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.
Roger Montgomery from Montgomery Investment Management, Warren Hebard from iSelect, Michael Knox from Morgans and Paul Rickard from Switzer join the show.
Peter Switzer speaks to Julia Lee from Burman Invest, Adam Dawes from Shaw and Partners, Michael Gable from Fairmont Equities and Paul Rickard from Switzer.
Prime Value Asset Management's ST Wong, Morgans' Raymond Chan, Century 21's Charles Tarbey and Coolabah Capital's Ying Yi Ann Cheng join Peter Switzer.
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