Want to create an interactive transcript for this episode?
Podcast: Australian Investors Podcast
Episode: Is diversification overrated? Why Alphabet wins? Should you invest 100% overseas?
Description: Here's the uncomfortable truth: The ASX has delivered mediocre returns compared to US markets over the past decade. CBA and CSL - Australia's two biggest companies - are in freefall with a five-day market bloodbath. Banks and miners dominate our index.
Meanwhile, rumours are swirling that Warren Buffett's Berkshire Hathaway has bought into Alphabet (Google). Why? Search dominance. YouTube's advertising empire. Cloud growth. AI infrastructure leadership. Alphabet represents everything the ASX isn't: tech-forward, globally dominant, and diversified across multiple revenue streams.
So the big questions: Is diversification overrated? Should Aussie investors just...