Money Makers

In this extended edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook (winner of the AIC Best Broadcast Journalist Award) is joined by two guests. First, Peter Hewitt, former manager at the CT Global Managed Portfolio Trust, and then Carlos Hardenberg, lead manager at the Mobius Investment Trust, to discuss - amongst other things - the ongoing impact of the Iran War on financial markets and the investment trusts sector. These discussions were recorded on Wed 25 March (Carlos Hardenberg) and Fri 27 March (Peter Hewitt). Jonathan is now writing market and other comments on Substack (jdinvestor.substack.com), and for those of you who follow Money Makers on social media, two new channels are now available - TikTok (@moneymakers_its) and Bluesky (@money-makers.co). Do give us a follow! Section Timestamps: 0:00:24 - Introduction 0:00:44 - Peter Hewitt 0:00:49 - Looking at the markets 0:06:42 - Waiting for the dust to settle 0:12:43 - Discounts 0:17:58