Join Andrew, Matt and Claude for the last episode of Baby Giants as they chat about markets and multiples, Fiducian Group, the financialisaton of the economy, Kinatico and keeping focused.

Follow us on Twitter: @BabyGiantsPod

Check out Matt's substack: https://www.wholebraininvesting.com/p/the-problem-with-problem-solving

Claude's website: arichlife.com.au
Andrew's investing network: strawman.com

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1:05 - Baby Giants is ending
2:30 - Market rebound
6:47 - Tangents - travel stories and ticks
11:03 - Markets (part II)
14:27 - Multiples
16:18 - Fiducian Group (ASX: FID)
19:29 - Generation Development Group (ASX: GDG)
21:05 - Financialisation of the economy
25:52 - Kinatico (ASX: KYP)
30:22 - Promoters and raising capital
32:49 - Keeping focused
36:18 - How to stay in touch with us

Andrew, Matt, and Claude discuss the big market moving macro event of the yen carry trade, DroneShield's raise, Whole Brain Investing, as well as small cap marketplaces Airtasker and Hipages.

Follow us on Twitter: @BabyGiantsPod

Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g

Check out Matt's substack: https://www.wholebraininvesting.com/p/the-problem-with-problem-solving

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1:42 - Macro: yen carry trade and impact on markets

19:10 - Credit creation

20:34 - DroneShield (ASX: DRO)

25:34 - Whole Brain Investing

35:03 - Airtasker (ASX: ART)

41:06 - Airtasker (ASX: ART) vs Hipages Group Holdings (ASX: HPG)

Andrew, Matt, and Claude discuss the market rotation into small caps, DroneShield, Advanced Braking Technology, and Adacel Technologies and the challenges of investing in companies dealing with the Government.

Follow us on Twitter: @BabyGiantsPod

Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g

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0:57 - Rotation to small caps

7:50 - DroneShield (ASX: DRO)

21:01 - Advanced Braking Technology (ASX: ABV)

27:28 - Macro - China

29:28 - Adacel Technologies (ASX: ADA)

33:01 - Investing in companies dealing with the Government