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Is DeepSeek just a Chinese knock-off?

Owen weighs in on the DeepSeek versus OpenAI debate and Drew discusses the case for falling Australian interest rates.

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About this episode

Is DeepSeek just a Chinese knock off? Should you be worried about the valuations of AI stocks like NVIDIA? And how likely is an RBA rate cut?

On this episode of The Australian Investors Podcast, Owen Rask is joined by Drew Meredith, CFP, for a discussion on what’s the crystal is telling us in 2025.

Topics covered:

  1. Owen’s This Is The Best One takes the lead on the $10k portfolio challenge
  2. Is DeepSeek just a Chinese knock off?
  3. Why the expansion of AI is only just getting started
  4. Is Drew’s book coming to audible?
  5. Will Australian interest rates be cut?
  6. Why Drew is holding onto FANG
  7. How to understand bond ETFs like VBND & IAF
  8. Is 100% inside Super ok?

Episode resources

2025 Portfolio Challenge

Podcast series resources

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