain policy options. A case for a severe shock to force long overdue fiscal reform and reset the country's growth prospects.
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16 snips
May 13, 2026 • 25min

The Smartest Move You’re Not Making on Your Mortgage

Anthony Emmerson, Director at Trinity Financial and mortgage specialist, explains what's driven recent rate spikes. He breaks down who was hit and whether buying still beats renting. He highlights landlord exits, compares tracker and fixed choices, and reveals the simple remortgage tactic that can save you thousands.
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20 snips
May 11, 2026 • 32min

What If AI’s Biggest Impact Isn’t Jobs, But Minds?

Tom Slater, investment manager and partner at Baillie Gifford who runs the Scottish Mortgage Investment Trust and writes on tech and investing, discusses AI reshaping how we think. He explores cultural shifts, how AI alters idea transmission and learning, risks of passive reliance, threats to training pathways and inequality, and skills needed to orchestrate AI effectively.
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May 8, 2026 • 19min

Melt-Up or Mirage? Markets Ignore Everything but Earnings

Markets are racing higher on blockbuster earnings and AI excitement. The show flags magazine covers as contrarian market signals. Strong S&P profits get historical comparisons to past market cycles. A looming wave of IPOs and record buybacks raises supply and disappointment risks. UK politics, inflation and stubborn gilt yields get linked to policy constraints and future market fragility.
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12 snips
May 6, 2026 • 19min

Free Booze to Real Power: Why Shareholder Perks Matter

They dig into how small perks like discounted wine or holiday deals can make investors feel like real owners. They explore reviving in-person meetings and making them social to reconnect people with companies. Practicals on proving ownership, look-through voting, and using perks to boost pension saver engagement are discussed.
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46 snips
May 4, 2026 • 25min

Cheap, Unloved, Profitable: The Case for Value Investing Today?

Ian Lance, investment manager at Temple Bar Investment Trust known for disciplined value investing and long-term focus. He explains buying unloved, low-priced companies and holding them through recoveries. He talks about defining cheap by future earnings, avoiding value traps via balance-sheet checks, concentrated portfolios, and why energy, banks and WPP look interesting now.
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May 1, 2026 • 30min

Live From The Master Investor Show: Jim Mellon and Stephen Yiu

Stephen Yiu, Blue Whale fund manager focused on bottom-up tech and AI-adjacent stock picking. John Stepek, journalist covering UK macro, debt and policy. Jim Mellon, investor and Burnbrae chair with macro, commodities and AI perspectives. They debate US and UK debt risks, AI data-center demand vs overcapacity, investing in AI infrastructure and suppliers, robotics, demographics and the role of energy and commodities.
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10 snips
Apr 29, 2026 • 25min

What Red Squirrels Reveal About Britain’s Broken Investing Culture

John Stepek, senior reporter and author of Money Distilled, brings sharp personal finance and investing analysis. He and Merryn dissect why Britons hoard cash instead of investing. They critique a patronizing squirrel campaign, explore regulation and messaging that hide returns, and highlight tax and pension frictions that deter participation.
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Apr 27, 2026 • 39min

Andy Haldane on Britain’s Fiscal Squeeze and Growth Problem

Andy Haldane, former Bank of England chief economist known for fiscal and growth expertise, tackles Britain’s tight public finances and trade-offs on defence, pensions and NHS. He highlights the need to re‑plumb finance so pension capital backs scale‑ups, argues tax and regulatory complexity saps investment, and urges lifelong learning and devolution to unlock growth.
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Apr 24, 2026 • 17min

Markets in a Permanent Mini-Crisis: Why Investors Are Waiting, Not Predicting

Discussion of markets stuck in a cycle of geopolitical mini-crises and what that means for investor behavior. Conversation about companies delaying decisions until real-world data arrives and the rise of reactive trading. Contrast between gloomy UK sentiment and surprisingly resilient household finances. Warnings about pension liquidity risks and the perils of private assets.

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