Australian Investors Podcast

US junket insights, Santos takeover fallout & ETF strategies

Sep 19, 2025
Mitch shares insights from his recent US trip, featuring breakthroughs in MIT's nanotech and discussions on private equity. The fallout from the Santos takeover reshapes the energy sector, while the US ETF innovation raises eyebrows and offers learning opportunities for Australian investors. Listeners gain practical ETF selection tips, including strategies for combining various funds. Plus, a simple breakdown of capital gains tax that every investor should know enhances the overall conversation. Tune in for more investing wisdom!
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ANECDOTE

Inside The MIT Nanolab Visit

  • Mitchell attended MIT, Harvard and met private equity leaders during a US study tour with Inside Network.
  • He described seeing MIT NanoLab, rolling solar wafers and being charged to use expensive equipment.
INSIGHT

Don't Bet Against US Innovation

  • Mitchell's main takeaway was "don't bet against the US" after seeing frontier tech and strong private sector engagement.
  • He felt US innovation momentum and corporate collaboration remain powerful investment drivers.
ANECDOTE

Lunch With Warburg Pincus CEO

  • Mitchell had lunch with Warburg Pincus and sat next to their CEO, learning their history and worst investments like buying an F1 team.
  • He was impressed by their long-term 18% p.a. performance and down-to-earth leaders.
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