{"podcast":{"title":"Ensombl Advice Australia","slug":"ensombl-advice-australia-445733","podcast_index_feed_id":445733,"rss_url":"https://rss.libsyn.com/shows/94243/destinations/477998.xml","website_url":"https://ensombl.com/","image_url":"https://assets.flightcast.com/workspaces/da2shf3fdgk32ook4sjnlrvz/podcasts/v85ewgy1g6fn0o9hkcwdfbla/rmryxjnrsbwts7tbtjplarbm.png","author":"Ensombl","episode_count":1193,"summary":"Professional network for financial advisers https://ensombl.com/ DISCLAIMER: The Ensombl podcast and all content contained on Ensombl is limited to factual information and does not constitute legal, financial or other professional advice. Ensombl does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, Ensombl recommends obtaining financial advice from a qualified financial adviser.","last_synced_at":"2026-06-17T02:17:08.763822+00:00","page_url":"https://stenobird.com/podcast/ensombl-advice-australia-445733"},"episode":{"title":"Investment Podcast #36 - Rethinking Genuine Diversification","slug":"investment-podcast-36-rethinking-genuine-diversification","published_at":"2026-04-12T12:00:00+00:00","page_url":"https://stenobird.com/podcast/ensombl-advice-australia-445733/investment-podcast-36-rethinking-genuine-diversification","show_page_url":"https://stenobird.com/podcast/ensombl-advice-australia-445733","url":"https://episode.flightcast.com/01KNTADQQJSBQC7373ZE79DBRW.mp3","audio_url":"https://episode.flightcast.com/01KNTADQQJSBQC7373ZE79DBRW.mp3","summary":"Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26040923-30460001 0.25 Regulatory Compliance and Consumer Protection 0.25 Client Care & Practice 0.25 Technical Competence As portfolios become increasingly concentrated beneath the surface, host James Whelan is joined by Eric Marais (Orbis Investments) to challenge what genuine diversification really means. They unpack how passive indices and many active funds are heavily exposed to US mega-cap, tech-driven growth themes, creating hidden risks if leadership shifts. Drawing on history and current valuation extremes, the discussion highlights opportunities beyond the obvious—including mid-caps, healthcare, and international markets—while stressing diversification across style, geography, and currency. With a focus on preparation over prediction, this episode helps advisers build portfolios resilient to a wider range of outcomes. Eric Marais LinkedIn: https://www.linkedin.com/in/eric-marais/ Rethinking Genuine Diversification Whitepaper: https://lnkd.in/emQtYVhe Orbis Investments Disclaimer: https://ensombl.com/orbisdisclaimer/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ Prepare your clients for a new investing dawn. Discover more: https://ensombl.com/go/20260413-2/ General Disclaimer – https://www.ensombl.com/disclaimer/","meta_description":"Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26040923-30460001 0.25 Regulatory Compliance and Consumer Protection 0.25 Client Care & Practice 0.25 Te…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2497,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/ensombl-advice-australia-445733/episodes/investment-podcast-36-rethinking-genuine-diversification/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/ensombl-advice-australia-445733/investment-podcast-36-rethinking-genuine-diversification.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}