Daniel Rasmussen, founder of Verdad Advisers and author of The Humble Investor: How to Find a Winning Edge in a Surprising World, joins Merryn this week.

They discuss his book, why all forecasts are wrong (and why we need them anyway), the case for selling US tech and buying small caps, whether we’re in an artificial intelligence bubble, and Japanese equities.

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In the first roundup of the year, Merryn speaks with Money Distilled newsletter author John Stepek about anxiety in the markets, sterling and UK gilt prices tumbling, and the fresh pressure facing Rachel Reeves and the Treasury from soaring borrowing costs. Plus, a look at the rollback on ESG measures across companies.

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We bring you another favourite from our episodes this year: Merryn's conversation with Tim Marshall, author of The Future of Geography and a former diplomatic and foreign affairs editor at Sky News.

He says there could be a "gold rush" in space. Just as miners in the 19th century ventured into the lawless frontiers of North America, the presence of rare materials on the moon and elsewhere might fuel a race to harness the opportunities of outer space.

“This might be one of the most profitable things in the 21st century.”

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