

Finding future blue chips, RBA backed into a corner & the war inside Endeavour
Oct 27, 2023
This podcast explores the impact of hot inflation numbers on the RBA, the future of blue chip stocks, and an upcoming corporate boxing match. They discuss tensions between China and Australia, the challenges faced by Magellan fund manager, and predictions for interest rate rises. They also highlight the expensive funding process of Judo Bank and the impact of the cost of debt on Australian companies. The hosts delve into the wealth generation divide and stagnant share prices, emphasizing the importance of not relying solely on blue chip stocks. They wrap up with excitement for the fallout from Endeavour and upcoming interest rate decisions.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
China's Grip on Graphite Exports and Magellan's Downward Trajectory
02:21 • 4min
Inflation, Interest Rates, and Predictions
06:47 • 7min
Exploring Judo's Expensive Funding Process and the Impact of the Cost of Debt on Australian Companies
13:59 • 2min
The Wealth Generation Divide and Stagnant Share Prices
15:32 • 19min
Wrapping up and looking forward
34:51 • 2min