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Tariffs, Trump & tactical investing: what Drew & Mitchell are doing in a falling market

Drew Meredith and Mitchell Sneddon react to a 10% global market pullback, break down Trump’s new tariff moves, dive into Bapcor’s 30% share price crash, and talk through portfolio resilience, investor psychology, and listener questions on DRPs, super, and tactical rebalancing.

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About this episode

In this Australian Investors Podcast episode, your hosts Drew Meredith and Mitchell Sneddon discuss:

  • Trump’s new round of tariffs and trade war risks
  • How to manage portfolios in a falling market
  • Bapcor’s 30% share price crash & turnaround potential
  • Drew’s client strategy and Mitchell’s ETF reflections

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Topics Covered

  • Trump’s tariffs on South Korea, India & Brazil: investor implications
  • Waddle’s approach to portfolio risk, diversification & hedging
  • Bapcor’s 30% crash: write-downs, Bunnings competition & a turnaround series idea
  • NAB CEO wine-gate and executive behaviour in the age of scrutiny
  • WiseTech’s unusual CEO transition & governance flags
  • Listener Q&A: DRPs, ETF allocation, and rebalancing winners vs losers
  • Guzman y Gomez analysis: growth vs valuation, is it too spicy?
  • Magellan & falling knives: what Mitchell & Drew regret buying
  • Portfolio leaderboard update & Drew’s bagel-based spice test

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