The Investor Exchange

Today’s episode begins with the concerns surrounding the increasing number of scams during the COVID-19 crisis. Louis advises us how to help other people when we think that they are being scammed. Brett brings with him an update on the property market and potential property investing options. Lastly, Joel talks through the different hedging strategies adopted in our portfolios.

This Week’s Investor Exchange Round Table Covered:

* How to avoid scams? Scammers are getting smarter and appear to be more legitimate than before. While everyone is exposed to this sort of risk, Louis tells us how to approach people when you think they are at risk of being a potential victim.

* Property Market Update: We are seeing oversupply in the property market during COVID pandemic. Brett tells us about the factors that should be considered when people are looking to invest in the property market.

* Hedging Strategy: Joel shares with us the defensive postures employed within our portfolios, and how we guard against market risk, all that pullback without having to sell stocks and perhaps triggering capital gains tax stance.

 

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This week, the podcast kicks off with a discussion on multiple protests carried out on social media. As many investors begin to feel pessimism in the stock market, Louis provides us with information on how to best prepare yourself to take advantage when the situation reverses. Brett provides an update on the situation of different property markets across Australia. Lastly, Joel provides the US stock market performance and answers the popular question of whether now is a good time to invest.

This Week’s Investor Exchange Round Table Covered:

* Get Your Strategy Ready: As many people are hesitating to invest, Louis tells us how it is important to have the strategy ready to not miss the chance to invest when the time comes.

* Property Market Update: Brett informs us of the biggest changes in the total amount of property on the market, which has shown a massive decline by 40% compared to a year ago, Melbourne being the biggest contributor.

* Market Update: The pullback that we have seen in the US major stock market indexes might have raised investors’ concerns. However, considering the latest economic data, Joel informs us this is a healthy correction in a longer-term bull market.

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This episode begins with Joel, Louis and Brett discussing the recently leaked information regarding Victoria’s latest lockdown extension. They delve into real statistics from government and medical authorities that question the legitimacy of a prolonged lockdown. Joel brings with him the reasoning behind the significant pullback in the stock market and how it will affect the performance of your portfolio. Brett brings with him the August property update and Louis finishes the podcast with an on how time and money affect your ability to move up the wealth ladder.

This Week’s Investor Exchange Round Table Covered:

* Stock Market Update: The Major Indexes such as the NASDAQ and S&P 500 have had a significant drop overnight following the previous warning signs. Joel informs us a possible short-term pullback in NASDAQ, however, growth can be expected in the medium to longer term.

* Property Market: Interestingly, both the residential property market value and the dwelling value have dropped in the capital cities in the previous month. However, the overall residential market is still up nearly 6% in the past 12 months.

* Time or Money: Louis talks us through the 80/20 theory to help us to manage time and money effectively,  resulting in big financial results using relatively small amounts of time.

 

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In this week’s podcast, Joel, Brett and Louis open the conversation with a discussion on the latest Victorian lockdown rumors. As we are seeing a historic run within the market, investors seem to be optimistic, however this may not last long. Joel brings with him important information on what the underlying data says about the market direction.

This Week’s Investor Exchange Round Table Covered:

* How To Keep Positive Mindset: Louis tells us about the impact of mindset on our ability to communicate, function and learn new things. He further shares his philosophy and how it is important to find out what our purpose is to give us fulfillment.

* Stock Market Update: The stock market has started showing warning signs, whereas the medium-term and long-term stock market seem to be positive, all these signs might be a cause for short-term concern. Joel further informs us how to make a profit from a market correction.

* Employment Rate: Brett provides us a list of major projects around Australia that will potentially stimulate to help our recovery with the job market and kick start Australia’s economy.

 

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This week’s episode, we welcome a special guest, Ross De Vincentiis from ROSSFIT. Brett begins the podcast with an update on the population statistics and how COVID-19 might lead to a decline in population growth rate. Following that, Joel provides us with an update on the performance of the US market, and how quickly it has shown the sign of recovery. He also talks about the Afterpay’s surprising performance during a global pandemic. Lastly, Ross tells us about some of the factors which affect our mental health during tough times and what can be turned in turn improve this.

This Week’s Investor Exchange Round Table Covered:

* Population Statistics: Brett starts off by informing us how the population is directly responsible for determining the performance of the property market. He provides an update on the latest population figures and how COVID-19 travel restrictions and other related factors might result in a decline in the estimated population and what its implications might be on the economy.

* Market Update: Joel provides an update on the market performance and how the US stock market has finally got back to its previous highs. He further provides an update on the performance of Afterpay and how its business model has contributed to its share price appreciation amidst the pandemic.

* Mental Health and Wellness: Ross provides us with a brief personal background and the underlying factors that led him to enter the health and wellness industry. He also covers the core philosophy of his business, the four pillars of health which can help people adapt to their current environment.

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Our latest episode kicks off with a discussion on some of the challenges faced by people during lockdown and what steps we can take to better deal with this situation while following the regulations. Brett provides an update on the situation of different property markets across the. Joel gives us a monthly update on the stock market and how the market will be in a state of flux given the changing investor sentiment, current global situation, and upcoming elections in the US. Lastly, Louis discusses how people’s spending patterns have changed during this period of lockdown and how people can better prepare themselves for the future by developing a savings habit.

This Week’s Investor Exchange Round Table Covered:

* Property Market Update: COVID-19 has had varied effects on property markets across different states in the country. Brett also provides more information about what can be expected from the property market in the future.

* Market Update: Investor sentiments are rising that might be a cause for short-term concern with bullish sentiments increasing in the United States. Joel tells us how we’re heading in the weakest months of the year and how our proactive approach can help us get ahead of the curve and turn the portfolio over during this period of market recovery.

* Update on Savings and Spending Patterns: Louis tells us how the e-commerce spending has increased during the isolation period and how people should get into or alter their regular savings habit to better prepare themselves against future uncertainties.

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The governmental decision to announce an unprecedented Stage 4 lockdown has caused a widespread prediction of prolonged damage in the economy. In our 100th podcast episode, we address key topics such as the possibility of a vaccine while we breakdown events that lead to the Victorian Stage 4 lockdown. This includes what many headlines you may see do not report.

This Week’s Investor Exchange Round Table Covered:

* How to improve your mental health: The lockdown can have detrimental effects on the physical and mental health of an individual. Louis tells us about some of the things that we can do to incorporate positive habits in our daily routines and how simple triggers might help in changing our outlook on the current situation.

* Property Market: Given the rapid changes that are occurring throughout Australia, it is difficult to predict the future of the housing and property market. Brett provides us with an update of the recent developments and what this market might look like in the future.

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Steph, Joel, Louis, and Brett continue to take a closer look and have deeper conversations about the implications of further lockdowns in Australia. While Victoria’s lockdown might have an impact on Australia’s GDP, major markets around the world are beginning to recover. Brett provides an update on the outlook of the property market and how the lender’s mortgage insurance benefits first-time buyers. Furthermore, Louis provides three different areas that financial planning can help with your home purchase.

This Week’s Investor Exchange Round Table Covered:

*  Macroeconomic Update: With the USA S&P 500 currently trading on a historically high price to earnings ratio of 23.13 times, it comes into question how much further it’s stock market has left to run. At the same time, the ASX 200 is still 20% away from its previous high. Joel gives us a rundown on what this means in terms of your share market investments.

* Property Market: This week, we see new listing activity jumped up to 3% where the pre-listing activities remained steady. A surprising data also shows that the amount of mortgage in position valuation is down 27% for the year. Brett discusses what his forecasts are using these statistics. He also expands on the great benefits that the lender’s mortgage insurance has for first home buyers.

* Plan Your Dream: Louis discusses how it is important for financial paraplanners to engage with their clients and come up with a plan that suits the client. Furthermore, he gives three different examples of where financial planning benefits you when you buy your dream house

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This week’s episode kicks off with a discussion of the recent restrictions imposed in Victoria. To deal with the consequences of rising cases, the Government has offered new incentives and amended existing ones to help the people during these difficult times. Louis provides us with details on the recent developments in Victoria and the steps taken by the Government to help all those impacted by COVID-19. Joel provides an update on the expected deficit and what should be done to reverse the effects of COVID-19 on the Australian economy. Lastly, Brett provides an update on the property market and the underlying causes that have led to a stagnated market.

This Week’s Investor Exchange Round Table Covered:

* Government Relief Payments: The infection rate is at an all-time high in Victoria. The Government announced new incentives for the people in light of the increasing COVID-19 cases. Louis tells us more about these incentives and what their implications might be.

* National Deficit Update: Joel discusses the difference between the expected and actual size of the deficit. Furthermore, he tells us about how Australia has managed to overcome similar challenges in the past and how we can learn from those experiences to deal with the current crisis.

* Property Market Update: In one of the last segments, Brett tells us about the stagnated property market in Australia and what factors might have led to this situation. He also provides an update on consumer sentiments and what changes can be expected in the future.

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Steph, Joel, Brett and Louis begin the podcast with a discussion on the COVID-19 situation worsening in Victoria and the effect a potential Stage 4 will have. As the COVID-19 situation continues to unfold, new trends can be observed in the property market. Considering recent events, the market has been a state of flux. Brett provides his insight on the property market in Australia and what can be expected in the future. Joel provides an update on the EOFY results and how the Stock Market performed in the face of recent crises.

This Week’s Investor Exchange Round Table Covered:

* Property Market: The recent turn of events has unexpectedly led to a decline in the vacancy rates while the clearance rates are climbing. Brett tells us more about how the current situation would impact us and how it’s long term implications might not be as expected.

* Leadership Principles Update (Exhibiting Leadership Traits): Louis discusses how people gravitate towards a leader and how individuals in leadership roles in the past have managed to overcome monumental challenges. Furthermore, he touches upon how we can develop leadership qualities to positively influence the people around us and face our issues head on.

* Stock Market Update: Recovery in major indexes like NASDAQ and UGC’s Platinum Alpha strategy of investing in growing businesses was conducive to the growth of our clients’ portfolio in contrast to the ASX 200 Total Return Index despite the unexpected turn of events. Joel further discusses the pivotal role of the US Stock Market in determining the portfolios’ performance.

 

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