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

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REP 814 Private credit in Australia

Show partner resources

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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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DISCLAIMER:

This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG):

https://www.rask.com.au/fsg

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