Airlie's Matt Williams, digital gold, and Warnes on investor complacency 15 Nov 2023

Season 2, Episode 12 Special guest Matt Williams, Head of Australian Equities at Airlie Funds Management, explains the investment approach that's resulted in his firm having market-leading returns. And he details recent investments, including in two 'fallen angels', ResMed and Orora. Our other special guest is Joe Cavatoni, Market Strategist at the World Gold Council. Joe describes the key drivers for gold, its future prospects, as well as the rise of digital gold and its potential to transform the industry. Peter Warnes from Your Money Weekly looks at why rates will remain higher for longer, and investors are complacent about the risks that brings to markets. And we begin the podcast with a special announcement regarding our other regular guest, Firstlinks' Graham Hand.

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Airlie's Matt Williams, digital gold, and Warnes on investor complacency 15 Nov 2023 is an episode from Wealth of Experience by Firstlinks and Morningstar.

This episode is 65:17 long.

This episode was published on Nov 15, 2023.

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