Rudi's Views
Always an independent thinker, Rudi has not shied away from making big out-of-consensus predictions that proved accurate later on. When Rio Tinto shares surged above $120 he wrote investors should sell. In mid-2008 he warned investors not to hold on to equities in oil producers. In August 2008 he predicted the largest sell-off in commodities stocks was about to follow. In 2009 he suggested Australian banks were an excellent buy. Between 2011 and 2015 Rudi consistently maintained investors were better off avoiding exposure to commodities and to commodities stocks. Post GFC, he dedicated his research to finding All-Weather Performers. See also "All-Weather Performers" on this website, as well as the Special Reports section.
Rudi's Latest Views
Updates on Model Portfolios, Best Buys, Top Picks, Sector favourites and Conviction Buys
4:08 PM
‘Bubble’ or mostly ‘misunderstood’? The debate about the AI megatrend rages on with plenty of oomph and gusto — globally.
Nov 05 2025
Updates on Model Portfolios, Best Buys, Top Picks, Sector favourites and Conviction Buys
Oct 30 2025
In this week’s Weekly Insights:
-When Anxiety Becomes The New Norm
-Identifying Quality Opportunities
Oct 29 2025
Rudi On TV
-Regular appearances on AusbizTV:
-Twice each month on The Call, noon-1pm
-Thursday, around 11am, talking Brokers Call (bi-weekly)
-Less regular appearances on SwitzerTV
Rudi On Tour In 2024
Online seems the way to go, for the time being.
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