On the podcast this week
On this week's podcast, I talk first to Sandy Nairn, chief investment officer of the self-managed multi-asset trust Global Opportunities (GOT), and his colleague Alan Bartlett, from the trust's advisory firm Goodhart Partners. The topics we discuss include the "End of the Everything Bubble" (is it over yet?), where markets might be heading now and the trust's distinctive approach to managing money, not as widely understood as it deserves to be. (Disclosure: I am the co-author with Sandy of a book about Sir John Templeton's investment methods and a collaborator on sever...
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