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              Media worth consuming – October 2024
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  Interesting and under the radar media on finance, economics, politics and society
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        Narrow Road Capital
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              Trending On Livewire: Weekend Edition - Saturday 26th October
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  Founder-led stocks dominate headlines as ASX growth valuations spark concern, with some experts warning of potential overvaluation risks.
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              The ASX stocks the big brokers loved and hated this week
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The ASX stocks that enjoyed the biggest upgrades and price target increases this week (plus those shunned with downgrades and cuts!)
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>The straightforward approach to picking ASX growth stocks (and 7 examples for good <span class="whitespace-nowrap">measure)<svg xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24" fill="none" id="embed_podcast" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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              Dominant position, long growth pipeline, takeover target: What&#39;s not to love about this ASX stock?
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  One of the standout results during the last quarter was the performance of Sigma (ASX: SIG) merger-hopeful, Chemist Warehouse. We first purchased a position in Sigma...
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              The room to cut interest rates across countries
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  The RBA never raised rates by as much as other countries, so it has relatively less scope to cut them in a soft economic landing.
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Hofflin: You’re getting a second <span class="whitespace-nowrap">chance<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  High multiples on the ASX are presenting a painful scenario that has played out multiple times before says Lazard&#39;s Dr Philipp Hofflin.
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              How much more Nvidia and Apple do you need?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Chris Wallis, Vaughan Nelson CEO and CIO thinks that AI is both ‘over-hyped and underappreciated’ and better investment opportunities could lie outside megacap tech,...
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>These economists say there is just a 15% chance of a recession in Australia in <span class="whitespace-nowrap">2024<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  And where will the Australian Dollar end the year? Find out the answer to this and other questions in the next episode of Signal or Noise!
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          <time datetime="2024-10-25T08:42:22+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 25, 2024 08:42</time>
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              Fear of regulation is creating a compelling investment opportunity for this ASX stock
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  Playing a pivotal role in Australia’s health transition.
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Morgan Stanley’s Chris Nicol on equity strategy, rates, the Aussie dollar, and capital <span class="whitespace-nowrap">management<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  In this wide-ranging interview, Nicol unpacks the key factors impacting markets right now and what they could mean for your portfolio. 
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Buy Hold Sell: 5 interest rate sensitive stocks for a new world of lower <span class="whitespace-nowrap">rates<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  In this episode, Antipodes&#39; Jacob Mitchell and Magellan&#39;s Arvid Streimann analyse five stocks that could benefit from lower rates. 
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          <div class="sm:flex-grow">
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              The newly-listed ASX ETFs that have outperformed so far in 2024
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  For some of the 38 new ETP listings, it&#39;s been a strong start. For others... less so.
</div>

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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Where to find deep discounts and the prospect for outsized returns on the <span class="whitespace-nowrap">ASX<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  In this Fund in Focus, Charter Hall&#39;s Steve Bennett walks us through the value he is finding in the ASX-listed REITs sector.
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          <time datetime="2024-10-24T16:30:56+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 24, 2024 16:30</time>
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              How we are positioning for the next lithium boom (site visit insights)
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  Our key insights from a week of visiting companies in Western Australia, with 5 actionable ideas
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  <div class="flex items-center gap-2">
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        Seneca Financial Solutions 
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              Top 12 ASX silver stocks: explorers, developers, and producers
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  The silver price has surged the past few weeks. We investigate why, how much further it could go, and the ASX stocks that stand to benefit.
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              A defensive stock riding two megatrends: AI and decarbonisation
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  Southern Cross Electrical Engineering says its data centre turnover has increased more than five-fold over the past three years.
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Nicholas Chaplin | Generating income with hybrid <span class="whitespace-nowrap">securities<svg xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24" fill="none" id="embed_podcast" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  Nicholas shares his thoughts on how Hybrids have evolved from 1990s, to the notable CBA PERLS, to where we are today &amp; role of secondaries.
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  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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  data-options="{&quot;custom_data&quot;:{&quot;section&quot;:&quot;stock_code_tooltip&quot;},&quot;style&quot;:&quot;hovercard&quot;}"
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    <div class="h-0 w-full flex justify-center">
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  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="CBAPJ" data-controller="event" data-event-name-value="link_click" data-event-id-value="61117" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-cbapj">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
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</div>

</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="27648" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-cbapj">
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</a>    <div class="px-4 mt-0.5">
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    <div class="h-0 w-full flex justify-center">
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    <a class="px-1 py-0.5 text-bold-md text-nav-item" data-controller="event" data-event-name-value="link_click" data-event-id-value="61117" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/wires/nicholas-chaplin-generating-income-with-hybrid-securities">
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</a></div>

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    <div data-controller="tooltip">
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    <div
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>
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</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
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</a>    <div class="px-4 mt-0.5">
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  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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</div>

    <div class="h-0 w-full flex justify-center">
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  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="BOQPE" data-controller="event" data-event-name-value="link_click" data-event-id-value="61117" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-boqpe">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">BOQPE</span>
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</div>

</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="27641" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-boqpe">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Bank of Queensland Ltd</div>
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</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
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  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="CBAPJ" data-controller="event" data-event-name-value="link_click" data-event-id-value="61117" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-cbapj">
    <div
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>
  <div class="flex items-center gap-2">
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</div>

</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="27648" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-cbapj">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Commonwealth Bank of Australia</div>
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</a>    <div class="px-4 mt-0.5">
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  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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</div>

    <div class="h-0 w-full flex justify-center">
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  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="CGFPC" data-controller="event" data-event-name-value="link_click" data-event-id-value="61117" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-cgfpc">
    <div
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>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">CGFPC</span>
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</div>

</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="27652" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-cgfpc">
      <div class="p-4 flex group">
        <div class="flex flex-col">
          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Challenger Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:CGFPC</div>
        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-27652">
            Followed by<span class="font-bold text-gray-700"> 1 </span>person
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          <div 
  class="follow-stock-code-27652-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
  data-followable-id="27652"
  data-options="{&quot;custom_data&quot;:{&quot;section&quot;:&quot;stock_code_tooltip&quot;},&quot;style&quot;:&quot;hovercard&quot;}"
></div>

      </div>
    </div>
  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="CGFPD" data-controller="event" data-event-name-value="link_click" data-event-id-value="61117" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-cgfpd">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">CGFPD</span>
  </div>
</div>

</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="27653" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-cgfpd">
      <div class="p-4 flex group">
        <div class="flex flex-col">
          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Challenger Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:CGFPD</div>
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</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-27653">
            Followed by<span class="font-bold text-gray-700"> 1 </span>person
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          <div 
  class="follow-stock-code-27653-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
  data-followable-id="27653"
  data-options="{&quot;custom_data&quot;:{&quot;section&quot;:&quot;stock_code_tooltip&quot;},&quot;style&quot;:&quot;hovercard&quot;}"
></div>

      </div>
    </div>
  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

    <a class="px-1 py-0.5 text-bold-md text-nav-item" data-controller="event" data-event-name-value="link_click" data-event-id-value="61117" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/wires/nicholas-chaplin-generating-income-with-hybrid-securities">
      +4
</a></div>

        </div>
      <div class="lg:flex lg:items-center clear-both">
        <div class="mt-2 lg:mt-4">
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    <div class="mr-2">
        <a data-controller="event" data-event-name-value="link_click" data-event-id-value="6380" data-event-statisticable-value="profile" data-event-custom-data-value="{&quot;position&quot;:4280,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="Homepage Latest Feed" data-event-ga-action-value="link_click" href="/contributors/murdoch-gatti-york-wealth-management">
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        York Wealth Management
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        <div class="mt-4 flex items-center text-heavy-sm md:text-heavy-md text-darkestgray">
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</a>

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  <turbo-stream action="update" target="pagination"><template>
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