In this Australian Investors Podcast episode, with Owen on holiday in Vietnam, Mitchell Sneddon joins Drew Meredith to discuss:

– US–Iran conflict and what it means for oil prices, inflation and markets

– L1 Capital’s new gold listed investment company

– Hansen Corporation in the news and a look at the billing software providers prospects

– What has had a worse effect on markets to date, the Iran war or the SaaSpocalypse?

– How is Mitchell almost last in the Stock Genius game? Drew reviews his portfolio or AD8, TAH, EDV, DTEC and more.

– Would you invest in defence stocks? We look at the inflows for the major defence ETFs: DTEC, ARMR and DFND

– Are you keen to invest in Drew’s falling knife ETF? Expressions of interest open now!

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Resources for this episode

Mitchell’s episode with Navigator Global Investments

Mitchell’s episode with Neuren Pharmaceuticals

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