Gold, Debt and the AI Boom: A Financial Histo...

Markets have swung sharply as the escalating war in Iran and across the Middle East injects fresh uncertainty into oil prices, inflation, and the path of interest rates. On this week's markets wrap, Merryn Somerset Webb and John Stepek discuss how prolonged energy supply disrupti ...  Show more

Hosts Merryn Somerset Webb and John Stepek react to the Spring Statement, plus Bloomberg's exclusive interview with Chancellor Rachel Reeves. She sat down with Head of Economics and Government Stephanie Flanders on Tuesday, and discussed Britain's pending trade deal with the US, ...  Show more

In this episode, we dive into the aftermath of the Labour Party's landslide victory in the UK General Election. Discover how the markets have reacted and what this seismic political shift means for UK assets moving forward.

Next, we explore the intriguing political l ...

On today’s episode, Clay is joined by Richard Lawrence. Richard is the Founder and Executive Chairman of Overlook Investments, a leading value-oriented investment firm in Asia that he founded in 1991. Over a 30-year time period, Overlook compounded capital at 14.3% per year — a r ...  Show more

One of Australia's great companies, REA Group, is looking to acquire the biggest real estate portal in the UK, Righmove. Today, we call Nick Cregan from Fairlight Asset Management who has invested in Rightmove to understand what REA Group sees in Britain and where it might go ...

Fifty-year mortgages are being pushed by President Trump in the US. Could this be the fix for housing affordability, or a ticking time bomb for long-term financial stability?We also tackle a community question about the hidden dangers of ETF overlap and what it really means for y ...  Show more