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Merryn Talks Money
The episodes Chorus has covered, newest first: what was said, by whom, with verified quotes.
Has the UK Redefined What It Means to Be a High Earner?
Merryn Talks Money examines whether the UK has redefined what counts as a high earner, with Anna Macdonald arguing that frequent tax changes, including roughly 100 changes across this budget and the…
The Portfolio Reset: Episode 3
In Episode 3 of The Portfolio Reset on Merryn Talks Money, Charlie Morris argues that pairing Bitcoin with gold in the right proportions, rebalanced by volatility, lowers the risk of a collapse in…
Can the AI Boom Survive a Margin Squeeze?
Steve Hou argues that the AI boom faces a margin squeeze as the effective price of AI tokens has fallen to roughly half its mid-year level while GPU rental rates keep rising, pushing usage toward…
French Bond Markets and AI Neoclouds Feel The Pressure
Sam Unsted and John Stepek discuss pressure on French government bonds, which they attribute to political risk rather than debt levels: the French-German 10-year spread sits near 178bp, close to its…
The Portfolio Reset: Episode 2
Merryn Talks Money's 'The Portfolio Reset: Episode 2' examines how the growth of private markets and passive investing is reshaping how capital is allocated.