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DON'T flee the NASDAQ! Tesla pops, Zip flops, guess my PE, what is long term? And best sectors to buy in 2023

Australian Investors Podcast

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The Dynamic of Interest Rates

Interest rates could go back to low, I guess. So it's still impacting homeowners even though the RBA might not be moving. Even though a lot of the rate increase have already pushed forward. We're still allocating to private markets and some of the more illiquid asset classes. There was a shout out to buyback capital on Twitter. Great follow for a bit of humour and insight. It basically showed someone with a profitable business idea and then a tsunami of super funds trying to allocate money to them. That's basically what's going on right now is the super funds are so much money. They've got 70 to 80% in growth. Probably if interest rates lower in our targets

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