Australian Investors Podcast AGM season, BHP’s China chill, private credit lessons and cyber security ETFs
In this Australian Investors Podcast episode, your hosts Mitchell and Drew Meredith discuss:
– AGM season watch-list (BHP, Mineral Resources and more)
– BHP’s China headwinds and iron ore implications
– Private credit due diligence and Term Plus Q&A
– Cyber security tailwinds, Asahi’s outage and ETF picks
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Topics Covered
– AGM season preview: what we’re watching across the ASX, plus Mineral Resources governance chatter
– BHP & China: iron ore dynamics when geopolitics meets markets
– AP Eagers’ $1b Canadian deal: expansion risks and frameworks for offshore moves
– Private credit 101: ASIC context, due diligence must-haves, and Term Plus insights with Nehemiah Richardson
– Cyber security risk in real life: Asahi’s Japan outage and why cyber security spend is rising
– HACK vs BUG: how we think about satellite exposure to cyber security
– US government shutdowns: what history says for markets
– Community & portfolios: Rask community highlights, winners/laggards, and a dad joke to finish
Resources for this episode
Ask a question (select the Investors podcast)
REP 814 Private credit in Australia
Show partner resources
Chapters (approximate)
(00:00) Introduction
(02:29) Getting Spotted in Public
(07:25) Finance News
(10:32) BHP ASX:BHP
(15:55) WiseTech ASX:WTC
(16:50) Eagers Automotive ASX:APE
(19:58) Macquarie Group ASX:MQG
(24:31) Returns: Too Good to Be True
(29:53) Southern Cross ASX:SXL & Seven West ASX:SWM
(36:14) Nehemiah Richardson, TermPlus
(36:54) Understanding Private Credit in Australia
(44:58) Misconceptions in Private Credit
(48:11) Due Diligence in Private Credit Investments
(53:05) Asahi Japan Cyber Attack
(55:07) Cyber Security Stocks
(1:00:20) U.S. Government Shutdown
(1:02:57) Fake Portfolios Update
(1:05:48) Drew's Dad Joke
Rask Resources
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