In this Australian Investors Podcast episode, your hosts Drew Meredith and Owen Rask discuss:

– Portfolio rebalancing strategies in a volatile market

– Private credit investing with TermPlus and its risks

– The ongoing debate on taxing unrealised gains

If you love learning about global investing trends, private markets, and smart portfolio strategies, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

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Topics Covered

– Our Fake Portfolio Updates

– Autonomous Taxis

– Owen's Newcastle Trip

– More Fake Porfolio Updates

– Vulcan Energy Shares

– Nvidia Shares

– Building The Fastest Supercomputer in 19 Days

– ASX 11% Return Chart

– Santos' Takeover Bid

– Retail Stocks

– Should Anyone Under 55 Have Defensive Assets?

– How Much of Drew's Portfolio is in Small Caps?

– Big Beautiful Bill Implications

– Tax on Unrealised Gains

– Is TermPlus Safe?

– How to get Exposure to Private Markets

– What is the Good Research discount code?

– Recap

– Drew's Dad Joke

~~ Rask Resources ~~

🔗 Explore all Rask services – https://bit.ly/R-services

📋 Get Financial Planning – https://bit.ly/R-plan

📈 Start investing with Rask – https://bit.ly/R-invest

📜 Access Show Notes – https://bit.ly/R-notes

❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest

📲 Follow us on social media:

– Instagram: @rask.invest

– TikTok: @rask.invest

DISCLAIMER

This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.

If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.

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