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What's Not Priced In EP9: Look Out! Aussie Stocks AREN’T Cheap
Manage episode 371876535 series 3479196
Greg Canavan, Fat Tail Investment Research, Greg Canavan, and Fat Tail Investment Research द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Greg Canavan, Fat Tail Investment Research, Greg Canavan, and Fat Tail Investment Research या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
In this week’s episode, I talk to Katana Asset Management
Portfolio Manager Romano Sala Tenna. Katana has generated long term
outperformance (resulting in significant compounding effects) and is currenting
sitting on a 35% cash weighting. He explains why they are cautious on the
market right now and what it would take to put that cash to work. As well as
discussing the current state and outlook for markets both here and in the US,
we discuss the process behind the fund’s long term outperformance, and touch on
investor mindset and emotional awareness. Romano then gives us his take on
‘what’s not priced in’ right now. Finally, we finish on the concept of
suffering…and why you should accept it and learn from it…
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