By Aaron Patrick


Around 2 o’clock on a silent Sydney night early last week, veteran Sydney investment manager Geoff Wilson was woken by the nerve-jarring sensation of cortisol surging through his body.

He rolled over, checked the time, slipped on a pair of earphones, and turned on CNBC. He didn’t want to wake his wife, naturopath Karen Wilson, laying motionless next to him in their beautiful Double Bay home.

Wilson was disturbed by what he heard. He was convinced one of history’s great bull markets was ending.

But the almost-sanguine American commentators on the business channel seemed to be in denial, or could not see, that an epic struggle was about to play out: fear and panic versus fiscal and monetary policy.

Read more in the Australian Financial Review.

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