Bryce and Ren are joined by long-time friend of the show Andrew Brown, value investor and Executive Director at East 72, to put 14 big calls on the table for the year ahead and, as always, Andrew will be back at the end of the year to be held accountable.
There are bold calls on IPOs, spinoffs, Asia, precious metals, the world's sexiest airport, sports teams, and why Australia may once again lag global markets before finishing with a few silver linings to watch closely.
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In this episode:
01:56 Community bold predictions: Bitcoin & AI
03:18 #1: More companies return to public markets (IPOs)
07:16 #2: A wave of spinoffs from global conglomerates
09:24 #3: Active management starts to outperform
13:08 #4: Equal-weight S&P 500 beats the index
15:37 #5: Stick with Asia despite strong gains
18:37 #6: Alternative asset managers struggle
21:08 #7: Unlisted sports teams are in a bubble
24:14 #8: Precious metals bubble starts to unwind
27:01 #9: “Quality” stocks underperform again
29:24 #10: Australia underperforms global markets
32:33 #11: UK stocks continue to surprise
34:56 #12: Investing democratisation accelerates
38:43 #13: Beaten-up apparel brands bounce back
41:07 #14: Australian tourism benefits from weak AUD
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