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What's Not Priced In EP9: Look Out! Aussie Stocks AREN’T Cheap
Manage episode 371876535 series 3479196
İçerik Greg Canavan, Fat Tail Investment Research, Greg Canavan, and Fat Tail Investment Research tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Greg Canavan, Fat Tail Investment Research, Greg Canavan, and Fat Tail Investment Research veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
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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