(Sor­ry — I had to re-post this because the free episode in the orig­i­nal ver­sion was still last week’s mp3 file).

Black Mon­day in the bond mar­ket points to pain ahead; the impact of the SVB Col­lapse; Comms update; S32 — sell or not?; RBA lifts rates to 3.6%; Brett Fish­er on Renko charts; Pulled Pork: SRX; using TTM for Op. cash­flow; ZIM and its cap­i­tal return.

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