Are interest rates the only thing that matter? Why are analysts’ valuations of WiseTech Global Ltd (ASX: WTC) all over the place?
On The Australian Investors Podcast ‘2 Sense‘ this week, your host and investment adviser Owen Rask is back with financial planner Drew Meredith, CFP (sometimes called “Andrew Deremith, ESQ”, depending on the weather) to answer your investing questions, provide their market update and — of course — make you laugh.
This week’s winner of our ‘best questioner name’ is “JANET (yellen) FROM THE BLOCK” who asked about bond ETFs.
This week, Drew and Owen tackle:
- Drew and Owen’s ‘most surprising‘ portfolio position
- ANDREW IS BACK – interest rates are on HOLD!
- A warning for Vanguard VAP investors
- Why every analyst is wrong about Wisetech’s (ASX:WTC) valuation
- How bond ETFs really work
- How Owen hunts for multi-baggers on the ASX
- Are AREITs a big opportunity?
- Interest rates are the only thing that matter to index funds?