Matthew Kidman, a 25-year veteran of the Australian stock market and co-founder of Centennial Asset Management, where we delve deep into the strategies and insights driving successful investment in the ASX small cap sector. In this exclusive interview, Matthew shares his transformation from a cautious observer to a bullish market participant, revealing his top strategies for generating alpha and his long-term outlook on US shares.



In this video:

Market Bullishness: Discover why Matthew turned bullish on the ASX last year and his preferred sectors for exceptional returns.
Investment Drivers: Learn about the factors expected to propel shares upward over the medium term.
Generational Market Views: Gain insight into Matthew’s long-term perspective on US equities.
Portfolio Strategy: Explore how many stocks Centennial typically holds and why diversification matters in fund management.
Strategic Accumulation: Find out which out-of-favour share Centennial is currently focusing on.
Risk Management: Understand why Matthew describes his role primarily as 'managing risk.'
Personal vs. Fund Management: Matthew discusses the nuances between managing personal finances and overseeing an investment fund.
AI in Investing: Hear Matthew's thoughts on the impact of Artificial Intelligence on the financial markets.
This interview is packed with valuable lessons on navigating the complexities of the financial markets, making it a must-watch for both seasoned investors and newcomers alike. Click on the video below to watch the full interview and gain insights from one of the most experienced fund managers in Australia


Welcome to Fat Tail Investment Research, your source for fortifying and growing your wealth with insights from leading experts in finance and investing.

Join us each week as we roll out fresh videos, tapping into the expertise of top-notch specialists in investing, economics, the stock market, real estate, and personal finance, tailored specifically for our Australian investors.

Explore illuminating interviews and in-depth explainer videos unraveling the trends shaping today's Aussie markets, the economy, and your overall portfolio.

In these dynamic times, marked by economic shifts, record-low interest rates, growing debt, deficits, and unprecedented stimuli, navigating the evolving landscape is absolutely vital. The rules of investing are undergoing transformation, influencing the ASX, property markets, and various asset prices Down Under. The pressing question remains: Can markets prevail with a sustained ascent, or is a challenging reckoning unavoidable?

Let Fat Tail Investment Research be your guide in supporting your portfolio against the uncertainties of the future, whether it's inflation, deflation, a bull market, a bear market, a market correction, a property market shift, an economic boom, a downturn, or another global financial shake-up – our experts cover all conditions to support you.

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