There are plenty of ways in the Internet age to find out what other investors are thinking – blogs, articles, bulletin boards, videos and snippets from TV channels are two a penny. One gap that remains however, in my view, is a forum where you can debate in some depth current investment topics with leading professional investors and advisers in a relaxed and (crucially) non-commercial setting – the kind of thing that Radio 4 does so well in other disciplines.
That thought prompted me to start the Money Makers series of podcasts, in collaboration with the financial publishers Harriman House. Starting in autumn 2016, once a week I discuss the outlook for the markets and exchange investment ideas with a broad range of interesting professional investors – a mixture of fund managers, market analysts and media commentators. These free-to-air and editorially independent podcasts typically last around 30-45 minutes each. A separate series is dedicated to the investment trust sector.
To follow this series, and see a schedule of future podcasts, you can sign up for email updates either here or on the Money Makers site. I have also included links below to some podcasts from a few years ago that still have some interest today.
How does Mark Mobius see the outlook for investors in the light of the ongoing crisis in the Eurozone? You can find out by listening in to our latest audio interview, which can be downloaded from the Independent Investor website. Dr Mobius, who next year celebrates 25 years running the Templeton emerging markets funds business, discusses the threats and opportunities which the crisis has created. This is the first of a series of podcast interviews with leading professional investors and advisers. Others in the series include Jim Rogers, John Kay and Guy Monson.
Mark Slater, co-founder of Slater Investments, is one of the up and coming new generation of UK fund managers. His Slater Growth fund currently ranks as the best performing UK equity unit trust over one, three and five years, thanks mainly to a strong performance over the last two years, during which he has added further quantitative screening criteria to his original stockpicking methods. In this 40-minute audio interview, we discuss his methods, favourite stock picks and current cautious view on the market. (This item is for subscribers only).
Jim Rogers, co-founder of the Quantum Fund, pulls no punches in this on-the-record discussion with Independent Investor about the current global investment outlook. Topics covered include; China, the dollar,the debt crisis, commodities, gold and silver. Few market pundits talk more sense, or in a more accessible way. Read on to read on or listen to the interview as audio. Look out for more interviews with Jim Rogers in future.