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 Jon Ingram, co-manager of the J.P.Morgan European Discovery Trust (JEDT). Section Timestamps: 0:00:53 - This week's guests 0:01:58 - Review of the week 0:06:51 - Summary of results, corporate news and announcements 0:10:40 - Money Makers Circle 0:12:18 - A question to ChatGPT 0:12:48 - Coming up in future weeks and next week's interview 0:13:50 - Q&A with Jon Ingram 0:14:31 - Changes in how the trust will be run 0:17:40 - Distinctiveness of the trust 0:21:12 - Gearing 0:26:21 - The driver for extreme valuations 0:32:04 - The trust's universe 0:34:38 - The outlook for Europe 0:38:00 - Current weightings 0:40:43 - Technology in Europe vs the US 0:44:17 - AI in the research process 0:48:13 - Why now is a good time to look at the trust 0:49:33 - Close Trusts mentioned (with tickers) include: J.P.Morgan European Discovery Trus