Manage episode 233880085 series 2489694
Join Nathan and Alex as they discuss Freelancer; whether remediation costs from the Hayne inquiry are near an end or just beginning; and whether HUB24 and Netwealth will steal market share from SMSFs, inn addition to analysing some small caps and the importance of long-term US interest rates.
00:35 – Banking and wealth management remediation
03:20 – Will WRAP providers benefit from the shift out of SMSFs?
07:40 – Comments on Freelancer
12:35 – Why do US 10-year bond rates matter?
16:32 – Are commercial solar farms a good investment?
18:07 – Is Respiri on our radar?
21:23 – Thoughts on ReadCloud
22:53 – SAAS company presentation day
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