This is an edited version of our live Q&A as I discuss the past year. and the prospects for 2021 with Tony Locantro, an Investment Manager at Alto Capital in Perth. Note I had to trip two short segments where third party copyright material was included in the live stream.
Contents
0:00 Start
00:17 Introduction
01:25 Tony Welcome
06:00 Tony On Property/Markets
14:55 Discussion On Asset Classes
23:45 Tony On Financial Strife
31:30 Tony On Financial Markets
36:00 Tony On Gold
41:30 Small Caps Overview
55:05 Questions On Small Caps And Hedging
1:12:58 Economic Exceptions
1:23:00 Closing Comments
1:27:00 End and Outro
Original stream is here with live chat: https://youtu.be/4LvrMQRlziw
Australia’s CPI inflation came in stronger than expected in the September quarter, with headline inflation rising 1.2% over the quarter versus 1.1% expected and...
On Friday, RBA Governor Michele Bullock and her new look team were questioned by the House Economics Committee in Canberra for most of the...
Another Friday canter through Tarric’s latest slides, as we look at the disconnect between monetary policy and real life. Is Australia somehow different? Charts...