In this episode, Braden dives into the 2022 “COVID hangover" that continues to haunt high-growth software companies. Simon and Braden discuss why these stocks, despite massive revenue growth, have struggled since 2022. Braden discusses how some of these companies that are still hitting the rule of 40 might offer intriguing opportunities for investors today.
Simon then makes the case for being bullish on stocks and other assets, despite the many reasons that might lead to a more bearish outlook. With global liquidity on the rise and central banks grappling with ballooning deficits, he questions whether these liquidity dynamics could provide a strong tailwind for asset prices moving forward. Could this set the stage for stocks, real estate, and alternative assets like Bitcoin and gold to perform well, even in a challenging macro environment?
Finally, we finish this episode by talking about 3 stocks that are on our radar.
Tickers of Stocks & ETF discussed: FNV.TO, ONON, DECK
Check out our portfolio by going to Jointci.com
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Canadian Investor Podcast Network Twitter: @cdn_investing
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Simon’s twitter: @Fiat_Iceberg
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Braden’s twitter: @BradoCapital
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Dan’s Twitter: @stocktrades_ca
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