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 Rudi Filapek-Vandyk from FNArena, Kaitlin Ferris from Slater and Gordon, Marcus Bogdan from Blackmore Capital and Paul Miron from Msquared Capital.
Peter Switzer is joined by Ron Shamgar from TAMIM Asset Management, Michael Gable from Fairmont Equities, Michael Wayne from Medallion and Charles Tarbey from C21.
Peter Switzer is joined by Shih Thin Wong from Prime Capital, Marcus Bogdan from the Switzer Dividend Growth Fund, Jeremy Goldschmidt from RentBetter and Ying Yi Ann Cheng from Coolabah Capital.
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