Welcome to the

Master Investors Podcast

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 Magazine Editor-in-Chief James Faulkner gets to pick the brains of fund managers, CEOs, big shot investors and various other luminaries from the investing world, in order to get you – the private investor – up to speed with all the latest themes in what is a very fast-moving and exciting industry.

Evil Knievil

Ask Evil: Live Q&A webinar with Simon Cawkwell aka Evil Knievil

by James Faulkner | Episode 23 | 8 July 2020 | Length: 0:52:18

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.

Recent episodes

Evil Knievil

Ask Evil: Live Q&A webinar with Simon Cawkwell aka Evil Knievil

by James Faulkner | Episode 23 | 8 July 2020 | Length: 0:52:18

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.

Lord Lee of Trafford

Lord Lee’s five favourite small caps

by James Faulkner | Episode 22 | 18 June 2020 | Length: 0:19:39

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. 

Jim Mellon

Mellon on the Markets: June Update

by James Faulkner | Episode 21 | 6 June 2020 | Length: 0:29:42

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

James Faulkner

Jim Mellon

Charlotte Ransom

Investing in uncertain times: How to look after your money

by James Faulkner, Jim Mellon and Charlotte Ransom | Episode 20 | 20 May 2020 | Length: 0:56:20

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

James Faulkner

Jim Mellon

Victor Hill

James Ferguson

Counting the cost of Coronavirus: Will markets ever be the same again?

by James Faulkner, Jim Mellon, Victor Hill and James Ferguson | Episode 19 | 23 April 2020 | Length: 1:12:30

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.

Evil Knievil

Lockdown Radio with Evil Knievil

by James Faulkner | Episode 18 | 1 April 2020 | Length: 0:33:45

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

Niall Pearson

The View from the Trenches: Signs of life?

by James Faulkner | Episode 17 | 28 February 2020 | Length: 0:18:03

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.

John Bennett

Tom O’Hara

European Focus with John Bennett and Tom O’Hara

by James Faulkner | Episode 16 | 28 February 2020 | Length: 0:29:39

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.

Richard Wilson

Tim Levene

Fintech and the coming revolution in financial services

by James Faulkner | Episode 15 | 20 February 2020 | Length: 0:30:55

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.

Ben Lofthouse

Looking overseas for income with Ben Lofthouse

by James Faulkner | Episode 14 | 5 February 2020 | Length: 0:21:53

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.

Niall Pearson

The View from the Trenches: The year ahead

by James Faulkner | Episode 13 | 24 January 2020 | Length: 0:17:37

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.

Niall Pearson

The View from the Trenches: The shrinking IPO market

by James Faulkner | Episode 12 | 10 December 2019 | Length: 0:21:32

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.

Laura Foll

Taking the multi-cap approach with Laura Foll of Lowland Investment Company

by James Faulkner | Episode 11 | 2 December 2019 | Length: 0:20:14

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.

Lord Lee of Trafford

Making a million slowly with the UK’s first ISA millionaire

by James Faulkner | Episode 10 | 22 November 2019 | Length: 0:34:47

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. 

Job Curtis

53 years of dividend growth with Job Curtis

by James Faulkner | Episode 9 | 11 November 2019 | Length: 0:20:40

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

How to diversify and de-risk through alternative assets

by James Faulkner | Episode 8 | 26 September 2019 | Length: 0:25:07

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.

Jamie Ross

Uncovering the best European stocks with Jamie Ross

by James Faulkner | Episode 7 | 23 August 2019 | Length: 0:32:10

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.

Evil Knievil

Evil Knievil: the UK’s most infamous short-seller

by James Faulkner | Episode 6 | 15 August 2019 | Length: 0:28:57

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 Henderson

Hunting for opportunities with James Henderson

by James Faulkner | Episode 5 | 17 July 2019 | Length: 0:21:09

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.

Tim Price

Investing through the looking glass with Tim Price

by James Faulkner | Episode 4 | 19 June 2019 | Length: 0:38:04

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.

Mike Kerley

Looking East for income

by James Faulkner | Episode 4 | 4 June 2019 | Length: 0:23:34

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.

David Smith

UK stocks: Unloved and undervalued

by James Faulkner | Episode 2 | 21 May 2019 | Length: 0:20:35

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.

Jim Mellon

Searching for Money Fountains with Jim Mellon

by James Faulkner | Episode 1 | 14 May 2019 | Length: 0:27:59

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.

James Faulkner

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.

Want to be a guest?

Come onto the show

James Faulkner

James Faulkner

Editor in Chief

Meet the host

James drew on his love of investing to pursue a career in financial media at t1ps.com, then part of the Rivington Street Holdings group of companies. James quickly progressed to become the Editorial Director of Master Investor and is responsible for publishing our monthly e-magazine and daily bulletin.