

Santa rally, Optus incommunicado & bank profits slump
Nov 10, 2023
This podcast covers the RBA's rate hike, the market rally and takeover battle for Origins, Optus's network outage mishandling, and the cautious outlook for the coming year. The hosts analyze the impact of the RBA rate hike, discuss Optus's poor communication during the network outage, and express caution for the coming year due to a softening global economy and expensive equities.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 3min
Market rally, takeover battle for Origins, and skepticism about proxy advisors
02:37 • 4min
Analyzing the Impact of RBA Rate Hike
06:32 • 10min
Optus Network Outage: Communication Mishandling and Customer Confidence
16:40 • 8min
UBS conference, RBA decisions, and SON Conference
25:02 • 4min
Performance of the local market, Santa rally, and cautious outlook for the coming year
28:42 • 2min