Money Makers podcast: 14 Jun 2025

In the latest editions 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 Jim Mellon, businessman, investor, and entrepreneur, and Andrew McHattie, editor of the Investment Trusts Newsletter.

You can listen to these podcasts in full on the audio players below. Alternatively, you can subscribe via our YouTube channel and most podcast platforms, including Apple Podcasts, Spotify, Amazon Music and Soundcloud. You can also find us listed on The AIC’s Podcast Directory. We are grateful to J.P. Morgan Asset Management, whose no-strings support enables us to keep the podcast free and our editorial integrity intact.

If you enjoy the Investment Trusts Podcast, you may also find value in joining The Money Makers Circle. This membership scheme offers subscribers an opportunity to receive additional premium content, including interviews, investment trust 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 Pershing Square Holdings (PSH). Future profiles include VietNam Holdings (VNH) and Fidelity Emerging Markets (FEML). 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. Subscribe and you will never miss any important developments from the sector. A subscription costs £12 a month, or £120 for one year with a two week free trial.

282: Jim Mellon


0:00:24 – Introduction
0:00:49 – The Trump administration and volatility
0:07:36 – Reacting to a potential crisis
0:10:51 – The investment approach
0:16:31 – A short break
0:17:37 – Luck or skill in investment success
0:20:52 – Looking at Germany
0:24:46 – Reinforcing the UK stock market
0:26:36 – Other activities
0:31:19 – Close
Recorded on 09 June 2025.

283: Andrew McHattie


0:00:24 – Introduction
0:00:38 – Global shocks
0:03:00 – Coming to terms with the Trump regime
0:05:06 – Investment trusts – commercial property
0:05:31 – PRS REIT (PRSR)
0:09:44 – Empiric (ESP)
0:13:28 – Property in general
0:15:21 – SDCL Energy Efficiency Trust (SEIT)
0:18:43 – Digital 9 Infrastructure (DGI9)
0:22:03 – A short break
0:23:10 – J.P.Morgan Indian Investment Trust (JII)
0:27:59 – Templeton Emerging Markets (TEM)
0:31:25 – Fidelity China Special Situations (FCSS)
0:34:39 – Worldwide Healthcare (WWH) and the healthcare and biotech sector
0:38:17 – Growth capital sector
0:41:59 – Schiehallion Fund (MNTN)
0:44:00 – Close
Recorded on 13 June 2025.
About Money Makers

We are an editorially independent research and publishing venture committed to providing high-quality investment information and resources. You can sign up below to be notified about the latest podcasts by email as soon as they become available.  Please note that the podcasts should not be regarded as personal financial advice, but are provided for information and background only. We are very grateful for your continued support and the enthusiastic response to our more than 280 podcasts in the five years since launch.

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.

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