We live in crazy times. If you had told me a year ago that inflation in the US was 7.5% and climbing and the response from Powell and his lunch club was to raise rates by a massive 25bps, you would have laughed. That man is getting serious. I mean really? A quarter point higher.…
On the Couch is a weekly podcast presented by Henry Jennings, talking to fund managers, investors and other finance professionals, about the big issues and how to navigate choppy investment markets. Great guests, great conversations and a focus on money making ideas from the experts. In this episode of On the Couch, Henry is talking…
This weeks, On the Desk, Ben looks in to the investment options provided by ETF’s and takes a deeper dive into what makes up Cloud Computing ETF (CLDD). Tom presents a stock review on Sims Ltd (SGM), Ben and Tom face off in a Buy/Hold/Sell lightning round, and Chris answers a couple of listener questions. Email the…
Market Risks and Opportunities With market volatility back in the spotlight, the guys take a look at the biggest risks and biggest opportunities present in the market. Plus, Chris and Ben go head-to-head in a round of On The Desk trivia. If you have a question, be it about macro factors, stock, sectors, a please…
With Chris away, Tom and Ben are joined by a very special guest in Henry Jennings. Sit back and enjoy as Henry shares his own “origin story”, detailing how he went all the way from the London pits to Macquarie’s Australian office, and a few pieces of wisdom he picked up along the way (plus…
In this episode of ‘On the Couch‘, Henry sits down on the virtual sofa to chat with the boss and put some of your questions to him, and of course as its reporting season, some thoughts on the winners and losers so far. Plenty here for listeners to take away from Marcus’ wise words. A…
A couple of new segments this week, Tom presenting his “Stock of the Week” – hint: it’s WiseTech (WTC), and Ben going deep in to a couple of unloved sectors in consumer staples and industrials. Plus, the guys introduce an exciting new development, inviting listeners to submit their questions. If you have a question, be…
This week On the Desk, Chris and Ben go head-to-head in the “Great Debate” over the future of Lithium. Plus, the guys each give their top tip to help navigate reporting season. Why not sign up for a free trial? Get access to expert insights and independent research and become a better investor.
One of our vigilant Members (Richard) picked me up on this chart of Flight Centre (ASX: FLT) in the newsletter on Tuesday. As we frenzy about borders opening the temptation is to buy travel stocks like Flight Centre for a return to their pre-pandemic glory and the chart ‘suggests’ that if Flight Centre got back…
