Exchanges with John Addis: Fundamentally

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-small To follow Evan click here: LinkedIn: https://www.linkedin.com/in/evan-lucas-44a25316/ Instagram: https://www.instagram.com/evanlucas_/ Website: evanlucas.com.au Chapters 00:00 The State of Fundamental Investing 02:59 The Impact of Passive Investing 05:54 AI's Role in Market Analysis 08:56 The Dot Com Bubble and AI Hype 11:46 Australia's Economic Landscape 14:43 The Future of Australian Companies 17:43 Regulatory Challenges in Capital Markets 20:33 The Role of Superannuation in Investment 23:45 Learning from Investment Mistakes 29:38 A Day in Charge: John Addis' Vision Hosted on Acast. See acast.com/privacy for more information.