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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 us as we quiz 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.
Episodes
Friday Sep 30, 2022
Friday Sep 30, 2022
We're back, baby. And this time, we're trying something a little different. With multiple headwinds lashing markets at the moment, the team here at Buy Hold Sell thought it would be worthwhile taking a look at some of the sectors that are storming ahead (and those that are, let's face it, being battered).
In this episode, it's all things energy. This sector has truly been able to withstand much of the volatility of tumultuous 2022, with some commodities (and related stocks) thundering to new highs thanks to unprecedented inflationary forces.
So Livewire's Ally Selby was joined by two sector specialists - Tribeca Investment Partners' Todd Warren and Monash Investors' Simon Shields for their outlook on the fulgurous energy sector.
Plus, they also analyse three energy plays, both old world and new, as well as each naming one of their top energy picks to take advantage of sky-high prices right now.
Stay tuned for two more sector specials next week (spoiler alert: you'll be learning about the two biggest growth sectors of the past decade - can you guess what they are?).
Note: This episode was filmed on Tuesday 27th September 2022. You can read an edited transcript below:
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