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Siltstone is a sedimentary rock composed primarily of silt-sized particles, typically with angular quartz grains and other minerals like feldspar and mica

SILTSTONE - Dub Session with a Dumb Ep. 22

"I'm alright. I'm alright. I'm alright...!"

Ponyphil Records - Der letzte Schrei (''Best Of'' - Male-Anal-Plug-Medley)

In this week’s edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Jon Ingram, co-manager of the J.P.Morgan European Discovery Trust (JEDT).


Section Timestamps:
0:00:53 - This week's guests
0:01:58 - Review of the week
0:06:51 - Summary of results, corporate news and announcements
0:10:40 - Money Makers Circle
0:12:18 - A question to ChatGPT
0:12:48 - Coming up in future weeks and next week's interview
0:13:50 - Q&A with Jon Ingram
  0:14:31 - Changes in how the trust will be run
  0:17:40 - Distinctiveness of the trust
  0:21:12 - Gearing
  0:26:21 - The driver for extreme valuations
  0:32:04 - The trust's universe
  0:34:38 - The outlook for Europe
  0:38:00 - Current weightings
  0:40:43 - Technology in Europe vs the US
  0:44:17 - AI in the research process
  0:48:13 - Why now is a good time to look at the trust
0:49:33 - Close


Trusts mentioned (with tickers) include: J.P.Morgan European Discovery Trust (JEDT), Allianz Technology (ATT), HgCapital Trust (HGT), Schroder Capital Global Innovation Trust (INOV), Literacy Capital (BOOK), CT Private Equity (CTPE), BlackRock World Mining (BRWM), BBGI Global Infrastructure (BBGI), Chelverton UK Dividend Trust (SDV), Third Point Investors (TPOU), PRS REIT (PRSR).


If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook.

There is no new fund profile this week while profile author Stuart Watson is away, but last week the Circle featured Ecofin Global Utilities and Infrastructure (EGL). Future profiles will include abrdn Asia Focus (AAS) and Smithson Investment Trust (SSON). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan’s latest thoughts and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website.

For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our more than 220 podcasts since launch.


You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk.

Produced by Ben Gamblin.

Money Makers: Talking Trusts

225: Weekly Investment Trusts Podcast - with Jon Ingram (31 Aug 2024)

Another practice set for sure. A little unfocused and it was slippery haha After listening to this set a couple times not only was it sloppy a lot of the track selections were pretty bad and the transitions not so great. ￼

Mostly tech house with a little dubstep in there!

After Hours Session FOUR

Pablo Kuzmanic - House III - Mix Set

01 Kruder & Dorfmeister - Lexicon [!K7] https://soundcloud.com/peterkruder https://soundcloud.com/drrichard
02 214 - Exposure to Winds [20:20 Vision] https://soundcloud.com/214_electro
03 Doc Martin, Blakkat - Amber Rox (Bushwacka! Electro Remix) [Oblong Records] https://soundcloud.com/sublevel-music https://soundcloud.com/blakkat https://soundcloud.com/bushwackaofficial
04 TB - Street Beat (Map.ache Remix) [Permanent Vacation] https://soundcloud.com/tb_permvac https://soundcloud.com/mapache12
05 Christian Smith - Pressure Drop [Tronic] https://soundcloud.com/christiansmith
06 Transparent Sound - No Call from New York (Acid Mix) [Electrix Recordings] https://soundcloud.com/transparent-sound
07 Federico Leocata - No Time, No Space  [MHD-Underground] https://soundcloud.com/federicoleocata
08 Felix da Housecat, Kristin Velvet - Shake That Shit  [Arms & Legs] https://soundcloud.com/felix-da-housecat https://soundcloud.com/kristin-velvet
09 Valleyk - Keep In Mind  [WAPM Records] https://soundcloud.com/user-47159798
10 Boddika - Acid Battery [!K7] https://soundcloud.com/boddika
11 Yokote, Koschenill - Kabuki  [Eichtal Recordings] https://soundcloud.com/stanny-abram https://soundcloud.com/eichtal-recordings
12 ADR - Squeeze  [BEAT Music Fund] https://soundcloud.com/adrmusicuk
13 Co-Fusion - Pluck [Hearthouse] https://soundcloud.com/dj_wada
14 Fred 4 - Do It from the Back [Missile] https://soundcloud.com/carilekebusch
15 Jensen Interceptor - Smoke (Timothy J Fairplay Remix) [Weapons Of Desire] https://soundcloud.com/jensen-interceptor
16 Djedjotronic - Kaikō [Boysnoize Records] https://soundcloud.com/djedjotronic
17 Creasol - Kratzschutz  [Resonate Together] https://soundcloud.com/creasol
18 Client_03 - Protection Service Provider [Astrophonica] https://soundcloud.com/client_03
19 The Hacker - Cold As Silence [Missile] https://soundcloud.com/the-hacker
20 Borderlandstate - Resonant Advisor [All Centre] https://soundcloud.com/borderlandstate
21 Ben Pest - Mouth Lawson  [Orson Records] https://soundcloud.com/benpest
22 Cyberdine Systems Corp., Alex Jann, DJ Haus - Program State [Soft Computing] https://soundcloud.com/alexjann
23 Newa - 80s  [Klockworks] https://soundcloud.com/newa
24 DJ Slip - Spice [Missile] https://soundcloud.com/missile-2-0
25 DJ Overdose - Time I Get Nasty  [L.I.E.S. Records] https://soundcloud.com/jayoverdose
26 Generali Minerali - Mars Generation [FR Records] https://soundcloud.com/generali_minerali
27 Kosh 212 - Vicious Love  [20:20 Vision] https://soundcloud.com/kosh212
28 Komakino - Outface (Dusty Kid Revived) [Systematic Recordings] https://soundcloud.com/systematicrecordings
29 Craig Richards - My Friend Is Losing His Mind [The Nothing Special] https://soundcloud.com/craig-richards
30 Paranoid London - The State Of That [Paranoid London Recordings] https://soundcloud.com/paranoid-london
31 Orbital - Time Becomes [London Music Stream] https://soundcloud.com/orbital-4

COLD AS SILENCE

Fred Ferreira @ PLUG#58 Pizza Night - Friday Happiness, Tojeiro, Monchique 13_09_24

Fred Ferreira @ PLUG#58 Pizza Night - Friday Happinness, Tojeiro, Monchique 13_09_24

Fred Ferreira LIVE DJ SET @ PLUG#58 Pizza Night - Friday Happiness, Tojeiro, Monchique 13_09_24

HIGH

Dumping a bunch of old clips just for fun

TRICKS [OLD CLIP]

VOL: 2 
whats your favorite track? lemme know in da comments


PAY WHAT U WANT

NEXU5 - KLAUD

MXRXNX DXBZ  JUST NEW TO THE RIDDIM SCENE LOOKING INTO LEARNING PRODUCING SO DO BE AWARE OF MORE FIYAAAAHHHH!

CHAIN OUT

MXRXNX DUBZ [SHADOWS CREW]

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