Merryn and John look at what s happening in the markets as investors pull out of super expensive growth stocks and into less expensive value stocks; the end of the bond bull market and the return of inflation; and is the wave of young retail investors good for markets or the sign of a market top?
Merryn talks to Nick Purves and Ian Lance of the Temple Bar Investment Trust about the shift in the investment landscape and the value available in UK stocks, which haven t been this cheap since the 1970s.
John Stepek talks to Dr Paul Jourdan, CEO of Amati Global Investors, about investing in the metals needed for the post-oil electrified world, the importance of good governance in the mining sector, and how the green revolution has many parallels with the dotcom boom.
Merryn talks to Raoul Pal, CEO of Global Macro Investor and Real Vision Group about the terrifying levels of risk in the markets right now, and why that’s driven him to sell all his gold and put the proceeds into cryptocurrencies.