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Interview: Why this investor says the US is "a dangerous place to be operating"

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Manage episode 480589114 series 2749949
Content provided by Adam Lang and Fear and Greed. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Lang and Fear and Greed or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

After a chaotic month full of tariffs and market swings, we're now into confession season, when companies might tell investors that earnings and/or revenue may not be as good as forecast on the back of the US trade war.
Matthew Kidman, Principal at Centennial Asset Management, helps Sean Aylmer to make sense of what's happening right now, including what investors can make of the results coming out of the big US tech companies like Meta and Microsoft.
This is general information only and you should seek professional advice before making investment decisions.

Find out more: https://fearandgreed.com.au

See omnystudio.com/listener for privacy information.

  continue reading

4316 episodes

Artwork
iconShare
 
Manage episode 480589114 series 2749949
Content provided by Adam Lang and Fear and Greed. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Lang and Fear and Greed or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

After a chaotic month full of tariffs and market swings, we're now into confession season, when companies might tell investors that earnings and/or revenue may not be as good as forecast on the back of the US trade war.
Matthew Kidman, Principal at Centennial Asset Management, helps Sean Aylmer to make sense of what's happening right now, including what investors can make of the results coming out of the big US tech companies like Meta and Microsoft.
This is general information only and you should seek professional advice before making investment decisions.

Find out more: https://fearandgreed.com.au

See omnystudio.com/listener for privacy information.

  continue reading

4316 episodes

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