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PME, XRO & TLS killin' it, VDHG for life? Too late to FANG? A.I. bubbles & why Deremith is off my Christmas card list

Australian Investors Podcast

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The Importance of Diversification in Recessions

Rex fell 15% after a profit warning. Qantas just delivered a 72% increase in profit. Most companies don't go bust through that are that reach this level. It's cyclical. You're in travel, commodities and retail. But there will come a time when you want to do weight back into these companies.

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