Money Makers
268 episodes - English - Latest episode: 1 day ago - ★★★★★ - 1 ratingHome of the free Money Makers Weekly Investment Trust Podcast with Jonathan Davis, released every Saturday and covering the latest developments in investment trusts. Subscribe now on your favourite podcast app to make sure you catch every edition! Keep up-to-date with Money Makers via Twitter - @MoneyMakersITs - and visit the website for more details, including our premium service, the Money Makers Circle: www.money-makers.co.
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Episodes
Talking Money: Fund manager Chris Rice on the coming downturn
December 23, 2016 10:02 - 27 minutes - 24.9 MBFund manager Chris Rice expects a downturn as unemployment and interest rates turn - discover why in this interview with Money Maker's editor Jonathan Davis.
Stephen Eckett on profiting from stock market anomalies in 2017
December 14, 2016 18:28 - 26 minutes - 23.9 MBThe Harriman Stock Market Almanac is an annual publication which is a must-read for all fans of stock market investing – it combines a mixture of some trivial but amusing anecdotes and facts about the stock market with some more interesting analysis of trends that recur each year and other kinds of anomalies: things that, theoretically at least, you can make some money out of if you are aware of them. In this podcast, Jonathan Davis speaks with Almanac editor and investor Stephen Eckett abou...
Talking Money: Paul Jourdan on where next for small cap investors
December 12, 2016 10:41 - 36 minutes - 33.8 MBPaul Jourdan is the CEO of Amati Global Investors. With his colleagues, a team of three, he runs three funds that specialise in small-cap and unquoted stocks. In this podcast, Jonathan Davis asks Paul how where we are in the market cycle has affected small caps, what the impact of Brexit looks like, and what makes for an ideal small company from an investor's perspective.
Talking Money: John Kay takes the measure of Trump
December 08, 2016 09:27 - 19 minutes - 18.2 MBThe election of Donald Trump as American President took much of the world by surprise. By chance John Kay, the author and business economist, well known for his columns in the Financial Times, happened to be in New York when the result was announced. In the latest Money Makers podcast I asked him for his initial reactions to the outcome.
Talking Money: Joe Bauernfreund on value investing's comeback
November 16, 2016 10:43 - 38 minutes - 35.4 MBValue investing has had a bad run, one of its worst in market history. Is that finally about to change? There are signs that a patient, long-term investing style based on finding cheap securities is finally starting to make a comeback. In the latest Money Makers podcast, Joe Bauernfreund, manager of the British Empire Trust, an investment trust closely associated with a value approach, explains why he thinks the recent revival has legs – and where he is currently finding the best bargains f...
Talking Money: Charlie Morris on gold and asset allocation
November 04, 2016 14:57 - 46 minutes - 42.9 MBIn this podcast, we turn our attention to gold, that most emotive of investment topics, derided by some as a “barbarous relic” and feted by others as a vital defence against inflation and the debasement of currency. Jonathan Davis is joined to discuss this always fascinating subject by the fund manager Charlie Morris, who in his day job, after 15 years at HSBC, now runs multi-asset portfolios for Newscape Capital and finds time to produce a regular free monthly commentary on gold called Atlas...
Talking Money: Peter Spiller's macro view of the markets
November 04, 2016 13:20 - 36 minutes - 33.3 MBIn this latest Money Makers podcast Jonathan Davis talks with Peter Spiller, who enjoys the distinction of being perhaps the longest continuously serving fund manager in the London investment trust sector. He has been managing the Capital Gearing Trust since 1982, over which time the trust has generated a compound annual return of 15% per annum, more than 4% better than the FTSE All-Share index over the same time frame. Put that another way, £1,000 invested at the outset would be worth £17,...
Talking Money: Tim Price’s three ways to invest (2)
October 26, 2016 09:11 - 28 minutes - 25.7 MBIn this second of a two-part Money Makers podcast, Jonathan Davis continues his conversation with Tim Price, fund manager and market commentator and author of 'Investing Through the Looking Glass'. The topic under discussion is how best to invest your money in the unprecedented zero interest rate world in which we live – when bank deposits and government bonds, once the risk-free assets on which millions relied for income, yield next to nothing and central banks around the world are busy cr...
Talking Money: Tim Price on today’s dangerous times (1)
October 26, 2016 09:07 - 17 minutes - 15.7 MBIn the latest Money Makers podcast, Jonathan Davis talks to Tim Price, the fund manager and market commentator, well known for his contributions to MoneyWeek and The Spectator. The podcast breaks down into two parts. In this first part Tim, a private client investment manager for the past 20 years, puts forward his arguments for believing that the world is facing “the mother and father of financial accidents waiting to happen”, a theme he has expounded at length in a new book 'Investing Thro...
Talking Money: Peter Warburton revisits Debt and Delusion
October 04, 2016 11:24 - 26 minutes - 24 MBDr Peter Warburton is one of the UK’s leading independent economists and author of an insightful and prescient book Debt and Delusion, first published in 1999, which argued that policymakers and investors alike were becoming complacent about the systematic buildup of debt across the global economy - a deepening problem that finally erupted with devastating consequences in the global financial crisis of 2008. Now eight years on from that crisis, he has revised and updated his research and in a...
Talking Money: Lee Gardhouse of Hargreaves Lansdown on Brexit
July 13, 2016 12:35 - 12 minutes - 11.4 MBLee Gardhouse is Chief Investment Officer at Hargreaves Lansdown as well as running a number of multi-manager funds at the firm. In this audio interview he talks with Jonathan Davis about the bright side of Brexit for equities, as well as how best to defend your portfolio from volatility in its wake and his take on recent property fund suspensions.
Talking Money: Ken Fisher on Brexit, Trump and the bull market that may or may not keep on grinding
July 06, 2016 16:07 - 20 minutes - 19 MBAll this week Money Makers has been discussing Brexit – what it might mean for investors and for the economy in the UK and overseas. In this podcast, Jonathan Davis talks to Ken Fisher, the West Coast money manager who also has a very successful wealth management firm in the UK and is a widely read columnist in Forbes and the FT. Fisher explains why Brexit will have less of an impact than people think, what everyone has overlooked about Donald Trump’s challenge for the US presidency in the m...
Talking Money: Understanding the economics of Brexit with John Kay
July 05, 2016 17:14 - 24 minutes - 22.8 MBLeading economist and writer John Kay talks with Jonathan Davis about what underlying factors might have really driven the Brexit vote from an economic point of view – and what the most realistic outcomes are likely to be when the dust settles, as well as how things might affect investors, governments and the European project itself.
Talking Money: The future of wealth management?
May 31, 2016 09:39 - 28 minutes - 26.5 MBOn this episode of Talking Money, Jonathan Davis speaks with the founder of a widely talked about new firm that thinks it might just have cracked the future of wealth management: Netwealth Investments.
Talking Money: Finding robust companies on attractive valuations today, with James Henderson
May 18, 2016 12:10 - 17 minutes - 15.6 MBIn this edition of Talking Money, fund manager James Henderson explains why – despite others’ doubts – he doesn’t think we’re near the end of the bull market, and how talking to companies has revealed a robustness in firms that isn’t being reflected in valuations. As a patient long-term investor, Henderson argues there are attractive opportunities out there if you know where to look: he reveals how he has been finding them, including two examples of where he has recently started to build a po...
Talking Money: Mark Slater on today's equity opportunities
May 12, 2016 16:17 - 17 minutes - 15.6 MBMark Slater is one of the UK’s leading growth stock investors, whose methods are based on the rigorous criteria laid down by his father Jim Slater in the Zulu Principle and other books. In this episode of Talking Money, recorded at the recent London Investor conference, Jonathan Davis asks him what opportunities he is currently finding in the equity market.
Talking Money: Still a raging bull of Japan – An interview with hedge fund manager Hugh Sloane
March 18, 2016 09:36 - 34 minutes - 15.9 MBTalking Money: Still a raging bull of Japan – An interview with hedge fund manager Hugh Sloane by Jonathan Davis
Elroy Dimson on how interest rate policy affects share prices
February 17, 2016 18:54 - 18 minutes - 8.25 MBJonathan Davis talks to Elory Dimson of the Judge Business School at Cambridge University about interest rate cuts and rises and how they affect share prices.