Searching for predictability in an unpredictable market with Warryn Robertson

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Searching for predictability in an unpredictable market with Warryn Robertson

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Markets are looking increasingly unpredictable, but are investors overlooking some of the world's most reliable businesses?Lazard Asset Management's Warryn Robertson joins Bryce and Ren to explain why he's looking for predictable earnings and strong competitive advantages, and why he's increasingly concerned about what's happening beneath the surface of the share market. From data centres and mobile towers to Visa, lotteries and a surprisingly compelling tax business, Warryn unpacks where he's finding opportunities, why he thinks some popular investments don't stack up and how AI is changing the definition of a great business.In this episode:00:00 Finding Predictable Stocks01:38 Warryn’s Investing Origins04:35 Spotting Financial Red Flags06:50 Why Infrastructure and Equities11:22 Visa as a Franchise13:18 Inflation and Infrastructure15:45 Inside the Infrastructure Checklist20:05 Satellite and Tower Assets24:48 Five Sources of Franchise29:57 Fund Performance and Positioning36:01 AI and Business Predictability38:31 H&R Block’s Hidden StrengthStocks & ETFs mentioned: Visa (NYSE: V), SES (Euronext Paris: SESG), American Tower (NYSE: AMT), Crown Castle (NYSE: CCI), Cellnex Telecom (BME: CLNX), Anheuser-Busch InBev (EBR: ABI), Brightstar Lottery (NYSE: BRSL), La Française des Jeux (EPA: FDJ), PayPal (NASDAQ: PYPL), H&R Block (NYSE: HRB)———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We’re particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

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