Merryn Somerset Webb
@merrynsw.bsky.social
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Editor at Large, Bloomberg Wealth
What's up with gold? How much commodity exposure does a portfolio really need? Is it too later to buy energy.. and what about silver?
open.spotify.com/episode/5jMY...
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Why Investors Are Rotating Into Commodities with BlackRock's Evy Hambro
https://open.spotify.com/episode/5jMYFGzEee2gh558Q2PEXN?si=pICmIqcvTIi0IuS7foRbNg
1 day ago
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Will AI make you happy? It's possible. But right now it looks like it means mass unemployment - which in turns means a hideous expansion of welfare and hence the size of the redistributing state. That will make no one happy. So what's the point?
www.bloomberg.com/news/newslet...
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Why AI May Cause More Grief Than Itâs Worth
Its fans predict a brave new world, but the economic reality might be significantly darker.
https://www.bloomberg.com/news/newsletters/2026-03-14/why-ai-may-cause-more-grief-than-it-s-worth-merryn-talks-money
20 days ago
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reposted by
Merryn Somerset Webb
Crises do not emerge from abundance. They come from scarcity. And that is what we have - across our new world. The UK has created a scarcity of energy, land, workers, capital and defence. Hence our not very well managed decline - and coming crisis.
www.bloomberg.com/news/newslet...
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The World Is Getting a Grim Reminder on Scarcity
Crises do not emerge from abundance. In just one week, the Iran war has revealed just how close the cliffâs edge may be.
https://www.bloomberg.com/news/newsletters/2026-03-07/the-world-gets-a-grim-reminder-about-scarcity-merryn-talks-money
26 days ago
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reposted by
Merryn Somerset Webb
The word is moving at speed. From a period of cheap capital driven perceived abundance. To one of genuine scarcity. Best get used to it... and invest accordingly
www.bloomberg.com/news/newslet...
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The World Is Getting a Grim Reminder on Scarcity
Crises do not emerge from abundance. In just one week, the Iran war has revealed just how close the cliffâs edge may be.
https://www.bloomberg.com/news/newsletters/2026-03-07/the-world-gets-a-grim-reminder-about-scarcity-merryn-talks-money
26 days ago
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reposted by
Merryn Somerset Webb
Why there isn't enough of anything anymore (particularly energy..). Why not to bother with private credit. Why your kids need to learn to shear sheep and the comical inconsistency of AI.
www.bloomberg.com/news/newslet...
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The World Is Getting a Grim Reminder on Scarcity
Crises do not emerge from abundance. In just one week, the Iran war has revealed just how close the cliffâs edge may be.
https://www.bloomberg.com/news/newsletters/2026-03-07/the-world-gets-a-grim-reminder-about-scarcity-merryn-talks-money
26 days ago
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reposted by
Merryn Somerset Webb
All a bit confusing isn't it? Come and help us make sense of it all with a live pod recording. 17/3 5pm Markets/oil prices/inflation/interest rates/gold. Special guest Sebastian Lyon of Personal Assets fame. Plus you'll get a drink...
www.bloombergevents.com/event/Merryn...
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Home - Merryn Talks Money â Live: Where Markets Meet Your Money
https://www.bloombergevents.com/event/Merryn_Talks_Money/summary?RefId=Newsletters%20sub&utm_campaign=Newsletters&utm_medium=Newsletters&utm_source=Newsletters
23 days ago
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All a bit confusing isn't it? Come and help us make sense of it all with a live pod recording. 17/3 5pm Markets/oil prices/inflation/interest rates/gold. Special guest Sebastian Lyon of Personal Assets fame. Plus you'll get a drink...
www.bloombergevents.com/event/Merryn...
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Home - Merryn Talks Money â Live: Where Markets Meet Your Money
https://www.bloombergevents.com/event/Merryn_Talks_Money/summary?RefId=Newsletters%20sub&utm_campaign=Newsletters&utm_medium=Newsletters&utm_source=Newsletters
23 days ago
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The change: you will pay a lot less for hope.. and an awful lot more to avoid despair.
add a skeleton here at some point
26 days ago
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Why there isn't enough of anything anymore (particularly energy..). Why not to bother with private credit. Why your kids need to learn to shear sheep and the comical inconsistency of AI.
www.bloomberg.com/news/newslet...
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The World Is Getting a Grim Reminder on Scarcity
Crises do not emerge from abundance. In just one week, the Iran war has revealed just how close the cliffâs edge may be.
https://www.bloomberg.com/news/newsletters/2026-03-07/the-world-gets-a-grim-reminder-about-scarcity-merryn-talks-money
26 days ago
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The word is moving at speed. From a period of cheap capital driven perceived abundance. To one of genuine scarcity. Best get used to it... and invest accordingly
www.bloomberg.com/news/newslet...
loading . . .
The World Is Getting a Grim Reminder on Scarcity
Crises do not emerge from abundance. In just one week, the Iran war has revealed just how close the cliffâs edge may be.
https://www.bloomberg.com/news/newsletters/2026-03-07/the-world-gets-a-grim-reminder-about-scarcity-merryn-talks-money
26 days ago
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Crises do not emerge from abundance. They come from scarcity. And that is what we have - across our new world. The UK has created a scarcity of energy, land, workers, capital and defence. Hence our not very well managed decline - and coming crisis.
www.bloomberg.com/news/newslet...
loading . . .
The World Is Getting a Grim Reminder on Scarcity
Crises do not emerge from abundance. In just one week, the Iran war has revealed just how close the cliffâs edge may be.
https://www.bloomberg.com/news/newsletters/2026-03-07/the-world-gets-a-grim-reminder-about-scarcity-merryn-talks-money
26 days ago
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The bad news at Unite, the fast building student loan row, the shift from AI phoria to AI phobia. These seemingly unconnected bits and bobs.. they are all about the same thing: a change in the price we are prepared to pay for hope.
www.bloomberg.com/news/newslet...
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Forget YOLO or Even FOMO. Itâs All HALO Now
Heavy asset, low obsolescence is the coin of the realm in markets slowly being consumed by AI.
https://www.bloomberg.com/news/newsletters/2026-02-28/forget-yolo-or-even-fomo-it-s-all-about-halo-now-merryn-talks-money?srnd=undefined
about 1 month ago
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The great rotation out of the US into pretty much anywhere else continues. You'll have some EM, Japan, EU etc. Maybe you are brave enough to have some UK small caps. But have you any of the ETFs that give you exposure to Africa? Thought not.
www.bloomberg.com/news/newslet...
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Why the Next Great Rotation Is to Africa
The continent is nearing the population density Asia had when it started seeing âmiracleâ levels of growth.
https://www.bloomberg.com/news/newsletters/2026-02-14/why-the-next-great-rotation-is-to-africa-merryn-talks-money?srnd=undefined
about 2 months ago
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Super majority for Takaichi. Nikkei up 4%. As I said, Japan ight not be most economists idea of normal.. but it is very investable.
add a skeleton here at some point
about 2 months ago
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We are losing our chemicals factories very fast (in large part due to the high price of energy). This matters HUGEly to food, medical and industrial security - but also to our ability to defend ourselves. No chemical industry. No explosives. New pod with @edconway
www.youtube.com/watch?v=HX12...
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The 'Boring' Industries the UK Canât Afford to Lose | Merryn Talks Money
YouTube video by Bloomberg Podcasts
https://www.youtube.com/watch?v=HX12sy21Fx8&list=PLe4PRejZgr0OV82z8tlMKm3p4GGelkTXr&index=1
about 2 months ago
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Know how depopulation will destroy economies? Japan's young don't see it. They are earning and spending more than ever - and more than the 50+ lot. They are optimistic - and sure that AI/robots will sort worker shortages. Maybe falling populations are OK.
www.bloomberg.com/news/newslet...
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How Japan Arrived at an Economic Crossroads
No other modern economy has seen deflation over such a lengthy period.
https://www.bloomberg.com/news/newsletters/2026-02-07/how-japan-arrived-at-this-economic-moment-merryn-talks-money
about 2 months ago
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There's much talk of the normalising of Japan - inflation maybe heading for stability in the 2% range and rates heading to global levels. But how can any of this be normal? Japan's population has been falling for over a decade and that changes everything.
www.bloomberg.com/news/newslet...
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How Japan Arrived at an Economic Crossroads
No other modern economy has seen deflation over such a lengthy period.
https://www.bloomberg.com/news/newsletters/2026-02-07/how-japan-arrived-at-this-economic-moment-merryn-talks-money
about 2 months ago
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Hair and make up alert. Videoed interview with Jeremy Grantham. The AI bubble, why the small cap premium is nonsense, how he made his many millions, the important thing he did not put in the book (but told me..) and why your kids should be farmers
www.youtube.com/watch?v=L-hL...
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GMO's Jeremy Grantham Sees an AI Bubble â and a Familiar Ending
YouTube video by Bloomberg Podcasts
https://www.youtube.com/watch?v=L-hLVS_53NU&list=PLe4PRejZgr0OV82z8tlMKm3p4GGelkTXr&index=2
2 months ago
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Buying private is all the rage. But how easy is it.. what if you wanted to hold an actual share in, say, OpenAI, all of your own. Could you get one? I gave it a go..
www.bloomberg.com/news/article...
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That Time I Tried to Buy OpenAI
Could a retail investor buy a single share of the privately held company? The assignment was alluring. It also revealed a few important lessons.
https://www.bloomberg.com/news/articles/2025-12-22/how-to-buy-openai-before-its-ipo-one-investor-s-attempt?utm_campaign=202512_BATC_subs_eng_openAI_subs_eng_openAI_dec2025&utm_term=21117761&utm_source=subs-email&utm_medium=email&utm_content=16228168&embedded-checkout=true
3 months ago
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Mini documentary from Bloomberg Originals. Where have all the IPOs gone, will they come back... and what if they don't?
www.bloomberg.com/news/article...
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Where Have All the London IPOs Gone?
On this mini-documentary from Bloomberg Originals, we explore the reasons for a storied stock marketâs retreat and what itâs doing to turn things around.
https://www.bloomberg.com/news/articles/2025-10-23/video-where-have-all-the-london-ipos-gone?utm_source=website&utm_medium=share&utm_campaign=twitter
5 months ago
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You want to see IPOs in the UK.. and the return of the retail investor to the UK market? Stop making it complicated.. and just make the market go up (via pension and ISA nationalism). Money attracts money..
www.bloomberg.com/news/newslet...
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Savage Pessimism Aside, UK Markets Have Reason to Hope
For me, itâs been a week of chatting about the miseries of UK equities. First, I filmed a bit on the subject of the collapsing initial public offerings market. And itâs been quite some collapse: Betwe...
https://www.bloomberg.com/news/newsletters/2025-09-13/savage-pessimism-aside-uk-markets-have-reason-to-hope-merryn-talks-money?utm_medium=email&utm_source=newsletter&utm_term=250913&utm_campaign=merryn
7 months ago
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reposted by
Merryn Somerset Webb
Levy Institute
12 months ago
Listen to Senior Scholar James K. Galbraith on the
@bloomberg.com
podcast Merryn Talks Money to discuss his new book Entropy Economics.
@merrynsw.bsky.social
www.levyinstitute.org/news_items/s...
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Scholar James K. Galbraith for Bloomberg: âWhy Economists Are Looking at Economics All Wrongâ
Senior Scholar James K. Galbraith appeared on the Bloomberg podcast Merryn Talks Money to discuss his new book Entropy Economics. This interview was recorded before the market chaos of the last week. ...
https://www.levyinstitute.org/news_items/scholar-james-k-galbraith-for-bloomberg-why-economists/
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reposted by
Merryn Somerset Webb
about 1 year ago
Hay Castle's Weekend of Mistakesđ21-23 March A thought-provoking deep dive into financial booms, busts, bubbles, scandals and lessons for today with Felix Martin,
@davidmcwecon.bsky.social
,
@merrynsw.bsky.social
, Daniela Barone Soares,
@izakaminska.bsky.social
& many more. Tickets
bit.ly/41MTTp6
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Financial Event | Economics, Investment, and Financial History
The Weekend of Mistakes is a unique annual event reflecting on economics, investment, and financial history, and the valuable lessons they hold for us. Held at Hay Castle in Hay-on-Wye, it is set agai...
https://bit.ly/41MTTp6
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reposted by
Merryn Somerset Webb
about 1 year ago
Hay Castle's Weekend of Mistakesđ21-23 March A thought-provoking deep dive into financial booms, busts, bubbles, scandals and lessons for today with Felix Martin,
@davidmcwecon.bsky.social
,
@merrynsw.bsky.social
, Daniela Barone Soares,
@izakaminska.bsky.social
& many more. Tickets
bit.ly/41MTTp6
0
1
2
file:///var/mobile/tmp/com.apple.email.maild/EMContentRepresentation/com.apple.mobilemail/005B314B-4131-4B04-BAF4-8A80E6DBAE49/WoM2%20Single%20Ticket%20Asset%207.jpg
about 1 year ago
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We went to Dubai. We did our Adam Smith show (usually only on at the Ed Fest) to a brilliant live audience with super good guests. And here, for you, is the result! Trump, tariffs, too much tax and time to sell tech. Plus useful tips on how to be an influencer.
open.spotify.com/episode/4fkB...
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What Would Adam Smith Think of Donald Trump?
Merryn Talks Money · Episode
https://open.spotify.com/episode/4fkB3byAsv7nhGMRyNoCTo
about 1 year ago
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reposted by
Merryn Somerset Webb
Financial Times
over 1 year ago
A total of 88 companies have delisted or transferred their primary listing from Londonâs main market this year with only 18 taking their place, according to the London Stock Exchange Group.
on.ft.com/4giUWBY
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reposted by
Merryn Somerset Webb
Financial Times
over 1 year ago
Germany and Finland âdeeply concernedâ about severed undersea cable
https://www.ft.com/content/a160dccd-a946-4238-aba5-e6649a587296
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Germany and Finland âdeeply concernedâ about severed undersea cable
Foreign ministers do not rule out sabotage as part of Russiaâs âhybrid warfareâ
https://www.ft.com/content/a160dccd-a946-4238-aba5-e6649a587296
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