Modern Monetary Theory: Free Money or Fiscal Fantasy?

Modern Monetary Theory: Free Money or Fiscal Fantasy?

Merryn Somerset Webb speaks with Panmure Liberum Chief Economist Simon French to unpack Modern Monetary Theory—the idea that governments issuing their own currency can spend freely, constrained only by inflation. They explore whether the pandemic offered a real-world test of MMT, why fiscal policy may be too blunt a tool to control inflation and what the theory could mean for UK politics, bond markets and capital allocation.

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Avsnitt(366)

What Is 'Manchesterism'— And Will It Boost Britain's Economy?

What Is 'Manchesterism'— And Will It Boost Britain's Economy?

Merryn Somerset Webb and John Stepek are joined by Cavendish's Roger Lee to unpack Andy Burnham's North Star of "Manchesterism" and what it could mean for the UK economy, markets, and investors. They ...

3 Juli 30min

Is Vintage Jewelry the Next Great Investment?

Is Vintage Jewelry the Next Great Investment?

Could vintage jewelry be one of the smartest real assets to own right now? Merryn Somerset Webb speaks with vintage jewelry expert Emma de Sybel, a former banker who is now the director of Baroque Roc...

1 Juli 19min

Man Group's Ed Cole: How to Adapt Your Portfolio to a Changing World

Man Group's Ed Cole: How to Adapt Your Portfolio to a Changing World

Despite agreeing that AI is likely as transformative as its proponents argue, Ed Cole, head of multi-strategy equities at Man Group, believes it’s too early to understand whether there’s a bubble. Mea...

29 Juni 40min

Markets Wrap: Gilts, Gold and AI’s Price Tag

Markets Wrap: Gilts, Gold and AI’s Price Tag

Merryn Somerset Webb is joined by Sam Unsted, editor of Bloomberg’s Markets Today blog. Together they discuss rallying UK gilts in the wake of Prime Minister Keir Starmer’s resignation, inflation fear...

26 Juni 16min

How Much Could Andy Burnham Cost You? 

How Much Could Andy Burnham Cost You? 

Can Andy Burnham keep his promises without hitting Britons in the pocket? Merryn Somerset Webb speaks with Bloomberg's Phil Aldrick about the tax hikes, spending pressures and economic realities facin...

24 Juni 22min

Carson Block: AI Could Trigger the Next Financial Crisis

Carson Block: AI Could Trigger the Next Financial Crisis

Carson Block believes investors may be underestimating the economic consequences of artificial intelligence. The Muddy Waters founder and CEO joins Merryn Somerset Webb to explain why recent advances ...

22 Juni 43min

Passive Investing, SpaceX and the AI Boom: Are Markets Too Concentrated?

Passive Investing, SpaceX and the AI Boom: Are Markets Too Concentrated?

Merryn Somerset Webb and Bloomberg Opinion columnist and senior markets editor John Authers discuss how SpaceX’s market debut has highlighted the hidden risks of passive investing, from index concentr...

19 Juni 26min

The SpaceX IPO: Opportunity or Overvalued?

The SpaceX IPO: Opportunity or Overvalued?

The SpaceX blockbuster IPO has captivated retail investors, but what happens after the initial excitement fades? Merryn Somerset Webb speaks to Hargreaves Lansdown's Anna Macdonald about the extraordi...

17 Juni 16min

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