Master Investors Podcast

Recent episodes

The field of longevity has long been considered to be theoretical and one for the future, but that future is here now. The science of ketosis promises lucrative opportunities in a wide range of therapeutic areas, and the global keto market is expected to rise to $15 billion by 2027.

Juvenescence has brought together the leading experts in the ketone metabolism research field for a panel discussion on the revolution happening with ketones and the direction the research is leading the key players in this space. We cover how ketones can modulate fundamental aspects of human physiology, including glucose metabolism, brain function and heart health.

Juvenescence was founded with a mission to transform what aging means to the world. Science around aging is accelerating at an extraordinary pace so we’ve set out to further that science through a coalition of the best scientists, physicians and investors creating cutting-edge therapies and products that will empower people to chart their own path forward. Our company represents a modality-agnostic portfolio of therapies developed by seasoned drug developers augmented by machine learning. We have raised over $200MM to date and are organized around two major divisions: JuvRx (Drug Therapies) and JuvLife (NonRx IP-protected and clinically-studied food ingredients and dietary supplements).

Get the experts’ insights on the latest research and development, hear from our founders, Dr. Greg Bailey and Jim Mellon on the opportunity areas in the market.

Nicola Foulston is wanting to accelerate growth at professional services group RBG Holdings plc (AIM:RBGP). As the chief executive she is driving the business that has the “best in class of professional services” brought together in a platform.  Her aim is to add other niche brands that are specialists in their field while focussing on share price growth and the maintenance of the dividend and its yield.

Do we lean into inflation or panic? Commodity investment expert Simon Popple advises invest in areas that are going to go up in price.  Think fuel, think energy and think about the opportunities that some well-run mining companies will present to those not risk averse and those with the time to do their research.

Popple is founder of Brookville Capital, a service dedicated to educating about commodities, portfolio diversification and stock recommendations including Chalice Mining which has increased ’65 times’ since Popple’s endorsement.

In this podcast he shares his BRIDGE stock analysis technique, and belief that investors should ‘spend time in the market instead of timing the market.’ Simon also gifts viewers and listeners of this Master Investor interview with an inflation busting exclusive discount code to his weekly Brookville Capital Intelligence Report.

Download Simon’s presentation slides.

To save £100 on a yearly subscription of the “Brookville Capital Intelligence Report”, enter code – Master – when placing your order (you will have to click on the full amount and then enter this coupon code (which is highlighted in blue) before you enter your bank details. Then you get the discount and pay last year’s price (£445) rather than this year’s (£545)).

This deal is valid until 30 May 2022.

Please visit www.brookvillecapital.com to find out more.

Stephen Yiu, the manager of the Blue Whale Growth Fund, seeded in 2017 by Peter Hargreaves with £25 million of his own money, was a very popular speaker at the Master Investor show 10 days ago.

Jonathan Davis, our newest contributor, caught up with him with a series of follow-up questions about this year’s market sell-off and how the £960 million fund is responding to the challenges it poses.

Jonathan Davis and Charlie Morris, founder and CIO of ByteTree Asset Management, discuss the outlook for equities, precious metals and crypto-currencies in the wake of the Ukraine invasion.

Jonathan Davis is the editor of the Investment Trusts Handbook and a regular contributor to Master Investor – catch him at the Master Investor Show this year. Charlie Morris, former Head of Asset Allocation at HSBC, has taken a special interest in analysing and modelling the behaviour of gold and bitcoin for more than a decade.

Sarah Lowther interviews the CEO and CFO of Northcoders Group PLC, Chris Hill and Charlotte Prior to find out more about their growth plans, business model and what they are doing with the money raised from their 2021 IPO.

Sarah Lowther is joined by Derren Nathan of Hybridan who describes the advances being made in Fintech, and the companies engineering the industry’s progress.

Tax-free investments specialist Alex Davies, founder of the Wealth Club, tells Jonathan Davis why Venture Capital Trusts are pulling in record sums from savvy investors this year.

Following a strong year, are Smiths News Group shares now undervalued? Sarah Lowther interviews CEO, Jon Bunting and CFO, Paul Baker.

2021 was a bumper year for IPOs, with Microlise Group PLC one of the most promising. Sarah Lowther interviews CEO, Nadeem Raza and CFO, Bill Wynn about the performance and the future of the business.

2022 promises to be an ‘interesting’ year for investing. This webinar addresses the major themes and assesses how investors can make the most out of the year ahead.

Sarah Lowther is joined by Victor Hill, Mark Watson-Mitchell and Jonathan Davis for a look at the major themes and opportunities that lie ahead.

SDI Group has enjoyed sustained growth with the pandemic seemingly unable to hold it back. Sarah Lowther speaks to CEO, Mike Creedon about cash generation and Covid-19.

Jonathan Davis interviews Martin Gilbert, founder of Aberdeen Asset Management and currently Chairman of both AssetCo PLC and Revolut (amongst others). Martin discusses his experiences with Aberdeen, the value being created by AssetCo and the state of the current economic cycle.

SulNOx Group is rapidly becoming the energy transition environmental stock to watch as its fuel conditioners, emulsifiers and stabilizers are adopted by more and more customers. CEO Ben Richardson explains to Sarah Lowther how its products make modes of transport from ships to the family car go further, faster and cleaner and how the company doesn’t require large sums of capital to progress to the next stage.

Michael Laurier, Group Chief Executive of Symphony Environmental Technologies Plc talks to Sarah Lowther about the company’s long quest creating solutions to eradicate the global plastic pollution crisis. He explains that while plastic is essential, the type of plastic used can be reconfigured to no longer pose a problem once its purpose has been fulfilled.

Sarah Lowther is joined by Derren Nathan of Hybridan to discuss the rapidly developing technology and industries surrounding the evolution of the hydrogen economy.

Cannabis has long been surrounded by stigma and misconceptions remain. However cannabis-related companies have now listed on the UK stock exchange and investors have exposure to the plant and its benefits.

Ahead of 2021’s Cannabis Europa London conference, Ed McDermott founder of Emmac Life Sciences and chief executive of Seed Innovations talks to Master Investor about cannabis’s corporate history and the multiple investment opportunities in the cannabinoid space.

Ahead of the Small Cap Awards, Tim Corcoran interviews the CEO of one of the nominees for ESG Company of the Year, Larry Zulch of Invinity Energy Systems Plc.

Sarah Lowther is joined by Stuart Fieldhouse (Armchair Trader) and Mark Watson-Mitchell (Master Investor) for a discussion of which small cap stocks look attractive and which are less appealing for private investors.

Following the historical low of 2019, public markets in the UK are experiencing something of a resurgence in IPO activity at present, with 2021 already exceeding the volume of IPOs in 2020. Strong investor demand combined with a greater range of listing options offered by the London Stock Exchange and the Aquis Exchange has made the prospect of going public more attractive to companies seeking growth and investment, but notable disappointments such as Deliveroo have demonstrated that successful floatations are not a given, mistakes can seriously hamper a floatation.

This insightful webinar examines the process, benefits and potential pitfalls for companies considering going public. A panel of experts in the legal, financial and logistical aspects of IPOs is sharing their valuable knowledge and experience and addressing the pressing questions of the businesses who may be considering this as an option for the future.

Jim Mellon answers your questions in a live webinar.

From the financial crisis, to biotech, and now longevity and clean meat, Jim Mellon is consistently ahead of the game when it comes to anticipating big structural trends – the money trees that can make investors a fortune.

Chief Economic Strategist of Netwealth, Gerard Lyons in discussion with Master Investor. Over a long career in the City, Gerard has demonstrated excellent foresight on the issues and themes that have driven economies and markets at home and globally. He has a long track record of calls, many non-consensus, that have proved right. What does he foresee now and what lies ahead for markets and investors over the next five years?

The man the Daily Mail dubbed “The King of the Short Sellers”, Evil Knievil (aka Simon Cawkwell) is Britain’s most feared bear-raider. A big man with a bigger reputation, Evil Knievil famously made £1 million by short selling shares in Northern Rock during its collapse. He also uses his knowledge and experience to buy shares, often resulting in the same devastating effect.

From the financial crisis, to biotech, and now longevity and clean meat, Jim Mellon is consistently ahead of the game when it comes to anticipating big structural trends – the money trees that can make investors a fortune.

Mark Brownridge, Director General at EISA and Fran O’Brien, Head of Clients & Investments at Syndicate Room explore and discuss the opportunities and challenges for private investors looking to take advantage of EIS and SEIS investments.

The Enterprise Investment Scheme (EIS) and Seed Enterprise Investment Scheme (SEIS) support the UK economy by encouraging the flow of private capital from taxpaying individuals to some of the country’s brightest companies.

In exchange for providing capital, investors are granted a series of generous tax reliefs by the UK government, helping them to mitigate the risks and enhance the returns that can be generated from investing in growing companies.

Building a Buy To Let business can be a great way to build sustainable wealth and mitigate risk. This discussion will give you a clear understanding of the most suitable Buy To Let fundamentals to use to achieve success in 2021 and beyond. It will cover current trends in the market as well as research on Buy To Let hot spots. This will allow you to understand the current market opportunities and how best you can utilise them.​

Jim Mellon has written Moo’s Law to provide the reader with the first-ever review of the entire alternative protein category, and the associated supply chain of meat, poultry, seafood and allied industries, and also goes a step further with his investment assessment of every leading company in this space. He is joined on this webinar with two of the leading authorities in the industry, Mark Post (Chief Scientific Officer, Mosa Meat) and Lou Cooperhouse (President & CEO of BlueNalu) for what promises to be an enlightening hour for both those familiar with the cellular agriculture sector and those who are new to the New Agrarian Revolution.

We are on the cusp of a revolution in our understanding of the causes and consequences of aging. As aging research gathers pace, this panel discussion brings together some of the leading experts in the field of gerontology to discuss the cutting edge scientific work being done to advance the fight against aging.

Join James Faulkner and veteran mining analyst John Cornford for a wide-ranging discussion and how-to guide for assessing small-cap mining stocks. 

The small-cap mining sector carries great allure for private investors by virtue of the sometimes enormous returns that are on offer for those lucky enough to find a winner. But for many investors, the sector can be nothing short of a minefield. 

All too often, investors pile into the next hot issue, just to see their holdings diluted in the next placing. For those who don’t come from a mining background, the industry jargon can be confusing and the broker research can be misleading. 

But having been an analyst himself, John knows exactly what to look out for when it comes to dissecting the target prices of brokers and research houses. 

In this podcast episode we’ll cover:

• Why so many PIs come a cropper in small cap mining sector
• Why brokers and research houses ’target prices’ should be taken with a pinch of salt
• How to value mining companies – what is the NPV and how is it constructed? 
• How to evaluate management

…and much more besides. 

 Jim Mellon answers your questions in a live webinar.

From the financial crisis, to biotech, and now longevity and clean meat, Jim Mellon is consistently ahead of the game when it comes to anticipating big structural trends – the money trees that can make investors a fortune.

In an exclusive webinar, Master Investor brings you Simon Cawkwell, aka Evil Knievil.

The man the Daily Mail dubbed “The King of the Short Sellers”, Evil Knievil (aka Simon Cawkwell) is Britain’s most feared bear-raider. A big man with a bigger reputation, Evil Knievil famously made £1 million by short selling shares in Northern Rock during its collapse. Evil now writes exclusively for Master Investor.

Evil discusses all things investing.

James Faulkner interviews Lord Lee of Trafford, the UK’s first recorded ISA millionaire. Lord Lee discusses the performance of his portfolio during lockdown and how his preference for reliable, established businesses where management have ’skin in the game’ sets him in good stead to weather the storm. Lord Lee also reveals his five favourite small caps stocks. 

The Master Investor himself Jim Mellon talks to James Faulkner about his latest investing activities and thoughts on the markets.

Topics covered include:

• Has the stock market rally gone too far too fast?
• Are gold and precious metals stocks a buy on the dip?
• Other commodity stocks of interest in an inflationary environment
• Clean meat and ‘Moo’s Law’
• The US election and Brexit

It is looking increasingly likely that Coronavirus will continue to affect us all for the short and, potentially, medium term. If that proves to be the case, investors should be prepared for a period of increased market uncertainty and volatility.

Join master investor Jim Mellon and Netwealth’s CEO Charlotte Ransom as they discuss:

• How investing during bear markets can be highly rewarding over the long run
• Strategies to deploy capital during volatile markets
• Cyclicals vs defensives
• Mental discipline and investor psychology

In this live webinar recording, James Faulkner hosts a lineup of some of the most insightful investment experts on the planet: Jim Mellon, James Ferguson and Victor Hill. The discussion delves into the coronavirus crisis and its implications for markets.

James Faulkner and legendary trader Evil Knievil discuss the recent sell-off and Evil reveals the biggest position in his portfolio right now. 

Welcome to the third episode of The View from the Trenches, the show where we give listeners the rundown on all the latest action right from the Heart of the City of London. In this episode, we discuss two new IPOs and some of the more interesting situations in the small cap space.

James Faulkner is joined by the managers of Henderson European Focus Trust. We discuss why Europe is a stock picker’s market, and why the continent is poised to become a world leader in what looks set to become one of the biggest markets on the planet.  

For UK investors. Capital at risk. For a full glossary of terms mentioned within this episode please visit www.janushenderson.com/ukpi/content/glossary.

Fintech special: James Faulkner is joined by Tim Levene of Augmentum Fintech and Richard Wilson of Interactive Investor to discuss the Fintech sector and its potential to massively disrupt traditional financial services. Fortunes will no doubt be made and lost in the process.

Today’s guest is Ben Lofthouse of Henderson International Income Trust. We’ll be talking about why investors should look further afield than the UK in their search for income, and we’ll also be taking a closer look at some of the investment themes that drive Ben’s approach to income investing.

For UK investors. Capital at risk. For a full glossary of terms mentioned within this episode please visit www.janushenderson.com/ukpi/content/glossary.

Welcome to the second episode of The View from the Trenches, the show where we give listeners the rundown on all the latest action right from the Heart of the City of London. In this episode, we discuss the market outlook for 2020 and the key themes that could dominate in the year ahead.

This episode is the first in a new series entitled The View from the Trenches. We’ll be giving listeners an insight into the markets from the vantage point of institutional stockbroker Hybridan. Each month, I’ll be joined by Hybridan Director Niall Pearson and we’ll be discussing all the latest market developments from the coal face in the City of London. The first episode looks at the slowdown in the IPO market and its implications for investors.

James Faulkner is joined by Laura Foll, co-manager of the Lowland Investment Company. Laura explains how she’s finding value across the market cap spectrum in the UK, with a more detailed look at some of the portfolio constituents.

Glossary

Gearing: A measure of a company’s leverage that shows how far its operations are funded by lenders versus shareholders. It is a measure of the debt level of a company. Within investment trusts it refers to how much money the trust borrows for investment purposes.

James Faulkner interviews Lord Lee of Trafford, perhaps the UK’s first ISA millionaire. Previously a minister in Margaret Thatcher’s government, Lord Lee is also a very successful private investor. His tendency towards investing in well run and often family owned businesses, where management have significant ’skin in the game’ has served him very well over the years. His first book, How to Make a Million Slowly, was recently followed up by Yummy Yoghurt, an introduction to investing for children. 

In this episode we’re joined by Job Curtis, the manager of City of London Investment Trust. We’re going to be talking about the outlook for UK dividends, and there’s probably nobody better placed to talk about this than Job, as City of London is one of the AIC’s dividend heroes, with 53 consecutive years of dividend growth under its belt.

For UK investors. Capital at risk. For a full glossary of terms mentioned within this episode please visit www.janushenderson.com/ukpi/content/glossary.

Alex Barr of Henderson Alternative Strategies Trust invests in a range of alternative assets, many of which wouldn’t normally be readily accessible to retail investors. We’ll be talking about why alternative assets are such a useful diversifier, especially in a bull market that’s looking pretty late cycle after ten years of rising share prices and we’ll also be taking a closer look at some of the portfolio constituents. 

For UK investors. Capital at risk. For a full glossary of terms mentioned within this episode please visit www.janushenderson.com/ukpi/content/glossary.

James Faulkner, editor of Master Investor Magazine, is joined by Jamie Ross, manager of Henderson EuroTrust to talk about why Europe is such an unloved destination for investors right now and why that’s throwing up some very interesting opportunities.

For UK investors. Capital at risk. For a full glossary of terms mentioned within this episode please visit www.janushenderson.com/ukpi/content/glossary.

James Faulkner interviews Evil Knievil, the man who made £1 million shorting Northern Rock. Evil discusses the recent market-sell-off, the gold price and a few stock-specific situations he finds interesting right now. 

James Faulkner speaks with James Henderson of Janus Henderson Investors about his long and distinguished career in fund management and how he spots investment opportunities for Henderson Opportunities Trust, one of three trusts that James manages.

For UK investors. Capital at risk. For a full glossary of terms mentioned within this episode please visit www.janushenderson.com/ukpi/content/glossary.

James Faulkner is joined by the well-known fund manager and market commentator Tim Price to discuss strategies to preserve wealth in an era of financial repression and central bank intervention in markets.

James Faulkner talks to Mike Kerley, manager of Henderson Far East Income Limited, about investing for income in Asia and the Far East. The conversation covers the ongoing trade war between the US and China, along with the particular attractions of Asian stocks for income investors, and a breakdown of Mike’s portfolio in terms of geography, sector and individual stocks.

For UK investors. Capital at risk. For a full glossary of terms mentioned within this episode please visit www.janushenderson.com/ukpi/content/glossary.

James Faulkner talks to David Smith, manager of Henderson High Income Trust, about the prospects for UK stocks against the backdrop of Brexit turmoil. The conversation covers valuations, the risks stemming from Brexit, the hunt for income, and how David is navigating the markets with his own holdings within the trust.

For UK investors. Capital at risk. For a full glossary of terms mentioned within this episode please visit www.janushenderson.com/ukpi/content/glossary.

Hi everyone and welcome to the Master Investors podcast. We’ve got a very special guest for you today. Jim Mellon is one of the most successful private investors in the UK and he’s developed a reputation for calling really big trends that have the potential to make investors a lot of money. Most recently he’s done this with biotech, which has had a phenomenal run over the past few years. But today we’re going to find out about where Jim is looking for his next money fountain, as he likes to call them. Here’s the interview and I hope you enjoy listening.

In this trailer for our brand new podcast series, James Faulkner, Master Investor’s Editor in Chief, outlines what you can expect from the show.