Circle the Square: Is this time different?

Circle the Square is a quarterly, lunchtime round-table discussion co-hosted by UTS Business School and the UTS Finance Department. Each session unites senior industry practitioners, UTS Finance academics and undergraduate students to question orthodoxy and stress-test the assumptions that steer capital allocation.

The inaugural topic for this series is "Is this time different?" an examination of Donald Trump's first 100 days in office and whether these shifts signal a new, lasting market regime—or merely another bump in the long road of mean reversion.

Panellists included:
Rob Prugue — Executive Director, Callidum Investment Research and UTS Industry Fellow
Michael Block — CIO, Bellmont Securities and UTS Industry Adjunct Professor
Wayne Fitzgibbon — Founder, Thinking Differently

Chapters:
0:00 Teaser
0:30 Introductions
3:00 Circle the Square topic
7:46 How are political factors influencing finance today?
12:03 What was the market like when implementing radical changes in the past?
17:23 Have the markets reacted predictably?
21:45 Are we seeing a change to safe havens?
30:27 What has this disruption meant?
41:40 How do you hedge against this uncertainty?
49:38 Is it different this time?

Follow us on our LinkedIn account for future sessions:   / uts-business-school  

Videographer: Abel Productions