27.10.26 David Walsh, Sarto Advisory

Podcast: ausbiz a.m · ausbiz

Opublikowano: 2026-10-26

David Walsh from Sarto Advisory focuses on the recent developments in the stock market, particularly the anticipated IPO of Anthropic and its implications for the AI sector, alongside discussions on major tech earnings and economic indicators affecting investment strategies. Chapters 00:00 Market Rebound and Anthropic IPO04:31 Tech Earnings and Job Cuts08:01 Inflation Concerns and RBA Decisions09:11 Exploring Bombed-Out Stocks11:32 Small Caps and Investment Strategies