In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Ben Rogoff of Polar Capital Technology Trust (PCT) to discuss the rapidly evolving landscape of artificial intelligence including the emergence of DeepSeek, its impact on Nvidia, and the promise of Agentic AI.
This discussion was recorded on Thursday 08 May 2025.
*** Out now: The 2025 Investment Trusts Handbook ***
The Investment Trusts Handbook is an independent educational publication designed to provide investors with a handy annual reference book that summarises all you need to know about investment trusts. Now in its eighth year, the Handbook is a high-quality, full-colour hardback of more than 340 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. There is also a free e-book version you can read on a PC, tablet or smartphone, plus an audiobook version.
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Section Timestamps:
0:00:24 - Introduction
0:00:40 - The reaction to DeepSeek
0:10:46 - Volatility in the share price
0:12:49 - Activity since January
0:19:04 - The impact of the US tariff regime
0:26:12 - A short break
0:27:18 - Shareholder reaction to the last few months
0:29:29 - Potential for growth
0:34:59 - The importance of Agentic AI
0:46:11 - Close
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