23.09.26 David Walsh, Sarto Advisory
David Walsh from Sarto Advisory speaks with ausbiz's Nadine Blayney about a range of topics including market updates, equities, US-China trade talks, bond yields, corporate results, and retail sector analysis. The conversation also delves into the impact of AI development, interest rate hikes, and the significance of copper prices in the market.
Chapters
00:00 Market Updates and Equities Performance
01:35 US-China Trade Talks and AI Development
03:18 Bond Yields and Interest Rate Hikes
07:12 Corporate Results and Retail Sector Analysis
12:24 Significance of Copper Prices in the Market
The skinny
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