Money Makers

Weekly Investment Trusts Podcast - featuring Russell Napier and Max King (27 May 2023)

Informações:

Sinopsis

In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, is joined by financial historian and market strategist Russell Napier, chairman of Mid Wynd International Investment Trust (MWY), in part one of their recent conversation (part two follows next week). Jonathan also speaks to Max King, former investment trust fund manager at Investec. Section Timestamps: 01:05 - The markets this week 03:46 - Investment trusts news 11:21 - This week's results 15:15 - Money Makers Circle 15:42 - Noteable interim results 17:14 - Q&A with Russell Napier (Part 1) 17:43 - The Federal debt ceiling 27:15 - The debt burden 29:40 - The 2% inflation target 36:37 - The attractiveness of bonds going forward 37:31 - Q&A with Max King 37:40 - How the year is panning out 40:46 - The Bank of England's response to inflation 42:22 - The UK market 44:52 - The investment trusts sector 45:31 - Infrastructure and renewables 49:05 - Commercial property 50:59