

NVIDIA is flying, Drew takes the lead & private investment companies
In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss:
– What the recent market pullback really means – and why it’s not the GFC
– What their $10,000 “fake portfolios” reveal about volatility and investor psychology
– The importance of position sizing and diversification in your investment strategy
– Why Tesla made headlines again – and the Trump effect on sentiment
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Topics covered
– Is this 10% pullback just noise or something more? – Why holding 100% cash can backfire in a diversified strategy – What Drew and Owen learned from their portfolios’ worst performers – Tesla, Trump and sentiment: how much does narrative matter? – Rebalancing, position sizing and building real conviction
Resources for this episode
Ask a question - Select the Investor Podcast – https://bit.ly/R-quest
~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest
📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest
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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