Basis Points
War, rebounds & rate hikes: Why you shouldn’t go all-in on Equities
27:02
Markets shrugged off a US-Iran conflict and rallied, but should they have?
Canaccord CIO David Cassidy breaks down why a lot of good news is already priced in before a deal has even been reached.
In this episode:
00:00 Market Setup And War Impact
04:40 RBA Risks And Aussie Outlook
08:05 Volatility Strategy And Corrections
12:05 Fixed Income And Private Markets
15:04 Rare Earths And ASX…