25.09.26 Luke Winchester, Merewether Capital
Luke Winchester from Merewether Captial weighs in on the impact of US bond yields on global economies, investor concerns and market volatility, opportunities in the market, stock selection and valuations, market volatility and investment strategy, and market performance and economic data. Luke also names his favourite portfolio stock!
Chapters
00:00 Market Update: US Equities and Yields
01:41 Impact of US Bond Yields on Global Economies
03:44 Investor Concerns and Market Volatility
05:32 Opportunities in the Market
07:35 Stock Selection and Valuations
09:23 Market Volatility and Investment…
The skinny
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