22.10.26 Angus Geddes, Fat Prophets
The conversation discusses the current state of global markets, focusing on the impact of recent earnings reports, geopolitical tensions, and local market conditions in Australia. Angus Geddes from Fat Prophets provides insights into various sectors, including technology, energy, and resources, while addressing the implications of interest rates and inflation. He discusses NextDC and gold and copper stocks.
Chapters
00:00 Global Market Overview and Earnings Highlights
05:05 Geopolitical Tensions and Economic Implications
10:08 Local Market Resilience and Investment Opportunities
The skinny
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