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

On The Australian Investors Podcast '2 Sense' this week, your host and analyst 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:

• Is Vanguard VDHG a really bad idea for tax reasons?
• Why Telstra, Woolworths, Xero & Pro Medicus are crushing it
• Are we all too late to the Global X FANG+ ETF (FANG) party?
• RBA stuff
• Are RSUs tax effective?
• What's up with micro and small-cap biotech ETFs?

~~ 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

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~~ Our amazing partners ~~

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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 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.

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