Master Investors Podcast

Recent episodes

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.