Did vibe coding kill Pro Medicus (ASX:PME)? Not so fast...

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
• Ask a question

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❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest

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This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.

If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg

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