Merryn Talks Money
Summary
Merryn Talks Money is hosted by Merryn Somerset Webb covering Inflation, Fiscal Policy, Geopolitics, and UK Economy. Notable guests include Carson Block (CEO & Founder, Muddy Waters Capital), Lawrence Hulst (Founder, Onward Opportunities), Merryn Talks Money, and Gareth Wilson (Global Banking Industry Leader and Executive Vice President, Capgemini). Episodes span from Apr 2026 to Jun 2026.
Carson Block predicts that exponential improvements in AI, driven by models coding their own successors, will displace ~15% of US knowledge workers within 2-5 years. This mass layoff will trigger a...
Onward Opportunities is a specialist UK small-cap investment trust employing a concentrated, 'brutalist' strategy to find undervalued 'gems' in an unpopular market. The fund has materially outperfo...
Gold remains a key portfolio holding for insurance, with a bull case supported by central bank/Asian buying and the deteriorating US debt picture, despite recent price volatility. A significant mar...