Structural market change investors have to accept with Romano Sala Tenna

We got fundie Romano Sala Tenna back in the studio for a cracking ep, honing in on 2024 learnings and the outlook for 2025.

We dive into the passive vs active debate, momentum going ballistic, being overweight miners and a whole heap of individual stocks that range from being hated to loved.

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(0:00:00)Introduction

(0:01:53)Passive Super Fund flows

(0:10:37)P/E growth of the big dogs

(0:15:41)Will everything blow up?

(0:21:38)The India wave and Banks vs Materials

(0:25:10)Whitehaven

(0:31:58)Coronado

(0:34:01)South 32

(0:38:16)Boss Energy

(0:40:48)De Grey

(0:43:13)Arcadium

(0:46:30)Min Res

(0:56:40)West African Resources

(1:05:34)Santos and Westgold

(1:09:02)Cash holding