Money Makers

In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Nick Greenwood, manager of the Migo Opportunities Trust (MIGO), and Emma Bird, head of research at Winterflood Securities. Listeners can also hear an extract of Jonathan's conversation with Sandy Nairn of the Global Opportunities Trust (GOT), a discussion available in full next week for subscribers to the Money Makers Circle. Section Timestamps: 00:28 - Review of the week 01:23 - This week's guests 02:38 - News and performance 06:32 - Money Makers Circle 07:06 - Summary of results 12:36 - Q&A with Nick Greenwood 12:57 - Comments on the volatile global situation 14:31 - Reasons for widening discounts 19:00 - The developments at Scottish Mortgage 22:47 - The portfolio 24:32 - China 25:57 - Commodities 28:00 - Japanese positions 29:48 - Q&A with Emma Bird 29:56 - The markets this week 30:54 - Scottish Mortgage Trust (SMT) 37:03 - The property sector 37:29 - CT