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Flee the NASDAQ! The 5 BIG risks in 2023, Owen & Drew's best investing themes for then next 6 months, Metcash and CKF pop & Medibank slapped by cyber penalties

Published 2 years, 8 months ago
Description

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, Drew and Owen 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


~~ Resources ~~


Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

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~~ Our amazing partners ~~

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J.P. Morgan Asset Management

The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, 

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