Podcasts from Talking Money

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Jonathan Davis

Money Makers: How Warren Buffett learned to invest

Jonathan Davis
Original Broadcast:

Money Makers

Money Makers: How Warren Buffett learned to invest
In the latest Money Makers podcast, Jonathan Davis talks to prolific investment author Glen Arnold about his new book, The Deals of Warren Buffett, in which he analyses the early successes (and failures) of America’s most successful stock market investor. Why did the young Buffett, still learning his trade, buy the shares that he did, and what lessons did he take away from his experiences?
Guest:

Glen Arnold


Published:
Nigel Cassidy

Money Talks: How Risky is your Portfolio?

Nigel Cassidy
Original Broadcast:

Money Makers

Money Talks: How Risky is your Portfolio?
Smart investors know that risk and returns go hand in hand. But is the degree of risk you are exposed to appropriate for your time of life and investment goals? In his latest Money Talks podcast, Nigel Cassidy talks risk with Prof. Janette Rutterford of the Open University Business School, and David Miller, executive director and award-winning fund manager at Quilter Cheviot. Nigel discovers that financial risk covers far more eventualities than being defrauded or the impact of any future market meltdown. But equally, it seems just following your personal inclinations could make you overcautious with your investment decisions -- and seriously harm your future wealth.
Guests:

Prof. Janette Rutterford, David Miller


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Jonathan Davis

Money Makers: What The Investment Clock Is Telling Us To Do

Jonathan Davis
Original Broadcast:

Money Makers

Money Makers: What The Investment Clock Is Telling Us To Do
In the latest Money Makers podcast Trevor Greetham, responsible for multi-asset investment strategy at Royal London Asset Management, one of the UK’s biggest pension fund and with-profits investment firms, explains what is driving the firm’s current thinking and why he thinks the current bull market in equities could continue for another 1-2 years. Mr Greetham is a 25 year veteran of the investment business, and one of the UK’s higher profile strategists, having previously worked at Fidelity and Merrill Lynch. Topics covered include not just stocks and bonds, but Brexit, inflation, interest rates, annuities and pension drawdown.
Guest:

Trevor Greetham


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Jonathan Davis

Money Makers: The surprising attraction of Communist countries

Jonathan Davis
Original Broadcast:

Money Makers

Money Makers: The surprising attraction of Communist countries
In the latest Money Makers podcast, Jonathan Davis questions Andy Ho, manager of the largest UK-listed Vietnamese investment trust, about the reasons for the exceptionally strong performance of Vietnamese equities – and why the country has been described as being more capitalist than the United States, despite having a Communist government. Any investor with an interest in emerging markets should find this conversation full of interest.
Guest:

Andy Ho


Published:
Jonathan Davis

Money Makers: Can technology stocks go higher still?

Jonathan Davis
Original Broadcast:

Money Makers

Money Makers: Can technology stocks go higher still?
In the latest Money Makers podcast, host Jonathan Davis is joined by technology specialist Ben Rogoff, the lead manager of the Polar Capital Technology investment trust, which has given shareholders a total return of more than 200% over the last five years. With the likes of Amazon, Facebook, Apple and Netflix leading the markets higher, how much more is there still to come from these global IT stocks? Is there a danger of another TMT-style market crash or a regulatory kickback? And where are the most exciting prospects in other technology fields, such as gaming, robotics and artificial intelligence?

Published:
Simon Rose

Talking Money: The stocks that I like most today

Simon Rose
Original Broadcast:

Talking Money

Talking Money: The stocks that I like most today
In the latest Money Makers podcast, our series of in-depth conversations with leading professional investors, Jonathan Davis talks to experienced stockpicker Paul Mumford, who has been running what is now the £150m Cavendish Opportunities Fund, a small and midcap specialist, since 1988. Paul is also the author of a recently published book, The Stock Picker, which look backs entertainingly over the highs and lows of his 50-year career in the financial markets and explains why he is not too worried (yet) about Brexit, higher interest rates or Jeremy Corbyn becoming Prime Minister. He also discusses some of his favourite investment themes at present.

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Simon Rose

Talking Money: The hunt for UK companies that can compete globally

Simon Rose
Original Broadcast:

Talking Money

Talking Money: The hunt for UK companies that can compete globally
In the latest Money Makers podcast Jonathan Davis returns to talk to a fund manager whose multi-cap equity fund has the distinction, according to research by FE Trustnet, of having outperformed its benchmark in every rolling five year period since 2000 – one of only two funds out of several hundred in the UK All Companies sector to have done so. The fund manager in question is Richard Hallett, whose Marlborough UK Multi-Cap Growth fund, has as its name suggests the freedom to invest across the UK market spectrum, from the Footsie 100 index all the way down to AIM. The fund has returned more than 325% since 2000, when it was originally run by Giles Hargreave, and 295% since 2005 when Richard Hallett took it over. I last caught up with this fund manager just over a year ago, before the Brexit referendum.

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Simon Rose

Talking Money: No need to panic over Brexit or the market

Simon Rose
Original Broadcast:

Talking Money

Talking Money: No need to panic over Brexit or the market
In our latest Money Makers podcast Chris Sexton, Investment Director of Saunderson House, a fee-based wealth management firm, offers founder and editor Jonathan Davis his perspective on the outlook for markets, cautions against reading too much into media headlines and explains why investment returns are likely to be lower from here. Saunderson House specialises in providing financial planning and portfolio management services to private clients, including many lawyers, accountants and other City professionals.

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Simon Rose

Talking Money: What investors need to know about VCTs in 2017 Unicorn's

Simon Rose
Original Broadcast:

Talking Money

Talking Money: What investors need to know about VCTs in 2017 Unicorn's
In our latest Money Makers podcast we turn our attention to venture capital trusts, specialist investment vehicles which put investors’ capital to work in higher risk, early-stage businesses. VCTs, as they are known, offer significant potential tax benefits for those prepared to risk their money in this way. This year the marketing of VCTs has started earlier than normal. Why is that – and what else do potential investors need to know about the VCT market this year? Are the tax benefits worth the rewards? Chris Hutchinson, lead manager of the £150m Unicorn AIM VCT, the largest VCT specialising in AIM-listed companies, is the man on the other side of the microphone for this in-depth discussion.

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