Weekly 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 - The impact of politic pressures
16:56 - Why change the portfolio mandate?
21:40 - What would Templeton do?
25:30 - Self-managed trusts
26:59 - Understanding financial history
29:35 - The Crypto Bubble
31:41 - An optimistic outlook?
34:41 - Close

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Produced by Ben Gamblin.