In this episode of the Making Cents of it All podcast, co-hosts ⁠⁠Kenneth Beanland⁠⁠ and ⁠⁠Louis Dooley⁠⁠ explore how aggressive interest rate expectations and moderating inflation are reshaping global markets.They break down the dislocation between Australian financials’ earnings expectations and valuations, the resilience of US tech earnings and why real assets might offer more stability and upside in today’s uncertain markets.

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Reach out to us at ⁠⁠⁠makingcentsofitall@vincents.com.au⁠⁠⁠ or on LinkedIn with any questions, feedback or topic requests.

The information contained in this podcast should not be interpreted as advice. It is general in nature and does not take into account your individual financial situation or needs and should not be relied upon. Before making any investment, insurance, tax, property or financial decision we recommend you consult with a licensed professional adviser to consider your unique circumstances. Guests appearing on this podcast may have a commercial relationship with the companies mentioned.