2 stocks fundies would bet the house on (and worst calls from the first half)

Buy Hold Sell, by Livewire Markets

Boy oh boy, it has been a big first half. Interest rate expectations have whipped around, sticky inflation has confounded central banks, most commodities are surging - paticularly silver and gold - and AI has lit a fire under.... well, everything.

Did we miss anything? That's right, the ASX 200, like many global markets, is trading at all time highs, at the same time many are calling for a recession in the next 12 months.

By any stretch, that's a lot to unpack. To help untangle the market web, Grady Wulff sat down with Steve Johnson from Forager Funds Management, and Luke Laretive from Seneca Financial Solutions.

In this episode, they work through what has and hasn't worked so far in 2024, share what they think will drive markets for the rest of the year, and highlight one thing investors could get wrong over the next six months.

It wouldn't be an episode of Buy Hold Sell without talking stocks, so they each share their worst stock call so far in 2024, as well as one stock they would bet the house on (if they had to).

Note: This episode was recorded on Wednesday 19 June 2024.