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Active vs. passive debate is dead, plus WTF is a CDI, ADR & OTC?

In this episode, Owen and Drew recap a volatile week for global markets and their mock portfolios. From RBA’s surprise 25 bps rate cut and its implications for bond ETFs, to analysing “spiffy pops” and rebalancing strategies in the face of sharp losses in XRF Scientific and Tesla, they also reflect on portfolio patience, diversification, and lessons learned mid-year.

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About this episode

In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss:

  • The RBA’s 25 basis point rate cut and implications for ETFs

  • Portfolio drawdowns: what we’ve learned from GEAR, Tesla & XRF

  • The concept of a “spiffy pop” and long-term investing

  • The power of diversification and when to rebalance your positions

If you love learning about ETFs, portfolio strategy, and long-term investing, subscribe to the Australian Investors Podcast on⁠ Apple⁠,⁠ Spotify⁠, or⁠ YouTube⁠!

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Topics covered

  • Welcome & Introduction

  • RBA Cuts Rates & Market Reactions

  • Bond ETFs & Income Strategies

  • GigaLosses: What’s Weighing on Our Fake Portfolios

  • What is a Spiffy Pop?

  • Portfolio Patience, Rebalancing & Position Sizing

  • Shoutouts to Promising Small Caps (XRF, Pro Medicus)

  • Final Thoughts & Staying the Course Long-Term

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