Is stock picking finally dead? ETFs vs active investing in 2025

In this episode, Drew Meredith and Owen Rask dive into the latest ETF boom, break down the sharp falls in Tesla and NVIDIA, and share candid lessons from their community portfolio challenge. Learn why position sizing and rebalancing matter more than ever — especially when volatility strikes.

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About this episode

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

  • Australia’s ETF market surging to $300B in FUM

  • Sharp drops in Tesla and NVIDIA, and the impact on fake portfolios

  • Portfolio rebalancing lessons: when to top up, when to review

  • Why position sizing is the unsung hero of good investing

If you love learning about ETFs, stock picking, and portfolio strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

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Topics Covered:

  • Portfolio Performance Overview
  • What’s going on with NVIDIA?
  • Merger Insights: Solpatz and Brickworks
  • The Allure of Stock Picking
  • AI’s Impact on Investing
  • Owen’s Crazy Idea
  • Public vs Private Markets
  • The Future of Active Management
  • Drew’s Two Asset Class Picks
  • Be More Like Warren Buffet or Charlie Munger?
  • Bridging the Gender Gap in Investing

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