Activist investing is back. On this week's episode of Merryn Talks Money, Merryn Somerset Webb speaks with Joe Bauernfreund, chief executive of Asset Value Investors, about buying quality companies at deep discounts—and actively forcing a catalyst. The conversation spans Japan’s ongoing governance-driven rerating, South Korea’s push to be the new Japan and moneymaking special situations from Mitsubishi Logistics to News Corp. They also unpack why AVI tilts away from the US, how private-equity trusts and buybacks can unlock value and what the future might be for the UK’s ailing investment trust industry.See omnystudio.com/listener for privacy information.
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In Gold We Trust: What Surging Metals Say About a Shaky Economy
On this week's markets roundup, Merryn Somerset Webb and John Stepek dive into the surging precious metals market — from gold’s decades-long shine to silver’s sudden rally — and what the “debasement trade” says about global confidence in fiat currencies. They unpack investor psychology, fiscal risks facing the UK, and why even major institutions are rethinking the classic 60/40 portfolio. Plus, a discussion on stamp duty and whether cutting it could truly revive Britain’s housing and equity markets.See omnystudio.com/listener for privacy information.
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We Speak to the Pensions Expert Who is Taking His Tax-Free Cash Now
John Stepek, senior reporter and author of the Money Distilled newsletter, is joined by pensions expert Tom McPhail to talk about pension protection. It's no secret that UK Chancellor Rachel Reeves is looking for ways to raise cash to balance the nation's books in the upcoming November budget. Stepek and McPhail discuss ways to keep your pension protected and keep more of your money.See omnystudio.com/listener for privacy information.
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Can Gold Keep Rallying?
Gold’s on a tear — and host Merryn Somerset Webb asks Dominic Frisby, investor and author of the investment newsletter The Flying Frisby and a new book The Secret History of Gold why. They dig into central-bank buying, de-dollarization, and the metal’s timeless allure, from Roman coins to modern ETFs, plus the case for $7k gold and the pivotal $50 line in silver. Practical takeaways include how physical sovereigns, miners, and ETFs can fit into a portfolio today.See omnystudio.com/listener for privacy information.
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UK IPOs Have Dried Up, US Tech Booms, and Japan’s Surprise Rally
In this week's markets round up, hosts Merryn Somerset Webb and John Stepek discuss the news that London has slipped out of the world’s top 20 initial public offering markets as the third quarter ends, overtaken by Mexico and Singapore. Meanwhile, US tech stocks surge despite bubble worries, and Japan’s market hits fresh highs with renewed investor enthusiasm.Become a Bloomberg.com subscriber today. Check out our special intro offer right now at bloomberg.com/podcastofferSee omnystudio.com/listener for privacy information.
Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can use to help them make better saving and investing choices.
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