
Short Meta, long Tesla? RUL & NWL jump, Bega Cheese (BGA) no good?, how ETFs pay dividends & how to read the fear and greed index
Australian Investors Podcast
The S&P 500: A Pessimistic View
Baker's secret: Circuit breakers are the upside. If you had to take one company out of the top eight companies, S&P is more interesting than Dow Jones. Baker says he would walk away from Meta and Berkshire Hathaway if possible.
On The Australian Investors Podcast '2 Sense' this week, your host and investment adviser Owen Rask is back with financial planner Drew Meredith, CFP (sometimes called "Andrew Deremith, ESQ", depending on the weather) to answer your investing questions, provide their market update and -- of course -- make you laugh.
This week, Drew and Owen tackle:
- Results from RPMGlobal Holdings (ASX: RUL), Netwealth (ASX: NWL) & Kathmandu (ASX: KMD)
- Why we wouldn't buy Bega Cheese Ltd (ASX: BGA) but Vegemite is good
- The big tech stocks we couldn't live without
- Why Owen would remote Meta Platforms (NASDAQ: META) from the S&P 500
- US inflation (kind of) at 3%!
- How to not read the Fear & Greed index
- Using a trust to invest, and
- Why betting on the Australian economy to fall is a BAD IDEA
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J.P. Morgan Asset Management
The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the worldâs largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.
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DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If youâre confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
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