Magic Markets #84: A First Half to Forget

Episode 84 July 13, 2022 00:34:46
Magic Markets #84: A First Half to Forget
Magic Markets
Magic Markets #84: A First Half to Forget

Jul 13 2022 | 00:34:46

/

Show Notes

In the past six months, the markets weren’t a happy place. Whether you were in bonds or in stocks, you suffered. The bull and bear markets of 2020 - 2022 have been severe, driven by unprecedented levels of stimulus and macroeconomic volatility.


In difficult times, it’s important to lift your head and (try to) shut out the noise. The team from AnBro Capital Investments has done exactly that. They have released research around the impact on different sectors of this bear market vs. the Global Financial Crisis (GFC) that marked the end of a multi-year bull market in 2007. Growth stocks have suffered the most this year. Importantly, this is a function of valuation rather than underlying performance, as multiples had simply run too hot by the end of 2021.


In this episode, we discuss the different sector impacts as well as the differences between this bear market and the GFC. We also discuss the investment thesis that drives the thinking in the Unicorn portfolio that is managed by AnBro.


Episode 84 of Magic Markets is brought to you by AnBro Capital Investments, an authorised Financial Services Provider FSP number 48371.


Invest in the future. Invest in growth. Visit investinunicorns.com for more information.

Other Episodes

Episode 167

March 20, 2024 00:29:27
Episode Cover

Magic Markets #167: Hidden Growth Gems - Madrigal and Myomo

For those who have been with us since the very beginning of Magic Markets, Moe’s blue hoodie is back! Well, a blue hoodie is...

Listen

Episode 156

December 20, 2023 00:26:24
Episode Cover

Magic Markets #156: Oracle and Adobe

In the final Magic Markets episode for 2023, hosts Mohammed Nalla and The Finance Ghost covered two global technology companies that sit adjacent to...

Listen

Episode 49

October 28, 2021 00:26:32
Episode Cover

Magic Markets #49: Heroes and Net Zeroes

There’s nothing more topical than ESG. There’s also nothing more complicated and politically sensitive on the global stage.  With COP 26 taking place soon...

Listen