Australian Investors Podcast
Micron, copper and BHP: where the AI trade goes next
Owen Rask and Drew Meredith unpack Micron, copper, BHP and why the AI trade may be shifting from hype to harder questions about value.
July 4, 2026
Owen Rask and Drew Meredith unpack Micron, copper, BHP and why the AI trade may be shifting from hype to harder questions about value.
Gemma Mitchell and Milli Russell answer listener questions on first-home buying, offset versus redraw, retirement work and what to do after bad financial advice.
Drew Meredith and James O’Reilly unpack the Budget walk-backs, age pension strategy, SMSF borrowing risk and the mortgage-versus-super question.
Owen Rask speaks with Jaki Virtue about how SOL Patts runs with 55 staff, the COO role, private markets, AI, governance and long-term compounding.
Gemma Mitchell and Jason Leong use PocketSmith data to unpack childcare costs, school choices and the family-finance trade-offs facing Australian households.
Owen Rask, Ben Richards and Luke Laretive unpack eight practical lessons on small-cap investing, process, catalysts and portfolio management.
Pete Wargent and Chris Bates unpack whether Australia’s housing market has hit peak fear, from negative gearing and SMSF risk to the six-year CGT rule and AI.
Owen Rask and Drew Meredith debate the ASX, AI hype, Micron, WiseTech, REA Group and ETF strategy in this Australian Investors Podcast episode.
Drew Meredith and Caite Brewer unpack DIY wills, probate disputes, super death benefits and estate-planning mistakes that can trigger costly family fights.
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