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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US Custody Drives ETF Innovation
- US wealth and ETF ecosystems focus on portability and custody, making model portfolios highly transferable.
- That structural difference explains faster ETF innovation compared with Australia.
Pickleball And Networking Mishap
- Mitchell played pickleball at Capital Group's event and badly grazed himself in a public fall.
- He used the story to illustrate networking moments during the trip.
Fed Cuts But Signals Caution
- The US Fed cut rates but signalled fewer future cuts, creating mixed signals for markets.
- Mitchell and Drew saw this as likely to still permit at least one more cut later in the year.