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Money Makers

Money Makers

Jonathan Davis 385 episodes Nov 7, 2026

Money Makers is a podcast hosted by Jonathan Davis that focuses on investment trusts, covering the latest developments in the sector. The show provides insights and analysis for investors interested in closed-end funds. Listeners can subscribe to the free podcast and also access a premium service called the Money Makers Circle via the website. The podcast is active on Twitter under the handle @MoneyMakersITs.

Episodes

361: Charlie Morris - Money Makers Investment Trusts Podcast (07 Nov 2026)
361: Charlie Morris - Money Makers Investment Trusts Podcast (07 Nov 2026) Nov 7, 2026 28:08 This week on the Money Makers Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and three times winner of the AIC’s Best Broadcast Journalist award, is joined by Charlie Morris of ByteTree Research. Their discussion, recorded before the results of the US midterm elections were known, includes: the unwinding of extreme market concentration; the then-upcoming US midterm elections, oi
360: Richard Shepherd-Cross (CREI) - Money Makers Investment Trusts Podcast (31 Oct 2026)
360: Richard Shepherd-Cross (CREI) - Money Makers Investment Trusts Podcast (31 Oct 2026) Oct 31, 2026 46:02 This week on The Money Makers Podcast, award-winning host Jonathan Davis (editor of the Investment Trusts Handbook and winner of the AIC Best Broadcast Journalist Award, now for three years running) is joined by Richard Shepherd-Cross, manager and founder of Custodian Property Income REIT (CREI), in a discussion including the contraction of the commercial property sector, the trust's acquisition o
359: Money Makers Investment Trusts Podcast - Andrew McHattie (24 Oct 2026)
359: Money Makers Investment Trusts Podcast - Andrew McHattie (24 Oct 2026) Oct 24, 2026 42:10 Regular contributor Andrew McHattie, the editor of the Investment Trusts Newsletter, returns this week to the Money Makers Investment Trusts Podcast, with award-winning host Jonathan Davis, editor of the Investment Trusts Handbook and AIC Best Broadcast Journalist for three years running. Their discussion this time includes AIC research comparing investment trusts performance with their open-ended
358: Money Makers Investment Trusts Podcast - Craig Baker (ALW) and Richard Sennitt (SOI) (17 Oct 2026)
358: Money Makers Investment Trusts Podcast - Craig Baker (ALW) and Richard Sennitt (SOI) (17 Oct 2026) Oct 17, 2026 01:01:45 This week on The Money Makers Podcast, award-winning host Jonathan Davis (editor of the Investment Trusts Handbook and winner of the AIC Best Broadcast Journalist Award, now for three years running) is joined by Craig Baker, chairman of the Investment Committee at Alliance Witan (ALW), and Richard Sennitt, manager of Schroder Oriental Income (SOI). Jonathan is now writing market and other comment
357: Money Makers Investment Trusts Podcast - Nick Price and Chris Tennant (FEML) (10 Oct 2026)
357: Money Makers Investment Trusts Podcast - Nick Price and Chris Tennant (FEML) (10 Oct 2026) Oct 10, 2026 36:58 This week on The Money Makers Podcast, award-winning host Jonathan Davis (editor of the Investment Trusts Handbook and winner of the AIC Best Broadcast Journalist Award, now for three years running) is joined by the co-managers of Fidelity Emerging Markets (FEML), Nick Price and Chris Tennant, in a discussion including the fund's 99% recovery, short-selling strategies, and AI plus commodity outloo
356: Money Makers Investment Trusts Podcast - Tom Burnet and Kirsty Gibson (03 Oct 2026)
356: Money Makers Investment Trusts Podcast - Tom Burnet and Kirsty Gibson (03 Oct 2026) Oct 3, 2026 58:08 As Saba Capital takes aim once again at Baillie Gifford US Growth (ticker: USA), chairman Tom Burnet and co-manager Kirsty Gibson are this week's guests on the Money Makers Investment Trusts Podcast with Jonathan Davis (editor of the Investment Trusts Handbook and winner of the AIC Best Broadcast Journalist Award, now for three years running), where they discuss Saba's requisition at the upcoming
355: Money Makers Investment Trusts Podcast - Peter Hewitt (26 Sep 2026)
355: Money Makers Investment Trusts Podcast - Peter Hewitt (26 Sep 2026) Sep 26, 2026 42:43 Peter Hewitt, former fund manager, director at the AIC, and director at Odyssean, joins Jonathan Davis (editor of the Investment Trusts Handbook and winner of the AIC Best Broadcast Journalist Award 2024 and 2025) in this edition of the Money Makers Investment Trusts podcast, in a discussion including emerging markets, smaller companies, and renewables and infrastructure trusts. This discussion w
354: Money Makers Investment Trusts Podcast - Richard Staveley (RKW) (23 Sep 2026)
354: Money Makers Investment Trusts Podcast - Richard Staveley (RKW) (23 Sep 2026) Sep 23, 2026 46:10 In this edition of the Money Makers podcast, Jonathan Davis (editor of the Investment Trusts Handbook and winner of the AIC Best Broadcast Journalist Award 2024 and 2025) is joined by Richard Staveley, manager of Rockwood Strategic (RKW), in a discussion including the performance and investment approach of the Trust and its focus on UK small cap opportunities; market trends including the state of
353: Money Makers Investment Trusts Podcast - Alec Letchfield (HAN) (19 Sep 2026)
353: Money Makers Investment Trusts Podcast - Alec Letchfield (HAN) (19 Sep 2026) Sep 19, 2026 46:44 This week on the Money Makers podcast, Jonathan Davis (editor of the Investment Trusts Handbook and winner of the AIC Best Broadcast Journalist Award 2024 and 2025) is joined by Alec Letchfield, manager of the Hansa Investment Company (HAN), in a discussion including the trust's restructuring and governance, the investment strategy, and managing the wide discount. This discussion was recorded on
352: Money Makers Investment Trusts Podcast - Andrew McHattie (12 Sep 2026)
352: Money Makers Investment Trusts Podcast - Andrew McHattie (12 Sep 2026) Sep 12, 2026 44:46 This week on the Money Makers podcast, Jonathan Davis (editor of the Investment Trusts Handbook and winner of the AIC Best Broadcast Journalist Award 2024 and 2025) is joined by Andrew McHattie, the editor of the Investment Trusts Newsletter, returns to the podcast with his comments on the latest developments in the sector. This discussion was recorded on Fri 11 Sep 2026. Jonathan is now writing
351: Money Makers Investment Trusts Podcast - Angus Gordon Lennox (GSF) (08 Sep 2026)
351: Money Makers Investment Trusts Podcast - Angus Gordon Lennox (GSF) (08 Sep 2026) Sep 8, 2026 27:25 In this bonus edition of the Money Makers Investment Trusts podcast, Jonathan Davis (editor of the Investment Trusts Handbook and winner of the AIC Best Broadcast Journalist Award 2024 and 2025) is joined by Angus Gordon Lennox, chairman of Gore Street Energy Storage (GSF), who makes the case for voting down resolutions proposed by Saba Capital at the trust's upcoming AGM on 16 September. This di
350: Money Makers Investment Trusts Podcast - Omar Negyal (JEMI) (05 Sep 2026)
350: Money Makers Investment Trusts Podcast - Omar Negyal (JEMI) (05 Sep 2026) Sep 5, 2026 38:08 This week on the Money Makers podcast, Jonathan Davis (editor of the Investment Trusts Handbook and winner of the AIC Best Broadcast Journalist Award 2024 and 2025) is joined by Omar Negyal, lead manager of the JPMorgan Emerging Markets Dividend Income Trust (JEMI), for a discussion covering the trust's dividend-centred investment approach, the impact of the AI boom on emerging market technology s

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