Jonathan Davis, editor of the Investment Trusts Handbook, talks to Dr Sandy Nairn, executive director of the Global Opportunities Trust (GOT), and author of The End of the Everything Bubble. An extract of this full Q&A was included in last week's Money Makers Weekly Investment Trusts Podcast. We go one from talking about his views about the coming second and third legs of the current bear market to discuss how he is remoulding the investment trust to navigate these unusual market conditions. Disclosure: I am a shareholder in this trust and also collaborate with Sandy on his books and strat...
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In this week’s edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Nick Greenwood, manager of the Migo Opportunities Trust (MIGO), and Emma Bird, head of research at Winterflood Securities. Listeners can also hear an extract of Jonathan’s conversation with Sandy Nairn of the Global Opportunities Trust (GOT), a discussion available in full for subscribers to the Money Makers Circle (after Tuesday 28 March).
You can listen to this week’s podcast in full on the audio players below. Alternatively, you can subscribe and download it on most podcast channels including Soundcloud, Apple, Spotify, Stitcher and others.
If you enjoy the weekly podcast, you may also find value in joining The Money Makers Circle. This is a membership scheme that 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 regular features, the Circle features a profile of Harmony Energy Income Trust (HEIT). Next week, subscribers will be able to hear the full conversation with Sandy Nairn (available after Tuesday 28 March), and the Circle will feature a profile of JPMorgan Emerging Markets (JMG). A subscription costs £8 a month, or a modest £2 a week.
0:28 – Review of the week
01:23 – This week’s guests
02:38 – News and performance
06:32 – Money Makers Circle
07:06 – Summary of results
12:36 – Q&A with Nick Greenwood
29:48 – Q&A with Emma Bird
50:19 – Q&A with Sandy Nairn (Extract)
54:53 – Close
Trusts mentioned in this week’s podcast (with tickers) include:
About Money Makers
We are an 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 over 150 podcasts in the nearly three years since launch.
Disclosures about the editor’s personal holdings of investment trusts can be found here. Our podcasts are also available on the Association of Investment Companies website (www.theaic.co.uk) and Doceo (doceo.tv). The producer of the podcasts is the brilliant Ben Gamblin – more details on him here.
In a special edition of the Weekly Investment Trust Podcast which was recorded before the latest seismic political developments in 10 Downing Street, Jonathan Davis, the editor of the Investment Trusts Handbook, talks to Sandy Nairn, the manager and executive director of the Global Opportunities Trust (GOT) and author of The End of the Everything Bubble. Jonathan will be back from his holiday next week when the podcast will return in its usual format.
You can listen to this week’s podcast in full on the audio players below. Alternatively, you can subscribe and download it on most podcast channels including Soundcloud, Apple, Spotify, Stitcher and others.
If you enjoy the weekly podcast, you may also find value in joining The Money Makers Circle. This is a membership scheme that 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.
A subscription costs £8 a month, or a modest £2 a week.
00:17 – Introducing Sandy Nairn
03:01 – Money Makers Circle
03:33 – Next week
04:00 – Discussion with Sandy Nairn
34:41 – Close
About Money Makers
We are an 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 almost 130 podcasts in the more than two years since launch.
Disclosures about the editor’s personal holdings of investment trusts can be found here. Our podcasts are also available on the Association of Investment Companies website (www.theaic.co.uk) and Doceo (doceo.tv). The producer of the podcasts is the brilliant Ben Gamblin – more details on him here.
Jonathan Davis Stuart Watson's fund profile this weekend looks in depth at the trusts that have adopted an enhanced income policy, something that should not work in theory but seems to do so in practice, at least in some cases. My notes this week look at some aspects of bubbles.
The tyranny of FOMO You can prove almost anything with numbers, and the history of the stock market is littered with examples of pundits with an agenda to push, or funds with a plausible story to tell, attempting to do just that. Carefully massaged or manipulated data is everywhere to be seen and most investors are...
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