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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 Benefits of AI Driven Business

All of these businesses are exposed to it. They're own advanced macro devices. Netflix gives you movie recommendations based on the previous rom coms you've watched. Is an ETF a good way to do that? It's probably more sensible than trying to identify the next mid or small cap AI engine. I'm going to pick the absolute winner. Probably not, to be honest. But everyone will benefit. We got some other really good questions that have come through. Bond junk bond says, hey, broad investments limited and brown and brown ink. Neither do I. neither do I.

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