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EP 50: Rising interest rates and the return of Australia’s two-speed economy - WaveStone Capital
Manage episode 334424047 series 2498101
Content provided by Netwealth Investments Limited. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Netwealth Investments Limited or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
The resilience of Australia’s economy is about to be tested with strong commodity prices providing some insulation as the RBA becomes increasingly hawkish. WaveStone Capital’s Portfolio Manager Catherine Allfrey joins the show to discusses the divergent paths for resources, financials and industrials and the opportunities available to investors as the interest rate cycle normalises.
65 episodes
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Manage episode 334424047 series 2498101
Content provided by Netwealth Investments Limited. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Netwealth Investments Limited or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
The resilience of Australia’s economy is about to be tested with strong commodity prices providing some insulation as the RBA becomes increasingly hawkish. WaveStone Capital’s Portfolio Manager Catherine Allfrey joins the show to discusses the divergent paths for resources, financials and industrials and the opportunities available to investors as the interest rate cycle normalises.
65 episodes
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Similar to The Portfolio Construction Podcast
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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