In this episode of the Making Cents of it All podcast, co-hosts Kenneth Beanland and Louis Dooley explore how aggressive interest rate expectations and moderating inflation are reshaping global markets.
They break down dislocation between Australian financials’ earnings expectations and valuations, the resilience of US tech earnings and why real assets might offer more stability and upside in today’s uncertain markets.
Reach out to us at makingcentsofitall@vincents.com.au with any questions, feedback or topic requests.
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