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PME, XRO & TLS killin' it, VDHG for life? Too late to FANG? A.I. bubbles & why Deremith is off my Christmas card list

Australian Investors Podcast

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The Recession and the Share Market

It could be a market, you know, an economic recession that doesn't even impact the share market. So many different businesses. It's not the economy. And that's why, like at the moment with clients, we're not throwing the baby out with the bath water. I think it's just still having that long term view to when you're building portfolios. That's actually bringing something interesting I've been thinking about a lot lately is that shifted to bonds. Where are you with that?

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