Merryn Talks Money

What is "capital-cycle" investing and why does it matter for your portfolio? Luke Bridgeman, Senior Partner and Portfolio Manager at Hosking Partners joins Merryn Somerset Webb for a discussion on why supply, not demand, is the key to finding the best investment opportunities. The pair also discuss investing in Japan, energy markets, and why the shipping industry
might be easier to break into than you think.
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It's been a tumultuous few weeks for markets, and yet nothing much has changed. Join Merryn Somerset Webb and John Stepek as they discuss why an AI hedge fund implosion and US intervention in the Japanese yen appear to have merely strengthened market optimism. Meanwhile, the FTSE 250 has hit a new record high, even as the underlying need for practical policy help to save the UK market from extinction becomes ever more urgent.
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Have we become too risk-averse? This week John Stepek and Bloomberg Opinion columnist Allison Schrager discuss her new book, Worth the Risk, and why avoiding risk could be holding back both individuals and economies. They explore the challenges of retirement planning, whether homeownership is still a rewarding investment and what history can teach us about navigating the future of AI.
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Large sections of the debt and equity markets now depend on the ongoing growth of a vast AI ecosystem that ranges from chipmakers to hyperscalers to end-consumers. Does this week's drama in the South Korean Kospi market point to a wider problem? On this week's Merryn Talks Money Markets Wrap, Author of the Money Distilled newsletter John Stepek, is joined by Bloomberg's Private Companies Managing Editor, Neil Callanan to talk through the the AI industry's growing reliance on debt, concerns about circular financing, and whether or not any crash here could spill over into the wider financial system.
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On today's personal finance edition of Merryn Talks Money, we're playing an episode that first aired in July 2025 when hosts Merryn Somerset Webb and John Stepek, shared their top money-saving tips for helping you get the most out of your holiday.
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