21.10.26 Luke Winchester, Merewether Capital

Podcast: ausbiz a.m · ausbiz

Opublikowano: 2026-10-20

The conversation covers the latest trends in global markets. Luke Winchester from Merewether Capital focuses on key earnings reports from companies such as SpaceX and Netflix, as well as the challenges faced by AI firms and local market dynamics in Australia. Luke also discusses the outlook for small and micro cap stocks. Chapters 00:00 Global Market Overview02:57 Earnings Insights: SpaceX and Netflix05:54 AI Sector Challenges and Opportunities09:00 Local Market Dynamics and Microcap Opportunities