Gemma Dale

speaker

925 appearances 2 recordings 2 series first heard Jun 2026 last heard 18 Jun

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

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 2.

newest first · ▶ plays the moment

So given the amount of what we like to call geopolitical conflict, but very meaningful disruption, because that was not just a conflict.

We saw 20% of the world's oil supply locked up in the Strait of Hormuz.

We saw a lot of interesting things happen.

That's a pretty decent return, right?

Between Liberation Day and the Strait of Hormuz being closed, that is not bad.

This is what we call a very resilient market, right?

And it consistently...

delivers this resilient performance.

A couple of things I will point out.

That dividend yield is a little bit low.

Oh, sorry.

If you're not watching, let me... Yeah, some people drive and listen to podcasts, Gemma.

Oh, I'm so sorry.

I will use the numbers.

4.32% is the current dividend yield that is not grossed up for franking, right?

That's just the baseline yield.

That's a touch low by historical standards.

And the reason it's a touch low by historical standards is we have a trailing P.E.,

of 19.75%, that is quite high.

So this is not a cheap market.

Showing 241–260 of 925 · page 13 of 47

Heard on

Something wrong?

Each row has a “Not Gemma Dale?” link; anything else, tell us.