Platinum Journal Podcasts

Audio – 31 March 2023 Quarterly Report 30.04.2023 41:08 ↓

Audio – 31 March 2023 Quarterly Report

Macro Overview: ‘Out of Favour’ and Areas of Significant Change Offer Opportunity 13.04.2023 18:00 ↓

Macro Overview: ‘Out of Favour’ and Areas of Significant Change Offer Opportunity

Audio – 31 December 2022 Quarterly Report 23.01.2023 40:01 ↓

Audio – 31 December 2022 Quarterly Report

Macro Overview: 2023 – A Great Environment for True Investors 11.01.2023 17:09 ↓

Audio – 31 December 2022 Quarterly Report

Audio – 30 September 2022 Quarterly Report 07.11.2022 51:40 ↓

Audio – 30 September 2022 Quarterly Report

Macro Overview: Forget Picking the Bottom, Focus on Value 12.10.2022 24:50 ↓

Macro Overview: Forget Picking the Bottom, Look for Value

30 June 2022 Quarterly Report 03.08.2022 54:20 ↓

An audio recording capturing the highlights of Platinum’s June 2022 Quarterly Report is now available. The recording provides our thoughts on the macroeconomic environment and markets, and portfolio positioning across the Platinum Trust Funds. We also cover a feature article on the paradox of cycles.

Macro Overview: A 'Garden Variety' Correction or Much More? 11.07.2022 21:02 ↓

Macro Overview: A 'Garden Variety' Correction or Much More?

31 March 2022 Quarterly Report 03.05.2022 35:05 ↓

31 March 2022 Quarterly Report

Macro Overview: Navigating Through Complex Times 12.04.2022 16:18 ↓

Macro Overview: Navigating Through Complex Times

31 December 2021 Quarterly Report 21.01.2022 40:08 ↓

An audio recording capturing the highlights of Platinum’s December 2021 Quarterly Report is now available. The recording provides an update on our thoughts on the macroeconomic environment and markets, recent stock acquisitions, setbacks in biotech, an update on Asia, some exciting developments in tech, signs of corporate action in Japan, and a thought piece on ESG.

Test - December Quarterly 2021 19.01.2022 20:51 ↓

Test - December Quarterly 2021

Test - Sept Quaterly 2021 19.01.2022 25:31 ↓

Test - Sept Quaterly 2021

Macro Overview - December 21 12.01.2022 20:51 ↓

In late December, CEO and co-CIO Andrew Clifford sat down with investment specialist Douglas Isles to discuss inflation, labour market pressures, interest rates, China, decarbonisation, and Omicron - and the challenges these pose for policymakers and markets in 2022.

PAI AGM 04.11.2021 47:13 ↓

PAI AGM

PMC AGM 31.10.2021 42:31 ↓

PMC AGM

Macro Overview September 2021 12.10.2021 25:31 ↓

CEO and co-CIO Andrew Clifford talks with investment specialist Douglas Isles about many of the issues on our investors’ minds, covering China regulation, income inequality/redistribution, rising inflation and what it all means for interest rates and markets.

It’s all about YOU 06.09.2021 10:49 ↓

Podcast: It’s all about YOU.

30 June 2021 Quarterly Report 22.07.2021 47:53 ↓

An audio recording capturing the highlights of Platinum’s June 2021 Quarterly Report is now available. The podcast provides a macro overview, latest thoughts from our inhouse virologist and portfolio manager Dr Bianca Ogden on Australia’s approach to testing and screening for Covid, various articles on Asia and corporate governance in Japan.

March 2021 Quarterly Report 23.04.2021 43:58 ↓

An audio recording capturing the highlights of Platinum’s March 2021 Quarterly Report is now available. The podcast provides an update on the flagship Platinum International Fund, a macro overview and a deep dive on the auto industry. We also share our thoughts on Asia, the healthcare sector, US consumer, semiconductors and why we are a buyer of Bayer.