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Ep 27: Phil King - Absolute Return Investing

Inside the Rope with David Clark

00:00

The Current Market Opportunity for Growth Companies

Australia doesn't have the Facebooks or the Google's, but we've certainly got a lot of very exciting, smaller companies. And Altium and Appium are two examples of that. I don't think the stock market fully factored in the decrease in interest rates over the last 10 or 20 years. We're always wary when people say things are different this time. A true bear market is something you really have to appreciate. It's when every new low is lower than the previous low. There's lots of opportunities on the short side in those bear markets.

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