Airlie's Matt Williams, digital gold, and Warnes on investor complacency | 15 Nov 2023
Description
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.
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.
And we begin the podcast with a special announcement regarding our other regular guest, Firstlinks' Graham Hand.
United States
