TMS Insights July 2024
With the US, UK and French elections top of mind, Ben and Jeremy discuss the relationship between politics and the economy/share market. They also provide an update on inflation, interest rates and how Australia compares to the rest of world.The boys wrap up by touching on private equity, the recent Guzman and Gomez IPO as well as providing a sneak preview into the upcoming reporting season in August.Stocks discussed include: GYG.
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