Will Hamilton

speaker

539 appearances 3 recordings 1 series first heard May 2026 last heard yesterday

Will Hamilton’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 — 3 in all, peaking in Sep 2026 with 1.

Appearances

newest first · ▶ plays the moment

The Money Puzzle · Building a shock-proof investment portfolio · 15 Jul 2026 podcast

Interest rates potentially going up in the United States.

We were originally at the talk of the year talking about two or three decreases.

Now, like I heard NAB saying this morning, they even think it could be this month you could get an interest rate rise.

It all depends on the CPI figure today.

And then IPOs, there's some huge raisings out there.

We saw SpaceX straight out.

You've got OpenAI coming.

You've got Anthropic coming as well.

That money has to come from somewhere.

And so the thing that everyone's watching are those three things, the amount of CapEx, because when you've got $700 billion or be it a trillion, let's go for the lower figure, to keep that momentum, it has to be maintained next year or go up.

And by the way, you also need to get a return on this.

What is the interest rate environment in the U.S.

going to be?

Because we know that increased interest rates aren't friendly to equity markets if it's multiple interest rate rises.

And then, as I said, these are IPO raisings.

So they're the three things that I kept hearing over and over again and therefore the importance of portfolio construction.

So you need to look at what your exposure is in equities.

Like a great example is the Russell 2000, so the small – one of the 2000 companies in the US.

And the companies that don't have earnings and seeing the outperformance since I think it's July last year, so for the last 12 months, against those that had earnings.

So I think it gets – and one of the big phenomenons is like I think it's –

Showing 281–300 of 539 · page 15 of 27