{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/5d72784e408342486f3e10c1/632b32de017d67001695a3a7?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Q3 Investment Mastermind - recorded 20/09/2022","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/5d72784e408342486f3e10c1/1612279775869-7a3e5a50b203909ef60b6a548b4fbc39.jpeg?height=200","description":"<p>*THIS IS NOT INVESTMENT ADVICE*</p><p>I was joined by Adam Lawrence and Manish Kataria for our Investment Mastermind for Q3 of 2022.</p><p>In these episodes we discuss the markets and then discuss what investments each of us are making in the Financial Markets. </p><p><br></p><p>As ever we discussed the current markets and how the economy, Inflation and Interest rates are and maybe will, affect them.</p><p><br></p><p>Topics include;</p><p>Terminal Interest rates.</p><p>How Bond yields correspond to Price to Earnings of some of the bigger markets.</p><p>Core Inflation vs Inflation including Energy and Food.</p><p>Sterling vs other currencies</p><p>Oil Prices</p><p>Central Bank views of short term pain as a price to pay for longer term stability.</p><p>Wage Price spirals in other periods of Inflation vs now.</p><p>Energy Caps</p><p>Tax Cuts</p><p>Bond Yields and their effect on Equities</p><p>Value vs Growth</p><p>Portfolio selection</p><p><br></p><p>This quarter our picks are as follows and you can listen to the reasons why;</p><p>Manish - Microsoft (Ticker MSFT) - from 26.00 minutes</p><p>Adam - Short on UK 5 year Gilt via shorting a bond ETF - from 37.11</p><p>Rod - Antofogasta (Ticker ANTO) - from 46.29</p><p><br></p><p>As ever we really appreciate any reviews on Spotify and Apple iTunes and we love to hear your feedback</p><p><br></p>","author_name":"Rod Turner"}