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Money Makers

Jonathan Davis
Investment Trusts
Interest Rates
Private Equity
Law Debenture Corporation
UK Equity Market
Inflation
Alliance Trust
Commodities
Corporate Governance
Pension Funds
Healthcare Real Estate
Cost Disclosure Regulation
Investment Strategies
WTN
US Economy
S&P 500
Consumer Confidence
European Smaller Companies
Investment Performance
John Singer

Home of the free Money Makers Investment Trust Podcast with Jonathan Davis, covering the latest developments in investment trusts. Subscribe now on your favourite podcast app to make sure you catch every edition! Keep up-to-date with Money Makers via Twitter - @MoneyMakersITs - and visit the website for more details, including our premium service, the Money Makers Circle: www.money-makers.co.

PublishesWeeklyEpisodes356Founded9 years ago
Number of ListenersCategory
Business

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Artwork for Money Makers

Latest Episodes

In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the AIC Best Broadcast Journalist Award (2024 and 2025), is joined by Charlotte Cuthbertson and Tom Treanor, co-mana... more

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Due to a technical issue, the audio quality in this edition is a bit lower than normal, for which we apologise. -- In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of t... more

YouTube

In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the AIC Best Broadcast Journalist Award for two years running (2024 and 2025), is joined by Steven Tredget, partner ... more

YouTube

In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the AIC Best Broadcast Journalist Award for two years running (2024 and 2025), is joined by Joe Bauernfreund, lead m... more

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Recent Guests

Steven Tredget
Partner at Oakley Capital and expert in private equity investments
Oakley Capital
Episode: 308: Money Makers Investment Trusts Podcast - with Steven Tredget (06 Dec 2025)
Joe Bauernfreund
Manager of the AVI Global Trust.
AVI Global Trust
Episode: 307: Money Makers Investment Trusts Podcast - with Joe Bauernfreund (29 Nov 2025)
Jim Strang
Chairman of HG Capital Trust, private equity advisor, and educator at London Business School
HG Capital Trust
Episode: 306: Money Makers Investment Trusts Podcast - with Jim Strang (22 Nov 2025)
Geoffrey Hsu
Long-serving manager of Biotech Growth Trust with over 20 years of experience in biotech investing.
Biotech Growth Trust
Episode: 303: Money Makers Investment Trusts Podcast - The biotech sector (01 Nov 2025)
Ailsa Craig
Co-manager of International Biotechnology Trust, involved in biotech management for close to 20 years.
International Biotechnology Trust
Episode: 303: Money Makers Investment Trusts Podcast - The biotech sector (01 Nov 2025)
Woody Stileman
Head of the London office of RTW Biotech, managing the RTW Biotech Opportunities trust since its inception.
RTW Biotech
Episode: 303: Money Makers Investment Trusts Podcast - The biotech sector (01 Nov 2025)
Anthony Lynch
Portfolio manager for JP Morgan Claverhouse, focusing on UK equity income.
JP Morgan
Episode: 300: Money Makers Investment Trusts Podcast - with Anthony Lynch (11 Oct 2025)
Alastair Laing
CEO of CG Asset Management
CG Asset Management
Episode: 294: Money Makers Investment Trusts Podcast - with Alastair Laing (05 Sep 2025)
Richard Pindar
Co-founder and CEO of Literacy Capital
Literacy Capital
Episode: 293: Money Makers Investment Trusts Podcast - with Richard Pindar (30 August 2025)

Host

Jonathan Davis
Host of the Money Makers Investment Trusts Podcast, known for his insights and expertise in investment trusts. He elaborates on market dynamics in investment strategies, engaging various industry experts to provide listeners with valuable information.

Reviews

4.8 out of 5 stars from 157 ratings
  • An excellent source of up to date news and commentary

    I have been listening for about 6 months now and it has now become a dog walking staple. Jonathan has demystified the world of trusts and i also enjoy the perspective of his guests, albeit that some of them have an interest in pushing their particular trust. Over the last 2 years I have been gently increasing my pension pot exposure to trusts from open ended funds and to date this has been a positive move. But who knows what’s around the corner! I am also a subscriber and enjoy the additional re... more

    Apple Podcasts
    5
    Jono golf
    United Kingdom2 months ago
  • Brilliant podcast

    Fascinating and informative content. The format has changed from the early days and now majors on interviews with investment trust managers and analysts.

    Apple Podcasts
    5
    Richardvw63
    United Kingdoma year ago
  • KoЯn

    Is this Jonathan Davis from KoЯn

    Apple Podcasts
    5
    Sentent Eyeball
    United Statesa year ago
  • An excellent source of up to date news and commentary

    I have been listening for about 6 months now and it has now become a dog walking staple. Jonathan has demystified the world of trusts and i also enjoy the perspective of his guests, albeit that some of them have an interest in pushing their particular trust. I have been gently increasing my pension pot exposure to trusts from open ended funds and to date this has been a positive move. But who knows what’s around the corner! I am also a subscriber and enjoy the additional resources available on t... more

    Apple Podcasts
    5
    Jono golf
    United Kingdom2 years ago
  • AKS

    If you follow investment trusts, this podcast

    Is a must to listen to. News, education and insight. I learn something new every week.

    Apple Podcasts
    5
    Old git..
    United Kingdom2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the informative and in-depth insights provided on investment trusts, often highlighting the expertise of guests and the host's knowledge.
Many users report the podcast as a staple in their learning about investment trusts, emphasizing its importance in understanding the intricacies of financial markets.
The podcast is praised for its depth of knowledge and the authority of its hosts and guests, which resonates positively with the audience.
The engaging format allows for complex topics to be accessible for both new and seasoned investors, making it a valuable educational resource.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#86
United Kingdom/Business

Talking Points

Recent interactions between the hosts and their guests.

308: Money Makers Investment Trusts Podcast - with Steven Tredget (06 Dec 2025)
Q: What is your typical holding period and the returns you target?
Oakley Capital typically holds investments for just under four years, targeting a return of 2.5 times gross or 25% IRR net, with realized returns often exceeding those targets.
308: Money Makers Investment Trusts Podcast - with Steven Tredget (06 Dec 2025)
Q: What do you see as the key differentiating factors of Oakley Capital?
Steven Tredget highlights the founder focus and the pursuit of majority controlling stakes in small to mid-market businesses, as well as their ability to create outsize returns by investing in proven entrepreneurs.
303: Money Makers Investment Trusts Podcast - The biotech sector (01 Nov 2025)
Q: What does the future look like for drug pricing and its implications?
There's growing optimism with ongoing negotiations and deals, particularly between large pharma and the government, which may lead to more favorable drug pricing.
303: Money Makers Investment Trusts Podcast - The biotech sector (01 Nov 2025)
Q: Why have biotech trusts been so out of favor?
The biotech sector faced a bear market with reasons including rising interest rates, policy uncertainties, and previous overvaluations during the COVID period.
297: Money Makers Investment Trusts Podcast - with Bronwyn Curtis and Aza Teeuwen (27 Sep 2025)
Q: What are the risks associated with investing in asset-backed securities?
The risks include credit losses, although they are controlled risks due to regulatory protections.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About Money Makers

What is Money Makers about and what kind of topics does it cover?

Focused on the investment trust sector, this podcast features in-depth interviews and discussions centered around the latest developments, market conditions, and investment strategies. It hosts an array of expert guests, including fund managers and industry analysts, who share insights into topics such as private equity, biotechnology, and global financial trends. Each episode provides listeners with informative content designed to cater to both new and seasoned investors, emphasizing a comprehensive understanding of investment trusts and their implications in varied economic landscapes. The engaging format and expert perspectives make it a compelling resource for anyone interested in mastering the complexities of investment trusts.

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How many listeners does Money Makers get?

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Which podcasts are similar to Money Makers?

These podcasts share a similar audience with Money Makers:

1. Investors' Chronicle
2. On The Money
3. Merryn Talks Money
4. AJ Bell Money & Markets
5. Many Happy Returns

How many episodes of Money Makers are there?

Money Makers launched 9 years ago and published 356 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Money Makers?

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Where can I see ratings and reviews for Money Makers?

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What guests have appeared on Money Makers?

Recent guests on Money Makers include:

1. Steven Tredget
2. Joe Bauernfreund
3. Jim Strang
4. Geoffrey Hsu
5. Ailsa Craig
6. Woody Stileman
7. Anthony Lynch
8. Alastair Laing

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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