Join Nathan and Alex as they discuss Freelancer; whether remediation costs from the Hayne inquiry are near an end or just beginning; and whether HUB24 and Netwealth will steal market share from SMSFs, inn addition to analysing some small caps and the importance of long-term US interest rates.

00:35 – Banking and wealth management remediation
03:20 – Will WRAP providers benefit from the shift out of SMSFs?
07:40 – Comments on Freelancer
12:35 – Why do US 10-year bond rates matter?
16:32 – Are commercial solar farms a good investment?
18:07 – Is Respiri on our radar?
21:23 – Thoughts on ReadCloud
22:53 – SAAS company presentation day

Join Nathan and Alex as they discuss Freelancer;&nbsp;whether remediation costs from the Hayne inquiry are near an end or just beginning; and&nbsp;whether HUB24 and Netwealth will steal market share from SMSFs, inn addition to analysing some small caps and the importance of long-term US interest rates.
00:35 &ndash; Banking and wealth management remediation 03:20 &ndash; Will WRAP providers benefit from the shift out of SMSFs? 07:40 &ndash; Comments on Freelancer 12:35 &ndash;&nbsp;Why do US 10-year bond rates matter? 16:32 &ndash; Are commercial solar farms a good investment? 18:07 &ndash; Is Respiri on our radar? 21:23 &ndash;&nbsp;Thoughts on ReadCloud 22:53 &ndash;&nbsp;SAAS company presentation day

Skin in the Game is a weekly podcast by InvestSMART with Portfolio Managers Nathan Bell and Alex Hughes. Each week they chat about stocks in the news, economic events, markets, portfolio management and holdings and changes in their respective portfolios. If you have any questions you would like answered in future episodes, please send us an email to skininthegame@investsmart.com.au

Skin in the Game is a weekly podcast by InvestSMART with Portfolio Managers Nathan Bell and Alex Hughes. Each week they chat about stocks in the news, economic events, markets, portfolio management and holdings and changes in their respective portfolio...

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