Back in the cafe! Market is pricing in a Biden win. A lot more than a rate cut from the RBA.
This week’s episode was recorded as votes were being counted in the US Presidential election, but markets seem to have already warmed to the prospects of a narrow Biden win. Tech stocks in particular seem poised to benefit from that outcome. Also discussed in this episode: the resilience of pent-up consumer demand in Australia, the RBA’s messaging around rates and a bunch of listener questions.
Previous Episodes
Gold regains lustre as an inflation hedge. Who wants a Crown with this much controversy? Investing in barrels can be whisky business
Our top 3 best stocks. How low will Lowe go? Does government spending really drop next year?
Should you fix rates? The answer is obvious. What’s going on with super?
Budget 2020: searching for surprises in a blizzard of measures
Budget predictions. Can you beat the house when fixing rates? The cities left behind in a housing recovery.
How to prepare for a Presidential punch-on. Setting the bar on fund manager experience. Could COVID crush small industry funds?
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