Money Makers podcast

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Nội dung được cung cấp bởi Money Makers Investment Trusts and Jonathan Davis. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Money Makers Investment Trusts and Jonathan Davis hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

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Understanding the Elegant Math Behind Modern Machine Learning 1:14:43

cách đây 10 ngày trước1:14:43

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1:14:43

Artificial intelligence is evolving at an unprecedented pace—what does that mean for the future of technology, venture capital, business, and even our understanding of ourselves? Award-winning journalist and writer Anil Ananthaswamy joins us for our latest episode to discuss his latest book Why Machines Learn: The Elegant Math Behind Modern AI . Anil helps us explore the journey and many breakthroughs that have propelled machine learning from simple perceptrons to the sophisticated algorithms shaping today’s AI revolution, powering GPT and other models. The discussion aims to demystify some of the underlying mathematical concepts that power modern machine learning, to help everyone grasp this technology impacting our lives–even if your last math class was in high school. Anil walks us through the power of scaling laws, the shift from training to inference optimization, and the debate among AI’s pioneers about the road to AGI—should we be concerned, or are we still missing key pieces of the puzzle? The conversation also delves into AI’s philosophical implications—could understanding how machines learn help us better understand ourselves? And what challenges remain before AI systems can truly operate with agency? If you enjoy this episode, please subscribe and leave us a review on your favorite podcast platform. Sign up for our newsletter at techsurgepodcast.com for exclusive insights and updates on upcoming TechSurge Live Summits. Links: Read Why Machines Learn, Anil’s latest book on the math behind AI https://www.amazon.com/Why-Machines-Learn-Elegant-Behind/dp/0593185749 Learn more about Anil Ananthaswamy’s work and writing https://anilananthaswamy.com/ Watch Anil Ananthaswamy’s TED Talk on AI and intelligence https://www.ted.com/speakers/anil_ananthaswamy Discover the MIT Knight Science Journalism Fellowship that shaped Anil’s AI research https://ksj.mit.edu/ Understand the Perceptron, the foundation of neural networks https://en.wikipedia.org/wiki/Perceptron Read about the Perceptron Convergence Theorem and its significance https://www.nature.com/articles/323533a0…

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Home 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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Money Makers

1
262: Money Makers Investment Trusts Podcast - with Max King (08 Mar 2025) 26:17

cách đây 1 day trước26:17

26:17

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 Max King, the market and investment trust commentator and former Investec fund manager. This discussion was recorded on Friday 07 March 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 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. There is also a free e-book version you can read on a PC, tablet or smartphone, plus an audiobook version. Jonathan will be signing copies of the Handbook at the Master Investor show in London on March 29th. *** Section Timestamps: 0:00:24 - Introduction 0:00:41 - Reacting to the confusion coming from the US 0:04:01 - The implications following a peace in Ukraine 0:05:40 - Funding Europe’s and the UK’s defence 0:08:11 - The persistent discounts in the investment trusts sector 0:12:39 - A short break 0:13:34 - Boards’ response to the arrival of Saba 0:15:25 - The shrinking commercial property sector 0:17:10 - The IPO of Achilles Investment Trust (AIC) 0:19:39 - Private equity 0:22:22 - Cost disclosure and the FCA 0:23:10 - Portfolio changes 0:25:35 - Close 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, links to third party research, market/portfolio reviews and regular comments from the editor. A subscription costs £12 a month or £120 for one year. This week, as well as the usual features, the Circle features a profile of Augmentum Fintech (AUGM). Future profiles include Finsbury Growth & Income (FGT) and Bluefield Solar Income (BSIF). Our new expanded weekly subscriber email includes a comprehensive summary of all the latest news plus the week's biggest share price, NAV and discount movements. The content of that email is also available for subscribers via the website. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free for the foreseeable future. We are very grateful for your continued support and the enthusiastic response to our more than 260 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.…

Money Makers

1
261: Money Makers Investment Trusts Podcast - with Colm Walsh (01 Mar 2025) 43:25

cách đây 9 ngày trước43:25

43:25

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 Colm Walsh, co-manager of the ICG Enterprise Trust (ICGT). This discussion was recorded on 25 February 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 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. The Handbook is an indispensable companion for anyone looking to invest in investment trusts. There is also a free e-book version you can read on a PC, tablet or smartphone. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. *** Section Timestamps: 0:00:24 - Introduction 0:00:45 - Performance of ICGT over the past 18 months 0:02:33 - Addressing the discount issue 0:05:55 - NAV performance 0:10:54 - Cost disclosure 0:16:45 - Characteristics of the mid-market and buy-out markets 0:20:23 - A short break 0:21:19 - Trends in revenues and earnings 0:23:12 - Impact from global events 0:27:10 - A view on the UK 0:33:22 - A view on Europe 0:34:29 - The private equity and ICGT pitch 0:38:27 - The perception of private equity 0:42:43 - Close 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. This week, as well as the usual features, the Circle features a profile of Worldwide Healthcare (WWH). Future profiles include Augmentum Fintech (AUGM) and Finsbury Growth and Income (FGT). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. A subscription costs £12 a month or £120 for one year. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our more than 260 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.…

Money Makers

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260: Money Makers Investment Trusts Podcast - with Richard Staveley (26 Feb 2025) 40:59

cách đây 11 ngày trước40:59

40:59

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 Richard Staveley, lead manager at Rockwood Strategic (RKW). This discussion was recorded on 24 February 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 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. The Handbook is an indispensable companion for anyone looking to invest in investment trusts. There is also a free e-book version you can read on a PC, tablet or smartphone. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. *** Section Timestamps: 0:00:24 - Introduction 0:00:39 - Trust performance over the last twelve months 0:02:59 - The impact of the 2024 budget on the small cap sector 0:08:22 - Operational impacts from the budget 0:13:06 - Looking at Filtronic 0:21:09 - A short break 0:22:04 - Looking at Funding Circle 0:26:18 - Disclosure of information and the possibility of investing in an investment trust 0:31:12 - Hostmore 0:35:51 - The outlook from here 0:40:17 - Close 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. This week, as well as the usual features, the Circle features a profile of Worldwide Healthcare (WWH). Future profiles include Augmentum Fintech (AUGM) and Finsbury Growth and Income (FGT). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. A subscription costs £12 a month or £120 for one year. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our 260 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.…

Money Makers

1
259: Money Makers Investment Trusts Podcast - with Andrew McHattie (22 Feb 2025) 48:59

cách đây 15 ngày trước48:59

48:59

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 Andrew McHattie, editor of the Investment Trusts Newsletter. This discussion was recorded on Friday 21 February 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 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. The Handbook is an indispensable companion for anyone looking to invest in investment trusts. There is also a free e-book version you can read on a PC, tablet or smartphone. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. *** Section Timestamps: 0:00:24 - Introduction 0:00:39 - A new IPO 0:05:04 - What can be done to bring in alternative assets’ discounts? 0:08:19 - Saba Capital’s continuing campaign 0:15:04 - Herald and the upcoming continuation vote 0:18:16 - Reactions from boards of alternatives trusts 0:26:29 - A short break 0:27:25 - Infrastructure trusts 0:33:57 - Private equity 0:39:12 - Consolidation in the equity sector 0:44:57 - BlackRock World Mining 0:47:09 - Final thoughts on Trump and interest rates 0:48:17 - Close 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. This week, as well as the usual features, the Circle features a profile of Custodian Property Income REIT (CREI). Future profiles include Worldwide Healthcare (WWH) and Augmentum Fintech (AUGM). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. A subscription costs £12 a month or £120 for one year. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our nearly 260 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.…

Money Makers

1
258: Money Makers Investment Trusts Podcast - with Nick Train (21 Feb 2025) 36:38

cách đây 17 ngày trước36:38

36:38

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 Nick Train, manager of Finsbury Growth and Income Trust (FGT). This discussion was recorded on Wednesday 19 February 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 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. The Handbook is an indispensable companion for anyone looking to invest in investment trusts. There is also a free e-book version you can read on a PC, tablet or smartphone. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. *** Section Timestamps: 0:00:24 - Introduction 0:01:22 - The underperformance of the past three to four years 0:08:02 - Structural issues around the UK market 0:12:36 - Valuations of companies 0:20:12 - A short break 0:21:07 - Reacting to disappointments 0:22:41 - Thinking on Diageo and Burberry 0:25:34 - Executive remuneration 0:26:36 - Wide discounts, buybacks, and the impact of the current environment 0:29:46 - Messages from shareholders 0:32:44 - The case for investing in Finsbury Growth and Income 0:35:56 - Close 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. This week, as well as the usual features, the Circle features a profile of Custodian Property Income REIT (CREI). Future profiles include Worldwide Healthcare (WWH) and Augmentum Fintech (AUGM). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. A subscription costs £12 a month or £120 for one year. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our nearly 260 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.…

Money Makers

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257: Money Makers Investment Trusts Podcast - with Alan Gauld (15 Feb 2025) 27:13

cách đây 23 ngày trước27:13

27:13

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 Alan Gauld, lead manager at Patria Private Equity Trust (PPET). This discussion was recorded on 04 February 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 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. The Handbook is an indispensable companion for anyone looking to invest in investment trusts. There is also a free e-book version you can read on a PC, tablet or smartphone. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. *** Section Timestamps: 0:00:24 - Introduction 0:00:46 - The outlook for listed private equity 0:01:51 - Discounts 0:07:31 - NAV performance 0:13:06 - A short break 0:13:58 - The impact of cost disclosure and falling interest rates on performance 0:17:34 - Talking about the trust and shifting the strategy 0:21:37 - Looking ahead at performance compared to the peer group 0:24:23 - Greatest risks 0:26:31 - Close 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. This week, as well as the usual features, the Circle features a profile of Personal Assets Trust (PNL). Future profiles include Custodian Property Income REIT (CREI) and Worldwide Healthcare (WWH). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. A subscription costs £12 a month or £120 for one year. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our nearly 260 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.…

Money Makers

1
256: Money Makers Investment Trusts Podcast - with Matt Hose (08 Feb 2025) 26:06

cách đây 29 ngày trước26:06

26:06

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 Matt Hose, alternative assets analyst at Jeffries. This discussion was recorded on 06 February 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 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. The Handbook is an indispensable companion for anyone looking to invest in investment trusts. There is also a free e-book version you can read on a PC, tablet or smartphone. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. *** Section Timestamps: 0:00:24 - Introduction 0:01:10 - The cut in interest rates 0:01:53 - General outlook for the alternatives sector 0:03:52 - The persistence of the current situation 0:04:52 - Changes to business models 0:07:42 - Driving consolidation in the sector 0:08:44 - Going up the risk profile 0:10:14 - Continuation votes 0:13:00 - The reaction speed of boards 0:13:43 - A short break 0:14:38 - Private equity 0:16:48 - Conversations with investors 0:18:53 - Battery storage 0:20:56 - Digital infrastructure 0:22:38 - Growth capital sector 0:25:24 - Close 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. This week, as well as the usual features, the Circle features a profile of Scottish Oriental Smaller Companies (SST). Future profiles include Personal Assets (PNL) and Custodian Property Income REIT (CREI). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. A subscription costs £12 a month or £120 for one year. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our more than 250 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.…

Money Makers

1
255: Money Makers Investment Trusts Podcast - with Jonathan Simpson-Dent (05 Feb 2025) 35:32

cách đây 5 weeks trước35:32

35:32

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 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 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. The Handbook is an indispensable companion for anyone looking to invest in investment trusts. There is also a free e-book version you can read on a PC, tablet or smartphone. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. *** Section Timestamps: 0:00:24 - Introduction 0:01:14 - Reaction to the outcome of the Saba votes 0:04:03 - The two upcoming votes for EWI and their own proposition 0:06:09 - The trust’s performance and how Saba built its stake 0:12:29 - The trust’s manager 0:14:02 - Limits to patient capital 0:16:03 - A short break 0:16:56 - The share capital 0:18:47 - What happens if Saba is defeated? 0:22:26 - Trading at a discount 0:24:43 - The right personnel? 0:26:12 - The global smaller companies mandate 0:29:49 - The retail investor base 0:34:50 - Close 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. This week, as well as the usual features, the Circle features a profile of Scottish Oriental Smaller Companies (SST). Future profiles include Personal Assets (PNL) and Custodian Property Income REIT (CREI). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. A subscription costs £12 a month or £120 for one year. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our more than 250 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.…

Money Makers

1
254: Money Makers Investment Trusts Podcast - with Peter Hewitt (25 Jan 2025) 50:46

cách đây 6 weeks trước50:46

50:46

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 Peter Hewitt, manager of the CT Global Managed Portfolio Trust (CMPI/CMPG). This discussion was recorded on 24 January 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 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. The Handbook is an indispensable companion for anyone looking to invest in investment trusts. There is also a free e-book version you can read on a PC, tablet or smartphone. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. *** Section Timestamps: 0:00:24 - Introduction 0:00:40 - Saba Capital 0:07:38 - Saba’s wake-up call 0:15:18 - Are investment trusts a “chumocracy”? 0:18:23 - What’s happens from here? 0:24:49 - Peter’s holdings in Henderson Opportunity Trust (HOT) and Keystone Positive Change (KPC) 0:28:11 - A short break 0:29:03 - CT Global Managed Portfolio Trust results and changes 0:40:25 - Tackling discounts and renewables 0:45:49 - A normal average discount going forward 0:48:24 - Scotland in the Six Nations 0:50:04 - Close 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. This week, as well as the usual features, the Circle features a profile of Syncona (SYNC). Future profiles include TR Property (TRY) and Scottish Oriental Smaller Companies (SST). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. A subscription costs £12 a month or £120 for one year. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our more than 250 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.…

Money Makers

1
253: Money Makers Investment Trusts Podcast - with Boaz Weinstein (22 Jan 2025) 59:11

cách đây 7 weeks trước59:11

59:11

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 Boaz Weinstein, CIO and founder of Saba Capital. This discussion was recorded on 21 January 2025, the day before the first of the seven Saba-requisitioned meeting votes, the one at Herald Investment Trust (HRI), which Weinstein failed to win. There is plenty of interesting new detail on his campaign tactics and objectives in this near one hour long conversation. Subscribers to the Money Makers newsletter will see a transcript in due course. *** 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 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. The Handbook is an indispensable companion for anyone looking to invest in investment trusts. There is also a free e-book version you can read on a PC, tablet or smartphone. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. *** Section Timestamps: 0:00:24 - Introduction 0:01:35 - Assessing the impact of Saba’s campaign since 2022 0:07:33 - Building stakes 0:09:37 - What are the objectives? 0:20:22 - Addressing vagueness 0:22:07 - Buyers for unlisted instruments 0:27:50 - A short break 0:28:42 - Board size and corporate governance 0:35:12 - Buying on the cheap 0:40:13 - What happens if a vote is lost 0:48:34 - Why these seven trusts? 0:52:36 - Saba’s anticipated return from its campaign 0:56:23 - A preference for constructive engagement? 0:58:30 - Close 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. This week, as well as the usual features, the Circle features a profile of Syncona (SYNC). Future profiles include TR Property (TRY) and Scottish Oriental Smaller Companies (SST). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. A subscription costs £12 a month or £120 for one year. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our more than 250 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.…

Money Makers

1
252: Money Makers Investment Trusts Podcast - with Andrew McHattie/Ewan Lovett-Turner (18 Jan 2025) 51:15

cách đây 7 weeks trước51:15

51:15

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 Andrew McHattie, editor of the Investment Trusts Newsletter, and Ewan Lovett-Turner, head of investment trust research at Deutsche Numis. This discussion was recorded on 17 January 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 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. The Handbook is an indispensable companion for anyone looking to invest in investment trusts. There is also a free e-book version you can read on a PC, tablet or smartphone. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. *** Section Timestamps: 0:00:24 - Introduction 0:01:16 - Discussing the Saba Webinar and latest developments 0:04:43 - Looking at some issues raised 0:08:17 - Surprising tactics 0:12:05 - Retail investor voting 0:17:27 - A short break 0:18:23 - The market for a listed discount activist fund 0:21:29 - A miscalculation on Herald Investment Trust (HRI) 0:26:23 - What the market says about who may win the votes 0:28:31 - Looking at Baillie Gifford 0:31:42 - Last edition’s interview with Sue Inglis, Baillie Gifford US Growth (USA) 0:32:04 - Thoughts on the year coming up 0:37:20 - Consolidation and a shrinking sector 0:40:39 - Close 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. This week, as well as the usual features, the Circle features a profile of Rockwood Strategic (RKW). Future profiles include Syncona (SYNC) and TR Property (TRY). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. A subscription costs £12 a month or £120 for one year. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our more than 250 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.…

Money Makers

1
251: Money Makers Investment Trusts Podcast - with Sue Inglis (17 Jan 2025) 24:37

cách đây 8 weeks trước24:37

24:37

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 Sue Inglis, senior Independent director at Baillie Gifford US Growth (USA). This discussion was recorded on 13 January 2025, before Boaz Weinstein's Saba Capital webinar on 14 January. *** 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 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. The Handbook is an indispensable companion for anyone looking to invest in investment trusts. There is also a free e-book version you can read on a PC, tablet or smartphone. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. *** Section Timestamps: 0:00:24 - Introduction 0:00:48 - Sue’s background 0:01:37 - Awareness of and relationship with Saba Capital 0:04:41 - Saba’s objectives 0:05:57 - The use of swaps to gain voting power 0:09:38 - A short break 0:10:34 - How to succeed in the requisition vote 0:12:49 - Boards’ engagement with private shareholders 0:14:35 - Looking at the possible outcomes of the vote 0:17:52 - Potential flaws in the proposition of investment trusts 0:20:25 - Strategy changes should the vote be won 0:22:32 - Final message to shareholders 0:34:30 - Close 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. This week, as well as the usual features, the Circle features a profile of Rockwood Strategic (RKW). Future profiles include Syncona (SYNC) and TR Property (TRY). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. A subscription costs £12 a month or £120 for one year. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our more than 250 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.…

Money Makers

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250: Money Makers Investment Trusts Podcast - with Richard Stone (15 Jan 2025) 38:28

cách đây 8 weeks trước38:28

38:28

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 Richard Stone, chief executive of The Association of Investment Companies (The AIC). This discussion was recorded on 10 January 2025, before Boaz Weinstein's Saba Capital webinar on 14 January. *** 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 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. The Handbook is an indispensable companion for anyone looking to invest in investment trusts. There is also a free e-book version you can read on a PC, tablet or smartphone. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. *** Section Timestamps: 0:00:24 - Introduction 0:00:34 - Looking back at 2024 0:02:52 - Consolidation 0:04:12 - Looking at the average discount 0:06:20 - An existential crisis in alternative assets? 0:08:44 - Activist investors in general 0:12:03 - Saba’s proposals and corporate governance 0:16:12 - A short break 0:17:07 - The retail investor situation 0:21:38 - A Saba fund to target discount opportunities 0:23:36 - A wake-up call for boards 0:24:18 - An update on the cost disclosure issue 0:34:31 - Hopes and aspirations for 2025 0:37:47 - Close 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. This week, as well as the usual features, the Circle features a profile of Rockwood Strategic (RKW). Future profiles include Syncona (SYNC) and TR Property (TRY). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. A subscription costs £12 a month or £120 for one year. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our 250 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.…

Money Makers

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249: Money Makers Investment Trusts Podcast - with Karen Brade and Ben Conway (11 Jan 2025) 55:07

cách đây 8 weeks trước55:07

55:07

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 first by Karen Brade, chair of Keystone Positive Change, and Ben Conway, head of fund management and chief investment officer at Hawksmoor Investment Management, to discuss the recent developments with Saba Capital. These discussions were recorded on 09 January 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 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. The Handbook is an indispensable companion for anyone looking to invest in investment trusts. There is also a free e-book version you can read on a PC, tablet or smartphone. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. *** Section Timestamps: 0:02:34 - Q&A with Karen Brade 0:05:16 - The decision to hold a continuation vote 0:15:07 - The agenda of Saba Capital 0:19:30 - Are issues specific to the trust or more fundamental to the sector? 0:21:33 - The role of platforms in keeping shareholders informed 0:23:49 - Confidence in winning the vote 0:24:43 - Options after winning the vote 0:27:10 - Evaluating the performance of the trust 0:30:26 - A short break 0:31:21 - Q&A with Ben Conway 0:31:30 - Interpreting recent developments from Saba Capital 0:35:02 - A structural flaw in investment trusts? 0:42:10 - Could a Saba win be a positive outcome? 0:45:52 - A wake-up call for the investment trusts sector? 0:47:03 - The impact on consolidation 0:50:42 - Is not owning the Saba-targeted trusts an oversight? 0:51:55 - Who will win the votes? 0:54:27 - Close 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. This week, as well as the usual features, the Circle features a profile of Schroder Oriental Income (SOI). Future profiles include Rockwood Strategic (RKW) and Syncona (SYNC). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. A subscription costs £12 a month or £120 for one year. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our nearly 250 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.…

Money Makers

1
248: Money Makers Investment Trusts Podcast - with Gavin Lumsden (18 Dec 2024) 33:20

cách đây 12 weeks trước33:20

33:20

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 Gavin Lumsden, reporter on investment trusts at Citywire, who recently announced his intention to take a step back. This discussion was recorded on Monday 16 December 2024. *** 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 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. The Handbook is an indispensable companion for anyone looking to invest in investment trusts. There is also a free e-book version you can read on a PC, tablet or smartphone. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. *** Section Timestamps: 0:00:24 - Introduction 0:00:38 - Taking a step back 0:01:59 - Changes to the investment trusts industry over 25 years 0:04:02 - Asking questions of investment trusts 0:06:18 - Highlights from the last ten years 0:08:10 - Lessons from the less positive stories 0:12:22 - Activism 0:16:24 - A short break 0:17:20 - Platforms and cost disclosure 0:24:55 - Investing rules for those in the media 0:26:04 - Gavin’s investments 0:29:46 - The outlook for the investment trusts sector 0:32:39 - Close 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. This week, as well as the usual features, the Circle features a profile of Murray Income (MUT). Future profiles include Schroder Oriental Income (SOI) and Rockwood Strategic (RKW). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. A subscription costs £12 a month or £120 for one year. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our nearly 250 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.…

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