Australian Investors Podcast · Rask

Is diversification overrated? Why Alphabet wins? Should you invest 100% overseas?

·1 hr·5 clips
Drew Meredith reveals why diversification might be your enemy if you're aggressively trying to build wealth.
Drew Meredith debates whether diversification is overrated for wealth accumulation, arguing concentration within asset classes can be more effective. The hosts analyze mispriced assets like office property and AI stocks, review portfolio bets, and discuss Bitcoin's valuation challenges.

As heard by us

A practical investing chat that keeps bringing portfolio theory back to real trade-offs.

This is a practical case for thinking more carefully about where diversification adds value and where it may only offer comfort. It moves from Australia's market structure to small-cap growth, blue-chip stability, and the urge to write Australia off too quickly.

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Why you'd press play

You want a sharper, plain-English take on how much diversification you actually need.

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