Welcome to The Two Johns, the investment trust podcastbrought to you by the website www.johnbaronportfolios.co.uk. Each month, John Baron joins former Investors' Chronicle editor John Hughman to discuss the big themes dominating the investment landscape and the important issues affecting the sector, while explaining how these are influencing the way the website's ten live investment trust portfolios are being managed.

In this episode, they head to the Continent to explain why after a long period of economic stagnation now could be the time to buy into Europe’s unloved markets, they go back to basics to explore what makes investment trusts such useful vehicles for long-term investors, and they take a deep dive into the Dividend Portfolio and how it reliably delivers a 7% yield.