That 2000's Feeling
Masters in Investing
by Robert Baharian
2y ago
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss: Retailers getting crushed, the price of hamburgers, that 2000's feeling, super-charging property, cashed up investors, and much more ..read more
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We've Given Everything Up
Masters in Investing
by Robert Baharian
2y ago
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss: Earnings season recap, the bull market has ended, rates are exploding, we've given everything up, online shopping, and much more ..read more
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This is The Tech Wreck
Masters in Investing
by Robert Baharian
2y ago
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss: The stock market's valuations, the RBA's tough gig, rates are going up so that rates can come down, is this the tech wreck or is this not the tech wreck, Cathie Wood doing God's work, and much more ..read more
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The Bull is Shot and Wounded
Masters in Investing
by Robert Baharian
2y ago
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss: The worst bullish sentiment since 1992, the slowdown in Sydney and Melbourne's property market, the rise of real yields, the bank of mum and dad, past performance is no guarantee of future results, and much more ..read more
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Don't Abandon Your Bond Strategy
Masters in Investing
by Robert Baharian
2y ago
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss: We're going back to the office, Hong Kong's property market crash, foreign buyers returning to Australia, why investor's shouldn't abandon their bond strategy, recession risks rising, Tesla and Netflix earnings, and much more ..read more
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Stocks and Bonds Must Crash
Masters in Investing
by Robert Baharian
2y ago
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss: Stocks and bonds must crash to curb inflation, a recession is on the way, long bonds have crashed - where to from here, used car sales start to decline, listener questions, and much more ..read more
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Investors Had Nowhere to Hide in Q1
Masters in Investing
by Robert Baharian
2y ago
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss: The death of deglobalisation, investors have nowhere to hide, the most expensive properties in the world, the role infrastructure plays in portfolios (if at all), company profits soaring, and much more ..read more
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Investors Had Nowhere to Hide in Q1
Masters in Investing
by Robert Baharian
2y ago
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss: The death of deglobalisation, investors have nowhere to hide, the most expensive properties in the world, the role infrastructure plays in portfolios (if at all), company profits soaring, and much more ..read more
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The End of an Office Era
Masters in Investing
by Robert Baharian
2y ago
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss: An end of an office era, the return of shipping delays, the yield curve might just be wrong, rising rates may not be as bad for Aussies with mortgages as what we're hearing, what happens to stocks when rates rise, and much more ..read more
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The Recession Oracle
Masters in Investing
by Robert Baharian
2y ago
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss: The expected downturn in Sydney's property market, COVID's market bottom anniversary, has the stock market bottomed, the upcoming recession, rising inventories, active management's struggle, and much more ..read more
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