In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss:
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Xero’s surprise earnings and strategy shift
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Tesla’s 40% rally and the White House showroom moment
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Lessons from ETF portfolio declines: GUS, KKR, and Vulcan
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Why global diversification and position sizing matter more than ever
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Topics Covered
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Welcome & Introduction
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Drew’s DSA conference recap & financial planning insights
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Xero’s 23% revenue growth & $640m EBITDA
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ARPU up 15% – Xero’s subscriber monetisation thesis
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Tesla’s PR stunt with Trump, 40% rally & sentiment shift
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Portfolio Challenge: GUS, Vulcan, KKR & the pain of leverage
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Why position sizing and frameworks matter in volatility
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Will rates fall before March? Drew’s prediction & RBA talk
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ETFs and markets outlook – gold, AI, and the S&P 500
