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Flee the NASDAQ! The 5 BIG risks in 2023, Owen & Drew's best investing themes for then next 6 months, Metcash and CKF pop & Medibank slapped by cyber penalties

Australian Investors Podcast

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What to Watch Out for in the Second Half of 2024 Investment Related

If you had one thing to watch out for, I can tell you what my detail is. One of mine would be valuations of unlisted assets. And number two would be floating around. Would you include all the property in that? Yeah. So office property is right on the pointy end of that unlisted? Yes. They've been hurt. Definitely. You're seeing more and more properties recently selling at 10 to 15 percent discounts to their book value from super funds from property managers. It's crazy. Don't have to be negative though. That...

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