Doug Goodwille from Kayne Anderson speaks to Drew Meredith from The Inside Network on market thinkers.
While a surging gold price is on hold as the world adjusts to a Trump presidency, all the factors that saw its price rise more than 50 per during his first term in office – trade disputes, fiscal deficits and geopolitical tensions – are almost certainly guaranteed the second time around.
Rask Podcast with Contact’s Tom Millner & Will Culbert
The latest instalment of Rask Australia’s The Australian Investors Podcast features portfolio managers Tom Millner and Will Culbert from Contact Asset Management.
Contact AM is the investment manager behind the BKI listed investment company, WHSP Large-Cap portfolio, and an ex-50 fund.
Will and Tom were kind enough to join Owen via video link from their Sydney office, with a photo of the Contact racing horse behind them.
Tom and Will share the story of their early life, lessons learned working for their family businesses, permanent capital and funds management, investing for dividends and the importance of a long-term focus. I hope you enjoy this episode of the Australian Investors Podcast.
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