Show notes
In this episode, all of the Denker Capital portfolio managers chat to Nigel Barnes about the current and near-term prospects within the local and global areas that they cover.
Highlighted moments
So you want to replace fear with FOMO. I mean, the next part of the cycle, you're going to be missing out.
“I've never seen the bank sector as strong in terms of capital and reserves. And as healthy in terms of their loan books. And that's largely thanks to all the regulatory changes post 2008.”
“We're dealing with structural issues like deglobalization, tariffs, sanctions, labor constraints. We think government's ability to service interest rates, high interest rates, is very limited.”
“you are now buying that future at 20, 20 odd percent cheaper than it used to be. So it is inappropriate to have had an equity allocation in December, have taken some losses on that and not reallocate capital into that position.”
Transcript
Transcript not available for this episode yet.
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