About this episode
In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss:– AI, vibe coding and whether software moats are at risk– Pro Medicus (ASX:PME) results and the 22% share price fall– ASX at all-time highs amid a $65bn wipeout– Listener questions on ETFs, silver, property, WiseTech and more
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The contradiction is real.
The S&P/ASX 200 hit all-time highs — yet headlines screamed “wipeout” after a 2% plunge wiped nearly $65 billion off the market in a single session. Meanwhile:
AMP tanked 31%
Temple & Webster (ASX:TPW) fell more than 30%
Pro Medicus (ASX:PME) dropped 22% on results day
CSL (ASX:CSL) slid hard after earnings
Banks like ANZ Banking Group (ASX:ANZ) hit fresh highs
We unpack why this feels like two markets at once — and why volatility in individual stocks is rising even while the index looks calm.
What’s happening in markets right now?
Pro Medicus's results
Rask's Reporting Season Webinar #1
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