All Episodes
Episodes
The 7 Mega Trends to Dominate Markets in 2026
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Materials Are Taking Control: The Rotation You Canāt Ignore
Market leadership has shifted. Tech and semis wobbled, but the broader market held up, and that usually signals rotation, not exit.
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Boom ASX Niche Iām Predicting for 2026 - Before the Crowd Catches On
This week I unpack why I think a very specific corner of the ASX may have a genuine window of strength into 2026, and how I am positioning around it.
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Bounce Back Was Fast ā Now Iām Pivoting Hereā¦
The market didnāt waste any time bouncing ā but the leadership looks very different to a few weeks ago.
In this update I walk through why I think the recent sell-off now looks like a classic bull market shakeout, not...
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What the Odds Really Say About a Bigger Fall
Fear of a bigger correction is building, but the marketās message is more nuanced than the headlines suggest. After a powerful tech-led run, the character of the price action has clearly changed ā so what do the odds...
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This Isnāt a Crash ā Itās the Valuation Reset We Needed
Recent volatility has a lot of investors asking whether this is the start of a crash. In this weekās update I explain why, in my view, what weāre seeing is better described as a valuation reset and change of character...
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Headlines Screaming āTopā - Price Action Doesnāt
Tops are processes, not moments. When breadth holds up and leadership rotates instead of collapsing, the higher-probability read is a mid-trend pause.
In the video I walk through the signals I track to identify tops -...
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US-China Truce: Headlines vs Reality (The Investing Perspective)
USāChina have signaled another ātruceā. Markets usually care more about earnings, liquidity and where moneyās flowing.
In this weekās episode I unpack what matters, what doesnāt, and where the opportunities may sit...
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Gold Pullback, AI āBubbleā? Hereās the Truth
Gold has pulled back and the āAI bubbleā chorus is getting loud again. Context matters. In this update I put the headlines aside and look at money flows, leadership and earnings to separate signal from noise.
Youāll...
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A Wild Week: What the US Signals for Aussie Investors
A wild week on Wall Street spilled into everythingāequities, bonds, and metals. In this video I walk through how Iām reading the volatility regime, why money flows matter more than headlines, and what it can mean for...
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Did Trump Just Trigger the Next Sell-Off?
Fridayās reversal jolted investors. Tariff headlines collided with a stretched market and nerves showed up fast. In this video I unpack what matters from here: breadth, leadership, liquidity and the levels that...
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Doomsayers Are Missing the Real Story
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