The Wide Lens

In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss: Australian CPI, Bitcoin is not an inflation hedge, explosion in Australia's ETF market, property prices and inventory, extreme movements in stocks, what rate rises means for stocks, and buying the dip.

In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss: A stock market not driven by 5 stocks, pain in the Nasdaq, Netflix, and Peloton, is the CAPE ratio dead, and predictions for 2022.

Show Notes

https://www.bloomberg.com/graphics/2022-investment-outlooks/

My number 1 guest on MII is back, Debbie Baharian. I have interviewed company CEO's, MDs, and Chief Investment Officers, and I have never had as much difficulty as I have to secure this meeting. We talk about financial freedom, beliefs, agendas in life and business, and we talk about why clients come to see us at Baharian Wealth Management.

My guest today is Koby Jones, Managing Director of The SILC Group, a specialised investment and lending group, focussing on alternative investments.

In our conversation we discuss the rise of alternatives, the role alternatives play in portfolios, and what investors can expect from alternatives in the future.

My guest today is Richard Quin of Bentham Asset Management, one of Australia's most respected money managers. During our conversation we discuss inflation and what this means for the economy, interest rates, and investors. We talk about China Evergrande Group and what it really means for the markets and for investors, and why this is not another Lehman Brothers. And we talk about the Australian market, interest rates, the impact on housing, and what Australian investors need to think about.

My guest today is Andrew Papageorgiou, Managing Director of the $2B money manager, Realm Investment House. During our conversation today we discuss the China Evergrande Group story and it's impact on Australia and Australian investors, shadow banking, and why investing is so personal, and not a one-size-fits-all.

My guest today is David Haintz. David took his boutique financial advice business, and with a few others, created Shadforth Financial Group (SFG) and in 2014 monetized for $670M.

During our conversation, we talk about what the best financial and wealth management business are focussing on, the future of wealth management, and what clients need to look out for when engaging a financial adviser.

My guest today is James Sinclair. CEO of Signature Hospitality Group - with brands such as The Sporting Globe, TGI Fridays, All Hands Brewing House, and W.J. Wills Eatery.

In our conversation today, we discuss bringing new ideas to life, the constant growth of those new ideas, systemising processes, and the outlook for the entertainment and F&B industry in Australia.

My guests today are Liam and Tim from Bae Juice. Bae Juice is an Aussie start-up whose products are now stocked all across Australia.

We talk about what it takes to start a business, the overnight success that actually took 10 years, the power of relationships, and why saying yes more than no is actually a good thing.

My guest today is Bhanu Singh - Head of Asia Pacific Portfolio Management at Dimensional. Bhanu is responsible for all portfolios managed out of the Dimensional offices in Australia, Singapore and Japan. He's also Bhanu is a member of Dimensional's Investment Research Committee and serves as a Director for Dimensional Australia. During our conversation we discuss mega cap stocks and their future outlook, the odds of a market correction, marijuana stocks, and more.