Money Makers

In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Tim Levene, CEO of Augmentum Fintech (AUGM), and Thomas McMahon, head of investment trust research at Kepler Partners. Jonathan's conversation with Tim Levene was conducted from a cafe and is therefore noisier than normal. We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 0:00:39 - This week's guests 0:02:03 - Review of the week 0:05:38 - Summary of results 0:07:08 - Money Makers Circle 0:07:40 - Corporate news and announcements 0:09:01 - Q&A with Tim Levene 0:09:11 - Progress over the past twelve months 0:12:45 - The impact of continuing wide discounts 0:16:41 - Share buybacks and cash reserves 0:19:43 - Suffering from the UK equity market 'disease' 0:26:15 - Exposure to AI 0:37:47 - Looking at the portfolio 0:41:20 - Q&A with Thomas McMahon 0:41:38