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Bloomberg


Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can use to help them make better saving and investing choices.


Merryn Talks Money

Merryn is joined by Stephanie Flanders, Head of Economics and Government at Bloomberg, Helen Thomas, founder and CEO of Blonde Money, and Money Distilled newsletter author John Stepek, to break down key announcements from the November Budget and what those changes mean for markets, investors and households.

The conversation was recorded in front of an audience at Bloomberg's European Headquarters in London. 

See omnystudio.com/listener for privacy information.

UK Budget Special: What Will It Cost You?

UK consumers used to save very little — now they’re saving a lot, perhaps too much. Why? Kallum Pickering, Peel Hunt chief economist, joins host Merryn Somerset Webb to explain. He points to a “wealth shock”: when gilt yields surged in 2022, pension values fell sharply. At the same time, mortgage rates climbed and house prices stalled.
 
This shift matters. It’s one reason the UK economy remains sluggish. But it’s not the only factor — our strained public finances and the sheer size of the state also play a role.
 
Can it be fixed? Kallum thinks so. He shared his long-term ideas for turning things around — and even offered a few suggestions for Chancellor Rachel Reeves.
 
Correction: At the end when Kallum discusses financing pensions, he refers to a policy that includes a one-year tax cut for young people at £2,000. That is incorrect. His calculations account for £2,000 cuts for years one and two for pensions, and £1,000 cut in healthcare. It starts for everyone at age 20 but anyone under 40 would get the chance to partake. 

See omnystudio.com/listener for privacy information.

The UK Government Must Cut Spending - Here's Why (with Kallum Pickering)

In this week’s Merryn Talks Money market wrap, Merryn Somerset Webb and John Stepek sit down with Chris Clothier, Co-CIO of CGAM to discuss the proposed merger of two of the largest infrastructure investment trusts on the London market, HICL Infrastructure Company and The Renewables Infrastructure Group (TRIG). Fund managers at CGAM are "appalled" by the proposal. Clothier sits down with our usual hosts to explain why and what investors can do about it. The trio also talk about the upcoming budget and the collapse in central London house prices.

See omnystudio.com/listener for privacy information.

Why This Controversial Investment Trust Deal Has Riled Key Shareholders

Curious about how offshore bonds really work, and whether they’re worth it? In this week’s Merryn Talks Your Money, Merryn Somerset Webb sits down with veteran financial adviser Paula Steele, director at John Lamb Hill Oldridge, to unpack the truth behind this often-misunderstood investment wrapper. From hidden tax traps to smart long-term planning strategies, this episode will inform how you think about where (and how) to grow your wealth.

See omnystudio.com/listener for privacy information.

Offshore Bonds: What They Are and Who They’re For

Host Merryn Somerset Webb speaks to Jim Reid, head of Macro and Thematic Research at Deutsche Bank, to unpack why too much cash is risky over the long run and why starting valuations drive real investment outcomes. They dig into 200 years of data on equities versus cash, the role of 60/40 portfolios, gold’s surprising century and today’s artificial intelligence-fueled market dynamics—with practical pointers on cheap versus expensive markets and time horizons.
 
Find the report here: https://www.dbresearch.com/PROD/RI-PROD/PDFVIEWER.calias?pdfViewerPdfUrl=PROD0000000000607211
 
Don't forget to sign up for our live podcast taping in London on November 27:
https://go.bloomberg.com/attend/invite/post-budget-merryn-talks-money/

See omnystudio.com/listener for privacy information.

Jim Reid on Why Cash Is the Riskiest Investment of All

In this week’s Merryn Talks Money market wrap, Merryn Somerset Webb and John Stepek dissect the latest UK housing trends ahead of the budget, exploring why falling mortgage rates might not be enough to lift property prices amid growing uncertainty. They also touch on the sluggish UK economy, the FTSE 100’s near-record run, and whether the AI boom in US markets is showing shades of a bubble.
 
Don't forget to sign up for our live podcast taping in London on November 27:
https://go.bloomberg.com/attend/invite/post-budget-merryn-talks-money/

See omnystudio.com/listener for privacy information.

UK Housing Jitters, Market Moves, and "Psychic Wealth"

Merryn Somerset Webb sits down with Richard Staveley, manager of the Rockwood Strategic, to unpack why UK smaller companies are so unloved—and why that may be a big opportunity. Richard explains Rockwood’s playbook: concentrated, benchmark-agnostic, value investing with hands-on “constructive engagement” to unlock change. They cover liquidity myths, the impact of passives and private equity, and where he sees near-term catalysts—plus what could reignite IPOs and domestic flows (think ISAs, pensions, and momentum).
 
Don't forget to sign up for our live podcast taping in London on November 27:
https://go.bloomberg.com/attend/invite/post-budget-merryn-talks-money/

See omnystudio.com/listener for privacy information.

Why UK Small Caps Could Soar — Rockwood’s Richard Staveley on Value, Catalysts & Momentum

Veteran market strategist Albert Edwards says we’re in a full-blown AI bubble—one powered by a story so seductive even skeptics are getting swept up. On this week’s Merryn Talks Money, the Société Générale global strategist explains why today’s tech optimism echoes the 1990s mania and warns that both earnings and valuations may be more fragile than they seem. His message: enjoy the ride, but stay near the exits—and maybe keep an eye on gold.

Don't forget to sign up for our live podcast taping in London on November 27:
https://go.bloomberg.com/attend/invite/post-budget-merryn-talks-money/

See omnystudio.com/listener for privacy information.

Yes It’s an AI Bubble. Here’s Why (with Albert Edwards)

Hosts Merryn Somerset Webb and John Stepek, senior reporter and author of the Money Distilled newsletter, unpack the week’s biggest market stories — from the Bank of England’s latest rate decision and Rachel Reeves’s fiscal “reset” to whether the AI boom is starting to wobble.

Don't forget to sign up for our live podcast taping in London on November 27:
https://go.bloomberg.com/attend/invite/post-budget-merryn-talks-money/

See omnystudio.com/listener for privacy information.

Rate Cuts, Fiscal Resets, and AI Reality Checks

Bloomberg personal finance reporter Suzanne Woolley is back on Merryn Talks Your Money. She discusses her latest in the 'Where to Invest' series, where investment experts share suggestions on where they'd put $1 million right now. Ideas include precious metals, luxury real estate and healthcare.

https://www.bloomberg.com/features/how-to-invest-a-million-dollars-q4-2025/?srnd=undefined 

See omnystudio.com/listener for privacy information.

Where to Invest $1 Million Right Now

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? 
 
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.

Best of: Is There a Tradeoff Between Net Zero and UK Growth?

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