Скачать или смотреть Hot Themes Just Crashed – Here's the Real Opportunity

After a wave of excitement around hot market themes like gold, silver and copper, many of those trades reversed sharply. What looked like FOMO quickly became a reminder of how crowded momentum trades can unwind.

In this video, Marcus Padley looks past the noise to where opportunity may be starting to form. He explains why heavy ETF flows and computer-driven trading pushed some themes too far, and how recent currency moves have quietly changed the picture for Australian investors.

Marcus also discusses why US-focused ETFs traded in Australia have fallen despite resilient underlying companies, and why beaten-up technology stocks may be worth watching as sentiment shifts.

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💼 MT20 – Our Managed ETF Portfolio

MT20 is a professionally managed portfolio run by Marcus Padley and the team, using a disciplined investment approach developed and refined since 2018.

It invests through ASX-listed ETFs, uses active market timing, and has the ability to move to cash when conditions change.

👉 Learn more about MT20
https://bit.ly/mt20-yt

👉 Register to explore MT20 (no obligation)
https://bit.ly/mt20-register-yt

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🧠 Principles – How We Think About Investing

Principles is a short video series from Marcus Padley, shaped by 40 years in markets.

It's not a course and it's not stock tips.
Just clear thinking on timing, behaviour, and better decision-making.

👉 Watch the Principles mini-series
https://bit.ly/mt-principles-yt

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Disclaimer
This content is general information only and does not consider your personal circumstances. It is not personal financial advice. Please consider whether it is appropriate for you or seek professional advice before making investment decisions.

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