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Interview with Julian McCormack from Platinum Asset Management | Talk Investment with Mark Wenzel

15/02/2021

Talk Investment with Mark Wenzel speaks to Julian McCormack from Platinum Asset Management.

The discussion provides a mix of financial markets history, potential identification of a major turning point in financial markets, the risk of crowded trades, extreme valuation and a discussion on Tesla.

This is a fascinating overview of markets from a contrarian investment group with terrific long term returns.  I feel this is an episode that could change the way you construct your portfolios for the future.

Compound your wisdom!

Platinum disclaimer:

Platinum Investment Management Limited ABN 25 063 565 006, AFSL 221935, trading as Platinum Asset Management: Commentary reflects Platinum’s views and beliefs at the time of recording, which are subject to change without notice. Certain information contained herein constitutes “forward-looking statements”.  Due to various risks and uncertainties, actual events or results, may differ materially and no undue reliance should be placed on those forward-looking statements. To the extent permitted by law, no liability is accepted by Platinum for any loss or damage as a result of any reliance on the information contained herein. Information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions. You should also read the latest relevant product disclosure statement before making any decision to acquire units in any of Platinum’s funds, copies are available at www.platinum.com.au

 

 

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