Investors in Aussie ECM Go-To Info Source
☆
☆
☆
☆
☆
“Ok,confession time. I realise I’ve been suffering from what used to be called “cultural cringe”. This harks back to earlier decades of the country’s history. Anything from the “mother country” must be automatically better than anything produced by the colonies (hence why a lot(most?) of our greatest cultural exports ended up in London; and then the US following the fall of Singapore).
“Aussie Investor Cringe”= all we can do is dig holes and send the dirt to China; and sell each others houses to each other. Any serious investor isn’t going to bother with what is just 2% of world market cap.
Until you realise: after tax returns(franking credits); local market investors (in a general sense) have been shown empirically to have an edge; energy and digital transitions (lots of sun and wind; lots of space); mandatory super flows (in thetop 5 biggest pension pots globally) and “home country bias” of the industry funds investing those flows; tendency to oligopolistic industry structures, etc.
I.e, this market is where I have an edge. But how do I sharpen that edge while stacking the dishwasher- the chooks! 🐔🐓 😀💲💰🤑
Hamish Bell”
Hamish Bell via Apple Podcasts ·
Australia ·
05/11/24
More reviews of Chanticleer
☆
☆
☆
☆
☆
“Really appreciate the market analysis from two very experienced business columnists from AFR. Thank you Tony Boyd and James Thomason!”
~~JoannaN~~ via Apple Podcasts ·
Australia ·
10/01/22
☆
☆
☆
☆
☆
“Often a good, interesting look at the week when the journalists run it. The last episode got in Editor-in-Chief Michael ‘Stutch’ Stutchbury in. In contrast to the regular hosts ‘Stutch’ is a humourless old whiner more akin to an Innes Willox like curmudgeon for hires . The type of bloke whose...”Read full review »
dk565;4 via Apple Podcasts ·
Australia ·
04/19/24
☆
☆
☆
☆
☆
“It’s like listening to two suits chatting over a craft beer, and the listener considered fortunate to witness their in-jokes. Pretty emblematic of financial services overall, really. Have been unable to make it to the end of any episode. Someone teach these guys what narrative means, please.”
Mandypants19 via Apple Podcasts ·
Australia ·
08/12/23
Do you host a podcast?
Track your ranks and reviews from Spotify, Apple Podcasts and more.
See hourly chart positions and more than 30 days of history.
Get Chartable Analytics »
See hourly chart positions and more than 30 days of history.
Listen now
Links
Genres
Artwork or description wrong?
Request an update »
Updates may take a few minutes.
Do you host a podcast?
Track your ranks and reviews from Spotify, Apple Podcasts and more.
See hourly chart positions and more than 30 days of history.
Get Chartable Analytics »
See hourly chart positions and more than 30 days of history.
