24.09.26 Angus Geddes, Fat Prophets
Angus Geddes from Fat Prophets gives his take on the impact of global events on the financial markets, including changes in sentiment, US bond yields, stock market resilience, geopolitical developments, interest rate-sensitive sectors, and real estate prospects. The conversation also covers the outlook for earnings and the RBA's stance on rate hikes.
Chapters
00:00 Change in Sentiment and Middle East Impact
02:17 US Bond Yields and Market Volatility
04:25 Global Economic Developments
05:22 Stock Market Resilience and Earnings Outlook
07:47 Geopolitical Developments and Trade Truce
08:17…
The skinny
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