Last week, Patrick and I recorded the second episode of ASX Small-Cap Wrap.
In episode 2 of The ASX Small Cap Wrap, we unpack Donald Trump’s “Liberation Day” tariff threats and what they could mean for Australian investors, local small caps, and the broader global economy.
We also cover:
- Key ASX small caps in the spotlight: Medadvisor (ASX: MDR), Tower (ASX: TWR), PlaySide Studios (ASX: PLY), Domain Holdings (ASX: DHG), and Environmental Group (ASX: EGL).
- The two commodities Patrick is currently most heavily exposed to.
- How (and why) we hedged our portfolios and reduced risk in recent weeks.
Hope you enjoy it, and please also follow/like/subscribe and share it because we can only keep doing it if we actually get a decent amount of listeners.
Also thank you for the prior feedback, I absolutely love your positivity and encouragement. There is a lot happening on the stockmarket today. Stay calm!
The podcast is available now on Spotify, Apple Podcasts, and your favourite podcast apps.
Props to my amigo SV for the liquidation day pun.
Disclosure: This article is not intended to form the basis of an investment decision and is not a recommendation. Any statements that are advice under the law are general advice only. The author has not considered your investment objectives or personal situation. Any advice is authorised by Claude Walker (AR 1297632), Authorised Representative of Ethical Investment Advisers Pty Ltd (ABN 26108175819) (AFSL 343937).
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