Duration 33:30 | File Size 30.6 MB
After years of ‘valuing’ businesses on sales, total addressable market and other blue sky metrics, the market is suddenly getting very serious about… profits. So should investors rethink their holdings in this new (old) world?
Duration 48:38 | File Size 39 MB
In the early 2000s, the tech-heavy Nasdaq index lost almost 77% of its value – and didn’t make another new high for 15 years. Today’s behemoths like Amazon were caught up in the sell off, and took two decades to recover. Is the recent sell off in global equities going to repeat history?
Duration 42:20 | File Size 39 MB
Interest rates have been low and falling for over a decade. Rising inflation has forced the RBA to raise rates two years earlier than expected, and the implications are huge.
Duration 39:38 | File Size 36 MB
In a cycle where negative events are almost biblical in their proportion (floods and plagues), it’s hard to keep the upside in mind. But as Gaurav Sodhi of the Intelligent Investor tells it, you need to look for the opportunity in challenging times.
Duration 40:36 | File Size 37 MB
Roger Montgomery joined this podcast last year and shared three reasons why he was bullish on this market. As rates rise, inflationary pressures build, and the war in Ukraine continues, has his view changed?
Duration 50:04 | File Size 45 MB
Persistently high inflation, decade high oil prices and the threat of rising interest rates are making investors nervous. But what if we’ve seen all these factors before, and it’s possible to imagine who might win and lose in the coming year?
Duration 39:29 | File Size 36 MB
Supply chain pressures and war in Ukraine have driven commodity prices to record levels, from oil and gas to nickel and copper, as well as gold and iron ore at multi year highs. The ASX200 is a resource-heavy index, but you may be underweight. So are higher prices – and higher demand – here to stay?
Duration 35:22 | File Size 32 MB
Some of the world’s biggest tech stocks are down more than 50% from their highs, as investors question paying eye-watering multiples in a rising interest rate environment. So is this a time to buy, or stay well away?
Duration 41:38 | File Size 31 MB
Talk of rising interest rates is making markets jumpy. But how high are rates expected to go, how quickly, and what are the likely impacts?