In this Australian Investors Podcast episode, your hosts Drew Meredith and Mitch discuss:
- ASIC’s stop order on Latrobe Financial
- Transurban’s planned New Zealand toll road acquisition
- Reese’s (ASX:REH) buyback and market reaction
- AI’s trillion-dollar investment cycle and ETF impacts
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Topics Covered
- The top 10 most powerful people in corporate Australia for 2025
- ASIC’s stop order on Latrobe Financial and private credit concerns
- Transurban’s New Zealand toll road expansion
- Reese’s (ASX:REH) share buyback and capital allocation
- The AI mega-investment cycle, Nvidia, and energy demand
- ETF flows and whether they push up stock prices
- Diversification risks in employee share schemes
- Listener Q&A on borrowing against shares, ETFs, and property
