

649b equity market update, investment structures, Tesla’s dominance, Apple vs Microsoft + more (campfire chat with Gemma Dale)
Dec 6, 2023
In this campfire chat, Glen James is joined by Gemma Dale, Director of SMSF and Investor Behaviour at nabtrade. They discuss the performance of different markets, recent deals, venture capital funds, stock market performance, managed accounts vs. pooled asset vehicles, ETFs, investment structures and tax considerations, innovation in financial services, and the importance of consistency and quality decisions in investing.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10
Introduction
00:00 • 5min
Recent Deal with Origin and Speculation on Lithium Market
05:18 • 21min
Analysis of past performance and the advantage of VC funds
26:01 • 3min
Observations on Stock Market Performance and Free Kicks
28:39 • 5min
Managed Accounts vs. Pooled Asset Vehicles
33:30 • 10min
Conversations about ETFs, brokerage businesses, prop trading, margin lending, and investment apps
43:37 • 5min
Focusing on Quality and Consistency in Investing
48:21 • 6min
Investment Structures and Tax Considerations
54:28 • 18min
Innovation in Financial Services and Selling Stocks for Profit
01:12:22 • 9min
Importance of Consistency, Quality Decisions, and Behavior in Investing
01:21:22 • 2min