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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

00:00

The Future of Investing

Even Macquarie. It's taken a while. I'm always from this. Diversified. Love to be here. When you said Telstra, my eyebrows went straight up. But it's worked out. You are the man of 2023 in terms of these trades. We talk about long term investing. What's that? Honestly, Fang Telstra was next. Hang on this guy's every word. Not interest rates. Maybe Macquarie and West farmers. Just to be. More diversification at Port Fos. The rotation back into quality where overseas quality is seen as Apple and Microsoft in Australia. Quality is seen as Woolies in Telstra. Because they're money

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