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Short Meta, long Tesla? RUL & NWL jump, Bega Cheese (BGA) no good?, how ETFs pay dividends & how to read the fear and greed index

Australian Investors Podcast

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The Threat of Falling Earnings Growth in the US

Good companies with pricing power are able to protect their margins. There was an article, I can't remember what publication it was, but they talked about one in six fund managers failing. That's where we were, everyone forgets where we were. We needed the pandemic to have a kick up the economy and that became too much for kick at the same time as supply chains were broken completely. Probably there's also a lot of talk that the threat of falling earnings growth in the US and all these economies is that may not actually be as bad as we thinkthat these companies are more resilient.

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