Shows
Money Makers275 Money Makers Investment Trusts Podcast - with Ben Rogoff (14 May 2025)In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Ben Rogoff of Polar Capital Technology Trust (PCT) to discuss the rapidly evolving landscape of artificial intelligence including the emergence of DeepSeek, its impact on Nvidia, and the promise of Agentic AI.
This discussion was recorded on Thursday 08 May 2025.
*** Out now: The 2025 Investment Trusts Handbook ***
The Investment Trusts Handbook is an independent educational publication designed to provide investors with a handy annual reference book that summarises all you need to...2025-05-1446 min
Money MakersWeekly Investment Trusts Podcast - with Ben Rogoff (09 Sep 2023)In this week’s edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, talks to Ben Rogoff, manager of the Polar Capital Technology Trust (PCT). We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free.
Section Timestamps:
01:00 - This week's guest
01:41 - Money Makers Circle
02:08 - Review of the week
06:16 - Corporate news and announcements
14:30 - Summary of results
16:21 - Q&A with Ben Rogoff
19:05 - What is generative AI?
23:49 - The expansion and use of AI capabilities
33:28 - Comparing to previous tech innovations
38:27...2023-09-0948 min
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and also previews a discussion with Ben Rogoff, manager of Polar Capital Technology (PCT) - available in full for subscribers to the Money Makers Circle.
Trusts mentioned this week (with tickers) include: Digital 9 Infrastructure Trust (DGI9), US Solar Fund (USF), Home REIT (HOME), Keystone Positive Change (KPC), Baillie Gifford UK Growth (BGUK), Baillie Gifford European (BGEU), JPMorgan Emerging Markets (JMG), Mobius Investment Trust (MM...2022-12-0344 minMoney MakersWeekly Investment Trust Podcast with Jonathan Davis (06 Aug 2022)Jonathan Davis, editor of the Investment Trusts Handbook, is joined this week by Ewan Lovett-Turner, head of investment trust research at Numis Securities, in the latest edition of the Money Makers Weekly Investment Trust podcast. Jonathan is also joined by Ben Rogoff, manager of the Polar Capital Technology Trust.
Trusts mentioned this week (with tickers) include: RIT Capital Partners (RCP), Pantheon International (PIN), Smithson Investment Trust (SSON), Henderson Smaller Companies Trust (HSL), Fidelity European Trust (FEV), JPMorgan Claverhouse (JCH), NB Global Monthly Income (NBMI), Rights and Issues Investment Trust (RIII), Castelnau Group (CGL), Fidelity Japan Trust (FJV), Invesco Asia Trust...2022-08-061h 21
Money MakersBen Rogoff: Can technology stocks go higher still?Ben Rogoff: Can technology stocks go higher still? by Jonathan Davis2017-11-0641 min