Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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In this episode, Stanford Brown CEO Vincent O’Neill is again speaking with Chief Investment Officer Nick Ryder.
We discuss:
What the Republican sweep in the US means for tariffs, taxes and growth
Why the Fed and RBA are in no hurry to get to ‘neutral’ rates
Recent adjustments to our equity exposures
131 episodes