• Money and Investing with Andrew Baxter

  • By: Andrew Baxter
  • Podcast
Money and Investing with Andrew Baxter cover art

Money and Investing with Andrew Baxter

By: Andrew Baxter
  • Summary

  • Money and Investing with Andrew Baxter looks at growing wealth and investment strategies for everyday Australians.
    Copyright Andrew Baxter - Australian Investment Education 2020 All rights reserved.
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Episodes
  • US Economy - Market SWOT Analysis
    May 19 2024

    Welcome to the Money and Investing show with hosts Andrew Baxter and Mitch. In this episode, we comprehensively analyse the US stock market and economy, enumerating each of its Strengths, Weaknesses, Opportunities, and Threats (SWOT).

    We start by elaborating on the strengths of the US economy, which include a robust consumer market, encouraging employment data, and impressive earnings growth. We also shed light on the commendable work of Jerome Powell and the US Central Bank in securing the economy amidst various challenging situations.

    Transitioning to weaknesses, we discuss the narrow breadth of the US market and the soaring inflation. We contemplate how an overvalued market can potentially make it susceptible to a drastic sell-off, especially in the absence of the anticipated earnings growth.

    Discussing opportunities, we pinpoint the market’s positive momentum, fuelled by an optimistic sentiment and earnings growth, providing a valuable window for investors. We also discuss the potential of bond plays, especially if we have reached the peak of interest rates. As for threats, we consider the uncertainty of inflation and its potential impact on consumer spending and company earnings.

    In addition to the SWOT analysis, we also delve into potential political shifts in the US, focusing on a potential return of a Republican government and its implications for the US economy and stock market. We discuss potential tax cuts under a hypothetical second term for President Trump and the possible return of trade tariffs, especially with China.

    We proceed to scrutinize how such political shifts could affect business profitability and earnings. We also delve into market volatility and the opportunities and uncertainties it brings, specifically regarding energy and commodities.

    Ultimately, we discuss the threats posed by geopolitical and US political tensions and the potential disruptions posed by stubborn inflation and imminent elections worldwide.

    Join us on this journey as we dissect each aspect and comprehend the strategic implications of policy changes on market dynamics.

    Subscribe to our Channel: https://www.youtube.com/channel/UCfmaldKMEUc5qXeIQ7zEBeA?sub_confirmation=1

    FREE Online Training with Andrew Baxter: https://bit.ly/cod-online

    Subscribe to Money and Investing Podcast: http://www.moneyandinvesting.com.au/

    The Wealth Playbook: Your Ultimate Guide to Financial Security: https://www.wealthplaybook.com.au/

    The Wealth Playbook on Audible: https://www.audible.com.au/pd/The-Wealth-Playbook-Audiobook/B0CXYYWZTB?qid=1711282387

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    24 mins
  • What Stocks are currently in Andrew's Portfolio?
    May 12 2024

    Dive deep into the intricate world of veteran investor Andrew Baxter in this Money and Investing Show. Explore his cutting-edge investment strategies, portfolio's content, and the logic behind his decisions. Discover the stocks, ETFs, and bonds he holds and learn the techniques he uses to maximize rewards while minimizing risks. By delving deeper into his wisdom, you'll gain valuable insights into market trends and effective investment approaches.

    In this episode, Baxter elaborates on his expectations for US interest rate cuts and how he's positioned himself to benefit from them despite the delay in implementation. Learn about his keen use of long US treasuries, additional options with bonds, and his stance on triple-geared US treasury exchange-traded funds. He also addresses the challenges of volatile inflation data, sharing his astute risk management strategy amid uncertainty.

    Further, Andrew talks about his exposure to the NASDAQ, his use of T-Triple-Q for portfolio diversification, and the importance of company earnings during the investment decision-making process. He also discusses his long-term holding in the Indian equity market enabled through the PIN ETF and his stance on potential exposure in the energy sector and lithium.

    Follow along as experienced trader AB navigates through complex topics, from technical setups identified while trading to lithium’s “golden fingerprint” and the utility of Bollinger Bands coupled with on-balance volume. He also shares his asset allocation strategy, a "smash and grab” trades approach, balancing high risk and potential gain.

    Don't miss AB's valuable advice on risk management, explaining why it's crucial to understand your personal risk appetite. The episode concludes with useful tips for budding investors and emphasizes simple yet effective means of choosing appropriate investment instruments and tactics.

    Subscribe to our Channel: https://www.youtube.com/channel/UCfmaldKMEUc5qXeIQ7zEBeA?sub_confirmation=1

    FREE Online Training with Andrew Baxter: https://bit.ly/cod-online

    Subscribe to Money and Investing Podcast: http://www.moneyandinvesting.com.au/

    The Wealth Playbook: Your Ultimate Guide to Financial Security: https://www.wealthplaybook.com.au/

    The Wealth Playbook on Audible: https://www.audible.com.au/pd/The-Wealth-Playbook-Audiobook/B0CXYYWZTB?qid=1711282387

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    18 mins
  • Unveiling 5 Hidden Opportunities in Controversial Sectors
    May 5 2024

    Step into the world of controversial investment sectors with Andrew Baxter and Mitch on another episode of The Money and Investing Show. In this episode, our dedicated hosts guide you through the potentially lucrative yet morally challenging landscapes of defence, tobacco, gambling, pharmaceutical and environmental sectors.

    We kick off the discussion with an inside look into the defence industry, weighing the influence of international politics and spotlighting Lockheed Martin and General Dynamics as potential investment avenues. From there, we examine the controversial tobacco industry, highlighting the reliable cash flow versus its lasting health consequences.

    Further into the episode, we explore the gamble of investing in the gambling industry. Focusing on the struggles and triumphs of Tabcor and Star, our hosts illuminate the fine balance between high risk and high reward. Finally, we delve into the burgeoning environmental sectors, exemplified by market leaders like Tesla, shedding light on the importance of well-timed strategic investment decisions.

    Our journey into controversial sectors continues as we scrutinize the impact of interest rates and inflation on the consumer market alongside ethical considerations in pharmaceutical investments. With a closer look at the weight-loss drug Zempic and its producer, Novo Nordics, we encourage listeners to question the morality of profiting from certain investments.

    Tune into the Money and Investing Show for a deep dive into the controversial market sectors. Get equipped with insightful knowledge to help you make informed investment decisions and join our stimulating financial debates. Don’t miss out on this journey to uncover hidden opportunities in contentious sectors.

    Subscribe to our Channel: https://www.youtube.com/channel/UCfmaldKMEUc5qXeIQ7zEBeA?sub_confirmation=1

    FREE Online Training with Andrew Baxter: https://bit.ly/cod-online

    Subscribe to Money and Investing Podcast: http://www.moneyandinvesting.com.au/

    The Wealth Playbook: Your Ultimate Guide to Financial Security: https://www.wealthplaybook.com.au/

    The Wealth Playbook on Audible: https://www.audible.com.au/pd/The-Wealth-Playbook-Audiobook/B0CXYYWZTB?qid=1711282387

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    21 mins

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