MoneyWeek Talks
MoneyWeek Talks is a podcast that explores financial success, money management, and wealth creation. Hosted by MoneyWeek editors Kalpana Fitzpatrick and Andrew van Sickle, each episode features interviews with CEOs, entrepreneurs, and politicians who share their top tips on investing and personal finance. The show aims to help listeners make, keep, and spend their money wisely.
Episodes
Jeremy Grantham: How to invest like a stock market legend
Legendary billionaire investor Jeremy Grantham is an expert in stock market bubbles. In the 1980s, he spotted the Japanese bubble. He also, rightly, refused to rush into the tech bubble that popped dramatically during the dotcom crash.Now, with all eyes on the astronomical valuations AI firms are commanding, does he think a bubble is emerging?MoneyWeek Talks is a podcast that helps you unlock the
Why former Team GB boxer Delicious Orie has traded his gloves for the world of finance
Stepping away from a professional boxing career just a few years after winning gold at the Commonwealth Games might seem a strange decision for some – but not Delicious Orie.Orie, who retired from the sport last May, tells Kalpana Fitzpatrick he has now embarked on a career in the financial world, which offers him something boxing couldn’t – fulfilment.
What does the oil crisis mean for you?
The world is in the midst of an oil crisis. The war in Iran has thrown the markets into turmoil, with the price of oil soaring to around $100 a barrel.The oil shock has repercussions that are far wider than just the price of petrol. MoneyWeek editors Kalpana Fitzpatrick, Andrew Van Sickle, and Cris Sholto Heaton make sense of what is happening now, where the crisis could go next, and what you shou
Are you prepared for upcoming inheritance tax changes?
Inheritance tax is a tricky topic. Taboos around speaking about money and the emotion that comes with thinking about death create a perfect storm for misunderstanding it. But with such complex rules around inheritance, it is a topic well worth talking about – and sooner rather than later.Lisa Conway Hughes, a certified financial adviser and founder of LCH Wealth, speaks to MoneyWeek's Kalpana Fitz
China, the Iran war, and the US
What force will shape the world in the next 20 years? The answer is China's drive to financialise, according to Diana Choyleva, founder and chief economist at Enodo Economics.Diana speaks to MoneyWeek's Cris Sholto Heaton about how the AI race differs in China versus the west, the transformation of the country's equity market, and the breakdown of globalisation.
Are investors underestimating emerging markets?
Andrew Van Sickle speaks to Charles Jillings, co-fund manager of Utilico Emerging Markets Trust, about the outlook for emerging economies, the challenges posed by the latest oil shock, and long-term investment opportunities in infrastructure and utilities.
Exporting with confidence
#Ad In this episode, we speak to Cocoba, a Kent-based chocolate brand, about its growth journey and expansion into international markets.The conversation explores the practical realities of exporting for SMEs: from managing cash flow and production cycles to navigating the challenges of fulfilling larger overseas orders. It highlights how delays between production and payment can place pressure on
What does risk actually mean?
What is stopping the UK from investing? It's a mixture of three main factors, according to Henry MacLeod, co-head of digital distribution at BlackRock.In this episode of MoneyWeek Talks, Kalpana Fitzpatrick speaks to Henry about the state of investing in the UK, how we can debunk myths about risk, and whether AI can help you become a better investor.
Why hiring talent is a growth strategy
#Ad In this episode, we speak to The Gym Group about how Jobcentre Plus is helping it overcome the challenges of recruiting and retaining talent in a fast-growing, service-led business.As the company expands across the UK, building a consistent pipeline of skilled employees has become a key priority. The conversation explores how partnerships with Jobcentre Plus are helping to address this challen
Developing electric vehicles at scale
#Ad In this episode, we speak to Electra Vehicles, a West Yorkshire-based manufacturer developing electric and hydrogen-powered commercial vehicles, about the realities of building and scaling a technology-led business.Founder Sid Sadique shares his journey from apprentice mechanic to leading a growing engineering business, and explains the challenges SMEs face in capital-intensive sectors, from r
Is Europe ripe for recovery?
Daniel Avigad, manager of the TM Lansdowne European Special Situations fund, speaks to MoneyWeek's Andrew Van Sickle about opportunities in European equities, solving the continent's growth problem, and the consequences of populism.
Can purpose-led organisations scale?
#Ad Purpose-driven organisations often face a challenge: how to grow their impact without losing sight of their mission. In this episode, we speak to Riverlution about building a sustainable model for environmental change, from early projects restoring rivers to developing partnerships with businesses and communities.The conversation explores how leadership development and structured management su
Why Vietnam is the world's most exciting emerging market
Dominic Scriven, founder and chairman of Dragon Capital, speaks to MoneyWeek's Cris Sholto Heaton about the challenges and opportunities that lie ahead for Vietnam, the current climate for investors and how his Vietnamese language lessons led to him founding the largest asset manager in the country.
Are money problems driving the mental health crisis?
Improving the relationship between money and mental health is one of Clare Francis 's missions in her work at both Barclays and the Money and Mental Health Policy Institute.It is also a personal story – Clare lost her husband to suicide in 2011. Ever since, she has been driven to improve how we deal with our mental health when it relates to money.Clare, savings and investments director at Barclays
Pitch to Portfolio: Lioness Jill Scott's Investing Game Plan
Former Lioness Jill Scott shares her investing journey and discusses how she is working towards the ultimate goal of building wealth for her future.Speaking to MoneyWeek’s Kalpana Fitzpatrick, Jill says while she has always had an eye on the ball, she has not focused enough on her finances. But now, as a retired professional footballer, she has turned her attention to investing and shares how it h
Tom Stevenson's fund picks for 2026
Fidelity's Tom Stevenson reveals his top three funds for 2026 for your ISA or self-invested personal pension.He tells MoneyWeek's Kalpana Fitzpatrick why he is recommending these funds and how to decide what's right for you. Plus, he shares his views on why keeping exposure to UK and US equities matters in a well-diversified portfolio.
Will fintechs change the way you invest?
Investing can get a bad rap for being inaccessible. But it doesn't have to be that way, says Yana Shkrebenkova, CEO of Revolut Trading.MoneyWeek's digital editor, Kalpana Fitzpatrick speaks to Yana about how fintechs can make investing more accessible, the importance of financial education, and why women may be better investors than men.
Why you fear money – and how to fix it
Ever wondered what your relationship with money is? Well, it could be a little more complex than you think - childhood experiences, the wrong influence, or simply not understanding how it works could be holding you back.Financial psychotherapist, Vicky Reynal, talks to Kalpana Fitzpatrick about how you can change your money mindset, avoid arguments over money and how to come out of the guilt trap
The investment mistakes not to make
While tracking an index makes good sense, investors could be missing out on opportunities by overlooking active managers. Andrew Craig discusses why they still play a valuable role for investors.Plus, he talks about the key mistake most newbie investors are making when it comes to differentiating between trading and investing.
Vietnam: Asia's new tiger economy
In this episode of MoneyWeek talks, Thuy-Anh Nguyen, director and product specialist at Dragon Capital, gives Andrew Van Sickle the inside track on Vietnam. Having grown up in Hanoi in the late 1970s, she has first-hand experience of the country’s extraordinary transformation from a war-torn planned economy to one of the world’s most dynamic emerging markets.By 2005, MoneyWeek was highlighting it
How the Budget will hurt you
In this Autumn Budget special, MoneyWeek editors Kalpana Fitzpatrick, Andrew van Sickle and Cris Heaton chew over what was announced and what it means for savers, investors, workers, and homeowners. We gave the Autumn Budget a big thumbs down — but why?
Steve Webb: Using pensions for property
Sir Steve Webb, former pensions minister and partner at LCP, tells MoneyWeek Talks how he is proud of the triple lock pension system, which gives the state pension a much-needed boost.Plus, he explains why young people should be able to release some of their pension savings to help them get onto the housing ladder and why renting in old age is not a good idea.Host: Kalpana Fitzpatrick, digital edi
Rishi Sunak: Are your numeracy skills holding you back with money?
In our first episode of MoneyWeek Talks, former UK prime minister Rishi Sunak discusses the real cultural change needed to get people to invest, how his charity, The Richmond Project, will help boost numeracy skills, financial literacy and the economy.Host: Kalpana Fitzpatrick, digital editor, MoneyWeek
Introducing MoneyWeek Talks
Welcome to MoneyWeek Talks - the podcast that helps you build wealth, invest smarter, and understand the concepts that help you manage your finances better.Brought to you by MoneyWeek, our guests include CEO, entrepreneurs, economists, investors and policymakers.We cut through the noise to bring you the best thinking on investments, wealth management, and financial freedom.Subscribe to MoneyWeek T
Finding opportunities in frontier markets
Andrew Van Sickle talks to Emily Fletcher and Sam Vech, co-managers of the Blackrock Frontiers Investment Trust, about the improving outlook for the sector and the appeal of exotic economies ranging from Vietnam to Saudi Arabia.
Cashing in on Canada
Andrew Van Sickle talks to Greg Eckel and Jonathan Morgan of Canadian General Investments about the economic, environmental and political backdrop for Canadian equities and explores the outlook for the Toronto stockmarket’s key sectors.
Japan’s corporate-governance revolution
Andrew van Sickle talks to Joe Bauernfreund of Asset Value Investors about why Japanese corporations have become more shareholder-friendly over the past decade and what this means for smaller companies
The slump in the London stockmarket
Andrew van Sickle talks to Laura Foll of Janus Henderson Investors about why the London equity market is being shunned by local and foreign investors alike, and what can be done to turn the tide.
A one-stop shop for global investors
Andrew van Sickle talks to Stuart Gray of Alliance Trust about worldwide investment opportunities, the trust’s multi-manager strategy and more than half a century of successive dividend increases.
HydrogenOne Capital Growth plc - long and short term opportunities in the green economy
Rupert talks to Richard Hulf about the state of the hydrogen market and how investors can capitalise on this emerging technology.
Reducing macro economic risk in a portfolio
Rupert talks to Argonaut Capital’s CEO Barry Norris. They discuss how to protect your portfolio, opportunities in energy and why short selling can add an edge to your portfolio.
Activist investing and capitalising on trading opportunities in equities around the world
Rupert talks to Joe Bauernfreund from Asset Value Investors about value investing, Japanese stocks and the right way to be an activist.
Short and long-term opportunities for investors in the UK market
Rupert talks to Nick Greenwood manager of the MIGO Opportunities Trust plc about the current state of the investment trust market and looks at some of the biggest bargains around today.
How to defend your portfolio from global risks
Rupert Hargreaves talks to Axel Rudolph, Senior Market Analyst at IG and Chris Beauchamp, Chief Market Analyst at IG about dealing with global risks and broadening your investment toolkit.
John Mills: why a weak pound is good for the UK
Merryn talks to John Mills, founder of consumer goods distributor JML, chair of Vote Leave and one of the Labour Party's biggest donors. His latest book – "Why the West is Failing" – argues that a weak pound is needed to help revive UK manufacturing.
James Ferguson: you may not make any money this year – so just try not to lose any
In her final MoneyWeek Podcast, Merryn talks to James Ferguson, founder of the MacroStrategy Partnership, about why high inflation and rising interest rates will have a very unpleasant impact on our portfolios. You’re unlikely to make any money this year – so just try not to lose any.
Part 2 of The Butcher, the Brewer, the Baker & Merryn Somerset Webb
In this week’s show, Merryn is joined by James Ferguson, founder of Macro Strategy Partners; Russell Napier, economic historian, author and keeper of the Library of Mistakes; comedian Simon Evans; and Heather McGregor, executive dean of Edinburgh Business School, writer for the FT and author of several books.
The MoneyWeek Podcast: The Butcher, the Brewer, the Baker and Merryn Somerset Webb
This week we join Merryn and guests at her Edinburgh Festival show at Panmure House, the last home of Adam Smith, where they discuss the relevance of Smith’s work to today’s politics and economics – taking in many a tangent along the way. Guests include John Stepek, formerly MoneyWeek’s executive editor; financial historian Edward Chancellor; comedian Simon Evans; and Alex Chartres, investment dir
The MoneyWeek Podcast: 17 years of change
As John Stepek leaves MoneyWeek after 17 years, he and Merryn look back on what’s changed in that time. From consensus politics to populism; financial crashes and the failure of independent central banking; plus the one tax that the incoming prime minister should introduce.
James de Uphaugh: why shifting perceptions are good for UK stocks
Merryn talks to James de Uphaugh of the Edinburgh Investment Trust about why a “change in perception” of energy, mining, defence and bank stocks means the UK market could be well-placed to outperform.
Edward Chancellor: why interest is the force that holds everything in place
Merryn talks to author Edward Chancellor about interest – AKA “the price of anxiety” – and why it, like gravity, is the force that holds everything in place. Plus, the best place for investors to find value now.
Peter Spiller and Christopher Mills: inflation, rising wages and falling profits
Merryn talks to fund managers Peter Spiller and Christopher Mills about the bear market, company valuations and inflation; why wages will have to rise at the expense of company earnings; plus the one asset they’d each buy and hold for ten years.
The MoneyWeek Podcast: nuggets of positivity in an extended bear market
Merryn and John talk about he need for higher wages and lower house prices, and why the fact that this is the least dramatic bear market they’ve ever seen could mean it has much longer to go yet. Plus, a bitcoin success story and why things could be looking up for the young.
Dylan Grice: financial privacy, the stupidity of central bankers and the “cockroach portfolio”
Merryn talks to Dylan Grice of Calderwood Capital about how central bankers are the problem, not the solution; how bitcoin can counter the increasing “weaponisation of money”; and why, if you want to preserve your capital, you should copy the cockroach.
Liz Ann Sonders: raging inflation and the bear market is not “70s redux”
Merryn talks to Liz Ann of Charles Schwab about how today’s raging inflation and bear market came about, what to do, and why it’s not like the 1970s stagflation, or the the 2007-2008 crash.
James Ferguson: recession, house prices and the power of youth
Merryn talks to James Ferguson of the MacroStrategy Partnership about central-banker induced inflation, the threat of a thoroughly unpleasant recession, and how the young should benefit from falling house prices and rising wages.
The MoneyWeek Podcast with Russell Napier at the Library of Mistakes
Merryn talks to Russell Napier about Edinburgh’s Library of Mistakes, the age of debt and financial repression, plus why he has never invested in China and what he’d buy now.
Barry Norris: we’re already in the 1970s. Here’s how to invest
Merryn talks to Barry Norris of Argonaut capital about the parallels between now and the 1970s; the transition to “green” energy; and the one sector where “it’s going to be difficult not to make a lot of money”.
Anna Macdonald and Mikhail Zverev: Investing in innovative new frontiers
Merryn talks to Anna Macdonald and Mikhail Zverev of Amati about investing in growth-focused innovation in the teeth of a tech-stock selloff, and the opportunities it throws up.
Mohamed El-Erian: inflation, disinflation and the mistakes of central bankers
Merryn talks to Mohamed El-Erian about the state of the global economy, how the Fed became hostage to the marketplace, and how you should position your investments in distorted markets.
James Anderson: the trouble with the fund management industry
Merryn talks to Baillie Gifford's James Anderson about his career at Scottish Mortgage; the roles and responsibilities of the wider fund management industry; the stocks in his portfolio; plus answers to some of your questions.
Fred Harrison: House prices will peak in 2026
Merryn talks to Fred Harrison, author of #WeAreRent about why land is so lucrative to investors and when house prices will level off.
Robin Wigglesworth: Index funds matter in ways we are only starting to fathom
Merryn talks to the FT's Robin Wigglesworth about how passive investing via index funds can't be blamed for inflated stockmarket valuations, and how the current fad for ESG may erupt into a new mis-selling scandal.
Charlotte Yonge: Two ways to protect your money from inflation
Merryn talks to Charlotte Yonge of Troy Asset Management about the long-term inflationary risks the world is facing, and the two best ways to protect your wealth as central banks lose control.
The MoneyWeek Podcast: redefining the FAANG stocks for a new era
As the tech stock bubble bursts, Merryn and John discuss how one bank has redefined and replaced the FAANG stocks with some decidedly old-school investments.
Dario Perkins and Richard de Lisle: inflation, the 1970s, and the rotation to value
Merryn talks to Dario Perkins from TS Lombard about central banks and how today's inflation is not the same as 1970s inflation; and to Richard de Lisle of De Lisle Partners about the stocks he's buying now.
Vitali Kalesnik – investing in a world of geopolitical instability and high inflation
Merryn talks to Vitali Kalesnik of Research Affiliates about the situation in Ukraine, the consequences of sanctions on Russia, and how inflation will affect us all – for better and for worse.
Luke Hyde-Smith: how to invest for inflation
Merryn talks to Luke Hyde-Smith of Waverton Investment Management about the current state of the markets, and how to invest into the kind of inflationary environment we have now.
Alec Cutler: it feels like the 1970s – what should you buy?
Merryn talks to Alec Cutler of the Orbis Global Balanced Fund about the inflation of the 1970s compared with that of today, and what investors can do to counter it.
Shareholder democracy – returning power to to the people
Merryn and John talk about returning power to the ultimate owners of corporations · the shareholders. Most of us own stakes in companies, but we can't exercise the power that brings. It's time that changed.
Sandy Nairn: the end of the "everything bubble" could destroy $75trn of assets
Merryn talks to Sandy Nairn of Edinburgh Partners about his new book and the bursting of the "everything bubble" as liquidity drains out of the market, taking your assets with it.
Julian Brigden: markets are at a huge inflexion point
Merryn talks to Julian Brigden of Macro Intelligence 2 Partners about the unwinding of the US stockmarket's super-bubble, and the risks and opportunities it poses for investors.
Barry Norris: investing for a post-pandemic world
Barry Norris, manager of the Argonaut absolute return fund, explains what the investment landscape looks like in a post pandemic world, with the end of cheap money and decarbonisation driving a 1970s-style inflationary shock.
Temple Bar’s Ian Lance and Nick Purves: the essence of value investing
Ian Lance and Nick Purves of the Temple Bar investment trust explain the essence of “value investing” – buying something for less than its intrinsic value and in many cases getting profitable parts of a business thrown in free.
The MoneyWeek Podcast: happy new year! Are we in for a year of misery?
Merryn and John ring in 2022 with the first podcast of the new year, discussing energy prices, house prices and interest rates, plus the definition of ESG investing – just what is ethical anyway?
The MoneyWeek Podcast: a very strange year, when forecasting anything became almost impossible
Merryn and John talk about the past year in the markets, the rise of inflation and the bond market's reaction (or lack of it), and conclude that nothing does what you expect anymore.
Steen Jakobsen: reality has become outrageous
Merryn talks to Steen Jakobsen of Saxo Bank about his annual "outrageous predictions" – and how reality is proving a match for anything he can come up with.
George Maher: what we can learn from the fall of the Roman Empire
In the latest MoneyWeek Podcast, Merryn talks to actuary and author George Maher about the economy of the Roman Empire and what eventually led to its downfall – and the parallels with today.
Ewan Markson Brown: the joy of small companies
Merryn talks to Ewan Markson-Brown of Crux Asset Management about why when it comes to emerging markets, he much prefers to invest in micro- and small-cap companies than the likes of Tencent and Alibaba
Vivek Ramaswamy: beware of the "woke industrial complex"
Merryn talks to author and investor Vivek Ramaswamy about how big fund managers are using ESG investing to undermine the foundations of democracy.
Tim Hayes: why I'm bullish on US and European stocks, but not the UK
Merryn talks to Tim Hayes, chief global investment strategist of Ned Davis Research, about why he's so bullish on US growth stocks, but not so keen on UK value stocks.
Spencer Adair: getting rich slowly with "cockroach" companies
Merryn talks to Spencer Adair of the Monks Investment Trust about how he shuns "glamorous" growth to find solid "cockroach" companies that thrive over the long term while their competitors wither and die.
The MoneyWeek Podcast: climate change, global population and inflation
Merryn and John talk about the COP climate change summit; why the short-term answer to our energy needs is be nuclear (and why it's a lot safer than people think); plus the myth of global overpopulation and why our current high inflation isn't going away.
Dale Robertson: why Europe is a great place to be a stock picker
Merryn talks to Dale Robertson of the Chelverton European Select Fund about the opportunities available to investors in European companies – especially in small and micro-cap stocks.
Andrew Hunt: why it's a great time to be a deep value investor
Merryn talks to Andrew Hunt, author of Better Value Investing, about his adventures in the market's dark underbelly, looking for the hated and neglected companies that could not only shoot up by 300%-400%, but could help bring about the cleaner future everybody wants.
Inflation, energy crisis, strikes – have we gone back to the 1970s?
Merryn and John talk about rising prices, productivity and the state of the labour market, plus are bond investors really the adults in the room, and should you buy more houses?
James Ferguson: the scope for bond-market disaster is very real
Merryn talks to James Ferguson of Macro Strategy partners about central bankers, money supply and inflation, plus why we're on the edge of a very significant shift in the markets and what you need to do to protect your wealth.
Gary Channon: the importance of allocating capital wisely
Merryn talks to Gary Channon of Phoenix Asset Management about his investment style and the balance between diversification and performance. Plus, capital allocation and the firms that get it right – and the firms that don't.
Rob Arnott: Covid's hidden investment opportunities
Merryn talks to Rob Arnott of Research Affiliates about some of the unexpected consequences of Covid and their opportunities for investors, plus the "wonderful safe haven" of UK value stocks, and the attractions of energy companies. PLUS, to sign up to watch John’s webinar with Roland Arnold, manager of BlackRock Smaller Companies trust, on 20 October, just go to moneyweek.com/blackrockwebinar –
Kieran Heinemann: the history of shareholder capitalism
Merryn talks to Kieran Heinemann, author of Playing the Market: Retail Investment and Speculation in Twentieth-Century Britain, about the history of the UK retail investor – a longer history than perhaps you might imagine.
