Danielle Ecuyer

speaker

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

So some people are saying, well, Bezos is gone, is that the end of the company?

Personally, I don't think so.

But I think at the moment going into the type of cycle that we are with potentially rising costs due to the pandemic supply constraints, higher energy costs, they might have possibly some issues around,

Summit HQ- Whether they're so sales slow down and whether this pressure on margins Microsoft and alphabet Google and particular seem to come out as the two chicken dinner winners in this kind of sector, basically, because.

Microsoft very much is geared into, it obviously has the SAS revenues from its software business.

It has an amazing cloud business, Azure, which competes heavily with AWS, but they also have their fingers in a whole lot of other pies and it's perceived as more a value growth stock.

So you're not buying an expensive

Dr Deidre Morgan- software service like Atlassian by way of example, which is a lot more expensive and doesn't declare any profits.

Dr Deidre Morgan- And then the Google story is very compelling because you've got a major search engine you've got a huge growth hub in advertising and you've also got the emergence of YouTube which is proving to be an incredibly.

Profitable advertising streaming service which may come and compete with the likes of all the other streaming businesses which are also held in the likes of apple and also Amazon, so I guess the answer to the question is.

it's it's up to you, you can potentially.

Own them indirectly or an ETF will serve that purpose as well, but you will capture more of them.

Yeah, I like to, I think the narratives on the macroeconomic front overwhelm people a lot.

And I've been really thinking about that a lot lately because investors are being hit left, right and centre with all these different stories.

Are we going into stagflation?

Is, you know, interest rates going up?

Are we going back to the 1970s or how high are interest rates going to go?

And I think that's really, really hard because fear is a powerful motivator to not do anything and to also sell at the wrong time.

and also to stay out of the market.

And the more I think about this, the more I realise that a lot of the forecasts, A, can be wrong.

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