In this Australian Investors Podcast episode, your hosts Mitchell and Drew Meredith discuss:
- AGM season watch-list (BHP, Mineral Resources and more)
- BHP’s China headwinds and iron ore implications
- Private credit due diligence and Term Plus Q&A
- Cyber security tailwinds, Asahi’s outage and ETF picks
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Topics Covered
- AGM season preview: what we’re watching across the ASX, plus Mineral Resources governance chatter
- BHP & China: iron ore dynamics when geopolitics meets markets
- AP Eagers’ $1b Canadian deal: expansion risks and frameworks for offshore moves
- Private credit 101: ASIC context, due diligence must-haves, and Term Plus insights with Nehemiah Richardson
- Cyber security risk in real life: Asahi’s Japan outage and why cyber security spend is rising
- HACK vs BUG: how we think about satellite exposure to cyber security
- US government shutdowns: what history says for markets
- Community & portfolios: Rask community highlights, winners/laggards, and a dad joke to finish
