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Looking outside the Mundane Seven

Looking outside the Mundane Seven

Update: 2024-10-11
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Uncover the opportunity of the overlooked equities in the Australian market with Dion Hershen from Yarra Capital Management, as he offers unparalleled insights into the ASX200's not-so magnificent seven - the big four banks and iron ore miners. We'll explore how these banks are experiencing stagnant earnings and dissect the implications of the market's dependence on such few sectors. Are these trends sustainable amidst Australia's slow economic growth and competitive pressures? 

The conversation spans various investment horizons, from infrastructure to technology. Discover how companies like Square and APA are promising prospects in their respective sectors, and get the latest on market trends affecting Australian businesses. We examine the concept of "JAWS," which underscores the financial pressures many sectors face, and spotlight the healthcare industry's fascinating journey with GLP-1 drugs and their unexpected synergy with sleep apnea treatments. 

Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and aren't tailored to individual financial situations and do not contain financial advice. Views expressed by presenters may not align with Praemium's and nothing in this podcast should be seen as an endorsement or recommendation of the product or strategy. For more information about Praemium, including our disclosure documents, please visit our website.

We recommend that individuals seek professional financial advice before taking action.

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Looking outside the Mundane Seven

Looking outside the Mundane Seven

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