Money Makers

In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, talks to Simon Barnard, manager of the Smithson Investment Trust (SSON), and Ewan Lovett-Turner, head of investment trust research at Numis Securities. We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 0:00:44 - This week's guest 0:01:25 - Review of the week 0:04:20 - Corporate news and announcements 0:09:06 - Money Makers Circle 0:10:02 - Summary of results 0:16:10 - Q&A with Simon Barnard 0:16:24 - The last seven months and where we are today 0:18:24 - The changing outlook for a recession 0:22:46 - The behaviour of the currencies and the impact on results 0:23:31 - Portfolio turnover 0:25:52 - Interest in AI 0:30:45 - Rightmove and the UK housing market 0:32:55 - Attractiveness of the UK market 0:34:05 - General message to shareholders 0:35:23 - Q&A with Ewan Lovett-Turner 0:35:34 - Discounts