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