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Money Makers

Money Makers

By: Jonathan Davis
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Summary
 Home of the free Money Makers Investment Trust Podcast with Jonathan Davis, covering the latest developments in investment trusts. Subscribe now on your favourite podcast app to make sure you catch every edition! Keep up-to-date with Money Makers via Twitter - @MoneyMakersITs - and visit the website for more details, including our premium service, the Money Makers Circle: www.money-makers.co.All rights reserved Economics
Episodes
  • 362: Andrew McHattie - Money Makers Investment Trusts Podcast (14 Nov 2026)

    362: Andrew McHattie - Money Makers Investment Trusts Podcast (14 Nov 2026)
    Nov 14 2026
    This week on the Money Makers Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and three times winner of the AIC's Best Broadcast Journalist award, is joined by Andrew McHattie, editor of the Investment Trusts Newsletter, for their regular discussion about the latest news and developments. This time their conversation includes the fallout from the resignation of Nvidia's long-standing CEO and what it means for the AI trade, the striking rotation back into quality growth highlighted by Finsbury Growth & Income's turnaround, and a round-up of corporate activity. This conversation was recorded on Friday 13 November. *** COMING SOON - The Investment Trusts Handbook 2027 *** Out 15 December - pre-order now: https://lnk.to/ITHB27 The Investment Trusts Handbook 2027 is the tenth edition of the highly regarded annual handbook for anyone interested in investment trusts – often referred to as the City's best-kept secret, or the connoisseur's choice among investment funds. It is expertly edited by well-known author and professional investor Jonathan Davis, founder and editor of the Money Makers newsletter and podcast. The next edition of the Handbook, an independent educational publication, is now in its final stages of preparation ahead of publication on 15 December. With articles by more than 20 different authors, including analysts, fund managers and investment writers, plus more than 80 pages of detailed data and analysis, it is an indispensable companion for anyone looking to invest in the investment trust sector. Order your copy now and be among the first to receive it. *** Timestamps 0:00:37 - Nvidia 0:04:24 - Finsbury Growth and Income 0:14:10 - Scottish Mortgage Trust (SMT) and Anthropic 0:19:21 - Gresham House Energy Storage (GRID) 0:25:50 - A short break 0:26:35 - River UK Micro Cap Ltd (RMMC) 0:31:34 - BlackRock Greater Europe (BRGE) 0:34:42 - Caledonian (CLDN) 0:38:00 - Schroder Income Growth (SCF) 0:41:24 - 3i Group (III) 0:44:08 - Syncona (SYNC) 0:48:04 - RTW Biotech Opportunities (RTW) 0:51:25 - Looking to the end of the year 0:53:25 - Close If you enjoy the weekly podcast, why not also try the Money Makers Circle? This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content every week, including interviews, performance data, links to third party research, market/portfolio reviews and regular comments from the editor. A subscription costs £12 a month or £120 for one year, with a two week free trial available for new subscribers. This week, as well as the usual features, the Circle features a profile of North American Income (NAIT). Future profiles include BioPharma Credit (BPCR) and Merchants Trust (MRCH). Our 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. For more information please visit https://money-makers.co/circle. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free for the foreseeable future. We are very grateful for your continued support and the enthusiastic response to more than 360 podcasts since we launched in 2020. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin - www.bgprofessional.co.uk
    Show More Show Less
    54 mins
  • 361: Charlie Morris - Money Makers Investment Trusts Podcast (07 Nov 2026)

    361: Charlie Morris - Money Makers Investment Trusts Podcast (07 Nov 2026)
    Nov 7 2026
    This week on the Money Makers Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and three times winner of the AIC’s Best Broadcast Journalist award, is joined by Charlie Morris of ByteTree Research. Their discussion, recorded before the results of the US midterm elections were known, includes: the unwinding of extreme market concentration; the then-upcoming US midterm elections, oil prices and bond yields; and portfolio positioning across defensive trusts, real estate and alternative assets. This conversation was recorded on Tuesday 03 November, before the results of the US midterm elections were known. *** COMING SOON - The Investment Trusts Handbook 2027 *** Out 15 December - pre-order now: https://lnk.to/ITHB27 The Investment Trusts Handbook 2027 is the tenth edition of the highly regarded annual handbook for anyone interested in investment trusts – often referred to as the City's best-kept secret, or the connoisseur's choice among investment funds. It is expertly edited by well-known author and professional investor Jonathan Davis, founder and editor of the Money Makers newsletter and podcast. The next edition of the Handbook, an independent educational publication, is now in its final stages of preparation ahead of publication on 15 December. With articles by more than 20 different authors, including analysts, fund managers and investment writers, plus more than 80 pages of detailed data and analysis, it is an indispensable companion for anyone looking to invest in the investment trust sector. Order your copy now and be among the first to receive it. *** Jonathan is now writing market and other comments on Substack (jdinvestor.substack.com), and for those of you who follow Money Makers on social media, two new channels are now available - TikTok (@moneymakers_its) and Bluesky (@money-makers.co). Do give us a follow! Timestamps 0:00:36 - Reflecting on this week's developments 0:03:40 - This week's guest 0:04:34 - The Investment Trusts Handbook 2027 0:06:48 - Charlie Morris 0:09:24 - Trump after the US Midterms 0:13:01 - The priority for an investment strategy 0:16:14 - A short break 0:16:59 - Bitcoin and Ethereum 0:20:25 - The model portfolios 0:25:44 - Currencies 0:27:19 - Close If you enjoy the weekly podcast, why not also try the Money Makers Circle? This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content every week, including interviews, performance data, links to third party research, market/portfolio reviews and regular comments from the editor. A subscription costs £12 a month or £120 for one year, with a two week free trial available for new subscribers. This week, as well as the usual features, the Circle features a profile of Pantheon Infrastructure (PINT). Future profiles include North American Income (NAIT) and BioPharma Credit (BPCR). Our 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. For more information please visit https://money-makers.co/circle. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free for the foreseeable future. We are very grateful for your continued support and the enthusiastic response to more than 360 podcasts since we launched in 2020. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin - www.bgprofessional.co.uk
    Show More Show Less
    28 mins
  • 360: Richard Shepherd-Cross (CREI) - Money Makers Investment Trusts Podcast (31 Oct 2026)

    360: Richard Shepherd-Cross (CREI) - Money Makers Investment Trusts Podcast (31 Oct 2026)
    Oct 31 2026
    This week on The Money Makers Podcast, award-winning host Jonathan Davis (editor of the Investment Trusts Handbook and winner of the AIC Best Broadcast Journalist Award, now for three years running) is joined by Richard Shepherd-Cross, manager and founder of Custodian Property Income REIT (CREI), in a discussion including the contraction of the commercial property sector, the trust's acquisition of private property companies, and how now may be a good time to invest in real estate. Jonathan is now writing market and other comments on Substack (jdinvestor.substack.com), and for those of you who follow Money Makers on social media, two new channels are now available - TikTok (@moneymakers_its) and Bluesky (@money-makers.co). Do give us a follow! *** OUT NOW: The 2026 Investment Trusts Handbook *** Available to order from Harriman House: https://harriman-house.com/authors/jonathan-davis/the-investment-trusts-handbook-2026/9781804094358 The Investment Trusts Handbook 2026 is the ninth edition of the highly regarded annual handbook for anyone interested in investment trusts – often referred to as the City’s best-kept secret, or the connoisseur’s choice among investment funds. It is expertly edited by well-known author and professional investor Jonathan Davis, founder and editor of the Money Makers newsletter and podcast. It is available through bookshops and extensively online. The next edition of the Handbook, an independent educational publication, is now in preparation. With articles by 30 different authors, including analysts, fund managers and investment writers, plus more than 80 pages of detailed data and analysis, the latest edition is an indispensable companion for anyone looking to invest in the investment trust sector. *** Timestamps 0:00:37 - Introduction 0:01:36 - Comparing REITs to commercial property investment trusts 0:05:30 - Explaining commercial property consolidation 0:09:29 - Buying private property companies 0:22:17 - Dividend cover 0:23:47 - A short break 0:24:32 - Valuing commercial property investment trusts 0:32:50 - Who are commercial property investment trusts for? 0:38:17 - Choosing a commercial property sub-sector 0:41:32 - Quick questions on data centres and the UK budget 0:45:12 - Close If you enjoy the weekly podcast, why not also try the Money Makers Circle? This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content every week, including interviews, performance data, links to third party research, market/portfolio reviews and regular comments from the editor. A subscription costs £12 a month or £120 for one year, with a two week free trial available for new subscribers. This week, as well as the usual features, the Circle features a profile of Oakley Capital Investments (OCI). Future profiles include Pantheon Infrastructure (PINT) and North American Income (NAIT). Our 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. For more information please visit https://money-makers.co/circle. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free for the foreseeable future. We are very grateful for your continued support and the enthusiastic response to our 360 podcasts since launch in 2020. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin - www.bgprofessional.co.uk
    Show More Show Less
    46 mins
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