Master Investors
Episodes
Bread, Bullion, and the Battle for Greenland: The Global Fault Lines of 2026
06 Feb 2026
Contributed by Lukas
February’s Global Economic Outlook ranges across a world under strain — and in transition. Victor Hill examines the brutal suppression of Iran’s...
2025: Funeral Diplomacy and Real-Time Geopolitics
14 May 2025
Contributed by Lukas
Donald Trump has passed his 100-days-in-office milestone with plenty of shock and awe bullets coming from the Oval Office. Has his administration boos...
After globalisation
09 Apr 2025
Contributed by Lukas
Wednesday, 9 April 2025, saw the U.S. impose a 104% tariff on China. Beijing retaliated and raised its levy on U.S. imports to 84%. Will this tit for ...
Jim Mellon in conversation with Wilfred Frost at Master Investor Show 2025
04 Apr 2025
Contributed by Lukas
Global Markets: What’s Next? A Deep Dive into Macroeconomics, Markets & Future-Proof Investment Ideas. Join Wilfred Frost, renowned News Anchor a...
Donald Trump's new world order: what it means for you
12 Mar 2025
Contributed by Lukas
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 o...
The first tumultuous month of the Trumpian tornado and its economic repercussions
12 Feb 2025
Contributed by Lukas
Financial economist Victor Hill dissects the flurry of executive orders that have defined the first few weeks of Donald Trump's second Presidential te...
2025 - The global economy and year-ahead end games
09 Jan 2025
Contributed by Lukas
2025 heralds the second Trump administration predicted to be transactional and strategic, but will it result in ceasefires relating to wars and econom...
Investing in the Age of Longevity 2024 – Greg Bailey
06 Dec 2024
Contributed by Lukas
Greg Bailey, Co-founder and Executive Chairman at Juvenescence, joins Phil Newman for a chat at Investing in the Age of Longevity 2024. Highlighting 2...
Investing in the Age of Longevity 2024 – Panel Discussion
21 Nov 2024
Contributed by Lukas
Kevin Slawin, M.D., Founder and CEO at Eos SENOLYTIX, Greg Bailey, Co-founder and Executive Chairman at Juvenescence, Deepankar (Deep) Nayak, CEO at D...
Can Labour's taxation and invest for growth mantra succeed in its promises?
07 Nov 2024
Contributed by Lukas
Invest. Invest. Invest. Taxation. Taxation. Taxation. Is this the mantra and the reality of the Labour government's first budget in almost fourteen ye...
Hercules Site Services forecasts £105m turnover milestone with further growth predicted
18 Oct 2024
Contributed by Lukas
Brusk Korkmaz is keen to stress that the company he started in his spare bedroom 16 years ago is very much the shareholders company now. The busine...
Onward Opportunities: Active investing at dawn and dusk
06 Aug 2024
Contributed by Lukas
Onward Opportunities Limited (LON:ONWD) was launched in March 2023 and just over one year later the investment company was crowned IPO of the Year at ...
Cavendish building a profitable platform in tough markets
22 May 2024
Contributed by Lukas
Created by the 2023 merger of finnCap and Cenkos Securities, Cavendish Plc's (LON: CAV) remit as the U.K.'s newest investment house is a large one. ...
Seraphim: pushing the frontiers of space tech investing
16 May 2024
Contributed by Lukas
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. ...
After a better-than-expected Q1, will the U.K. investment climate remain encouraging?
27 Mar 2024
Contributed by Lukas
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 ju...
EnSilica anticipates five years of aggressive growth
04 Jan 2024
Contributed by Lukas
EnSilica Plc's (LON: ENSI) aim is to be recognised as Europe's leading ASIC supplier. ASIC is the acronym for Application Specific Integrated Circ...
Trident Royalties aiming to continue 'blistering pace' of acquisitions
13 Dec 2023
Contributed by Lukas
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...
AI will be revolutionary for Cerillion and its customers
12 Dec 2023
Contributed by Lukas
In addition to expanding resources to accommodate its growing register of really large and regular customers, Cerillion PLC (LON:CER) has added Genera...
Diversification is the differentiator for Manx Financial Group
08 Dec 2023
Contributed by Lukas
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 aut...
Charting the Course: Navigating 2024 - A Financial Outlook
06 Dec 2023
Contributed by Lukas
In times of turbulence, the right investment decisions can make all the difference. Master Investor partnered with Netwealth to help you navigate the ...
Investing in the Age of Longevity 2023 – Discussion Panel Longevity Next
04 Dec 2023
Contributed by Lukas
Eleanor Davies, Dealflow Steward at VitaDAO, Alex Colville, Co-founder and General Partner at age1, and Patrick Burgermeister, Expert in Life science ...
Investing in the Age of Longevity 2023 – Discussion Panel Longevity Now
01 Dec 2023
Contributed by Lukas
Dr Richard Marshall CBE, CEO at Juvenescence, Bill Kapp, Co-founder and CEO at Fountain Life, and Jörg Rieker, Founding Partner at Maximon, join Phil...
2024: Better times ahead for investors
28 Nov 2023
Contributed by Lukas
Not only will the next 12 months be "fascinating" for investors, but according to investment trust authority Jonathan Davis, the UK stock market could...
Investing in the Age of Longevity 2023 – Greg Bailey
23 Nov 2023
Contributed by Lukas
Greg Bailey, Co-founder and Executive Chairman at Juvenescence, joins Phil Newman, Editor-in-Chief at Longevity.Technology, for a chat at Investing in...
2023 – A reckoning postponed with live investment opportunities
05 Oct 2023
Contributed by Lukas
After years of cheap money and low interest rates, Master Investor's Jonathan Davis describes the year so far as a "reckoning postponed", and while he...
Artisanal Spirits Company: maturing into a highly profitable premium spirits group
27 Sep 2023
Contributed by Lukas
The Artisanal Spirits Company (LON: ART) creates and sells what it describes as "outstanding limited edition whiskies and experiences around the world...
Bitcoin: A game changing technology for the world
14 Sep 2023
Contributed by Lukas
In Conversation with Sam Volkering, Editor of The Crypto Handbook. The move towards more digital assets is “inevitable,” says Sam Volkering. Th...
ZOO Digital in prime position to capitalise on new opportunities
14 Aug 2023
Contributed by Lukas
August 2023 saw ZOO Digital Group plc (LON:ZOO) updating investors about a fourth successive year of double digit revenue growth, margin improvement a...
Trustworthy income?
07 Jul 2023
Contributed by Lukas
As equity markets recover from the shocks of 2022, Jonathan Davis and James Harries of Troy Asset Management, manager of the STS Global Income and Gro...
Deal winning Cerillion targeting bigger contracts with bigger customers
05 Jul 2023
Contributed by Lukas
Cerillion plc (LON:CER) is a growth stock. It's recognised as such by the many long-term ‘sticky' shareholders and by a city-respected panel who rec...
Are gloomy times a good time to buy?
30 Jun 2023
Contributed by Lukas
In this month's Master Investor cogitation, Jonathan Davis and Sarah Lowther discuss whether the AIM market is suffering due to predictions of an impe...
Adapting to the New Normal: Investing in Volatile Times
28 Jun 2023
Contributed by Lukas
In times of turbulence, the right investment decisions can make all the difference. For our June podcast, Master Investor have partnered with Netwealt...
Master Investor Sector Focus: Going for Gold 2023
30 May 2023
Contributed by Lukas
With global uncertainty has come a renewed interest in the precious metal and we discuss the gold outlook with four companies in this space. On 24 ...
Is market sentiment emerging from the shadow of the global debt mountain?
26 May 2023
Contributed by Lukas
In this month's Master Investor podcast, Sarah Lowther and Jonathan Davis disagree about the direction of the markets. Lowther, at a grass roots level...
The Circular EV Revolution – a 360-degree investment opportunity
16 May 2023
Contributed by Lukas
The electric vehicle economy is accelerating at full throttle, and as with all supply and demand there comes investment opportunities. Emily Liu, ...
Is 'Sell in May' the right advice for coronation month?
27 Apr 2023
Contributed by Lukas
In their monthly gossip about the markets and dominant actors puppeteering the investment stage, Master Investor’s Jonathan Davis and Sarah Lowther ...
VCTs - tax efficient alternatives in uncertain times
31 Mar 2023
Contributed by Lukas
Master Investor’s Jonathan Davis and Sarah Lowther talk about why March 2023 was a mega merger month, and why there’s so much consolidation in the...
Jim Mellon meets Graham Rowan of Beaufort Private Equity
08 Mar 2023
Contributed by Lukas
Graham Rowan, Chairman of Beaufort Private Equity, interviews Jim Mellon ahead of the forthcoming Master Investor Show (this recording was made before...
Q and A with Hugh Yarrow: good vibes
03 Mar 2023
Contributed by Lukas
Jonathan Davis talks to the manager of the highly regarded £3.5 billion Evenlode Income fund about the markets and his favourite UK stocks. For mo...
Make investment decisions during the summer and not at the end of the financial year
28 Feb 2023
Contributed by Lukas
For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.
As goes January, so goes the year. Will 2023 be a stormy one?
31 Jan 2023
Contributed by Lukas
Master Investor’s Sarah Lowther and Jonathan Davis discuss the investment themes that have started to materialise this year. With some equity m...
Lingo: the blockchain driven vacation and real estate company
13 Jan 2023
Contributed by Lukas
Glen Goodman interviews Hassam-Moussa Rawat, Co-Founder and CEO of revolutionary blockchain start-up Lingo, to find out how Lingo is using blockchain ...
Master Investor Sector Focus: Oil & Gas
19 Dec 2022
Contributed by Lukas
Sarah Lowther and Callum Macpherson, Head of Commodities at Investec, discuss the outlook for Oil and Gas investors. This was recorded as part of M...
2023 will be more civilised as the retail investor makes a comeback
16 Dec 2022
Contributed by Lukas
Master Investor’s Sarah Lowther and Jonathan Davis tackle the stories and themes that defined the investment landscape of 2022 – a year that saw t...
Is infrastructure still the answer?
12 Dec 2022
Contributed by Lukas
Phil Kent, manager of the GCP Infrastructure investment trust, puts the case to Jonathan Davis in our latest professional investor Q and A. For...
Auxico Resources: diversifying the supply chain in the massive critical elements market
08 Dec 2022
Contributed by Lukas
Auxico Resources (CSE:AUAG / OTC:AUXIF) is one of the few companies in the world selling monazite, the essential carrier mineral for rare earth elemen...
The Art of Investing – Jonathan Davis interviews Tamer Ozmen, Founder and CEO of Mintus
16 Oct 2022
Contributed by Lukas
Tamer Ozmen is the founder and CEO of innovative contemporary art investment platform, Mintus. Jonathan Davis speaks with him to find out how it works...
Q&A with Nick Train: UK Equities for the future? (Part 2)
10 Oct 2022
Contributed by Lukas
In the second part of this hour long two-part Q and A, Jonathan Davis and Nick Train, co-founder of Lindsell Train discuss bear markets, recent perfor...
Q&A with Nick Train: UK Equities for the future? (Part 1)
04 Oct 2022
Contributed by Lukas
In the first part of this hour long two-part Q and A, Jonathan Davis and Nick Train, co-founder of Lindsell Train discuss bear markets, recent perform...
Master Investor Sector Focus: Going for Gold
27 Sep 2022
Contributed by Lukas
With global uncertainty has come a renewed interest in precious metals in general, and gold in particular. In this podcast episode, Sarah Lowther ...
Master Investor Sector Focus: Going for Gold
27 Sep 2022
Contributed by Lukas
With global uncertainty has come a renewed interest in precious metals in general, and gold in particular. In this podcast episode, Sarah Lowther ...
Master Investor Sector Focus: Going for Gold
27 Sep 2022
Contributed by Lukas
With global uncertainty has come a renewed interest in precious metals in general, and gold in particular. In this podcast episode, Sarah Lowther ...
Navigating moral hazard and maximising risk reward in the era of inflation
19 Aug 2022
Contributed by Lukas
Gone is the helicopter money. Gone is the quantitative easing that supported U.K. plc, the general public and retail investors. What is here is volati...
Navigating moral hazard and maximising risk reward in the era of inflation
19 Aug 2022
Contributed by Lukas
Gone is the helicopter money. Gone is the quantitative easing that supported U.K. plc, the general public and retail investors. What is here is volati...
Navigating moral hazard and maximising risk reward in the era of inflation
19 Aug 2022
Contributed by Lukas
Gone is the helicopter money. Gone is the quantitative easing that supported U.K. plc, the general public and retail investors. What is here is volati...
Q and A with Terry Smith: Boring or Roaring Twenties? (Part 2)
11 Aug 2022
Contributed by Lukas
In the second part of this hour long two-part Q and A Jonathan Davis and Terry Smith, manager of the index-busting Fundsmith Equity Fund, discuss the ...
Q and A with Terry Smith: Boring or Roaring Twenties? (Part 2)
11 Aug 2022
Contributed by Lukas
In the second part of this hour long two-part Q and A Jonathan Davis and Terry Smith, manager of the index-busting Fundsmith Equity Fund, discuss the ...
Q and A with Terry Smith: Boring or Roaring Twenties? (Part 2)
11 Aug 2022
Contributed by Lukas
In the second part of this hour long two-part Q and A Jonathan Davis and Terry Smith, manager of the index-busting Fundsmith Equity Fund, discuss the ...
Q and A with Terry Smith: Boring or Roaring Twenties? (Part 1)
04 Aug 2022
Contributed by Lukas
In the first part of this hour long two-part Q and A Jonathan Davis and Terry Smith, founder and CEO of Fundsmith, as outspoken as ever, discuss bear ...
Q and A with Terry Smith: Boring or Roaring Twenties? (Part 1)
04 Aug 2022
Contributed by Lukas
In the first part of this hour long two-part Q and A Jonathan Davis and Terry Smith, founder and CEO of Fundsmith, as outspoken as ever, discuss bear ...
Q and A with Terry Smith: Boring or Roaring Twenties? (Part 1)
04 Aug 2022
Contributed by Lukas
In the first part of this hour long two-part Q and A Jonathan Davis and Terry Smith, founder and CEO of Fundsmith, as outspoken as ever, discuss bear ...
London Technology Club: Jonathan Davis talks tech investment with Konstantin Sidorov
25 Jul 2022
Contributed by Lukas
It has been an eventful year so far for Tech Investing, Jonathan Davis find out what the LTC looks for and what they expect from the future. For mo...
London Technology Club: Jonathan Davis talks tech investment with Konstantin Sidorov
25 Jul 2022
Contributed by Lukas
It has been an eventful year so far for Tech Investing, Jonathan Davis find out what the LTC looks for and what they expect from the future. For mo...
London Technology Club: Jonathan Davis talks tech investment with Konstantin Sidorov
25 Jul 2022
Contributed by Lukas
It has been an eventful year so far for Tech Investing, Jonathan Davis find out what the LTC looks for and what they expect from the future. For mo...
D4t4 Solutions: The cash generative tech company with game-changing initiatives
22 Jul 2022
Contributed by Lukas
For 30 years tech company D4t4 Solutions Plc (LON:D4T4) has helped organisations get the best value from all their data assets. It's been recognised...
D4t4 Solutions: The cash generative tech company with game-changing initiatives
22 Jul 2022
Contributed by Lukas
For 30 years tech company D4t4 Solutions Plc (LON:D4T4) has helped organisations get the best value from all their data assets. It's been recognised...
D4t4 Solutions: The cash generative tech company with game-changing initiatives
22 Jul 2022
Contributed by Lukas
For 30 years tech company D4t4 Solutions Plc (LON:D4T4) has helped organisations get the best value from all their data assets. It's been recognised...
UK Small Companies Fund Manager of the Year – Alex Wedge of Liontrust talks to Jonathan Davis
20 Jul 2022
Contributed by Lukas
Liontrust’s microcap fund had a great year in 2021, significantly outperforming its benchmark and gaining 33.6%. Alex Wedge tells Jonathan Davis wha...
UK Small Companies Fund Manager of the Year – Alex Wedge of Liontrust talks to Jonathan Davis
20 Jul 2022
Contributed by Lukas
Liontrust’s microcap fund had a great year in 2021, significantly outperforming its benchmark and gaining 33.6%. Alex Wedge tells Jonathan Davis wha...
UK Small Companies Fund Manager of the Year – Alex Wedge of Liontrust talks to Jonathan Davis
20 Jul 2022
Contributed by Lukas
Liontrust’s microcap fund had a great year in 2021, significantly outperforming its benchmark and gaining 33.6%. Alex Wedge tells Jonathan Davis wha...
Open Orphan PLC – Aiming to deliver continued double digit growth
06 Jul 2022
Contributed by Lukas
Open Orphan PLC (AIM:ORPH) was the first contract research organisation (CRO) to conduct a Covid challenge trial, and in the words of chief executive ...
Open Orphan PLC – Aiming to deliver continued double digit growth
06 Jul 2022
Contributed by Lukas
Open Orphan PLC (AIM:ORPH) was the first contract research organisation (CRO) to conduct a Covid challenge trial, and in the words of chief executive ...
Open Orphan PLC – Aiming to deliver continued double digit growth
06 Jul 2022
Contributed by Lukas
Open Orphan PLC (AIM:ORPH) was the first contract research organisation (CRO) to conduct a Covid challenge trial, and in the words of chief executive ...
Bloomsbury Publishing: Highest ever sales and profit for the publisher that’s a joy to manage
29 Jun 2022
Contributed by Lukas
As it approaches its 36th birthday, Nigel Newton CBE the founder and chief executive of Bloomsbury Publishing PLC (LON:BMY), says the publisher has "...
Bloomsbury Publishing: Highest ever sales and profit for the publisher that’s a joy to manage
29 Jun 2022
Contributed by Lukas
As it approaches its 36th birthday, Nigel Newton CBE the founder and chief executive of Bloomsbury Publishing PLC (LON:BMY), says the publisher has "...
Bloomsbury Publishing: Highest ever sales and profit for the publisher that’s a joy to manage
29 Jun 2022
Contributed by Lukas
As it approaches its 36th birthday, Nigel Newton CBE the founder and chief executive of Bloomsbury Publishing PLC (LON:BMY), says the publisher has "...
TPXimpact Holdings PLC: An incredibly cash generative business blending autonomy with responsibility
16 Jun 2022
Contributed by Lukas
Neal Gandhi founded TPXimpact Holdings (AIM: TPX) with a mission to reduce, and eventually eradicate the bureaucracy that paralyses government program...
TPXimpact Holdings PLC: An incredibly cash generative business blending autonomy with responsibility
16 Jun 2022
Contributed by Lukas
Neal Gandhi founded TPXimpact Holdings (AIM: TPX) with a mission to reduce, and eventually eradicate the bureaucracy that paralyses government program...
TPXimpact Holdings PLC: An incredibly cash generative business blending autonomy with responsibility
16 Jun 2022
Contributed by Lukas
Neal Gandhi founded TPXimpact Holdings (AIM: TPX) with a mission to reduce, and eventually eradicate the bureaucracy that paralyses government program...
Is the bear market over?
13 Jun 2022
Contributed by Lukas
In our latest podcast, Mark Slater, founder of Slater Investments, and manager of the Slater Growth and Slater Recovery funds, talks bear markets and ...
Is the bear market over?
13 Jun 2022
Contributed by Lukas
In our latest podcast, Mark Slater, founder of Slater Investments, and manager of the Slater Growth and Slater Recovery funds, talks bear markets and ...
Is the bear market over?
13 Jun 2022
Contributed by Lukas
In our latest podcast, Mark Slater, founder of Slater Investments, and manager of the Slater Growth and Slater Recovery funds, talks bear markets and ...
ANGLE PLC – a small British company changing the world in cancer
07 Jun 2022
Contributed by Lukas
Andrew Newland founded ANGLE PLC (AIM:AGL) in 1994. Twenty-eight years on and his company has won FDA clearance for ANGLE's liquid biopsy Parsortix i...
ANGLE PLC – a small British company changing the world in cancer
07 Jun 2022
Contributed by Lukas
Andrew Newland founded ANGLE PLC (AIM:AGL) in 1994. Twenty-eight years on and his company has won FDA clearance for ANGLE's liquid biopsy Parsortix i...
ANGLE PLC – a small British company changing the world in cancer
07 Jun 2022
Contributed by Lukas
Andrew Newland founded ANGLE PLC (AIM:AGL) in 1994. Twenty-eight years on and his company has won FDA clearance for ANGLE's liquid biopsy Parsortix i...
CentralNic Group - fast-growing technology company with 'plenty of blue sky ahead'
01 Jun 2022
Contributed by Lukas
CentralNic Group PLC (AIM:CNIC) global operator and developer of software systems reports on its fantastic start to the year. Revenues were up 86% to ...
CentralNic Group - fast-growing technology company with 'plenty of blue sky ahead'
01 Jun 2022
Contributed by Lukas
CentralNic Group PLC (AIM:CNIC) global operator and developer of software systems reports on its fantastic start to the year. Revenues were up 86% to ...
CentralNic Group - fast-growing technology company with 'plenty of blue sky ahead'
01 Jun 2022
Contributed by Lukas
CentralNic Group PLC (AIM:CNIC) global operator and developer of software systems reports on its fantastic start to the year. Revenues were up 86% to ...
ENGAGE XR – Disrupting Global Communication
24 May 2022
Contributed by Lukas
David Whelan was stony broke after the 2008 financial crash, but after a €1,000 loan from his sister, and an investment into Oculus headsets he is n...
ENGAGE XR – Disrupting Global Communication
24 May 2022
Contributed by Lukas
David Whelan was stony broke after the 2008 financial crash, but after a €1,000 loan from his sister, and an investment into Oculus headsets he is n...
ENGAGE XR – Disrupting Global Communication
24 May 2022
Contributed by Lukas
David Whelan was stony broke after the 2008 financial crash, but after a €1,000 loan from his sister, and an investment into Oculus headsets he is n...
Investing in the Future of Longevity - the Ketone Chapter
18 May 2022
Contributed by Lukas
The field of longevity has long been considered to be theoretical and one for the future, but that future is here now. The science of ketosis promises...
Investing in the Future of Longevity - the Ketone Chapter
18 May 2022
Contributed by Lukas
The field of longevity has long been considered to be theoretical and one for the future, but that future is here now. The science of ketosis promises...
Investing in the Future of Longevity - the Ketone Chapter
18 May 2022
Contributed by Lukas
The field of longevity has long been considered to be theoretical and one for the future, but that future is here now. The science of ketosis promises...
RBG Holdings - A cash generative business which cherry picks best-in-class companies
11 May 2022
Contributed by Lukas
Nicola Foulston is wanting to accelerate growth at professional services group RBG Holdings plc (AIM:RBGP). As the chief executive she is driving the...
RBG Holdings - A cash generative business which cherry picks best-in-class companies
11 May 2022
Contributed by Lukas
Nicola Foulston is wanting to accelerate growth at professional services group RBG Holdings plc (AIM:RBGP). As the chief executive she is driving the...
RBG Holdings - A cash generative business which cherry picks best-in-class companies
11 May 2022
Contributed by Lukas
Nicola Foulston is wanting to accelerate growth at professional services group RBG Holdings plc (AIM:RBGP). As the chief executive she is driving the...
Commodities Investing: Lean into inflation, spend time in the market and research the fundamentals
06 May 2022
Contributed by Lukas
Do we lean into inflation or panic? Commodity investment expert Simon Popple advises invest in areas that are going to go up in price. Think fuel, thi...
Commodities Investing: Lean into inflation, spend time in the market and research the fundamentals
06 May 2022
Contributed by Lukas
Do we lean into inflation or panic? Commodity investment expert Simon Popple advises invest in areas that are going to go up in price. Think fuel, thi...
Commodities Investing: Lean into inflation, spend time in the market and research the fundamentals
06 May 2022
Contributed by Lukas
Do we lean into inflation or panic? Commodity investment expert Simon Popple advises invest in areas that are going to go up in price. Think fuel, thi...