This week, John Addis joins us to examine the state of fundamental investing in today’s markets and the growing influence of AI in analysis and research.

The rise of passive investing, the opportunities (and risks) AI presents, and the historical parallels to the dot-com bubble. John also shares why learning from mistakes is central to building resilience as an investor.

At its core, John emphasises the need for a balanced, disciplined approach to investing—and the importance of not letting worry or fear dictate financial decisions.

To follow John click here:

LinkedIn: https://www.linkedin.com/in/johnaddis/

Book: https://majorstreet.com.au/products/how-not-to-lose-1-million-br-i-small-by-john-addis-i-small

To follow Evan click here:

LinkedIn: https://www.linkedin.com/in/evan-lucas-44a25316/

Instagram: https://www.instagram.com/evanlucas_/

Website: evanlucas.com.au

Chapters

00:00 The State of Fundamental Investing

02:59 The Impact of Passive Investing

05:54 AI's Role in Market Analysis

08:56 The Dot Com Bubble and AI Hype

11:46 Australia's Economic Landscape

14:43 The Future of Australian Companies

17:43 Regulatory Challenges in Capital Markets

20:33 The Role of Superannuation in Investment

23:45 Learning from Investment Mistakes

29:38 A Day in Charge: John Addis' Vision

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