Is Buffett's portfolio falling behind? Plus Magellan, Bluey and the May budget
About this episode
The episode discusses Warren Buffett's investment strategy, Magellan's management changes, and the implications of the May budget on wealth creation.
In this episode of 2-Sense, Owen and Drew ask a big question: is Warren Buffett falling behind in 2026, or is Berkshire Hathaway just investing on a different timetable to everyone else? They unpack Buffett’s huge Apple exposure, Berkshire’s growing cash pile and the broader debate around whether AI is changing the investing playbook or simply changing what investors are paying attention to right now. The conversation then swings back to Australia, with a close look at Magellan’s decision to outsource management of its global equities funds. Owen and Drew explore what the move says about the business, why it matters when a once-dominant fund manager changes course, and what investors should watch from here. They also dive into the May budget chatter, from capital gains tax and negative gearing to new housing incentives and the knock-on effects policy changes can have on wealth creation. There’s more on Bluey’s blockbuster economics, company news from Coles, ANZ and NAB, thoughts on Alphabet, Amazon, Meta and Microsoft, plus a practical buy, hold or sell-style discussion to round things out. Episode resources Speak with the Rask Advice team Ask a question (select the Investors…
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