Building a portfolio for the next decade | Superhero: Sidekick

14/04/2025 38 min Temporada 1 Episodio 12
Building a portfolio for the next decade | Superhero: Sidekick

Listen "Building a portfolio for the next decade | Superhero: Sidekick"

Episode Synopsis

What if your next investment move wasn’t about the next quarter, but the next decade?In this episode, we’re joined by Chris Judd – fund manager of Cerutty Macro Fund – to unpack how macro investing helps you stay ahead of the curve. It’s a strategy built on spotting powerful long-term trends before the rest of the market catches on.Chris reveals where smart money is positioning right now and why patient, top-down investing could be the edge retail investors need, especially in this period of volatility.Here’s what we cover:Why themes like “the electrification of everything” are driving long-term opportunitiesHow the U.S. is shifting focus to debt over markets and why it mattersHow trade wars, dollar strategy and the return of ‘Made-in-America’ manufacturing will be factors behind long-term investing strategiesWhy gold’s moment may not be over despite hitting historical highsThe case for Europe and the UK after years of underperformanceWhat’s really happening in the Australian economy and why it’s time to pay attentionSidekick is brought to you by Superhero (www.superhero.com.au). Proudly helping over 400,000 investors and superannuation members on their wealth-building journey.__________Get US$10 of NVIDIA stock when you sign up for a Superhero Trading account: here. T&Cs apply.Superhero Trading allows you to invest in over 8,500 ASX and Wall Street shares and ETFs from just $2 a trade. Other fees may apply.Learn more about why Aussies choose Superhero.__________Did you enjoy this episode?Subscribe to us on Spotify | Apple Podcasts | YouTube.Keep up to date with market news and updates on Facebook | Instagram | Twitter.Learn more about investing and superannuation from our blog.__________Superhero Markets Pty Ltd and Superhero Super Pty Ltd do not provide financial advice that takes into consideration your personal objectives, financial situation or particular needs. All investments carry risk, so please consider carefully before making any investment decisions and seek independent financial advice. Past performance is not indicative of future performance. Pictures, charts and graphs are provided for illustrative purposes only. Hosted on Acast. See acast.com/privacy for more information.