Topic: Bear-Market

Join Felicity and Candice as they delve into the historical trends of August trading, analyze the bear and bull markets, and explore the latest updates in the world of investing

In this episode of Equity Mates, expert investor and market analyst Jesse Felder shares his insights on the current market conditions, discussing his belief that we are still in the midst of a bubble and haven't hit the bottom yet.

For the final show of the year, the boys look at the bull-case and the bear-case for 2023, they recap the latest GDP numbers, and take stock of where the property market is at. And then they wish you a Merry Christmas from everyone at Comedian v Economist and Equity Mates Media!

Candice and Felicity are joined for a chat with Ray David who's a Portfolio Manager and a member of the Portfolio Construction Committee within Schroders Australian Equities Team. Ray has been there since July 2012, and prior to Schroders, he worked in the top UBS Emerging Australian Companies team for several years and he was the number one rated small companies analyst in the Australian market. Pretty impressive! Sector responsibilities include media, technology services, software, and healthcare services. Coverage also extends to identifying opportunities in smaller cap to microcap companies, and unlisted investments. Ray joined Schroders in July 2012 from UBS in Sydney where he had held the position of Director and Analyst for Emerging Australian Companies focusing on general industrials, consumer discretionary, technology and services.

Soph brings a treat for Maddy, and then the team chat about the excitement that is FinFest. Then they're into the main chat, which is that the latest inflation numbers are ouuuuuuut and it's flat from June to July in the US... which means that all this inflation chat might *finally* be backing off a little bit. But, Maddy had a work colleague ask her if we were actually in a 'Dead Cat Bounce' which led to a LOT of Googling!

Markets have lifted, but can we really trust this rally? Can we trust central banks? Can we trust the latest inflation data? And can we trust BMW who want to make hardware a subscription service? All this and more on this week's Comedian v Economist.

No one likes a bear market… But market downturns are an inevitable part of investing. Today we share our biggest learnings for how to survive (and thrive) the market crash.

The ASX had its worst week since the Covid Crash of 2020 last week. When will it bottom? The Fair Work Commission has given the biggest pay increase in years to people on minimum wage, while others are just getting $40 bucks. Solar farms are laying idle in the NT, despite the energy crisis, while Bunnings is using facial recognition software on everyone who buys a sausage. All this and more on this week's Comedian v Economist.

The U.S is officially in a bear market. What does that mean? Bryce and Alec look back on the past few days in markets globally. There certainly appears to be no where to hide from the volatility in markets at the moment ... or is there? Stanley Druckenmiller’s recent quote: "This is my 45th consecutive year as a Chief Investment Officer. In 45 years I’ve never seen a constellation or frankly studied one where there’s no historical analogue. Right now I probably have more humility in terms of my views going forward than I’ve ever had." So, who is 'The Druck'? The lads dissect and discuss his portfolio. There are learnings all throughout today's episode.

The global economy is very different to what it was a year ago, which means the stock market is too. On this week's episode, we're chatting with a friend (aka Sophie's housemate) who has been investing for around a year now, about what she's been hearing about how to invest at a time like this. We discuss different companies and industries that we think might outperform in the current market and add them to our hypothetical portfolio. We're excited to have partnered with the ASX to play the ASX Sharemarket Game. The game gives you an opportunity to learn about investing in the share market, without needing to put real money on the line.