Master Investors – Détails, épisodes et analyse

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Master Investors

James Faulkner

Business & Entrepreneuriat

Fréquence : 1 épisode/19j. Total Éps: 100

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.

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🇬🇧 Grande Bretagne - investing
30/07/2025
#71
🇬🇧 Grande Bretagne - investing
29/07/2025
#87
🇬🇧 Grande Bretagne - investing
07/04/2025
#93

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https://masterinvestor.co.uk/simon-popple-slides
1 partage
https://www.brookvillecapital.com
1 partage

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Jim Mellon in conversation with Wilfred Frost at Master Investor Show 2025

vendredi 4 avril 2025 • Durée 41:24

Global Markets: What’s Next? A Deep Dive into Macroeconomics, Markets & Future-Proof Investment Ideas. Join Wilfred Frost, renowned News Anchor at Sky News, in conversation with legendary investor and entrepreneur Jim Mellon at the Master Investor Show 2025. In this exclusive interview, Jim shares his sharp insights on the state of the US economy, upcoming political and market shifts, and how these developments are set to impact investors globally. They also explore emerging opportunities across asset classes and regions—from biotech to AI to alternative assets—offering actionable ideas and foresight into what the next big investment themes could be.

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Donald Trump's new world order: what it means for you

mercredi 12 mars 2025 • Durée 34:39

Donald Trump's 'new world order' may sound like a dystopian nightmare, but what impact are his flurry of executive orders and tariff policies having on the sleepless across the globe? Financial economist Victor Hill shares his insights with Master Investor's Sarah Lowther about how the U.S. President's administration is diminishing stock market performance and economic projections while cosying up to The Kremlin. Hill talks about 'Trump Whisperer' Keir Starmer and how the U.K. Prime Minister, his Chancellor of the Exchequer Rachel Reeves and Climate Change minister Ed Milliband are in precarious positions unlike Wes Streeting who is revolutionising the NHS with AI and data-led initiatives. No podcast is complete without an honourable Elon Musk mention and Hill outlines how the armies and mining geologists of the future may be transported to their destinations in Musk's SpaceX fleet. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

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Seraphim: pushing the frontiers of space tech investing

jeudi 16 mai 2024 • Durée 18:21

As the world's first listed space tech fund, Seraphim Space Investment Trust has a first mover advantage in a sector that is starting to get crowded. Private equity, sovereign wealth funds and climate-related funds are now appreciating what Seraphim had predicted years ago in that space tech provides the utilities required for sustainability, digitisation, climate protection and national defence. Managing director and chief executive Mark Boggett says with its 126 strong space tech company portfolio Seraphim is "the most prolific and most active investor in the space market". He talks about how economies are intrinsically linked to space related activities. "If you were to switch off the satellites", he says, "the loss to the U.K. over seven days would be $7 billion." Boggett says the industry globally is worth $450 billion a year, and a few of the companies in Seraphim’s portfolio have already achieved single digit billion dollar valuations and "there's plenty of scope for them to be valued in tens of billions and beyond during the course of the next few years and we believe that there is evidence they are heading in that direction". He and his team aspire to, and are accustomed to big numbers and big concepts. Chairman Will Whitehorn was a founding member of Virgin Galactic and advisor to Sir Richard Branson as was Seraphim’s Richard McCall. The roll call of entrepreneurial greats is a force that is strong within the company and includes Maureen Haverty, who was COO at space startup Apollo Fusion that was acquired for $145M. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

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After a better-than-expected Q1, will the U.K. investment climate remain encouraging?

mercredi 27 mars 2024 • Durée 22:42

With economic indicators suggesting the U.K. isn't in as dire a condition as predicted, inflation tamed and the possibility of an interest rate cut just who are the beneficiaries? In this Master Investor webinar, Jonathan Davis talks to Sarah Lowther about how a reduction in the Bank of England's base rate could provide a fillip to the stock markets as it offers relief to companies with stretched balance sheets and stimulates the property market. They discuss the perils of elevating fund managers into rock stars and unpick both the open-ended funds and investment trusts that are doing well and the renewables vehicles on course for a rebound. Davis calls out JP Morgan's Global Growth & Income Trust, Greencoat UK Wind and Bluefield Solar Income Fund as investments that have provided solid returns. "I wouldn't be surprised if you buy them and own them, you're going to get something like nine or ten percent compounded return over a period of years," says Davis who reminds investors that at the same time "You're doing something for the country. You're doing something for climate change." Davis suggests the second quarter of 2024 may not see an extension of the optimism that has buoyed UK markets so far this year. He does though encourage adopting a long-term strategy to combat any short-term frothiness in stock exchanges. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

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EnSilica anticipates five years of aggressive growth

jeudi 4 janvier 2024 • Durée 11:00

EnSilica Plc's (LON: ENSI) aim is to be recognised as Europe's leading ASIC supplier. ASIC is the acronym for Application Specific Integrated Circuits which helps the analog world marry with the digital. ASICs currently represent approximately seven percent of a silicon chip market forecast to grow to a trillion dollars by 2030. Within that space EnSilica customises ASICs for customers, and the bespoke benefits include better data security and supply chain resilience, which in a supply chain challenged world is a huge bonus. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

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Trident Royalties aiming to continue 'blistering pace' of acquisitions

mercredi 13 décembre 2023 • Durée 17:54

The fifteen acquisitions that Trident Royalties Plc (LON:TRR) has made in just over three years has been described as a "blistering pace" by its chief executive Adam Davidson. Positioned in the resource sector, Trident acquires royalties in mining companies, and in doing so is entitled to a percentage of generated revenue. "The mining royalty sector is not tiny,' says Davidson. "It's $80 billion in aggregate market cap of mining companies around the world." While other royalty companies focus mainly on gold, Davidson realised there was a gap in the market for "a multibillion-dollar market cap diversified mining royalty company that's got iron ore and copper and zinc as well as gold." Trident is building a pure diversified royalty business. This year it's made five acquisitions across copper, gold, silver, and mineral sands and Davidson is wanting to add nickel and zinc to the portfolio. "We're trying to come up with an index fund style exposure. You can get your exposure to real assets to mining commodities through your holding and Trident because we get a royalty exposure across the whole depth and breadth of the sector." With a robust register of institutional shareholders, the board is in alignment with its investors with directors buying shares when they can. The ultimate ambition according to Davidson is to build more scale within the portfolio and announce an inaugural dividend "when we can put in place a policy that's progressive." For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

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AI will be revolutionary for Cerillion and its customers

mardi 12 décembre 2023 • Durée 13:10

In addition to expanding resources to accommodate its growing register of really large and regular customers, Cerillion PLC (LON:CER) has added Generative AI into its product set which gives clients more tools to monetise existing infrastructure. "It's going to be revolutionary across the board", says founder and chief executive Louis Hall, and he should know. He's been with the billing, charging and customer relationship management software solutions provider for over two decades and has been quick to adopt and provide initiatives for customers looking for economical solutions that can be deployed quickly. "A task that might take a good product marketing person, a couple of days sometimes can be completed within minutes", says Hall who recognises that AI is just as useful a tool for Cerillion itself 'in terms of productivity in developing and maintaining software'. With the most recent figures showing record financial performance, the GenAI offering is one device dedicated to protecting Cerillion's long-term recurring revenue growth. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

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Diversification is the differentiator for Manx Financial Group

vendredi 8 décembre 2023 • Durée 20:12

Manx Financial Group PLC (LON: MFX) celebrated a financial services first in October 2023 when its Conister Bank became the first Isle of Man bank authorised to accept deposits in the United Kingdom. Chief executive Douglas Grant says being awarded a UK Branch Banking Licence demonstrated regulatory recognition of the company's "really transparent operating business model based on sound economics". Expansion of the group's overall model says Grant will come through diversification. It will come from organic growth, acquisition and backing management teams. "We've got almost like an incubator kind of theory", enthuses Grant who references an FX business the company backed from 'zero' which now "makes a million pounds a year for us". Depositors also have the company's back with Conister Bank passing on interest rate increases to its savers. While that magnanimous gesture resulted in corporate margin contraction, more importantly it made for happy customers. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

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Charting the Course: Navigating 2024 - A Financial Outlook

mercredi 6 décembre 2023 • Durée 20:48

In times of turbulence, the right investment decisions can make all the difference. Master Investor partnered with Netwealth to help you navigate the economic landscape with confidence and maximise your investment potential in 2024. Master Investor’s Sarah Lowther is joined by Netwealth’s Iain Barnes to share his expert insights and perspectives on the volatile financial markets as well as tools and resources you can use for your own wealth management going into 2024. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

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Investing in the Age of Longevity 2023 – Discussion Panel Longevity Next

lundi 4 décembre 2023 • Durée 29:29

Eleanor Davies, Dealflow Steward at VitaDAO, Alex Colville, Co-founder and General Partner at age1, and Patrick Burgermeister, Expert in Life science Investing at Kizoo Technology Ventures, join Phil Newman, Editor-in-Chief at Longevity.Technology, for a panel discussion at Investing in the Age of Longevity 2023. In their chat, participants outline the investment strategies and business models of their respective funds in the longevity sector, as well as their expectations for 2024. Investing in the Age of Longevity 2023 was held on 16 November 2023. The masterclass featured presentations from scientists and business leaders at the cutting edge of the field, giving participants the inside track on the latest aging-related discoveries and investment opportunities. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

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Master Investors – Détails, épisodes et analyse

Détails du podcast

Classements récents

Apple Podcasts

Spotify

Liens partagés entre épisodes et podcasts

Other2

Qualité et score du flux RSS

Historique des publications

Derniers épisodes publiés

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Podcasts Similaires Basées sur le Contenu

Podcasts Similaires Basées sur le Contenu

Other2

Apple Podcasts

Spotify