Explore your curiosity with Elise Kennedy, who leads the Australian equity research team covering tech and internet stocks at the investment bank, Jarden. I really wanted to have Elise on because equity markets, inflation, interest rates, and the general economy are a hot topic of interest.Learn about the status of current markets and why we’re in this position, how are companies rated as under or over valued, the role of M&A and leveraged buyouts during volatility, geographical impact, tourist investors perhaps exiting the market and more. Please enjoy! ***Find out more about Curiosity Center, including 90+ episodes at www.curiositycenter.xyz Find out more about Jarden at https://www.jardengroup.com.au/Share your feedback and discuss sponsorship opportunities with us by directly emailing [email protected] the show on Linkedin / Instagram / Twitter***TIMESTAMPS01:46 - Elise’ path into investment banking 02:56 - Life as an associate 03:52 - Life now as Vice President 04:32 - Perception vs reality of titles like Managing Director 05:15 - Overview of current markets (public and private) 07:18 - Tech companies seeing sell offs despite strong fundamentals 09:09 - How do investment banks rate a stock as under or overvalued? 11:55 - Tech pull back vs broader economy 14:12 - Inflation impact on the consumer 16:07 - Geographical impact and correlation between Australia and the US 18:18 - Does Elise’ role change in an up vs down market 19:29 - The role of M&A and leveraged buyouts in volatility 21:32 - Opportunities for VC’s deploying capital at better valuations 23:51 - “Tourist” investors leaving the market 25:14 - Super funds tightening capital allocation 26:56 - Cross over funds requiring re-alignment of exposure 27:36 - Metrics of EBITDA, Price to earnings ratio, CAGR 29:09 - Filtering through speculation 32:30 - Structuring work week and reports Elise reads 34:05 - Elise using her recreational pilots license to switch off 36:00 - Personal areas of investment interest

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