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Money Makers

Latest episodes

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Dec 14, 2016 • 26min

Stephen Eckett on profiting from stock market anomalies in 2017

The Harriman Stock Market Almanac is an annual publication which is a must-read for all fans of stock market investing – it combines a mixture of some trivial but amusing anecdotes and facts about the stock market with some more interesting analysis of trends that recur each year and other kinds of anomalies: things that, theoretically at least, you can make some money out of if you are aware of them. In this podcast, Jonathan Davis speaks with Almanac editor and investor Stephen Eckett about several of these anomalies – and what investors can do to take advantage of them.
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Dec 12, 2016 • 37min

Talking Money: Paul Jourdan on where next for small cap investors

Paul Jourdan is the CEO of Amati Global Investors. With his colleagues, a team of three, he runs three funds that specialise in small-cap and unquoted stocks. In this podcast, Jonathan Davis asks Paul how where we are in the market cycle has affected small caps, what the impact of Brexit looks like, and what makes for an ideal small company from an investor's perspective.
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Dec 8, 2016 • 20min

Talking Money: John Kay takes the measure of Trump

The election of Donald Trump as American President took much of the world by surprise. By chance John Kay, the author and business economist, well known for his columns in the Financial Times, happened to be in New York when the result was announced. In the latest Money Makers podcast I asked him for his initial reactions to the outcome.
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Nov 16, 2016 • 39min

Talking Money: Joe Bauernfreund on value investing's comeback

Value investing has had a bad run, one of its worst in market history. Is that finally about to change? There are signs that a patient, long-term investing style based on finding cheap securities is finally starting to make a comeback. In the latest Money Makers podcast, Joe Bauernfreund, manager of the British Empire Trust, an investment trust closely associated with a value approach, explains why he thinks the recent revival has legs – and where he is currently finding the best bargains for his global equity portfolio.
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Nov 4, 2016 • 47min

Talking Money: Charlie Morris on gold and asset allocation

In this podcast, we turn our attention to gold, that most emotive of investment topics, derided by some as a “barbarous relic” and feted by others as a vital defence against inflation and the debasement of currency. Jonathan Davis is joined to discuss this always fascinating subject by the fund manager Charlie Morris, who in his day job, after 15 years at HSBC, now runs multi-asset portfolios for Newscape Capital and finds time to produce a regular free monthly commentary on gold called Atlas Pulse. After a wild ride that has seen gold rise from $400 an ounce in 2000 to a peak of $1,900 in 2012, it is now back trading in the $1,250 to $1,300 range. Is that good or bad value? How much gold should investors have in their portfolios? What is the best way to invest in it? Where is the price headed next? These are all questions that we discuss in this podcast. But we start with a more fundamental question. What is gold and how should investors set about thinking about it?
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Nov 4, 2016 • 36min

Talking Money: Peter Spiller's macro view of the markets

In this latest Money Makers podcast Jonathan Davis talks with Peter Spiller, who enjoys the distinction of being perhaps the longest continuously serving fund manager in the London investment trust sector. He has been managing the Capital Gearing Trust since 1982, over which time the trust has generated a compound annual return of 15% per annum, more than 4% better than the FTSE All-Share index over the same time frame. Put that another way, £1,000 invested at the outset would be worth £17,000 today.
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Oct 26, 2016 • 28min

Talking Money: Tim Price’s three ways to invest (2)

In this second of a two-part Money Makers podcast, Jonathan Davis continues his conversation with Tim Price, fund manager and market commentator and author of 'Investing Through the Looking Glass'. The topic under discussion is how best to invest your money in the unprecedented zero interest rate world in which we live – when bank deposits and government bonds, once the risk-free assets on which millions relied for income, yield next to nothing and central banks around the world are busy creating money left, right and centre in a desperate and so far not very successful attempt to breathe life back into their stuttering economies.
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Oct 26, 2016 • 17min

Talking Money: Tim Price on today’s dangerous times (1)

In the latest Money Makers podcast, Jonathan Davis talks to Tim Price, the fund manager and market commentator, well known for his contributions to MoneyWeek and The Spectator. The podcast breaks down into two parts. In this first part Tim, a private client investment manager for the past 20 years, puts forward his arguments for believing that the world is facing “the mother and father of financial accidents waiting to happen”, a theme he has expounded at length in a new book 'Investing Through The Looking Glass'.
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Oct 4, 2016 • 26min

Talking Money: Peter Warburton revisits Debt and Delusion

Dr Peter Warburton is one of the UK’s leading independent economists and author of an insightful and prescient book Debt and Delusion, first published in 1999, which argued that policymakers and investors alike were becoming complacent about the systematic buildup of debt across the global economy - a deepening problem that finally erupted with devastating consequences in the global financial crisis of 2008. Now eight years on from that crisis, he has revised and updated his research and in an exclusive interview discusses his latest findings.
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Jul 13, 2016 • 12min

Talking Money: Lee Gardhouse of Hargreaves Lansdown on Brexit

Lee Gardhouse is Chief Investment Officer at Hargreaves Lansdown as well as running a number of multi-manager funds at the firm. In this audio interview he talks with Jonathan Davis about the bright side of Brexit for equities, as well as how best to defend your portfolio from volatility in its wake and his take on recent property fund suspensions.

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