The Denker Capital podcast
Navigating the narrow global equity market
June 21, 202314 min · 2,067 words
Show notes
In this episode, Jacobus Oosthuizen and Nigel Barnes discuss the performance of global markets in 2023 - exploring the impact of tech stocks and the AI frenzy, and factors that have contributed to the performance of the Denker Global Equity Fund and the Denker Sanlam Collective Investments (SCI) Global Equity Feeder Fund this year. They also touch on our investment approach and some stock ideas and shed some light on the challenges and opportunities that lie ahead.
Highlighted moments
So if you exclude the top 10 stocks, the market has been pretty much flat.
“Two years ago, you would have thought that Google's moat is almost impenetrable. And here comes a new technology that just disrupts it.”
“It means there's almost $100 billion of U.S. treasuries that they are allowing to roll off every month. It's a massive withdrawal of liquidity from the system.”
Transcript
Transcript not available for this episode yet.
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