In this episode, we dive into a comprehensive review of the end of the financial year, focusing on market performance in the first six months of the year.
Discover the stark differences between the US and Australian markets. The US experiences magnificent returns driven by strong corporate earnings, particularly from the Magnificent Seven stocks. Learn about key statistics, such as the S&P's Sharpe ratio and how market risk is currently priced.
We also explore the potential for a further 9% gain in the S&P 500 and discuss strategies like protected positions to maximize returns while mitigating risks. The episode highlights the impact of central bank policies, the potential for interest rate changes, and the influence of geopolitical factors.
Finally, we touch upon the upcoming US presidential election and its potential effects on the markets. Join us for a detailed analysis and actionable insights to help you prepare for what's coming next. Don't just take notes; take action!
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