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 s
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 bac
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.
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 p
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.
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
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 th
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, inc
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 mo
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 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,
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 ye