Stuck in the Middle With You
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Stuck in the Middle With You
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About this listen
Simon discusses the recent ebbing of the stock market rally off the June lows. He suggests a trading range might take over where selectivity, discipline, and a heightened focus on fundamentals, particularly free cash flow generation, will increasingly come into play. He brings on Nick to discuss the key takeaways and impacts from the Inflation Reduction Act. Companies mentioned in this episode include MTK, ABBV, GNRC, AAPL, DHR, AMZN, APTV, NN CVX, XOM, and JNJ.
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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.