6 shocking predictions for 2024 and beyond

6 of Australia’s most influential investors challenge consensus thinking with their predictions about the future of markets and what it means for investors.

This includes:

1. Christopher Joye, Coolabah Capital
2. Dania Zinurova, WAM Alternative Assets
3. Casey McLean, Fidelity International
4. Andrew McKie, Elston Asset Management
5. Marcus Burns, Spheria Asset Management
6. David Allen, Plato Investment Management

Timecodes:
0:00 - Intro
0:09 - Christopher Joye's prediction: Australia enters the worst corporate default cycle since GFC and 1991 recession
8:20 - Dania Zinurova's prediction: Australian food prices will rise beyond our expectations
15:26 - Casey McLean's prediction: The international travel boom is about to bust
20:16 - Andrew McKie's prediction: Superannuation will make Australia the wealthiest nation in the world (on a per capita basis)
27:06 - Marcus Burns' prediction: 'Sticky' inflation to collapse and return to long-run average
31:28 - David Allen's prediction: The end of obesity

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[HRCISASKNK]

My prediction is on some days over the next 2 years the market will be up and on some days the market will be down, and in the next 7-8 years s&p has a 70% or greater chance of being double what it is today—based on the last 45 year history of it.

[jacksonwinter]

High wages and low productivity are driving inflation? How hard do you have to fudge the numbers to get that analysis? Or do you just fabricate it out of whole cloth because it makes investors feel good?

[Grace-fpfs]

Andrew Mckie offered nothing of substance other than random figures of the whole. Of course the overall pot of super will be worth more in the future - we'll have more people, but the individuals balance will be worse off than predecessors. Sorry but the worst presentation of them all.