Jonathan Davis and Peter Seilern chew over the news
The coming week sees Europe’s leaders once again meeting in crisis mode to debate whether its wealthy northern members should issue corona bonds to help Spain, Italy and other heavily indebted southern European nations. In the latest Moses and Methusaleh weekly podcast, Jonathan Davis and Peter Seilern, two veteran followers of global financial markets, discuss this perennial EU issue and also look carefully at the assumptions which have prompted a rally in global equity markets. You can listen to it here.
These podcasts are part of a new series of regular interviews with leading figures in the investment world, brought to you by the Money Makers team. We are an independent research and publishing venture committed to providing high quality investment information and resources. You can sign up here to be notified about the latest podcasts in our two new weekly series, this one and a weekly review of developments in the investment trust market. Or you can subscribe on iTunes, Soundcloud and other podcast services. You can find an archive of former podcasts elsewhere on this site. By joining our mailing list, you can make sure you are notified every time a new podcast is ready. The Moses and Methuselah podcast has its own dedicated website here.
Jonathan Davis started his career as a financial journalist on The Times, Sunday Telegraph and The Independent before qualifying as a professional investor. He is a Member of The Chartered Institute for Securities and Investment and the author of several books on stock market investment, as well as editor of the annual Investment Trusts Handbook and a senior adviser at Saunderson House.
Founder, Seilern Investment Management
Peter Seilern was born in Trieste and founded his investment firm in 1989. Today it has $1.5 billion of funds under management. He outlines his investment approach, which is firmly rooted in a single-minded commitment to high quality companies, in a recently published book Only The Best Will Do. His early career was spent in Geneva and London.