Latest / Equity Mates Investing Podcast
Searching for predictability in an unpredictable market with Warryn Robertson
Markets are looking increasingly unpredictable, but are investors overlooking some of the world's most reliable businesses?
Lazard Asset Management's Warryn Robertson joins Bryce and Ren to explain why he's looking for predictable earnings and strong competitive advantages, and why he's increasingly concerned about what's happening beneath the surface of the share market.
From data centres and mobile towers to Visa, lotteries and a surprisingly compelling tax business, Warryn unpacks where he's finding opportunities, why he thinks some popular investments don't stack up and how AI is changing…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.