Money Makers

In this week’s edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, talks to Ben Rogoff, manager of the Polar Capital Technology Trust (PCT). We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 01:00 - This week's guest 01:41 - Money Makers Circle 02:08 - Review of the week 06:16 - Corporate news and announcements 14:30 - Summary of results 16:21 - Q&A with Ben Rogoff 19:05 - What is generative AI? 23:49 - The expansion and use of AI capabilities 33:28 - Comparing to previous tech innovations 38:27 - What could derail AI? 41:28 - Fields that could be transformed 44:11 - A new lens by which to judge investments 47:27 - Close Trusts mentioned this week (with tickers): Round Hill Music Royalty Fund (RHM), Hipgnosis Songs Fund (SONG), Ecofin US Renewables (RNEW), US Solar Fund (USF), International Public Partnerships (INPP), GCP Infrastructure (GCP), RM Infrastructure In