What podcasts say about Henry Jennings
Every statement, with the speaker, the exact quote and the moment it was said.
What Henry Jennings has said on podcasts
26 statements · 9 positive · 12 negative · 1 mixed · 4 neutral
Mackenzie should simplify her portfolio holdings.
“maybe you should look to rationalize a little bit.”
Open the episode · RBA raises rates again, Pimp my Portfolio with Henry Jennings & we review the community portfolioListen at 16:00
Diversifying away from US assets and individual stocks may improve Mackenzie’s portfolio.
“some diversification, perhaps away from the US and those individual names, might serve you better”
Open the episode · RBA raises rates again, Pimp my Portfolio with Henry Jennings & we review the community portfolioListen at 19:42
Currency-hedged products may be worthwhile for investors avoiding currency exposure.
“there are a lot of hedged products out there. And so they can be worthwhile looking at as well if you don't want to take that currency bet per se.”
Open the episode · RBA raises rates again, Pimp my Portfolio with Henry Jennings & we review the community portfolioListen at 22:02
Investors might consider taking profits in Wesfarmers.
“So maybe it'd be worth taking some profits there.”
Open the episode · RBA raises rates again, Pimp my Portfolio with Henry Jennings & we review the community portfolioListen at 23:03
Investors might consider taking profits in Macquarie Group.
“So, you know, whether you take some profits there”
Open the episode · RBA raises rates again, Pimp my Portfolio with Henry Jennings & we review the community portfolioListen at 23:10
Tesla and SpaceX will eventually merge.
“Tesla. Oh, I've never been a fan, I must admit. But at some stage they're going to merge with SpaceX.”
Open the episode · RBA raises rates again, Pimp my Portfolio with Henry Jennings & we review the community portfolioListen at 23:20
A single Rocket Lab launch failure could severely undermine the investment case.
“One fail on the launch pad and it's all over Red Rover.”
Open the episode · RBA raises rates again, Pimp my Portfolio with Henry Jennings & we review the community portfolioListen at 24:18
Codan’s drone-communications business is performing very strongly.
“the other business that's going phenomenally well is drones.”
Open the episode · RBA raises rates again, Pimp my Portfolio with Henry Jennings & we review the community portfolioListen at 32:56
Codan’s Gold Monster 2000 is its best detector released to date.
“The Gold Monster 2000 is the best detector that they have ever released.”
Open the episode · RBA raises rates again, Pimp my Portfolio with Henry Jennings & we review the community portfolioListen at 33:50
Australia represents 2% globally and generally lags in market performance.
“We're only 2% of the globe. So you are, I guess, and also we're kind of the slow lane in terms of market performance.”
Open the episode · Apple finally folds, Pimp My Portfolio with Henry Jennings & why $10 a week in Super mattersListen at 16:50
Leveraged Nasdaq exposure magnifies losses during a market crash.
“when the bus crashes, you have kind of jumped in the front seat and are looking at the tree coming at you quite quickly.”
Open the episode · Apple finally folds, Pimp My Portfolio with Henry Jennings & why $10 a week in Super mattersListen at 17:33
Catapult, REA Group, and WiseTech should be held for now.
“I'd probably hold those 3 for the time being.”
Open the episode · Apple finally folds, Pimp My Portfolio with Henry Jennings & why $10 a week in Super mattersListen at 18:38
Investors should allocate less to Australian equities than Richard currently does.
“Probably a smaller weighting than you've currently got.”
Open the episode · Apple finally folds, Pimp My Portfolio with Henry Jennings & why $10 a week in Super mattersListen at 19:20
Higher interest rates negatively affect technology-company valuations.
“rates higher is not good for valuations of tech companies.”
Open the episode · Apple finally folds, Pimp My Portfolio with Henry Jennings & why $10 a week in Super mattersListen at 23:18
The valuations of emerging AI companies may not be justified.
“whether the valuation is justified, I don't know.”
Open the episode · Apple finally folds, Pimp My Portfolio with Henry Jennings & why $10 a week in Super mattersListen at 23:56
Crowded markets can fall 10–20% within weeks when sentiment reverses.
“10% down on an index, 20% down. In a matter of weeks.”
Open the episode · Apple finally folds, Pimp My Portfolio with Henry Jennings & why $10 a week in Super mattersListen at 24:39
Tiny satellite ETF positions will have little long-term portfolio impact.
“it's not going to make a huge amount of difference to the portfolio in the long term.”
Open the episode · Apple enters a new era, Super September is back & Pimp My Portfiolio with Henry JenningsListen at 25:48
Beginning to invest is more important than selecting a perfect initial investment.
“just buy anything. Just get started.”
Open the episode · Apple enters a new era, Super September is back & Pimp My Portfiolio with Henry JenningsListen at 27:52
Some portfolio ETFs may create additional US tax paperwork and implications.
“there's probably a few forms you've been filling in for some of the things like the rocket and some of the other ETFs in terms of the US tax implications.”
Open the episode · Apple enters a new era, Super September is back & Pimp My Portfiolio with Henry JenningsListen at 28:11
Many ETF portfolios are less diversified than investors believe.
“you think you're diversified and you run this through the Venn diagram machine, whether that's ChatGPT or Claude or whatever, you'll find that you're nowhere near as diversified as you think you are.”
Open the episode · Apple enters a new era, Super September is back & Pimp My Portfiolio with Henry JenningsListen at 29:33
AI and technology currently drive much of the market.
“When you look at what's driving the market, it is all AI and all technology.”
Open the episode · Apple enters a new era, Super September is back & Pimp My Portfiolio with Henry JenningsListen at 29:49
Global investment markets are approximately 75% US-weighted.
“The world is 75% US.”
Open the episode · Apple enters a new era, Super September is back & Pimp My Portfiolio with Henry JenningsListen at 30:16
A downturn in AI-related investments would hurt concentrated portfolios.
“if that sinks or it stumbles, and we've seen stumbles recently, you know, you're going to suffer.”
Open the episode · Apple enters a new era, Super September is back & Pimp My Portfiolio with Henry JenningsListen at 31:23
Selling and rebalancing after gains is difficult for investors.
“one of the hardest things to do, I guess, is to take some profits, sell things and rebalance.”
Open the episode · Apple enters a new era, Super September is back & Pimp My Portfiolio with Henry JenningsListen at 34:34
Investors should consider trimming an oversized Asia Technology Tigers position.
“maybe there's an argument to say you should trim that and put that to work elsewhere that may not have performed quite as well.”
Open the episode · Apple enters a new era, Super September is back & Pimp My Portfiolio with Henry JenningsListen at 35:21
Investment performance tends to revert toward a norm over time.
“things tend to revert back to a norm at some stage.”
Open the episode · Apple enters a new era, Super September is back & Pimp My Portfiolio with Henry JenningsListen at 35:32
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.