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ETF bubble? Peter Lynch & Michael Burry were dead wrong about ETFs. Here's why. ft. Betashares' Cameron Gleeson

Australian Investors Podcast

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What's One Thing That You Believe About Investing or Finance?

I think one thing that sort of, you know, just sort of runs around the back of my head is that I think a lot of people or the market expects that whether or not we have a US recession or a soft landing on the other side of either of those two things. There's perhaps an expectation that Fed policy and central policy will lower rates and that inflation will get back under control. And look, there has been some comments about we've moved into a new normal post COVID which means we move production of widgets from low cost areas like East Asia to say high cost areas such as the U.S. That could create potentially an inflation uplift over the next 20 to 30

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