Evan Lucas
speaker
1,534 appearances
4 recordings
1 series
first heard Jun 2022
last heard Jan 2023
Evan Lucas’s voice in public audio — every appearance, attributed to the second.
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Appearances
Like this is a bit weird sitting next to people.
Look, you're actually real people.
And actually sitting across like you guys, I've also spent my entire two and a half years since the pandemic started
cozied up in a room talking through a mic like this, but with a computer in front of me.
So it is nice to sit here and actually speak to real people.
No, you haven't.
And what does it entail?
So that's the way I answer the question back is saying strategy is the one thing that I don't think people fully understand.
And why I say that is when you look at investing, my background originally was bottom-up research, sitting there doing the fundamentals.
I want to know that sort of stuff that you've done in the past too and literally burying yourself deep, deep into the financials and just loving that.
And I did, and I don't deny that.
But the thing that kept coming up more and more and more and more as I kept going through my career was that it's all well and good to know the fundamentals.
It's all well and good to then try and tell clients, this is why BHP is absolutely rock solid, blah, blah, blah, or why you need to get out of ANZ and go into NAB because of all this stuff.
Bottom-up research.
There was no strategy to it.
There's no understanding that right now is a great point to sort of answer your question, Kate, about why strategy is absolutely paramount because without a strategy right now, you're going to stuff up.
Let's be honest.
So what is forgotten right now is that the ASX is down four and a bit percent year to date.
But if you were listening to everybody, you would think that it's probably halved.
You'd also probably look at the US and think that it's halved.
Showing 1061–1080 of 1,534 · page 54 of 77
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