{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"PIWORLD Investor Podcasts","title":"piworld Thursday webinar: David Stevenson COVID investing","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/d6645087\"></iframe>","width":"100%","height":180,"duration":3526,"description":"This video can be seen here: https://www.piworld.co.uk/2020/06/05/piworld-thursday-webinar-david-stevenson-covid-investing/\n \nExcellent 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.\nDavid’s career & investing background – 00:42What are your views on the market strength? – 05:15Where have you been investing since January to date? – 09:50Opportunities & themes on David’s watchlist – 16:57Renewable Energy – 21:13Gold – 24:57Income investments including retail bonds – 31:14Structured products – 39:00\nQ&A\nFundsmith and Lindsell Train Funds – 42:20What are you views on housebuilders? – 43:28Sectors to avoid? – 45:23Where to find structured products? – 47:28Recommended renewable fund – 48:11Brexit investment strategy? – 51:13Top publications for the retail investor – 52:52Japanese fund – 55:03\nCompanies or Funds mentioned\nSalesforce (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\nAbout David Stevenson\nDavid 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/  ","thumbnail_url":"https://img.transistorcdn.com/oB5fNE4aIAia_YyTCKvE1PzrZQaD1Fjo_P7m7T9Aw_Y/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9kOTJi/ODBiMzBmOGFhZWJi/MWEzYThkMzAyNmZm/MTdjZi5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}