Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: In this special edition of the Saxo Market Call podcast, Peter Garnry sits down with Conor MacNeil which is the equity research analyst behind the increasingly popular investment newsletter Investment Talk. It is a conversation about Conor's background and how he accidentally stumbled into writing a newsletter on Substack, and how he is part of a growing group of independent research analysts on Substack providing high quality insights about investing in financial markets. We also talk about his approach to equity investing and what he looks for before investing in a company for the long-term. Finally, we asked Conor to highlight two companies that he thinks have potential to outperform the market over the coming years. We hope you will enjoy the conversation as much as we did.
Listen to today’s podcast special and link to our guest's Twitter profile
Follow Saxo Market Call on your favorite podcast app: