Will Hamilton
speaker
322 appearances
2 recordings
1 series
first heard May 2026
last heard 15 Jul
Will Hamilton’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jul 2026 with 1.
Appearances
So, for instance, your emerging markets example is a great example because emerging markets have done extremely well.
Emerging Asia has done extremely well this calendar year.
But it's three stocks.
It's SK Hynix, it's Samsung, and it's TSMC in Taiwan.
Yeah.
That's right.
And as we've seen, what can go up can also go down.
SK Hynix, I know it's just the last 48 hours, but it's been great.
very volatile, and we've captured some downside lately.
So that's a very good example.
You just don't want to have three stocks.
Yes, you want to be able to capture the upside and the trend that's going on within that asset class, but you also want to be able to be measured and make sure, like one of the fund managers we've been exposed to,
actually at the end of June, cut their exposure to those three stocks.
Well, the valuations have just been, you know, what goes up, what can definitely come down.
And this has been really hot.
And I think that why I say that the discussion around the private portfolio construction is now the primary source of value is, yep, markets have been great.
No one's doubting that.
But people are underestimating the correlation to everything to the tech trade at the moment.
And so, for instance, a lot of people are hiding on resources saying, great area to hide.
But as someone gave me a statistic about the amount of steel that was in Wembley Stadium, so I'm going to put that in the Australian perspective because I went and fact-checked it.
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