
Here’s a link to my latest webinar for the IFPA* ‘Investment Insight’ series held on 12June 2026 –
https://vimeo.com/1201318719/9b8aacf9d6?share=copy&fl=sv&fe=ci
Access is FREE for IFPA members and non-members. No registration or login is required.
Here are the main topics with time-stamps:
- 1:30 – Agenda topics
- 4:00 - Where are we now? – shares, dollar, inflation, interest rates
- 7:10 – Inflation & Interest rate outlook for US & Australia
- 14:10 – Audience Question: “Do Passive fund flows increase concentration?”
- 17:00 – Audience Q: “Does our Compulsory Super system reduce the Risk Premium?”
- 20:10 – Impact of the Iran war on Shares, Bonds, Oil, Gold, Currencies
- 26:21 – Oil – the long term picture – why today is different to the 1970s
- 28:50 – Bitcoin? – what is it really?
- 31:50 – US/Iran War – motivations, aims, likely outcomes – why I am bullish
- 42:45 – SpaceX – am I a buyer? – how it stacks up as a speculative punt?
- 52:20 – Are share markets over-priced?
- 1:01:50 – Are we there yet? How long can the current boom last?
Plus don’t forget to pick up your CPD points via the link at the end!
All of the charts (and hundreds more) are available for free at:
Owen Analytics - https://www.owenanalytics.com.au/
Fact-based, non-partisan, non-conflicted analysis and commentary backed by deep research. Intended for licenced advisers, portfolio managers, and serious long-term wholesale investors.
No ai. All human. All original research and analysis.
Delivered by a seasoned portfolio manager / CIO with direct, hands-on experience running multi-billion-dollar discretionary managed accounts for major non-aligned advice groups since the GFC.
Uses actual examples of practical implementation in discretionary managed account portfolios for advice firms and client portfolios.
* IFPA (Institute of Financial Professionals Australia) is a not-for-profit membership association for tax, superannuation, and financial advice professionals, particularly in the SME sector. Established in 1919 as ‘Taxpayers Australia’ and has over 28,000 members and subscribers.
‘Till next time. . . . safe investing, and stay healthy!