Platinum International is one of Australia’s most widely held professional investment managers, and its CIO, Andrew Clifford, is worried. On a historical basis, he and his team fear that global markets are heading into bubble territory, with potentially catastrophic consequences for investors.

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In this frank and informative conversation, Platinum’s Andrew Clifford and Julian McCormack discuss:

• The sectors of global markets that most concern them (hint: it’s not Amazon)

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.