Stick to your knitting: Anton Tagliaferro’s secret to high conviction investing

Stick to your knitting: Anton Tagliaferro’s s...

Up next

Why Jillian Broadbent believes reform, not rhetoric, will drive Australia forward

Jillian Broadbent has worked at the heart of Australia’s financial and policy institutions for decades. She began at the Reserve Bank under Nugget Coombs, helped build Bankers Trust during deregulation, and later served three terms on the RBA board through the Asian and global fi ...  Show more

This ain’t junk! Why GYG’s Steven Marks refuses to compromise on quality

Guzman y Gomez Founder & co-CEO Steven Marks joins Matthew Kidman to discuss his decision to leave Wall Street, the tough early years building GYG, why quality is non-negotiable, and what comes next as the business expands into the US. 

Recommended Episodes

Matthew Kidman: The two best times to make money in markets are coming
The Rules of Investing

In this episode of The Rules of Investing, Centennial’s Matthew Kidman shares his playbook for the late stage of a structural bull market. He explains why valuations don’t matter (for now), how he found his first 10-bagger, and the standout management teams on the A ...

  Show more

153. Steve Eisman, the Real-Life "Big Short" Investor, on Tariff Panic and Lessons From the 2008 Crisis
The Wall Street Skinny

Send a textThis week on The Wall Street Skinny, we’re diving headfirst into one of the most volatile weeks in recent memory—and we brought backup. After a whiplash-inducing reversal in the bond and equity markets, Jen and Kristen break down how the tariff announcements are rippli ...  Show more

Tocqueville's Petrides: Outside the 'Magnificent 7', stocks look attractive
Money Life with Chuck Jaffe

John Petrides, portfolio manager at Tocqueville Asset Management, says that both stocks and bonds are relatively cheap right now, noting that if you back out the companies that have led the market this year -- the so-called "Magnificent Seven" --  stocks are trading at about 14 t ...  Show more

Market Rebounds but Growth Is Uncertain
Thoughts on the Market

Although markets have recovered over the last few weeks after a sudden drop, our Head of Corporate Credit Research warns that investors are still skeptical about the growth outlook.


----- Transcript -----


Welcome to Thoughts on the Market. I'm ...

  Show more