Australian Investors Podcast

Is the RBA hiking rates? Retirees chasing alpha, Collins Foods and a REIT deep dive

Dec 5, 2025
Inflation has surged to 3.8%, sparking debate on whether the RBA will raise interest rates soon. Owen and Drew examine Collins Foods' impressive profit outlook against Metcash's revenue struggles. They also tackle whether retirees should focus on alpha chasing or prioritize downside protection. Drew shares his exciting experience with a Tesla, while they explore the future of AI data centers and the energy challenges they face. A thorough discussion of REITs and the feasibility of geared funds adds to the financial insights.
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ANECDOTE

Drew’s First Tesla Rental Experience

  • Drew rented a Tesla and enjoyed its regenerative braking and charging conveniences at hotels and wineries.
  • The experience convinced him to seriously consider buying one after restructuring finances.
INSIGHT

AI Is Causing A Data Centre And Energy Squeeze

  • AI demand is driving massive new data centre and energy needs that strain existing grids and create winners across generators, batteries and infrastructure.
  • Companies that secure reliable power or build resilient assets will be advantaged.
ADVICE

Schedule Compute To Daylight And Use Batteries

  • Time compute tasks to daylight when solar supply can lower energy costs and exploit negative pricing periods.
  • Consider batteries and generators for data centres to capture reliable capacity and revenue upside.
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