In a special edition of the Weekly Investment Trust Podcast which was recorded before the latest seismic political developments in 10 Downing Street, Jonathan Davis, the editor of the Investment Trusts Handbook, talks to Sandy Nairn, the manager and executive director of the Global Opportunities Trust (GOT) and author of The End of the Everything Bubble.
00:17 – Introducing Sandy Nairn
03:09 – Money Makers Circle
03:41 – Next week
04:07 – Discussion with Sandy Nairn
04:14 – The End of the Everything Bubble
07:46 – How bad can things get?
09:41 – The increase in debt
11:14 – The Federal Reserve
13:23 – Government bond yields
14:31 – The impact of political pressures
17:04 – Why change the portfolio mandate?
21:48 – What would Templeton do?
25:38 – Self-managed trusts
27:06 – Understanding financial history
29:43 – The Crypto Bubble
31:49 – An optimistic outlook?
34:48 – Close
Important disclaimer
This communication was produced and approved in October 2022 and has not been updated subsequently. The views expressed within are those of the author and no reliance should be placed on, the fairness, accuracy, completeness or correctness of the information or opinions contained herein.
This material should not be considered as advice or an investment recommendation. Global Opportunities Trust plc is a listed UK company. The value of its shares can fall as well as rise and investors may not get back the amount invested.
