Money Makers
Weekly Investment Trusts Podcast - featuring James Carthew and Steven Tredget (11 March 2023)
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 1:01:34
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Sinopsis
In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to James Carthew, director of QuotedData, and Steven Tredget, partner at Oakley Capital, the managers of the Oakley Capital Investments trust (OCI). Section Timestamps: 0:00:29 - The week's news 0:04:36 - Introducing this week's guests 0:05:57 - Money Makers Circle 0:06:24 - Coming up next week 0:06:34 - Q&A with James Carthew 0:08:30 - Market sentiment 0:10:27 - Where will money be going? 0:12:32 - Results announcements 0:32:19 - Nick Greenwood's departure from Premier Miton 0:35:05 - Henderson Opportunities Trust (HOT) 0:38:47 - AIC Conference 0:43:30 - Close 0:43:44 - Q&A with Steven Tredget 0:45:08 - Valuation doubts 0:53:26 - Effectiveness of share buy backs 0:55:47 - Constraints around the availability of cash 0:58:12 - Direct holdings 1:00:41 - Close Trusts mentioned (with tickers): Oakley Capital Investments (OCI), MIGO Opportunities Trust (MIGO), F&C