The Hall of Fame fund manager and IML founder, Anton Tagliaferro, has seen enough cycles to know we’re nearing the top.
He is convinced we are in a \"speculative frenzy\" of a bubble.
In this episode, he provides his outlook on markets and where he’s seeing value.
Chapters:
00:00 Introduction
01:22 AI Bubble or Déjà Vu?
03:54 Why AI May Disappoint
07:40 Is Value Investing Dead?
10:17 How Anton Invests Personally
15:15 Back Into Fund Management
16:56 Small Caps and New Fund
20:45 Advice for Uncertain Markets
23:25 Quant Funds Take Over
24:41 Final Market Outlook
📈 Stocks and ETFs Mentioned:
Brambles (ASX: BXB), Coles Group (ASX: COL), Amcor (NYSE: AMCR), Main Pharma (ASX: MYX), DroneShield (ASX: DRO), WiseTech Global (ASX: WTC)
———
CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.
0.5 Total Hours
Knowledge Requirements: Managed Investments (0.50 hour)
Legislated CPD Area: Technical Competence (0.50 hour)
———
Want more Basis Points?
———
Basis Points is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
","author_name":"Equity Mates Media"}