08.09.26 with Zach Riaz, Banyantree Investment Management
The ausbiz morning wrap discusses global markets, inflation concerns, rate hike expectations, and the impact on various commodities. Zach Riaz from Banyantree Investment Management considers the relationship between rates, equities, and volatility, as well as investment strategies in the current market environment. Additionally, he touches on the potential impact of El Niño on ag stocks and the bullish outlook on copper.
Chapters
00:00 Global Market Performance and Inflation Concerns
01:30 Relationship Between Rates, Equities, and Volatility
04:14 Investment Strategies in the Current Market…
The skinny
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