Trump’s tariffs, Bapcor’s crash & the art of portfolio resilience

Drew Meredith and Mitchell Sneddon react to a 10% global market pullback, break down Trump’s new tariff moves, dive into Bapcor’s 30% share price crash, and talk through portfolio resilience, investor psychology, and listener questions on DRPs, super, and tactical rebalancing.

In this Australian Investors Podcast episode, your hosts Drew Meredith and Mitchell Sneddon discuss:

– Trump’s new round of tariffs and trade war risks

– How to manage portfolios in a falling market

– Bapcor’s 30% share price crash & turnaround potential

– Drew’s client strategy and Mitchell’s ETF reflections

Chapters (approximate)

(00:00) Introduction

(03:51) Tariffs and Market Reactions

(07:32) Wattle Portfolios General Exposure

(11:18) US Federal Reserve and Interest Rates

(13:59) Where Was Drew on July 2nd?

(15:45) NAB CEO Called Out

(20:44) WiseTech's New CEO

(24:14) Bapcor Stock Tanked

(30:40) Drew's Rejected Episode Ideas

(34:06) The Challenges of Active Management

(40:01) Our Favourite GYG Orders

(42:00) Thoughts on GYG

(45:39) Active vs. Passive Management

(52:21) Fake Portfolio Updates

(52:59) Rapid Fire Questions for Drew

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Topics Covered

– Trump’s tariffs on South Korea, India & Brazil: investor implications

– Waddle’s approach to portfolio risk, diversification & hedging

– Bapcor’s 30% crash: write-downs, Bunnings competition & a turnaround series idea

– NAB CEO wine-gate and executive behaviour in the age of scrutiny

– WiseTech’s unusual CEO transition & governance flags

– Listener Q&A: DRPs, ETF allocation, and rebalancing winners vs losers

– Guzman y Gomez analysis: growth vs valuation, is it too spicy?

– Magellan & falling knives: what Mitchell & Drew regret buying

– Portfolio leaderboard update & Drew’s bagel-based spice test

Resources for This Episode

– Nobody's Fool by Harlan Coben

– Ask a question – just select the Investors Podcast

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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. You should consider if the information is appropriate for your situation before acting on it.

If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg

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