2fold: Take Stock with William Low

Learn about artificial intelligence and why it doesn’t look like just another bubble, why Netflix is a long-term stock pick, and the future quality investing philosophy.

Stay up to date

Join 20,000+ subscribers for market insights, top stock picks, and social impact updates from the Future Generation network.

This episode of Take Stock features William Low, Portfolio Manager, Yarra Global Share Fund, and Head of Global Equities at Nikko Asset Management. Learn about artificial intelligence and why it doesn’t look like just another bubble, why Netflix is a long-term stock pick, and the future quality investing philosophy. Subscribe via your preferred podcasting platform to stay up-to-date with our latest episodes.

Yarra Capital Management is one of Future Generation Global’s (ASX: FGG) pro bono fund managers.

Listen time 18 minutes

Read the transcript.

Available on all major streaming platforms:


 

 

 

 

 

 

 

 

 

 

 

 

Recommendations

‘No from us’: Antipodes avoids SpaceX but likes this AI stock instead

Vihari Ross talks about the market’s hottest IPO, where she’s spotting opportunity to ride the chip boom and why she cashed out of Hyundai.

Plato, Munro invest in SpaceX as rival funds wait for the sellers

Munro Partners and Plato Investment Management are among the few Australian growth funds to invest in Elon Musk’s SpaceX IPO while most of their rivals are sitting back until the world’s hottest stock becomes cheaper.

This hedge fund is already preparing to sell its SpaceX stake

As retail investors scramble for a slice of Elon Musk’s blockbuster SpaceX float at the end of the week, one Australian hedge fund manager is planning to cash in as soon as he can.

Hedge funds double short bets on big four banks to a record $11b

Australia’s major banks are under a fresh attack from hedge funds who have doubled their short positions in the past six months to almost $11 billion.