The signal in the noise – how to focus on the numbers that matter
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Show Notes
While those with a good story can enjoy great success in markets, numbers can reveal trends and themes that the headlines may be missing.
Talaria Capital’s Hugh Selby-Smith joins the podcasts to talk about the real data points he’s focussed on, including:
- Whether US exceptionalism can continue to deliver for investors
- Why markets are myopic on tariffs and more
- How capital expenditure drives returns
- The demographic shifts no developed nation is avoiding, and
- Where he’s looking for opportunity in today’s markets.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.