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We discuss the market outlook, Disney's new streaming service and portfolio protection.
Michael Wayne is the founder of the Medallion Financial Group, a wealth management firm specialising in investment advice.
Michael discusses his firm, some investment ideas, and the outlook for financial markets, as well as Biogen's latest Alzheimer's trial failure in biotech land.
More information on Medallion and Michael Wayne can be found here:
https://www.medallionfinancial.com.au/
Michael Frazis and Harvey Migotti discuss Google, IPG Photonics and Carvana.
Harvey has a background in both public and private market investing, with roles at Balyasny, Amiya and Apax.
https://www.fraziscapitalpartners.com/
State of technology, famous investors, and some ways to hedge against turbulent times.
Michael Frazis and Eti Amegor go deep into volatility, why the beginning and end of 2018 were so different, and where Australian investors are putting their money.
Eti also talks about his blog Suits and Kicks, for high achieving professionals who want to perform at the highest level both inside and outside the office.
Available here:
http://www.suitsandkicks.com/
Michael and Mario discuss Fiat, cyclicals, value, and Aussie fundamentals.
Michael Frazis and Anna Satouris discuss Afterpay, Cooper Energy, Stanmore Coal and the Australian housing market.
Michael Frazis and Mario Emmanuel discuss financial markets in 2018, the current outlook, and some of our latest investments.
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