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
Leith van Onselen writes for MacroBusiness as the Unconventional Economist. Leith has previously worked as an economist at the Australian Treasury, Victorian Treasury and...
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