Today’s guest believes investors should rethink risk, and be wary of confusing calm waters with safety.
In this episode, we speak to founder and CIO at Auscap Asset Management, Tim Carleton- and he does not hold back.
He unpacks the flaws he sees in how private markets are valued, questions the sustainability of private credit and declares that three out of the four Big Banks in Australia have lost their competitive advantage.
Also in this episode:
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CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to receive your points.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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