After some abhorrent, tragic behavior from those meant to maintain the peace was broadcast around the world, the USA has descended into chaos. 

In addition, US-China relations have seemingly never been worse.

Recorded 6 June 2020

The FiftyOne Capital Podcast is a series of audio updates on global markets, how the fund is positioned, or any variety of topics we feel could be of benefit to our investors. If you wish to contact us, visit our website at www.fiftyonecapital.com or contact us on [email protected]  The information in this podcast is strictly general in nature and is not advice or based on your personal situation. Do your own research. 

This week we discuss the apparent disconnection between the economy and the market. As asset prices and the underlying businesses apparently diverge, we talk about how to navigate these often confusing times.

Published 28 May 2020

The FiftyOne Capital Podcast is a series of audio updates on global markets, how the fund is positioned, or any variety of topics we feel could be of benefit to our investors. If you wish to contact us, visit our website at www.fiftyonecapital.com or contact us on [email protected]  The information in this podcast is strictly general in nature and is not advice or based on your personal situation. Do your own research. 

Very pleased to discuss the excellent trial results of Invex Therapeutics (IXC:ASX) in todays podcast. This is a key holding of the FiftyOne Capital Progressive Global Fund.

IXC announcement

Published 22 May 2020

 The FiftyOne Capital Podcast is a series of audio updates on global markets, how the fund is positioned, or any variety of topics we feel could be of benefit to our investors. If you wish to contact us, visit our website at www.fiftyonecapital.com or contact us on [email protected]  The information in this podcast is strictly general in nature and is not advice or based on your personal situation. Do your own research. 

Are we headed to negative interest rates globally in the near future? This has been a huge talking point lately, with policy makers in large, developed nations firmly denying this as an option. Yet markets are saying otherwise.

How does one potentially navigate a negative interest rate world?

This podcast was published on the 14th of March, 2020.

 The FiftyOne Capital Podcast is a series of audio updates on global markets, how the fund is positioned, or any variety of topics we feel could be of benefit to our investors. If you wish to contact us, visit our website at www.fiftyonecapital.com or contact us on [email protected]  The information in this podcast is strictly general in nature and is not advice or based on your personal situation. Do your own research. 

This week we run through the apparent divergence between the economy and the markets, some observations from Warren Buffett and general sentiment around the global economy.

The FiftyOne Capital Podcast is a series of audio updates on global markets, how the fund is positioned, or any variety of topics we feel could be of benefit to our investors. If you wish to contact us, visit our website at www.fiftyonecapital.com or contact us on [email protected]  The information in this podcast is strictly general in nature and is not advice or based on your personal situation. Do your own research. 

After a fairly vicious rebound, we give some broad thoughts on the market and potential scenarios we could see going forward.

The FiftyOne Capital Podcast is a series of audio updates on global markets, how the fund is positioned, or any variety of topics we feel could be of benefit to our investors.

If you wish to contact us, visit our website at www.fiftyonecapital.com or contact us on [email protected] 

The information in this podcast is strictly general in nature and is not advice or based on your personal situation.

Do your own research. 

This week we take a deeper dive into one of our Positive Activism investments, ASX listed Invex Therapeutics (IXC:ASX).

The FiftyOne Capital Podcast is a series of audio updates on global markets, how the fund is positioned, or any variety of topics we feel could be of benefit to our investors.

If you wish to contact us, visit our website at www.fiftyonecapital.com or contact us on [email protected] 

The information in this podcast is strictly general in nature and is not advice or based on your personal situation.

Do your own research. 

Is a new Uranium bull market upon us? We discuss our bullish thesis on one of the most controversial and misunderstood commodities in the world.

The FiftyOne Capital Update is a series of audio updates on global markets, how the fund is positioned, or any variety of topics we feel could be of benefit to our investors.

If you wish to contact us, visit our website at www.fiftyonecapital.com or contact us on [email protected]

The information in this podcast is strictly general in nature and is not advice or based on your personal situation. Do your own research.

As one of the first hedge funds to discover the Paradigm story, we have been long term holders and believers in its potential to become a frontline player in the global osteoarthritis market. Here Scott Williams, CIO of FiftyOne Capital details our thoughts on the latest raising, and what we see as the path going forward for this exciting company.

The FiftyOne Capital Update is a series of audio updates on global markets, how the fund is positioned, or any variety of topics we feel could be of benefit to our investors.

If you wish to contact us, visit our website at www.fiftyonecapital.com or contact us on [email protected]

The information in this podcast is strictly general in nature and is not advice or based on your personal situation. Do your own research.