A second episode this week! Topics on the agenda today; how Marcus Today & Nucleus Wealth have performed thus far throughout the Coronavirus Crash, Marcus’ unique investment perspective, the impact (or lack thereof) of interest rate drops to the market, Trump’s obsession with the stock market, if there will be structural changes in Australia after the crash, hybrid bonds, and as always, what all of this means for investments
In today’s webinar and podcast, hear from MB Fund’s Head of Investment Damien Klassen, Chief Strategist David Llewellyn Smith, Head of Operations Tim Fuller and Marcus Padley of Marcus Today as they cover “Coronavirus: Inside the mind of a trader”
Take us on your daily commute! Podcasts now available on iTunes and all major Android Podcast Platforms for Nucleus Insights.
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Tim Fuller is Head of Operations at the Macrobusiness Fund, which is powered by Nucleus Wealth.
The information on this blog contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Tim Fuller is an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Nucleus Advice Pty Ltd – AFSL 515796.
- MB Fund Podcast: Quantifying the Bubble (updated with podcast version) - June 19, 2020
- MB Fund Podcast: Markets disconnect from reality: what comes next? (Updated with podcast version) - June 12, 2020
- MB Fund Podcast: Will the Australian Property Market Crash or Climb? With Martin North - June 5, 2020
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My mum thinks Marcus is hot. Watch out.
I loved this today! Listening to a purely sentiment/technical trader chatting with value/macroeconomics guys. I did love his ‘it is too hard to understand it all, there are too many assumptions in all of the models, so I just trade on the sentiment of all the people who do’.
My philosophy has always been: Use value & macroeconomics to work out ‘what’ to buy and sell, but use technicals to work out the ‘when’ to buy and when to sell (I got out of all Aus equities early Feb). But it all takes to much time – so I just hold ETF’s and Funds and play with my %’s of each.
Hmm… “you can’t make macro predictions…” said to the people who have done exactly that, successfully. He should read Tetlock
Maybe, guys, you should have an option called:
CB10% – where CB means Chris Becker, just to spice things up. I think many people would accept that.
I agree with MP, but he is too early, the other foot has not yet dropped…