In the latest edition of the podcast released this week, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Charlie Morris, founder and CEO of ByteTree Asset Management.
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292: Charlie Morris
0:00:44 – Bitcoin and gold
0:08:31 – The reasons for gold’s march ahead
0:10:42 – Gold alternatives
0:12:45 – Moving away from US exceptionalism?
0:19:25 – A short break
0:20:31 – Importance of the Trump administration’s actions
0:22:06 – The role of investment trusts in multi-asset global portfolios
0:25:11 – Other instruments
0:27:20 – Stocks of interest
0:29:52 – The current UK administration
0:33:25 – Close
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Disclosures about the editor’s holdings of investment trusts can be found here. Our podcasts are also available on the Association of Investment Companies website (www.theaic.co.uk). The producer of the podcasts is the brilliant Ben Gamblin – more details on him here.