In this Australian Investors Podcast episode, your hosts Drew Meredith and Owen Rask discuss:
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Tesla’s and Nvidia’s stock price slump and investor sentiment
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Portfolio rebalancing strategies in a volatile market
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Private credit investing with TermPlus and its risks
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The ongoing debate on taxing unrealised gains
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Topics Covered
Got it! Here’s the chapter list with simple bullet points (no en dashes, no timestamps):
- Our Fake Portfolio Updates
- Autonomous Taxis
- Owen’s Newcastle Trip
- More Fake Porfolio Updates
- Vulcan Energy Shares
- Nvidia Shares
- Building The Fastest Supercomputer in 19 Days
- ASX 11% Return Chart
- Santos’ Takeover Bid
- Retail Stocks
- Should Anyone Under 55 Have Defensive Assets?
- How Much of Drew’s Portfolio is in Small Caps?
- Big Beautiful Bill Implications
- Tax on Unrealised Gains
- Is TermPlus Safe?
- How to get Exposure to Private Markets
- What is the Good Research discount code?
- Recap
- Drew’s Dad Joke
