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Indhold leveret af Liz Norman and Platinum Investment Management LTD. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Liz Norman and Platinum Investment Management LTD eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
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Platinum Journal Podcasts
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Manage series 2434246
Indhold leveret af Liz Norman and Platinum Investment Management LTD. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Liz Norman and Platinum Investment Management LTD eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Investment Specialists, Analysts and Portfolio Managers discuss investment opportunities and market forces.
…
continue reading
40 episoder
Marker alle som (u)afspillede ...
Manage series 2434246
Indhold leveret af Liz Norman and Platinum Investment Management LTD. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Liz Norman and Platinum Investment Management LTD eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Investment Specialists, Analysts and Portfolio Managers discuss investment opportunities and market forces.
…
continue reading
40 episoder
Semua episod
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1 Audio - 30 September 2023 Quarterly Report 46:33
46:33
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1 Audio – 30 June 2023 Quarterly Report 1:09:13
1:09:13
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1 Macro Overview: A Cautious Approach is Warranted, But Opportunities Still Prevail 16:35
16:35
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1 Macro Overview: Lots of Excitement in Markets, But Price Always Matters 17:30
17:30
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1 Audio – 31 March 2023 Quarterly Report 41:08
41:08
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Audio – 31 March 2023 Quarterly Report
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1 Macro Overview: ‘Out of Favour’ and Areas of Significant Change Offer Opportunity 18:00
18:00
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Macro Overview: ‘Out of Favour’ and Areas of Significant Change Offer Opportunity
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1 Audio – 31 December 2022 Quarterly Report 40:01
40:01
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Audio – 31 December 2022 Quarterly Report
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1 Macro Overview: 2023 – A Great Environment for True Investors 17:09
17:09
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Audio – 31 December 2022 Quarterly Report
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1 Audio – 30 September 2022 Quarterly Report 51:40
51:40
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Audio – 30 September 2022 Quarterly Report
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1 Macro Overview: Forget Picking the Bottom, Focus on Value 24:50
24:50
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Macro Overview: Forget Picking the Bottom, Look for Value
An audio recording capturing the highlights of Platinum’s June 2022 Quarterly Report is now available. The recording provides our thoughts on the macroeconomic environment and markets, and portfolio positioning across the Platinum Trust Funds. We also cover a feature article on the paradox of cycles.…
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1 Macro Overview: A 'Garden Variety' Correction or Much More? 21:02
21:02
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Macro Overview: A 'Garden Variety' Correction or Much More?
31 March 2022 Quarterly Report
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1 Macro Overview: Navigating Through Complex Times 16:18
16:18
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Macro Overview: Navigating Through Complex Times
An audio recording capturing the highlights of Platinum’s December 2021 Quarterly Report is now available. The recording provides an update on our thoughts on the macroeconomic environment and markets, recent stock acquisitions, setbacks in biotech, an update on Asia, some exciting developments in tech, signs of corporate action in Japan, and a thought piece on ESG.…
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