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