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 Shih Thin Wong from Prime Value Asset Management, Grant Straker from Straker Translations, Ying Yi Ann Cheng from Coolabah Capital and Michelle May from Michelle May Buyers Agents.
In this episode, Peter Switzer is joined by Julia Lee from Burman Invest, Adam Dawes from Shaw and Partners, Paul Rickard from Switzer and Luke Smith from Ausbil.
Peter Switzer is joined by Michael Gable from Fairmont Equities, Larry Diamond from Zip, Marcus Bogdan from the Switzer Dividend Growth Fund and Charlie Aitken from Aitken Investment Management.
Peter Switzer speaks to Mark Freeman from Mirrabooka, Chris Joye from Coolabah Capital, Marcus Bogdan from the Switzer Dividend Growth Fund, and Paul Miron & Paul Myliotis from Msquared Capital.
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