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
This is a favourite podcast. I enjoy the relaxed format of their conversation - and I appreciate listening to two people who are in touch with all aspects of the financial world (and who also have a great sense of humour).
Lostinthedark via Apple Podcasts · Australia · 03/02/24
Ok the title would normally be an oxymoron but these guys are inciteful AND entertaining. The calm and rationale Tony Boyd ( with a real voice for radio) and the slightly more excitable James Thompson jam about the latest finance news and somehow keep it understandable for the non finance...Read full review »
Shirazmike via Apple Podcasts · Australia · 10/11/22
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