Members Podcast – Friday 7 March

• Grab your Popcorn and watch the show.
• 80% cash. Looks good today - but not sure how long that's going to be true. 
• Is this going to become precipitous? I don't think so. The ingredients aren't there (GFC, COVID). It's just sentiment. A re-pricing.
• Is it the start of a longer downtrend? Possible - that depends on the US economic impact (recession or not).
• In every case the main debate is when this sell-down becomes an opportunity.
• Let's react not predict. Nothing to react to yet.
• Looking at alternatives to cash - no rush today.

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