Dollars Making Sense 2 Dec 2019
Catch the next edition on YouTube of our weekly video cast on money, investing and finance.
In this week's edition we cover the following:
00:00 Introductions and Movember moustache is now gone!!
01:36 weekly review of the market, record highs and on a Christmas tear away and RBA Gov Lowe and possible interest rate cuts
04:15 not much happening in Govt and mainstream media not saying anything
05.15 WBC talk of the town on the back of the Austrac scandal and 23m transactions
09:05 RBA discussions, talks and interest rates
09:59 QE – quantitative easing, when all else fails, central banks step and buy in
14.30 GFC type stimulus needed possibly?
16:32 Australian Investors Association panel discussion on Tuesday evening, featuring Henry Jennings from Marcus Today, Ashley Brown from Stanford Brown, moderated by Ray Trevisan, OTG Capital – will be recorded and available later and will banks pass on interest rate cuts next time around?
19:00 AMEX cards and their loyalty programs – a rant from Ray
21:13 Sydney Airport – “bond proxies”, Badgerys’s Creek and lack of growth option, Trans Urban and beep stocks
27:55 Submarine contracts costing $225bn
30:12 Henry’s stock picks – 8.11% up and doing well
32:20 Boring stocks are going very well, while the banks are tanking
33:55 www.beeksdownunder.com and defensive stocks
34:40 15 December and the next round of tariffs – could impact US consumers very hard, therefore impact on US stocks could be quite high
37:15 EML.AX EML payments – what a rise!!, retail gift card sector that is pushing into the US gambling marketplace – pre-paid cards used to bet on sports
42:00 Wrap up
Next week with more market tips.
Thanks for reading and watching.