Gemma Dale

speaker

283 appearances 1 recordings 1 series first heard Aug 2024 last heard Aug 2024

Gemma Dale’s voice in public audio — every appearance, attributed to the second.

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And the banks have defied gravity.

And we keep looking for an increase in arrears and badened out for debts.

We still look to the risks to the consumer when you are heavily exposed to the housing market.

There should be huge risks priced into these companies.

We are not seeing that.

And yet they are holding up.

more than well enough, to be honest.

That growth over twelve months has been incredible.

Can they continue to hold up?

I don't know.

You know, you just it's never worth sticking your neck out and saying, Do you know what?

Australian banks are massively overpriced better games then because y you will probably come and start.

never pays off.

Well, ironically, if you look at an aggregate level, just buying the ASX two hundred is not a terrible thing, right?

The yield on the ASX two hundred is five percent or a little more than that.

And a lot of our investors just do that.

That is more than adequate for them.

And then ironically, they're going to the companies paying special dividends.

They are going to the materials sector, which is incredible.

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