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Money Makers

Jonathan Davis
Investment Trusts
Saba Capital
Private Equity
Interest Rates
Donald Trump
Corporate Governance
Inflation
Mergers and Acquisitions
UK Equity Market
Gold
Renewable Energy
Tariffs
Emerging Markets
Artificial Intelligence
Rachel Reeves
Trump Administration
Spacex
Baillie Gifford Shin Nippon
US Economy
U.S. Economy

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.

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Artwork for Money Makers

Latest Episodes

Almost exactly a year on from his last appearance, Ben Rogoff, manager of the Polar Capital Trust (PCT) joins this edition of the Money Makers Investment Trusts Podcast, with host Jonathan Davis (editor of the Investment Trusts Handbook and winner of... more

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In this edition of the Money Makers Investment Trusts Podcast, Ashley Thomas, renewables infrastructure analyst at Winterflood Securities, joins Jonathan Davis, editor of the Investment Trusts Handbook (winner of the AIC Best Broadcast Journalist Awa... more

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In this special 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), is joined on stage at the Master Investor Show by Peter... more

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Steven Marshall, the founder, chairman, and managing partner of Cordiant Digital joins this edition of the Money Makers Investment Trusts Podcast, to discuss Cordiant Digital Infrastructure (CORD) including its recent progress and performance, cataly... more

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Recent Guests

Ben Rogoff
Manager of Polar Capital Technology
Polar Capital Technology
Episode: 332: Money Makers Investment Trusts Podcast - Ben Rogoff (09 May 2026)
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)

Host

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

Reviews

4.8 out of 5 stars from 164 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 Kingdom7 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 States2 years 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.

Top Business Podcasts

Talking Points

Recent interactions between the hosts and their guests.

332: Money Makers Investment Trusts Podcast - Ben Rogoff (09 May 2026)
Q: What are your thoughts on Mythos and the current AI risk landscape?
Mythos is viewed as a signal of scaling capabilities and the ongoing need to address AI backdoors and vulnerabilities; while it signals strong progress, it also underscores the importance of defenses as AI becomes more powerful and integrated into critical applications. The broader takeaway is that the frontier models, not commodity AI, will drive profits and that governance and risk management must evolve alongside rapid capability gains.
328: Money Makers Investment Trusts Podcast - with Andrew McHattie (18 Apr 2026)
Q: Can you explain the potential impact of Seraphim Space's planned C-share issue on investors?
The C-share issue could dilute current holdings temporarily but offers a fundraising route to expand, with two pools acting as separate entities until they merge, suggesting different risk/return profiles for short-term versus long-term investors.
330: Money Makers Investment Trusts Podcast - Master Investor Show with Peter Hewitt (29 Apr 2026)
Q: What is your view on NAV versus discount as drivers of returns in investment trusts, and which names look particularly attractive right now?
NAV performance is the dominant driver of returns over time; some trusts with strong NAV growth and favorable discounts can outperform, such as those with solid managers and sustainable cash flows, while being mindful of broader macro risks and sector-specific dynamics.
330: Money Makers Investment Trusts Podcast - Master Investor Show with Peter Hewitt (29 Apr 2026)
Q: Peter, if you were still managing money in turbulent times, how would you think about risk and strategy for investment trusts?
Take a medium-to-long-term view and avoid trying to time the market week-to-week; focus on NAV potential and the quality of the underlying holdings, while using discounts as a potential extra source of return when appropriate.
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.

Audience Metrics

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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. Many Happy Returns

How many episodes of Money Makers are there?

Money Makers launched 10 years ago and published 378 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. Ben Rogoff
2. Stuart Widdowson
3. Jasmine Yeo
4. Carlos Hardenberg
5. Adrian Brown
6. Tom Holl
7. Paul Fokes Davis
8. Ben Guest

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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