In this Australian Investors Podcast episode, Owen Rask sits down with Global X's Billy Leung to explore: What the Trump election plus Fed rate cuts mean to us Can US exceptionalism continue? Is the US market too expensive? How do you position a portfolio for uncertainty in the US? Is stagflation a looming problem? Billy's strong case for cybersecurity Fund in focus: Global X BUGG ETF (ASX: BUGG): https://www.globalxetfs.com.au/funds/bugg/ Global X is a long-term sponsor of The Australian Investors Podcast. ~~ Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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