Season 2, Episode 12
Special guest Matt Williams, Head of Australian Equities at Airlie Funds Management, explains the investment approach that's resulted in his firm having market-leading returns. And he details recent investments, including in two 'fallen angels', ResMed and Orora.
Our other special guest is Joe Cavatoni, Market Strategist at the World Gold Council. Joe describes the key drivers for gold, its future prospects, as well as the rise of digital gold and its potential to transform the industry.
Finally, regular guest Peter Warnes from Your Money Weekly looks at why rates will remain higher for longer, and investors are complacent about the risks that brings to markets.
The podcast is also available via our dedicated website page, Google Podcasts, Apple Podcasts, Spotify, and BuzzSprout.
Please share with friends and colleagues, and a favourable rating would help spread the word. We welcome questions and suggestions at firstlinks@morningstar.com.
Grab a cuppa and settle in for our chat.
James Gruber
Editorial, Firstlinks and Morningstar