Shows
Money Makers339: Money Makers Investment Trusts Podcast - Andrew McHattie (20 Jun 2026)In this edition of the Money Makers Investment Trusts Podcast, Andrew McHattie, editor of the Investment Trusts Newsletter, returns for his monthly roundup of developments in the sector, including a look at the SpaceX IPO, with Jonathan Davis, editor of the Investment Trusts Handbook (winner of the AIC Best Broadcast Journalist Award 2024 and 2025).
This discussion was recorded on Thursday 18 June 2026.
Jonathan is now writing market and other comments on Substack (jdinvestor.substack.com), and for those of you who follow Money Makers on social media, two new channels are now available - TikTok (@moneymakers_its) and Bluesky (@money-makers.co). Do...
2026-06-2047 min
Money Makers338: Money Makers Investment Trusts Podcast - Marcus Phayre-Mudge (17 Jun 2026)In this edition of the Money Makers Investment Trusts Podcast, Marcus Phayre-Mudge, manager of TR Property (TRY), discusses the commercial property sub-sector with Jonathan Davis, editor of the Investment Trusts Handbook (winner of the AIC Best Broadcast Journalist Award 2024 and 2025).
This discussion was recorded on Friday 12 June 2026.
Jonathan is now writing market and other comments on Substack (jdinvestor.substack.com), and for those of you who follow Money Makers on social media, two new channels are now available - TikTok (@moneymakers_its) and Bluesky (@money-makers.co). Do give us a follow!
*** OUT NOW: The 2026 Investment Trusts Handbook ***
Available to order...
2026-06-1747 min
Money Makers337: Money Makers Investment Trusts Podcast - David Barron (13 Jun 2026)In this edition of the Money Makers Investment Trusts Podcast, David Barron, chairman of BlackRock American Income (BRAI) and Baillie Gifford European (BGEU), discusses the strategy shift at BRAI, the change of manager at BGEU, and sector challenges, with Jonathan Davis, editor of the Investment Trusts Handbook (winner of the AIC Best Broadcast Journalist Award 2024 and 2025).
This discussion was recorded on Tuesday 09 June 2026
Jonathan is now writing market and other comments on Substack (jdinvestor.substack.com), and for those of you who follow Money Makers on social media, two new channels are now available - TikTok (@moneymakers_its) and Bluesky...
2026-06-1333 min
Money Makers336: Money Makers Investment Trusts Podcast - Ben Conway (06 Jun 2026)In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook (winner of the AIC Best Broadcast Journalist Award 2024 and 2025), is joined once again by Ben Conway, head of fund management at Hawksmoor. Their discussion this time includes the health of the investment trusts sector, the role of activist investors and board responsibilities, and regulatory changes that might entice pension funds back to the sector.
This discussion was recorded on Friday 05 June 2026.
Jonathan is now writing market and other comments on Substack (jdinvestor.substack.com), and for those of you who follow Money...
2026-06-0647 min
Money Makers335: Money Makers Investment Trusts Podcast - Laurence Hulse (30 May 2026)Laurence Hulse, manager of the Onward Opportunities Trust (ONWD) joins Jonathan Davis, editor of the Investment Trusts Handbook (winner of the AIC Best Broadcast Journalist Award 2024 and 2025), for a discussion including the performance and strategy of the trust, some of the portfolio holdings, and macroeconomic and political risks. The trust is still tiny in terms of market capitalisation but has made some good progress in very challenging conditions since coming to the market three years ago with a UK small cap equities strategy, enabling it to issue some shares and move to the main market. A star of the future...
2026-05-3044 min
Money Makers334: Money Makers Investment Trusts Podcast - Evy Hambro (23 May 2026)In this edition of the Money Makers Investment Trusts Podcast, Evy Hambro, manager of BlackRock World Mining (BRWM) discusses, amongst other things, the trust's exceptional performance, the impact of global factors, and the AI-driven commodity demand. With Jonathan Davis, editor of the Investment Trusts Handbook (winner of the AIC Best Broadcast Journalist Award 2024 and 2025).
This discussion was recorded on 12 May 2026.
Jonathan is now writing market and other comments on Substack (jdinvestor.substack.com), and for those of you who follow Money Makers on social media, two new channels are now available - TikTok (@moneymakers_its) and Bluesky (@money-makers.co). Do...
2026-05-2338 min
Money Makers333: Money Makers Investment Trusts Podcast - Andrew McHattie (16 May 2026)Andrew McHattie, editor of the Investment Trusts Newsletter, returns to the Money Makers Investment Trusts Podcast this week, discussing developments with Jonathan Davis, editor of the Investment Trusts Handbook (winner of the AIC Best Broadcast Journalist Award 2024 and 2025). This time, the focus includes commercial property sector consolidation, SpaceX and Saba Capital, and discounts in the private equity space.
This discussion was recorded on Thursday 14 May 2026.
Jonathan is now writing market and other comments on Substack (jdinvestor.substack.com), and for those of you who follow Money Makers on social media, two new channels are now available - TikTok (@moneymakers_its...
2026-05-1651 min
Money Makers332: Money Makers Investment Trusts Podcast - Ben Rogoff (09 May 2026)Almost exactly a year on from his last appearance, Ben Rogoff, manager of the Polar Capital Trust (PCT) joins this edition of the Money Makers Investment Trusts Podcast, with host Jonathan Davis (editor of the Investment Trusts Handbook and winner of the AIC Best Broadcast Journalist Award 2024 and 2025), discussing the latest developments in artificial intelligence including the transition to agentic AI, market dynamics including the potential for a natural monopoly, and trust performance.
This discussion was recorded on Tuesday 28 April 2026.
Jonathan is now writing market and other comments on Substack (jdinvestor.substack.com), and for those of you who follow...
2026-05-091h 01
Money Makers331: Money Makers Investment Trusts Podcast - Ashley Thomas (02 May 2026)In this edition of the Money Makers Investment Trusts Podcast, Ashley Thomas, renewables infrastructure analyst at Winterflood Securities, joins Jonathan Davis, editor of the Investment Trusts Handbook (winner of the AIC Best Broadcast Journalist Award 2024 and 2025) to discuss recent developments affecting the renewables sector.
This discussion was recorded on 24 April 2026.
Jonathan is now writing market and other comments on Substack (jdinvestor.substack.com), and for those of you who follow Money Makers on social media, two new channels are now available - TikTok (@moneymakers_its) and Bluesky (@money-makers.co). Do give us a follow!
*** OUT NOW: The 2026 Investment Trusts Handbook ***
...
2026-05-0237 min
Money Makers330: Money Makers Investment Trusts Podcast - Master Investor Show with Peter Hewitt (29 Apr 2026)In this special edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook (winner of the AIC Best Broadcast Journalist Award 2024 and 2025), is joined on stage at the Master Investor Show by Peter Hewitt, the former manager of the CT Global Managed Portfolio Trust, to discuss the performance of the sector during turbulent times. Slides accompanying this presentation will be available to subscribers of the Money Makers Circle in the upcoming newsletter.
This discussion was recorded on Saturday 25 April 2026.
Jonathan is now writing market and other comments on Substack (jdinvestor.substack.com), and for...
2026-04-2941 min
Money Makers324: Money Makers Investment Trusts Podcast - with Tom Holl and Adrian Brown (21 Mar 2026)This week we have two guests from BlackRock Energy Resources Income (BERI) joining the podcast: manager Tom Holl and chairman Adrian Brown. We discuss the impact of conflict in the Middle East and the trust's three-pronged approach ahead of its continuation vote next week. Hosted by Jonathan Davis, editor of the Investment Trusts Handbook (winner of the AIC Best Broadcast Journalist Award 2024 and 2025).
Recorded on Thursday 19 March 2026.
Jonathan is now writing market and other comments on Substack (jdinvestor.substack.com), and for those of you who follow Money Makers on social media, two new channels are available - TikTok (@moneymakers...
2026-03-2139 min
Money Makers323: Money Makers Investment Trusts Podcast - with Andrew McHattie (14 Mar 2026)Regular guest Andrew McHattie, editor of the Investment Trusts Newsletter, returns to the Money Makers Investment Trusts Podcast this week, discussing, amongst other things, the impact of the Middle East crisis on the investment trusts sector, the latest Saba Capital developments, and resignations at fund management firm CQS - with Jonathan Davis, editor of the Investment Trusts Handbook (winner of the AIC Best Broadcast Journalist Award 2024 and 2025).
This discussion was recorded on Thursday 12 March 2026.
Jonathan is now writing market and other comments on Substack (jdinvestor.substack.com), and for those of you who follow Money Makers on social media, two...
2026-03-1445 min
Money Makers322: Money Makers Investment Trusts Podcast - with Paul ffolkes Davis (07 Mar 2026)In this edition of the Money Makers Investment Trusts Podcast, Paul ffolkes Davis, chairman of Rising Sun Management - the company which manages the Nippon Active Value Fund (NAVF) - discusses the impact of Japan's political shift following the recent election, activist investing, and market consolidation, with Jonathan Davis, editor of the Investment Trusts Handbook (winner of the AIC Best Broadcast Journalist Award 2024 and 2025).
This discussion was recorded on Monday 02 March 2026.
Jonathan is now writing market and other comments on Substack (jdinvestor.substack.com), and for those of you who follow Money Makers on social media, two new channels are...
2026-03-0732 min
Money Makers320: Money Makers Investment Trusts Podcast - with Nicholas Weindling (21 Feb 2026)Japan's dramatic election: what it means for investors. In this edition of the Money Makers Investment Trust Podcast, Nicholas Wiendling, manager of J.P. Morgan Japanese (JFJ), discusses the landslide electoral win of Sanae Takaichi, the future of corporate governance reform and investment opportunities in the Japanese market, with Jonathan Davis, editor of the Investment Trusts Handbook (winner of the AIC Best Broadcast Journalist Award 2024 and 2025).
This discussion was recorded on Tuesday 17 February 2026.
For those of you who follow Money Makers on social media, two new channels are now available - TikTok (@moneymakers_its) and Bluesky (@money-makers.co). Do give...
2026-02-2134 min
Money Makers313: Money Makers Investment Trusts Podcast - with Jonathan Simpson-Dent (07 Jan 2026)In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the AIC Best Broadcast Journalist Award (2024 and 2025), is joined by Jonathan Simpson-Dent, chairman of Edinburgh Worldwide (EWI), a trust which is once again being targeted by Saba Capital.
This discussion was recorded on Monday 05 January 2026.
*** OUT NOW: The 2026 Investment Trusts Handbook ***
Available to order from Harriman House: https://harriman-house.com/authors/jonathan-davis/the-investment-trusts-handbook-2026/9781804094358
The Investment Trusts Handbook 2026 is the ninth edition of the highly regarded annual handbook for anyone interested in investment trusts – often referred to as the City’s be...
2026-01-0738 min
Silicon Curtain867. Loss of Pokrovsk Would be a Strategic Disaster for Ukraine - Douglas J DavisDr. Douglas J. Davis, MD, PhD is MCW Office of Global Health Liaison, Department of Radiology, Medical College of Wisconsin----------Ukraine’s Winter War Is the World’s Test — and America Can’t Afford to BlinkOPINION — Two weeks ago, my colleagues and I stood in Dnipro while warning sirens cut across the city and Shahed drones screamed overhead. We had come as a medical-humanitarian delegation to inspect [...] More----------LINKS: https://www.thecipherbrief.com/experts/dr-douglas-j-davis-md-phd https://www.linkedin.com/in/douglas-davis-md-phd-86a9bb3/ ----------DESCRIPTION:The Geopolitical and Strategic Impacts of Russia's War in Ukraine: An Expert AnalysisDr. Douglas Davis, a Ukrainian by marriag...
2025-11-0953 min
Money Makers302: Money Makers Investment Trusts Podcast - with Jonathan Davis (25 Oct 2025)We apologise for the delay in publication of this edition via podcast channels, due to a technical issue beyond our control.
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In a break from the norm in this week's edition of the Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the AIC Best Broadcast Journalist Award for two years running (2024 and 2025), takes his own look at the investment trusts sector over the year to date.
This edition was recorded on Thursday 23 October 2025.
*** Out now: The 2025 Investment Trusts Handbook ***
The Investment Trusts Handbook is an independent educational publication designed to provide investors with...
2025-10-2824 min
Skip the Lines Podcast, with Jonathan MitchellOliver Davis’ $250K Deal: The Cold Call That Changed Everything!Send us Fan MailWhat does it take to leave a traditional job, face down fear, and build a thriving real estate business from scratch?In this special episode of Skip the Lines Podcast, Jonathan Mitchell sits down with entrepreneur and real estate investor Oliver Davis. Originally from France, Oliver moved to the U.S. and dove headfirst into real estate, evolving from ADU development to wholesaling high-ticket properties. His story highlights the relentless grit it takes to pivot industries, overcome self-doubt, and build a business from the ground up—all while managing a young fa...
2025-06-301h 00
The Stokecast20: How Serial Entrepreneur Davis Smith Built "Gear For Good" Apparel & Experience Brand, CotopaxiIn episode 20 of The Stokecast, Emily and Jonathan recap the joys and pains of their recent experience running the Trapp Lodge Mountain Marathon in Stowe, Vermont. After, they have a deep conversation about building businesses with social impact with Cotopaxi Founder and CEO, Davis Smith.Also on the show, learn:14:32 - How Davis runs his business AND his family by defining values and building an organizational culture16:00 - When and why Davis learned to embrace his entrepreneurial spirit 18:45 - How Davis started and scaled his first business, going...
2025-06-181h 19
Money Makers278: Money Makers Investment Trusts Podcast - with Jonathan Brachle (28 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 Jonathan Brachle, co-portfolio manager at J.P.Morgan US Smaller Companies Trust (JUSC).
This discussion was recorded on Tuesday 27 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 know about investment trusts. Now in its eighth year, the Handbook is a high-quality, full-colour hardback of more than 340...
2025-05-2826 minSkip the Lines Podcast, with Jonathan MitchellWhy Your $5M Contracting Business Is Actually Worth Nothing—Until You Do This ~ Briton DavisSend us Fan MailWhat if your struggles weren’t setbacks, but blueprints for building others?In this episode of Skip the Lines Podcast, Jonathan Mitchell sits down with Briton Davis. Briton shares his remarkable journey from a humble Kansas town to becoming a powerhouse business consultant for contractors and trade professionals. His perspective? Real growth comes from turning personal trials into teachable systems for others.Take Briton’s lead — get out of your comfort zone, implement new processes, and don’t be afraid to ask for help.Highli...
2025-05-1946 min
Digital Learning TodayUnlocking Teaching Success: Strategies from Jonathan Davis and Maureen Connolly on Effective PlanningIn this episode, Jeffrey Bradbury speaks with Jonathan Davis and Maureen Connolly, authors of 'Planning for Teaching Success: 30 Practical Strategies for All School Context.' They discuss the importance of effective planning, collaboration among educators, and strategies for determining learning goals and assessing student progress. The conversation also covers the significance of connecting with previous learning, organizing lessons, and reflections on their journey as authors and educators.
If you are a new listener to TeacherCast, we would love to hear from you. Please visit our Contact Page and let us know how we can help you today!
Conversation Takeaways...
2025-02-1734 min
Money Makers255: Money Makers Investment Trusts Podcast - with Jonathan Simpson-Dent (05 Feb 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 Jonathan Simpson-Dent, chairman of Edinburgh Worldwide (EWI), one of the seven trusts targeted by Saba Capital.
This discussion was recorded on 04 February 2025, edited on 05 February 2025, after all five of the seven trusts to hold meetings so far voted conclusively to reject Saba's propositions. The vote for EWI will be the last of the seven and is due to be held on 14 February.
*** Out now: The 2025 Investment Trusts Handbook ***
The Investment...
2025-02-0535 min
In Awe by BruceInside Israel, First Hand Knowledge with Jonathan Feldstein Part 1The alarms were sounding all through our October 1, 2024 interview. The scare came around 20” into the talk. Jonathan had told me that US intelligence informed Israel of an imminent attack from Iran. And Jonathan’s alert went off as the bombs were landing just south of his home. He had to rush down to the bunker from his 7th floor home to meet his family. As you will hear in the interview, 5” before his alarm went off, his daughter said they needed to go to the bunker. Jonathan wanted to wait until his alarm warned him of an attack, so we kep...
2024-11-0100 min
Zen and the Art of Real Estate Investing159: Fractional Real Estate Investing as a Group with Brian DavisAs a new investor, you may not be prepared to take on the full risk of purchasing properties or buying into a syndication without experience. Fractional real estate investing could be the sweet spot you've been looking for. On this episode of Zen and the Art of Real Estate Investing, Jonathan sits down with Brian Davis, co-founder of Spark Rental. Spark Rental is an investing club that focuses on fractional real estate investing. Brian came up with this idea after his own experience with investing and deciding there had to be a better way for new investors...
2024-07-2952 min
Money Makers206: Weekly Investment Trusts Podcast - with Paul ffolkes Davis and Max King (13 Apr 2024)In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Paul ffolkes Davis, chairman of Rising Sun Management, the investment advisor to the Nippon Active Value Fund (NAVF), and Max King, the market and investment trust commentator and former Investec fund manager.
We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free.
Section Timestamps:
0:00:39 - This week's guests
0:01:31 - Review of the week
0:04:38 - Summary of results
0:05:39 - Corporate news and announcements
0:06:08...
2024-04-1358 min
Maxed out ManEpisode 52 - Hacking Your Health: From Smart Drugs to Tantric Triumphs - Jonathan RoselandIn this conversation, Kevin Davis interviews Jonathan Roseland, a biohacker and nootropics enthusiast. They discuss various topics related to biohacking, including technology, brain training, and the use of nootropics. Jonathan shares his personal journey into biohacking and how it has transformed his life. He also provides recommendations for specific biohacking practices, such as red light therapy and adaptogenic herbs. The conversation concludes with Jonathan offering suggestions for a 50-year-old individual looking to optimize their physical, emotional, and mental well-being. In this conversation, the based biohacker discusses various topics related to nootropics, eye health, and the state of manhood. H...
2024-02-211h 21
FOR THE MASSES PODCASTEP. 67 - Navigating our Faith in Christ FT. Logan Davis | FOR THE MASSES PODCAST
Summary
In this episode, host Jonathan Barrett interviews Coach Logan Davis about his coaching philosophy and leadership style. They discuss the importance of self-worth and self-esteem, and how faith in God and oneself can impact personal growth. Coach Davis shares his experiences as a coach and the impact he has had on his athletes. They also discuss the importance of being full of the Spirit and serving others. Coach Davis shares a powerful story from his time as a police officer, highlighting the importance of meeting the needs of others. They conclude by discussing the highs and lows of...
2024-01-2637 min
Out of the Box with Jonathan RussoThe Frontrunners of the Republican Debates (ft. Jonathan Davis)Jonathan Russo talks to Jonathan Davis about the current status of the Republican candidates and what may be motivating some of their policies. Hosted on Acast. See acast.com/privacy for more information.
2023-09-2737 min
Jonathan Davis Questions ThingsQuestion Things Chapter 09 Part One - Theologyquestion things jonathan davis
2023-09-021h 00
The Moses and Methuselah PodcastGoldilocks or a bull trap?SummaryPeter and Jonathan take stock of the financial markets after the Federal Reserve raises interest rates yet again and debate the possible impact of artificial intelligence in the short and longer term.00:32 - Nearing the end of the rate hike cycle?02:54 - Indicators of a soft landing06:43 - Increasing optimism08:12 - The bond market in a soft landing13:18 - A change in global financial conditions17:21 - AI mania22:39 - Positive real interest rates24:54 - CloseAbout...
2023-08-0625 minThe Moses and Methuselah PodcastMr Market Versus Central BanksSummaryAs central banks wrestle with the "trilemma" of balancing the risks of inflation, recession and financial stability, Jonathan and Peter debate whether the bond market is giving us an accurate taste of what is to come.00:32 - The first six months of the year03:33 - Pundits predicting the market10:25 - Getting inflation wrong15:53 - Bond market signals19:51 - Pricing in a trilemma24:37 - CloseAbout Your HostsJonathan Davis started his career as a financial journalist...
2023-07-1025 minThe Moses and Methuselah PodcastCorporate Governance Within Private CompaniesSummaryThe collapse of Odey Asset Management, a high profile London hedge fund business, following allegations about the behaviour of its founder Crispin Odey, raises a number of important questions - about the management of private firms, the treatment of women in the workplace and the role of the media and regulator in financial services. Peter and Jonathan talk through the issues in our latest episode.00:31 - Welcome back02:33 - Reaction to the Odey Asset Management story06:04 - Employee grievance procedures12:57 - Evaluating who is a fit and proper...
2023-06-2725 minThe Moses and Methuselah PodcastIs Brexit Working?SummaryWe return to the issue of Brexit - what impact has it had on the UK and the EU, both economically and politically? We compare our different perspectives, one UK-based, the other Eurocentric.00:32 - Welcome back06:32 - UK and European cultural differences10:58 - Trends in the UK since Brexit16:53 - The need for reform in the UK's political system20:45 - Migration25:13 - A new referendum on the EU?About Your HostsJonathan Davis started his career...
2023-05-3027 minThe Moses and Methuselah PodcastOf Credit Crunches and Debt DefaultsSummaryIn our latest edition Peter and Jonathan discuss the likely impact on the bond market of tighter credit conditions and the potential failure of Congress and the Biden administration to agree to an increase in the Federal debt ceiling in the United States. Are these issues in the price already?00:32 - Welcome back01:19 - Credit conditions05:53 - Bond yields and recession08:24 - Commercial real estate14:52 -The Federal debt ceiling22:05 - CloseAbout Your HostsJonathan Davis started his career as a financial journalist on UK national newspapers, including The Times and The Economist, before qualifying as a professional investor and moving into...
2023-05-1622 minThe Moses and Methuselah PodcastStaying Close to Investors in Challenging TimesSummaryIn the latest episode Peter and Jonathan, quoting Warren Buffett liberally, take a look at the dynamics of the fund management business, the factors that make for a successful long term relationship between investors and the stewards of their money and the reasons why in a sales-driven industry mutual happiness is only achieved by a minority of firms.00:31 - Welcome back01:15 - The importance of marketing and communications05:05 - Getting and keeping clients09:03 - Value for money14:37 - Judging the best performers19:44 - Risks...
2023-04-3033 minMoney MakersWeekly Investment Trusts Podcast - featuring Paul ffolkes Davis and Ian Lance (22 April 2023)In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Paul ffolkes Davis, chairman of Rising Sun Management, investment advisor to Nippon Active Value Fund (NAVF), and Ian Lance, co-manager of the Temple Bar Investment Trust (TMPL).
Section Timestamps:
0:00:57 - This week's guests
0:01:45 - The markets this week
0:03:30 - Results and announcements with Stuart Watson
0:10:16 - Q&A with Paul ffolkes Davis
0:11:18 - The investment approach
0:14:24 - Company reactions
0:17:06 - Japanese MBOs
0:18:40 - Benefits to the trust
0:21:36 - The impact of a newspaper article
0:26:44 - Corporate governance and the pace...
2023-04-221h 05The Moses and Methuselah PodcastCentral Banks Versus Bond Markets: The Clash ContinuesSummaryEquity and bond markets have stabilised after the banking tremors we saw in March, but bond investors remain convinced that inflation and future interest rates will come back down to earth more quickly than many vocal market pundits think. Peter and Jonathan are not entirely agreed on how this will all play out and continue their debate on this issue, while agreeing that as credit conditions tighten availability of finance will be more important than its cost, making strong and prudently managed balance sheets a primary consideration for equity and fund investors.00:32 - Welcome...
2023-04-1527 minThe Moses and Methuselah PodcastA Banana Republic in the Heart of EuropeSummaryThe authorities may have averted a new global banking crisis for now by their handling of Silicon Valley Bank and the rushed shotgun marriage that handed Credit Suisse to fellow Swiss bank UBS, but there will be plenty of ramifications for the financial markets to absorb. In their latest podcast, now appearing fortnightly, Peter Seilern and Jonathan Davis discuss the causes of the bank failures and what it all means for regulators, depositors, bondholders and shareholders in an age of rising interest rates and instant communications - not to mention for Switzerland, which in Peter's view...
2023-04-0138 minThe Moses and Methuselah PodcastBanks in crisis - here we go again.Join Jonathan and Peter as they discuss the collapse of SVB and what this means for the global banking sector.
2023-03-1734 minThe Moses and Methuselah PodcastClash of the TitansPeter and Jonathan discuss the current US bond markets.
2023-03-1033 minMoney MakersWeekly Investment Trust Podcast with Jonathan Davis (18 Feb 2023)Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Simon Barnard, manager of the Smithson Investment Trust (SSON).
Section Timestamps:
00:28 - This week's guest
01:06 - Who’s coming on in future weeks
01:23 - Money Makers Circle
02:03 - Review of the week
02:45 - Corporate news
07:57 - Results summary
10:24 - Q&A with Simon Barnard
11:19 - The impact of 2022 on the Smithson Investment Trust
14:08 - Core metrics at the end of 2022
17:12 - Have investors got it wrong?
19:14 - The current environment for growth investing
22:06 - Resilience of comp...
2023-02-1841 minMoney MakersWeekly Investment Trust Podcast with Jonathan Davis (11 Feb 2023)Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Colette Ord, head of real asset research, and Andrew Rees, property analyst, both at Numis Securities.
Section Timestamps:
0:00:28 - This week's guests
0:00:55 - Who's coming on in future weeks
0:01:29 - Review of the week
0:03:45 - Results summary
0:06:07 - Money Makers Circle
0:07:25 - Q&A with Colette Ord
0:08:06 - The year so far in infrastructure and renewable energy
0:09:35 - Gilt yields and spreads
0:14:42 - 3i Infrastructure (3IN)
0:20:54 - AT85 IPO
0:30:15 - Share buy-backs and Cordiant Digital Infrastructure (CO...
2023-02-111h 06Money MakersWeekly Investment Trust Podcast with Jonathan Davis (04 Feb 2023)Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Chris Clothier, fund manager at Capital Gearing Trust (CGT).
Section Timestamps:
00:29 - Introducing Chris Clothier and upcoming guests
01:31 - Central banks rate changes
03:01 - Investment trust sector performance
03:52 - This week's news and results
04:34 - Money Makers Circle
09:56 - Q&A with Chris Clothier
10:17 - Central banks and rate rises
13:33 - Avoiding a bad recession
16:19 - Will this rally shortly run out of steam?
19:14 - Japanese bonds and equities
24:14 - Investing in China
25:18 - CGT asset al...
2023-02-0451 minMoney MakersWeekly Investment Trust Podcast with Jonathan Davis (28 Jan 2023)Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Duncan MacInnes, manager of the Ruffer Investment Company (RICA).
Section Timestamps:
00:59 - Highlights of the week
02:31 - Money Makers Circle this week
03:25 - Investment trust news highlights
06:09 - Q&A with Duncan MacInnes
07:00 - Why 2022 was a good year for Ruffer
12:25 - Trading around the impact of UK index-linked gilts during the Truss administration
13:47 - Exposure to energy
18:28 - Ruffer's selling point
24:18 - Lagging indicators and company earnings
28:07 - Navigating choppy waters
31:57 - The dollar and th...
2023-01-2845 minMoney MakersWeekly Investment Trust Podcast with Jonathan Davis (21 Jan 2023)Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Matt Hose, alternative assets analyst at the investment bank Jefferies, and Stuart Widdowson, manager of the Odyssean Investment Trust (OIT).
Section Timestamps:
00:13 - Introducing this week's guests
00:51 - Review of the week
02:53 - Money Makers Circle highlights
03:43 - Q&A with Matt Hose
33:53 - Q&A with Stuart Widdowson
54:30 - Close
Trusts mentioned (with tickers): BH Macro (BHMG), Smithson Investment Trust (SSON), Civitas Social Housing (CSH), Triple Point Social House (SOHO), Home REIT (HOME), Baker Steel Re...
2023-01-2155 minThe Moses and Methuselah PodcastLight at the End of the TunnelJonathan and Peter discuss recent geopolitical events and their impact on the markets.
2023-01-2035 minMoney MakersWeekly Investment Trust Podcast with Jonathan Davis (14 Jan 2023)Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Max King, former fund manager at Investec and columnist in MoneyWeek, and Andrew Rees, property investment trust analyst at Numis Securities.
Section Timestamps:
00:13 - Review of the week
02:28 - Money Makers Circle
02:58 - Q&A with Max King
03:11 - Max's comments on the latest developments
05:57 - Will world markets do better than US markets?
07:31 - Chinese investment trusts
10:42 - Home REIT (HOME) and RIT Capital Partners (RIT)
17:49 - IPO announcement: AT85 Global Mid-market Infrastructure
18:33 - Aurora Inv...
2023-01-1456 minMoney MakersWeekly Investment Trust Podcast with Jonathan Davis (07 Jan 2023)Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Ewan Lovett-Turner, head of investment trust research at Numis Securities.
Section Timestamps:
00:37 - The markets this week
04:22 - Introducing Ewan Lovett-Turner
04:46 - Looking back at 2022
09:41 - Anything distinctive about last year's winners and losers over previous years?
10:53 - Post-pandemic anomaly
12:55 - The impact of bond yields on alternative assets
16:29 - The alternatives sector moving to a discount
19:04 - Issuance figures
23:05 - Will there be trusts that are now unable to raise expected money?
26:27 - Consolidation in th...
2023-01-0756 minMoney MakersWeekly Investment Trust Podcast with Jonathan Davis (31 Dec 2022)Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Sebastian Lyon, manager of the Personal Assets Trust (PNL), and CEO of Troy Asset Management. During their discussion, Jonathan and Sebastian remember the former director of Personal Assets Trust, Robin Angus, who sadly died earlier this year, and they talk about the anthology of his quarterly summaries that have been released as a book, A Shared Journey. This book is available for free as a PDF download:
https://www.patplc.co.uk/wp-content/uploads/sites/2/2022/12/1941-PAT-Quarterlies-Anthology-Book.pd...
2022-12-3154 minMoney MakersWeekly Investment Trust Podcast with Jonathan Davis (24 Dec 2022)Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Peter Hewitt, manager of the CT Global Managed Portfolio Trust (CPMG/CPMI).
Trusts mentioned this week (with tickers) include: Majadie Investment Trust (MAJE), JPMorgan Indian Investment Trust (JII), Ecofin Global Utilities and Infrastructure Trust (EGL), Aberdeen Diversified Income and Growth (ADIG), Chenavari Toro Income Fund (TORO), Artemis Alpha (ATS), MIGO Opportunities Trust (MIGO), Atlantis Japan Growth (AJGF), Civitas Social Housing (CSH), Triple Point Social Housing (SOHO), VPC Speciality Lending (VSL), NB Global Monthly Income (NBMI), TwentyFour In...
2022-12-241h 03Money MakersWeekly Investment Trust Podcast with Jonathan Davis (17 Dec 2022)Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Nick Greenwood, manager of MIGO Global Opportunities Trust (MIGO).
Trusts mentioned this week (with tickers) include: Global Smaller Companies Trust (GSCT), JPMorgan Asia Growth and Income (JAGI), JPMorgan China Growth and Income (JCGI), JPMorgan Japanese (JFJ), JPMorgan European Discovery (JEDT), Polar Capital Technology (PCT), Polar Capital Global Healthcare (PCGH), GCP Infrastructure (GCP), Gore Street Energy Storage (GSF), Foresight Sustainable Forestry (FSF), Custodian Property Income REIT (CREI), Ediston Property (EPIC), Doric Nimrod Air One/Two/Three (DNA, DN...
2022-12-1754 min2022-12-1333 minMoney MakersWeekly Investment Trust Podcast with Jonathan Davis (10 Dec 2022)Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Alastair Laing, co-manager of Capital Gearing Trust.
Trusts mentioned this week (with tickers) include: Civitas Social Housing (CSH), Home REIT (HOME), LXI REIT (LXI), Value and Indexed Property (VIP), Hipgnosis Songs Fund (SONG), Schroder UK Mid Cap Investment Trust (SCP), Finsbury Growth and Income (FGT), Monks (MNKS), Securities Trust of Scotland (STS), Templeton Emerging Markets (TEM), Barings Emerging EMEA Opportunities (BEE), BlackRock Frontiers Investment Trust (BRFI).
Section Timestamps:
00:39 - The Investment Trusts Handbook
02:23 - Capital Gearing Tr...
2022-12-1051 minMoney MakersWeekly Investment Trust Podcast with Jonathan Davis (03 Dec 2022)Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Max King, columnist for MoneyWeek, and former fund manager at Investec Asset Management; 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 (26 Nov 2022)Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by James Carthew of QuotedData; and also previews a discussion with Carlos Hardenberg, the lead manager of the Mobius Investment Trust (MMIT) - available in full for subscribers to the Money Makers Circle.
Trusts mentioned this week (with tickers) include: Home REIT (HOME), Digital 9 Infrastructure (DGI9), AT85 Global Mid-Market Infrastructure Income, JPMorgan Russian Securities (JRS/JEMA), Chrysalis Investments (CHRY), The Renewables Infrastructure Trust (TRIG), Long Term Assets, Convicton Life Sciences, NB Monthly Income (NBMI).
Section Timestamps:
00:45 - Re...
2022-11-2652 minMoney MakersWeekly Investment Trust Podcast with Jonathan Davis (19 Nov 2022)Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Emma Bird and Shayan Ratnasingam of Winterflood Securities; and also previews a discussion with Paul and Richard Pindar of Literacy Capital, available in full for subscribers to the Money Makers Circle.
Trusts mentioned this week (with tickers) include: ThomasLloyd Energy Impact (TLEI), Conviction Life Sciences, Troy Income and Growth (TIGT), Montanaro European Smaller Companies (MTE), Abrdn Japan (AJIT), Biotech Growth (BIOG), Syncona (SYNC), Schroder Real Estate Income (SREI), Seraphim Space Invementment Trust (SSIT).
Section Timestamps:
01:10 - Re...
2022-11-1946 minMoney MakersWeekly Investment Trust Podcast with Jonathan Davis (12 Nov 2022)Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Harry Nimmo, manager of the Abrdn UK Smaller Companies Growth Trust.
Trusts mentioned this week (with tickers) include: Long Term Assets (LTA), ThomasLloyd Energy Impact (TLEP), Independent Investment Trust (IIT), Majedie Investments (MAJE), Biopharma Credit (BPCR), JPMorgan Russian Securities, AVI Global Trust (AGT), Abrdn Latin American Income Trust (ALAI), Scottish Mortgage Investment Trust (SMT), Capital Gearing Trust (CGT).
Section Timestamps:
00:52 - Review of the week
07:51 - Results, NAV updates, and fundraising
09:25 - Corporate news
15:41 - The we...
2022-11-1255 minThe Moses and Methuselah Podcast“Inflation must be vanquished at all costs”Peter and Jonathan discuss the attitude of the central banks at this time..
2022-11-0936 minMoney MakersWeekly Investment Trust Podcast with Jonathan Davis (05 Nov 2022)Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Ewan Lovett-Turner, head of investment trust research at Numis Securities.
Trusts mentioned this week (with tickers) include: CQS Natural Resources Growth and Income (CYN), International Biotech (IBT), Fidelity Special Values (FSV), BlackRock Smaller Companies (BRSC), Princess Private Equity (PEY), International Public Partnerships (INPP), TwentyFour Income (TFIF), Independent Investment Trust (IIT), Starwood European Real Estate Finance (SWEF), Balanced Commercial Property Trust (BCPT).
Section Timestamps:
00:36 - Review of the week and summary of results
04:55 - On the Money Ma...
2022-11-0541 minMoney MakersWeekly Investment Trust Podcast with Jonathan Davis (29 Oct 2022)In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis attends the AIC's inaugural Investment Company Showcase event, held on Friday 28 October 2022. He is joined for brief chats, first by the CEO of The Association of Investment Companies, Richard Stone, followed by a number of the fund managers also in attendance.
Section Timestamps:
01:06 - Review of the week
03:30 - Corporate news and accouncements
09:13 - A summary of the week's results
12:29 - Money Makers Circle
12:44 - Fund manager chats
12:50 - Richard Stone, CEO of The AIC
15:08 - Nick Brind, manager of Polar Capital Global Financials Trust (PCFT)
20:05 - Kyle...
2022-10-291h 03Money MakersWeekly Investment Trust Podcast with Jonathan Davis (22 Oct 2022)In a special edition of the Weekly Investment Trust Podcast which was recorded before the latest seismic political developments in 10 Downing Street, Jonathan Davis, the editor of the Investment Trusts Handbook, talks to Sandy Nairn, the manager and executive director of the Global Opportunities Trust (GOT) and author of The End of the Everything Bubble.
Section Timestamps:
00:17 - Introducing Sandy Nairn
03:01 - Money Makers Circle
03:33 - Next week
04:00 - Discussion with Sandy Nairn
04:06 - The End of the Everything Bubble
07:38 - How bad can things get?
09:33 - The increase in debt
11:06 - The Federal Reserve
13:16 - Government bond yields
14:24...
2022-10-2235 minMoney MakersWeekly Investment Trust Podcast with Jonathan Davis (15 Oct 2022)Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week's edition of the Money Makers Weekly Investment Trust podcast by Richard Curling, manager of both the Jupiter Alternative Monthly Income Fund, and the Jupiter Fund of Investment Trusts.
Trusts mentioned this week (with tickers) include: Fundsmith Emerging Equities (FEET), Sustainable Farmland Trust, Harmony Energy Income (HEIT), Hipgnosis Songs Fund (SONG), Taylor Maritime (TMI), LXI REIT (LXI), Biopharma Credit (BPCR), Supermarket REIT (SUPR), Digital 9 Infrastructure (DGI9), Gore Street Energy (GSF), Greencoat UK Wind (UKW).
Section Timestamps:
00:18 - Review of the week
02:48 - Money Makers Circle
02:58 - Introducing Richard...
2022-10-1549 minMoney MakersWeekly Investment Trust Podcast with Jonathan Davis (08 Oct 2022)Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Duncan MacInnes, lead manager of the Ruffer Investment Company (RICA); and Peter Hewitt, manager of the CT Global Managed Portfolio (CMPG).
Trusts mentioned this week (with tickers) include: Invesco Perpetual UK Smaller Companies (IPU), Strategic Equity Capital (SEC), Henderson EuroTrust (HNE), European Smaller Companies (ESCT), Ashoka India Equity (AIE), Baillie Gifford China Growth (BGCG), Vietnam Holding (VNH), Macau Property Opportunities (MPO), Hipgnosis Songs Fund (SONG), Monks / Independent Investment Trust (IIT), NB Private Equity (NBPE), SDCL Energy Ef...
2022-10-0858 minMoney MakersWeekly Investment Trust Podcast with Jonathan Davis (01 Oct 2022)Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week's edition of the Money Makers Weekly Investment Trust podcast by James Carthew, director of QuotedData; Colette Ord, Infrastructure and Renewable Energy analyst at Numis; and Justin Bell, Property Specialist at Numis.
Trusts mentioned this week (with tickers) include: Digital 9 Infrastructure (DGI9), Cordiant Digital Infrastructure (CORD), HICL Infrastructure (HICL), Bluefield Solar Income (BSIF), Octopus Renewables Infrastructure (ORIT), Aquila European Renewables Income Fund (AERS), UK Commercial Property (UKCM), PRS REIT (PRSR).
Section Timestamps:
00:13 - Reaction to the mini-budget
01:58 - Review of the week
05:39 - Money Makers Circle
06:05 - Discussion...
2022-10-0152 minThe Moses and Methuselah PodcastThe Perfect StormPeter and Jonathan discuss the market response to this week's current affairs.
2022-09-3040 minMoney MakersWeekly Investment Trust Podcast with Jonathan Davis (17 Sep 2022)Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week's edition of the Money Makers Weekly Investment Trust podcast by Nick Greenwood, manager of the MIGO Global Opportunities Trust and Matt Hose, alternative assets analyst at Jefferies.
Next week, the podcast takes a break while Jonathan is on holiday but it will return on 01 October.
We are aware of an issue that affected delivery of last week's podcasts to some listeners who subscribe via Apple Podcasts and we apologise for the inconvenience. Should you experience any difficulty accessing the podcast through your usual channel, the latest edition...
2022-09-1755 minMoney MakersWeekly Investment Trust Podcast with Jonathan Davis - Bonus Edition (11 Sep 2022)Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this bonus edition of the Money Makers Weekly Investment Trust podcast by Steven Tredget, a partner at Oakley Capital.
If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook.
For more information about the Money Makers circle, please visit money-makers.co...
2022-09-1129 minMoney MakersWeekly Investment Trust Podcast with Jonathan Davis (10 Sep 2022)Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week's edition of the Money Makers Weekly Investment Trust podcast by Alastair Laing, co-manager of Capital Gearing Trust. Jonathan also spoke to Steven Tredget of Oakley Capital Investments; their discussion will be released as a bonus podcast.
Trusts mentioned this week (with tickers) include: SDCL Energy Efficiency Trust (SEIT), LXI REIT (LXI), Abrdn New Dawn (ABD), Trian Investors One (TI1), Triple Point Social Housing (SOHO), Abrdn UK Smaller Companies Growth Trust (AUSC), Abrdn Smaller Companies Income Trust (ASCI), BlackRock Latin America (BRLA), Rockwood Strategic (RKW), AVI Japan Opportunity...
2022-09-1053 minMoney MakersWeekly Investment Trust Podcast with Jonathan Davis (03 Sep 2022)Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week's edition of the Money Makers Weekly Investment Trust podcast by two guests - Max King, columnist at MoneyWeek and former fund manager at Investec; and Andrew Lister, head of closed-end fund strategies at Abrdn.
Trusts mentioned this week (with tickers) include: F&C Investment Trust (FCIT), Chrysalis Investments (CHRY), SDCL Energy Efficiency Income (SEIT), Taylor Maritime Investments (TMI), Rights and Issues Investment Trust (RIII), BBGI Global Infrastructure (BBGI), Target Healthcare REIT (THR), Oakley Capital (OCI), HG Capital (HGT), 3i Group (III), Intermediate Capital Group (ICP).
Section Timestamps:
00:45...
2022-09-0354 minMoney MakersWeekly Investment Trust Podcast with Jonathan Davis (27 Aug 2022)Jonathan Davis, editor of the Investment Trusts Handbook, is joined this week by two guests - Ian Lance, manager of the Temple Bar Investment Trust; and Emma Bird, commercial property analyst at Winterflood Securities - in the latest edition of the Money Makers Weekly Investment Trust podcast.
Trusts mentioned this week (with tickers) include: Scottish Investment Trust (SCIN), TwentyFour Income Fund (TFIF), Rockwood Strategic (RKW), Digital9 Infrastructure (DGI9), Pershing Square Holdings (PSH), JPMorgan American Investment Trust (JAM), JPMorgan US Smaller Companies (JUSC), BlackRock World Mining (BRWM), CT Private Equity Trust (CTPE), Chrysalis Investments (CHRY), Bluefield Solar Income Fund (BSIF), Next...
2022-08-2757 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 21Money MakersWeekly Investment Trust Podcast with Jonathan Davis (30 Jul 2022)Jonathan Davis, editor of the Investment Trusts Handbook, is joined this week by Colette Ord, the renewable energy and infrastructure analyst at Numis Securities, in the latest edition of the Money Makers Weekly Investment Trust podcast. In addition to our regular review of the week's main announcements and market movements, Colette shares her expert insights into the latest developments in the popular and strong performance renewable energy sector.
Trusts mentioned this week (with tickers) include: Home REIT (HOME), Personal Assets Trust (PNL), JPMorgan Russian Securities (JRS), Brunner Investment Trust (BUT), Allianz Technology Trust (ATT), Greencoat UK Wind (UKW), The Renewables...
2022-07-3052 minMoney MakersWeekly Investment Trust Podcast with Jonathan Davis (23 Jul 2022)Jonathan Davis, editor of the Investment Trusts Handbook, is joined this week by Nick Greenwood, manager of MIGO Opportunities, in the latest edition of the Money Makers Weekly Investment Trust podcast. They discuss some of the week's main announcements and market movements with Nick giving his thoughts on various market sectors.
Trusts mentioned this week (with tickers) include: Doric Nimrod Air One (DNA), Amedeo Air Four Plus (AA4), Ecofin US Renewables Infrastructure Trust (RNEW), LXI REIT (LXI), HICL Infrastructure (HICL), Polar Capital Technology (PCT), Herald Investment Trust (HRI), BlackRock Throgmorton (THRG), Miton UK Micro Cap (MINI), MB Private Equity Partners...
2022-07-2356 minMoney MakersWeekly Investment Trust Podcast with Jonathan Davis (16 Jul 2022)Jonathan Davis, editor of the Investment Trusts Handbook, is joined by Peter Spiller, manager of Capital Gearing Trust, in the latest edition of the Weekly Investment Trust Podcast, where they discuss the investment trusts sector and look at the main announcements and market movements.
We apologise for the audio quality issues present in this edition, caused by a poor remote connection.
Trusts mentioned this week (with tickers) include: JPMorgan American (JAM), Ruffer Investment Company (RICA), Scotgems (SGEM), Roundhill Music Royalty (RHM), Pershing Square Holdings (PSH), Chrysalis Investments (CHRY), HICL Infrastructure (HICL), Brunner Investment Trust (BUT), Hypgnosis Songs Fund (SONG), GCP...
2022-07-1758 minThe Moses and Methuselah PodcastIs this a dead cat bounce?Peter and Jonathan discuss current events and their repercussions on the markets.
2022-06-3032 min
Talkhouse PodcastJonathan Davis (Korn) with Danny BrownOn this Talkhouse Podcast, we’ve got one of those chats that feels like it’s going to lead to something bigger down the road: Jonathan Davis and Danny Brown.Neither of these guys probably needs an introduction, but here goes anyway: Jonathan Davis is the frontman of the band Korn, which basically invented a sound and subsequent genre about 30 years ago. I’m not sure if people still say “nu metal,” but whatever you want to call it, it never really seemed to leave the cultural zeitgeist once it took hold. Korn always seemed to have a wider va...
2022-06-3038 minThe Moses and Methuselah PodcastIs Putin's war still relevant to financial markets?Jonathan and Peter discuss the impact of the war on current markets.
2022-05-3033 minThe Moses and Methuselah PodcastThe Triple WhammyJoin Peter and Jonathan for another discussion on global current events.
2022-04-2838 minMoney MakersTalking Trusts: Weekly Review with Jonathan Davis (02 April 2022)Jonathan Davis, editor of the Investment Trusts Handbook, reviews all the main announcements and market movements in the latest edition of our free weekly investment trust podcast. Also this week, while regular co-host Simon Elliott takes a break, Jonathan introduces an extract from another podcast - Moses and Methuselah - which he records regularly with his friend and fund manager, Peter Seilern. Hear the full episode at www.mosesandmethuselahpodcast.com.
Trusts mentioned this week (with tickers) include: BlackRock Greater Europe (BRGE), Crystal Amber Fund (CRS), Geiger Counter (GCL), Jupiter Emerging and Frontier Income (JEFI), JPMorgan Global Growth and Income (JGGI...
2022-04-0258 minThe Moses and Methuselah PodcastWill Putin Strengthen Europe?Join Peter and Jonathan as they discuss recent developments and alternative perspectives on the events in Ukraine.
2022-03-3030 minThe Moses and Methuselah PodcastWar in EuropePeter and Jonathan discuss the situation in Ukraine as it continues to unfold..
2022-03-0131 minThe Moses and Methuselah PodcastWho is more influential over financial markets: Vladimir Putin or Jay Powell?Join Peter and Jonathan as they continue to discuss the influence of Vladimir Putin on the financial markets.
2022-02-0329 minThe Moses and Methuselah PodcastHow Dangerous is Vladimir Putin?Jonathan Davis and Peter Seilern discuss Putin and Russia and offer some interesting perspectives on both.
2022-01-1230 minThe Moses and Methuselah PodcastQuality Growth in Challenging TimesPeter and Jonathan discuss the nuances of growth in the markets at this time.
2021-12-0730 minThe Moses and Methuselah PodcastWhat Is Going On With Inflation?Peter and Jonathan discuss confusing trends in the financial markets.
2021-11-1230 min
Climb In ConsultingEpisode 92: IPOs, M&A And Running A £400 Million Consultancy With Jonathan Davis, MD Of AvaloqIn episode 92 of Climb In Consulting Nick speaks with Jonathan Davis, managing director at Avaloq.
Jonathan started his career at Anderson Consulting in the late 1980s where he managed to get his foot in the door despite not having the educational success of many of his peers. That didn’t stop him working his way up from the unloved outsourcing department to become an equity partner at the time of its IPO.
Since then, he’s taken on a number of varied and challenging roles ranging from attempting to buy a small car manufacturer to helping turn around Capco, to lead...
2021-11-121h 33The Moses and Methuselah PodcastGeopolitics and the Financial MarketsJonathan and Peter return for a third series, starting with a discussion on what influence, if any, politics at the national level and geopolitics at the world level have on financial markets.
2021-09-3027 minMoney MakersTalking Trusts: Weekly Review with Jonathan Davis (14 August 2021) - Nick Greenwood Special EditionJonathan Davis, editor of the Investment Trusts Handbook, reviews the main announcements and market movements in the latest edition of our free weekly investment trust podcast. While Simon Elliott, head of investment trust research of Winterflood Securities, takes a well-deserved holiday, Jonathan is joined by Nick Greenwood, the manager of Miton Global Opportunities.
Trusts mentioned this week (with tickers) include: Acorn Income Fund (AIF), GCP Student Living (DIGS), Scottish Mortgage (SMT), Pershing Square Holdings (PSH), Tritax Euro Box (EBOX), Tufton Oceanic Assets (SHIP), Taylor Maritime Investments (TMI/TMIP), BMO Real Estate Investments (BREI), Roundhill Music Royalty (RHM), Hipgnosis Songs (SONG...
2021-08-1451 minThe Moses and Methuselah PodcastInterview with Rupert EverettEsteemed Hollywood actor, author, director and film-maker, Rupert Everett, joins Jonathan and Peter in a revealing and intimate conversation about life on and off the camera.
2021-07-2529 minThe Moses and Methuselah PodcastAre all politicians economical with the truth?Jonathan and Peter explore the landscape of how politicians leverage "truth" in politics today..
2021-06-3037 minThe Moses and Methuselah PodcastThe bicentenary of Napoleon Bonaparte’s death. Was he a hero or a villain?Peter and Jonathan bring new angles and elements to this discussion of a fascinating historical figure.
2021-06-0831 minThe Moses and Methuselah PodcastA new, post-pandemic consensus in financial markets” Is it right or wrong?Jonathan and Peter discuss the markets post pandemic..
2021-05-1332 minThe Moses and Methuselah PodcastFilm Review "The Post" (and the role of the media)Jonathan and Peter consider the implications of this statement in the context of the film and the wider world:“The press is to serve the governed, not the governors” (US Supreme Court).
2021-04-2832 minThe Moses and Methuselah PodcastFilm Review: "The Lives of Others"Jonathan and Peter discuss the “The Lives of Others” (Das Leben der Anderen), the Oscar winning film by Florian Henckel von Donnersmarck.
2021-03-3127 minThe Moses and Methuselah PodcastAuthor's Review of 'Our Shrunken World' by Otto von HabsburgJonathan and Peter discuss the ongoing relevance of this work as pertains to Europe and the wider issues playing out today.
2021-03-1037 minThe Moses and Methuselah PodcastAuthor’s Review of ‘Civilisation’ by Kenneth ClarkJonathan and Peter dive deep into this seminal work.
2021-02-2431 minThe Moses and Methuselah PodcastOnce Upon A BrexitJonathan and Peter discuss the earliest days of a post Brexit New Year and how this might impact both sides… A balanced and thoughtful discussion looking at different perspectives.
2021-01-2733 min