Episodes

After years of cheap money and low interest rates, Master Investor's Jonathan Davis describes the year so far as a "reckoning postponed", and while he is gloomy about the markets he talks about the very much alive investment opportunities that exist. Greencoat UK Wind (LON:UKW) is one such opportunity. "It has an inflation linked yield commitment which it's going to keep", says Davis who explains that while there's a lot of issues around wind power, "that's actually a positive because the worse ...

The Artisanal Spirits Company (LON: ART) creates and sells what it describes as "outstanding limited edition whiskies and experiences around the world." It does so primarily through its Scotch Malt Whisky Society established some 40 years ago. Crucially, Artisanal is not a distillery or a primary producer. It buys from a huge range of distilleries and has just bottled from its 157th malt whisky distillery. Chief Executive Andrew Dane says Artisanal’s space within the global whisky market is in t...

In Conversation with Sam Volkering, Editor of The Crypto Handbook. The move towards more digital assets is “inevitable,” says Sam Volkering. The amount of physical cash in circulation in the U.K. is a mere 4% and society is becoming more comfortable with Bitcoin as a new form of money. With its many gatekeepers and administrative demands on users, traditional finance doesn’t work argues Volkering. Bitcoin on the other hand is a new democratised digital asset that is inclusive for everybody. It’s...

August 2023 saw ZOO Digital Group plc (LON:ZOO) updating investors about a fourth successive year of double digit revenue growth, margin improvement and record pre-tax profitability. The company provides services to the entertainment industry including large streaming companies and other organisations that create content such as feature films and TV series. With its proprietary cloud-based software 'ZOO' provides myriad services to its customers including subtitling and soundtrack dubbing which ...

As equity markets recover from the shocks of 2022, Jonathan Davis and James Harries of Troy Asset Management, manager of the STS Global Income and Growth trust, discuss the role that global equity income can play in delivering reliable medium term returns. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

Cerillion plc (LON:CER) is a growth stock. It's recognised as such by the many long-term ‘sticky' shareholders and by a city-respected panel who recently recognised founder and CEO Louis Hall as Executive Director of the Year. Hall owns more than 30% of the shares of the business that has seen "a quite steep rise in growth in share price within the last few years." That 'quite steep rise' is a seven-fold increase over the past five years. The company at a simplistic level provides enterprise sof...

In this month's Master Investor cogitation, Jonathan Davis and Sarah Lowther discuss whether the AIM market is suffering due to predictions of an impending Labour government and despite a plethora of bad news investor confidence is actually returning. Davis considers the plight of indebted U.K. water companies using the Warren Buffett analogy of "You know who's been swimming naked when the tide goes up." He also references the third-party casualties of those with exposure to those utilities. He ...

In times of turbulence, the right investment decisions can make all the difference. For our June podcast, Master Investor have partnered with Netwealth to help you navigate the uncertain economic landscape with confidence and maximise your investment potential. Master Investor’s Sarah Lowther is joined by Netwealth’s Gerard Lyons and Matt Conradi to share their expert insights and perspective on the volatile financial markets as well as the tools and resources you can use for your own wealth man...

With global uncertainty has come a renewed interest in the precious metal and we discuss the gold outlook with four companies in this space. On 24 May 2023, Master Investor hosted four gold companies with exciting projects in development to help keep our investors ahead of the curve. Participants: Charlie Morris, Founder and Chief Investment Officer at ByteTree.com Alexander Scanlon, CEO of Barton Gold Harry Anagnostaras-Adams, Executive Chairman of KEFI Gold + Copper Natalie Bellis, CEO of Seve...

In this month's Master Investor podcast, Sarah Lowther and Jonathan Davis disagree about the direction of the markets. Lowther, at a grass roots level, sees market sentiment on the up while Davis cites renowned financial strategist Russell Napier who errs caution due to the global accumulation of debt. Napier's thoughts are shared by United States Secretary of the Treasury Janet Yellen who suggests the U.S. government will run out of money at the beginning of June, and if that happens Davis says...

The electric vehicle economy is accelerating at full throttle, and as with all supply and demand there comes investment opportunities. Emily Liu, Associate Director of Research at Hybridan talks to Master Investor’s Sarah Lowther about the regulatory stimulus driving the sector and the companies assisting the transition to clean tech and net zero decarbonisation ambitions. Liu also talks about the recycling enterprises at the end of the value chain which are just as essential as the critical min...

In their monthly gossip about the markets and dominant actors puppeteering the investment stage, Master Investor’s Jonathan Davis and Sarah Lowther consider whether it’s worth following legacy advice about selling up in May and returning in October. May 2023 also coincides with the UK’s first royal coronation in seventy years, so will this noble event invigorate the market? Davis suggests the coming month might be dull unless China invades Taiwan when the advice would be 'it's better to panic ea...

Master Investor’s Jonathan Davis and Sarah Lowther talk about why March 2023 was a mega merger month, and why there’s so much consolidation in the broking sector and activity in the private equity space. Davis advises those with surplus income and the younger investor to consider venture capital trusts as they ‘essentially’ give investors tax breaks. “They are very risky,” says Davis, “but they do provide a very tax efficient alternative for higher risk, smaller company investment.” With predict...

Graham Rowan, Chairman of Beaufort Private Equity, interviews Jim Mellon ahead of the forthcoming Master Investor Show (this recording was made before the date of the show was changed to the 15th of April 2023 due to rail strikes). For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

Jonathan Davis talks to the manager of the highly regarded £3.5 billion Evenlode Income fund about the markets and his favourite UK stocks. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

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 Ban...

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.

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.

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...

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.

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 wh...

Tamer Ozmen is the founder and CEO of innovative contemporary art investment platform, Mintus. Jonathan Davis speaks with him to find out how it works and what is in it for investors. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

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.