Podcast Archive

Marcus Strategy Wednesday August 5th 2020


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Today we talk about the assumption of a 'new normal' and what that means for you as an Australian investor. If a new normal develops then the precipitous risk recedes and we can relax about the market a bit but it doesn't mean getting excited. The bond market is telling a tale of a dire economic outlook and its hard against that backdrop to assume a bull market trend, especially in Australia. So today we talk about the strategies you can employ on the assumption of a market that goes nowhere or trends down. We also highlight some of the 'value' available to you in Australian stocks without having to chase the FOMO sectors like BNPL, Gold or Iron ore. And finally we address the results season and publish our Guide to Surviving the Results Season. Enjoy!

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Podcast ArchiveBy Marcus Today


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