25.09.26 Luke Winchester, Merewether Capital

Podcast: ausbiz a.m · ausbiz

Opublikowano: 2026-09-24

Luke Winchester from Merewether Captial weighs in on the impact of US bond yields on global economies, investor concerns and market volatility, opportunities in the market, stock selection and valuations, market volatility and investment strategy, and market performance and economic data. Luke also names his favourite portfolio stock! Chapters 00:00 Market Update: US Equities and Yields01:41 Impact of US Bond Yields on Global Economies03:44 Investor Concerns and Market Volatility05:32 Opportunities in the Market07:35 Stock Selection and Valuations09:23 Market Volatility and Investment Strategy11:04 Market Performance and Economic Data