Henry Jennings
Person
Henry Jennings is an Australian market commentator and investment strategist who has been involved in investment banking and stockbroking since the early 1980s. He is also involved in creative pursuits and provides commentary on financial markets and investments.
What Henry Jennings has said on podcasts
7 statements
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
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.
