Co-CIO Chad Padowitz Q&A with Australian Financial Review

February 22, 2024


Talaria Co-CIO Chad Padowitz recently caught up with The Australian Financial Review’s Joanna Tran to discuss a range of topics, including undervalued stocks, overlooked risks to investors, and how Talaria sees the current macro environment.

“While the earnings season has been good overall, looking beneath the surface suggests that all the growth has been due to the mega-cap technology companies. There is a big question mark over how much longer the Magnificent Seven can continue to carry the rest of the market.”

Read more for timely insights for Chad.


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