In the latest Stock Pitch episode of The Australian Investors Podcast Owen Rask talks with Matt Joass, CFA whose title is now Chief Investment Officer at Maven Funds Management.
Matt provides his take on the COVID-19 recovery and why it could come quicker than many investors expect here in Australia. Matt also offers an overview of some stocks, including Pushpay (ASX: PPH) and a2 Milk Company Ltd (ASX: A2M).
Be prepared because Matt and Owen also go in-depth in this episode. They talk about inflection points, bringing forward the adoption curve, discount rates and risk modelling and lots more.
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