27.10.26 David Walsh, Sarto Advisory
David Walsh from Sarto Advisory focuses on the recent developments in the stock market, particularly the anticipated IPO of Anthropic and its implications for the AI sector, alongside discussions on major tech earnings and economic indicators affecting investment strategies.
Chapters
00:00 Market Rebound and Anthropic IPO
04:31 Tech Earnings and Job Cuts
08:01 Inflation Concerns and RBA Decisions
09:11 Exploring Bombed-Out Stocks
11:32 Small Caps and Investment Strategies
The skinny
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