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  4. Investment memo: What is really going on in the economy, inside the current state of markets
Explore your curiosity with Elise Kennedy, who leads the
Australian equity research team covering tech and internet stocks
at the investment bank, Jarden. I really wanted to have Elise on
because equity markets, inflation, interest rates, and the
general economy are a hot topic of interest.

Learn about the status of current markets and why we’re in this
position, how are companies rated as under or over valued, the
role of M&A and leveraged buyouts during volatility,
geographical impact, tourist investors perhaps exiting the market
and more. 

Please enjoy! 

***

Find out more about Curiosity Center, including
90+ episodes at www.curiositycenter.xyz 

Find out more about Jarden at
https://www.jardengroup.com.au/

Share your feedback and discuss sponsorship opportunities with us
by directly emailing vidit@curiositycenter.xyz

Follow the show on Linkedin / Instagram / Twitter

***

TIMESTAMPS

01:46 - Elise’ path into investment banking

 

02:56 - Life as an associate

 

03:52 - Life now as Vice President

 

04:32 - Perception vs reality of titles like Managing Director

 

05:15 - Overview of current markets (public and private)

 

07:18 - Tech companies seeing sell offs despite strong
fundamentals

 

09:09 - How do investment banks rate a stock as under or
overvalued?

 

11:55 - Tech pull back vs broader economy

 

14:12 - Inflation impact on the consumer

 

16:07 - Geographical impact and correlation between Australia and
the US

 

18:18 - Does Elise’ role change in an up vs down market

 

19:29 - The role of M&A and leveraged buyouts in volatility

 

21:32 - Opportunities for VC’s deploying capital at better
valuations

 

23:51 - “Tourist” investors leaving the market

 

25:14 - Super funds tightening capital allocation

 

26:56 - Cross over funds requiring re-alignment of exposure

 

27:36 - Metrics of EBITDA, Price to earnings ratio, CAGR

 

29:09 - Filtering through speculation

 

32:30 - Structuring work week and reports Elise reads

 

34:05 - Elise using her recreational pilots license to switch off

 

36:00 - Personal areas of investment interest

 

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