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Market moves, redundancies and building a personal brand
The Australian share market has lagged behind the US, tech has continued to dominate globally, and investors are being reminded why diversification still matters.
In this episode of The Winner’s Playbook, Josh and Billy unpack what has been happening across the Australian and global share markets, including the role of AI, tech stocks, index funds, active managers and why chasing the latest market trend can be risky.
They also discuss redundancies, job cuts and what to do if your role is suddenly affected, from building cash reserves and understanding your entitlements to using your network and keeping future options open.
Josh and Billy also talk through the value of building a personal brand, why social media is becoming a search engine, and how being visible online can help create career and business opportunities.
To close out, they break down private ancillary funds, how they work, who they may suit, and how charitable giving can be structured more effectively.
⏱️ Timestamps:
00:00 Intro
02:47 Australian share market update
04:10 Why US tech has been driving returns
08:53 Active management vs index investing
13:44 Redundancies and job cuts
17:03 How to protect yourself financially
22:11 Why building a personal brand matters
32:37 What is a private ancillary fund?
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https://www.linkwealth.com.au/josh-lee-link
Get in touch with Billy:
https://www.linkwealth.com.au/billy-norman-link
Josh's TikTok: https://www.tiktok.com/@joshleefinadv
Billy's TikTok: https://www.tiktok.com/@billynormanfp
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General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation.
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