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The guys catch up on the rest of the week's results from Barclays, Debenhams and Inchcape, as well as the market reaction to Meta Platforms' latest update which sent the shares lower.

There's a lot more to come next week too, with results here from consumer groups Haleon, Reckitt and Unilever and the rest of the big banks HSBC, LLoyds, NatWest and Standard Chartered.

In the US there are also results from consumer stocks such as Altria, Coca-Cola, Colgate-Palmolive, Mondelez and Stabucks. 

However, the main focus is likely to be Big Tech, with the release of numbers from Amazon, Alphabet, Intel, Microsoft and SanDisk, so stay tuned!

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The chaps embark on their third pod in three days, picking up on results from Domino's, Genuit, Mulberry, Virgin Wines and Wickes among others.

There's also a recap of recent corporate activity, with Ashtead Technology agreeing a final cash offer of 615p per share, Plus500 making an acquisition in Brazil, Gulf Keystone agreeing a merger and International Biotechnology Trust receiving its ninth buyout this year, kudos to the managers.

Steve explains why the AI trade has been restored at least for now by results from Super Micro Computer and SpaceX, and looks forward to the rest of this week's earnings from IBM, LAM Research, Meta Platforms, Tesla and Texas Instruments.

Meanwhile, James looks ahead to earnings from 'romantasy' publisher Bloomsbury, motor dealer Inchcape and grocery firm Sainsbury's, and Ian flags Barclays' report on Thursday, with the shares languishing at a six-month low after a particularly poor Q3.

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In this special episode of the podcast, Steven and James are joined by Josef Licsauer, Investment Trust Research Analyst at Kepler Trust Intelligence. Josef will be joining the growth investing panel discussion at the Sharesify Wealth & Retirement Show on Friday 6 November.

Our special guest explains why discounts to NAV (net asset value) have narrowed across the investment trust sector with a helping hand from Saba. In addition, he highlights some leftfield trust options for investors seeking exposure to the exciting AI (artificial intelligence) theme.

Next up, Josef also tells our audience why small cap and emerging markets-focused trusts are currently friendless. Furthermore, our special guest lends us his view on the consolidation wave sweeping across the investment trust sector.

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In this special episode of the podcast, James and Ian are joined by Katen Patel, co-manager of the JPMorgan UK Small Cap Growth & Income Trust (LON:JUGI). The £430 million cap company is one of the best-performing trusts in the AIC’s UK Smaller Companies sector. Over the past decade, the trust has delivered a share price total return north of 200%.

Our special guest provides an overview of the key planks of JUGI’s successful investment process and why it is repeatable. Furthermore, Katen explains why this small cap trust offers exposure to FTSE 250 stocks. He also discusses the benefits of the upcoming combination with Aberdeen UK Smaller Companies Growth Trust (LON:AUSC).

Finally, Katen talks about the outlook for UK small caps. And the stock picker sets out the bull case for selective industrials as well as UK electricals leader Currys (LON:CURY).

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The guys get excited about Tesla's new 'flying' roadster ahead of the electric carmaker's results next week. They also look ahead to numbers from Barclays, Dominos, Meta, Netflix and Persimmon.

It's been a busy few days for funds and trusts with results from JPMorgan UK Smaller Companies Growth & Income, or JUGI for short. Manager Katen Patel comes on the podcast on Monday to talk about the trust's recent performance, so make a note in the diary.

Seraphim Space also posted FY results, with NAV doubling and as James points out broader outperformance across the portfolio. 

Finally, the guys discuss Nutshell Growth Fund, a quality growth vehicle with a differentiated approach which has seen it rack up top quartile performance in almost 90% of quarters since its inception.

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The team start this week's episode with results from UK IT resellers Bytes Technology and SoftCat plus Dutch chip equipment making giant ASML and ask are tech valuations now a headwind.

James runs through the latest updates from consumer firms Angling Direct, Marstons, Whitebread and Vertu, which like its peer Motorpoint is 'pedal to the metal' in terms of sales.

After solid results from Bellway and a return to positive net fee income growth at Michael Page and Robert Walters, the discussion turns to whether or not the low is in for the housebuilders and recruiters, or whether the jury is still out.

Finally there's a quick look ahead to updates from Seraphim Space Investment Trust, payments group Wise and consultancy group XPS Pensions.

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The team gets to grips with this week's results from Imperial Brands, Motorpoint and Tesco. There's also a shiny new IPO in the form of Airtel Money and updates from JPMorgan Global Growth & Income and Seraphim Space in the investment trust sector.

Steve outlines his trust picks to play the AI investment boom, as well as five stocks recommended by former Wedbush tech analyst Dan Ives.

Finally there's a look ahead to the start of the US bank reporting season, which kicks off on Tuesday with Citigroup, Goldman Sachs and JPMorgan Chase, and a preview of what to expect from Angling Direct, BP, Bytes Technology, Dunelm, Rio Tinto, SoftCat and Vertu.

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The team is back to full strength and discussing why US markets are at all-time highs. The answer is above-average earnings growth rather than multiple expansion, as Steve explains.

James runs through investment trust news, after Fidelity Emerging Markets doubled its investors' money and two US small-cap trusts agreed to merge. He also recaps the team's call this week with Olivia Markham, co-manager of BlackRock World Mining Trust.

Ian flags the six best stocks to meet Europe's climate change challenge, including ventilation group Volution which is due to update the market on Thursday. He also reveals the best-performing US stock of the last five years, up 2,200%, and it's not a tech company.

Finally, there's a reminder of tonight's free webinar featuring the managers of JPMorgan European Discovery Trust and EFJ Investments, and of next month's Wealth & Retirement with a special discount code for podcast listeners.

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With Steve sojourning in the south of Ireland, James and Ian discuss the performance of the FTSE 100 and FTSE 250 year-to-date. 

They also recap results this side of the pond from Filtronic, IG Group, Plus500, Topps Tiles, JD Wetherspoon and Youngs, plus the latest news from US blue chips Micron and NIKE.

James gives listeners an insight into the team's chat with Ailsa Craig and Marek Poszepcynski of International Biotech Trust, along with some of the key takeaways for investors looking at the healthcare sector.

The duo wrap up with a preview of next week's results from Constellation Brands, PepsiCo and Tesco, plus a film recommendation for the weekend.

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The guys walk through the latest updates from consumer stocks Card Factory, Greggs and Likewise, as well as forecast-beating numbers and raised guidance from cruise firms Carnival and Saga.

In M&A news, Liontrust's deal to buy Hawksmoor meets with a resounding thumbs up from the market while Vesuvius's silence over its year-long pursuit by RHI Magnesita raises plenty of questions.

Steve also talks through the coming $2 trillion IPO by AI leader Anthropic and what it might mean for other firms trying to list.

Looking ahead, there are results from US chipmaker Micron tonight and global sportswear brand NIKE tomorrow, plus updates from PZ Cussons, JD Wetherspoon and Tribal Group, currently embroiled in a takeover battle between its major shareholders.

Sharesify Team