Money Makers

Weekly Investment Trust Podcast with Jonathan Davis (22 Oct 2022)

Informações:

Sinopsis

In a special edition of the Weekly Investment Trust Podcast which was recorded before the latest seismic political developments in 10 Downing Street, Jonathan Davis, the editor of the Investment Trusts Handbook, talks to Sandy Nairn, the manager and executive director of the Global Opportunities Trust (GOT) and author of The End of the Everything Bubble. Section Timestamps: 00:17 - Introducing Sandy Nairn 03:01 - Money Makers Circle 03:33 - Next week 04:00 - Discussion with Sandy Nairn 04:06 - The End of the Everything Bubble 07:38 - How bad can things get? 09:33 - The increase in debt 11:06 - The Federal Reserve 13:16 - Government bond yields 14:24 - The impact of politic pressures 16:56 - Why change the portfolio mandate? 21:40 - What would Templeton do? 25:30 - Self-managed trusts 26:59 - Understanding financial history 29:35 - The Crypto Bubble 31:41 - An optimistic outlook? 34:41 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers cir