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Content provided by Greg Canavan, Fat Tail Investment Research, Greg Canavan, and Fat Tail Investment Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Greg Canavan, Fat Tail Investment Research, Greg Canavan, and Fat Tail Investment Research 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.
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Retail Stocks Ask: Where's the Inflation?

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Manage episode 385564696 series 3479196
Content provided by Greg Canavan, Fat Tail Investment Research, Greg Canavan, and Fat Tail Investment Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Greg Canavan, Fat Tail Investment Research, Greg Canavan, and Fat Tail Investment Research 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.

In the latest episode of What’s Not Priced In, Greg Canavan and Kiryll Prakapenka discuss:

- RBA thinks Australia’s inflation is ‘increasingly homegrown and demand driven’

- But are ASX retail stocks saying something different?

- What do recent updates from Accent Group, Lovisa, Kogan, Temple & Webster, and Nick Scali suggest?

- What is going on with Origin Energy?

- High cost of capital is forcing investors to get serious about valuations

- Now is a good opportunity for investors who can ‘do their homework’

- ‘Investing is not about what you believe but what you believe that’s different to what the market believes’

- AI is not a substitute for great, creative investment research

- Nvidia’s massive beat impressive, but largely priced in

To learn about Greg's premium service Fat Tail Investment Advisory go here.

For more free research, check out Money Morning Australia.

Check out our YouTube Channel https://www.youtube.com/@FatTailInvestmentResearch

All content is © Fat Tail Investment Research Pty Ltd All Rights Reserved.

We provide general financial product advice only. The advice published by Fat Tail Investment Research has been prepared without taking into account your objectives, financial situations or needs. Before acting on our recommendations, you should consider their appropriateness to your specific investment objectives, financial situation and needs. If you are uncertain as to what your objectives and needs are, you should contact a financial adviser or stockbroker who is licensed to provide you with personal financial product advice.

Financial Services Guide

Please keep this guide for future reference. A copy is available from us on request or can be downloaded from our website at fattail.com.au/financial-services-guide/. If you do not understand anything in it, or require more information, please feel free to contact us here.

  continue reading

35 episodes

Artwork
iconShare
 
Manage episode 385564696 series 3479196
Content provided by Greg Canavan, Fat Tail Investment Research, Greg Canavan, and Fat Tail Investment Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Greg Canavan, Fat Tail Investment Research, Greg Canavan, and Fat Tail Investment Research 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.

In the latest episode of What’s Not Priced In, Greg Canavan and Kiryll Prakapenka discuss:

- RBA thinks Australia’s inflation is ‘increasingly homegrown and demand driven’

- But are ASX retail stocks saying something different?

- What do recent updates from Accent Group, Lovisa, Kogan, Temple & Webster, and Nick Scali suggest?

- What is going on with Origin Energy?

- High cost of capital is forcing investors to get serious about valuations

- Now is a good opportunity for investors who can ‘do their homework’

- ‘Investing is not about what you believe but what you believe that’s different to what the market believes’

- AI is not a substitute for great, creative investment research

- Nvidia’s massive beat impressive, but largely priced in

To learn about Greg's premium service Fat Tail Investment Advisory go here.

For more free research, check out Money Morning Australia.

Check out our YouTube Channel https://www.youtube.com/@FatTailInvestmentResearch

All content is © Fat Tail Investment Research Pty Ltd All Rights Reserved.

We provide general financial product advice only. The advice published by Fat Tail Investment Research has been prepared without taking into account your objectives, financial situations or needs. Before acting on our recommendations, you should consider their appropriateness to your specific investment objectives, financial situation and needs. If you are uncertain as to what your objectives and needs are, you should contact a financial adviser or stockbroker who is licensed to provide you with personal financial product advice.

Financial Services Guide

Please keep this guide for future reference. A copy is available from us on request or can be downloaded from our website at fattail.com.au/financial-services-guide/. If you do not understand anything in it, or require more information, please feel free to contact us here.

  continue reading

35 episodes

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