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LATEST REPLAY · THURSDAY 15 OCTOBER 2026

Cash is king while markets shake out

The Nasdaq finally sold off on hot US inflation, resources slipped back under their 200-day average and our satellite portfolio went to 100% cash. Plus your questions on AI ETFs, miners, small caps, cash, Latin America, fees and more.

KEY TAKEAWAYS
  • US shares sold off on high inflation figures; the Nasdaq fell about 4.4% for the week.
  • The market is very narrow: most of the money has been hiding in the Magnificent 7.
  • Our satellite portfolio is now 100% cash; growth-focused diversified core ETFs are holding up well.
  • Historically, markets have often rallied after US midterm elections, so we’re watching for a buying opportunity into November.

Questions answered this week:

  • How do you see the market with the US midterms and the AI outlook?
  • Will today’s drop in AI and resources continue, or is it a bottom?
  • I heard ~30% of US large caps are under their 200-day average. Thoughts?
  • In troubled times, what about defensives like APA, Costco, gold or GARP ETFs?
  • Are ETFs eating the stockbrokers’ lunch?
  • Does AINF look attractive after the drop?
  • Thoughts on SLVM, MNRS, ETPMPM and ACDC?
  • Is ITEK a good long-term hold?
  • Is there an ETF for global miners, including Australia?
  • Thoughts on VAE for Asian exposure?
  • Any small-company ETFs to consider beyond VISM and NJR?
  • Thoughts on a Latin America ETF?
  • Holding cash: leave it in the bank or park it in an ETF like AAA?
  • What’s the ideal ETF portfolio in this market?
  • Any comments on CRYP?
  • How tax-efficient are growth ETFs like IVV and NDQ?
  • What about BNKS for long-term income?
  • Is the MER the full cost of an ETF?
  • What are you holding right now?
  • Are you still investing in your core?
  • What protects investors if an ETF issuer goes broke?
  • Are ASX small-cap materials close to a bounce?
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General advice only, given live at the date shown. Questions are answered generally, without knowing your personal circumstances. ETFs and shares mentioned are not recommendations. Market views change quickly, and past performance is not a reliable indicator of future performance.

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