Master Investors

Master Investors

By James FaulknerBusinessInvesting
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Master Investors episodes

  • As goes January, so goes the year. Will 2023 be a stormy one?
    Master Investor’s Sarah Lowther and Jonathan Davis discuss the investment themes that have started to materialise this year.
    With some equity market indices approaching or breaking through their 200 day moving averages, is this potentially a positive sign for the rest of 2023?
    Davis talks about the phenomenal success of passively managed funds over the past two decades, and names the active fund managers who deserve honourable mentions.
    Inflation in the UK is discussed. Will it return to the Bank of England’s 2% target and why is BOE Governor Andrew Bailey eating humble pie?
    And discover why Davis says this is the year that the trip to the US should be a vacation destination and the Western Isles shouldn’t.
    For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.
    18 min
  • Lingo: the blockchain driven vacation and real estate company
    Glen Goodman interviews Hassam-Moussa Rawat, Co-Founder and CEO of revolutionary blockchain start-up Lingo, to find out how Lingo is using blockchain technology to create a token which enables real estate investment to deliver vacation rewards.
    For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.
    50 min
  • Master Investor Sector Focus: Oil & Gas
    Sarah Lowther and Callum Macpherson, Head of Commodities at Investec, discuss the outlook for Oil and Gas investors.
    This was recorded as part of Master Investor’s Oil & Gas Webinar. For a full recording of the webinar please visit events.masterinvestor.co.uk.
    For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.
    14 min
  • 2023 will be more civilised as the retail investor makes a comeback
    Master Investor’s Sarah Lowther and Jonathan Davis tackle the stories and themes that defined the investment landscape of 2022 – a year that saw the return of double digit inflation and a war on the continent of Europe.
    The pair talk about the returns being made by investment trusts, the new wave of consolidation in the publishing industry, why you should worry if a company changes its name and whether we’re experiencing a short term or serious bear market and how investors can thrive regardless.
    For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.
    29 min
  • Is infrastructure still the answer?
    Phil Kent, manager of the  GCP Infrastructure investment trust, puts the case to Jonathan Davis in our latest professional investor Q and A. 
    For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.
    50 min
  • Auxico Resources: diversifying the supply chain in the massive critical elements market
    Auxico Resources (CSE:AUAG / OTC:AUXIF) is one of the few companies in the world selling monazite, the essential carrier mineral for rare earth elements deemed critical for economic security.
    CEO and President Frederick Kozak explains the rare earth elements carried by monazite include the very difficult ones to produce and pronounce, and those of the highest value including praseodymium, neodymium, terbium, and dysprosium.
    Kozak says Auxico’s contribution to the supply chain can help resolve what he calls an economic war with so many elements controlled and produced by the few.
    Via its sister company in the Democratic Republic of Congo, Auxico is diversifying the supply chain in a market that has 'massive demand'. At the same time, it is progressing a resource estimate for its Minastyc Property in Columbia and the processing of its tin tailings project in Brazil.
    For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.
    22 min
  • Q&A with Nick Train: UK Equities for the future? (Part 2)
    In the second part of this hour long two-part Q and A, Jonathan Davis and Nick Train, co-founder of Lindsell Train discuss bear markets, recent performance and why he is as passionate about UK quoted companies as ever.
    For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.
    25 min
  • Q&A with Nick Train: UK Equities for the future? (Part 1)
    In the first part of this hour long two-part Q and A, Jonathan Davis and Nick Train, co-founder of Lindsell Train discuss bear markets, recent performance and why he is as passionate about UK quoted companies as ever.
    For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.
    20 min
  • Master Investor Sector Focus: Going for Gold
    With global uncertainty has come a renewed interest in precious metals in general, and gold in particular.
    In this podcast episode, Sarah Lowther discusses the gold outlook with major investor, Jim Mellon.
    For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.
    30 min

About Master Investors

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Ever wish you could get the inside track from the real movers and shakers of the investment world? Well, look no further than the Master Investors podcast. In this exciting new series, Master Investor…