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Podcast: Australian Investors Podcast
Episode: The 3 best indicators of performance, top-down v bottom-up, private equity funds & more ft. Lincoln Smith, Kevin Toohey, Drew Meredith & Owen Rask
Description: Kevin Toohey of Atchison Consultants and Lincoln Smith of Albourne Partners are investment researchers and consultants with expertise spanning multiple asset classes. In this Australian Investors Podcast episode, Drew Meredith, CFP and Owen Raszkiewicz host Kevin and Lincoln and get them to answer a bunch of questions around the macroeconomic outlook, how stock markets work and the way they invest. You each get three indicators to research and predict the 3-year performance of the stock market (e.g. factors, macro signals, etc.); but you can’t pick the same indicator the other person just picked. Mean...