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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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