Buy Hold Sell, by Livewire Markets
Business:Investing
If there is one lesson markets can bestow on their followers, it's humility. Not even the world's most respected economists get every macro call right, nor do the world's market animals consistently pick only winning stocks.
Getting things wrong, making mistakes, and replaying these (often) haunting moments in our heads is intrinsically human. But admitting when we get it wrong, and learning from these mistakes, is a particularly admirable skill.
At the outset of 2023, many predicted we would see a recession during the year. Equities, these market oracles warned, would tumble to fresh, painful lows. That, as we now know, has not happened. Instead, a handful of stocks have helped the S&P 500 push around 24% higher, while the ASX 200 is looking like it may end 2023 with close to double-digit gains.
It's fair to say then that investors, both professional and punter alike, would have made a few mistakes throughout the year. This anonymous writer sure has.
So, in the first of our Outlook Series videos for 2024, 12 of the country's top fund managers candidly reveal the positions and macro calls that have contributed to many a sleepless night in 2023. Plus, they also share what they have learnt from these mistakes so that you can become a better investor yourself over the year ahead.
Our featured fund managers include:
Note: You can read an edited transcript below. These interviews were filmed on Tuesday 12 December 2023.
https://www.livewiremarkets.com/wires/ouch-12-painful-calls-from-2023/
Buy Hold Sell: Why healthcare still needs some reviving (and 2 strong buys in the sector)
Buy Hold Sell: Why fundies are bullish on energy (and 5 cracking stocks)
Buy Hold Sell: 5 industry-leading micro caps
2 winning stocks (and how rising costs impact those micro caps in your portfolio)
Buy Hold Sell: 3 micro-cap buys (and 2 facing headwinds)
Buy Hold Sell: 5 of your top stock picks
The 10 best management teams this reporting season
Buy Hold Sell: 3 stocks that smashed expectations (and 2 disappointments)
Buy Hold Sell: 5 of the most-shorted stocks on the ASX
6 stocks for a full portfolio reset (and 2 duds to avoid)
Buy Hold Sell: 5 stocks to soar as recession risk rolls over
Buy Hold Sell: 5 stocks battling for blue chip status
Two stocks making their way into the ASX 20 (and one on its way out)
Buy Hold Sell: 3 dogs of the ASX 100 (and 2 in for a rebound)
Buy Hold Sell: The best and worst-performing ETFs of the year
How to navigate this market volatility with ETFs
Buy Hold Sell: 5 bargain ETFs to refresh portfolios in FY23
Buy Hold Sell: 5 stocks to play the commodities squeeze
The party in commodities isn’t over
Buy Hold Sell: 5 stocks riding the red-hot energy sector
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Aligned Money Show
Dubai Property Podcast
IBKR Podcasts
The Ramsey Show
The Clark Howard Podcast