Danielle Ecuyer

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864 appearances 2 recordings 1 series first heard Oct 2021 last heard Nov 2022

Danielle Ecuyer’s voice in public audio — every appearance, attributed to the second.

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Australian Finance Podcast · How to invest in US companies with Danielle Ecuyer · 11 Oct 2021 podcast

And funnily enough, if you look at the top 10 holdings in it,

it captures a lot of those big US, what I call value growth stocks.

So Microsoft, Apple, Alphabet and the like.

So there is a case in point where you don't actually even have to go buying US dollars, setting up a US dollar trading account.

You can actually buy an ETF in Australia, which will give exposure to some of those secular themes that we might start to touch on.

Yeah, that's a really good question.

I think you need to know the companies quite well.

You know, for example, they're both, they've all got exposure.

Okay.

I'm not a big fan of Facebook personally.

I don't own it.

I don't really want to own it.

I don't really like the company and kind of what it stands for.

We're yet to see whether Zuckerberg's metaverse is going to take off.

I think there are signs that the omniverse, which is kind of working, is an environment where

Summit HQ- You can work in a 3D capacity in a virtual world as a company so architects are doing it car designers are doing etc and it's all done in the cloud and when you look at the other ones.

Summit HQ- you've obviously got Amazon.

Summit HQ- You could question how much more is going to come out of the retail side of the business, but aws.

is a huge growth engine, okay, the cloud services businesses.

You've got a transition of the CEO there.

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