Money Makers

In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Evy Hambro, manager of the BlackRock World Mining Trust (BRWM). Section Timestamps: 0:00:23 - The overall macro position 0:06:12 - AI and commodities 0:10:04 - The impact of the dollar 0:11:38 - A short break 0:12:33 - M&A activity 0:17:51 - Talking about the Trust (BRWM) 0:19:19 - Assumptions over the past two years that didn’t work out 0:22:48 - The dividend 0:24:47 - The share price and the discount 0:25:37 - Valuations 0:27:44 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook. T