All Episodes
Episodes
How My High Conviction Strategy has Paid Off in Spades
This week’s update covers;
The big payoffs starting to roll
Small & midcap M&A is a given - individually just a matter of when
In the sweet spot for multiple industry groups
Access the YouTube version of...
View Episode
Diversification is Dead, But…a Rich Outlook for Investors?
This week’s update covers;
More rate pain for Australia, recession looming, business to be squeezed
Copper deficit - coming to a store near you
Gold held back by higher rates
Access the YouTube version of this...
View Episode
The Bulls are Out to Play & Contrarian Opportunities Emerging
This week’s update covers;
Go where the profits are!
Finally - some decent US market breadth
Plenty of contrarian opportunities waiting
Access the YouTube version of this podcast at...
View Episode
“Risk On” US Stock Market Takes Off + What it means for ASX Investors
This week’s update covers;
The more commodity prices fall, the more I like them
US strength amazing, but narrowly focused
Semiconductors roar as A.I. euphoria takes hold
What would debt default do to stocks?
Access...
View Episode
The Best Environment for ASX Mining Stocks in My Lifetime
This week’s update covers;
Clarity & patience paying off in a big way
Many commodities still struggling & that's the opportunity
Importance of confidence & conviction in your process
What is the process...
View Episode
US Market Grim, But…Get Excited About ASX Stocks
This week’s update covers;
Stock & sector selection never been more critical
Caution is absolutely warranted, BUT...
Plenty of ASX stocks to get excited about
More mega-deals in lithium
Access the YouTube...
View Episode
Stock Markets are Happy, But Should They Be? Reason for Caution, but a Huge Opportunity Looms in Australia
This week’s update covers;
Markets are happy, but should they be?
The best way to deal with the uncertainty
A huge opportunity looms in Australia
Gold sets new all-time peak
Access the YouTube version of this...
View Episode
Outlook for Market Sentiment, Lithium & Smart Investing
This week’s update covers;
Perspective on lithium
The reality of smart investing - so many different ways to do it
Outlook for market sentiment
Access the YouTube version of this podcast at...
View Episode
Lithium Stocks Fundamentally Cheap - Don’t Believe the Doomsayers
This week’s update covers;
Outlook for lithium stocks
US indices at the cross-roads & looking challenged
Chile decision the beginning of end for S. American resources
Gold pummeled again
Access the YouTube...
View Episode
Textbook Contrarian Setups in Resources & Energy | Stock Market Outlook
This week’s update covers;
Will the last month set the tone for American indices in 2023?
Begrudgingly moving higher
Gold, copper, lithium stocks all finished the week stronger
Access the YouTube version of this...
View Episode
The Best Place to Make Money Got Even Better | Stock Megatrends
This week’s update covers;
Huge uncertainty remains but...
Some groups now even higher probability of big success
Gold breaks magical $2,000 barrier
Access the YouTube version of this podcast at...
View Episode
ASX Resources on the Cusp of Another Boom?
This week’s update covers;
Major M&A takes off in lithium
Outlook for copper becoming robustly clearer
Breakouts galore in the US market
Access the YouTube version of this podcast at...
View Episode