Episode: "[QBE] is a lazy person's exposure to interest rates" - Gaurav Sodhi
Description: Gaurav Sodhi from Intelligent Investor and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: DMP, CXM, PPK, ALC, KME, BRG, XRF, CAA, FDV, AIA. Our stock of the day is QBE Insurance (QBE). Hosted on Acast. See acast.com/privacy for more information.
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