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We are midway through a fascinating February reporting season with Ben and Jeremy excited to discuss company specific results as well as the key macro thematics that are currently impacting markets. The guys touch on the geopolitical unrest in Ukraine, the change in interest rates/inflation and the importance of labour market/supply chain efficiency as we navigate our way through a post COVID world.

Stock results discussed include: REA, CSL, SEK, CAR, RMD and BHP.

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