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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

Australian Investors Podcast

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The Most Powerful Thing of the Next 12 Months

I think emerging markets are starting to stand out again. Quality pricing power is a more powerful factor than say like Aussie quality. There's potential that AI is a bit of a hype right now. And you just end up with quality stocks. In fact, I think that is the way you have to play it. The other one was your most attractive theme. We talk about thematics and ETFs a lot. Anything to do with AI and semis, semiconductors. Is there a theme you think will be the most powerful of the next 12 months? You really don't like being questioned? No, I'm just trying to think. Because I haven't thought about these in

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