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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We didn't have the 20% contraction in GDP growth in Australia as a result of the pandemic, and the world didn't end after the GFC.

And if the pandemic has showed me one thing, it's how resilient companies are, how much they can be dynamic, change and adapt, and do so with humans.

And I think the lesson to be learned is be careful of the macroeconomic narratives.

And you see it in the likes of fiat currencies are collapsing and you have to only buy gold or you have to buy cryptocurrencies or whatever.

Investing in shares is really, really about understanding your company and understanding their business model and what they are doing.

And whether or not you're buying a company that's into a secular trend or whether or not you're buying a company

like an oil company that is geared into the movement in the oil price, which they can't control.

And one example I wanted to give was that people forget, like everybody's like, bye-bye, the oil sector, oil's going to $100.

Who knows?

May not.

You know, OPEC might decide to come out and say, well, actually, we're going to decide to lift production.

And, you know, it's been the perfect storm, excuse the expression.

Hurricanes have hit New Mexico.

You've got political interference in terms of the Russians and the pipelines and the gas in Europe.

You've got stronger recovery as a result of the pandemic.

But at the end of the day, as an oil company, you're dependent on how much you can extract the oil and the external price, which you can't control.

Woodside's share price is the same as it was in 2004.

And if you had bought it in 2009, around then, it was $74.

Like that's a really, like that's not a great investment by way of example.

So I guess what I'm saying to people is really understand the company that you are buying and try and risk adjust it.

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