Your portfolio hasn’t felt equal-opportunity lately. Technology shares have taken a hiding offshore, while the Australian share market has been far more resilient and once you count dividends, some investors have barely moved at all. We sit down with financial adviser Remo Greco to unpack what that gap really means for everyday Australians trying to invest through a bear market without getting whiplash from the news cycle.
We talk through why Australia can look like a “lucky country” for investors, how franking credits and dividends change the picture, and why sector mix matters more than most people realise. Remo explains why the UK market did well despite political chaos, and why your day-to-day experience of the economy doesn’t always predict what the share market will do. We also dig into the nuance behind “buy Aussie”: many ASX companies are global businesses, while banks, building materials, and consumer stocks can be far more tied to interest rates and recession risk at home.
Then we open the lines. You’ll hear a plain-English breakdown of short selling, thoughts on buying property in Europe during a downturn, what a US debt ceiling stoush can do to markets, and practical questions about CGT, SMSFs, and paying a tax bill from super versus selling shares. We also cover story stocks like Tesla, the dangers of penny stocks in a tight capital market, AGL’s tricky energy transition, and the red flags to watch for in new investing apps and online banking offers.
If you want clearer thinking about Australian investing, retirement planning, and risk management when markets feel shaky, hit subscribe, share this with a mate, and leave us a review so more people can find the show.