Melt-Up or Mirage? Markets Ignore Everything but Earnings
Markets are ripping higher on blockbuster earnings and AI euphoria—but on this week's markets wrap, hosts Merryn Somerset Webb and John Stepek aren’t buying the calm. From contrarian magazine covers t...
8 Touko 18min
Free Booze to Real Power: Why Shareholder Perks Matter
What if owning a single share could get you discounted wine, cheaper holidays—or even a stronger voice in corporate decisions? Merryn Somerset Webb and John Stepek explore the forgotten world of share...
6 Touko 18min
Cheap, Unloved, Profitable: The Case for Value Investing Today?
Merryn Somerset Webb speaks with Temple Bar’s Ian Lance about the trust’s standout performance since 2020, driven by disciplined value investing—buying unloved, low-priced companies with recovery pote...
4 Touko 25min
Live From The Master Investor Show: Jim Mellon and Stephen Yiu
Merryn Somerset Webb sits down with John Stepek, Jim Mellon, billionaire investor and Chairman of The Burnbrae Group, and Blue Whale manager Stephen Yiu. The panel was part of the Master Investor Show...
1 Touko 30min
What Red Squirrels Reveal About Britain’s Broken Investing Culture
Why has the UK become a nation of savers—but not investors—and what on earth do red squirrels have to do with it? Merryn Somerset Webb and John Stepek take aim at a baffling government campaign, unpac...
29 Huhti 24min
Andy Haldane on Britain’s Fiscal Squeeze and Growth Problem
Former Bank of England Chief Economist Andy Haldane joins Merryn Somerset Webb to unpack why the UK may feel poorer, more fragile and seemingly out of options—despite sitting on untapped wealth and wo...
27 Huhti 39min
Markets in a Permanent Mini-Crisis: Why Investors Are Waiting, Not Predicting
On this week's markets wrap, hosts Merryn Somerset Webb and John Stepek explore how markets are navigating a world of constant geopolitical “mini-crises,” where uncertainty keeps investors reactive ra...
24 Huhti 17min
Your Pension, Your Problem? Inside Nest’s Big Investment Shift
Merryn Somerset Webb and John Stepek discuss the ongoing push into private markets by Britain's largest workplace pension scheme (by membership), the National Employment Savings Trust. NEST plans to i...
22 Huhti 22min
