On The Australian Investors Podcast ‘2 Sense‘ this week, myself, investment adviser, Owen Rask; am joined again by my Australian Investors Podcast partner in crime, financial planner Drew Meredith, CFP.
As regular listeners of the Saturday morning 7 am ‘2 Sense’ segment will know, Drew is sometimes called “Andrew Deremith, ESQ”, depending on the weather.
Every Saturday morning we answer your questions and cover the most important news stories from the ASX, US and global stockmarkets, property, fixed income markets or the economy.
This week’s winner of our ‘best questioner name’ is “Worried Wonderwoman” who asked if it’s time to the “bail” on the NASDAQ 100? Write to us!
This week, Drew and I tackle:
- Time to bail from the NASDAQ? Yeah, nah… not so fast.
- Collins Foods (CKF) and Metcash (MTS) pop but tough times ahead?
- “Rates could still fall in 2023”
- Drew’s five things to be wary of: Floating rates, unlisted valuations, “the return of active”, 60/40 portfolios are dead, & value vs. growth
- Transurban (ASX: TCL) against the free world
- Educating your partner, spouse, sibling or kids about investing
I also challenged Drew to tell me if he thought Nvidia stock would be higher or lower in 12 months from now. He said/guessed higher, I’m not as convinced!
