Trailer: The global banking crisis has changed the game, and this is how to play it

Events of the past few weeks have cast doubt over the stability of the financial system. First Silicon Valley Bank and its troubled regional banking peers, then Credit Suisse. In typical fashion, the US Federal Reserve has stepped in to backstop the sector.  These events have changed the way corporations perceive risk, according to this week's guest on the The Rules of Investing John Ayoub, Portfolio Manager for the Wilson Asset Management's Leaders Fund (ASX: WLE).  In the upcoming episode, we discuss:  the global banking crisis, and how this risk affects the Australian market; the political risk investors are underestimating; the way WAM use macro, micro and catalysts to find their winners; and we also touch on what defensive quality means, and why it’s the play in the current market. Ayoub colours the conversation with a tonne of stocks, so there's sure to be something in here for everyone.