Money Makers
Weekly Investment Trusts Podcast - Featuring Simon Edelsten and Richard Staveley (25 Feb 2023)
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 1:05:16
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Sinopsis
Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Simon Edelsten, manager at Mid Wynd International (MWY). Jonathan also spoke this week to Richard Staveley, lead manager at Rockwood Strategic (RKW), and the podcast features an extract of their conversation, available in full for subscribers to the Money Makers Circle. Section Timestamps: 0:00:29 - Introducing this week's guests 0:01:47 - Money Makers Circle 0:02:27 - Next week's guest 0:02:54 - The markets this week 0:04:12 - Corporate news and announcements 0:21:53 - Q&A with Simon Edelsten 0:09:26 - Reflections on the year just gone 0:13:41 - A new investment world and central bankers' views 0:17:02 - Japan, US and Europe currency rates, and currency movements 0:22:26 - Big technology stocks and valuations 0:32:49 - Looking at different regions 0:39:24 - The portfolio today compared to eighteen months ago 0:41:56 - Investment themes 0:45:04 - Th