13.10.26 Jack Stickley, Morgans

ausbiz a.m · Oct 12, 2026 · 12m · transcript

The conversation discusses the current state of global and Australian markets, focusing on the impact of geopolitical events, energy prices, and upcoming earnings reports. Jack Stickley from Morgans provides insights into various sectors, including technology, banking, and resources, while highlighting the importance of consumer health and inflation. He discusses Glencore's debut on the ASX and previews this week's Morgan's Conference.

Chapters

00:00 Global Market Overview

02:58 US Earnings Season Insights

06:11 Local Market Dynamics

09:03 Sector-Specific Trends and Opportunities

12:05…