In this week’s interview on ABC The Business, we delved into the recent developments surrounding Charlie Munger’s passing, the shifts in U. S. rates, and the premature assumptions made by investors about next year’s anticipated downward movements. Additionally, we explored the Reserve Bank of Australia’s insights on rates and their potential future trajectory.

In my recent interview with Ausbiz, I aimed to spotlight the differential impact of rising interest rates on different age groups in Australia. Specifically, I emphasized how baby boomers tend to thrive in such conditions, while the younger generation, particularly those managing mortgages, face a contrasting scenario.

This week in my interview with Paul Turton on ABC’s Statewide Drive, we took a deep dive into the dynamic forces shaping the financial markets, homing in on Gary Shilling’s insights into the future of U. S. stocks.

In this week’s interview on Ausbiz, I wanted to delve into the growing significance of data centers due to heightened AI demand and increased cloud expenditure, which is drawing striking parallels to the early days of smartphone adoption.

In last week’s Ausbiz interview, I explored investor sentiment surrounding the latest GLP-1 medications, specifically on Ozempic and its implications for companies like CSL (ASX: CSL) and ResMed (ASX: RMD). While the drop in CSL’s share value suggests market concerns about competing Ozempic-style drugs, I argue that these anxieties may be unfounded. My perspective rests on the belief that such medications might not be as transformative in addressing the weight of the U.S. population as investors might anticipate and the affordability surrounding it. Watch the full interview here. Ausbiz – The market’s ‘weighty’ overreaction…

I had the pleasure of joining Gemma Dale on Nabtrade’s Your Wealth podcast where we discussed the bucket strategy, its development and how it works, the simple methods for limiting the downside when you’re no longer working, the importance of investing for the short, medium and long term in retirement, and the tips and strategies for making the most of your accumulated wealth. Have a listen to the full podcast below.

In my recent article with Firstlinks, I wanted to highlight why the S&P/ASX 200 has shown minimal capital gain over the past 16 years, with only a 0. 02 per cent total capital gain and an annualised capital gain of 0. 00182 per cent per annum. The main reason as to why this is the case, dividends.

During my recent interview on ABC’s The Business with Kirsten Aiken, I delved into several key topics. We explored Westpac’s (ASX: WBC) recent financial results, highlighting an overall improvement for the year, albeit with a slight decline from their first-half results.

In this week’s interview on ABC Statewide Drive with Paul Turton, we delve into the world of successful investing, unravelling the mystery behind why most accomplished investors opt for meticulous research on their target companies rather than event-driven speculation.

In this week’s interview with Ausbiz, I wanted to discuss the potential for a continued equity rally.  I cited a report from a Canaccord strategist who believes the environment does set the stage for a further rally. This is partly because, in the strategist’s view, the U. S. economy will slow down very rapidly.