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Buy Hold Sell is a fast-paced business and investing podcast, bringing you stock tips and investment ideas every Friday and every second Monday. Join Livewire’s Ally Selby as she quizzes Australia’s top fund managers and investment analysts on a range of local and global stocks, as well as ETFs. Learn about the forces moving equities markets, the potholes you should avoid, and the companies going from strength to strength - all in 10 minutes or less. Whether you are new to investing or a seasoned professional, this podcast will get you thinking differently about markets.
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Friday Jun 28, 2024
Friday Jun 28, 2024
Everyone loves a theme these days. Whether you’re an individual investor looking to capitalise on both short and long-term trends, or a product issuer looking to provide access to opportunities, themes are dominating the way we think and the way we invest.
And while themes will fall in and out of fashion (lithium, for example), it is important for us as investors to be aware of them and to understand how to access them, should we choose to participate.
In that vein, in this episode of Buy Hold Sell we’re unpacking three of the biggest themes from the first half of 2024 and asking if they still have legs.
To do that, Grady Wulff sat down with Steve Johnson from Forager Funds Management, and Luke Laretive from Seneca Financial Solutions.
And, for something a bit different, Luke and Steve each name a stock they like within each theme – that’s right, six hot buys to see out the rest of the year.
Note: This episode was recorded on Wednesday, 19 June 2024.
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