196.8K
Downloads
771
Episodes
Content for investors by investors . These are audio podcast versions of our videos. Sometimes slides are referred to, to view as videos go to www.piworld.co.uk
Episodes
Friday Jun 05, 2020
Friday Jun 05, 2020
Excellent investing insight from David on current valuations, how he’s played the COVID-19 markets to date, and where an investor can find income. Forthright views on sectors, funds and the economy, which make you think. Superb investing entertainment.
David’s career & investing background – 00:42
What are your views on the market strength? – 05:15
Where have you been investing since January to date? – 09:50
Opportunities & themes on David’s watchlist – 16:57
Renewable Energy – 21:13
Gold – 24:57
Income investments including retail bonds – 31:14
Structured products – 39:00
Q&A
Fundsmith and Lindsell Train Funds – 42:20
What are you views on housebuilders? – 43:28
Sectors to avoid? – 45:23
Where to find structured products? – 47:28
Recommended renewable fund – 48:11
Brexit investment strategy? – 51:13
Top publications for the retail investor – 52:52
Japanese fund – 55:03
Companies or Funds mentioned
Salesforce (NYSE: CRM), Spotify Technology (NYSE: SPOT), Microsoft (NASDAQ: MSFT), International Biotech Trust (IBT), Ryan Air (RYA), EasyJet (EZJ), Carnival Cruises (CCL), Scottish Mortgage IT (SMT); Melrose Industries (MRO); Gresham House Energy Storage Fund (GRID); Gore Street Energy Storage Fund (GSF) Polymetal International (POLY); Barra Resources (ASX: BAR); Foresight Energy LP; VT Gravis Infrastructure Fund
About David Stevenson
David has been writing the Adventurous Investor column for the FT for over a decade and is a columnist for MoneyWeek and Citywire. He’s also executive editor at www.etfstream.com and www.altfi.com. David’s blog: http://www.adventurousinvestor.com/
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.