Mining is often an afterthought for many investors. But according to this week’s guests on Merryn Talks Money, it shouldn’t be—especially given its critical role in the global economy and the energy transition (or should we say energy addition?). Nicky Shiels, head of metals strategy at MKS PAMP, and Evy Hambro, head of thematic and sector investing at BlackRock, join host Merryn Somerset Webb to discuss why investors need to pay closer attention to the melt-up in metals. See omnystudio.com/listener for privacy information.
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Here’s the UK Wealth Tax to Really Worry About
In this week's roundup, Bloomberg UK Wealth Editor at Large Merryn Somerset Webb speaks with Money Distilled newsletter author John Stepek about the UK's debt problem. A report from Britain’s fiscal watchdog – the OBR – warns that the country faces "daunting" risks, as a soaring debt load has led to “substantial erosion” of its capacity to respond to future shocks.So how will the government tackle that debt? Everyone’s suddenly talking about wealth taxes - but we might not get the wealth taxes everyone expects. Merryn and John look at why inheritance tax on homes, and capital gains tax, both look like potential targets - and talk about why politics always gets in the way of good policy.See omnystudio.com/listener for privacy information.
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Why Latin America is Attractive to Global Investors
You want to invest in a market with political stability, low valuations and fast growing companies? Perhaps even one that might benefit from President Donald Trump’s deglobalisation agenda? This week, host Merryn Somerset Webb is joined by Jose Manuel Silva, chief investment officer and partner of LarrainVial Asset Management, to discuss the place you should be looking - Latin America. See omnystudio.com/listener for privacy information.
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Rachel Reeves’s Tears Move Markets and the AstraZeneca Wake-Up Call
In this week’s roundup, Bloomberg UK Wealth Editor at Large Merryn Somerset Webb speaks with Money Distilled newsletter author John Stepek about Chancellor Rachel Reeves's tearful appearance in the House of Commons and how that spurred a UK market selloff amid speculation about her future. They also discuss The Times report that AstraZeneca, one of the London market’s top stocks, is thinking of upping sticks and moving to America, and the trend of private equity firms accumulating a record inventory of portfolio companies. Read more: https://mailchi.mp/verdadcap/2024-private-equity-fundamentals?e=0e6992a317: https://stefanik.house.gov/2025/6/stefanik-asks-sec-to-investigate-harvard-for-potentially-withholding-material-information-from-bondholdersSee omnystudio.com/listener for privacy information.
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Bitcoin Treasuries: Inflation Hedge or Hype-Driven Bubble?
You’ve heard of Bitcoin, but have you heard of “Bitcoin treasuries?” From Japan’s MetaPlanet to UK firms like Coincilium and The Smarter Web Company, 61 publicly listed companies have now adopted the strategy of holding Bitcoin on their balance sheets—not just as a speculative bet, but as a hedge against inflation and a way to lure investors hungry for crypto exposure. In this week’s episode of Merryn Talks Money, host Merryn Somerset Webb and Money Distilled author John Stepek are joined by Dominic Frisby, author of The Flying Frisby investment newsletter, to unpack this new strategy and whether the hype is grounded in value or hot air.See omnystudio.com/listener for privacy information.
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.
Ireland