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Owen’s RPMGlobal Ltd (ASX: RUL) victory lap

Discover why gold is surging, whether Google remains undervalued, and if Endeavour Group (ASX:EDV) is a buy, hold, or sell.

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About this episode

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

  • Why gold is rallying and its role in portfolios
  • Whether Google (Alphabet) is undervalued in 2025
  • If Endeavour Group (ASX:EDV) is a buy, hold or sell
  • The sharp ratio and building risk-adjusted portfolios

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

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Topics Covered on this week’s 2 sense

  • Biggest winners and losers in 2025 so far
  • Google, gold, Endeavour Group, CSL and more
  • Building portfolios for retirees and risk-adjusted returns
  • Final thoughts on ETFs, emerging markets and tax considerations

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Sponsored by:
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  • Brainchip Holdings Ltd (ASX:BRN), CSL Limited (ASX:CSL), DroneShield Ltd (ASX:DRO), Endeavour Group Ltd (ASX:EDV), Pro Medicus Limited (ASX:PME), Resmed CDI (ASX:RMD), RPMGlobal Holdings Ltd (ASX:RUL), Wesfarmers Ltd (ASX:WES), Woolworths Group Ltd (ASX:WOW), Zip Co Ltd (ASX:ZIP)
  • Alibaba Group Holding Ltd (NYSE:BABA), Alphabet Inc Class A (NASDAQ:GOOGL), NVIDIA Corp (NASDAQ:NVDA), Tesla Inc (NASDAQ:TSLA)

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