#126: The World's on Fire — So Why Isn't Your Portfolio? with David Berthon-Jones, Chief Investment Officer & Founding Partner, Aequitas Investment Partners

About this episode

In this episode, David Berthon-Jones discusses the disconnect between current market behavior and global events.

Markets are behaving in ways that don't seem to match the headlines. Conflict in the Middle East, the Strait of Hormuz under threat, oil briefly pushing $120 a barrel, inflation creeping back, interest rates moving the wrong way — and yet equity markets keep printing fresh all-time highs. If you've been watching your superannuation balance climb while quietly wondering what on earth is actually holding the whole thing together, you are not alone. In Episode 126 of The AgriCoach Wealth & W...

People in this episode

Host: Ben Law

Guest: David Berthon-Jones

Topics covered

• investment strategies
• market analysis
• economic trends
• equity markets
• inflation
• interest rates

Keywords

• equity markets
• inflation
• interest rates
• superannuation
• oil prices
• Middle East conflict

Mentioned in this episode

Organizations: Aequitas Investment Partners

Places: Middle East, Strait of Hormuz

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