Money Makers

In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Bruce Stout, manager of the Murray International Investment Trust (MYI). Also, while Jonathan is away in the Netherlands, Stuart Watson, author of the Money Makers Circle trust profiles, joins the podcast to bring a summary of the week's news and market movements. Section Timestamps: 00:29 - Introduction, this week's guest, and the Money Makers Circle 02:15 - This week's news and market movements with Stuart Watson 10:59 - Q&A with Bruce Stout 11:41 - Was 2022 a reckoning some time in the making? 17:06 - Are government bonds a dangerous alternative? 19:19 - Portfolio split between the US and the rest of the world 23:19 - Yield on the Trust and dividends 26:20 - The trust's portfolio 28:51 - Impact of the dollar 32:37 - China 35:38 - Sustainability of results over the coming few years 38:21 - The use of gearing 40:16 - Portfolio holdings 45:18 - No