Rodrigo Catril

speaker

7,882 appearances 78 recordings 1 series first heard Sep 2024 last heard 3 Sep

Rodrigo Catril’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 — 35 in all, peaking in Jul 2026 with 5.

Appearances

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NAB Morning Call · US Moderate Exceptionalism · 16 Jul 2026 podcast

Yeah, so as usual we gotta keep an eye on those things.

Uh but yeah, overall I would say, you know, oil prices, um, it probably need you know, would be nice to keep an eye on those.

I I I can't see them following that much given the news that we've had, but uh s at least something to keep an eye on.

And and then the Aussie still struggling to to move above seventy cents given all the uncertainty around us.

NAB Morning Call · Back and buying · 6 Jul 2026 podcast

Yeah, uh long weekend and people are kinda came in with some positivity when it came to uh big big tech companies in the US.

So so it is a positive story.

Um uh the the the tech story com it changes all the time.

So the new narrative of course is is this issue around um uh more chips and uh maybe cheaper chips.

The the other issues of course has been around energy.

Um but uh I s I suppose one theme that keeps going is is is that you do have a distinction between some companies that have quite a lot of cash flows and they're still world run businesses.

Um and others where you know they're there's they're kind of prospects as opposed to uh world run businesses today.

So um anyway, those those big ones with cash flows are the ones that are seemingly getting supported today.

But um uh

Overall uh it's important to remember that, you know, you look at the equity market in the US, um and it's a decent sort of gain for halfway through the year.

You know, you're up around I think this MP five hundred now is close to nine and a half to ten percent for the year.

So through the volatility and all the noise.

Yeah, it provides support from a you know, so index buyers.

Uh it just means that you you're just gonna have to buy the stock.

So uh it's a nice clever strategy because we know that over the next next couple of months more and more um you know, long term investors will be releasing those shares uh and now you have you have a buyer on the other side.

So it's pretty clever.

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