Get the full story behind the latest stock market pullback—and how you can position your portfolio defensively in uncertain times. Paul Rickard and guests break down why the markets have turned cautious, whether rate cuts are finished, and what it all means for shares, property, and your money.
In this episode:
00:00 – Introduction by Paul Rickard
01:32 – Peter Switzer on why it’s time to get more defensive, how to position your portfolio, and the latest on the US market pullback
09:33 – Besa Deda (William Buck) on interest rates: are rate cuts finished, could a hike be next, and what’s driving sticky inflation? Property and share market outlook, plus how to invest for the next 12 months
Get the full story behind the latest stock market pullback—and how you can position your portfolio defensively in uncertain times. Paul Rickard and guests break down why the markets have turned cautious, whether rate cuts are finished, and what it all means for shares, property, and your money.
Peter Switzer is joined by Julia Lee of Burman Invest, Joseph Lyons, MD of Xero, Jun Bei Liu of Tribeca Investment Partners and Paul Rickard from the Switzer Report.
Peter Switzer examines whether payments companies are dead in the water or in the buy zone, and is also joined by Kelli Meagher of Sage Capital, and mortgage broker Rebecca Jarrett-Dalton.
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