In this episode I'm joined by Investment Specialist Julian McCormack from Platinum Asset Management. We spoke about the unwinding of equity market bubbles, the reversal of the largest peace time stimulus in human history, the reduced incentives for banks to lend money and whether a recession is on the horizon.

Find out more at: https://www.platinum.com.au/Insights-Tools/The-Journal/Shifting-Sands-The-Cycle-Looks-to-Have-Changed-Sho

This podcast is a production of Finpods Pty Ltd and Phil Muscatello. Phil is the host of the Shares for Beginners podcast. You can find out more about Phil and listen to Shares for Beginners at https://www.sharesforbeginners.com/

This information has been prepared by Platinum Investment Management Limited ABN 25 063 565 006, AFSL 221935, trading as Platinum Asset Management (“Platinum”). This 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. Commentary reflects Platinum’s views and beliefs at the time of preparation, which are subject to change without notice. Certain information contained in this podcast constitutes "forward-looking statements". Due to various risks and uncertainties, actual events or results, may differ materially from those reflected or contemplated in such forward-looking statements 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 this information.

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