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Baby Giants Investing
Join us as we chat about the wild, weird, and whacky of small cap investing, all while searching for those precious few fast-growing businesses that have a shot of becoming industry giants. (Intro music by Skilsel)
Baby Giants Investing
#127 - Yen Carry Trade, Whole Brain Investing, Airtasker & Hipages
August 08, 2024
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BabyGiants
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Episode 127
Andrew, Matt, and Claude discuss the big market moving macro event of the yen carry trade, DroneShield's raise, Whole Brain Investing, as well as small cap marketplaces Airtasker and Hipages.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
Check out Matt's substack: https://www.wholebraininvesting.com/p/the-problem-with-problem-solving
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1:42 - Macro: yen carry trade and impact on markets
19:10 - Credit creation
20:34 - DroneShield (ASX: DRO)
35:03 - Airtasker (ASX: ART)
41:06 - Airtasker (ASX: ART) vs Hipages Group Holdings (ASX: HPG)