Welcome to the Fort Street Asset Management podcast – where we talk finance without the boring bits! Join Richard and Clint for a mix of market insights and good-natured banter.
In this June episode, Richard and Clint dive into the month’s hot topics. Kicking off with a nod to the 4th of July, they explore how inflationary trends impact the market. They then delve into the two competing themes in portfolio management and how these strategies are unfolding in today’s economic climate. The conversation naturally shifts to the potential impacts of upcoming elections on the economy, providing valuable insights into what investors should watch.
Richard and Clint also address the widening divide between the left and right and its implications for financial markets. They humorously tackle the age-old debate about gold, referring to it as a “stupid rock” while weighing its value in modern portfolios. The episode wraps up with a deep dive into China’s economic landscape, offering perspectives on what might lie ahead for one of the world’s largest economies.