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Money Makers

Jonathan Davis
Investment Trusts
Interest Rates
Private Equity
Law Debenture Corporation
Inflation
UK Equity Market
Alliance Trust
Commodities
Pension Funds
Corporate Governance
Healthcare Real Estate
Cost Disclosure Regulation
Investment Strategies
WTN
US Economy
S&P 500
Consumer Confidence
European Smaller Companies
Investment Performance
Kenneth Mackenzie

Home of the free Money Makers Investment Trust Podcast with Jonathan Davis, covering the latest developments in investment trusts. Subscribe now on your favourite podcast app to make sure you catch every edition! Keep up-to-date with Money Makers via Twitter - @MoneyMakersITs - and visit the website for more details, including our premium service, the Money Makers Circle: www.money-makers.co.

PublishesWeeklyEpisodes374Founded10 years ago
Number of ListenersCategory
Business

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Artwork for Money Makers

Latest Episodes

Andrew McHattie is back for his regular monthly appearance in this edition of the Money Makers Investment Trusts Podcast, where he and host with Jonathan Davis, editor of the Investment Trusts Handbook (winner of the AIC Best Broadcast Journalist Awa... more

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In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook (winner of the AIC Best Broadcast Journalist Award 2024 and 2025) takes a look back over the past six years and where the investme... more

YouTube

In this anniversary edition of the Money Makers Investment Trusts Podcast which has now been running for six years, Jonathan Davis, editor of the Investment Trusts Handbook (winner of the AIC Best Broadcast Journalist Award 2024 and 2025) is joined f... more

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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 C... more

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Recent Guests

Stuart Widdowson
Manager of Odyssean Investment Trust
Odyssean Investment Trust
Episode: 327: Money Makers Investment Trusts Podcast - with Stuart Widdowson (11 Apr 2026)
Jasmine Yeo
Manager of the Ruffer Investment Trust
Ruffer Investment Company
Episode: 326: Money Makers Investment Trusts Podcast - with Jasmine Yeo and Charlie Morris (04 Apr 2026)
Carlos Hardenberg
Manager of the Mobius Investment Trust
Mobius Investment Trust
Episode: 325: Money Makers Investment Trusts Podcast - with Peter Hewitt and Carlos Hardenberg (28 Mar 2026)
Adrian Brown
Chairman of BlackRock Energy Resources Income
BlackRock
Episode: 324: Money Makers Investment Trusts Podcast - with Tom Holl and Adrian Brown (21 Mar 2026)
Tom Holl
Manager of the BlackRock Energy Resources Income trust
BlackRock
Episode: 324: Money Makers Investment Trusts Podcast - with Tom Holl and Adrian Brown (21 Mar 2026)
Paul Fokes Davis
Chairman of the management company that runs Nippon Active Value Fund (NAVF)
Nippon Active Value Fund / NAVF
Episode: 322: Money Makers Investment Trusts Podcast - with Paul ffolkes Davis (07 Mar 2026)
Ben Guest
Lead manager of the Gresham House Energy Storage Fund
Gresham House Energy Storage Fund
Episode: 321: Money Makers Investment Trusts Podcast - with Ben Guest (28 Feb 2026)
Nicholas Weindling
Experienced manager specializing in Japanese investment trusts
JP Morgan
Episode: 320: Money Makers Investment Trusts Podcast - with Nicholas Weindling (21 Feb 2026)
Gabriel Sacks
Lead manager of the Aberdeen Asia Focus Trust
Aberdeen Asset Management
Episode: 318: Money Makers Investment Trusts Podcast - with Gabriel Sacks (07 Feb 2026)

Host

Jonathan Davis
Host of investment-trust focused discussions featuring fund managers and industry experts.

Reviews

4.8 out of 5 stars from 163 ratings
  • An excellent source of up to date news and commentary

    I have been listening for about 6 months now and it has now become a dog walking staple. Jonathan has demystified the world of trusts and i also enjoy the perspective of his guests, albeit that some of them have an interest in pushing their particular trust. Over the last 2 years I have been gently increasing my pension pot exposure to trusts from open ended funds and to date this has been a positive move. But who knows what’s around the corner! I am also a subscriber and enjoy the additional re... more

    Apple Podcasts
    5
    Jono golf
    United Kingdom6 months ago
  • Brilliant podcast

    Fascinating and informative content. The format has changed from the early days and now majors on interviews with investment trust managers and analysts.

    Apple Podcasts
    5
    Richardvw63
    United Kingdoma year ago
  • KoЯn

    Is this Jonathan Davis from KoЯn

    Apple Podcasts
    5
    Sentent Eyeball
    United Statesa year ago
  • An excellent source of up to date news and commentary

    I have been listening for about 6 months now and it has now become a dog walking staple. Jonathan has demystified the world of trusts and i also enjoy the perspective of his guests, albeit that some of them have an interest in pushing their particular trust. I have been gently increasing my pension pot exposure to trusts from open ended funds and to date this has been a positive move. But who knows what’s around the corner! I am also a subscriber and enjoy the additional resources available on t... more

    Apple Podcasts
    5
    Jono golf
    United Kingdom2 years ago
  • AKS

    If you follow investment trusts, this podcast

    Is a must to listen to. News, education and insight. I learn something new every week.

    Apple Podcasts
    5
    Old git..
    United Kingdom2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Episodes balance governance, performance, and strategy for investors.
Listeners appreciate the in-depth, trust-focused approach and free accessibility of core content.
High-quality guests provide practical investment frameworks and market context.
Hosts deliver clear, expert insights with access to leading industry voices.
Some episodes lean toward governance-focused discussions which benefits professional listeners.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#97
United Kingdom/Business

Talking Points

Recent interactions between the hosts and their guests.

327: Money Makers Investment Trusts Podcast - with Stuart Widdowson (11 Apr 2026)
Q: You've mentioned the lack of liquidity in some of the stocks; does that mean you haven't made many significant changes to the portfolio over the last 18 months?
We do some rebalancing and have added opportunistic positions while averaging down where necessary; the emphasis has been on long-term holders and selective changes rather than broad, rapid shifts in the portfolio.
326: Money Makers Investment Trusts Podcast - with Jasmine Yeo and Charlie Morris (04 Apr 2026)
Q: How would you summarize the last year for the Ruffer Trust under Jasmine Yeo's leadership?
Last year was a positive year with double-digit NAV returns, driven by a mix of protective strategies and resilient growth assets, showing the portfolio could navigate meaningful volatility while preserving capital.
325: Money Makers Investment Trusts Podcast - with Peter Hewitt and Carlos Hardenberg (28 Mar 2026)
Q: How do you approach discounts and governance issues that have weighed on some trusts recently?
Monitor the sustainability of NAVs and management quality, recognize that discounts can widen due to sentiment, and look for boards willing to leverage buybacks or structural changes (like tender offers) to realign value, while staying focused on long-term performance rather than short-term sentiment.
325: Money Makers Investment Trusts Podcast - with Peter Hewitt and Carlos Hardenberg (28 Mar 2026)
Q: Given the current geopolitical backdrop, where do you see the best opportunities in investment trusts right now?
Opportunities appear in trusts with high active share, defensible business models, and meaningful discount levels. Infrastructure and renewables can offer stable yields, while selective EM and tech-related holdings tied to AI and data center demand offer upside if valuations normalize.
324: Money Makers Investment Trusts Podcast - with Tom Holl and Adrian Brown (21 Mar 2026)
Q: Could you summarize the key points you would make to shareholders in the continuation vote?
Adrian emphasized the three-legged, flexible strategy (energy, mining, energy transition), its five-year track record with strong absolute and relative returns, the ability to offer a competitive and stable yield, and the governance rationale for continuing the trust including discount management and reserve-based dividend smoothing.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
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Frequently Asked Questions About Money Makers

What is Money Makers about and what kind of topics does it cover?

This program focuses on investment trusts, governance, and market dynamics, often featuring fund managers, analysts, and industry commentators who share deep dives into trust performance, strategy shifts, and sector trends. Episodes frequently cover governance, valuation, capital structure, and regulatory developments, with a practical slant for investors and professionals tracking trusts, UK and global markets, and related asset classes. A notable strength is the consistent access to veteran managers and prominent industry voices, delivering actionable insights for portfolio decisions, governance considerations, and trust-level opportunities. Potential listeners include professional investors, advisers, and traders seeking in-depth trust-f... more

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Which podcasts are similar to Money Makers?

These podcasts share a similar audience with Money Makers:

1. Investors' Chronicle
2. On The Money
3. Merryn Talks Money
4. AJ Bell Money & Markets
5. MoneyWeek Talks

How many episodes of Money Makers are there?

Money Makers launched 10 years ago and published 374 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Money Makers?

Recent guests on Money Makers include:

1. Stuart Widdowson
2. Jasmine Yeo
3. Carlos Hardenberg
4. Adrian Brown
5. Tom Holl
6. Paul Fokes Davis
7. Ben Guest
8. Nicholas Weindling

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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