Over or Under the S&P 500 for the Financial Year to Date

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:

• Time to bail from the NASDAQ? Yeah, nah... not so fast.
• Collins Foods (CKF) and Metcash (MTS) pop but tough times ahead?
• "Rates could still fall in 2023"
• Drew's five things to be wary of: Floating rates, unlisted valuations, "the return of active", 60/40 portfolios are dead, & value vs. growth
• Transurban (ASX: TCL) against the free world
• Educating your partner, spouse, sibling or kids about investing

~~ Resources ~~

• Young Finance Professionals Bash - get tickets here! https://events.theinside.network/d/60qfkr/
• Rask Events Roadshow: https://www.rask.com.au/road
• Attend the Wattle event (send us a message): https://wattlepartners.com.au/contact/
• ASK A QUESTION HERE
• Join Owen's Rask Core 🌏 – $9.99 per month
• Get financial planning advice
• Mortgage broking
• Owen’s FREE investor bootcamp: bit.ly/rask-analyst

Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

Make Owen smile 😊

If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

~~ Our amazing partners ~~

Download the free Investing in Gold report from Rush Gold

Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold

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 world’s 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 you’re 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.

Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

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