Exchanges with John Addis: Fundamentally

20/08/2025 34 min Temporada 2 Episodio 25
Exchanges with John Addis: Fundamentally

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Episode Synopsis

This week, John Addis joins us to examine the state of fundamental investing in today’s markets and the growing influence of AI in analysis and research.The rise of passive investing, the opportunities (and risks) AI presents, and the historical parallels to the dot-com bubble. John also shares why learning from mistakes is central to building resilience as an investor.At its core, John emphasises the need for a balanced, disciplined approach to investing—and the importance of not letting worry or fear dictate financial decisions.To follow John click here:LinkedIn: https://www.linkedin.com/in/johnaddis/Book: https://majorstreet.com.au/products/how-not-to-lose-1-million-br-i-small-by-john-addis-i-smallTo follow Evan click here:LinkedIn: https://www.linkedin.com/in/evan-lucas-44a25316/Instagram: https://www.instagram.com/evanlucas_/Website: evanlucas.com.auChapters00:00 The State of Fundamental Investing02:59 The Impact of Passive Investing05:54 AI's Role in Market Analysis08:56 The Dot Com Bubble and AI Hype11:46 Australia's Economic Landscape14:43 The Future of Australian Companies17:43 Regulatory Challenges in Capital Markets20:33 The Role of Superannuation in Investment23:45 Learning from Investment Mistakes29:38 A Day in Charge: John Addis' Vision Hosted on Acast. See acast.com/privacy for more information.