Australian Investors Podcast https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ en All rights reserved The Australian Investors Podcast is a twice weekly podcast (Wednesday & Saturday), featuring laid back but intelligent short- and long-form conversations about markets, business, psychology, lessons learned and investment process. At Rask, our goal is to bring you the best insights, information and proven strategies to help you invest your time and money. SHOW NOTES: https://www.raskmedia.com.au/podcasts/australian-investors-podcast https://megaphone.imgix.net/podcasts/9272aa06-1181-11ed-be4c-83a70e645621/image/889ee56fe534d566ad5aabe4dfc55795.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress Australian Investors Podcast https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ no episodic Australia's top investing podcast. Chosen by Australia's fund managers, analysts, private investors & CEOs. Every Wednesday & Saturday. Rask The Australian Investors Podcast is a twice weekly podcast (Wednesday & Saturday), featuring laid back but intelligent short- and long-form conversations about markets, business, psychology, lessons learned and investment process. At Rask, our goal is to bring you the best insights, information and proven strategies to help you invest your time and money. SHOW NOTES: https://www.raskmedia.com.au/podcasts/australian-investors-podcast The Australian Investors Podcast is a twice weekly podcast (Wednesday & Saturday), featuring laid back but intelligent short- and long-form conversations about markets, business, psychology, lessons learned and investment process. At Rask, our goal is to bring you the best insights, information and proven strategies to help you invest your time and money. SHOW NOTES: https://www.raskmedia.com.au/podcasts/australian-investors-podcast

]]> Rask owen@rask.com.au Nick Sladen on why Cogstate could be one of the ASX's best healthcare stocks https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, Mitch sits down with Nick Sladen for a deep dive into Cogstate and why it may be one of the more compelling ASX healthcare names right now. Alzheimer's and broader central nervous system diseases are becoming more important as populations age, and Nick explains why that matters for Cogstate. The company plays a small but critical role in clinical trials, helping large pharmaceutical groups run cognitive testing with higher accuracy, cleaner data and stronger regulatory confidence. With more than 20 years of accumulated testing data, Cogstate has built an edge that is hard to replicate quickly. Mitch and Nick also unpack the numbers behind the bull case. They discuss strong margins, net cash, a share buyback, dividend flexibility and why AI could improve throughput rather than undermine the business model. The conversation also goes beyond Alzheimer's into rare disease, depression, schizophrenia and sleep trials, plus the role partnerships like Medidata could play in widening the opportunity set. They finish by testing the risks, including pharma spending cycles, execution, competition and the possibility that AI changes parts of the workflow over time. If you want a practical breakdown of a high-quality small-cap healthcare business with structural tailwinds, this episode is well worth your time. Episode resources Speak with the Rask Advice team Ask a question (select the Investors podcast) Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds Visit TermPlus to learn more Have the chance to win a 5k travel voucher. Take the TermPlus survey here (last entry 31st of May) Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 12 May 2026 21:00:00 -0000 Nick Sladen on why Cogstate could be one of the ASX's best healthcare stocks full Rask Nick explains Cogstate's data moat, pharma relationships and why demand for CNS testing could keep compounding. In this Australian Investors Podcast episode, Mitch sits down with Nick Sladen for a deep dive into Cogstate and why it may be one of the more compelling ASX healthcare names right now. Alzheimer's and broader central nervous system diseases are becoming more important as populations age, and Nick explains why that matters for Cogstate. The company plays a small but critical role in clinical trials, helping large pharmaceutical groups run cognitive testing with higher accuracy, cleaner data and stronger regulatory confidence. With more than 20 years of accumulated testing data, Cogstate has built an edge that is hard to replicate quickly. Mitch and Nick also unpack the numbers behind the bull case. They discuss strong margins, net cash, a share buyback, dividend flexibility and why AI could improve throughput rather than undermine the business model. The conversation also goes beyond Alzheimer's into rare disease, depression, schizophrenia and sleep trials, plus the role partnerships like Medidata could play in widening the opportunity set. They finish by testing the risks, including pharma spending cycles, execution, competition and the possibility that AI changes parts of the workflow over time. If you want a practical breakdown of a high-quality small-cap healthcare business with structural tailwinds, this episode is well worth your time. Episode resources Speak with the Rask Advice team Ask a question (select the Investors podcast) Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds Visit TermPlus to learn more Have the chance to win a 5k travel voucher. Take the TermPlus survey here (last entry 31st of May) Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, Mitch sits down with Nick Sladen for a deep dive into Cogstate and why it may be one of the more compelling ASX healthcare names right now.

Alzheimer's and broader central nervous system diseases are becoming more important as populations age, and Nick explains why that matters for Cogstate. The company plays a small but critical role in clinical trials, helping large pharmaceutical groups run cognitive testing with higher accuracy, cleaner data and stronger regulatory confidence. With more than 20 years of accumulated testing data, Cogstate has built an edge that is hard to replicate quickly.

Mitch and Nick also unpack the numbers behind the bull case. They discuss strong margins, net cash, a share buyback, dividend flexibility and why AI could improve throughput rather than undermine the business model. The conversation also goes beyond Alzheimer's into rare disease, depression, schizophrenia and sleep trials, plus the role partnerships like Medidata could play in widening the opportunity set.

They finish by testing the risks, including pharma spending cycles, execution, competition and the possibility that AI changes parts of the workflow over time. If you want a practical breakdown of a high-quality small-cap healthcare business with structural tailwinds, this episode is well worth your time.


Episode resources


Show partner resources


Rask Resources


Follow us on social media:


DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 2009 no Is Buffett's portfolio falling behind? Plus Magellan, Bluey and the May budget https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ 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 podcast) Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds Visit TermPlus to learn more Have the chance to win a 5k travel voucher. Take the TermPlus survey here (last entry 31st of May) Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 08 May 2026 21:00:00 -0000 Is Buffett falling behind? Plus Magellan, Bluey and the May budget full Rask Owen and Drew unpack Berkshire, Magellan’s pivot, Bluey’s missed upside and the latest May budget ideas for investors. 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 podcast) Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds Visit TermPlus to learn more Have the chance to win a 5k travel voucher. Take the TermPlus survey here (last entry 31st of May) Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices 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


Show partner resources


Rask Resources


Follow us on social media:


DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 4364 no Dimensional Fund Advisors: Bhanu Singh on Factor Investing https://www.raskmedia.com.au/?p=132324&preview=true Dimensional Fund Advisors has quietly built one of the most respected investment firms in the world on the back of Nobel Prize-winning academic research. In this episode, Mitchell Sneddon sits down with Bhanu Singh, Australian CEO of Dimensional Fund Advisors and head of the world's largest active ETF manager, to unpack the philosophy, factors and discipline behind the firm. Bhanu walks through the legendary names on Dimensional's board and advisory panel — Eugene Fama, Kenneth French, Robert Merton, Myron Scholes and Merton Miller — and explains how their work on efficient markets, the Fama-French factor model, options pricing and arbitrage shaped modern finance and indexing as we know it. The Topics: - How Dimensional translates academic research into real-world portfolios - The five factors driving expected returns: market beta, size, value, profitability and investment - Why market efficiency doesn't mean passive indexing - How Dimensional trades 95% of equities in-house using its proprietary tick database - Why 80%+ of active managers underperform their benchmarks over the long run - The truth about home bias, yield obsession and concentration risk in Australian portfolios - Why thematic ETFs are often sold, not bought - The cultural reason Dimensional has never closed a fund Resources for this episode Speak with the Rask Advice team Ask a question (select the Investors podcast) Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds Visit TermPlus to learn more Have the chance to win a 5k travel voucher. Take the TermPlus survey here (last entry 31st of May) Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 05 May 2026 21:00:00 -0000 Dimensional Fund Advisors: Bhanu Singh on Factor Investing full Rask Dimensional Fund Advisors CEO Bhanu Singh on Nobel-winning research, the five factors, and evidence-based investing. Dimensional Fund Advisors has quietly built one of the most respected investment firms in the world on the back of Nobel Prize-winning academic research. In this episode, Mitchell Sneddon sits down with Bhanu Singh, Australian CEO of Dimensional Fund Advisors and head of the world's largest active ETF manager, to unpack the philosophy, factors and discipline behind the firm. Bhanu walks through the legendary names on Dimensional's board and advisory panel — Eugene Fama, Kenneth French, Robert Merton, Myron Scholes and Merton Miller — and explains how their work on efficient markets, the Fama-French factor model, options pricing and arbitrage shaped modern finance and indexing as we know it. The Topics: - How Dimensional translates academic research into real-world portfolios - The five factors driving expected returns: market beta, size, value, profitability and investment - Why market efficiency doesn't mean passive indexing - How Dimensional trades 95% of equities in-house using its proprietary tick database - Why 80%+ of active managers underperform their benchmarks over the long run - The truth about home bias, yield obsession and concentration risk in Australian portfolios - Why thematic ETFs are often sold, not bought - The cultural reason Dimensional has never closed a fund Resources for this episode Speak with the Rask Advice team Ask a question (select the Investors podcast) Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds Visit TermPlus to learn more Have the chance to win a 5k travel voucher. Take the TermPlus survey here (last entry 31st of May) Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Dimensional Fund Advisors has quietly built one of the most respected investment firms in the world on the back of Nobel Prize-winning academic research. In this episode, Mitchell Sneddon sits down with Bhanu Singh, Australian CEO of Dimensional Fund Advisors and head of the world's largest active ETF manager, to unpack the philosophy, factors and discipline behind the firm.


Bhanu walks through the legendary names on Dimensional's board and advisory panel — Eugene Fama, Kenneth French, Robert Merton, Myron Scholes and Merton Miller — and explains how their work on efficient markets, the Fama-French factor model, options pricing and arbitrage shaped modern finance and indexing as we know it.


The Topics:

- How Dimensional translates academic research into real-world portfolios

- The five factors driving expected returns: market beta, size, value, profitability and investment

- Why market efficiency doesn't mean passive indexing

- How Dimensional trades 95% of equities in-house using its proprietary tick database

- Why 80%+ of active managers underperform their benchmarks over the long run

- The truth about home bias, yield obsession and concentration risk in Australian portfolios

- Why thematic ETFs are often sold, not bought

- The cultural reason Dimensional has never closed a fund


Resources for this episode

Speak with the Rask Advice team

Ask a question (select the Investors podcast)


Show partner resources

ETF investor? Go beyond ordinary with Global X: View all funds

Visit TermPlus to learn more

Have the chance to win a 5k travel voucher. Take the TermPlus survey here (last entry 31st of May)


Rask Resources

All services

Financial Planning

Invest with us

Access Show Notes

Ask a question

We love feedback!


Follow us on social media:

Instagram: @rask.invest

TikTok: @rask.invest


DISCLAIMER:

This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 3732 no Help! My shares are being shorted! Plus, Tesla, Microsoft and passive income ETFs https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this episode of the Australian Investors Podcast, Owen Rask and Drew Meredith tackle a question that would spook plenty of income investors: what should you do if your shares land on the most shorted list? That opens a broader discussion about dividend traps, earnings risk and whether a big yield is actually a warning sign. The pair also dig into recent results from Tesla, Microsoft, American Express and Lululemon, and what those numbers may be saying about spending, margins, capital investment and market expectations. Topics covered - The most shorted ASX shares and dividend trap risk - Tesla, Microsoft, American Express and Lululemon results - Passive income ETF portfolios and why total return still matters - When high yield becomes a warning sign for investors - Property, CGT and shifting capital into ETFs The back half of the episode turns practical, with Owen and Drew unpacking passive income ETF portfolios, liquidity, and how investors can think about income and diversification when cash rates are no longer near zero. They also tackle the CGT trade-off many Australians face when deciding whether to keep holding property or rotate some capital into ETFs. Resources for this episode Speak with the Rask Advice team Ask a question (select the Investors podcast) Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds Visit TermPlus to learn more Have the chance to win a 5k travel voucher. Take the TermPlus survey here (last entry 31st of May) Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER 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 Pty Ltd 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 Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 01 May 2026 21:00:00 -0000 Help! My shares are being shorted! Plus, Tesla, Microsoft and passive income ETFs full Rask Owen and Drew unpack shorted shares, big tech earnings, passive income portfolios and when high yield becomes a trap. In this episode of the Australian Investors Podcast, Owen Rask and Drew Meredith tackle a question that would spook plenty of income investors: what should you do if your shares land on the most shorted list? That opens a broader discussion about dividend traps, earnings risk and whether a big yield is actually a warning sign. The pair also dig into recent results from Tesla, Microsoft, American Express and Lululemon, and what those numbers may be saying about spending, margins, capital investment and market expectations. Topics covered - The most shorted ASX shares and dividend trap risk - Tesla, Microsoft, American Express and Lululemon results - Passive income ETF portfolios and why total return still matters - When high yield becomes a warning sign for investors - Property, CGT and shifting capital into ETFs The back half of the episode turns practical, with Owen and Drew unpacking passive income ETF portfolios, liquidity, and how investors can think about income and diversification when cash rates are no longer near zero. They also tackle the CGT trade-off many Australians face when deciding whether to keep holding property or rotate some capital into ETFs. Resources for this episode Speak with the Rask Advice team Ask a question (select the Investors podcast) Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds Visit TermPlus to learn more Have the chance to win a 5k travel voucher. Take the TermPlus survey here (last entry 31st of May) Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER 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 Pty Ltd 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 Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of the Australian Investors Podcast, Owen Rask and Drew Meredith tackle a question that would spook plenty of income investors: what should you do if your shares land on the most shorted list?


That opens a broader discussion about dividend traps, earnings risk and whether a big yield is actually a warning sign. The pair also dig into recent results from Tesla, Microsoft, American Express and Lululemon, and what those numbers may be saying about spending, margins, capital investment and market expectations.


Topics covered

- The most shorted ASX shares and dividend trap risk

- Tesla, Microsoft, American Express and Lululemon results

- Passive income ETF portfolios and why total return still matters

- When high yield becomes a warning sign for investors

- Property, CGT and shifting capital into ETFs


The back half of the episode turns practical, with Owen and Drew unpacking passive income ETF portfolios, liquidity, and how investors can think about income and diversification when cash rates are no longer near zero. They also tackle the CGT trade-off many Australians face when deciding whether to keep holding property or rotate some capital into ETFs.


Resources for this episode


Speak with the Rask Advice team

Ask a question (select the Investors podcast)


Show partner resources


ETF investor? Go beyond ordinary with Global X: View all funds

Visit TermPlus to learn more

Have the chance to win a 5k travel voucher. Take the TermPlus survey here (last entry 31st of May)


Rask Resources

All services

Financial Planning

Invest with us

Access Show Notes

Ask a question

We love feedback!


Follow us on social media:


Instagram: @rask.invest

TikTok: @rask.invest


DISCLAIMER

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 Pty Ltd 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

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 2923 no Inside Trump's pick to replace Jerome Powell https://www.raskmedia.com.au/wp-admin/post.php?post=130069&action=edit In May 2026, Jerome Powell's tenure as chair of the US Federal Reserve comes to an end. His replacement is Kevin Warsh — a former Fed governor and Donald Trump's hand-picked choice to lead the world's most powerful central bank. The appointment has been anything but quiet, arriving against a backdrop of sustained political pressure from the Trump administration, public attacks on Powell, and a criminal investigation into cost overruns at the Fed building. But beyond the politics, what does the leadership change actually mean for US monetary policy, for inflation, and critically, for Australian investors and retirees? To break it all down, Mitchell is joined by Kris Bernie, portfolio manager at fixed income specialist Kapstream Capital. Kris is responsible for macroeconomic research, asset allocation, and interest rate and foreign exchange trading — which means he watches the Federal Reserve more closely than most. What you'll learn in this episode - Why the Fed chair matters to Australians — from equity markets and the Aussie dollar to term deposit rates - Who Kevin Warsh is and why Trump picked him - How Warsh's inflation-focused philosophy differs from Powell's dual-mandate approach - The political pressure Warsh is likely to face — and its limits - Why he's still just one vote of twelve on the FOMC - The difficult environment he's inheriting: sticky inflation, a bloated Fed balance sheet, and stagflation risk - What happens to Australia if the US consumer runs out of steam Topics covered - Why the Fed chair matters to Australian investors and retirees - Who is Kevin Warsh, and why did Trump pick him? - How Warsh's philosophy differs from Powell's - Rules-based vs discretionary monetary policy, and what the Taylor Rule actually means - How much influence can Trump realistically exert over the Fed? - The stagflation risk: tariffs, oil prices, and second-round inflation effects - The US consumer: how tapped out are they, really? - Australia's idiosyncratic inflation problem and the RBA outlook - How Kapstream is positioning across credit spread duration and rates duration - Can AI productivity gains actually move the dial on inflation? - Kapstream's listed ASX products, including XCAP Episode Resources Kapstream Website Speak with the Rask Advice team Ask a question (select the Investors podcast) Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds Visit TermPlus to learn more Have the chance to win a 5k travel voucher. Take the TermPlus survey here (last entry 31st of May) Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg KAPTREAM DISCLAIMER: This is general information only and does not take into account your personal objectives, financial situation or needs. Before acting on the information, consider its appropriateness to your circumstances and read the Product Disclosure Statement (PDS) and target market determination (TMD) on our website. Fidante Partners Limited ABN 94 002 835 592 AFSL 234668 is the responsible entity and issuer of interests in the Kapstream Absolute Return Income Fund and the Kapstream Absolute Return Income Active ETF. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 28 Apr 2026 21:00:00 -0000 Inside Trump's Pick to Replace Jerome Powell full Rask Kevin Warsh replaces Jerome Powell as Fed Chair. What does it mean for inflation and interest rates in a shifting global economy. In May 2026, Jerome Powell's tenure as chair of the US Federal Reserve comes to an end. His replacement is Kevin Warsh — a former Fed governor and Donald Trump's hand-picked choice to lead the world's most powerful central bank. The appointment has been anything but quiet, arriving against a backdrop of sustained political pressure from the Trump administration, public attacks on Powell, and a criminal investigation into cost overruns at the Fed building. But beyond the politics, what does the leadership change actually mean for US monetary policy, for inflation, and critically, for Australian investors and retirees? To break it all down, Mitchell is joined by Kris Bernie, portfolio manager at fixed income specialist Kapstream Capital. Kris is responsible for macroeconomic research, asset allocation, and interest rate and foreign exchange trading — which means he watches the Federal Reserve more closely than most. What you'll learn in this episode - Why the Fed chair matters to Australians — from equity markets and the Aussie dollar to term deposit rates - Who Kevin Warsh is and why Trump picked him - How Warsh's inflation-focused philosophy differs from Powell's dual-mandate approach - The political pressure Warsh is likely to face — and its limits - Why he's still just one vote of twelve on the FOMC - The difficult environment he's inheriting: sticky inflation, a bloated Fed balance sheet, and stagflation risk - What happens to Australia if the US consumer runs out of steam Topics covered - Why the Fed chair matters to Australian investors and retirees - Who is Kevin Warsh, and why did Trump pick him? - How Warsh's philosophy differs from Powell's - Rules-based vs discretionary monetary policy, and what the Taylor Rule actually means - How much influence can Trump realistically exert over the Fed? - The stagflation risk: tariffs, oil prices, and second-round inflation effects - The US consumer: how tapped out are they, really? - Australia's idiosyncratic inflation problem and the RBA outlook - How Kapstream is positioning across credit spread duration and rates duration - Can AI productivity gains actually move the dial on inflation? - Kapstream's listed ASX products, including XCAP Episode Resources Kapstream Website Speak with the Rask Advice team Ask a question (select the Investors podcast) Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds Visit TermPlus to learn more Have the chance to win a 5k travel voucher. Take the TermPlus survey here (last entry 31st of May) Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg KAPTREAM DISCLAIMER: This is general information only and does not take into account your personal objectives, financial situation or needs. Before acting on the information, consider its appropriateness to your circumstances and read the Product Disclosure Statement (PDS) and target market determination (TMD) on our website. Fidante Partners Limited ABN 94 002 835 592 AFSL 234668 is the responsible entity and issuer of interests in the Kapstream Absolute Return Income Fund and the Kapstream Absolute Return Income Active ETF. Learn more about your ad choices. Visit megaphone.fm/adchoices In May 2026, Jerome Powell's tenure as chair of the US Federal Reserve comes to an end. His replacement is Kevin Warsh — a former Fed governor and Donald Trump's hand-picked choice to lead the world's most powerful central bank. The appointment has been anything but quiet, arriving against a backdrop of sustained political pressure from the Trump administration, public attacks on Powell, and a criminal investigation into cost overruns at the Fed building.


But beyond the politics, what does the leadership change actually mean for US monetary policy, for inflation, and critically, for Australian investors and retirees?


To break it all down, Mitchell is joined by Kris Bernie, portfolio manager at fixed income specialist Kapstream Capital. Kris is responsible for macroeconomic research, asset allocation, and interest rate and foreign exchange trading — which means he watches the Federal Reserve more closely than most.


What you'll learn in this episode

- Why the Fed chair matters to Australians — from equity markets and the Aussie dollar to term deposit rates

- Who Kevin Warsh is and why Trump picked him

- How Warsh's inflation-focused philosophy differs from Powell's dual-mandate approach

- The political pressure Warsh is likely to face — and its limits

- Why he's still just one vote of twelve on the FOMC

- The difficult environment he's inheriting: sticky inflation, a bloated Fed balance sheet, and stagflation risk

- What happens to Australia if the US consumer runs out of steam


Topics covered

- Why the Fed chair matters to Australian investors and retirees

- Who is Kevin Warsh, and why did Trump pick him?

- How Warsh's philosophy differs from Powell's

- Rules-based vs discretionary monetary policy, and what the Taylor Rule actually means

- How much influence can Trump realistically exert over the Fed?

- The stagflation risk: tariffs, oil prices, and second-round inflation effects

- The US consumer: how tapped out are they, really?

- Australia's idiosyncratic inflation problem and the RBA outlook

- How Kapstream is positioning across credit spread duration and rates duration

- Can AI productivity gains actually move the dial on inflation?

- Kapstream's listed ASX products, including XCAP


Episode Resources

Kapstream Website

Speak with the Rask Advice team

Ask a question (select the Investors podcast)


Show partner resources

ETF investor? Go beyond ordinary with Global X: View all funds

Visit TermPlus to learn more

Have the chance to win a 5k travel voucher. Take the TermPlus survey here (last entry 31st of May)


Rask Resources

All services

Financial Planning

Invest with us

Access Show Notes

Ask a question

We love feedback!


Follow us on social media:

Instagram: @rask.invest

TikTok: @rask.invest


DISCLAIMER:

This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


KAPTREAM DISCLAIMER:

This is general information only and does not take into account your personal objectives, financial situation or needs. Before acting on the information, consider its appropriateness to your circumstances and read the Product Disclosure Statement (PDS) and target market determination (TMD) on our website. Fidante Partners Limited ABN 94 002 835 592 AFSL 234668 is the responsible entity and issuer of interests in the Kapstream Absolute Return Income Fund and the Kapstream Absolute Return Income Active ETF.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1944 no Would Warren Buffett succeed in Australia? Plus the best ASX sectors for the next decade https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this 2 Sense episode of the Australian Investors Podcast, Owen Rask and Drew Meredith move from practical investing questions to the bigger forces shaping portfolios right now. They settle the active ETF vs managed fund debate, run through the latest from Intel, Netflix and JP Morgan, pick the sectors they reckon will shine over the next decade — and ask the big one: could Warren Buffett have pulled it off if he'd grown up in Australia? Topics covered Active ETFs vs managed funds Intel, Netflix and JP Morgan Budget tax chatter and policy risk The best ASX sectors for the next 10 years Would Buffett have succeeded in Australia? Resources for this episode Speak with the Rask Advice team Ask a question (select the Investors podcast) Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds Visit TermPlus to learn more Have the chance to win a 5k travel voucher. Take the TermPlus survey here (last entry 31st of May) Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 24 Apr 2026 21:00:00 -0000 Would Warren Buffett succeed in Australia? Plus the best ASX sectors for the next decade full Rask Drew and Owen unpack sectors, tax changes, Intel’s revival and whether Buffett could have built Berkshire in Australia. In this 2 Sense episode of the Australian Investors Podcast, Owen Rask and Drew Meredith move from practical investing questions to the bigger forces shaping portfolios right now. They settle the active ETF vs managed fund debate, run through the latest from Intel, Netflix and JP Morgan, pick the sectors they reckon will shine over the next decade — and ask the big one: could Warren Buffett have pulled it off if he'd grown up in Australia? Topics covered Active ETFs vs managed funds Intel, Netflix and JP Morgan Budget tax chatter and policy risk The best ASX sectors for the next 10 years Would Buffett have succeeded in Australia? Resources for this episode Speak with the Rask Advice team Ask a question (select the Investors podcast) Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds Visit TermPlus to learn more Have the chance to win a 5k travel voucher. Take the TermPlus survey here (last entry 31st of May) Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this 2 Sense episode of the Australian Investors Podcast, Owen Rask and Drew Meredith move from practical investing questions to the bigger forces shaping portfolios right now. They settle the active ETF vs managed fund debate, run through the latest from Intel, Netflix and JP Morgan, pick the sectors they reckon will shine over the next decade — and ask the big one: could Warren Buffett have pulled it off if he'd grown up in Australia?

Topics covered

  • Active ETFs vs managed funds
  • Intel, Netflix and JP Morgan
  • Budget tax chatter and policy risk
  • The best ASX sectors for the next 10 years
  • Would Buffett have succeeded in Australia?


Resources for this episode

Speak with the Rask Advice team

Ask a question (select the Investors podcast)


Show partner resources

ETF investor? Go beyond ordinary with Global X: View all funds

Visit TermPlus to learn more

Have the chance to win a 5k travel voucher. Take the TermPlus survey here (last entry 31st of May)


Rask Resources

All services

Financial Planning

Invest with us

Access Show Notes

Ask a question

We love feedback!


Follow us on social media:

Instagram: @rask.invest

TikTok: @rask.invest


DISCLAIMER:

This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 3532 no Inside a $350bn super fund: How your money is really invested https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ This episode was originally featured on The Australian Finance Podcast. In this Australian Investors Podcast episode, your host Owen Rask is joined by Brian Parker, Chief Economist of Australian Retirement Trust (ART), to discuss how ART thinks about runway, portfolio construction, private markets and when volatility becomes opportunity. They cover: - What a chief economist actually does and how ART turns research into portfolio action. - How “super money” is different: time horizon, tax wrapper and the power of compounding. - Geopolitics, inflation and how ART assesses signals in a multipolar world. - AI — threat vs opportunity, productivity wins, and policy implications for workers. - Why private assets and inflation-linked income matter in portfolio construction. - What does a Chief Economist do? - How super funds invest differently (decades, not months) - Why market volatility = opportunity - The impact of geopolitics (Ukraine, Middle East, trade tensions) - Inflation vs deflation: what’s really happening - How AI could reshape the global economy - Why diversification is the “only free lunch” - The role of private assets (infrastructure, property, private equity) - Why super funds can access investments you can’t - Real returns: why inflation matters for your future - How to think long-term about your super Resources for this episode Learn more about Australian Retirement Trust ⁠here Ask a question (select the Investors podcast) Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds Speak with the Rask Advice team Ask a question (select the Investors podcast) Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds Visit TermPlus to learn more Have the chance to win a 5k travel voucher. Take the TermPlus survey here (last entry 31st of May) Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 21 Apr 2026 21:00:00 -0000 Inside a $350bn super fund: How your money is really invested full Rask Owen Rask is joined by Brian Parker, Chief Economist of Australian Retirement Trust (ART), to discuss how ART thinks about runway, portfolio construction, private markets and when volatility becomes opportunity. This episode was originally featured on The Australian Finance Podcast. In this Australian Investors Podcast episode, your host Owen Rask is joined by Brian Parker, Chief Economist of Australian Retirement Trust (ART), to discuss how ART thinks about runway, portfolio construction, private markets and when volatility becomes opportunity. They cover: - What a chief economist actually does and how ART turns research into portfolio action. - How “super money” is different: time horizon, tax wrapper and the power of compounding. - Geopolitics, inflation and how ART assesses signals in a multipolar world. - AI — threat vs opportunity, productivity wins, and policy implications for workers. - Why private assets and inflation-linked income matter in portfolio construction. - What does a Chief Economist do? - How super funds invest differently (decades, not months) - Why market volatility = opportunity - The impact of geopolitics (Ukraine, Middle East, trade tensions) - Inflation vs deflation: what’s really happening - How AI could reshape the global economy - Why diversification is the “only free lunch” - The role of private assets (infrastructure, property, private equity) - Why super funds can access investments you can’t - Real returns: why inflation matters for your future - How to think long-term about your super Resources for this episode Learn more about Australian Retirement Trust ⁠here Ask a question (select the Investors podcast) Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds Speak with the Rask Advice team Ask a question (select the Investors podcast) Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds Visit TermPlus to learn more Have the chance to win a 5k travel voucher. Take the TermPlus survey here (last entry 31st of May) Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices This episode was originally featured on The Australian Finance Podcast.


In this Australian Investors Podcast episode, your host Owen Rask is joined by Brian Parker, Chief Economist of Australian Retirement Trust (ART), to discuss how ART thinks about runway, portfolio construction, private markets and when volatility becomes opportunity.


They cover:

- What a chief economist actually does and how ART turns research into portfolio action.

- How “super money” is different: time horizon, tax wrapper and the power of compounding.

- Geopolitics, inflation and how ART assesses signals in a multipolar world.

- AI — threat vs opportunity, productivity wins, and policy implications for workers.

- Why private assets and inflation-linked income matter in portfolio construction.


- What does a Chief Economist do?

- How super funds invest differently (decades, not months)

- Why market volatility = opportunity

- The impact of geopolitics (Ukraine, Middle East, trade tensions)

- Inflation vs deflation: what’s really happening

- How AI could reshape the global economy

- Why diversification is the “only free lunch”

- The role of private assets (infrastructure, property, private equity)

- Why super funds can access investments you can’t

- Real returns: why inflation matters for your future

- How to think long-term about your super


Resources for this episode

Learn more about Australian Retirement Trust ⁠here

Ask a question (select the Investors podcast)


Show partner resources

ETF investor? Go beyond ordinary with Global X: View all funds

Speak with the Rask Advice team

Ask a question (select the Investors podcast)


Show partner resources

ETF investor? Go beyond ordinary with Global X: View all funds

Visit TermPlus to learn more

Have the chance to win a 5k travel voucher. Take the TermPlus survey here (last entry 31st of May)


Rask Resources

All services

Financial Planning

Invest with us

Access Show Notes

Ask a question

We love feedback!


Follow us on social media:

Instagram: @rask.invest

TikTok: @rask.invest


DISCLAIMER:

This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 3355 no 4 of ASX 200's worst stocks https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this episode of Australian Investors Podcast, Drew Meredith and Owen Raszkiewicz name four of the worst ASX 200 stocks from the past five years, Zip Co (ASX: ZIP), Nuix (ASX: NXL), Dubber (ASX: DUB) and EML Payments (ASX: EML), and explain the warning signs investors should have spotted earlier. They also unpack the Nasdaq's 11-session winning streak, Betashares ATEC inflows, the Magellan and Barrenjoey merger, and listener questions on David Gardner, flop stocks and the long-term impact of Australia's ageing population on super. Watch on YouTube AFR: Magellan’s merger with Barrenjoey Australian Investors Podcast on Rask Media Ask a question (select the Investors podcast) Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds Visit TermPlus to learn more DISCLAIMERThis 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 Pty Ltd 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 Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 17 Apr 2026 21:00:00 -0000 4 of ASX 200's worst stocks full Rask Drew and Owen break down four ASX 200 flops, Nasdaq momentum and the Magellan-Barrenjoey deal. In this episode of Australian Investors Podcast, Drew Meredith and Owen Raszkiewicz name four of the worst ASX 200 stocks from the past five years, Zip Co (ASX: ZIP), Nuix (ASX: NXL), Dubber (ASX: DUB) and EML Payments (ASX: EML), and explain the warning signs investors should have spotted earlier. They also unpack the Nasdaq's 11-session winning streak, Betashares ATEC inflows, the Magellan and Barrenjoey merger, and listener questions on David Gardner, flop stocks and the long-term impact of Australia's ageing population on super. Watch on YouTube AFR: Magellan’s merger with Barrenjoey Australian Investors Podcast on Rask Media Ask a question (select the Investors podcast) Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds Visit TermPlus to learn more DISCLAIMERThis 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 Pty Ltd 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 Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of Australian Investors Podcast, Drew Meredith and Owen Raszkiewicz name four of the worst ASX 200 stocks from the past five years, Zip Co (ASX: ZIP), Nuix (ASX: NXL), Dubber (ASX: DUB) and EML Payments (ASX: EML), and explain the warning signs investors should have spotted earlier.

They also unpack the Nasdaq's 11-session winning streak, Betashares ATEC inflows, the Magellan and Barrenjoey merger, and listener questions on David Gardner, flop stocks and the long-term impact of Australia's ageing population on super.

Show partner resources

DISCLAIMER
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 Pty Ltd 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

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 3565 no Why the falling US dollar is igniting a massive emerging market supercycle https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ 2025 was a record-breaking year for Emerging Markets, seeing the largest capital inflows in over a decade. But is this a short-term flight from the US dollar, or the beginning of a structural "EM Supercycle"? In this episode, we sit down with Malcolm Dorson (Senior PM & Head of EM Strategy) and Billy Leung (Equity Research Analyst) from Global X to dissect the two engines of global growth: India and China. We explore why the "uninvestable" tag is fading from China, how India is carving a unique path through its landmark 2026 Free Trade Agreement with Europe, and why a 1% drop in the US dollar could be the most important signal for your portfolio. In this episode we cover: The Great EM Rotation The "February Surge": Breaking down why we just saw the largest inflows into EM in 11 years. Is it "choice" or a "flight from the US"? Early Innings: Exploring Global X’s thesis on whether we are at the start of a multi-year Emerging Market cycle. The 3.1% Rule: The Dollar & EM The Inverse Relationship: Understanding the mechanics of why EM equities historically rise 3.1% for every 1% drop in the US dollar. Currency Risk: How to manage FX volatility when investing in volatile regions. China: From "Uninvestable" to Rebirth The Sentiment Shift: Looking back at the regulatory hurdles of previous years and what has changed to bring institutional capital back to Beijing. AI & Tech: How China’s push for "tech self-reliance" and the rise of local LLMs (like the DeepSeek breakthrough in early 2026) are changing the narrative. India: The World’s New Growth Engine The India-EU FTA: The implications of the "Mother of All Deals" signed in January 2026 and how it positions India as the premier "China Plus One" beneficiary. Demographics vs. Policy: Is India simply where China was 20 years ago, or is the "market-friendly" democratic framework a fundamentally different catalyst? The AI Arms Race - Tailwinds vs. Headwinds: Does India’s services-heavy economy have a natural advantage in AI implementation, or does China’s manufacturing scale give it the edge in hardware? Portfolio Construction & Strategy - Active vs. Passive: Why broad index tracking might be dangerous in EMs and where to apply "quality" filters. - The $100k Challenge: A hypothetical breakdown of how to allocate $100,000 across the EM landscape today. Resources for this episode Ask a question (select the Investors podcast) Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 14 Apr 2026 21:00:00 -0000 Why the falling US dollar is igniting a massive emerging market supercycle full Rask 2025 was a record-breaking year for Emerging Markets, seeing the largest capital inflows in over a decade. But is this a short-term flight from the US dollar, or the beginning of a structural "EM Supercycle"? 2025 was a record-breaking year for Emerging Markets, seeing the largest capital inflows in over a decade. But is this a short-term flight from the US dollar, or the beginning of a structural "EM Supercycle"? In this episode, we sit down with Malcolm Dorson (Senior PM & Head of EM Strategy) and Billy Leung (Equity Research Analyst) from Global X to dissect the two engines of global growth: India and China. We explore why the "uninvestable" tag is fading from China, how India is carving a unique path through its landmark 2026 Free Trade Agreement with Europe, and why a 1% drop in the US dollar could be the most important signal for your portfolio. In this episode we cover: The Great EM Rotation The "February Surge": Breaking down why we just saw the largest inflows into EM in 11 years. Is it "choice" or a "flight from the US"? Early Innings: Exploring Global X’s thesis on whether we are at the start of a multi-year Emerging Market cycle. The 3.1% Rule: The Dollar & EM The Inverse Relationship: Understanding the mechanics of why EM equities historically rise 3.1% for every 1% drop in the US dollar. Currency Risk: How to manage FX volatility when investing in volatile regions. China: From "Uninvestable" to Rebirth The Sentiment Shift: Looking back at the regulatory hurdles of previous years and what has changed to bring institutional capital back to Beijing. AI & Tech: How China’s push for "tech self-reliance" and the rise of local LLMs (like the DeepSeek breakthrough in early 2026) are changing the narrative. India: The World’s New Growth Engine The India-EU FTA: The implications of the "Mother of All Deals" signed in January 2026 and how it positions India as the premier "China Plus One" beneficiary. Demographics vs. Policy: Is India simply where China was 20 years ago, or is the "market-friendly" democratic framework a fundamentally different catalyst? The AI Arms Race - Tailwinds vs. Headwinds: Does India’s services-heavy economy have a natural advantage in AI implementation, or does China’s manufacturing scale give it the edge in hardware? Portfolio Construction & Strategy - Active vs. Passive: Why broad index tracking might be dangerous in EMs and where to apply "quality" filters. - The $100k Challenge: A hypothetical breakdown of how to allocate $100,000 across the EM landscape today. Resources for this episode Ask a question (select the Investors podcast) Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices 2025 was a record-breaking year for Emerging Markets, seeing the largest capital inflows in over a decade. But is this a short-term flight from the US dollar, or the beginning of a structural "EM Supercycle"?


In this episode, we sit down with Malcolm Dorson (Senior PM & Head of EM Strategy) and Billy Leung (Equity Research Analyst) from Global X to dissect the two engines of global growth: India and China. We explore why the "uninvestable" tag is fading from China, how India is carving a unique path through its landmark 2026 Free Trade Agreement with Europe, and why a 1% drop in the US dollar could be the most important signal for your portfolio.


In this episode we cover:


The Great EM Rotation

The "February Surge": Breaking down why we just saw the largest inflows into EM in 11 years. Is it "choice" or a "flight from the US"?


Early Innings: Exploring Global X’s thesis on whether we are at the start of a multi-year Emerging Market cycle.


The 3.1% Rule: The Dollar & EM

The Inverse Relationship: Understanding the mechanics of why EM equities historically rise 3.1% for every 1% drop in the US dollar.


Currency Risk: How to manage FX volatility when investing in volatile regions.


China: From "Uninvestable" to Rebirth

The Sentiment Shift: Looking back at the regulatory hurdles of previous years and what has changed to bring institutional capital back to Beijing.


AI & Tech: How China’s push for "tech self-reliance" and the rise of local LLMs (like the DeepSeek breakthrough in early 2026) are changing the narrative.


India: The World’s New Growth Engine

The India-EU FTA: The implications of the "Mother of All Deals" signed in January 2026 and how it positions India as the premier "China Plus One" beneficiary.


Demographics vs. Policy: Is India simply where China was 20 years ago, or is the "market-friendly" democratic framework a fundamentally different catalyst?


The AI Arms Race

- Tailwinds vs. Headwinds: Does India’s services-heavy economy have a natural advantage in AI implementation, or does China’s manufacturing scale give it the edge in hardware?


Portfolio Construction & Strategy

- Active vs. Passive: Why broad index tracking might be dangerous in EMs and where to apply "quality" filters.

- The $100k Challenge: A hypothetical breakdown of how to allocate $100,000 across the EM landscape today.


Resources for this episode

Ask a question (select the Investors podcast)


Show partner resources

ETF investor? Go beyond ordinary with Global X: View all funds

Visit TermPlus to learn more


Rask Resources

All services

Financial Planning

Invest with us

Access Show Notes

Ask a question

We love feedback!


Follow us on social media:

Instagram: @rask.invest

TikTok: @rask.invest


DISCLAIMER:

This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 2504 no Owen Rask’s most overrated ASX share (and the 1 stock he’d own for 20 years) https://www.raskmedia.com.au/2026/04/11/owen-rasks-most-overrated-asx-share-and-the-1-stock-hed-own-for-20-years/ In this Australian Investors Podcast episode, your hosts Owen Raszkiewicz and Drew Meredith discuss why Owen's most overrated ASX share is CSL Limited (ASX: CSL) and reveal the names of the 1 stock they would own for 20 years. - Owen's most overrated stock: why CSL no longer deserves a super rich valuation on the ASX.-NextDC's $1b hybrid deal: The massive capital raise with Canada's La Caisse and what it means for the data centre giant (ASX: NXT). - Guzman y Gomez (ASX: GYG) rockets: Breaking down the fast food chain's 18.6% surge following a strong Q3 update. - Private credit risks: Lessons from the failure of Infinity Pharmacy and what it means for Wesfarmers and Priceline. - Macro updates: The Iran situation, Strait of Hormuz, and NASA heading back to the moon. Listener Q&A: - Investing without researching (the PDS trap). - A beginner's crash course on 'points' and 'bips' (basis points). -The crazy uncle hypothetical: Where to invest a $250k inheritance in a single ASX stock. -Addressing the Magellan Financial Group Ltd (ASX: MFG) and Barrenjoey deal concerns. Resources: - Rask Financial Planning - Get Owen to invest for you - Ask a question (select the Investors podcast) Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 10 Apr 2026 21:00:00 -0000 Owen Rask’s most overrated ASX share (and the 1 stock he’d own for 20 years) full Rask Owen Rask's most overrated ASX share is CSL Limited (ASX: CSL) and Drew and Owen reveals the names of the 1 ASX stock they would own for 20 years.  In this Australian Investors Podcast episode, your hosts Owen Raszkiewicz and Drew Meredith discuss why Owen's most overrated ASX share is CSL Limited (ASX: CSL) and reveal the names of the 1 stock they would own for 20 years. - Owen's most overrated stock: why CSL no longer deserves a super rich valuation on the ASX.-NextDC's $1b hybrid deal: The massive capital raise with Canada's La Caisse and what it means for the data centre giant (ASX: NXT). - Guzman y Gomez (ASX: GYG) rockets: Breaking down the fast food chain's 18.6% surge following a strong Q3 update. - Private credit risks: Lessons from the failure of Infinity Pharmacy and what it means for Wesfarmers and Priceline. - Macro updates: The Iran situation, Strait of Hormuz, and NASA heading back to the moon. Listener Q&A: - Investing without researching (the PDS trap). - A beginner's crash course on 'points' and 'bips' (basis points). -The crazy uncle hypothetical: Where to invest a $250k inheritance in a single ASX stock. -Addressing the Magellan Financial Group Ltd (ASX: MFG) and Barrenjoey deal concerns. Resources: - Rask Financial Planning - Get Owen to invest for you - Ask a question (select the Investors podcast) Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your hosts Owen Raszkiewicz and Drew Meredith discuss why Owen's most overrated ASX share is CSL Limited (ASX: CSL) and reveal the names of the 1 stock they would own for 20 years.


- Owen's most overrated stock: why CSL no longer deserves a super rich valuation on the ASX.
-NextDC's $1b hybrid deal: The massive capital raise with Canada's La Caisse and what it means for the data centre giant (ASX: NXT).

- Guzman y Gomez (ASX: GYG) rockets: Breaking down the fast food chain's 18.6% surge following a strong Q3 update.

- Private credit risks: Lessons from the failure of Infinity Pharmacy and what it means for Wesfarmers and Priceline.

- Macro updates: The Iran situation, Strait of Hormuz, and NASA heading back to the moon.

Listener Q&A:

- Investing without researching (the PDS trap).

- A beginner's crash course on 'points' and 'bips' (basis points).
-The crazy uncle hypothetical: Where to invest a $250k inheritance in a single ASX stock.
-Addressing the Magellan Financial Group Ltd (ASX: MFG) and Barrenjoey deal concerns.


Resources:
- Rask Financial Planning

- Get Owen to invest for you

- Ask a question (select the Investors podcast)


Show partner resources

ETF investor? Go beyond ordinary with Global X: View all funds

Visit TermPlus to learn more


Rask Resources

All services

Financial Planning

Invest with us

Access Show Notes

Ask a question

We love feedback!


Follow us on social media:

Instagram: @rask.invest

TikTok: @rask.invest


DISCLAIMER:

This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 2823 no A 1000% winner in 3 years, what’s driving Powell Industries’ surge https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ How does a "boring" electrical engineering firm from Texas become one of the best-performing stocks on the NASDAQ? In this episode, we sit down with Tobias Bucks from Ausbil to dissect Powell Industries (NASDAQ: POWL). While the stock's recent vertical climb has caught the market's attention, the reality is that Powell is an overnight success story 79 years in the making. Beyond the stock pitch, Tobias opens up his investment playbook, sharing how his background in anthropology shapes the way he asks questions, uncovers "unrecognised growth," and identifies workplace cultures that the market has failed to imagine. In This Episode, You’ll Learn: The art of the question Tobias explains why "markets are efficient but have no imagination." We start with his unique process for analysing companies, a process Tobias and his co-portfolio manager Simon Wood have honed over decades. – A question about questions: How an academic background in human behavior helps in vetting management culture and asking better questions. – The filter: The specific set of questions Tobias and his team use to find "unrecognised growth." – Beyond the spreadsheet: Why the most important data points often aren't found in a terminal, but in the gap between a company's narrative and its execution. Powell Industries: The 79-Year evolution We trace the history of Powell, founded in 1947, and how its deeply-ingrained culture survived decades of family leadership to meet the modern moment. – The Product: From custom switchgear to complex integrated power solutions. – The Pivot: How their customer base shifted from a heavy reliance on the Texas oil and gas cycle to becoming a mission-critical provider for data centers and the electrical grid. – The Order Book: Why customers are now "falling over themselves" for Powell’s products and what that means for future earnings. The investment case: Growth the market missed Tobias walks us through the lifecycle of the investment: – The Ideation: When did Powell first hit the Ausbil radar, and what were the "must-answer" questions before building a position? – Testing the Narrative: Is Powell just an "AI spend" beneficiary, or is this a structural shift in global infrastructure? – Managing Risk: Discussing the cyclical nature of their industry and how to know when it’s time to exit. – The "Watchlist" Strategy: Under what conditions would Tobias sell out and then re-enter a position? Resources for this episode Ask a question (select the Investors podcast) Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 07 Apr 2026 21:00:00 -0000 A 1000% winner in 3 years what’s driving Powell Industries’ surge full Rask How does a "boring" electrical engineering firm from Texas become one of the best-performing stocks on the NASDAQ? In this episode, we sit down with Tobias Bucks from Ausbil to dissect Powell Industries (NASDAQ: POWL). How does a "boring" electrical engineering firm from Texas become one of the best-performing stocks on the NASDAQ? In this episode, we sit down with Tobias Bucks from Ausbil to dissect Powell Industries (NASDAQ: POWL). While the stock's recent vertical climb has caught the market's attention, the reality is that Powell is an overnight success story 79 years in the making. Beyond the stock pitch, Tobias opens up his investment playbook, sharing how his background in anthropology shapes the way he asks questions, uncovers "unrecognised growth," and identifies workplace cultures that the market has failed to imagine. In This Episode, You’ll Learn: The art of the question Tobias explains why "markets are efficient but have no imagination." We start with his unique process for analysing companies, a process Tobias and his co-portfolio manager Simon Wood have honed over decades. – A question about questions: How an academic background in human behavior helps in vetting management culture and asking better questions. – The filter: The specific set of questions Tobias and his team use to find "unrecognised growth." – Beyond the spreadsheet: Why the most important data points often aren't found in a terminal, but in the gap between a company's narrative and its execution. Powell Industries: The 79-Year evolution We trace the history of Powell, founded in 1947, and how its deeply-ingrained culture survived decades of family leadership to meet the modern moment. – The Product: From custom switchgear to complex integrated power solutions. – The Pivot: How their customer base shifted from a heavy reliance on the Texas oil and gas cycle to becoming a mission-critical provider for data centers and the electrical grid. – The Order Book: Why customers are now "falling over themselves" for Powell’s products and what that means for future earnings. The investment case: Growth the market missed Tobias walks us through the lifecycle of the investment: – The Ideation: When did Powell first hit the Ausbil radar, and what were the "must-answer" questions before building a position? – Testing the Narrative: Is Powell just an "AI spend" beneficiary, or is this a structural shift in global infrastructure? – Managing Risk: Discussing the cyclical nature of their industry and how to know when it’s time to exit. – The "Watchlist" Strategy: Under what conditions would Tobias sell out and then re-enter a position? Resources for this episode Ask a question (select the Investors podcast) Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices How does a "boring" electrical engineering firm from Texas become one of the best-performing stocks on the NASDAQ? In this episode, we sit down with Tobias Bucks from Ausbil to dissect Powell Industries (NASDAQ: POWL). While the stock's recent vertical climb has caught the market's attention, the reality is that Powell is an overnight success story 79 years in the making.


Beyond the stock pitch, Tobias opens up his investment playbook, sharing how his background in anthropology shapes the way he asks questions, uncovers "unrecognised growth," and identifies workplace cultures that the market has failed to imagine.


In This Episode, You’ll Learn:


The art of the question

Tobias explains why "markets are efficient but have no imagination." We start with his unique process for analysing companies, a process Tobias and his co-portfolio manager Simon Wood have honed over decades.


– A question about questions: How an academic background in human behavior helps in vetting management culture and asking better questions.

– The filter: The specific set of questions Tobias and his team use to find "unrecognised growth."

– Beyond the spreadsheet: Why the most important data points often aren't found in a terminal, but in the gap between a company's narrative and its execution.


Powell Industries: The 79-Year evolution


We trace the history of Powell, founded in 1947, and how its deeply-ingrained culture survived decades of family leadership to meet the modern moment.


– The Product: From custom switchgear to complex integrated power solutions.

– The Pivot: How their customer base shifted from a heavy reliance on the Texas oil and gas cycle to becoming a mission-critical provider for data centers and the electrical grid.

– The Order Book: Why customers are now "falling over themselves" for Powell’s products and what that means for future earnings.


The investment case: Growth the market missed


Tobias walks us through the lifecycle of the investment:

– The Ideation: When did Powell first hit the Ausbil radar, and what were the "must-answer" questions before building a position?

– Testing the Narrative: Is Powell just an "AI spend" beneficiary, or is this a structural shift in global infrastructure?

– Managing Risk: Discussing the cyclical nature of their industry and how to know when it’s time to exit.

– The "Watchlist" Strategy: Under what conditions would Tobias sell out and then re-enter a position?


Resources for this episode

Ask a question (select the Investors podcast)


Show partner resources

ETF investor? Go beyond ordinary with Global X: View all funds

Visit TermPlus to learn more


Rask Resources

All services

Financial Planning

Invest with us

Access Show Notes

Ask a question

We love feedback!


Follow us on social media:

Instagram: @rask.invest

TikTok: @rask.invest


DISCLAIMER:

This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 3441 no The biggest risk to SMSFs, and Xero turns to AI https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith are back for 2 Sense. Invest with Owen: https://bit.ly/R-invest Rask financial planning: https://bit.ly/R-plan TOPICS COVERED: – Buying falling stocks vs chasing winners – Designing the perfect ASX ETF – Xero’s AI deal with Anthropic and what it means – CSL, inflation risks, and market concentration concerns Listener Questions Answered 🧾 Investment bonds for kids (The Frugal Farmer) 🏠 SMSF + property advice (Deer in the Headlights) 💰 LICs vs ETFs (AFICionado) Resources for This Episode Learn more about portfolio strategy & investing: – https://www.rask.com.au/rask-invest – https://www.rask.com.au/education – https://www.rask.com.au/investing-guides ~~ Rask Resources ~~ Explore all Rask services – https://bit.ly/R-services Get Financial Planning – https://bit.ly/R-plan Start investing with Rask – https://bit.ly/R-invest Access Show Notes – https://bit.ly/R-notes Ask a question – just select the Investors Podcast – https://bit.ly/R-quest Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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 #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 03 Apr 2026 20:00:00 -0000 The biggest risk to SMSFs, and Xero turns to AI full Rask Are buying or selling? Xero partners with Anthropic, and Owen's turn at an ETF. In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith are back for 2 Sense. Invest with Owen: https://bit.ly/R-invest Rask financial planning: https://bit.ly/R-plan TOPICS COVERED: – Buying falling stocks vs chasing winners – Designing the perfect ASX ETF – Xero’s AI deal with Anthropic and what it means – CSL, inflation risks, and market concentration concerns Listener Questions Answered 🧾 Investment bonds for kids (The Frugal Farmer) 🏠 SMSF + property advice (Deer in the Headlights) 💰 LICs vs ETFs (AFICionado) Resources for This Episode Learn more about portfolio strategy & investing: – https://www.rask.com.au/rask-invest – https://www.rask.com.au/education – https://www.rask.com.au/investing-guides ~~ Rask Resources ~~ Explore all Rask services – https://bit.ly/R-services Get Financial Planning – https://bit.ly/R-plan Start investing with Rask – https://bit.ly/R-invest Access Show Notes – https://bit.ly/R-notes Ask a question – just select the Investors Podcast – https://bit.ly/R-quest Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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 #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith are back for 2 Sense. Invest with Owen: https://bit.ly/R-invest Rask financial planning: https://bit.ly/R-plan

TOPICS COVERED: – Buying falling stocks vs chasing winners – Designing the perfect ASX ETF – Xero’s AI deal with Anthropic and what it means – CSL, inflation risks, and market concentration concerns Listener Questions Answered 🧾 Investment bonds for kids (The Frugal Farmer) 🏠 SMSF + property advice (Deer in the Headlights) 💰 LICs vs ETFs (AFICionado) Resources for This Episode Learn more about portfolio strategy & investing: – https://www.rask.com.au/rask-invest – https://www.rask.com.au/education – https://www.rask.com.au/investing-guides ~~ Rask Resources ~~ Explore all Rask services – https://bit.ly/R-services Get Financial Planning – https://bit.ly/R-plan Start investing with Rask – https://bit.ly/R-invest Access Show Notes – https://bit.ly/R-notes Ask a question – just select the Investors Podcast – https://bit.ly/R-quest Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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 #Investing #Finance #AustralianInvestorsPodcast

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 3502 no Billy Leung's $100,000 ETF portfolio https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Owen Rask and Billy Leung from Global X throw down the challenge to build two themed $100,000 ETF portfolios — one focused on AI infrastructure and the other on value investing — discussing long-term strategy, mistakes, lessons and the future of markets. In this Australian Investors Podcast episode, your hosts discuss:– The one investment Billy held the longest (and what it taught him)– The most expensive mistake we’ve made as investors– Two $100,000 themed ETF portfolios with a 5-year total return goal– AI infrastructure vs value investing — which wins? If you love learning about ETFs, long-term strategy and portfolio construction, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Resources for this episode Ask a question (select the Investors podcast) Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 31 Mar 2026 20:00:00 -0000 Billy Leung's $100,000 ETF portfolio full Rask Owen Rask and Billy Leung from Global X build two themed $100,000 ETF portfolios — one focused on AI infrastructure and the other on value investing — discussing long-term strategy, mistakes, lessons and the future of markets. Owen Rask and Billy Leung from Global X throw down the challenge to build two themed $100,000 ETF portfolios — one focused on AI infrastructure and the other on value investing — discussing long-term strategy, mistakes, lessons and the future of markets. In this Australian Investors Podcast episode, your hosts discuss:– The one investment Billy held the longest (and what it taught him)– The most expensive mistake we’ve made as investors– Two $100,000 themed ETF portfolios with a 5-year total return goal– AI infrastructure vs value investing — which wins? If you love learning about ETFs, long-term strategy and portfolio construction, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Resources for this episode Ask a question (select the Investors podcast) Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Owen Rask and Billy Leung from Global X throw down the challenge to build two themed $100,000 ETF portfolios — one focused on AI infrastructure and the other on value investing — discussing long-term strategy, mistakes, lessons and the future of markets.


In this Australian Investors Podcast episode, your hosts discuss:
– The one investment Billy held the longest (and what it taught him)
– The most expensive mistake we’ve made as investors
– Two $100,000 themed ETF portfolios with a 5-year total return goal
– AI infrastructure vs value investing — which wins?


If you love learning about ETFs, long-term strategy and portfolio construction, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!


Follow us on Instagram and TikTok for more investing insights.


Resources for this episode

Ask a question (select the Investors podcast)

Show partner resources

ETF investor? Go beyond ordinary with Global X: View all funds

Visit TermPlus to learn more


Rask Resources

All services

Financial Planning

Invest with us

Access Show Notes

Ask a question

We love feedback!


Follow us on social media:

Instagram: @rask.invest

TikTok: @rask.invest


DISCLAIMER:

This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 2304 no Oil butterfly effect hits plumbing, ghost resorts & the SpaceX hype train https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this week’s 2 Sense episode, Owen and Mitchell lean into the chaos of the current market. From the geopolitical ripples of the Iran conflict to the surprisingly high cost of plastic piping, they trace the butterfly effect of oil through the ASX. Plus, Owen returns from Vietnam with some eerie travel tales, and the team checks in on the ever-evolving saga of Richard White and WiseTech. Topics covered – The Global Oil Squeeze: With the war in Iran showing no signs of de-escalating, they unpack the unintended consequences. It is not just at the bowser — they look at Reece Ltd (ASX: REH) and how the rising cost of oil-derived materials is forcing a price hike on PVC piping. – EV smugness: While the rest of the country groans at $2.50+ fuel prices, Owen takes a literal victory lap in his Tesla. – SpaceX IPO and to the moon: A rare glimmer of optimism. They discuss what SpaceX actually does, how it makes money, and why its listing could provide investors with the world’s most unique monopoly. – The Falling Knife ETF: The crusade continues. They are still trying to get Drew’s Falling Knife ETF into production, and Marc Jocum from Global X takes them through what needs to happen to get it made. – WiseTech and the $40 floor: Richard White is back in the headlines. With WiseTech (ASX: WTC) shares dipping below the $40 mark, they ask the hard question: will shareholders remain loyal to the founder now that the capital gains have evaporated? – Postcards from Vietnam: Owen shares his recent trip to Vietnam and his observations of the ghost resorts. – Listener questions: Keep them coming! Resources for this episode Ask a question (select the Investors podcast) Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 27 Mar 2026 20:00:00 -0000 Oil butterfly effect hits plumbing, ghost resorts & the SpaceX hype train full Rask Owen and Mitchell lean into the chaos of the current market. From the geopolitical ripples of the Iran conflict to the surprisingly high cost of plastic piping, we’re tracing the "butterfly effect" of oil through the ASX. In this week’s 2 Sense episode, Owen and Mitchell lean into the chaos of the current market. From the geopolitical ripples of the Iran conflict to the surprisingly high cost of plastic piping, they trace the butterfly effect of oil through the ASX. Plus, Owen returns from Vietnam with some eerie travel tales, and the team checks in on the ever-evolving saga of Richard White and WiseTech. Topics covered – The Global Oil Squeeze: With the war in Iran showing no signs of de-escalating, they unpack the unintended consequences. It is not just at the bowser — they look at Reece Ltd (ASX: REH) and how the rising cost of oil-derived materials is forcing a price hike on PVC piping. – EV smugness: While the rest of the country groans at $2.50+ fuel prices, Owen takes a literal victory lap in his Tesla. – SpaceX IPO and to the moon: A rare glimmer of optimism. They discuss what SpaceX actually does, how it makes money, and why its listing could provide investors with the world’s most unique monopoly. – The Falling Knife ETF: The crusade continues. They are still trying to get Drew’s Falling Knife ETF into production, and Marc Jocum from Global X takes them through what needs to happen to get it made. – WiseTech and the $40 floor: Richard White is back in the headlines. With WiseTech (ASX: WTC) shares dipping below the $40 mark, they ask the hard question: will shareholders remain loyal to the founder now that the capital gains have evaporated? – Postcards from Vietnam: Owen shares his recent trip to Vietnam and his observations of the ghost resorts. – Listener questions: Keep them coming! Resources for this episode Ask a question (select the Investors podcast) Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this week’s 2 Sense episode, Owen and Mitchell lean into the chaos of the current market. From the geopolitical ripples of the Iran conflict to the surprisingly high cost of plastic piping, they trace the butterfly effect of oil through the ASX.


Plus, Owen returns from Vietnam with some eerie travel tales, and the team checks in on the ever-evolving saga of Richard White and WiseTech.


Topics covered

– The Global Oil Squeeze: With the war in Iran showing no signs of de-escalating, they unpack the unintended consequences. It is not just at the bowser — they look at Reece Ltd (ASX: REH) and how the rising cost of oil-derived materials is forcing a price hike on PVC piping.

– EV smugness: While the rest of the country groans at $2.50+ fuel prices, Owen takes a literal victory lap in his Tesla.

– SpaceX IPO and to the moon: A rare glimmer of optimism. They discuss what SpaceX actually does, how it makes money, and why its listing could provide investors with the world’s most unique monopoly.

– The Falling Knife ETF: The crusade continues. They are still trying to get Drew’s Falling Knife ETF into production, and Marc Jocum from Global X takes them through what needs to happen to get it made.

– WiseTech and the $40 floor: Richard White is back in the headlines. With WiseTech (ASX: WTC) shares dipping below the $40 mark, they ask the hard question: will shareholders remain loyal to the founder now that the capital gains have evaporated?

– Postcards from Vietnam: Owen shares his recent trip to Vietnam and his observations of the ghost resorts.

– Listener questions: Keep them coming!


Resources for this episode

Ask a question (select the Investors podcast)


Show partner resources

ETF investor? Go beyond ordinary with Global X: View all funds

Visit TermPlus to learn more


Rask Resources

All services

Financial Planning

Invest with us

Access Show Notes

Ask a question

We love feedback!


Follow us on social media:

Instagram: @rask.invest

TikTok: @rask.invest


DISCLAIMER:

This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 3700 no The Decade of Power: Why the Energy Opportunity is Bigger Than AI https://www.raskmedia.com.au/2026/03/25/the-decade-of-power-why-the-energy-opportunity-is-bigger-than-ai/ The market is obsessed with AI as the sole driver of energy demand, but the "Saaspocalypse" of February taught us that picking AI winners is a volatile game. In this episode, Mark Jones from Resolution Capital explains why the real opportunity lies in the "picks and shovels" that power the modern world: Electricity Utilities. We dive into why Resolution Capital has doubled down on utilities (60% of the portfolio), the reality of the US re-shoring trend, and why this is a multi-decade structural shift that remains underappreciated by the broader market. In this episode, we discuss: - Defining a great investment: What separates a "good" asset from a truly "great" infrastructure investment in the current macro environment? - Post-Saaspocalypse lessons: How the February crash in AI-adjacent software reshaped the way Resolution Capital views "AI beneficiaries." - The utility overweight: Why electricity utilities are now more than double the size of the next largest position in the fund. - The energy thesis (beyond AI): AI consumes a massive amount of power, but is that the only reason to own these stocks? We look at the intersection of decarbonisation and digitisation. - The "Re-Shoring" factor: How much of the US energy demand relies on the return of manufacturing, and would a change in the White House administration kill this trend? - Spotting the obvious: When an investment theme looks "too easy," the returns are usually gone. Mark explains what the market is still missing about the demand side. - Managing risk: From regulatory hurdles to the "build-out" risk—can we actually build too much infrastructure? - The Australian angle: Does Mark hold any local names in that 60% power allocation? - Stock in focus: A deep dive into a "great utility" currently held in the portfolio and why it fits the Resolution Capital framework. Resources for this episode Resolution Capital Website Resolution Capital Infrastructure Fund Ask a question (select the Investors podcast) Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 24 Mar 2026 20:00:00 -0000 The Decade of Power: Why the Energy Opportunity is Bigger Than AI full Rask Mark Jones explains why electricity utilities may be the real AI winners, covering energy demand, US re-shoring, risks and top investment ideas. The market is obsessed with AI as the sole driver of energy demand, but the "Saaspocalypse" of February taught us that picking AI winners is a volatile game. In this episode, Mark Jones from Resolution Capital explains why the real opportunity lies in the "picks and shovels" that power the modern world: Electricity Utilities. We dive into why Resolution Capital has doubled down on utilities (60% of the portfolio), the reality of the US re-shoring trend, and why this is a multi-decade structural shift that remains underappreciated by the broader market. In this episode, we discuss: - Defining a great investment: What separates a "good" asset from a truly "great" infrastructure investment in the current macro environment? - Post-Saaspocalypse lessons: How the February crash in AI-adjacent software reshaped the way Resolution Capital views "AI beneficiaries." - The utility overweight: Why electricity utilities are now more than double the size of the next largest position in the fund. - The energy thesis (beyond AI): AI consumes a massive amount of power, but is that the only reason to own these stocks? We look at the intersection of decarbonisation and digitisation. - The "Re-Shoring" factor: How much of the US energy demand relies on the return of manufacturing, and would a change in the White House administration kill this trend? - Spotting the obvious: When an investment theme looks "too easy," the returns are usually gone. Mark explains what the market is still missing about the demand side. - Managing risk: From regulatory hurdles to the "build-out" risk—can we actually build too much infrastructure? - The Australian angle: Does Mark hold any local names in that 60% power allocation? - Stock in focus: A deep dive into a "great utility" currently held in the portfolio and why it fits the Resolution Capital framework. Resources for this episode Resolution Capital Website Resolution Capital Infrastructure Fund Ask a question (select the Investors podcast) Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices The market is obsessed with AI as the sole driver of energy demand, but the "Saaspocalypse" of February taught us that picking AI winners is a volatile game. In this episode, Mark Jones from Resolution Capital explains why the real opportunity lies in the "picks and shovels" that power the modern world: Electricity Utilities. We dive into why Resolution Capital has doubled down on utilities (60% of the portfolio), the reality of the US re-shoring trend, and why this is a multi-decade structural shift that remains underappreciated by the broader market. In this episode, we discuss: - Defining a great investment: What separates a "good" asset from a truly "great" infrastructure investment in the current macro environment? - Post-Saaspocalypse lessons: How the February crash in AI-adjacent software reshaped the way Resolution Capital views "AI beneficiaries." - The utility overweight: Why electricity utilities are now more than double the size of the next largest position in the fund. - The energy thesis (beyond AI): AI consumes a massive amount of power, but is that the only reason to own these stocks? We look at the intersection of decarbonisation and digitisation. - The "Re-Shoring" factor: How much of the US energy demand relies on the return of manufacturing, and would a change in the White House administration kill this trend? - Spotting the obvious: When an investment theme looks "too easy," the returns are usually gone. Mark explains what the market is still missing about the demand side. - Managing risk: From regulatory hurdles to the "build-out" risk—can we actually build too much infrastructure? - The Australian angle: Does Mark hold any local names in that 60% power allocation? - Stock in focus: A deep dive into a "great utility" currently held in the portfolio and why it fits the Resolution Capital framework.

Resources for this episode

Resolution Capital Website Resolution Capital Infrastructure Fund

Ask a question (select the Investors podcast)


Show partner resources

ETF investor? Go beyond ordinary with Global X: View all funds

Visit TermPlus to learn more


Rask Resources

All services

Financial Planning

Invest with us

Access Show Notes

Ask a question

We love feedback!


Follow us on social media:

Instagram: @rask.invest

TikTok: @rask.invest


DISCLAIMER:

This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 2437 no Oil and inflation crisis hits Australia https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, with Owen on holiday in Vietnam, Mitchell Sneddon joins Drew Meredith to discuss: – US–Iran conflict and what it means for oil prices, inflation and markets – L1 Capital’s new gold listed investment company – Hansen Corporation in the news and a look at the billing software providers prospects – What has had a worse effect on markets to date, the Iran war or the SaaSpocalypse? – How is Mitchell almost last in the Stock Genius game? Drew reviews his portfolio or AD8, TAH, EDV, DTEC and more. – Would you invest in defence stocks? We look at the inflows for the major defence ETFs: DTEC, ARMR and DFND – Are you keen to invest in Drew’s falling knife ETF? Expressions of interest open now! If you love learning about investing, markets and portfolio strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Resources for this episode Mitchell’s episode with Navigator Global Investments Mitchell’s episode with Neuren Pharmaceuticals Ask a question (select the Investors podcast) ETF investor? Go beyond ordinary with Global X: View all funds Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 20 Mar 2026 20:00:00 -0000 Oil and inflation crisis hits Australia full Rask Will oil cause inflation in Australia? How will the combination of higher interest rates and higher oil prices running through the economy impact Australians? How much will it cost Drew to drive the Prado to Mallacoota? In this Australian Investors Podcast episode, with Owen on holiday in Vietnam, Mitchell Sneddon joins Drew Meredith to discuss: – US–Iran conflict and what it means for oil prices, inflation and markets – L1 Capital’s new gold listed investment company – Hansen Corporation in the news and a look at the billing software providers prospects – What has had a worse effect on markets to date, the Iran war or the SaaSpocalypse? – How is Mitchell almost last in the Stock Genius game? Drew reviews his portfolio or AD8, TAH, EDV, DTEC and more. – Would you invest in defence stocks? We look at the inflows for the major defence ETFs: DTEC, ARMR and DFND – Are you keen to invest in Drew’s falling knife ETF? Expressions of interest open now! If you love learning about investing, markets and portfolio strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Resources for this episode Mitchell’s episode with Navigator Global Investments Mitchell’s episode with Neuren Pharmaceuticals Ask a question (select the Investors podcast) ETF investor? Go beyond ordinary with Global X: View all funds Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, with Owen on holiday in Vietnam, Mitchell Sneddon joins Drew Meredith to discuss:


– US–Iran conflict and what it means for oil prices, inflation and markets

– L1 Capital’s new gold listed investment company

– Hansen Corporation in the news and a look at the billing software providers prospects

– What has had a worse effect on markets to date, the Iran war or the SaaSpocalypse?

– How is Mitchell almost last in the Stock Genius game? Drew reviews his portfolio or AD8, TAH, EDV, DTEC and more.

– Would you invest in defence stocks? We look at the inflows for the major defence ETFs: DTEC, ARMR and DFND

– Are you keen to invest in Drew’s falling knife ETF? Expressions of interest open now!


If you love learning about investing, markets and portfolio strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

Follow us on Instagram and TikTok for more investing insights.


Resources for this episode

Mitchell’s episode with Navigator Global Investments

Mitchell’s episode with Neuren Pharmaceuticals

Ask a question (select the Investors podcast)

ETF investor? Go beyond ordinary with Global X: View all funds

Visit TermPlus to learn more


Rask Resources

All services

Financial Planning

Invest with us

Access Show Notes

Ask a question

We love feedback!


Follow us on social media:

Instagram: @rask.invest

TikTok: @rask.invest


DISCLAIMER:

This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 3396 no Red flags investors should check before choosing a private credit manager https://www.raskmedia.com.au/2026/03/18/red-flags-investors-should-check-before-choosing-a-private-credit-manager/ Private credit is growing rapidly in Australia. Understanding how managers actually operate may matter more than the yield itself. In this episode of the Australian Investors Podcast, Mitchell sits down with Nicole Kidd, CEO of Corval Avenue, to unpack how investors should evaluate real estate private credit managers. As private credit continues to attract capital with double-digit yields, Nicole explains why the manager is effectively part of the asset — and how weak governance, conflicted incentives, or poor reporting can turn an attractive investment into a multi-year workout. The conversation provides a practical framework investors can use to separate disciplined credit operators from opportunistic deal shops. Together they discuss - The idea that in private credit the manager is part of the asset, with vastly different outcomes possible on identical deals - Weak credit governance as the first major red flag and the role of independent credit committees in serious firms - Short track records and perfect returns as potential signs of cherry-picked performance or untested managers - Misaligned incentives and fee structures that quietly shift returns away from investors - Conflicts across the capital stack when managers operate as lenders, brokers or equity participants - Transparent reporting and honest default disclosure as signals of a disciplined credit operation - Green flags of strong managers, including co-investment, institutional processes and operational depth Resources for this episode Buy Gemma’s book “The Money Reset” Ask a question (select the Finance podcast) Show partner resources Join Pearler using code “RASK” for $15 of Pearler Credit Get 50% off your first two months using PocketSmith View Betashares range of funds Rask resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 17 Mar 2026 20:00:00 -0000 Red flags investors should check before choosing a private credit manager full Rask Learn how to spot private credit manager red flags, assess governance, and perform proper due diligence in real estate private credit funds. Private credit is growing rapidly in Australia. Understanding how managers actually operate may matter more than the yield itself. In this episode of the Australian Investors Podcast, Mitchell sits down with Nicole Kidd, CEO of Corval Avenue, to unpack how investors should evaluate real estate private credit managers. As private credit continues to attract capital with double-digit yields, Nicole explains why the manager is effectively part of the asset — and how weak governance, conflicted incentives, or poor reporting can turn an attractive investment into a multi-year workout. The conversation provides a practical framework investors can use to separate disciplined credit operators from opportunistic deal shops. Together they discuss - The idea that in private credit the manager is part of the asset, with vastly different outcomes possible on identical deals - Weak credit governance as the first major red flag and the role of independent credit committees in serious firms - Short track records and perfect returns as potential signs of cherry-picked performance or untested managers - Misaligned incentives and fee structures that quietly shift returns away from investors - Conflicts across the capital stack when managers operate as lenders, brokers or equity participants - Transparent reporting and honest default disclosure as signals of a disciplined credit operation - Green flags of strong managers, including co-investment, institutional processes and operational depth Resources for this episode Buy Gemma’s book “The Money Reset” Ask a question (select the Finance podcast) Show partner resources Join Pearler using code “RASK” for $15 of Pearler Credit Get 50% off your first two months using PocketSmith View Betashares range of funds Rask resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Private credit is growing rapidly in Australia. Understanding how managers actually operate may matter more than the yield itself. In this episode of the Australian Investors Podcast, Mitchell sits down with Nicole Kidd, CEO of Corval Avenue, to unpack how investors should evaluate real estate private credit managers. As private credit continues to attract capital with double-digit yields, Nicole explains why the manager is effectively part of the asset — and how weak governance, conflicted incentives, or poor reporting can turn an attractive investment into a multi-year workout. The conversation provides a practical framework investors can use to separate disciplined credit operators from opportunistic deal shops. Together they discuss - The idea that in private credit the manager is part of the asset, with vastly different outcomes possible on identical deals - Weak credit governance as the first major red flag and the role of independent credit committees in serious firms - Short track records and perfect returns as potential signs of cherry-picked performance or untested managers - Misaligned incentives and fee structures that quietly shift returns away from investors - Conflicts across the capital stack when managers operate as lenders, brokers or equity participants - Transparent reporting and honest default disclosure as signals of a disciplined credit operation - Green flags of strong managers, including co-investment, institutional processes and operational depth


Resources for this episode

Buy Gemma’s book “The Money Reset”

Ask a question (select the Finance podcast)


Show partner resources

Join Pearler using code “RASK” for $15 of Pearler Credit

Get 50% off your first two months using PocketSmith

View Betashares range of funds


Rask resources

All services

Financial Planning

Invest with us

Access Show Notes

Ask a question

We love feedback!


Follow us on social media

Instagram: @rask.invest

TikTok: @rask.invest


DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 3093 no Retired at 39 and $4m in Super, Japanese ETFs & no franking credits https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: – Why Drew invested in a Melbourne bar – Rising distrust in superannuation – Div 296 and SMSF strategy questions – Retirement bucket strategies and FIRE investing If you love learning about retirement planning and investing strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Why Drew invested in a bar - Beneath Driver Lane Drew explains: – When the opportunity emerged (2018) – The due diligence process – Why having the operator with skin in the game mattered – Surviving COVID – Lessons from inflation and margin pressure – Expansion to Baby Driver Big takeaway: Keep costs low. Avoid debt. Align incentives. Bootstrapping works. Super distrust: what’s going on? A recent survey showed: – 58% of pre-retirees plan to withdraw super in lump sum – One third considering high-risk assets (including crypto) We discuss why disengagement with super leads to poor decisions and why understanding the structure matters more than fear. Listener Question: $4m SMSF and Div 296 A listener who achieved FIRE at 39 asks: – Should they sell down to avoid Div 296 impacts? – Should growth sit outside super and income inside? We explain: – What Div 296 actually does – Why average tax rate matters – Why panic selling rarely helps Bucket Strategy Explained Yoda Best asks about bucket strategies. We break down: 1. Short-term cash bucket (2 years expenses) 2. Medium-term income assets 3. Long-term growth bucket Purpose: Reduce emotional decision-making in retirement. Hypotheticals – If franking credits were abolished overnight – If passive investing was banned – If you could have lunch with any investor (living or dead) Plus: Japanese ETF discussion and CGT property rules. Topics Covered – Private business investing lessons – Super strategy and Div 296 – Retirement income planning – Behavioural investing mistakes Resources for This Episode Super resources: Super Checker Tool Div 296 Webinar Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 13 Mar 2026 20:00:00 -0000 Retired at 39 and $4m in Super, Japanese ETFs & no franking credits full Rask Drew explains why he invested in Beneath Driver Lane, we unpack rising distrust in superannuation, Div 296 strategy questions, bucket retirement strategies and listener hypotheticals. In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: – Why Drew invested in a Melbourne bar – Rising distrust in superannuation – Div 296 and SMSF strategy questions – Retirement bucket strategies and FIRE investing If you love learning about retirement planning and investing strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Why Drew invested in a bar - Beneath Driver Lane Drew explains: – When the opportunity emerged (2018) – The due diligence process – Why having the operator with skin in the game mattered – Surviving COVID – Lessons from inflation and margin pressure – Expansion to Baby Driver Big takeaway: Keep costs low. Avoid debt. Align incentives. Bootstrapping works. Super distrust: what’s going on? A recent survey showed: – 58% of pre-retirees plan to withdraw super in lump sum – One third considering high-risk assets (including crypto) We discuss why disengagement with super leads to poor decisions and why understanding the structure matters more than fear. Listener Question: $4m SMSF and Div 296 A listener who achieved FIRE at 39 asks: – Should they sell down to avoid Div 296 impacts? – Should growth sit outside super and income inside? We explain: – What Div 296 actually does – Why average tax rate matters – Why panic selling rarely helps Bucket Strategy Explained Yoda Best asks about bucket strategies. We break down: 1. Short-term cash bucket (2 years expenses) 2. Medium-term income assets 3. Long-term growth bucket Purpose: Reduce emotional decision-making in retirement. Hypotheticals – If franking credits were abolished overnight – If passive investing was banned – If you could have lunch with any investor (living or dead) Plus: Japanese ETF discussion and CGT property rules. Topics Covered – Private business investing lessons – Super strategy and Div 296 – Retirement income planning – Behavioural investing mistakes Resources for This Episode Super resources: Super Checker Tool Div 296 Webinar Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss:

– Why Drew invested in a Melbourne bar

– Rising distrust in superannuation

– Div 296 and SMSF strategy questions

– Retirement bucket strategies and FIRE investing


If you love learning about retirement planning and investing strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!


Follow us on Instagram and TikTok for more investing insights.


Why Drew invested in a bar - Beneath Driver Lane

Drew explains:

– When the opportunity emerged (2018)

– The due diligence process

– Why having the operator with skin in the game mattered

– Surviving COVID

– Lessons from inflation and margin pressure

– Expansion to Baby Driver


Big takeaway:

Keep costs low. Avoid debt. Align incentives. Bootstrapping works.

Super distrust: what’s going on?


A recent survey showed:

– 58% of pre-retirees plan to withdraw super in lump sum

– One third considering high-risk assets (including crypto)


We discuss why disengagement with super leads to poor decisions and why understanding the structure matters more than fear.


Listener Question: $4m SMSF and Div 296


A listener who achieved FIRE at 39 asks:

– Should they sell down to avoid Div 296 impacts?

– Should growth sit outside super and income inside?


We explain:

– What Div 296 actually does

– Why average tax rate matters

– Why panic selling rarely helps


Bucket Strategy Explained

Yoda Best asks about bucket strategies.

We break down:

1. Short-term cash bucket (2 years expenses)

2. Medium-term income assets

3. Long-term growth bucket


Purpose:

Reduce emotional decision-making in retirement.


Hypotheticals

– If franking credits were abolished overnight

– If passive investing was banned

– If you could have lunch with any investor (living or dead)


Plus: Japanese ETF discussion and CGT property rules.


Topics Covered

– Private business investing lessons

– Super strategy and Div 296

– Retirement income planning

– Behavioural investing mistakes


Resources for This Episode

Super resources:

Super Checker Tool

Div 296 Webinar

Ask a question (select the Investors podcast)

Visit TermPlus to learn more


Rask Resources

All services

Financial Planning

Invest with us

Access Show Notes

Ask a question

We love feedback!


Follow us on social media:

Instagram: @rask.invest

TikTok: @rask.invest


DISCLAIMER:

This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 2867 no How booking.com built a travel empire (and why Google can’t kill it yet) https://www.raskmedia.com.au/2026/03/10/how-booking-com-…cant-kill-it-yet/ In this Booking Holdings Ltd deep dive, we sit down with Alan Pullen from Magellan Investment Partners to analyse the evolution of a travel giant. From its origins as Priceline.com during the dot-com era to its transformative acquisition of Booking.com, we explore how the company’s shift from an agency model to a merchant model has reshaped its financial profile. We break down the "Connected Trip" strategy and examine how the integration of brands like Agoda and OpenTable creates a powerful network effect that continues to dominate the fragmented European and global hotel markets. As investors look for long-term value, this analysis scrutinises the Booking Holdings moat in the face of rising competition. We address the critical question: Is Google or AI a legitimate threat to their market share, or will these technologies serve as enhancers for their data-driven ecosystem? Whether you are looking at management alignment, loyalty program efficacy, or the investment case for BKNG stock, this episode provides a comprehensive look at the risks and opportunities within the current economic environment. Alan Pullen is the co-portfolio manager for the Magellan Global Opportunities Fund (ASX:OPPT). Talking Points: - William Shatner’s regret: Being paid in Priceline stock - What hotel reservations used to look like and what happened to Wotif? - The start of Booking Holdings’ life as Priceline in 1997 - Priceline lists on the Nasdaq in 1999, just before the dot-com crash - How did Priceline fare during the dot-com crash? - Surviving the crash and acquiring a small Dutch business called Booking.com - Booking.com’s original agency business model vs. the merchant model - How the agency model accelerated Booking’s success and disrupted incumbents - Booking’s network effect and the fragmented European hotel market - How has Booking.com competed in markets outside of Europe? - Booking’s acquisition of brands like Agoda and OpenTable - Booking’s business model today: The merchant model overtakes the agency model - Does Booking benefit from the "float" provided by the merchant model? - Understanding the “Connected Trip” and why the app is vital to Booking Holdings - OpenTable and Booking’s move into "Experiences" - The power of Booking Holdings’ data - How important is the Booking Holdings loyalty programme? - What is Booking Holdings’ moat? - What do hotels pay to Booking? - Booking Holdings’ competitors and business risks - Is Google a threat to Booking Holdings? - Is AI a threat or an enhancer for Booking Holdings? - Management quality: Are incentives aligned with shareholders? - Macro risks: How exposed is Booking Holdings to economic volatility? - The investment case for Booking Holdings - Key questions investors should ask when reading Booking Holdings reports - How important is US growth for Booking Holdings? - When is the right time to buy Booking Holdings? Resources for this episode Ask a question (select the Investors podcast) Visit TermPlus to learn more OPPT ~~ Rask Resources ~~ Explore all Rask services – https://bit.ly/R-services Get Financial Planning – https://bit.ly/R-plan Start investing with Rask – https://bit.ly/R-invest Access Show Notes – https://bit.ly/R-notes Ask a question – just select the Investors Podcast – https://bit.ly/R-quest Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 11 Mar 2026 04:00:00 -0000 How booking.com built a travel empire (and why Google can’t kill it yet) full Rask In this Booking Holdings Ltd deep dive, we sit down with Alan Pullen from Magellan Investment Partners to analyse the evolution of a travel giant. In this Booking Holdings Ltd deep dive, we sit down with Alan Pullen from Magellan Investment Partners to analyse the evolution of a travel giant. From its origins as Priceline.com during the dot-com era to its transformative acquisition of Booking.com, we explore how the company’s shift from an agency model to a merchant model has reshaped its financial profile. We break down the "Connected Trip" strategy and examine how the integration of brands like Agoda and OpenTable creates a powerful network effect that continues to dominate the fragmented European and global hotel markets. As investors look for long-term value, this analysis scrutinises the Booking Holdings moat in the face of rising competition. We address the critical question: Is Google or AI a legitimate threat to their market share, or will these technologies serve as enhancers for their data-driven ecosystem? Whether you are looking at management alignment, loyalty program efficacy, or the investment case for BKNG stock, this episode provides a comprehensive look at the risks and opportunities within the current economic environment. Alan Pullen is the co-portfolio manager for the Magellan Global Opportunities Fund (ASX:OPPT). Talking Points: - William Shatner’s regret: Being paid in Priceline stock - What hotel reservations used to look like and what happened to Wotif? - The start of Booking Holdings’ life as Priceline in 1997 - Priceline lists on the Nasdaq in 1999, just before the dot-com crash - How did Priceline fare during the dot-com crash? - Surviving the crash and acquiring a small Dutch business called Booking.com - Booking.com’s original agency business model vs. the merchant model - How the agency model accelerated Booking’s success and disrupted incumbents - Booking’s network effect and the fragmented European hotel market - How has Booking.com competed in markets outside of Europe? - Booking’s acquisition of brands like Agoda and OpenTable - Booking’s business model today: The merchant model overtakes the agency model - Does Booking benefit from the "float" provided by the merchant model? - Understanding the “Connected Trip” and why the app is vital to Booking Holdings - OpenTable and Booking’s move into "Experiences" - The power of Booking Holdings’ data - How important is the Booking Holdings loyalty programme? - What is Booking Holdings’ moat? - What do hotels pay to Booking? - Booking Holdings’ competitors and business risks - Is Google a threat to Booking Holdings? - Is AI a threat or an enhancer for Booking Holdings? - Management quality: Are incentives aligned with shareholders? - Macro risks: How exposed is Booking Holdings to economic volatility? - The investment case for Booking Holdings - Key questions investors should ask when reading Booking Holdings reports - How important is US growth for Booking Holdings? - When is the right time to buy Booking Holdings? Resources for this episode Ask a question (select the Investors podcast) Visit TermPlus to learn more OPPT ~~ Rask Resources ~~ Explore all Rask services – https://bit.ly/R-services Get Financial Planning – https://bit.ly/R-plan Start investing with Rask – https://bit.ly/R-invest Access Show Notes – https://bit.ly/R-notes Ask a question – just select the Investors Podcast – https://bit.ly/R-quest Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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 Learn more about your ad choices. Visit megaphone.fm/adchoices In this Booking Holdings Ltd deep dive, we sit down with Alan Pullen from Magellan Investment Partners to analyse the evolution of a travel giant. From its origins as Priceline.com during the dot-com era to its transformative acquisition of Booking.com, we explore how the company’s shift from an agency model to a merchant model has reshaped its financial profile. We break down the "Connected Trip" strategy and examine how the integration of brands like Agoda and OpenTable creates a powerful network effect that continues to dominate the fragmented European and global hotel markets. As investors look for long-term value, this analysis scrutinises the Booking Holdings moat in the face of rising competition. We address the critical question: Is Google or AI a legitimate threat to their market share, or will these technologies serve as enhancers for their data-driven ecosystem? Whether you are looking at management alignment, loyalty program efficacy, or the investment case for BKNG stock, this episode provides a comprehensive look at the risks and opportunities within the current economic environment. Alan Pullen is the co-portfolio manager for the Magellan Global Opportunities Fund (ASX:OPPT). Talking Points: - William Shatner’s regret: Being paid in Priceline stock - What hotel reservations used to look like and what happened to Wotif? - The start of Booking Holdings’ life as Priceline in 1997 - Priceline lists on the Nasdaq in 1999, just before the dot-com crash - How did Priceline fare during the dot-com crash? - Surviving the crash and acquiring a small Dutch business called Booking.com - Booking.com’s original agency business model vs. the merchant model - How the agency model accelerated Booking’s success and disrupted incumbents - Booking’s network effect and the fragmented European hotel market - How has Booking.com competed in markets outside of Europe? - Booking’s acquisition of brands like Agoda and OpenTable - Booking’s business model today: The merchant model overtakes the agency model - Does Booking benefit from the "float" provided by the merchant model? - Understanding the “Connected Trip” and why the app is vital to Booking Holdings - OpenTable and Booking’s move into "Experiences" - The power of Booking Holdings’ data - How important is the Booking Holdings loyalty programme? - What is Booking Holdings’ moat? - What do hotels pay to Booking? - Booking Holdings’ competitors and business risks - Is Google a threat to Booking Holdings? - Is AI a threat or an enhancer for Booking Holdings? - Management quality: Are incentives aligned with shareholders? - Macro risks: How exposed is Booking Holdings to economic volatility? - The investment case for Booking Holdings - Key questions investors should ask when reading Booking Holdings reports - How important is US growth for Booking Holdings? - When is the right time to buy Booking Holdings? Resources for this episode

Ask a question (select the Investors podcast)

Visit TermPlus to learn more

OPPT ~~ Rask Resources ~~ Explore all Rask services – https://bit.ly/R-services Get Financial Planning – https://bit.ly/R-plan Start investing with Rask – https://bit.ly/R-invest Access Show Notes – https://bit.ly/R-notes Ask a question – just select the Investors Podcast – https://bit.ly/R-quest Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 3300 no What if ETFs didn't exist? Plus, top 3 highlights from the ASX https://www.raskmedia.com.au/2026/03/05/what-if-etfs-did…hts-from-the-asx/ In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: – US–Iran conflict and what it means for oil prices, inflation and markets – Magellan’s merger with Barrenjoey and what it means for investors – Netflix stepping away from the Warner Bros deal – Reporting season highlights: Block, Woolworths, Apple, NAB and more If you love learning about investing, markets and portfolio strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Resources for this episode Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 06 Mar 2026 20:00:00 -0000 What if ETFs didn't exist? Plus, top 3 highlights from the ASX full Rask Oil surges after US–Iran tensions escalate, Magellan merges with Barrenjoey, Netflix walks away from a mega deal, and we break down reporting season highlights from Block, Woolworths, Apple and more. In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: – US–Iran conflict and what it means for oil prices, inflation and markets – Magellan’s merger with Barrenjoey and what it means for investors – Netflix stepping away from the Warner Bros deal – Reporting season highlights: Block, Woolworths, Apple, NAB and more If you love learning about investing, markets and portfolio strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Resources for this episode Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss:

– US–Iran conflict and what it means for oil prices, inflation and markets

– Magellan’s merger with Barrenjoey and what it means for investors

– Netflix stepping away from the Warner Bros deal

– Reporting season highlights: Block, Woolworths, Apple, NAB and more

If you love learning about investing, markets and portfolio strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

Follow us on Instagram and TikTok for more investing insights.


Resources for this episode

Ask a question (select the Investors podcast)

Visit TermPlus to learn more


Rask Resources

All services

Financial Planning

Invest with us

Access Show Notes

Ask a question

We love feedback!


Follow us on social media:

Instagram: @rask.invest

TikTok: @rask.invest


DISCLAIMER:

This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 3960 no ASX micro caps with big potential | Luke Winchester (Merewether Capital) https://www.raskmedia.com.au/2026/03/04/5-asx-micro-cap-stocks-luke-winchester-is-watching-right-now/ In this Australian Investors Podcast episode, your host Owen Rask is joined by Luke Winchester, founder of Merewether Capital, to discuss: – How Luke filters 2,000+ ASX stocks down to a high-conviction watchlist – What makes a quality micro cap in today’s market cycle – Five ASX micro caps Luke is watching (and in some cases owning) – Why process, patience and position sizing matter in small caps If you love learning about micro cap investing, ASX small caps and long-term compounding, subscribe to the Australian Investors Podcast on Apple , Spotify, or YouTube ! Follow us on Instagram and TikTok for more investing insights. Topics Covered Luke explains how he narrows 2,300+ ASX stocks to a focused universe of ~100, then to a concentrated portfolio. He discusses avoiding mining explorers, pre-revenue biotechs and heavily loss-making businesses, and why genuine cash flow and scalability matter. – What part of the market cycle are we in? The conversation covers interest rates, volatility and why micro caps can offer opportunity when information is scarce and sentiment is weak. Luke’s 5 ASX micro cap stocks to watch: LaserBond (ASX: LBL) – Industrial laser cladding technology extending machinery life. – High-margin IP and ESG tailwinds – Recent margin recovery after a capex investment phase – Key metric: gross margin recovery and utilisation XRF Scientific (ASX: XRF) – Analytical lab equipment and consumables for mining. – High-margin consumables business (strong profit-before-tax margins) – Exposure to mining activity without being purely exploration-driven – Key metric: consumables profit growth, not just revenue Austco Healthcare (ASX: AHC) – Nurse call and healthcare workflow technology. – Transition from low-tier products to higher-value integrated systems – Turnaround story driven by management execution – Key metric: backlog conversion and recurring revenue growth Change Financial (ASX: CCA) – Payments infrastructure and card issuing platform. – Platform-style economics with operating leverage – Inflection point in profitability – Key metric: revenue growth and scale across its fixed cost base Kip McGrath Education (ASX: KME) – Tutoring franchise with education tech upgrades. – Turnaround after US expansion missteps – Strong free cash flow as capex moderates – Key metric: franchise network growth and cash generation – Which stock is most misunderstood? – Luke highlights LaserBond as a business where short-term margin pressure obscured long-term value. – Final reflections on process and discipline – Why separating business performance from share price volatility is essential in micro cap investing. Resources for This Episode – Merewether Capital website – Episode 1/2 with Luke Winchester – Subscribe to Luke’s free monthly updates via Merewether Capital Rask Resources - Explore all Rask services - Get Financial Planning - Start investing with Rask - Access Show Notes - Ask a question – just select the Investors Podcast Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 03 Mar 2026 20:00:00 -0000 ASX micro caps with big potential | Luke Winchester (Merewether Capital) full Rask ASX micro cap investing: Luke Winchester’s process, five stocks to watch, and how to find quality small caps. In this Australian Investors Podcast episode, your host Owen Rask is joined by Luke Winchester, founder of Merewether Capital, to discuss: – How Luke filters 2,000+ ASX stocks down to a high-conviction watchlist – What makes a quality micro cap in today’s market cycle – Five ASX micro caps Luke is watching (and in some cases owning) – Why process, patience and position sizing matter in small caps If you love learning about micro cap investing, ASX small caps and long-term compounding, subscribe to the Australian Investors Podcast on Apple , Spotify, or YouTube ! Follow us on Instagram and TikTok for more investing insights. Topics Covered Luke explains how he narrows 2,300+ ASX stocks to a focused universe of ~100, then to a concentrated portfolio. He discusses avoiding mining explorers, pre-revenue biotechs and heavily loss-making businesses, and why genuine cash flow and scalability matter. – What part of the market cycle are we in? The conversation covers interest rates, volatility and why micro caps can offer opportunity when information is scarce and sentiment is weak. Luke’s 5 ASX micro cap stocks to watch: LaserBond (ASX: LBL) – Industrial laser cladding technology extending machinery life. – High-margin IP and ESG tailwinds – Recent margin recovery after a capex investment phase – Key metric: gross margin recovery and utilisation XRF Scientific (ASX: XRF) – Analytical lab equipment and consumables for mining. – High-margin consumables business (strong profit-before-tax margins) – Exposure to mining activity without being purely exploration-driven – Key metric: consumables profit growth, not just revenue Austco Healthcare (ASX: AHC) – Nurse call and healthcare workflow technology. – Transition from low-tier products to higher-value integrated systems – Turnaround story driven by management execution – Key metric: backlog conversion and recurring revenue growth Change Financial (ASX: CCA) – Payments infrastructure and card issuing platform. – Platform-style economics with operating leverage – Inflection point in profitability – Key metric: revenue growth and scale across its fixed cost base Kip McGrath Education (ASX: KME) – Tutoring franchise with education tech upgrades. – Turnaround after US expansion missteps – Strong free cash flow as capex moderates – Key metric: franchise network growth and cash generation – Which stock is most misunderstood? – Luke highlights LaserBond as a business where short-term margin pressure obscured long-term value. – Final reflections on process and discipline – Why separating business performance from share price volatility is essential in micro cap investing. Resources for This Episode – Merewether Capital website – Episode 1/2 with Luke Winchester – Subscribe to Luke’s free monthly updates via Merewether Capital Rask Resources - Explore all Rask services - Get Financial Planning - Start investing with Rask - Access Show Notes - Ask a question – just select the Investors Podcast Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Rask is joined by Luke Winchester, founder of Merewether Capital, to discuss: – How Luke filters 2,000+ ASX stocks down to a high-conviction watchlist – What makes a quality micro cap in today’s market cycle – Five ASX micro caps Luke is watching (and in some cases owning) – Why process, patience and position sizing matter in small caps If you love learning about micro cap investing, ASX small caps and long-term compounding, subscribe to the Australian Investors Podcast on Apple , Spotify, or YouTube ! Follow us on Instagram and TikTok for more investing insights. Topics Covered Luke explains how he narrows 2,300+ ASX stocks to a focused universe of ~100, then to a concentrated portfolio. He discusses avoiding mining explorers, pre-revenue biotechs and heavily loss-making businesses, and why genuine cash flow and scalability matter. – What part of the market cycle are we in? The conversation covers interest rates, volatility and why micro caps can offer opportunity when information is scarce and sentiment is weak. Luke’s 5 ASX micro cap stocks to watch:


LaserBond (ASX: LBL)

– Industrial laser cladding technology extending machinery life. – High-margin IP and ESG tailwinds – Recent margin recovery after a capex investment phase – Key metric: gross margin recovery and utilisation XRF Scientific (ASX: XRF) – Analytical lab equipment and consumables for mining. – High-margin consumables business (strong profit-before-tax margins) – Exposure to mining activity without being purely exploration-driven – Key metric: consumables profit growth, not just revenue Austco Healthcare (ASX: AHC) – Nurse call and healthcare workflow technology. – Transition from low-tier products to higher-value integrated systems – Turnaround story driven by management execution – Key metric: backlog conversion and recurring revenue growth Change Financial (ASX: CCA) – Payments infrastructure and card issuing platform. – Platform-style economics with operating leverage – Inflection point in profitability – Key metric: revenue growth and scale across its fixed cost base Kip McGrath Education (ASX: KME) – Tutoring franchise with education tech upgrades. – Turnaround after US expansion missteps – Strong free cash flow as capex moderates – Key metric: franchise network growth and cash generation – Which stock is most misunderstood? – Luke highlights LaserBond as a business where short-term margin pressure obscured long-term value. – Final reflections on process and discipline – Why separating business performance from share price volatility is essential in micro cap investing. Resources for This Episode

– Merewether Capital website – Episode 1/2 with Luke Winchester – Subscribe to Luke’s free monthly updates via Merewether Capital Rask Resources

- Explore all Rask services

- Get Financial Planning

- Start investing with Rask

- Access Show Notes

- Ask a question – just select the Investors Podcast


Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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.

#Investing #Finance #AustralianInvestorsPodcast

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 3793 no ASX results: WiseTech soars, NVIDIA surges & WOW’s best day in 30 years https://www.raskmedia.com.au/2026/02/28/wisetech-soars-n…-day-in-30-years/ In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: – NVIDIA’s 73% revenue growth and what it means for Aussie investors – Why the ASX rally may be dangerously narrow – WiseTech cutting 2,000 jobs and what AI means for software – Major ASX results: Woolworths, Domino’s, ARB, Accent & more If you love learning about long-term investing, markets and business analysis, subscribe to the Australian Investors Podcast on Apple , Spotify , or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – NVIDIA earnings & AI disruption – ASX reporting season recap – Narrow market breadth warning – Rate hike probabilities – Portfolio hedging strategies – Career pathways in finance – Commercial property vs index investing – Big investing “what if” scenarios Resources for this episode Buy Gemma’s book “The Money Reset” Ask a question (select the Finance podcast) Show partner resources Join Pearler using code “RASK” for $15 of Pearler Credit Get 50% off your first two months using PocketSmith View Betashares range of funds Rask resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 27 Feb 2026 20:00:00 -0000 ASX results: WiseTech soars, NVIDIA surges & WOW’s best day in 30 years full Rask ASX reporting season recap on The Australian Investors Podcast with NVIDIA’s explosive earnings, narrowing market breadth, AI disruption, rate hike risks, and listener questions on currency hedging, career paths in finance, and managing inherited commercial property. In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: – NVIDIA’s 73% revenue growth and what it means for Aussie investors – Why the ASX rally may be dangerously narrow – WiseTech cutting 2,000 jobs and what AI means for software – Major ASX results: Woolworths, Domino’s, ARB, Accent & more If you love learning about long-term investing, markets and business analysis, subscribe to the Australian Investors Podcast on Apple , Spotify , or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – NVIDIA earnings & AI disruption – ASX reporting season recap – Narrow market breadth warning – Rate hike probabilities – Portfolio hedging strategies – Career pathways in finance – Commercial property vs index investing – Big investing “what if” scenarios Resources for this episode Buy Gemma’s book “The Money Reset” Ask a question (select the Finance podcast) Show partner resources Join Pearler using code “RASK” for $15 of Pearler Credit Get 50% off your first two months using PocketSmith View Betashares range of funds Rask resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: – NVIDIA’s 73% revenue growth and what it means for Aussie investors – Why the ASX rally may be dangerously narrow – WiseTech cutting 2,000 jobs and what AI means for software – Major ASX results: Woolworths, Domino’s, ARB, Accent & more If you love learning about long-term investing, markets and business analysis, subscribe to the Australian Investors Podcast on Apple , Spotify , or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – NVIDIA earnings & AI disruption – ASX reporting season recap – Narrow market breadth warning – Rate hike probabilities – Portfolio hedging strategies – Career pathways in finance – Commercial property vs index investing – Big investing “what if” scenarios


Resources for this episode

Buy Gemma’s book “The Money Reset”

Ask a question (select the Finance podcast)


Show partner resources

Join Pearler using code “RASK” for $15 of Pearler Credit

Get 50% off your first two months using PocketSmith

View Betashares range of funds


Rask resources

All services

Financial Planning

Invest with us

Access Show Notes

Ask a question

We love feedback!


Follow us on social media:

Instagram: @rask.invest

TikTok: @rask.invest


DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 3740 no BHP flies to record high, while JBH, CGF & TWE report https://www.raskmedia.com.au/2026/02/19/bhp-hits-record-high-challengers-annuity-surge-and-ai-job-disruption/ In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: – Reporting season highlights: BHP, Challenger, Treasury Wine Estates and JB Hi-Fi – BHP’s record high and the copper narrative – AI disruption and personal financial resilience – Listener questions: VDHG + alternatives, CGT transfer to partner, gearing in super If you love learning about investing, reporting season and portfolio strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered: – Reporting season: BHP, Challenger, Treasury Wine Estates, JB Hi-Fi – Why BHP’s copper pivot is front and centre – The ASX “two-speed” feel: banks/resources up, pockets in between struggling – AI disruption and the case for financial resilience – The 2026 stock market game leaderboard update – Hypotheticals: only greater than $10b vs less than $1b market caps; $1m to invest with no US exposure – Listener Q&A: VDHG + alternatives, transferring ETFs for tax, gearing in super Episode Resources: Learn more about: reporting season, portfolio strategy and super – Rask community – Ask a question (select Australian Investors Podcast) Rask resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 20 Feb 2026 20:00:00 -0000 BHP flies to record high, while JBH, CGF & TWE report full Rask Owen and Drew cover ASX reporting season highlights (BHP, Challenger, Treasury Wine Estates, JB Hi-Fi), the 2026 stock market game leaderboard, AI disruption and practical listener questions on VDHG, transferring ETFs for tax, and gearing inside super. In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: – Reporting season highlights: BHP, Challenger, Treasury Wine Estates and JB Hi-Fi – BHP’s record high and the copper narrative – AI disruption and personal financial resilience – Listener questions: VDHG + alternatives, CGT transfer to partner, gearing in super If you love learning about investing, reporting season and portfolio strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered: – Reporting season: BHP, Challenger, Treasury Wine Estates, JB Hi-Fi – Why BHP’s copper pivot is front and centre – The ASX “two-speed” feel: banks/resources up, pockets in between struggling – AI disruption and the case for financial resilience – The 2026 stock market game leaderboard update – Hypotheticals: only greater than $10b vs less than $1b market caps; $1m to invest with no US exposure – Listener Q&A: VDHG + alternatives, transferring ETFs for tax, gearing in super Episode Resources: Learn more about: reporting season, portfolio strategy and super – Rask community – Ask a question (select Australian Investors Podcast) Rask resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss:

– Reporting season highlights: BHP, Challenger, Treasury Wine Estates and JB Hi-Fi

– BHP’s record high and the copper narrative

– AI disruption and personal financial resilience

– Listener questions: VDHG + alternatives, CGT transfer to partner, gearing in super

If you love learning about investing, reporting season and portfolio strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

Follow us on Instagram and TikTok for more investing insights.


Topics Covered:

– Reporting season: BHP, Challenger, Treasury Wine Estates, JB Hi-Fi

– Why BHP’s copper pivot is front and centre

– The ASX “two-speed” feel: banks/resources up, pockets in between struggling

– AI disruption and the case for financial resilience

– The 2026 stock market game leaderboard update

– Hypotheticals: only greater than $10b vs less than $1b market caps; $1m to invest with no US exposure

– Listener Q&A: VDHG + alternatives, transferring ETFs for tax, gearing in super


Episode Resources:

Learn more about: reporting season, portfolio strategy and super

– Rask community

– Ask a question (select Australian Investors Podcast)


Rask resources

All services

Financial Planning

Invest with us

Access Show Notes

Ask a question

We love feedback!


Follow us on social media:

Instagram: @rask.invest

TikTok: @rask.invest


DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg



Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 2975 no It almost broke... now it's doing $45 million | Taylor McPhail, scaling McPhails furniture https://www.raskmedia.com.au/2026/02/18/mcphails-45-mill…ure-sales-taylor/ In this Australian Investors Podcast episode, your host Owen Raszkiewicz sits down with Taylor McPhail, CEO and owner of McPhail’s Furniture, to unpack: – How McPhail’s went from $22m to $45m revenue – The painful dip that nearly broke the business – Why moving to Shopify unlocked explosive growth – The $45m, 100-acre logistics expansion in regional Victoria Taylor first joined Owen on-site in Wangaratta when the business was riding high at $22 million in revenue. Since then, McPhail’s dipped below $20m, rebuilt its structure, hired a new GM, doubled down on systems — and is now tracking towards $45 million in annual sales. This is a raw, tactical breakdown of what it actually takes to scale a regional retail business nationally — without VC money. If you love learning about business growth, capital allocation and scaling Australian companies, subscribe to the Australian Investors Podcast on Apple, Spotify or YouTube. Follow us on Instagram and TikTok for more investing insights. Topics Covered – Rapid growth and the $22m → $45m jump What actually changed between 2022 and today. – The burnout phase Why growth stalled, what broke internally, and how structure fixed it. – Shopify and 80% online sales How the move unlocked inventory control, cash flow visibility and marketing scale. – $59 nationwide delivery & two-week guarantee How McPhail’s beat industry norms of 2–5 month wait times. – Custom rail containers to Perth Solving logistics as a competitive moat. – Zero debt in operations, 70% LVR on property Taylor’s split risk philosophy. – $30m total debt explained Why he’s comfortable — and how he stress-tests interest rates. – The 100-acre expansion Why doubling down in Wangaratta makes more sense than decentralising. – Capital allocation decisions If given $5m today — trucks, property or inventory? – Founder lessons Overpaying staff early. Why structure beats hustle. The one boring thing that wins every time. Resources for This Episode Learn more about McPhail’s: – https://mcphails.com.au/ Watch Episode 1 (original on-site interview): – https://www.youtube.com/watch?v=cpvpqoqPZLU ~~ Rask Resources ~~ Explore all Rask services – https://bit.ly/R-services Get Financial Planning – https://bit.ly/R-plan Start investing with Rask – https://bit.ly/R-invest Access Show Notes – https://bit.ly/R-notes Ask a question – just select the Investors Podcast – https://bit.ly/R-quest Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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 #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 18 Feb 2026 04:30:00 -0000 It almost broke... now it's doing $45 million | Taylor McPhail, scaling McPhails furniture full Rask Taylor McPhail returns to break down how McPhail’s went from $22m to a projected $45m in revenue, rebuilt after a tough downturn, moved 80% online, guaranteed two-week national delivery, and backed it all with a bold property and logistics strategy. In this Australian Investors Podcast episode, your host Owen Raszkiewicz sits down with Taylor McPhail, CEO and owner of McPhail’s Furniture, to unpack: – How McPhail’s went from $22m to $45m revenue – The painful dip that nearly broke the business – Why moving to Shopify unlocked explosive growth – The $45m, 100-acre logistics expansion in regional Victoria Taylor first joined Owen on-site in Wangaratta when the business was riding high at $22 million in revenue. Since then, McPhail’s dipped below $20m, rebuilt its structure, hired a new GM, doubled down on systems — and is now tracking towards $45 million in annual sales. This is a raw, tactical breakdown of what it actually takes to scale a regional retail business nationally — without VC money. If you love learning about business growth, capital allocation and scaling Australian companies, subscribe to the Australian Investors Podcast on Apple, Spotify or YouTube. Follow us on Instagram and TikTok for more investing insights. Topics Covered – Rapid growth and the $22m → $45m jump What actually changed between 2022 and today. – The burnout phase Why growth stalled, what broke internally, and how structure fixed it. – Shopify and 80% online sales How the move unlocked inventory control, cash flow visibility and marketing scale. – $59 nationwide delivery & two-week guarantee How McPhail’s beat industry norms of 2–5 month wait times. – Custom rail containers to Perth Solving logistics as a competitive moat. – Zero debt in operations, 70% LVR on property Taylor’s split risk philosophy. – $30m total debt explained Why he’s comfortable — and how he stress-tests interest rates. – The 100-acre expansion Why doubling down in Wangaratta makes more sense than decentralising. – Capital allocation decisions If given $5m today — trucks, property or inventory? – Founder lessons Overpaying staff early. Why structure beats hustle. The one boring thing that wins every time. Resources for This Episode Learn more about McPhail’s: – https://mcphails.com.au/ Watch Episode 1 (original on-site interview): – https://www.youtube.com/watch?v=cpvpqoqPZLU ~~ Rask Resources ~~ Explore all Rask services – https://bit.ly/R-services Get Financial Planning – https://bit.ly/R-plan Start investing with Rask – https://bit.ly/R-invest Access Show Notes – https://bit.ly/R-notes Ask a question – just select the Investors Podcast – https://bit.ly/R-quest Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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 #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Raszkiewicz sits down with Taylor McPhail, CEO and owner of McPhail’s Furniture, to unpack: – How McPhail’s went from $22m to $45m revenue – The painful dip that nearly broke the business – Why moving to Shopify unlocked explosive growth – The $45m, 100-acre logistics expansion in regional Victoria Taylor first joined Owen on-site in Wangaratta when the business was riding high at $22 million in revenue. Since then, McPhail’s dipped below $20m, rebuilt its structure, hired a new GM, doubled down on systems — and is now tracking towards $45 million in annual sales. This is a raw, tactical breakdown of what it actually takes to scale a regional retail business nationally — without VC money. If you love learning about business growth, capital allocation and scaling Australian companies, subscribe to the Australian Investors Podcast on Apple, Spotify or YouTube. Follow us on Instagram and TikTok for more investing insights. Topics Covered – Rapid growth and the $22m → $45m jump What actually changed between 2022 and today. – The burnout phase Why growth stalled, what broke internally, and how structure fixed it. – Shopify and 80% online sales How the move unlocked inventory control, cash flow visibility and marketing scale. – $59 nationwide delivery & two-week guarantee How McPhail’s beat industry norms of 2–5 month wait times. – Custom rail containers to Perth Solving logistics as a competitive moat. – Zero debt in operations, 70% LVR on property Taylor’s split risk philosophy. – $30m total debt explained Why he’s comfortable — and how he stress-tests interest rates. – The 100-acre expansion Why doubling down in Wangaratta makes more sense than decentralising. – Capital allocation decisions If given $5m today — trucks, property or inventory? – Founder lessons Overpaying staff early. Why structure beats hustle. The one boring thing that wins every time. Resources for This Episode Learn more about McPhail’s: – https://mcphails.com.au/ Watch Episode 1 (original on-site interview): – https://www.youtube.com/watch?v=cpvpqoqPZLU ~~ Rask Resources ~~ Explore all Rask services – https://bit.ly/R-services Get Financial Planning – https://bit.ly/R-plan Start investing with Rask – https://bit.ly/R-invest Access Show Notes – https://bit.ly/R-notes Ask a question – just select the Investors Podcast – https://bit.ly/R-quest Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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 #Investing #Finance #AustralianInvestorsPodcast

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]]> 3669 no Did vibe coding kill Pro Medicus (ASX:PME)? Not so fast... https://www.raskmedia.com.au/2026/02/14/did-vibe-coding-…xpme-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 If you love learning about investing, ETFs and Australian shares, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. 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 Rask Resources 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest 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 #Investing #Finance #AustralianInvestorsPodcast DISCLAIMER Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 13 Feb 2026 20:00:00 -0000 Did vibe coding kill Pro Medicus (ASX:PME)? Not so fast... full Rask Pro Medicus (ASX:PME) drops 22% despite strong results. We unpack AI, vibe coding, ASX volatility and smart portfolio moves in this Australian Investors Podcast 2 Sense episode. 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 If you love learning about investing, ETFs and Australian shares, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. 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 Rask Resources 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest 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 #Investing #Finance #AustralianInvestorsPodcast DISCLAIMER Learn more about your ad choices. Visit megaphone.fm/adchoices 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

If you love learning about investing, ETFs and Australian shares, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

Follow us on Instagram and TikTok for more investing insights.

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:

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?


Rask Resources
🔗 Explore all Rask services – https://bit.ly/R-services
📋 Get Financial Planning – https://bit.ly/R-plan
📈 Start investing with Rask – https://bit.ly/R-invest
📜 Access Show Notes – https://bit.ly/R-notes
❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest

📲 Follow us on social media:
– Instagram: @rask.invest
– TikTok: @rask.invest

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

#Investing #Finance #AustralianInvestorsPodcast

DISCLAIMER

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 3678 yes Raiz Invest Ltd (ASX:RZI) - growth, unit economics & Aussie FinTech https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your hosts Owen Rask (and team) sit down with Brendan Malone, CEO and Managing Director of Raiz Invest Ltd (ASX: RZI), for a strategic, no-nonsense discussion on how a scaled consumer fintech actually operates. Together, they unpack: – Raiz’s true business model and unit economics – Why engagement and FUM matter more than headline customer growth – Product strategy across Invest, Kids, Plus and Super – AI, advice and compliance realities (not hype) – Capital allocation, moats and leadership under ASX pressure If you love learning about fintech, investing platforms and business fundamentals, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram (rask.invest) and TikTok (rask.invest) for more investing insights. This is a sponsored episode of The Australian Investors Podcast, as Raiz is a long-term educational partner of Rask. Topics Covered with Brendan from Raiz: – Raiz’s origin story and early strategic trade-offs – How Raiz actually makes money today – Unit economics: ARPU, LTV, CAC and operating leverage – Why Plus, Kids and Super are growing faster than core Invest – Public vs private: the realities of being ASX-listed – AI coaching vs advice and where the red lines sit – Moats, competitive threats and capital allocation discipline – What long-term investors should really watch Resources for This Episode – Raiz Invest investor centre and ASX disclosures: https://investorhub.raizinvest.com.au/ – Raiz product suite: portfolios, Super, Kids and Plus: https://raizinvest.com.au/ ~~ Rask Resources ~~ Explore all Rask services – https://bit.ly/R-services Get Financial Planning – https://bit.ly/R-plan Start investing with Rask – https://bit.ly/R-invest Access Show Notes – https://bit.ly/R-notes Ask a question – just select the Investors Podcast – https://bit.ly/R-quest Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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 whether 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 #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 11 Feb 2026 04:30:00 -0000 Raiz Invest Ltd (ASX:RZI) - growth, unit economics & Aussie FinTech full Rask 10 years of growth, scaling fintech, AI in finance, capital allocation & lessons learned growing to 300,000+ investors. In this Australian Investors Podcast episode, your hosts Owen Rask (and team) sit down with Brendan Malone, CEO and Managing Director of Raiz Invest Ltd (ASX: RZI), for a strategic, no-nonsense discussion on how a scaled consumer fintech actually operates. Together, they unpack: – Raiz’s true business model and unit economics – Why engagement and FUM matter more than headline customer growth – Product strategy across Invest, Kids, Plus and Super – AI, advice and compliance realities (not hype) – Capital allocation, moats and leadership under ASX pressure If you love learning about fintech, investing platforms and business fundamentals, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram (rask.invest) and TikTok (rask.invest) for more investing insights. This is a sponsored episode of The Australian Investors Podcast, as Raiz is a long-term educational partner of Rask. Topics Covered with Brendan from Raiz: – Raiz’s origin story and early strategic trade-offs – How Raiz actually makes money today – Unit economics: ARPU, LTV, CAC and operating leverage – Why Plus, Kids and Super are growing faster than core Invest – Public vs private: the realities of being ASX-listed – AI coaching vs advice and where the red lines sit – Moats, competitive threats and capital allocation discipline – What long-term investors should really watch Resources for This Episode – Raiz Invest investor centre and ASX disclosures: https://investorhub.raizinvest.com.au/ – Raiz product suite: portfolios, Super, Kids and Plus: https://raizinvest.com.au/ ~~ Rask Resources ~~ Explore all Rask services – https://bit.ly/R-services Get Financial Planning – https://bit.ly/R-plan Start investing with Rask – https://bit.ly/R-invest Access Show Notes – https://bit.ly/R-notes Ask a question – just select the Investors Podcast – https://bit.ly/R-quest Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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 whether 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 #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your hosts Owen Rask (and team) sit down with Brendan Malone, CEO and Managing Director of Raiz Invest Ltd (ASX: RZI), for a strategic, no-nonsense discussion on how a scaled consumer fintech actually operates. Together, they unpack: – Raiz’s true business model and unit economics – Why engagement and FUM matter more than headline customer growth – Product strategy across Invest, Kids, Plus and Super – AI, advice and compliance realities (not hype) – Capital allocation, moats and leadership under ASX pressure If you love learning about fintech, investing platforms and business fundamentals, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram (rask.invest) and TikTok (rask.invest) for more investing insights.


This is a sponsored episode of The Australian Investors Podcast, as Raiz is a long-term educational partner of Rask. Topics Covered with Brendan from Raiz: – Raiz’s origin story and early strategic trade-offs – How Raiz actually makes money today – Unit economics: ARPU, LTV, CAC and operating leverage – Why Plus, Kids and Super are growing faster than core Invest – Public vs private: the realities of being ASX-listed – AI coaching vs advice and where the red lines sit – Moats, competitive threats and capital allocation discipline – What long-term investors should really watch Resources for This Episode – Raiz Invest investor centre and ASX disclosures: https://investorhub.raizinvest.com.au/ – Raiz product suite: portfolios, Super, Kids and Plus: https://raizinvest.com.au/ ~~ Rask Resources ~~ Explore all Rask services – https://bit.ly/R-services Get Financial Planning – https://bit.ly/R-plan Start investing with Rask – https://bit.ly/R-invest Access Show Notes – https://bit.ly/R-notes Ask a question – just select the Investors Podcast – https://bit.ly/R-quest Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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 whether 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 #Investing #Finance #AustralianInvestorsPodcast

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 3461 no Luke Winchester: Prepare for ASX Reporting Season like a pro https://www.raskmedia.com.au/2026/02/09/asx-reporting-season-a-pros-guide-for-winning/ In this Australian Investors Podcast episode, your host Owen Rask is joined by Luke Winchester, founder of Merewether Capital, to break down how a professional investor approaches ASX reporting season. Together, they discuss: – How reporting season differs from the rest of the year – Luke’s preparation process and decision-making framework – The idea that one key metric often drives a stock in the short to medium term – Small and micro-cap companies Luke is watching this season If you love learning about long-term investing and company analysis, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Luke shares how he applies his framework to real ASX examples, including: – CleanSpace Technologies (ASX:CSX) – where revenue growth is the key metric driving the investment case – Racing and Sports Technology (ASX:RTH) – with a focus on incremental margins and operating leverage Luke explains what would make him re-rate these businesses after earnings, and how reporting season can prompt position sizing decisions. Learn more about Mereweather:Merewether Capital monthly investor updates: https://www.merewethercapital.com.au/ ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 09 Feb 2026 04:15:00 -0000 Luke Winchester: Prepare for ASX Reporting Season like a pro full Rask A practical, behind-the-scenes look at how a professional micro-cap investor prepares for and navigates reporting season, including key metrics to watch, common traps to avoid, and real ASX examples. In this Australian Investors Podcast episode, your host Owen Rask is joined by Luke Winchester, founder of Merewether Capital, to break down how a professional investor approaches ASX reporting season. Together, they discuss: – How reporting season differs from the rest of the year – Luke’s preparation process and decision-making framework – The idea that one key metric often drives a stock in the short to medium term – Small and micro-cap companies Luke is watching this season If you love learning about long-term investing and company analysis, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Luke shares how he applies his framework to real ASX examples, including: – CleanSpace Technologies (ASX:CSX) – where revenue growth is the key metric driving the investment case – Racing and Sports Technology (ASX:RTH) – with a focus on incremental margins and operating leverage Luke explains what would make him re-rate these businesses after earnings, and how reporting season can prompt position sizing decisions. Learn more about Mereweather:Merewether Capital monthly investor updates: https://www.merewethercapital.com.au/ ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Rask is joined by Luke Winchester, founder of Merewether Capital, to break down how a professional investor approaches ASX reporting season.

Together, they discuss:
– How reporting season differs from the rest of the year – Luke’s preparation process and decision-making framework – The idea that one key metric often drives a stock in the short to medium term – Small and micro-cap companies Luke is watching this season

If you love learning about long-term investing and company analysis, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

Follow us on Instagram and TikTok for more investing insights.

Luke shares how he applies his framework to real ASX examples, including:

– CleanSpace Technologies (ASX:CSX) – where revenue growth is the key metric driving the investment case – Racing and Sports Technology (ASX:RTH) – with a focus on incremental margins and operating leverage

Luke explains what would make him re-rate these businesses after earnings, and how reporting season can prompt position sizing decisions.

Learn more about Mereweather:
Merewether Capital monthly investor updates:

https://www.merewethercapital.com.au/


~~ Rask Resources ~~
🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest


📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest

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.

#Investing #Finance #AustralianInvestorsPodcast

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 2032 no Big Tech earnings: Winners & losers, silver's 26% crash & Drew's falling knives https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Silver just crashed 26% in THREE DAYS - from $170 to $126. Gold plummeted from $7,800 to $6,700 in a matter of days. Just last week everyone was asking Drew about adding silver to portfolios. This is why you don't chase hot thematics! In this Australian Investors Podcast episode, Owen Rask and Drew Meredith dissect Big Tech earnings that shocked Wall Street: Microsoft (MSFT) down 11% - Azure cloud revenue up 38% but growth slowing. Capital expenditures hit $37.5 billion (up 66%), exceeding estimates. The kicker? Net income boosted by $1.02/share from OpenAI investment, with a massive $250 billion OpenAI deal accounting for 45% of Microsoft's $625 billion backlog. Meta (META) up 11% - Beat expectations with Q4 sales of $59.9 billion. Planning unprecedented AI spending: $115-135 billion capex in 2026 (up 87% from 2025's $72 billion). First AI tool not yet released! Tesla (TSLA) - Capex more than DOUBLE last year's outlay and almost twice Wall Street expectations. Discontinuing Model S and Model X to make room for Optimus humanoid robots. Acquired preferred shares in xAI. Apple (AAPL) record quarter - Revenue jumped 16% to $143.8 billion driven by iPhone 17 demand. China revenue up 38% to $25.5 billion. Services hit $30 billion (up 14%). Owen and Drew launch their 2026 Navexa portfolio challenge, with Owen offering to get a TATTOO if 1,000 people beat his returns. Drew reveals his "falling knives plus data centre portfolio" strategy. They've also taken over The Golden Times publication for retirees! Plus: Dr Deremith's interest rate call update, geopolitics impacting portfolios, and why Australian government debt-to-GDP hit 43.8% (up from 42.8%) while private debt dropped from 82% to 70% over 10 years. If you like this Australian Investors Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Resources for this episode Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 06 Feb 2026 20:00:00 -0000 Big Tech earnings: Winners & losers, silver's 26% crash & Drew's falling knives full Rask Big Tech earnings shock: MSFT down 11%, META up 11%, AAPL record quarter. Silver crashes 26% in 3 days. Owen bets tattoo if 1000 people beat him. What happened with rates? Plus: Drew's Navexa portfolio challenge & The Golden Times takeover. Silver just crashed 26% in THREE DAYS - from $170 to $126. Gold plummeted from $7,800 to $6,700 in a matter of days. Just last week everyone was asking Drew about adding silver to portfolios. This is why you don't chase hot thematics! In this Australian Investors Podcast episode, Owen Rask and Drew Meredith dissect Big Tech earnings that shocked Wall Street: Microsoft (MSFT) down 11% - Azure cloud revenue up 38% but growth slowing. Capital expenditures hit $37.5 billion (up 66%), exceeding estimates. The kicker? Net income boosted by $1.02/share from OpenAI investment, with a massive $250 billion OpenAI deal accounting for 45% of Microsoft's $625 billion backlog. Meta (META) up 11% - Beat expectations with Q4 sales of $59.9 billion. Planning unprecedented AI spending: $115-135 billion capex in 2026 (up 87% from 2025's $72 billion). First AI tool not yet released! Tesla (TSLA) - Capex more than DOUBLE last year's outlay and almost twice Wall Street expectations. Discontinuing Model S and Model X to make room for Optimus humanoid robots. Acquired preferred shares in xAI. Apple (AAPL) record quarter - Revenue jumped 16% to $143.8 billion driven by iPhone 17 demand. China revenue up 38% to $25.5 billion. Services hit $30 billion (up 14%). Owen and Drew launch their 2026 Navexa portfolio challenge, with Owen offering to get a TATTOO if 1,000 people beat his returns. Drew reveals his "falling knives plus data centre portfolio" strategy. They've also taken over The Golden Times publication for retirees! Plus: Dr Deremith's interest rate call update, geopolitics impacting portfolios, and why Australian government debt-to-GDP hit 43.8% (up from 42.8%) while private debt dropped from 82% to 70% over 10 years. If you like this Australian Investors Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Resources for this episode Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Silver just crashed 26% in THREE DAYS - from $170 to $126. Gold plummeted from $7,800 to $6,700 in a matter of days. Just last week everyone was asking Drew about adding silver to portfolios. This is why you don't chase hot thematics!


In this Australian Investors Podcast episode, Owen Rask and Drew Meredith dissect Big Tech earnings that shocked Wall Street:

Microsoft (MSFT) down 11% - Azure cloud revenue up 38% but growth slowing. Capital expenditures hit $37.5 billion (up 66%), exceeding estimates. The kicker? Net income boosted by $1.02/share from OpenAI investment, with a massive $250 billion OpenAI deal accounting for 45% of Microsoft's $625 billion backlog.


Meta (META) up 11% - Beat expectations with Q4 sales of $59.9 billion. Planning unprecedented AI spending: $115-135 billion capex in 2026 (up 87% from 2025's $72 billion). First AI tool not yet released!


Tesla (TSLA) - Capex more than DOUBLE last year's outlay and almost twice Wall Street expectations. Discontinuing Model S and Model X to make room for Optimus humanoid robots. Acquired preferred shares in xAI.


Apple (AAPL) record quarter - Revenue jumped 16% to $143.8 billion driven by iPhone 17 demand. China revenue up 38% to $25.5 billion. Services hit $30 billion (up 14%).


Owen and Drew launch their 2026 Navexa portfolio challenge, with Owen offering to get a TATTOO if 1,000 people beat his returns. Drew reveals his "falling knives plus data centre portfolio" strategy.


They've also taken over The Golden Times publication for retirees! Plus: Dr Deremith's interest rate call update, geopolitics impacting portfolios, and why Australian government debt-to-GDP hit 43.8% (up from 42.8%) while private debt dropped from 82% to 70% over 10 years.


If you like this Australian Investors Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.


Resources for this episode

Ask a question (select the Investors podcast)

Visit TermPlus to learn more


Rask Resources

All services

Financial Planning

Invest with us

Access Show Notes

Ask a question

We love feedback!


Follow us on social media:

Instagram: @rask.invest

TikTok: @rask.invest


DISCLAIMER:

This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 3888 no Is private credit resilient as the US economy splits in two? Is the US economy a mess? With markets feeling noisy and uncertain, this conversation with Nehemiah Richardson offers a perspective on where the real risks sit — and where they don’t. In the face of unprecedented social and geo-political unrest, just how unstable is the US economy? Are the AI megacaps papering over the cracks of a weakening middle class? Today’s episode is with Nehemiah Richardson, CEO of Private Credit at Pengana. We discuss the political climate and assess the real outcomes of Trump’s administration. Additionally, we ask how a professional private credit investor selects a fund manager. Below you will find links to the reports and investments mentioned in the show as well as the timestamps for the key points discussed: Links referred to in the show: - ASIC report into private credit - TermPlus - Pengana Global Private Credit Trust (ASX: PCX) - Pengana Diversified Private Credit Fund (please note this fund is for only available to wholesale investors) Talking points: - How healthy is the US consumer right now? - What can we expect to see from the Trump administration heading into the mid-terms? - What impact have the tariffs had on businesses in the US? - Why the current environment is making portfolio construction tricky - What is the difference between investment grade and non investment grade credit? - What role does fixed income play in a portfolio? - How does a professional investor choose what to invest in within private credit? - What questions does a professional private credit investor ask his fund managers? - Has the two speed economy in the US changed where professionals are allocating capital to in private credit? - A checklist for selecting private credit managers here in Australia. - What is the impact on private credit portfolios if the RBA increases interest rates - What is the difference between TermPlus, PCX the listed investment trust and Pengana’s private credit fund? - Why every leader should read Mindset by Carol Dweck Show partner resources Visit TermPlus to learn more https://termplus.com.au/?utm_source=rask&utm_medium=podcast&utm_campaign=investors&utm_term=general&utm_content=video Rask Resources All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest We love feedback! https://raskau.typeform.com/to/ZbfHy6IP Follow us on social media: Instagram: https://www.instagram.com/rask.invest TikTok: https://www.tiktok.com/@rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 03 Feb 2026 20:00:00 -0000 Is private credit resilient as the US economy splits in two? full Rask Is the US economy a mess? With markets feeling noisy and uncertain, this conversation with Nehemiah Richardson offers a perspective on where the real risks sit — and where they don’t. In the face of unprecedented social and geo-political unrest, just how unstable is the US economy? Are the AI megacaps papering over the cracks of a weakening middle class? Today’s episode is with Nehemiah Richardson, CEO of Private Credit at Pengana. We discuss the political climate and assess the real outcomes of Trump’s administration. Additionally, we ask how a professional private credit investor selects a fund manager. Below you will find links to the reports and investments mentioned in the show as well as the timestamps for the key points discussed: Links referred to in the show: - ASIC report into private credit - TermPlus - Pengana Global Private Credit Trust (ASX: PCX) - Pengana Diversified Private Credit Fund (please note this fund is for only available to wholesale investors) Talking points: - How healthy is the US consumer right now? - What can we expect to see from the Trump administration heading into the mid-terms? - What impact have the tariffs had on businesses in the US? - Why the current environment is making portfolio construction tricky - What is the difference between investment grade and non investment grade credit? - What role does fixed income play in a portfolio? - How does a professional investor choose what to invest in within private credit? - What questions does a professional private credit investor ask his fund managers? - Has the two speed economy in the US changed where professionals are allocating capital to in private credit? - A checklist for selecting private credit managers here in Australia. - What is the impact on private credit portfolios if the RBA increases interest rates - What is the difference between TermPlus, PCX the listed investment trust and Pengana’s private credit fund? - Why every leader should read Mindset by Carol Dweck Show partner resources Visit TermPlus to learn more https://termplus.com.au/?utm_source=rask&utm_medium=podcast&utm_campaign=investors&utm_term=general&utm_content=video Rask Resources All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest We love feedback! https://raskau.typeform.com/to/ZbfHy6IP Follow us on social media: Instagram: https://www.instagram.com/rask.invest TikTok: https://www.tiktok.com/@rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Is the US economy a mess? With markets feeling noisy and uncertain, this conversation with Nehemiah Richardson offers a perspective on where the real risks sit — and where they don’t. In the face of unprecedented social and geo-political unrest, just how unstable is the US economy? Are the AI megacaps papering over the cracks of a weakening middle class? Today’s episode is with Nehemiah Richardson, CEO of Private Credit at Pengana. We discuss the political climate and assess the real outcomes of Trump’s administration. Additionally, we ask how a professional private credit investor selects a fund manager. Below you will find links to the reports and investments mentioned in the show as well as the timestamps for the key points discussed: Links referred to in the show: - ASIC report into private credit - TermPlus - Pengana Global Private Credit Trust (ASX: PCX) - Pengana Diversified Private Credit Fund (please note this fund is for only available to wholesale investors) Talking points: - How healthy is the US consumer right now? - What can we expect to see from the Trump administration heading into the mid-terms? - What impact have the tariffs had on businesses in the US? - Why the current environment is making portfolio construction tricky - What is the difference between investment grade and non investment grade credit? - What role does fixed income play in a portfolio? - How does a professional investor choose what to invest in within private credit? - What questions does a professional private credit investor ask his fund managers? - Has the two speed economy in the US changed where professionals are allocating capital to in private credit? - A checklist for selecting private credit managers here in Australia. - What is the impact on private credit portfolios if the RBA increases interest rates - What is the difference between TermPlus, PCX the listed investment trust and Pengana’s private credit fund? - Why every leader should read Mindset by Carol Dweck Show partner resources Visit TermPlus to learn more https://termplus.com.au/?utm_source=rask&utm_medium=podcast&utm_campaign=investors&utm_term=general&utm_content=video Rask Resources All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest We love feedback! https://raskau.typeform.com/to/ZbfHy6IP Follow us on social media: Instagram: https://www.instagram.com/rask.invest TikTok: https://www.tiktok.com/@rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 3976 no Making a 10/10 investment strategy [10/10] https://www.raskmedia.com.au/2026/01/19/making-a-10-10-i…t-strategy-10-10/ In this Australian Investors Podcast episode, your host Owen Rask wraps up the Investment Foundations Series with: The key takeaways from all 9 episodes in the series How to apply index investing, asset allocation and automation Why a simple, low-cost and diversified strategy often wins How to keep going when markets get tough or noisy If you want to level up your investment knowledge and take control of your money, make sure to subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube and revisit all 10 episodes of this series. Follow us on Instagram and TikTok for more investing insights. Topics Covered Index funds, ETFs and the case for passive investing Portfolio design and rebalancing Keeping fees low and discipline high Sticking to the plan when times get tough Rask Courses Value Investor Program – Owen's free online training Rask Core membership – Rask's expert portfolios & stock research, $1 for 30 days! Rask Invest – Invest directly with Owen Go deeper and explore more episodes 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. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 30 Jan 2026 20:00:00 -0000 Making a 10/10 investment strategy [10/10] full Rask Bringing it all together: how to apply everything from the series to build a confident, low-cost and effective long-term investment strategy. In this Australian Investors Podcast episode, your host Owen Rask wraps up the Investment Foundations Series with: The key takeaways from all 9 episodes in the series How to apply index investing, asset allocation and automation Why a simple, low-cost and diversified strategy often wins How to keep going when markets get tough or noisy If you want to level up your investment knowledge and take control of your money, make sure to subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube and revisit all 10 episodes of this series. Follow us on Instagram and TikTok for more investing insights. Topics Covered Index funds, ETFs and the case for passive investing Portfolio design and rebalancing Keeping fees low and discipline high Sticking to the plan when times get tough Rask Courses Value Investor Program – Owen's free online training Rask Core membership – Rask's expert portfolios & stock research, $1 for 30 days! Rask Invest – Invest directly with Owen Go deeper and explore more episodes 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. Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Rask wraps up the Investment Foundations Series with:

  • The key takeaways from all 9 episodes in the series

  • How to apply index investing, asset allocation and automation

  • Why a simple, low-cost and diversified strategy often wins

  • How to keep going when markets get tough or noisy

If you want to level up your investment knowledge and take control of your money, make sure to subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube and revisit all 10 episodes of this series.

Follow us on Instagram and TikTok for more investing insights.


Topics Covered

  • Index funds, ETFs and the case for passive investing

  • Portfolio design and rebalancing

  • Keeping fees low and discipline high

  • Sticking to the plan when times get tough

Rask Courses

Go deeper and explore more episodes

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.


Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1335 no Warren Buffett & beyond: lessons investing legends [9/10] https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your host Owen Rask continues the Investment Foundations Series with: - timeless investing principles from Warren Buffett and other legends - how to think about moats, margins of safety and compounding - why mindset, patience and simplicity matter more than genius - lessons from history’s best (and most underrated) investors If you want to level up your investment knowledge and take control of your money, make sure to subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube and follow along with this 10-part series. Follow us on Instagram and TikTok for more investing insights. - Economic moats and business quality - Margin of safety and long-term thinking - The power of compounding and focus - What separates great investors from average ones Rask Courses: - Value Investor Program – Owen's free online training - Rask Core membership – Rask's expert portfolios & stock research, $1 for 30 days! - Rask Invest – Invest directly with Owen - ⁠Buy Gemma’s book “The Money Reset”⁠ - ⁠Ask a question (select the Finance podcast)⁠ Go deeper and explore more episodes - Browse the full series Show partner resources Join Pearler using code “RASK” for $15 of Pearler Credit Get 50% off your first two months using PocketSmith View Betashares range of funds Rask resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 27 Jan 2026 20:00:00 -0000 Warren Buffett & beyond: lessons investing legends [9/10] full Rask Warren Buffett & investing legends: timeless lessons from the world’s best investors including moats, compounding, long-term thinking and quality. In this Australian Investors Podcast episode, your host Owen Rask continues the Investment Foundations Series with: - timeless investing principles from Warren Buffett and other legends - how to think about moats, margins of safety and compounding - why mindset, patience and simplicity matter more than genius - lessons from history’s best (and most underrated) investors If you want to level up your investment knowledge and take control of your money, make sure to subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube and follow along with this 10-part series. Follow us on Instagram and TikTok for more investing insights. - Economic moats and business quality - Margin of safety and long-term thinking - The power of compounding and focus - What separates great investors from average ones Rask Courses: - Value Investor Program – Owen's free online training - Rask Core membership – Rask's expert portfolios & stock research, $1 for 30 days! - Rask Invest – Invest directly with Owen - ⁠Buy Gemma’s book “The Money Reset”⁠ - ⁠Ask a question (select the Finance podcast)⁠ Go deeper and explore more episodes - Browse the full series Show partner resources Join Pearler using code “RASK” for $15 of Pearler Credit Get 50% off your first two months using PocketSmith View Betashares range of funds Rask resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Rask continues the Investment Foundations Series with:

- timeless investing principles from Warren Buffett and other legends

- how to think about moats, margins of safety and compounding

- why mindset, patience and simplicity matter more than genius

- lessons from history’s best (and most underrated) investors


If you want to level up your investment knowledge and take control of your money, make sure to subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube and follow along with this 10-part series.

Follow us on Instagram and TikTok for more investing insights.

- Economic moats and business quality

- Margin of safety and long-term thinking

- The power of compounding and focus

- What separates great investors from average ones


Rask Courses:

- Value Investor Program – Owen's free online training

- Rask Core membership – Rask's expert portfolios & stock research, $1 for 30 days!

- Rask Invest – Invest directly with Owen

- ⁠Buy Gemma’s book “The Money Reset”⁠

- ⁠Ask a question (select the Finance podcast)⁠


Go deeper and explore more episodes - Browse the full series


Show partner resources

Join Pearler using code “RASK” for $15 of Pearler Credit

Get 50% off your first two months using PocketSmith

View Betashares range of funds


Rask resources

All services

Financial Planning

Invest with us

Access Show Notes

Ask a question

We love feedback!


Follow us on social media:

Instagram: @rask.invest

TikTok: @rask.invest


DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1375 no Managed funds & active investing… gone right [8/10] https://www.raskmedia.com.au/2026/01/15/managed-funds-ac…-gone-right-8-10/ In this Australian Investors Podcast episode, your host Owen Rask continues the Investment Foundations Series with: What managed funds actually are and how they work When active management is worth the cost How to compare fund managers and watch for red flags Key tools like active share, fund style, fees and liquidity If you want to level up your investment knowledge and take control of your money, make sure to subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube and follow along with this 10-part series. Follow us on Instagram and TikTok for more investing insights. What are managed funds and why do they exist? The difference between active and passive investing Fund fees, styles, liquidity and performance metrics How to assess a fund manager and avoid closet indexers Rask Courses: Value Investor Program – Owen's free online traininghttps://education.rask.com.au/courses/value-investor-program-course-with-equity-mates/ Rask Core membership – Rask's expert portfolios & stock research, $1 for 30 days!https://www.rask.com.au/landing/etfs-checkout/?level=5&discount_code=INV Rask Invest – Invest directly with Owenhttps://www.rask.com.au/rask-invest Go deeper and explore more episodesBrowse the full series at https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Topics CoveredResources for This EpisodeDISCLAIMERThis 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. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 23 Jan 2026 20:00:00 -0000 Managed funds & active investing… gone right [8/10] full Rask Managed funds & active investing: when active management works, how to evaluate fund managers, and why most fail to beat the market. In this Australian Investors Podcast episode, your host Owen Rask continues the Investment Foundations Series with: What managed funds actually are and how they work When active management is worth the cost How to compare fund managers and watch for red flags Key tools like active share, fund style, fees and liquidity If you want to level up your investment knowledge and take control of your money, make sure to subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube and follow along with this 10-part series. Follow us on Instagram and TikTok for more investing insights. What are managed funds and why do they exist? The difference between active and passive investing Fund fees, styles, liquidity and performance metrics How to assess a fund manager and avoid closet indexers Rask Courses: Value Investor Program – Owen's free online traininghttps://education.rask.com.au/courses/value-investor-program-course-with-equity-mates/ Rask Core membership – Rask's expert portfolios & stock research, $1 for 30 days!https://www.rask.com.au/landing/etfs-checkout/?level=5&discount_code=INV Rask Invest – Invest directly with Owenhttps://www.rask.com.au/rask-invest Go deeper and explore more episodesBrowse the full series at https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Topics CoveredResources for This EpisodeDISCLAIMERThis 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. Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Rask continues the Investment Foundations Series with:

  • What managed funds actually are and how they work

  • When active management is worth the cost

  • How to compare fund managers and watch for red flags

  • Key tools like active share, fund style, fees and liquidity

    • If you want to level up your investment knowledge and take control of your money, make sure to subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube and follow along with this 10-part series.

    Follow us on Instagram and TikTok for more investing insights.

  • What are managed funds and why do they exist?

  • The difference between active and passive investing

  • Fund fees, styles, liquidity and performance metrics

  • How to assess a fund manager and avoid closet indexers

    • Rask Courses:

  • Value Investor Program – Owen's free online traininghttps://education.rask.com.au/courses/value-investor-program-course-with-equity-mates/

  • Rask Core membership – Rask's expert portfolios & stock research, $1 for 30 days!https://www.rask.com.au/landing/etfs-checkout/?level=5&discount_code=INV

  • Rask Invest – Invest directly with Owenhttps://www.rask.com.au/rask-invest

    • Go deeper and explore more episodesBrowse the full series at https://www.raskmedia.com.au/podcasts/australian-investors-podcast/

    Topics CoveredResources for This EpisodeDISCLAIMERThis 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.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1613     Economics for all investors [7/10] https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your host Owen Rask continues the Investment Foundations Series with: - the key economic indicators all investors should know - how inflation, interest rates and GDP growth affect markets - why the business cycle and unemployment data matter - using economic data without falling into macro guessing If you want to level up your investment knowledge and take control of your money, make sure to subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube and follow along with this 10-part series. Follow us on Instagram and TikTok for more investing insights. Topics Covered - Inflation, interest rates and monetary policy - Unemployment, GDP and fiscal policy - Yield curves and recession signals - How to think about economic data like an investor Resources for This Episode Rask Courses: ⁠Value Investor Program⁠ – Owen's free online training ⁠Rask Core membership⁠ – Rask's expert portfolios & stock research, $1 for 30 days! ⁠Rask Invest ⁠– Invest directly with Owen Go deeper and explore more episodes ⁠Browse the full series⁠ ⁠Ask a question (select the Investors podcast)⁠ ⁠Visit TermPlus to learn more⁠ Rask Resources ⁠All services⁠ ⁠Financial Planning⁠ ⁠Invest with us⁠ ⁠Access Show Notes⁠ ⁠Ask a question⁠ ⁠We love feedback!⁠ Follow us on social media: Instagram: ⁠@rask.invest⁠ TikTok: ⁠@rask.invest⁠ DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): ⁠https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 20 Jan 2026 20:00:00 -0000 Economics for all investors [7/10] full Rask Australian economics for all investors: understand inflation, interest rates, the business cycle and how economic trends affect your investments. In this Australian Investors Podcast episode, your host Owen Rask continues the Investment Foundations Series with: - the key economic indicators all investors should know - how inflation, interest rates and GDP growth affect markets - why the business cycle and unemployment data matter - using economic data without falling into macro guessing If you want to level up your investment knowledge and take control of your money, make sure to subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube and follow along with this 10-part series. Follow us on Instagram and TikTok for more investing insights. Topics Covered - Inflation, interest rates and monetary policy - Unemployment, GDP and fiscal policy - Yield curves and recession signals - How to think about economic data like an investor Resources for This Episode Rask Courses: ⁠Value Investor Program⁠ – Owen's free online training ⁠Rask Core membership⁠ – Rask's expert portfolios & stock research, $1 for 30 days! ⁠Rask Invest ⁠– Invest directly with Owen Go deeper and explore more episodes ⁠Browse the full series⁠ ⁠Ask a question (select the Investors podcast)⁠ ⁠Visit TermPlus to learn more⁠ Rask Resources ⁠All services⁠ ⁠Financial Planning⁠ ⁠Invest with us⁠ ⁠Access Show Notes⁠ ⁠Ask a question⁠ ⁠We love feedback!⁠ Follow us on social media: Instagram: ⁠@rask.invest⁠ TikTok: ⁠@rask.invest⁠ DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): ⁠https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Rask continues the Investment Foundations Series with:

    - the key economic indicators all investors should know

    - how inflation, interest rates and GDP growth affect markets

    - why the business cycle and unemployment data matter

    - using economic data without falling into macro guessing


    If you want to level up your investment knowledge and take control of your money, make sure to subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube and follow along with this 10-part series.


    Follow us on Instagram and TikTok for more investing insights.


    Topics Covered

    - Inflation, interest rates and monetary policy

    - Unemployment, GDP and fiscal policy

    - Yield curves and recession signals

    - How to think about economic data like an investor


    Resources for This Episode

    Rask Courses:

    ⁠Value Investor Program⁠ – Owen's free online training

    ⁠Rask Core membership⁠ – Rask's expert portfolios & stock research, $1 for 30 days!

    ⁠Rask Invest ⁠– Invest directly with Owen

    Go deeper and explore more episodes ⁠Browse the full series⁠

    ⁠Ask a question (select the Investors podcast)⁠

    ⁠Visit TermPlus to learn more⁠


    Rask Resources

    ⁠All services⁠

    ⁠Financial Planning⁠

    ⁠Invest with us⁠

    ⁠Access Show Notes⁠

    ⁠Ask a question⁠

    ⁠We love feedback!⁠


    Follow us on social media:

    Instagram: ⁠@rask.invest⁠

    TikTok: ⁠@rask.invest⁠


    DISCLAIMER:

    This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): ⁠https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2077 no     2026 stock game: Owen & Navarre's $100,000 stock game portfolio https://www.raskmedia.com.au/2026/01/20/2026-stock-game-…k-game-portfolio/ The Rask 2026 stock market game is live - it's called Stock Genius. Available at stockgenius.com.au, in collaboration with Navexa, the Rask Stock Market is open for you to compete and enjoy with over 1,000 fellow investors. In this episode, we cover: - Is AI killing app investing in 2026? - Are you a stock market genius? Play our game to find out - How the game works - Smart tracking for portfolios - Owen and Navarre’s top picks Resources for this episode Join the game: https://www.stockgenius.com.au/ Buy Gemma’s book “The Money Reset”- https://amzn.to/42Uz0aK Ask a question (select the Finance podcast): https://bit.ly/R-quest Show partner resources Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith View Betashares range of funds:  https://bit.ly/beta-25 Rask resources All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest We love feedback! https://raskau.typeform.com/to/ZbfHy6IP Follow us on social media: Instagram: https://www.instagram.com/rask.invest TikTok: https://www.tiktok.com/@rask.invest Disclaimer: The information contained in this podcast episode is strictly general in nature. It does not take into account your needs, goals or objectives. So do not act on the information until you have spoken to your financial adviser. The Rask Group Pty Ltd is a corporate authorised representative (No. 1313447) of Rask Licensing Pty Ltd (AFSL: 563 907). The information in our shows is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) and Target Market Determination (TMD) before making a decision to acquire any financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide on rask.com.au/legal. The Stock Genius website is built and maintained by Navexa. It does not provide financial, legal or tax advice of any kind. The Rask Stock Market Game has been created purely for educational and entertainment purposes. It is not real money and should never be considered as a recommendation, "stock picking", or investment service. The purpose of the game is community, not recommendations for, or against, investments. Investing is risky and can result in permanent capital loss. The Rask Group Pty Ltd and Navexa do not endorse or recommend investments as part of the Stock Genius website, and make no warranty for the performance of portfolios. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 20 Jan 2026 04:30:00 -0000 2026 stock game: Owen & Navarre's $100,000 stock game portfolio full Rask The Rask 2026 stock market game is live - it's called Stock Genius The Rask 2026 stock market game is live - it's called Stock Genius. Available at stockgenius.com.au, in collaboration with Navexa, the Rask Stock Market is open for you to compete and enjoy with over 1,000 fellow investors. In this episode, we cover: - Is AI killing app investing in 2026? - Are you a stock market genius? Play our game to find out - How the game works - Smart tracking for portfolios - Owen and Navarre’s top picks Resources for this episode Join the game: https://www.stockgenius.com.au/ Buy Gemma’s book “The Money Reset”- https://amzn.to/42Uz0aK Ask a question (select the Finance podcast): https://bit.ly/R-quest Show partner resources Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith View Betashares range of funds:  https://bit.ly/beta-25 Rask resources All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest We love feedback! https://raskau.typeform.com/to/ZbfHy6IP Follow us on social media: Instagram: https://www.instagram.com/rask.invest TikTok: https://www.tiktok.com/@rask.invest Disclaimer: The information contained in this podcast episode is strictly general in nature. It does not take into account your needs, goals or objectives. So do not act on the information until you have spoken to your financial adviser. The Rask Group Pty Ltd is a corporate authorised representative (No. 1313447) of Rask Licensing Pty Ltd (AFSL: 563 907). The information in our shows is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) and Target Market Determination (TMD) before making a decision to acquire any financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide on rask.com.au/legal. The Stock Genius website is built and maintained by Navexa. It does not provide financial, legal or tax advice of any kind. The Rask Stock Market Game has been created purely for educational and entertainment purposes. It is not real money and should never be considered as a recommendation, "stock picking", or investment service. The purpose of the game is community, not recommendations for, or against, investments. Investing is risky and can result in permanent capital loss. The Rask Group Pty Ltd and Navexa do not endorse or recommend investments as part of the Stock Genius website, and make no warranty for the performance of portfolios. Learn more about your ad choices. Visit megaphone.fm/adchoices The Rask 2026 stock market game is live - it's called Stock Genius. Available at stockgenius.com.au, in collaboration with Navexa, the Rask Stock Market is open for you to compete and enjoy with over 1,000 fellow investors.

    In this episode, we cover:

    - Is AI killing app investing in 2026?

    - Are you a stock market genius? Play our game to find out

    - How the game works

    - Smart tracking for portfolios

    - Owen and Navarre’s top picks

    Resources for this episode Join the game: https://www.stockgenius.com.au/ Buy Gemma’s book “The Money Reset”- https://amzn.to/42Uz0aK Ask a question (select the Finance podcast): https://bit.ly/R-quest Show partner resources Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith View Betashares range of funds:  https://bit.ly/beta-25 Rask resources All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest We love feedback! https://raskau.typeform.com/to/ZbfHy6IP Follow us on social media: Instagram: https://www.instagram.com/rask.invest TikTok: https://www.tiktok.com/@rask.invest Disclaimer: The information contained in this podcast episode is strictly general in nature. It does not take into account your needs, goals or objectives. So do not act on the information until you have spoken to your financial adviser. The Rask Group Pty Ltd is a corporate authorised representative (No. 1313447) of Rask Licensing Pty Ltd (AFSL: 563 907). The information in our shows is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) and Target Market Determination (TMD) before making a decision to acquire any financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide on rask.com.au/legal. The Stock Genius website is built and maintained by Navexa. It does not provide financial, legal or tax advice of any kind. The Rask Stock Market Game has been created purely for educational and entertainment purposes. It is not real money and should never be considered as a recommendation, "stock picking", or investment service. The purpose of the game is community, not recommendations for, or against, investments. Investing is risky and can result in permanent capital loss. The Rask Group Pty Ltd and Navexa do not endorse or recommend investments as part of the Stock Genius website, and make no warranty for the performance of portfolios.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2684 no     Property Investing + Shares [6/10] https://www.raskmedia.com.au/2026/01/08/property-investing-shares-6-10/ In this Australian Investors Podcast episode, your host Owen Rask continues the Investment Foundations Series with: how real estate investing works and the key trade-offs comparing direct property to listed shares, REITs and ETFs the real impact of gearing, illiquidity and concentration risk how shares can give you access to global real estate — without buying a house If you want to level up your investment knowledge and take control of your money, make sure to subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube and follow along with this 10-part series. Follow us on Instagram and TikTok for more investing insights. Negative gearing, capital growth and property cycles Why leverage cuts both ways Diversification and risk in direct property vs shares How REITs and ETFs offer liquidity and global access Rask Courses: Value Investor Program – Owen's free online traininghttps://education.rask.com.au/courses/value-investor-program-course-with-equity-mates/ Rask Core membership – Rask's expert portfolios & stock research, $1 for 30 days!https://www.rask.com.au/landing/etfs-checkout/?level=5&discount_code=INV Rask Invest – Invest directly with Owenhttps://www.rask.com.au/rask-invest Go deeper and explore more episodesBrowse the full series at https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Topics CoveredResources for This EpisodeDISCLAIMERThis 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. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 16 Jan 2026 20:00:00 -0000 Property Investing + Shares [6/10] full Rask Property Investing + Shares [6/10] In this Australian Investors Podcast episode, your host Owen Rask continues the Investment Foundations Series with: how real estate investing works and the key trade-offs comparing direct property to listed shares, REITs and ETFs the real impact of gearing, illiquidity and concentration risk how shares can give you access to global real estate — without buying a house If you want to level up your investment knowledge and take control of your money, make sure to subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube and follow along with this 10-part series. Follow us on Instagram and TikTok for more investing insights. Negative gearing, capital growth and property cycles Why leverage cuts both ways Diversification and risk in direct property vs shares How REITs and ETFs offer liquidity and global access Rask Courses: Value Investor Program – Owen's free online traininghttps://education.rask.com.au/courses/value-investor-program-course-with-equity-mates/ Rask Core membership – Rask's expert portfolios & stock research, $1 for 30 days!https://www.rask.com.au/landing/etfs-checkout/?level=5&discount_code=INV Rask Invest – Invest directly with Owenhttps://www.rask.com.au/rask-invest Go deeper and explore more episodesBrowse the full series at https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Topics CoveredResources for This EpisodeDISCLAIMERThis 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. Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Rask continues the Investment Foundations Series with:

  • how real estate investing works and the key trade-offs

  • comparing direct property to listed shares, REITs and ETFs

  • the real impact of gearing, illiquidity and concentration risk

  • how shares can give you access to global real estate — without buying a house

    • If you want to level up your investment knowledge and take control of your money, make sure to subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube and follow along with this 10-part series.

    Follow us on Instagram and TikTok for more investing insights.

  • Negative gearing, capital growth and property cycles

  • Why leverage cuts both ways

  • Diversification and risk in direct property vs shares

  • How REITs and ETFs offer liquidity and global access

    • Rask Courses:

  • Value Investor Program – Owen's free online traininghttps://education.rask.com.au/courses/value-investor-program-course-with-equity-mates/

  • Rask Core membership – Rask's expert portfolios & stock research, $1 for 30 days!https://www.rask.com.au/landing/etfs-checkout/?level=5&discount_code=INV

  • Rask Invest – Invest directly with Owenhttps://www.rask.com.au/rask-invest

    • Go deeper and explore more episodesBrowse the full series at https://www.raskmedia.com.au/podcasts/australian-investors-podcast/

    Topics CoveredResources for This EpisodeDISCLAIMERThis 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.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1157 no     Portfolio construction essentials [5/10] https://www.raskmedia.com.au/2026/01/07/portfolio-construction-essentials/ In this Australian Investors Podcast episode, your host Owen Rask continues the Investment Foundations Series with: how asset allocation drives long-term returns the role of diversification across assets, sectors and regions why rebalancing matters and how to do it properly how to think about portfolio structure, volatility and investment goals If you want to level up your investment knowledge and take control of your money, make sure to subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube and follow along with this 10-part series. Follow us on Instagram and TikTok for more investing insights. Asset allocation: the key to long-term results Diversification across asset classes and regions Rebalancing, volatility and Sharpe ratios Core-satellite strategies and managing your risk Rask Courses: Value Investor Program – Owen's free online traininghttps://education.rask.com.au/courses/value-investor-program-course-with-equity-mates/ Rask Core membership – Rask's expert portfolios & stock research, $1 for 30 days!https://www.rask.com.au/landing/etfs-checkout/?level=5&discount_code=INV Rask Invest – Invest directly with Owenhttps://www.rask.com.au/rask-invest Go deeper and explore more episodesBrowse the full series at https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Topics CoveredResources for This EpisodeDISCLAIMERThis 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. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 13 Jan 2026 20:00:00 -0000 Portfolio construction essentials full Rask Portfolio construction essentials: learn how to structure your investments using asset allocation, risk management, and diversification principles that actually work. In this Australian Investors Podcast episode, your host Owen Rask continues the Investment Foundations Series with: how asset allocation drives long-term returns the role of diversification across assets, sectors and regions why rebalancing matters and how to do it properly how to think about portfolio structure, volatility and investment goals If you want to level up your investment knowledge and take control of your money, make sure to subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube and follow along with this 10-part series. Follow us on Instagram and TikTok for more investing insights. Asset allocation: the key to long-term results Diversification across asset classes and regions Rebalancing, volatility and Sharpe ratios Core-satellite strategies and managing your risk Rask Courses: Value Investor Program – Owen's free online traininghttps://education.rask.com.au/courses/value-investor-program-course-with-equity-mates/ Rask Core membership – Rask's expert portfolios & stock research, $1 for 30 days!https://www.rask.com.au/landing/etfs-checkout/?level=5&discount_code=INV Rask Invest – Invest directly with Owenhttps://www.rask.com.au/rask-invest Go deeper and explore more episodesBrowse the full series at https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Topics CoveredResources for This EpisodeDISCLAIMERThis 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. Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Rask continues the Investment Foundations Series with:

  • how asset allocation drives long-term returns

  • the role of diversification across assets, sectors and regions

  • why rebalancing matters and how to do it properly

  • how to think about portfolio structure, volatility and investment goals

    • If you want to level up your investment knowledge and take control of your money, make sure to subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube and follow along with this 10-part series.

    Follow us on Instagram and TikTok for more investing insights.

  • Asset allocation: the key to long-term results

  • Diversification across asset classes and regions

  • Rebalancing, volatility and Sharpe ratios

  • Core-satellite strategies and managing your risk

    • Rask Courses:

  • Value Investor Program – Owen's free online traininghttps://education.rask.com.au/courses/value-investor-program-course-with-equity-mates/

  • Rask Core membership – Rask's expert portfolios & stock research, $1 for 30 days!https://www.rask.com.au/landing/etfs-checkout/?level=5&discount_code=INV

  • Rask Invest – Invest directly with Owenhttps://www.rask.com.au/rask-invest

    • Go deeper and explore more episodesBrowse the full series at https://www.raskmedia.com.au/podcasts/australian-investors-podcast/

    Topics CoveredResources for This EpisodeDISCLAIMERThis 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.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1308 no     Vanguard & passive investing [4/10] https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your host Owen Rask continues the Investment Foundations Series with: - the rise of Vanguard and the birth of index funds - why low-cost investing is a powerful advantage - how ETFs and market-cap indexing actually work - the evidence behind passive investing outperformance If you want to level up your investment knowledge and take control of your money, make sure to subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube and follow along with this 10-part series. Follow us on Instagram and TikTok for more investing insights. Topics covered - How Vanguard changed the investing world - Index funds vs active funds - ETFs, fees and the client-owned model - Why most active funds underperform Resources for This Episode Rask Courses: Value Investor Program – Owen's free online training Rask Core membership – Rask's expert portfolios & stock research, $1 for 30 days! Rask Invest – Invest directly with Owen Go deeper and explore more episodes Browse the full series Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 09 Jan 2026 20:00:00 -0000 Vanguard & passive investing [4/10] full Rask Vanguard & passive investing: learn how index funds work, why low costs matter, and how passive investing helps most people outperform active strategies. In this Australian Investors Podcast episode, your host Owen Rask continues the Investment Foundations Series with: - the rise of Vanguard and the birth of index funds - why low-cost investing is a powerful advantage - how ETFs and market-cap indexing actually work - the evidence behind passive investing outperformance If you want to level up your investment knowledge and take control of your money, make sure to subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube and follow along with this 10-part series. Follow us on Instagram and TikTok for more investing insights. Topics covered - How Vanguard changed the investing world - Index funds vs active funds - ETFs, fees and the client-owned model - Why most active funds underperform Resources for This Episode Rask Courses: Value Investor Program – Owen's free online training Rask Core membership – Rask's expert portfolios & stock research, $1 for 30 days! Rask Invest – Invest directly with Owen Go deeper and explore more episodes Browse the full series Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Rask continues the Investment Foundations Series with:

    - the rise of Vanguard and the birth of index funds

    - why low-cost investing is a powerful advantage

    - how ETFs and market-cap indexing actually work

    - the evidence behind passive investing outperformance


    If you want to level up your investment knowledge and take control of your money, make sure to subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube and follow along with this 10-part series.


    Follow us on Instagram and TikTok for more investing insights.


    Topics covered

    - How Vanguard changed the investing world

    - Index funds vs active funds

    - ETFs, fees and the client-owned model

    - Why most active funds underperform


    Resources for This Episode

    Rask Courses:

    Value Investor Program – Owen's free online training

    Rask Core membership – Rask's expert portfolios & stock research, $1 for 30 days!

    Rask Invest – Invest directly with Owen

    Go deeper and explore more episodes Browse the full series

    Ask a question (select the Investors podcast)

    Visit TermPlus to learn more


    Rask Resources

    All services

    Financial Planning

    Invest with us

    Access Show Notes

    Ask a question

    We love feedback!


    Follow us on social media:

    Instagram: @rask.invest

    TikTok: @rask.invest


    DISCLAIMER:

    This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1364 no     Value investing foundations [3/10] https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your host Owen Rask continues the Investment Foundations Series with: - what value investing really means and why it works - key principles from Graham, Buffett and modern investors - how to think about intrinsic value, DCF and the margin of safety - why some stocks are cheap for a reason (value traps) If you want to level up your investment knowledge and take control of your money, make sure to subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube and follow along with this 10-part series. Follow us on Instagram and TikTok for more investing insights. Topics Covered - What is value investing and how is it different? - Valuation ratios like P/E, P/B and DCF analysis - Margin of safety, mean reversion and quality - Avoiding value traps and spotting great businesses Resources for this episode Rask Courses: Value Investor Program – Owen's free online training Rask Core membership – Rask's expert portfolios & stock research, $1 for 30 days! Rask Invest – Invest directly with Owen Go deeper and explore more episodes - Browse the full series Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 06 Jan 2026 20:00:00 -0000 Value investing foundations [3/10] full Rask Value investing foundations: how to find undervalued companies, use valuation ratios, and apply timeless principles from Buffett and Graham. In this Australian Investors Podcast episode, your host Owen Rask continues the Investment Foundations Series with: - what value investing really means and why it works - key principles from Graham, Buffett and modern investors - how to think about intrinsic value, DCF and the margin of safety - why some stocks are cheap for a reason (value traps) If you want to level up your investment knowledge and take control of your money, make sure to subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube and follow along with this 10-part series. Follow us on Instagram and TikTok for more investing insights. Topics Covered - What is value investing and how is it different? - Valuation ratios like P/E, P/B and DCF analysis - Margin of safety, mean reversion and quality - Avoiding value traps and spotting great businesses Resources for this episode Rask Courses: Value Investor Program – Owen's free online training Rask Core membership – Rask's expert portfolios & stock research, $1 for 30 days! Rask Invest – Invest directly with Owen Go deeper and explore more episodes - Browse the full series Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Rask continues the Investment Foundations Series with:

    - what value investing really means and why it works

    - key principles from Graham, Buffett and modern investors

    - how to think about intrinsic value, DCF and the margin of safety

    - why some stocks are cheap for a reason (value traps)


    If you want to level up your investment knowledge and take control of your money, make sure to subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube and follow along with this 10-part series.


    Follow us on Instagram and TikTok for more investing insights.


    Topics Covered

    - What is value investing and how is it different?

    - Valuation ratios like P/E, P/B and DCF analysis

    - Margin of safety, mean reversion and quality

    - Avoiding value traps and spotting great businesses


    Resources for this episode

    Rask Courses:

    Value Investor Program – Owen's free online training

    Rask Core membership – Rask's expert portfolios & stock research, $1 for 30 days!

    Rask Invest – Invest directly with Owen

    Go deeper and explore more episodes - Browse the full series

    Visit TermPlus to learn more


    Rask Resources

    All services

    Financial Planning

    Invest with us

    Access Show Notes

    Ask a question

    We love feedback!


    Follow us on social media:

    Instagram: @rask.invest

    TikTok: @rask.invest


    DISCLAIMER:

    This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1653 no     Passive income investing essentials [2/10] https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Passive income investing essentials: how to use dividends, franking, bonds and reinvestment strategies to grow income and build wealth. In this Australian Investors Podcast episode, your host Owen Rask continues the Investment Foundations Series with: - the core ingredients of a passive income investing plan - how dividends, franking credits and term deposits work for Aussie investors - the psychology and risks of chasing yield - what the FIRE movement can teach us about real financial freedom If you want to level up your investment knowledge and take control of your money, make sure to subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube and follow along with this 10-part series. Follow us on Instagram and TikTok for more investing insights. Topics Covered - How passive income works and why it matters - Dividends, franking credits, term deposits and bonds - Avoiding yield traps and understanding payout ratios - Total return investing vs income-only strategies Resources for This Episode Rask Courses: Value Investor Program – Owen's free online training Rask Core membership – Rask's expert portfolios & stock research, $1 for 30 days! Rask Invest – Invest directly with Owen Ask a question (select the Investors podcast) ⁠Visit TermPlus to learn more⁠ Go deeper and explore more episodes Browse the full series Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 02 Jan 2026 20:00:00 -0000 Passive income investing essentials [2/10] full Rask Passive income investing essentials: how to use dividends, franking, bonds and reinvestment strategies to grow income and build wealth. Passive income investing essentials: how to use dividends, franking, bonds and reinvestment strategies to grow income and build wealth. In this Australian Investors Podcast episode, your host Owen Rask continues the Investment Foundations Series with: - the core ingredients of a passive income investing plan - how dividends, franking credits and term deposits work for Aussie investors - the psychology and risks of chasing yield - what the FIRE movement can teach us about real financial freedom If you want to level up your investment knowledge and take control of your money, make sure to subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube and follow along with this 10-part series. Follow us on Instagram and TikTok for more investing insights. Topics Covered - How passive income works and why it matters - Dividends, franking credits, term deposits and bonds - Avoiding yield traps and understanding payout ratios - Total return investing vs income-only strategies Resources for This Episode Rask Courses: Value Investor Program – Owen's free online training Rask Core membership – Rask's expert portfolios & stock research, $1 for 30 days! Rask Invest – Invest directly with Owen Ask a question (select the Investors podcast) ⁠Visit TermPlus to learn more⁠ Go deeper and explore more episodes Browse the full series Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Passive income investing essentials: how to use dividends, franking, bonds and reinvestment strategies to grow income and build wealth.


    In this Australian Investors Podcast episode, your host Owen Rask continues the Investment Foundations Series with:

    - the core ingredients of a passive income investing plan

    - how dividends, franking credits and term deposits work for Aussie investors

    - the psychology and risks of chasing yield

    - what the FIRE movement can teach us about real financial freedom


    If you want to level up your investment knowledge and take control of your money, make sure to subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube and follow along with this 10-part series.


    Follow us on Instagram and TikTok for more investing insights.


    Topics Covered

    - How passive income works and why it matters

    - Dividends, franking credits, term deposits and bonds

    - Avoiding yield traps and understanding payout ratios

    - Total return investing vs income-only strategies


    Resources for This Episode

    Rask Courses:

    Value Investor Program – Owen's free online training

    Rask Core membership – Rask's expert portfolios & stock research, $1 for 30 days!

    Rask Invest – Invest directly with Owen

    Ask a question (select the Investors podcast)

    ⁠Visit TermPlus to learn more⁠


    Go deeper and explore more episodes

    Browse the full series


    Rask Resources

    All services

    Financial Planning

    Invest with us

    Access Show Notes

    Ask a question

    We love feedback!


    Follow us on social media:

    Instagram: @rask.invest

    TikTok: @rask.invest


    DISCLAIMER:

    This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1344 no     Personal finance foundations for investors [1/10] https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your host Owen Rask kicks off the Investment Foundations Series with: - personal finance foundations for investors that want to grow their wealth - how to use compound interest, dollar-cost averaging and superannuation to your advantage - why goals, risk tolerance and automation matter more than you think - what smart investors get wrong about fees, psychology and behaviour If you want to level up your investment knowledge and take control of your money, make sure to subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube and follow along with this 10-part series. Follow us on Instagram and TikTok for more investing insights. ⁠Visit TermPlus to learn more⁠ Rask Core membership – Rask's expert portfolios & stock research, $1 for 30 days! Rask Invest – Invest directly with Owen Go deeper and explore more episodes Browse the full series Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 30 Dec 2025 20:00:00 -0000 Personal finance foundations for investors [1/10] full Rask Personal finance foundations for investors: learn how to set clear goals, automate savings, manage risk, and avoid common traps to start investing with confidence. In this Australian Investors Podcast episode, your host Owen Rask kicks off the Investment Foundations Series with: - personal finance foundations for investors that want to grow their wealth - how to use compound interest, dollar-cost averaging and superannuation to your advantage - why goals, risk tolerance and automation matter more than you think - what smart investors get wrong about fees, psychology and behaviour If you want to level up your investment knowledge and take control of your money, make sure to subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube and follow along with this 10-part series. Follow us on Instagram and TikTok for more investing insights. ⁠Visit TermPlus to learn more⁠ Rask Core membership – Rask's expert portfolios & stock research, $1 for 30 days! Rask Invest – Invest directly with Owen Go deeper and explore more episodes Browse the full series Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Rask kicks off the Investment Foundations Series with:

    - personal finance foundations for investors that want to grow their wealth

    - how to use compound interest, dollar-cost averaging and superannuation to your advantage

    - why goals, risk tolerance and automation matter more than you think

    - what smart investors get wrong about fees, psychology and behaviour


    If you want to level up your investment knowledge and take control of your money, make sure to subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube and follow along with this 10-part series.


    Follow us on Instagram and TikTok for more investing insights.








    ⁠Visit TermPlus to learn more⁠




    Rask Core membership – Rask's expert portfolios & stock research, $1 for 30 days!

    Rask Invest – Invest directly with Owen


    Go deeper and explore more episodes

    Browse the full series


    Rask Resources

    All services

    Financial Planning

    Invest with us

    Access Show Notes

    Ask a question

    We love feedback!


    Follow us on social media:

    Instagram: @rask.invest

    TikTok: @rask.invest


    DISCLAIMER:

    This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1658 no     Leadership & masculinity: from Special Operations to The Sound of Music, with Shane Horsburgh https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your host Owen Rask sits down with Shane Horsburgh — ex-police tactical leader, author of Fighting Blind, and leadership coach — to explore: - what it means to be guided by your soul, not your ego - redefining masculinity through stillness, patience and presence - lessons from Iraq, police tactical operations and culture change programs - how leaders collapse under complexity when they cling to control From Sound of Music tours in Austria to Special Operations on Sydney rooftops, Shane shares deeply human, practical and philosophical lessons for modern leaders. If you’re curious about how to lead in a world that’s moving faster and becoming harder to control, this conversation will reframe how you see yourself, your decisions and your team. Follow us on Instagram (Rask.Invest) and TikTok (Rask.Invest) for more investing and leadership insights. Topics covered in this Australian Investors Podcast episode - Being guided by your soul, not your ego - Stillness in chaos & emotional regulation - Masculinity, identity and leadership assumptions - Complexity, hierarchy and adaptive leadership - Quantum thinking & decision-making - AI as a leadership challenge, not a tech one - The myths that hold leaders back Resources for this Investors podcast episode Learn more about Shane Horsburgh: Fighting Blind (Shane’s book) TEDx Talk – Redefining Masculinity (2014) LinkedIn: Shane Horsburgh Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Sun, 28 Dec 2025 20:00:00 -0000 Leadership & masculinity: from Special Operations to The Sound of Music, with Shane Horsburgh full Rask Shane Horsburgh, coach and author of Fighting Blind, takes us on a journey of redefining leadership and masculinity through presence, inner stillness, quantum thinking and hard-won experience in high-pressure environments. In this Australian Investors Podcast episode, your host Owen Rask sits down with Shane Horsburgh — ex-police tactical leader, author of Fighting Blind, and leadership coach — to explore: - what it means to be guided by your soul, not your ego - redefining masculinity through stillness, patience and presence - lessons from Iraq, police tactical operations and culture change programs - how leaders collapse under complexity when they cling to control From Sound of Music tours in Austria to Special Operations on Sydney rooftops, Shane shares deeply human, practical and philosophical lessons for modern leaders. If you’re curious about how to lead in a world that’s moving faster and becoming harder to control, this conversation will reframe how you see yourself, your decisions and your team. Follow us on Instagram (Rask.Invest) and TikTok (Rask.Invest) for more investing and leadership insights. Topics covered in this Australian Investors Podcast episode - Being guided by your soul, not your ego - Stillness in chaos & emotional regulation - Masculinity, identity and leadership assumptions - Complexity, hierarchy and adaptive leadership - Quantum thinking & decision-making - AI as a leadership challenge, not a tech one - The myths that hold leaders back Resources for this Investors podcast episode Learn more about Shane Horsburgh: Fighting Blind (Shane’s book) TEDx Talk – Redefining Masculinity (2014) LinkedIn: Shane Horsburgh Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Rask sits down with Shane Horsburgh — ex-police tactical leader, author of Fighting Blind, and leadership coach — to explore:

    - what it means to be guided by your soul, not your ego

    - redefining masculinity through stillness, patience and presence

    - lessons from Iraq, police tactical operations and culture change programs

    - how leaders collapse under complexity when they cling to control


    From Sound of Music tours in Austria to Special Operations on Sydney rooftops, Shane shares deeply human, practical and philosophical lessons for modern leaders.


    If you’re curious about how to lead in a world that’s moving faster and becoming harder to control, this conversation will reframe how you see yourself, your decisions and your team.


    Follow us on Instagram (Rask.Invest) and TikTok (Rask.Invest) for more investing and leadership insights.


    Topics covered in this Australian Investors Podcast episode

    - Being guided by your soul, not your ego

    - Stillness in chaos & emotional regulation

    - Masculinity, identity and leadership assumptions

    - Complexity, hierarchy and adaptive leadership

    - Quantum thinking & decision-making

    - AI as a leadership challenge, not a tech one

    - The myths that hold leaders back


    Resources for this Investors podcast episode

    Learn more about Shane Horsburgh:

    Fighting Blind (Shane’s book)

    TEDx Talk – Redefining Masculinity (2014)

    LinkedIn: Shane Horsburgh

    Ask a question (select the Investors podcast)

    Visit TermPlus to learn more


    Rask Resources

    All services

    Financial Planning

    Invest with us

    Access Show Notes

    Ask a question

    We love feedback!


    Follow us on social media:

    Instagram: @rask.invest

    TikTok: @rask.invest


    DISCLAIMER:

    This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4527 no     4 micro cap ASX stocks for 2026: RHI, EZL, RDY & SRZ [Part 3/3] https://www.raskmedia.com.au/2025/12/27/4-micro-cap-asx-stocks-for-2026-rhi-ezl-rdy-srz-part-3-3/ In this Australian Investors Podcast episode, your host Owen Rask speaks with Luke Laretive and Ben Richards of Seneca Financial Solutions about: – Red Hill Minerals (RHI): 11% yield and exposure to MIN’s Onslow Iron – Euroz Hartleys (EZL): WA broker with history of capital returns – ReadyTech (RDY): takeover target and still the cheapest ASX software stock? – Stellar Resources (SRZ): under-the-radar commodity & potential M&A upside If you love learning about micro cap ASX stocks with huge upside, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Red Hill Minerals (RHI): gross yield of 11% and cash machine upside – Euroz Hartleys (EZL): WA broker with another capital return coming? – ReadyTech (RDY): software business overlooked by the market – Stellar Resources (SRZ): tin exposure and a neighbour lurking as acquirer? Resources for This Episode 📄 Get more insights from Luke & Ben: – Seneca Financial Solutions – Good Research (for DIY investors) Show partner resources Visit TermPlus to learn more Rask Resources 🔗 Explore all Rask services 📋 Get Financial Planning 📈 Start investing with Rask 📜 Access Show Notes ❓ Ask a question – just select the Investors Podcast 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. #ASX #MicroCaps #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 26 Dec 2025 20:00:00 -0000 4 micro cap ASX stocks for 2026: RHI, EZL, RDY & SRZ [Part 3/3] full Rask Discover ASX micro caps with big upside on the Australian Investors Podcast. Red Hill Minerals, Euroz Hartleys, ReadyTech and Stellar Resources analysed. In this Australian Investors Podcast episode, your host Owen Rask speaks with Luke Laretive and Ben Richards of Seneca Financial Solutions about: – Red Hill Minerals (RHI): 11% yield and exposure to MIN’s Onslow Iron – Euroz Hartleys (EZL): WA broker with history of capital returns – ReadyTech (RDY): takeover target and still the cheapest ASX software stock? – Stellar Resources (SRZ): under-the-radar commodity & potential M&A upside If you love learning about micro cap ASX stocks with huge upside, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Red Hill Minerals (RHI): gross yield of 11% and cash machine upside – Euroz Hartleys (EZL): WA broker with another capital return coming? – ReadyTech (RDY): software business overlooked by the market – Stellar Resources (SRZ): tin exposure and a neighbour lurking as acquirer? Resources for This Episode 📄 Get more insights from Luke & Ben: – Seneca Financial Solutions – Good Research (for DIY investors) Show partner resources Visit TermPlus to learn more Rask Resources 🔗 Explore all Rask services 📋 Get Financial Planning 📈 Start investing with Rask 📜 Access Show Notes ❓ Ask a question – just select the Investors Podcast 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. #ASX #MicroCaps #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Rask speaks with Luke Laretive and Ben Richards of Seneca Financial Solutions about:


    – Red Hill Minerals (RHI): 11% yield and exposure to MIN’s Onslow Iron

    – Euroz Hartleys (EZL): WA broker with history of capital returns

    – ReadyTech (RDY): takeover target and still the cheapest ASX software stock?

    – Stellar Resources (SRZ): under-the-radar commodity & potential M&A upside


    If you love learning about micro cap ASX stocks with huge upside, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

    Follow us on Instagram and TikTok for more investing insights.


    Topics Covered

    – Red Hill Minerals (RHI): gross yield of 11% and cash machine upside

    – Euroz Hartleys (EZL): WA broker with another capital return coming?

    – ReadyTech (RDY): software business overlooked by the market

    – Stellar Resources (SRZ): tin exposure and a neighbour lurking as acquirer?


    Resources for This Episode

    📄 Get more insights from Luke & Ben:

    – Seneca Financial Solutions

    – Good Research (for DIY investors)


    Show partner resources

    Visit TermPlus to learn more


    Rask Resources

    🔗 Explore all Rask services

    📋 Get Financial Planning

    📈 Start investing with Rask

    📜 Access Show Notes

    ❓ Ask a question – just select the Investors Podcast


    📲 Follow us on social media:

    – Instagram: @rask.invest

    – TikTok: @rask.invest


    DISCLAIMER

    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.

    #ASX #MicroCaps #AustralianInvestorsPodcast

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2412 no     4 small-cap ASX stocks with serious upside [Part 2/3] https://www.raskmedia.com.au/2025/12/24/4-small-cap-asx-stocks-with-serious-upside-part-2-3/ In this Australian Investors Podcast episode, your host Owen Rask speaks with Luke Laretive and Ben Richards of Seneca Financial Solutions about: – Symal (SYL): a newly listed boring business in the best way – Emeco (EHL): discounted to NTA and a potential takeover target – HMC Capital (HMC): 3 big issues, but plenty of hidden value – Qoria (QOR): cyber safety stock with overlooked tailwinds If you love learning about ASX small caps with big upside, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Symal (SYL): recent IPO, trading at 10x earnings vs peers on 15–20x – Emeco (EHL): capital returns ahead? Insiders buying? – HMC Capital (HMC): unloved, but a real asset management business – Qoria (QOR): overlooked leader in cyber safety software Resources for This Episode 📄 Get more insights from Luke & Ben: – Seneca Financial Solutions – Good Research (for DIY investors) Show partner resources -Visit TermPlus to learn more Rask Resources 🔗 Explore all Rask services 📋 Get Financial Planning 📈 Start investing with Rask 📜 Access Show Notes ❓ Ask a question – just select the Investors Podcast 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. #SmallCaps #ASX #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 23 Dec 2025 20:00:00 -0000 4 small-cap ASX stocks with serious upside [Part 2/3] full Rask Explore ASX small caps with upside on the Australian Investors Podcast. Symal, Emeco, HMC Capital and Qoria analysed with Seneca Financial Solutions. In this Australian Investors Podcast episode, your host Owen Rask speaks with Luke Laretive and Ben Richards of Seneca Financial Solutions about: – Symal (SYL): a newly listed boring business in the best way – Emeco (EHL): discounted to NTA and a potential takeover target – HMC Capital (HMC): 3 big issues, but plenty of hidden value – Qoria (QOR): cyber safety stock with overlooked tailwinds If you love learning about ASX small caps with big upside, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Symal (SYL): recent IPO, trading at 10x earnings vs peers on 15–20x – Emeco (EHL): capital returns ahead? Insiders buying? – HMC Capital (HMC): unloved, but a real asset management business – Qoria (QOR): overlooked leader in cyber safety software Resources for This Episode 📄 Get more insights from Luke & Ben: – Seneca Financial Solutions – Good Research (for DIY investors) Show partner resources -Visit TermPlus to learn more Rask Resources 🔗 Explore all Rask services 📋 Get Financial Planning 📈 Start investing with Rask 📜 Access Show Notes ❓ Ask a question – just select the Investors Podcast 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. #SmallCaps #ASX #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Rask speaks with Luke Laretive and Ben Richards of Seneca Financial Solutions about: – Symal (SYL): a newly listed boring business in the best way – Emeco (EHL): discounted to NTA and a potential takeover target – HMC Capital (HMC): 3 big issues, but plenty of hidden value – Qoria (QOR): cyber safety stock with overlooked tailwinds

    If you love learning about ASX small caps with big upside, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Symal (SYL): recent IPO, trading at 10x earnings vs peers on 15–20x – Emeco (EHL): capital returns ahead? Insiders buying? – HMC Capital (HMC): unloved, but a real asset management business – Qoria (QOR): overlooked leader in cyber safety software Resources for This Episode 📄 Get more insights from Luke & Ben: – Seneca Financial Solutions – Good Research (for DIY investors)

    Show partner resources

    -Visit TermPlus to learn more


    Rask Resources 🔗 Explore all Rask services 📋 Get Financial Planning 📈 Start investing with Rask 📜 Access Show Notes ❓ Ask a question – just select the Investors Podcast


    📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. #SmallCaps #ASX #AustralianInvestorsPodcast

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2627 no     4 ASX stocks to watch in 2026: REA, WTC, NXG & S32 [Part 1/3] https://www.raskmedia.com.au/2025/12/22/4-asx-stocks-to-watch-in-2026-rea-wtc-nxg-s32/ In this Australian Investors Podcast episode, your host Owen Rask speaks with Luke Laretive and Ben Richards of Seneca Financial Solutions about: – Why REA Group (REA) could keep winning despite the noise – WiseTech Global (WTC): sticky, high-margin, misunderstood – NexGen Energy (NXG): exposure to the world’s best uranium asset? – South32 (S32): this base metals stock is completely unloved If you love learning about quality mid/large cap ASX companies, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – REA Group (REA): still a monopoly with pricing power – WiseTech Global (WTC): logistics software juggernaut – NexGen Energy (NXG): overlooked uranium upside – South32 (S32): a cyclical contrarian opportunity Resources for This Episode 📄 Get more insights from Luke & Ben: – Seneca Financial Solutions – Good Research (for DIY investors) Show partner resources - Visit TermPlus to learn more Rask Resources 🔗 Explore all Rask services 📋 Get Financial Planning 📈 Start investing with Rask 📜 Access Show Notes ❓ Ask a question – just select the Investors Podcast 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. #ASX #Investing #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Sun, 21 Dec 2025 20:00:00 -0000 4 ASX stocks to watch in 2026: REA, WTC, NXG & S32 full Rask Discover quality ASX mid and large caps with the Australian Investors Podcast. REA, WiseTech, NexGen and South32 analysed with Seneca Financial Solutions. In this Australian Investors Podcast episode, your host Owen Rask speaks with Luke Laretive and Ben Richards of Seneca Financial Solutions about: – Why REA Group (REA) could keep winning despite the noise – WiseTech Global (WTC): sticky, high-margin, misunderstood – NexGen Energy (NXG): exposure to the world’s best uranium asset? – South32 (S32): this base metals stock is completely unloved If you love learning about quality mid/large cap ASX companies, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – REA Group (REA): still a monopoly with pricing power – WiseTech Global (WTC): logistics software juggernaut – NexGen Energy (NXG): overlooked uranium upside – South32 (S32): a cyclical contrarian opportunity Resources for This Episode 📄 Get more insights from Luke & Ben: – Seneca Financial Solutions – Good Research (for DIY investors) Show partner resources - Visit TermPlus to learn more Rask Resources 🔗 Explore all Rask services 📋 Get Financial Planning 📈 Start investing with Rask 📜 Access Show Notes ❓ Ask a question – just select the Investors Podcast 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. #ASX #Investing #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Rask speaks with Luke Laretive and Ben Richards of Seneca Financial Solutions about: – Why REA Group (REA) could keep winning despite the noise – WiseTech Global (WTC): sticky, high-margin, misunderstood – NexGen Energy (NXG): exposure to the world’s best uranium asset? – South32 (S32): this base metals stock is completely unloved If you love learning about quality mid/large cap ASX companies, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – REA Group (REA): still a monopoly with pricing power – WiseTech Global (WTC): logistics software juggernaut – NexGen Energy (NXG): overlooked uranium upside – South32 (S32): a cyclical contrarian opportunity Resources for This Episode 📄 Get more insights from Luke & Ben: – Seneca Financial Solutions – Good Research (for DIY investors)

    Show partner resources

    - Visit TermPlus to learn more


    Rask Resources 🔗 Explore all Rask services 📋 Get Financial Planning 📈 Start investing with Rask 📜 Access Show Notes ❓ Ask a question – just select the Investors Podcast

    📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. #ASX #Investing #AustralianInvestorsPodcast

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2083 no     $10,000 portfolio finale, our best stocks of 2025, AI picks AI stock for AI theme & Deremith's https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode - your finale of the 2 Sense series for 2025 - your host Owen Rask is joined by Dr Andrew Deremith (AKA Drew Meredith) to: - Review 2025 - the year that was… filled with AI - Settle 2 BIG bets made on the show - Name their best stocks of 2025 - Name 1 stock pick for 2026 - Provide an overview of ways to profit from AI - Provide a teaser about the Rask 2026 stock market game… If you love learning about quality mid/large cap ASX companies, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Resources for This Episode Get more insights from Rask: Rask newsletter (Owen's deep dives, every Sunday) Rask Core (our stock & ETF research) Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 19 Dec 2025 20:00:00 -0000 $10,000 portfolio finale, our best stocks of 2025, AI picks AI stock for AI theme & Deremith's full Rask It's the 2025 2 Sense finale. The year of AI. Owen Rask and Drew Meredith host the final 2 Sense episode on The Australian Investors Podcast for 2025. In this Australian Investors Podcast episode - your finale of the 2 Sense series for 2025 - your host Owen Rask is joined by Dr Andrew Deremith (AKA Drew Meredith) to: - Review 2025 - the year that was… filled with AI - Settle 2 BIG bets made on the show - Name their best stocks of 2025 - Name 1 stock pick for 2026 - Provide an overview of ways to profit from AI - Provide a teaser about the Rask 2026 stock market game… If you love learning about quality mid/large cap ASX companies, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Resources for This Episode Get more insights from Rask: Rask newsletter (Owen's deep dives, every Sunday) Rask Core (our stock & ETF research) Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode - your finale of the 2 Sense series for 2025 - your host Owen Rask is joined by Dr Andrew Deremith (AKA Drew Meredith) to:

    - Review 2025 - the year that was… filled with AI

    - Settle 2 BIG bets made on the show

    - Name their best stocks of 2025

    - Name 1 stock pick for 2026

    - Provide an overview of ways to profit from AI

    - Provide a teaser about the Rask 2026 stock market game…


    If you love learning about quality mid/large cap ASX companies, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!


    Follow us on Instagram and TikTok for more investing insights.


    Resources for This Episode

    Get more insights from Rask:

    Rask newsletter (Owen's deep dives, every Sunday)

    Rask Core (our stock & ETF research)

    Ask a question (select the Investors podcast)

    Visit TermPlus to learn more


    Rask Resources

    All services

    Financial Planning

    Invest with us

    Access Show Notes

    Ask a question

    We love feedback!


    Follow us on social media:

    Instagram: @rask.invest

    TikTok: @rask.invest


    DISCLAIMER:

    This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3700 no     How fixed income indices actually work https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ What does a day in the life of a product manager at S&P Dow Jones look like? Lots and lots of data. Rask’s Mitchell Sneddon sits down to talk with Jessica Tan who the the Principal of Fixed Income Indices at S&P Dow Jones Indices. Jessica breaks down the interesting differences between fixed income markets around the world and uses a bento box to describe how she puts together a fixed income index. We also discuss growing up in Singapore as well as a life changing car accident when she was travelling New Zealand. Resources for this episode Jessica Tan’s bio and articles Buy Gemma’s book “The Money Reset” Ask a question (select the Finance podcast) Show partner resources Join Pearler using code “RASK” for $15 of Pearler Credit Get 50% off your first two months using PocketSmith View Betashares range of funds Rask resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Sun, 14 Dec 2025 20:00:00 -0000 How fixed income indices actually work full Rask Rask’s Mitchell Sneddon sits down to talk with Jessica Tan who the the Principal of Fixed Income Indices at S&P Dow Jones Indices. What does a day in the life of a product manager at S&P Dow Jones look like? Lots and lots of data. Rask’s Mitchell Sneddon sits down to talk with Jessica Tan who the the Principal of Fixed Income Indices at S&P Dow Jones Indices. Jessica breaks down the interesting differences between fixed income markets around the world and uses a bento box to describe how she puts together a fixed income index. We also discuss growing up in Singapore as well as a life changing car accident when she was travelling New Zealand. Resources for this episode Jessica Tan’s bio and articles Buy Gemma’s book “The Money Reset” Ask a question (select the Finance podcast) Show partner resources Join Pearler using code “RASK” for $15 of Pearler Credit Get 50% off your first two months using PocketSmith View Betashares range of funds Rask resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices What does a day in the life of a product manager at S&P Dow Jones look like? Lots and lots of data. Rask’s Mitchell Sneddon sits down to talk with Jessica Tan who the the Principal of Fixed Income Indices at S&P Dow Jones Indices.


    Jessica breaks down the interesting differences between fixed income markets around the world and uses a bento box to describe how she puts together a fixed income index. We also discuss growing up in Singapore as well as a life changing car accident when she was travelling New Zealand.


    Resources for this episode

    Jessica Tan’s bio and articles

    Buy Gemma’s book “The Money Reset”

    Ask a question (select the Finance podcast)


    Show partner resources

    Join Pearler using code “RASK” for $15 of Pearler Credit

    Get 50% off your first two months using PocketSmith

    View Betashares range of funds


    Rask resources

    All services

    Financial Planning

    Invest with us

    Access Show Notes

    Ask a question

    We love feedback!


    Follow us on social media:

    Instagram: @rask.invest

    TikTok: @rask.invest


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2017 no     Peter Phan from Castlereagh Equity - Mental Models [Throwback] https://www.raskmedia.com.au/2021/03/10/interview-peter-phan-castlereagh-equity/ Peter Phan is the Portfolio Manager of Castlereagh Equity. Many Australian investors already know Peter from his time blogging and due to his activity on Twitter. This podcast is epic, unfiltered, barely edited and raw. I barely edited this audio file. It took place remotely, so the audio file is a little rough. Consider wearing your headphones. You’ve probably seen this episode come up in your feed and noticed this podcast is also the longest I have ever recorded. My wife said I should break it up into parts. However, if I did that, it would the diehard investors and learners may miss the deep signal Peter covers during the next two and a half hours. In this conversation, Peter covers everything from card counting and probability, mental models for analysing management or yourself, valuations and modelling outcomes, including examples in United Overseas Australia (ASX: UOS) and Data#3 Ltd (ASX: DTL). @60 minutes - how Peter invests In the first 60 minutes Peter sets the groundwork for the entire conversation. If you’re most interested in how he invests and the models he applies to his investing, jump forward to around 60 minutes into the conversation. At the very end of the conversation, around 2 hours and 26 minutes in, Peter answers three questions, including is it ok for non-investors to follow the efficient market hypothesis and invest passively, does an investment committee work and does a fund manager need business experience? His answers are fascinating. I hope you stick around for the full discussion and as always I hope you enjoy this conversation with Peter Phan of Castlereagh Equity. Companies mentioned: United Overseas Australia (ASX: UOS), Data#3 Ltd (ASX: DTL) Resources for this episode Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 12 Dec 2025 20:00:00 -0000 Peter Phan from Castlereagh Equity - Mental Models [Throwback] full Rask Peter Phan is the Portfolio Manager of Castlereagh Equity. Many Australian investors already know Peter from his time blogging and due to his activity on Twitter. Peter Phan is the Portfolio Manager of Castlereagh Equity. Many Australian investors already know Peter from his time blogging and due to his activity on Twitter. This podcast is epic, unfiltered, barely edited and raw. I barely edited this audio file. It took place remotely, so the audio file is a little rough. Consider wearing your headphones. You’ve probably seen this episode come up in your feed and noticed this podcast is also the longest I have ever recorded. My wife said I should break it up into parts. However, if I did that, it would the diehard investors and learners may miss the deep signal Peter covers during the next two and a half hours. In this conversation, Peter covers everything from card counting and probability, mental models for analysing management or yourself, valuations and modelling outcomes, including examples in United Overseas Australia (ASX: UOS) and Data#3 Ltd (ASX: DTL). @60 minutes - how Peter invests In the first 60 minutes Peter sets the groundwork for the entire conversation. If you’re most interested in how he invests and the models he applies to his investing, jump forward to around 60 minutes into the conversation. At the very end of the conversation, around 2 hours and 26 minutes in, Peter answers three questions, including is it ok for non-investors to follow the efficient market hypothesis and invest passively, does an investment committee work and does a fund manager need business experience? His answers are fascinating. I hope you stick around for the full discussion and as always I hope you enjoy this conversation with Peter Phan of Castlereagh Equity. Companies mentioned: United Overseas Australia (ASX: UOS), Data#3 Ltd (ASX: DTL) Resources for this episode Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Peter Phan is the Portfolio Manager of Castlereagh Equity. Many Australian investors already know Peter from his time blogging and due to his activity on Twitter.


    This podcast is epic, unfiltered, barely edited and raw. I barely edited this audio file.


    It took place remotely, so the audio file is a little rough. Consider wearing your headphones.


    You’ve probably seen this episode come up in your feed and noticed this podcast is also the longest I have ever recorded. My wife said I should break it up into parts. However, if I did that, it would the diehard investors and learners may miss the deep signal Peter covers during the next two and a half hours.


    In this conversation, Peter covers everything from card counting and probability, mental models for analysing management or yourself, valuations and modelling outcomes, including examples in United Overseas Australia (ASX: UOS) and Data#3 Ltd (ASX: DTL).


    @60 minutes - how Peter invests


    In the first 60 minutes Peter sets the groundwork for the entire conversation. If you’re most interested in how he invests and the models he applies to his investing, jump forward to around 60 minutes into the conversation.


    At the very end of the conversation, around 2 hours and 26 minutes in, Peter answers three questions, including is it ok for non-investors to follow the efficient market hypothesis and invest passively, does an investment committee work and does a fund manager need business experience? His answers are fascinating.


    I hope you stick around for the full discussion and as always I hope you enjoy this conversation with Peter Phan of Castlereagh Equity.


    Companies mentioned: United Overseas Australia (ASX: UOS), Data#3 Ltd (ASX: DTL)


    Resources for this episode

    Ask a question (select the Investors podcast)

    Visit TermPlus to learn more


    Rask Resources

    All services

    Financial Planning

    Invest with us

    Access Show Notes

    Ask a question

    We love feedback!


    Follow us on social media:

    Instagram: @rask.invest

    TikTok: @rask.invest


    DISCLAIMER:

    This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     9690 no     Gary Hui on shorting A2 Milk, why narratives lie & building deep research edge at Geometrica https://www.raskmedia.com.au/2025/11/28/why-narratives-l…ge-at-geometrica/ In this Australian Investors Podcast episode, your host Mitchell Sneddon is joined by Gary Hui, portfolio manager at Geometrica Fund, a Sydney-based global long-short hedge fund. Gary doesn’t follow market narratives — he follows hard data. In this episode, Mitchell and Gary discuss: – Why narratives like founder-led businesses are often misleading – How Geometrica surveyed thousands of WeChat users & port data to short A2 Milk – Why ResMed’s fall was wrongly blamed on GLP-1s like Ozempic – The process of building a deep research edge using alternative data Topics Covered – Gary’s career journey: from JP Morgan to founding Geometrica – Why “good management” and “founder-led” are useless investing shortcuts – How Geometrica defines edge through logic, maths & raw data – Dissecting the A2 Milk short: port data, WeChat bots & channel stuffing – ResMed’s misunderstood GLP-1 narrative vs actual gross margin drivers – Building deep logic models and rejecting conventional wisdom – How the team finds asymmetric bets with massive skew – The role of volatility, balance sheet turnarounds & crowd psychology – Why some of the best shorts started as long ideas – How Gary views valuation as a proxy for popularity, not truth Episode Resources: Geometrica Fund case studies Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 09 Dec 2025 20:00:00 -0000 Gary Hui on shorting A2 Milk, why narratives lie & building deep research edge at Geometrica full Rask Geometrica Fund portfolio manager Gary Hui reveals how his team uses proprietary data, logic-driven research, and contrarian thinking to profit from market inefficiencies. He breaks down shorts like A2 Milk, mispriced narratives like ResMed, and why he ignores founder-led hype and focuses on raw data. In this Australian Investors Podcast episode, your host Mitchell Sneddon is joined by Gary Hui, portfolio manager at Geometrica Fund, a Sydney-based global long-short hedge fund. Gary doesn’t follow market narratives — he follows hard data. In this episode, Mitchell and Gary discuss: – Why narratives like founder-led businesses are often misleading – How Geometrica surveyed thousands of WeChat users & port data to short A2 Milk – Why ResMed’s fall was wrongly blamed on GLP-1s like Ozempic – The process of building a deep research edge using alternative data Topics Covered – Gary’s career journey: from JP Morgan to founding Geometrica – Why “good management” and “founder-led” are useless investing shortcuts – How Geometrica defines edge through logic, maths & raw data – Dissecting the A2 Milk short: port data, WeChat bots & channel stuffing – ResMed’s misunderstood GLP-1 narrative vs actual gross margin drivers – Building deep logic models and rejecting conventional wisdom – How the team finds asymmetric bets with massive skew – The role of volatility, balance sheet turnarounds & crowd psychology – Why some of the best shorts started as long ideas – How Gary views valuation as a proxy for popularity, not truth Episode Resources: Geometrica Fund case studies Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Mitchell Sneddon is joined by Gary Hui, portfolio manager at Geometrica Fund, a Sydney-based global long-short hedge fund. Gary doesn’t follow market narratives — he follows hard data. In this episode, Mitchell and Gary discuss: – Why narratives like founder-led businesses are often misleading – How Geometrica surveyed thousands of WeChat users & port data to short A2 Milk – Why ResMed’s fall was wrongly blamed on GLP-1s like Ozempic – The process of building a deep research edge using alternative data Topics Covered – Gary’s career journey: from JP Morgan to founding Geometrica – Why “good management” and “founder-led” are useless investing shortcuts – How Geometrica defines edge through logic, maths & raw data – Dissecting the A2 Milk short: port data, WeChat bots & channel stuffing – ResMed’s misunderstood GLP-1 narrative vs actual gross margin drivers – Building deep logic models and rejecting conventional wisdom – How the team finds asymmetric bets with massive skew – The role of volatility, balance sheet turnarounds & crowd psychology – Why some of the best shorts started as long ideas – How Gary views valuation as a proxy for popularity, not truth Episode Resources: Geometrica Fund case studies

    Ask a question (select the Investors podcast)

    Visit TermPlus to learn more


    Rask Resources

    All services

    Financial Planning

    Invest with us

    Access Show Notes

    Ask a question

    We love feedback!


    Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest

    Instagram: @rask.invest

    TikTok: @rask.invest

    DISCLAIMER:

    This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG):

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3087 no     Is the RBA hiking rates? Retirees chasing alpha, Collins Foods and a REIT deep dive https://www.raskmedia.com.au/2025/12/04/RBA RATE RISE debate! Should retirees chase alpha?/ Inflation spiked to 3.8% in October, driven by higher electricity and food costs. Economist Warren Hogan is calling for the RBA to raise rates by at least 25 basis points - possibly 40bp to get the cash rate back to 4%. Is Dr Deremith's famous "it's a no" prediction about to be proven wrong? A first interest rate rise in more than two years could be on the cards in 2026 after underlying inflation also increased to 3.3%, above the RBA's forecast of 3.2%. In this Australian Investors Podcast episode, Owen Rask and Drew Meredith debate the RBA's next move, tackle whether retirees should even bother chasing alpha in their portfolios, and dissect two contrasting retail stories. Collins Foods (KFC operator) is flying, but shares tanked. The company upgraded its profit outlook after delivering record first-half revenue of $750.3 million. They're now targeting year-on-year net profit growth in the mid-to-high teens (up from low-to-mid teens). Net profit rose 12.7% to $27.2 million, and they increased the interim dividend from 11¢ to 13¢. They are banking on the Banh Mi strategy to work! Metcash is struggling. The IGA/Mitre 10 owner tumbled 9.2% to $3.36 after reporting just 0.1% revenue growth to $8.48 billion, missing expectations. Food earnings were resilient (EBIT up 3.5%), but liquor EBIT fell 11.4% and hardware dropped 4.2%. Drew shares his first Tesla driving experience. They explore why data centres and energy are the future with Macquarie Tech's massive 47MW AI data centre opening. Plus: Property ETF strategies, when to shift to geared funds, and why tradies are earning $122k-$156k while we're stuck talking stocks. If you like this Australian Investors Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today:  Is an RBA rate rise coming? - Inflation hits 3.8%, Warren Hogan calls for 25-40bp hike, Dr Deremith says no Should retirees chase alpha? - Portfolio strategy debate for retirement phase Collins Foods crushes it - KFC operator upgrades profit outlook, record $750m revenue, mid-high teens growth Metcash tumbles 9.2% - IGA/Mitre 10 owner misses revenue expectations, liquor and hardware weak Drew drives his first Tesla - Full review and experience Data centres & energy boom - Macquarie Tech's 47MW AI data centre, Sydney's only new AI capacity in 2026 Property ETF strategies - VAP vs GLPR vs Charter Hall Long WALE REIT (CLW) When to shift to geared funds? - NDQ to GNDQ timing strategies Tradie wages shock - Miners $156k/year, sparkies/plumbers $122k Resources for this episode Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 05 Dec 2025 20:00:00 -0000 Is the RBA hiking rates? Retirees chasing alpha, Collins Foods and a REIT deep dive full Rask Is the RBA hiking rates after 3.8% inflation spike? Should retirees chase alpha in portfolios? Collins Foods upgrades profit after record revenue. Metcash tumbles 9.2%. Plus: Drew drives Tesla & data centre boom. Inflation spiked to 3.8% in October, driven by higher electricity and food costs. Economist Warren Hogan is calling for the RBA to raise rates by at least 25 basis points - possibly 40bp to get the cash rate back to 4%. Is Dr Deremith's famous "it's a no" prediction about to be proven wrong? A first interest rate rise in more than two years could be on the cards in 2026 after underlying inflation also increased to 3.3%, above the RBA's forecast of 3.2%. In this Australian Investors Podcast episode, Owen Rask and Drew Meredith debate the RBA's next move, tackle whether retirees should even bother chasing alpha in their portfolios, and dissect two contrasting retail stories. Collins Foods (KFC operator) is flying, but shares tanked. The company upgraded its profit outlook after delivering record first-half revenue of $750.3 million. They're now targeting year-on-year net profit growth in the mid-to-high teens (up from low-to-mid teens). Net profit rose 12.7% to $27.2 million, and they increased the interim dividend from 11¢ to 13¢. They are banking on the Banh Mi strategy to work! Metcash is struggling. The IGA/Mitre 10 owner tumbled 9.2% to $3.36 after reporting just 0.1% revenue growth to $8.48 billion, missing expectations. Food earnings were resilient (EBIT up 3.5%), but liquor EBIT fell 11.4% and hardware dropped 4.2%. Drew shares his first Tesla driving experience. They explore why data centres and energy are the future with Macquarie Tech's massive 47MW AI data centre opening. Plus: Property ETF strategies, when to shift to geared funds, and why tradies are earning $122k-$156k while we're stuck talking stocks. If you like this Australian Investors Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today:  Is an RBA rate rise coming? - Inflation hits 3.8%, Warren Hogan calls for 25-40bp hike, Dr Deremith says no Should retirees chase alpha? - Portfolio strategy debate for retirement phase Collins Foods crushes it - KFC operator upgrades profit outlook, record $750m revenue, mid-high teens growth Metcash tumbles 9.2% - IGA/Mitre 10 owner misses revenue expectations, liquor and hardware weak Drew drives his first Tesla - Full review and experience Data centres & energy boom - Macquarie Tech's 47MW AI data centre, Sydney's only new AI capacity in 2026 Property ETF strategies - VAP vs GLPR vs Charter Hall Long WALE REIT (CLW) When to shift to geared funds? - NDQ to GNDQ timing strategies Tradie wages shock - Miners $156k/year, sparkies/plumbers $122k Resources for this episode Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Inflation spiked to 3.8% in October, driven by higher electricity and food costs. Economist Warren Hogan is calling for the RBA to raise rates by at least 25 basis points - possibly 40bp to get the cash rate back to 4%.

    Is Dr Deremith's famous "it's a no" prediction about to be proven wrong? A first interest rate rise in more than two years could be on the cards in 2026 after underlying inflation also increased to 3.3%, above the RBA's forecast of 3.2%.

    In this Australian Investors Podcast episode, Owen Rask and Drew Meredith debate the RBA's next move, tackle whether retirees should even bother chasing alpha in their portfolios, and dissect two contrasting retail stories.

    Collins Foods (KFC operator) is flying, but shares tanked. The company upgraded its profit outlook after delivering record first-half revenue of $750.3 million. They're now targeting year-on-year net profit growth in the mid-to-high teens (up from low-to-mid teens). Net profit rose 12.7% to $27.2 million, and they increased the interim dividend from 11¢ to 13¢. They are banking on the Banh Mi strategy to work!

    Metcash is struggling. The IGA/Mitre 10 owner tumbled 9.2% to $3.36 after reporting just 0.1% revenue growth to $8.48 billion, missing expectations. Food earnings were resilient (EBIT up 3.5%), but liquor EBIT fell 11.4% and hardware dropped 4.2%.

    Drew shares his first Tesla driving experience. They explore why data centres and energy are the future with Macquarie Tech's massive 47MW AI data centre opening. Plus: Property ETF strategies, when to shift to geared funds, and why tradies are earning $122k-$156k while we're stuck talking stocks.

    If you like this Australian Investors Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.

    Topics covered today: 

    Is an RBA rate rise coming? - Inflation hits 3.8%, Warren Hogan calls for 25-40bp hike, Dr Deremith says no

    Should retirees chase alpha? - Portfolio strategy debate for retirement phase

    Collins Foods crushes it - KFC operator upgrades profit outlook, record $750m revenue, mid-high teens growth

    Metcash tumbles 9.2% - IGA/Mitre 10 owner misses revenue expectations, liquor and hardware weak

    Drew drives his first Tesla - Full review and experience

    Data centres & energy boom - Macquarie Tech's 47MW AI data centre, Sydney's only new AI capacity in 2026

    Property ETF strategies - VAP vs GLPR vs Charter Hall Long WALE REIT (CLW)

    When to shift to geared funds? - NDQ to GNDQ timing strategies


    Tradie wages shock - Miners $156k/year, sparkies/plumbers $122k


    Resources for this episode

    Ask a question (select the Investors podcast)

    Visit TermPlus to learn more


    Rask Resources

    All services

    Financial Planning

    Invest with us

    Access Show Notes

    Ask a question

    We love feedback!


    Follow us on social media:

    Instagram: @rask.invest

    TikTok: @rask.invest


    DISCLAIMER:

    This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3442 no     Inside Euphemia’s family office: Backing women-led, climate & fintech startups https://www.raskmedia.com.au/2025/12/10/inside-euphemia-backing-women-led-climate-fintech-startups/ In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Judy Anderson-Firth, CEO of Euphemia. Together they discuss the inside story of how one of Australia’s most progressive family offices invests with purpose—backing fintech, climate tech and women-led startups. Learn how Euphemia’s investment strategy works, the red flags to watch for, and what it means to be a “network-powered” investor Topics Covered – The origin story of Euphemia & Judy’s role as CEO – Why 80%+ of Euphemia’s assets are in venture capital – Their investment thesis: fintech, climate tech, and women-led startups – How Euphemia supports founders beyond the cheque – Why investing in women isn’t just ethical—it’s good business – Red flags Euphemia looks for during due diligence – Lessons learned from startup investing & syndicate building – How investors can start supporting diverse founders today – How Euphemia invests Dom Pym’s family wealth – The venture capital strategies behind backing bold founders – Why Euphemia focuses on fintech, climate tech & women-led startups – How investors can address systemic bias in venture capital If you love learning about venture capital, founder investing and impact-driven portfolios, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Show partner resources - Visit TermPlus to learn more Resources for This Episode – Triple Bubble – Fintech fund powered by Euphemia – Judy Anderson’s LinkedIn – UBS: Gender Lens Investing Report 2025 – BCG: Why women-owned startups are a better bet (2018) – First Round Capital – 10 Year Study on Startup Trends Rask Resources 🔗 Explore all Rask services 📋 Get Financial Planning 📈 Start investing with Rask 📜 Access Show Notes ❓ Ask a question – just select the Investors Podcast 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 02 Dec 2025 20:00:00 -0000 Inside Euphemia’s family office: Backing women-led, climate & fintech startups full Rask Euphemia CEO Judy Anderson-Firth reveals how the family office backs fintech, climate tech, and women-led startups for purpose and profit. In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Judy Anderson-Firth, CEO of Euphemia. Together they discuss the inside story of how one of Australia’s most progressive family offices invests with purpose—backing fintech, climate tech and women-led startups. Learn how Euphemia’s investment strategy works, the red flags to watch for, and what it means to be a “network-powered” investor Topics Covered – The origin story of Euphemia & Judy’s role as CEO – Why 80%+ of Euphemia’s assets are in venture capital – Their investment thesis: fintech, climate tech, and women-led startups – How Euphemia supports founders beyond the cheque – Why investing in women isn’t just ethical—it’s good business – Red flags Euphemia looks for during due diligence – Lessons learned from startup investing & syndicate building – How investors can start supporting diverse founders today – How Euphemia invests Dom Pym’s family wealth – The venture capital strategies behind backing bold founders – Why Euphemia focuses on fintech, climate tech & women-led startups – How investors can address systemic bias in venture capital If you love learning about venture capital, founder investing and impact-driven portfolios, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Show partner resources - Visit TermPlus to learn more Resources for This Episode – Triple Bubble – Fintech fund powered by Euphemia – Judy Anderson’s LinkedIn – UBS: Gender Lens Investing Report 2025 – BCG: Why women-owned startups are a better bet (2018) – First Round Capital – 10 Year Study on Startup Trends Rask Resources 🔗 Explore all Rask services 📋 Get Financial Planning 📈 Start investing with Rask 📜 Access Show Notes ❓ Ask a question – just select the Investors Podcast 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Judy Anderson-Firth, CEO of Euphemia. Together they discuss the inside story of how one of Australia’s most progressive family offices invests with purpose—backing fintech, climate tech and women-led startups.


    Learn how Euphemia’s investment strategy works, the red flags to watch for, and what it means to be a “network-powered” investor Topics Covered – The origin story of Euphemia & Judy’s role as CEO – Why 80%+ of Euphemia’s assets are in venture capital – Their investment thesis: fintech, climate tech, and women-led startups – How Euphemia supports founders beyond the cheque – Why investing in women isn’t just ethical—it’s good business – Red flags Euphemia looks for during due diligence – Lessons learned from startup investing & syndicate building – How investors can start supporting diverse founders today – How Euphemia invests Dom Pym’s family wealth – The venture capital strategies behind backing bold founders – Why Euphemia focuses on fintech, climate tech & women-led startups – How investors can address systemic bias in venture capital If you love learning about venture capital, founder investing and impact-driven portfolios, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights.


    Show partner resources


    - Visit TermPlus to learn more


    Resources for This Episode – Triple Bubble – Fintech fund powered by Euphemia – Judy Anderson’s LinkedIn – UBS: Gender Lens Investing Report 2025 – BCG: Why women-owned startups are a better bet (2018) – First Round Capital – 10 Year Study on Startup Trends


    Rask Resources 🔗 Explore all Rask services 📋 Get Financial Planning 📈 Start investing with Rask 📜 Access Show Notes ❓ Ask a question – just select the Investors Podcast

    📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3762 no     How indices are built - a technical deep dive with Jason Ye https://www.raskmedia.com.au/2025/11/27/how-indices-are-…ve-with-jason-ye/ In this Australian Investors Podcast episode, your host Owen Rask speaks with Jason Ye, Director, Factors and Dividends, S&P Dow Jones Indices. Together they discuss: – How indices like the S&P 500 and ASX 200 are constructed – The logic and application of factor investing – Dividend indices and their use in Australian investing – The rise and role of ETFs and their relationship with S&P indices Topics Covered – How Jason Ye built his career in factor-based investing and indexing – History and function of S&P Dow Jones Indices – How benchmark indices like the S&P 500 and ASX 200 are built – How factor indices work (dividends, value, quality, momentum, GARP) – How ETFs use indices and the licensing process – Why dividend investing is so popular in Australia – Yield strategies and the structure of dividend indices like aristocrats – What makes a good index and why index governance matters – Future of indexing: AI, free cash flow, and global product expansion Resources for this episode: Jason's bio Research to measure sustainable dividend yield Research and Indexology Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Sun, 30 Nov 2025 20:00:00 -0000 How indices are built - a technical deep dive with Jason Ye full Rask S&P Dow Jones Indices product manager Jason Ye explains how indices like the S&P 500 and ASX 200 are constructed, why factor investing is a powerful framework for long-term investing, and how ETFs use index strategies to deliver performance. In this Australian Investors Podcast episode, your host Owen Rask speaks with Jason Ye, Director, Factors and Dividends, S&P Dow Jones Indices. Together they discuss: – How indices like the S&P 500 and ASX 200 are constructed – The logic and application of factor investing – Dividend indices and their use in Australian investing – The rise and role of ETFs and their relationship with S&P indices Topics Covered – How Jason Ye built his career in factor-based investing and indexing – History and function of S&P Dow Jones Indices – How benchmark indices like the S&P 500 and ASX 200 are built – How factor indices work (dividends, value, quality, momentum, GARP) – How ETFs use indices and the licensing process – Why dividend investing is so popular in Australia – Yield strategies and the structure of dividend indices like aristocrats – What makes a good index and why index governance matters – Future of indexing: AI, free cash flow, and global product expansion Resources for this episode: Jason's bio Research to measure sustainable dividend yield Research and Indexology Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Rask speaks with Jason Ye, Director, Factors and Dividends, S&P Dow Jones Indices.

    Together they discuss: – How indices like the S&P 500 and ASX 200 are constructed – The logic and application of factor investing – Dividend indices and their use in Australian investing – The rise and role of ETFs and their relationship with S&P indices Topics Covered – How Jason Ye built his career in factor-based investing and indexing – History and function of S&P Dow Jones Indices – How benchmark indices like the S&P 500 and ASX 200 are built – How factor indices work (dividends, value, quality, momentum, GARP) – How ETFs use indices and the licensing process – Why dividend investing is so popular in Australia – Yield strategies and the structure of dividend indices like aristocrats – What makes a good index and why index governance matters – Future of indexing: AI, free cash flow, and global product expansion Resources for this episode:

    Jason's bio

    Research to measure sustainable dividend yield

    Research and Indexology


    Rask Resources

    All services

    Financial Planning

    Invest with us

    Access Show Notes

    Ask a question

    We love feedback!


    Follow us on social media:

    Instagram: @rask.invest

    TikTok: @rask.invest

    DISCLAIMER:

    This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3144 no     Alphabet (GOOG) is the real winner of AI - here's why https://www.raskmedia.com.au/2025/11/29/alphabets-chip-play-the-real-ai-winner/ Alphabet (Google) is making its own chips. What kind? Why now? And could this make Alphabet - not NVIDIA - the ultimate winner in the AI race? In this Australian Investors Podcast episode, Owen Rask and Drew Meredith break down why Alphabet could be the big AI winner, dissect the ASX meltdown, and deliver a comprehensive fixed income masterclass. While NVIDIA grabs headlines with another massive earnings beat, Alphabet's vertical integration strategy might be the smarter long-term play. By controlling the entire AI stack - from custom chips to Search, YouTube, and Cloud infrastructure - Google could dominate AI economics in a way that pure chipmakers can't. This changes everything about the Magnificent 7 calculus. Meanwhile, the ASX just wiped $40 billion in value as the market selloff continues. What's driving the crash and what should investors do? Major news: Macquarie Asset Management just made its largest-ever Australian infrastructure bet - an $11.6 billion takeover offer for Qube Holdings at $5.20 per share. Qube shares rocketed 19.4% to $4.86. Then comes the bond ETF deep dive. They compare passive vs active bond ETFs (OZBD, AEBD, VBND, FLOT, HBRD, ICOR, AAA, MMKT), explain different risk levels, break down debt structures (senior, subordinated, mezzanine), and cover key terms like security, LVR, yield and valuation. When should you own bonds? Which products work best for different market conditions? With Betashares, VanEck and Global X all offering competing products, how do you choose? The Future Fund is warning of "permacrisis" and ditching fixed-rate bonds while buying gold. Are long-short hedge fund strategies dead, or just cyclical? Owen shares his calendar and time management secrets. If you like this Australian Investors Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today: - Why Alphabet could be the big AI winner - Making chips, vertical integration, and beating NVIDIA at the long game - ASX crash wipes $40bn - Market meltdown continues, what's driving the selloff - Qube $11.6bn takeover bid - Macquarie offers $5.20/share, shares jump 19.4% - Fixed income deep dive - Passive vs active bond ETFs, when to own bonds, portfolio role - Bond ETF comparison - OZBD, AEBD, VBND, FLOT, HBRD, ICOR, AAA, MMKT explained - Debt structures explained - Senior, subordinated, mezzanine and the balance sheet hierarchy - Are long-short strategies dead? - Cyclical, style-dependent, or is cash just better? - Future Fund's "permacrisis" - Why they're buying gold and dumping fixed-rate bonds Rask resources: - All services: https://bit.ly/R-services - Financial Planning: https://bit.ly/R-plan - Invest with us: https://bit.ly/R-invest - Access Show Notes: https://bit.ly/R-notes - Ask a question: https://bit.ly/R-quest - We love feedback! https://raskau.typeform.com/to/ZbfHy6IP Follow us on social media: - Instagram: https://www.instagram.com/rask.invest - TikTok: https://www.tiktok.com/@rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 28 Nov 2025 20:00:00 -0000 Alphabet (GOOG) is the real winner of AI - here's why full Rask Alphabet (Google) is making its own chips. What kind? Why now? And could this make Alphabet - not NVIDIA - the ultimate winner in the AI race? Alphabet (Google) is making its own chips. What kind? Why now? And could this make Alphabet - not NVIDIA - the ultimate winner in the AI race? In this Australian Investors Podcast episode, Owen Rask and Drew Meredith break down why Alphabet could be the big AI winner, dissect the ASX meltdown, and deliver a comprehensive fixed income masterclass. While NVIDIA grabs headlines with another massive earnings beat, Alphabet's vertical integration strategy might be the smarter long-term play. By controlling the entire AI stack - from custom chips to Search, YouTube, and Cloud infrastructure - Google could dominate AI economics in a way that pure chipmakers can't. This changes everything about the Magnificent 7 calculus. Meanwhile, the ASX just wiped $40 billion in value as the market selloff continues. What's driving the crash and what should investors do? Major news: Macquarie Asset Management just made its largest-ever Australian infrastructure bet - an $11.6 billion takeover offer for Qube Holdings at $5.20 per share. Qube shares rocketed 19.4% to $4.86. Then comes the bond ETF deep dive. They compare passive vs active bond ETFs (OZBD, AEBD, VBND, FLOT, HBRD, ICOR, AAA, MMKT), explain different risk levels, break down debt structures (senior, subordinated, mezzanine), and cover key terms like security, LVR, yield and valuation. When should you own bonds? Which products work best for different market conditions? With Betashares, VanEck and Global X all offering competing products, how do you choose? The Future Fund is warning of "permacrisis" and ditching fixed-rate bonds while buying gold. Are long-short hedge fund strategies dead, or just cyclical? Owen shares his calendar and time management secrets. If you like this Australian Investors Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today: - Why Alphabet could be the big AI winner - Making chips, vertical integration, and beating NVIDIA at the long game - ASX crash wipes $40bn - Market meltdown continues, what's driving the selloff - Qube $11.6bn takeover bid - Macquarie offers $5.20/share, shares jump 19.4% - Fixed income deep dive - Passive vs active bond ETFs, when to own bonds, portfolio role - Bond ETF comparison - OZBD, AEBD, VBND, FLOT, HBRD, ICOR, AAA, MMKT explained - Debt structures explained - Senior, subordinated, mezzanine and the balance sheet hierarchy - Are long-short strategies dead? - Cyclical, style-dependent, or is cash just better? - Future Fund's "permacrisis" - Why they're buying gold and dumping fixed-rate bonds Rask resources: - All services: https://bit.ly/R-services - Financial Planning: https://bit.ly/R-plan - Invest with us: https://bit.ly/R-invest - Access Show Notes: https://bit.ly/R-notes - Ask a question: https://bit.ly/R-quest - We love feedback! https://raskau.typeform.com/to/ZbfHy6IP Follow us on social media: - Instagram: https://www.instagram.com/rask.invest - TikTok: https://www.tiktok.com/@rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Alphabet (Google) is making its own chips. What kind? Why now? And could this make Alphabet - not NVIDIA - the ultimate winner in the AI race?

    In this Australian Investors Podcast episode, Owen Rask and Drew Meredith break down why Alphabet could be the big AI winner, dissect the ASX meltdown, and deliver a comprehensive fixed income masterclass. While NVIDIA grabs headlines with another massive earnings beat, Alphabet's vertical integration strategy might be the smarter long-term play. By controlling the entire AI stack - from custom chips to Search, YouTube, and Cloud infrastructure - Google could dominate AI economics in a way that pure chipmakers can't. This changes everything about the Magnificent 7 calculus. Meanwhile, the ASX just wiped $40 billion in value as the market selloff continues. What's driving the crash and what should investors do? Major news: Macquarie Asset Management just made its largest-ever Australian infrastructure bet - an $11.6 billion takeover offer for Qube Holdings at $5.20 per share. Qube shares rocketed 19.4% to $4.86. Then comes the bond ETF deep dive. They compare passive vs active bond ETFs (OZBD, AEBD, VBND, FLOT, HBRD, ICOR, AAA, MMKT), explain different risk levels, break down debt structures (senior, subordinated, mezzanine), and cover key terms like security, LVR, yield and valuation. When should you own bonds? Which products work best for different market conditions? With Betashares, VanEck and Global X all offering competing products, how do you choose? The Future Fund is warning of "permacrisis" and ditching fixed-rate bonds while buying gold. Are long-short hedge fund strategies dead, or just cyclical? Owen shares his calendar and time management secrets. If you like this Australian Investors Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today: - Why Alphabet could be the big AI winner - Making chips, vertical integration, and beating NVIDIA at the long game - ASX crash wipes $40bn - Market meltdown continues, what's driving the selloff - Qube $11.6bn takeover bid - Macquarie offers $5.20/share, shares jump 19.4% - Fixed income deep dive - Passive vs active bond ETFs, when to own bonds, portfolio role - Bond ETF comparison - OZBD, AEBD, VBND, FLOT, HBRD, ICOR, AAA, MMKT explained - Debt structures explained - Senior, subordinated, mezzanine and the balance sheet hierarchy - Are long-short strategies dead? - Cyclical, style-dependent, or is cash just better? - Future Fund's "permacrisis" - Why they're buying gold and dumping fixed-rate bonds Rask resources: - All services: https://bit.ly/R-services - Financial Planning: https://bit.ly/R-plan - Invest with us: https://bit.ly/R-invest - Access Show Notes: https://bit.ly/R-notes - Ask a question: https://bit.ly/R-quest - We love feedback! https://raskau.typeform.com/to/ZbfHy6IP Follow us on social media: - Instagram: https://www.instagram.com/rask.invest - TikTok: https://www.tiktok.com/@rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3094 no     Meb Faber on Quant Investing, Shareholder Yield ETFs & Building Cambria Funds In this episode on the Australian Investors Podcast, Mitch chats with Meb Faber. Meb is a Californian-based fund manager with a suite of ETFs under his funds management banner, Cambria. His ETFs cover a wide range of asset classes and styles, from global value to cannabis. Before I knew Meb for his ETFs I knew him from his world-class podcast, The Meb Faber show. Meb has been recording this podcast since 2016 and it has featured a who's who of guests, from Patrick O'Shaughnessy, Morgan Housel to Joel Greenblatt. In this chat we cover - Meb's career and what led him to focus on quantitative analysis - The foundations of what makes a Cambria ETF - Meb breaks down his shareholder yield ETFs - Who was the most influential guest he's interviewed If this is the first time you've heard of Meb Faber, you're in for a treat. You'll be able to get lost in the back catalogue of the Meb Faber show. Episode Resources - The Meb Faber Show - Ed Thorp interview - Cambria Funds - Ask a question (select the Investors podcast) Show partner resources - Visit TermPlus to learn more Rask Resources - All services - Financial Planning - Invest with us - Access Show Notes - Ask a question - We love feedback! Follow us on social media Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG) Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 25 Nov 2025 20:00:00 -0000 Meb Faber on Quant Investing, Shareholder Yield ETFs & Building Cambria Funds full Rask Join Mitch as he interviews Meb Faber of Cambria on quant investing, building ETFs, shareholder yield, and timeless lessons from The Meb Faber Show. In this episode on the Australian Investors Podcast, Mitch chats with Meb Faber. Meb is a Californian-based fund manager with a suite of ETFs under his funds management banner, Cambria. His ETFs cover a wide range of asset classes and styles, from global value to cannabis. Before I knew Meb for his ETFs I knew him from his world-class podcast, The Meb Faber show. Meb has been recording this podcast since 2016 and it has featured a who's who of guests, from Patrick O'Shaughnessy, Morgan Housel to Joel Greenblatt. In this chat we cover - Meb's career and what led him to focus on quantitative analysis - The foundations of what makes a Cambria ETF - Meb breaks down his shareholder yield ETFs - Who was the most influential guest he's interviewed If this is the first time you've heard of Meb Faber, you're in for a treat. You'll be able to get lost in the back catalogue of the Meb Faber show. Episode Resources - The Meb Faber Show - Ed Thorp interview - Cambria Funds - Ask a question (select the Investors podcast) Show partner resources - Visit TermPlus to learn more Rask Resources - All services - Financial Planning - Invest with us - Access Show Notes - Ask a question - We love feedback! Follow us on social media Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG) Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode on the Australian Investors Podcast, Mitch chats with Meb Faber. Meb is a Californian-based fund manager with a suite of ETFs under his funds management banner, Cambria. His ETFs cover a wide range of asset classes and styles, from global value to cannabis. Before I knew Meb for his ETFs I knew him from his world-class podcast, The Meb Faber show. Meb has been recording this podcast since 2016 and it has featured a who's who of guests, from Patrick O'Shaughnessy, Morgan Housel to Joel Greenblatt. In this chat we cover - Meb's career and what led him to focus on quantitative analysis - The foundations of what makes a Cambria ETF - Meb breaks down his shareholder yield ETFs - Who was the most influential guest he's interviewed If this is the first time you've heard of Meb Faber, you're in for a treat. You'll be able to get lost in the back catalogue of the Meb Faber show. Episode Resources - The Meb Faber Show - Ed Thorp interview - Cambria Funds - Ask a question (select the Investors podcast)


    Show partner resources - Visit TermPlus to learn more


    Rask Resources


    - All services

    - Financial Planning

    - Invest with us

    - Access Show Notes

    - Ask a question

    - We love feedback!


    Follow us on social media

    Instagram: @rask.invest TikTok: @rask.invest


    DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG)

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3112 no     Financial IQ vs EQ: How to master your money, with Karen Eley https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your host Owen Rask chats with money coach and former financial adviser Karen Eley about: – The difference between financial IQ and EQ – Why money behaviour matters more than knowledge – How to improve financial wellbeing with values and emotional awareness – Practical tools to build smarter financial habits If you love learning about investing psychology and financial wellbeing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – What financial IQ (money knowledge) and EQ (money behaviour) really mean – Why EQ is often overlooked but critical to success – How money personalities and values shape financial wellbeing – Tools like the financial wheel of life and values exercises – Teaching kids financial discipline and money lessons – How to measure progress in both IQ and EQ Resources for this episode Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 24 Nov 2025 04:00:00 -0000 Financial IQ vs EQ: How to master your money, with Karen Eley full Rask Money coach Karen Eley explains the balance between financial IQ and EQ, why emotions matter more than spreadsheets, and how to build true financial wellbeing. In this Australian Investors Podcast episode, your host Owen Rask chats with money coach and former financial adviser Karen Eley about: – The difference between financial IQ and EQ – Why money behaviour matters more than knowledge – How to improve financial wellbeing with values and emotional awareness – Practical tools to build smarter financial habits If you love learning about investing psychology and financial wellbeing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – What financial IQ (money knowledge) and EQ (money behaviour) really mean – Why EQ is often overlooked but critical to success – How money personalities and values shape financial wellbeing – Tools like the financial wheel of life and values exercises – Teaching kids financial discipline and money lessons – How to measure progress in both IQ and EQ Resources for this episode Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Rask chats with money coach and former financial adviser Karen Eley about:

    – The difference between financial IQ and EQ

    – Why money behaviour matters more than knowledge

    – How to improve financial wellbeing with values and emotional awareness

    – Practical tools to build smarter financial habits


    If you love learning about investing psychology and financial wellbeing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!


    Follow us on Instagram and TikTok for more investing insights.


    Topics Covered

    – What financial IQ (money knowledge) and EQ (money behaviour) really mean

    – Why EQ is often overlooked but critical to success

    – How money personalities and values shape financial wellbeing

    – Tools like the financial wheel of life and values exercises

    – Teaching kids financial discipline and money lessons

    – How to measure progress in both IQ and EQ


    Resources for this episode

    Ask a question (select the Investors podcast)

    Visit TermPlus to learn more


    Rask Resources

    All services

    Financial Planning

    Invest with us

    Access Show Notes

    Ask a question

    We love feedback!


    Follow us on social media:

    Instagram: @rask.invest

    TikTok: @rask.invest


    DISCLAIMER:

    This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG):

    https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1847 no     Is diversification overrated? Why Alphabet wins? Should you invest 100% overseas? https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Here's the uncomfortable truth: The ASX has delivered mediocre returns compared to US markets over the past decade. CBA and CSL - Australia's two biggest companies - are in freefall with a five-day market bloodbath. Banks and miners dominate our index. Meanwhile, rumours are swirling that Warren Buffett's Berkshire Hathaway has bought into Alphabet (Google). Why? Search dominance. YouTube's advertising empire. Cloud growth. AI infrastructure leadership. Alphabet represents everything the ASX isn't: tech-forward, globally dominant, and diversified across multiple revenue streams. So the big questions: Is diversification overrated? Should Aussie investors just dump the ASX entirely and invest 100% overseas? In this Australian Investors Podcast episode, Owen Rask and Drew Meredith tackle the biggest portfolio construction debates. They break down the Berkshire-Alphabet purchase, explain why Google is the best of the Magnificent 7, and debate whether concentration in quality companies beats traditional diversification strategies. They also explore home country bias, currency exposure, tax implications, and whether the S&P 500's dominance makes holding ASX stocks pointless for long-term wealth creation. Plus: DroneShield's CEO has completely exited as the selloff deepens. The Sohn Investment Conference has embraced old-school value investing with picks like senior living facilities and steel manufacturers. And the Future Fund's $261 billion portfolio is buying gold and ditching bonds amid "permacrisis" warnings. Only 1% of Australian active funds are beating growth benchmarks. Value investing is making a comeback. Owen and Drew connect all the dots. If you like this Australian Investors Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Is diversification overrated? - Concentration vs diversification in modern portfolios Did Berkshire buy Alphabet? - Why Buffett might be betting on Google Why Alphabet is the best Mag 7 - Search, YouTube, Cloud, AI infrastructure dominance Should Aussies invest 100% overseas? - ASX underperformance vs S&P 500 success DroneShield CEO exits completely - What deepening insider selling means Sohn Conference goes value - Old-school picks replace growth darlings ASX 5-day meltdown - Why CBA and CSL crashes show structural problems Resources for this episode Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 21 Nov 2025 20:00:00 -0000 Is diversification overrated? Why Alphabet wins? Should you invest 100% overseas? full Rask In this Australian Investors Podcast episode Drew asks the question is diversification overrated? Here's the uncomfortable truth: The ASX has delivered mediocre returns compared to US markets over the past decade. CBA and CSL - Australia's two biggest companies - are in freefall with a five-day market bloodbath. Banks and miners dominate our index. Meanwhile, rumours are swirling that Warren Buffett's Berkshire Hathaway has bought into Alphabet (Google). Why? Search dominance. YouTube's advertising empire. Cloud growth. AI infrastructure leadership. Alphabet represents everything the ASX isn't: tech-forward, globally dominant, and diversified across multiple revenue streams. So the big questions: Is diversification overrated? Should Aussie investors just dump the ASX entirely and invest 100% overseas? In this Australian Investors Podcast episode, Owen Rask and Drew Meredith tackle the biggest portfolio construction debates. They break down the Berkshire-Alphabet purchase, explain why Google is the best of the Magnificent 7, and debate whether concentration in quality companies beats traditional diversification strategies. They also explore home country bias, currency exposure, tax implications, and whether the S&P 500's dominance makes holding ASX stocks pointless for long-term wealth creation. Plus: DroneShield's CEO has completely exited as the selloff deepens. The Sohn Investment Conference has embraced old-school value investing with picks like senior living facilities and steel manufacturers. And the Future Fund's $261 billion portfolio is buying gold and ditching bonds amid "permacrisis" warnings. Only 1% of Australian active funds are beating growth benchmarks. Value investing is making a comeback. Owen and Drew connect all the dots. If you like this Australian Investors Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Is diversification overrated? - Concentration vs diversification in modern portfolios Did Berkshire buy Alphabet? - Why Buffett might be betting on Google Why Alphabet is the best Mag 7 - Search, YouTube, Cloud, AI infrastructure dominance Should Aussies invest 100% overseas? - ASX underperformance vs S&P 500 success DroneShield CEO exits completely - What deepening insider selling means Sohn Conference goes value - Old-school picks replace growth darlings ASX 5-day meltdown - Why CBA and CSL crashes show structural problems Resources for this episode Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Here's the uncomfortable truth: The ASX has delivered mediocre returns compared to US markets over the past decade. CBA and CSL - Australia's two biggest companies - are in freefall with a five-day market bloodbath. Banks and miners dominate our index.


    Meanwhile, rumours are swirling that Warren Buffett's Berkshire Hathaway has bought into Alphabet (Google). Why? Search dominance. YouTube's advertising empire. Cloud growth. AI infrastructure leadership. Alphabet represents everything the ASX isn't: tech-forward, globally dominant, and diversified across multiple revenue streams.

    So the big questions: Is diversification overrated? Should Aussie investors just dump the ASX entirely and invest 100% overseas?


    In this Australian Investors Podcast episode, Owen Rask and Drew Meredith tackle the biggest portfolio construction debates. They break down the Berkshire-Alphabet purchase, explain why Google is the best of the Magnificent 7, and debate whether concentration in quality companies beats traditional diversification strategies.


    They also explore home country bias, currency exposure, tax implications, and whether the S&P 500's dominance makes holding ASX stocks pointless for long-term wealth creation.


    Plus: DroneShield's CEO has completely exited as the selloff deepens. The Sohn Investment Conference has embraced old-school value investing with picks like senior living facilities and steel manufacturers. And the Future Fund's $261 billion portfolio is buying gold and ditching bonds amid "permacrisis" warnings.


    Only 1% of Australian active funds are beating growth benchmarks. Value investing is making a comeback. Owen and Drew connect all the dots.


    If you like this Australian Investors Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.


    Is diversification overrated? - Concentration vs diversification in modern portfolios

    Did Berkshire buy Alphabet? - Why Buffett might be betting on Google

    Why Alphabet is the best Mag 7 - Search, YouTube, Cloud, AI infrastructure dominance

    Should Aussies invest 100% overseas? - ASX underperformance vs S&P 500 success

    DroneShield CEO exits completely - What deepening insider selling means

    Sohn Conference goes value - Old-school picks replace growth darlings

    ASX 5-day meltdown - Why CBA and CSL crashes show structural problems


    Resources for this episode

    Ask a question (select the Investors podcast)

    Visit TermPlus to learn more


    Rask Resources

    All services

    Financial Planning

    Invest with us

    Access Show Notes

    Ask a question

    We love feedback!


    Follow us on social media:

    Instagram: @rask.invest

    TikTok: @rask.invest


    DISCLAIMER:

    This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3578 no     The new monetary order, with PIMCO's Tony Crescenzi https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your host Owen Rask speaks with Tony Crescenzi, Executive Vice President and Market Strategist at PIMCO, to discuss: – Why defensiveness is PIMCO’s current strategy – The lessons from over four decades in markets – The concept of a new global monetary order – Where bonds fit for modern Australian investors If you love learning about macro investing, fixed income or market strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Tony’s best non-financial investment & personal reflections – What he looks at each morning to gauge markets – Where this moment ranks in terms of global dislocation – Insights from his books and what his next one might be – Tariffs as a historic experiment & biggest market risks – How he thinks central banks will respond next – The “new global monetary order” and how it’s unfolding – Revising the 10-year yield: what’s changed? – How PIMCO expresses a defensive framework in portfolios – Advice for Aussie investors with equity-heavy portfolios – The future of the 60/40 portfolio model – Why Crescenzi maintains optimism amid macro uncertainty – AI’s potential impact on bond investors & PIMCO – What gives Tony hope and perspective as a long-term investor – What Tony would tell his younger self about markets and life Resources for This Episode Learn more about PIMCO’s outlook and strategies Tony Crescenzi at PIMCO Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 18 Nov 2025 20:00:00 -0000 The new monetary order, with PIMCO's Tony Crescenzi full Rask Tony Crescenzi of PIMCO joins Owen Rask on the Australian Investors Podcast to discuss the new world order of financial markets. In this Australian Investors Podcast episode, your host Owen Rask speaks with Tony Crescenzi, Executive Vice President and Market Strategist at PIMCO, to discuss: – Why defensiveness is PIMCO’s current strategy – The lessons from over four decades in markets – The concept of a new global monetary order – Where bonds fit for modern Australian investors If you love learning about macro investing, fixed income or market strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Tony’s best non-financial investment & personal reflections – What he looks at each morning to gauge markets – Where this moment ranks in terms of global dislocation – Insights from his books and what his next one might be – Tariffs as a historic experiment & biggest market risks – How he thinks central banks will respond next – The “new global monetary order” and how it’s unfolding – Revising the 10-year yield: what’s changed? – How PIMCO expresses a defensive framework in portfolios – Advice for Aussie investors with equity-heavy portfolios – The future of the 60/40 portfolio model – Why Crescenzi maintains optimism amid macro uncertainty – AI’s potential impact on bond investors & PIMCO – What gives Tony hope and perspective as a long-term investor – What Tony would tell his younger self about markets and life Resources for This Episode Learn more about PIMCO’s outlook and strategies Tony Crescenzi at PIMCO Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Rask speaks with Tony Crescenzi, Executive Vice President and Market Strategist at PIMCO, to discuss:


    – Why defensiveness is PIMCO’s current strategy

    – The lessons from over four decades in markets

    – The concept of a new global monetary order

    – Where bonds fit for modern Australian investors


    If you love learning about macro investing, fixed income or market strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!


    Follow us on Instagram and TikTok for more investing insights.


    Topics Covered

    – Tony’s best non-financial investment & personal reflections

    – What he looks at each morning to gauge markets

    – Where this moment ranks in terms of global dislocation

    – Insights from his books and what his next one might be

    – Tariffs as a historic experiment & biggest market risks

    – How he thinks central banks will respond next

    – The “new global monetary order” and how it’s unfolding

    – Revising the 10-year yield: what’s changed?

    – How PIMCO expresses a defensive framework in portfolios

    – Advice for Aussie investors with equity-heavy portfolios

    – The future of the 60/40 portfolio model

    – Why Crescenzi maintains optimism amid macro uncertainty

    – AI’s potential impact on bond investors & PIMCO

    – What gives Tony hope and perspective as a long-term investor

    – What Tony would tell his younger self about markets and life


    Resources for This Episode

    Learn more about PIMCO’s outlook and strategies


    Tony Crescenzi at PIMCO

    Ask a question (select the Investors podcast)

    Visit TermPlus to learn more


    Rask Resources

    All services

    Financial Planning

    Invest with us

    Access Show Notes

    Ask a question

    We love feedback!


    Follow us on social media:

    Instagram: @rask.invest

    TikTok: @rask.invest


    DISCLAIMER:

    This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3528 no     Why global REITs may be the most overlooked opportunity with Chris Bedingfield https://www.raskmedia.com.au/2025/11/14/why-global-reits…hris-bedingfield/ In this Australian Investors Podcast episode, your host Owen Rask speaks with Chris Bedingfield of Quay Global Investors about:– Why real estate is an inefficient market– How replacement cost drives long-term property value– Why global REITs offer diversification Australian REITs can’t– Where today’s best opportunities lie across global property sectorsIf you love learning about property, REITs, global markets and income investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!Follow us on Instagram and TikTok for more investing insights.Topics Covered– Why most investors use the wrong metrics to value real estate– Global vs Australian REITs — major structural differences– How Quay identifies companies trading below replacement cost– Today’s biggest opportunities across housing, storage, senior living and more– Final thoughts on cycles, risk, leverage and staying patientResources for this episodeAsk a question (select the Investors podcast)Visit TermPlus to learn more Website Youtube Event Community Event Link Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): Learn more about your ad choices. Visit megaphone.fm/adchoices Sun, 16 Nov 2025 20:00:00 -0000 Why global REITs may be the most overlooked opportunity with Chris Bedingfield full Rask Discover why global REITs are trading at deep discounts, how replacement cost drives long-term property value, and what investors should know about building diversified real estate exposure. In this Australian Investors Podcast episode, your host Owen Rask speaks with Chris Bedingfield of Quay Global Investors about:– Why real estate is an inefficient market– How replacement cost drives long-term property value– Why global REITs offer diversification Australian REITs can’t– Where today’s best opportunities lie across global property sectorsIf you love learning about property, REITs, global markets and income investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!Follow us on Instagram and TikTok for more investing insights.Topics Covered– Why most investors use the wrong metrics to value real estate– Global vs Australian REITs — major structural differences– How Quay identifies companies trading below replacement cost– Today’s biggest opportunities across housing, storage, senior living and more– Final thoughts on cycles, risk, leverage and staying patientResources for this episodeAsk a question (select the Investors podcast)Visit TermPlus to learn more Website Youtube Event Community Event Link Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Rask speaks with Chris Bedingfield of Quay Global Investors about:
    – Why real estate is an inefficient market
    – How replacement cost drives long-term property value
    – Why global REITs offer diversification Australian REITs can’t
    – Where today’s best opportunities lie across global property sectors
    If you love learning about property, REITs, global markets and income investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!
    Follow us on Instagram and TikTok for more investing insights.
    Topics Covered
    – Why most investors use the wrong metrics to value real estate
    – Global vs Australian REITs — major structural differences
    – How Quay identifies companies trading below replacement cost
    – Today’s biggest opportunities across housing, storage, senior living and more
    – Final thoughts on cycles, risk, leverage and staying patient
    Resources for this episode
    Ask a question (select the Investors podcast)
    Visit TermPlus to learn more

    Website

    Youtube Event

    Community Event Link


    Rask Resources

    All services

    Financial Planning

    Invest with us

    Access Show Notes

    Ask a question

    We love feedback!


    Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest

    Instagram: @rask.invest

    TikTok: @rask.invest

    DISCLAIMER:

    This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG):

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3094 no     DroneShield plunges more than 20%, Flight Centre deep dive & answering your investing questions https://www.raskmedia.com.au/2025/11/15/droneshield-insider-selling-flight-centre-analysis-portfolio-qa/ Market darling DroneShield crashed 20% in early trade after founder and CEO Oleg Vornik dumped nearly 15 million shares worth $49.5 million. What does this insider selling signal for the stock's future? In this Australian Investors Podcast episode, Owen Rask and Drew Meredith dissect the DroneShield sell-off, then dive deep into Flight Centre shares trading at $12 - down 30% this year and 80% from 2018 highs. With a 15x PE, 3.6% dividend yield, and Morningstar rating it as undervalued, is this beaten-down travel giant a buying opportunity? Drew reveals his view on Flight Centre, covering the company's record $24.5bn travel bookings, US expansion, corporate vs leisure divisions, and FY26 guidance of $305-$340m profit. Plus, they tackle your questions: Can good companies recover from founder scandals (hello WiseTech)? What stocks to buy before a China-Taiwan war? Is there a "term premium" for stocks like bonds? Why don't more people use VEU for international exposure? And much more. If you like this Australian Investors Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics answered today: - DroneShield crashes 25% - CEO dumps $49.5m in shares, what it means Flight Centre deep dive - Trading at $12, down from $60 in 2018, is it a buy? Q: WiseTech turnaround potential - Can good companies recover from founder scandals? Q: China-Taiwan war hedging - What stocks would you buy in advance of conflict? Q: Stock "term premium" - Is there an equivalent to bond term premium for long-term stock investing? Q: Why not VEU for ex-US exposure? - Best way to get developed markets ex-US in your portfolio Resources for this episode: - AFR article on ASX stocks rallying 100% - Australian Finance Podcast - Ask a question (select the Investors podcast) Show Partner Resources: Visit TermPlus to learn more Rask Resources: - All services - Financial Planning - Invest with us - Access Show Notes - Ask a question or give us feedback DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg #stockmarket #investing Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 14 Nov 2025 20:00:00 -0000 DroneShield plunges more than 20%, Flight Centre deep dive & answering your investing questions full Rask In this Australian Investors Podcast episode, Owen Rask and Drew Meredith dissect the DroneShield sell-off and then dive deep into Flight Centre shares. Market darling DroneShield crashed 20% in early trade after founder and CEO Oleg Vornik dumped nearly 15 million shares worth $49.5 million. What does this insider selling signal for the stock's future? In this Australian Investors Podcast episode, Owen Rask and Drew Meredith dissect the DroneShield sell-off, then dive deep into Flight Centre shares trading at $12 - down 30% this year and 80% from 2018 highs. With a 15x PE, 3.6% dividend yield, and Morningstar rating it as undervalued, is this beaten-down travel giant a buying opportunity? Drew reveals his view on Flight Centre, covering the company's record $24.5bn travel bookings, US expansion, corporate vs leisure divisions, and FY26 guidance of $305-$340m profit. Plus, they tackle your questions: Can good companies recover from founder scandals (hello WiseTech)? What stocks to buy before a China-Taiwan war? Is there a "term premium" for stocks like bonds? Why don't more people use VEU for international exposure? And much more. If you like this Australian Investors Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics answered today: - DroneShield crashes 25% - CEO dumps $49.5m in shares, what it means Flight Centre deep dive - Trading at $12, down from $60 in 2018, is it a buy? Q: WiseTech turnaround potential - Can good companies recover from founder scandals? Q: China-Taiwan war hedging - What stocks would you buy in advance of conflict? Q: Stock "term premium" - Is there an equivalent to bond term premium for long-term stock investing? Q: Why not VEU for ex-US exposure? - Best way to get developed markets ex-US in your portfolio Resources for this episode: - AFR article on ASX stocks rallying 100% - Australian Finance Podcast - Ask a question (select the Investors podcast) Show Partner Resources: Visit TermPlus to learn more Rask Resources: - All services - Financial Planning - Invest with us - Access Show Notes - Ask a question or give us feedback DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg #stockmarket #investing Learn more about your ad choices. Visit megaphone.fm/adchoices Market darling DroneShield crashed 20% in early trade after founder and CEO Oleg Vornik dumped nearly 15 million shares worth $49.5 million. What does this insider selling signal for the stock's future? In this Australian Investors Podcast episode, Owen Rask and Drew Meredith dissect the DroneShield sell-off, then dive deep into Flight Centre shares trading at $12 - down 30% this year and 80% from 2018 highs. With a 15x PE, 3.6% dividend yield, and Morningstar rating it as undervalued, is this beaten-down travel giant a buying opportunity? Drew reveals his view on Flight Centre, covering the company's record $24.5bn travel bookings, US expansion, corporate vs leisure divisions, and FY26 guidance of $305-$340m profit. Plus, they tackle your questions: Can good companies recover from founder scandals (hello WiseTech)? What stocks to buy before a China-Taiwan war? Is there a "term premium" for stocks like bonds? Why don't more people use VEU for international exposure? And much more. If you like this Australian Investors Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics answered today: - DroneShield crashes 25% - CEO dumps $49.5m in shares, what it means Flight Centre deep dive - Trading at $12, down from $60 in 2018, is it a buy? Q: WiseTech turnaround potential - Can good companies recover from founder scandals? Q: China-Taiwan war hedging - What stocks would you buy in advance of conflict? Q: Stock "term premium" - Is there an equivalent to bond term premium for long-term stock investing? Q: Why not VEU for ex-US exposure? - Best way to get developed markets ex-US in your portfolio Resources for this episode: - AFR article on ASX stocks rallying 100% - Australian Finance Podcast - Ask a question (select the Investors podcast) Show Partner Resources: Visit TermPlus to learn more Rask Resources: - All services - Financial Planning - Invest with us - Access Show Notes - Ask a question or give us feedback DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg #stockmarket #investing

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2592 no     How to invest in private equity halfway through the funds life https://www.raskmedia.com.au/2025/10/29/how-to-invest-in-private-equity-halfway-through-the-deal/ In this Australian Investors Podcast episode, host Mitchell Sneddon is joined by Eric Foran from Coller Capital, one of the world’s largest and longest-standing investors in private equity secondaries. Mitch first visited the Coller Capital team in New York, and when he heard Eric was visiting Australia, he grabbed the chance to bring him on the show. Secondaries might be a new term to many investors, but once you hear how they work, it makes complete sense. Rather than investing at the start of a private equity fund, Coller steps in halfway through — buying interests in funds or assets that are already operating, and providing liquidity to investors who want to exit early. Coller pioneered this market and now manages over $40 billion globally. With $200 billion in annual deal flow and increasing demand for liquidity, Eric explains why he believes this market is just getting started. So, join us for a deep dive into the booming private equity secondaries market with Eric Foran from Coller Capital, where we discuss: – How the private equity secondaries market works – Why this market now exceeds $200 billion and is still growing – The return profile and discount opportunities in secondaries – How Coller Capital builds its portfolio and evaluates deals If you love learning about private equity and alternative assets, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Resources for This Episode - Learn more about private equity secondaries - Visit TermPlus to learn more Rask Resources 🔗 Explore all Rask services 📋 Get Financial Planning 📈 Start investing with Rask 📜 Access Show Notes ❓ Ask a question – just select the Investors Podcast 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 12 Nov 2025 04:00:00 -0000 How to invest in private equity halfway through the deal full Rask Coller Capital’s Eric Foran explains private equity secondaries, $200B+ deal flow & why this fast-growing market offers unique opportunities. In this Australian Investors Podcast episode, host Mitchell Sneddon is joined by Eric Foran from Coller Capital, one of the world’s largest and longest-standing investors in private equity secondaries. Mitch first visited the Coller Capital team in New York, and when he heard Eric was visiting Australia, he grabbed the chance to bring him on the show. Secondaries might be a new term to many investors, but once you hear how they work, it makes complete sense. Rather than investing at the start of a private equity fund, Coller steps in halfway through — buying interests in funds or assets that are already operating, and providing liquidity to investors who want to exit early. Coller pioneered this market and now manages over $40 billion globally. With $200 billion in annual deal flow and increasing demand for liquidity, Eric explains why he believes this market is just getting started. So, join us for a deep dive into the booming private equity secondaries market with Eric Foran from Coller Capital, where we discuss: – How the private equity secondaries market works – Why this market now exceeds $200 billion and is still growing – The return profile and discount opportunities in secondaries – How Coller Capital builds its portfolio and evaluates deals If you love learning about private equity and alternative assets, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Resources for This Episode - Learn more about private equity secondaries - Visit TermPlus to learn more Rask Resources 🔗 Explore all Rask services 📋 Get Financial Planning 📈 Start investing with Rask 📜 Access Show Notes ❓ Ask a question – just select the Investors Podcast 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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 Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, host Mitchell Sneddon is joined by Eric Foran from Coller Capital, one of the world’s largest and longest-standing investors in private equity secondaries. Mitch first visited the Coller Capital team in New York, and when he heard Eric was visiting Australia, he grabbed the chance to bring him on the show. Secondaries might be a new term to many investors, but once you hear how they work, it makes complete sense. Rather than investing at the start of a private equity fund, Coller steps in halfway through — buying interests in funds or assets that are already operating, and providing liquidity to investors who want to exit early. Coller pioneered this market and now manages over $40 billion globally. With $200 billion in annual deal flow and increasing demand for liquidity, Eric explains why he believes this market is just getting started. So, join us for a deep dive into the booming private equity secondaries market with Eric Foran from Coller Capital, where we discuss: – How the private equity secondaries market works – Why this market now exceeds $200 billion and is still growing – The return profile and discount opportunities in secondaries – How Coller Capital builds its portfolio and evaluates deals If you love learning about private equity and alternative assets, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Resources for This Episode - Learn more about private equity secondaries - Visit TermPlus to learn more


    Rask Resources 🔗 Explore all Rask services 📋 Get Financial Planning 📈 Start investing with Rask 📜 Access Show Notes ❓ Ask a question – just select the Investors Podcast 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2760 no     Shopify, YouTube, AI & Instagram: how to invest in digital businesses, ft Flippa CEO Blake Hutchison https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your host Owen Rask chats with Blake Hutchison, CEO of Flippa, about: – How Flippa became the world’s largest marketplace for digital businesses – Why investors are flocking to Shopify, YouTube, and AI-driven businesses – The infrastructure behind small business M&A in the digital age – What it takes to successfully buy or sell an online business If you love learning about digital businesses, private markets, and modern investing opportunities, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Blake Hutchison’s career journey from Lonely Planet and Zero to Flippa – How Flippa helps entrepreneurs buy and sell digital businesses globally – The most in-demand assets: Shopify, YouTube, and AI businesses – Why digital businesses trade at lower multiples than public companies – How Flippa solves the “cold start problem” in marketplaces – Deal flow, matching technology, and AI in small business M&A – Examples of entrepreneurs and strategic buyers using Flippa – Blake’s advice to his younger self on career and growth Resources for this episode Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 10 Nov 2025 04:00:00 -0000 Shopify, YouTube, AI & Instagram: how to invest in digital businesses, ft Flippa CEO Blake Hutchison full Rask Flippa CEO Blake Hutchison explains how the world’s largest digital business marketplace works, why investors love Shopify and YouTube businesses, and how everyday people can buy and sell online assets. In this Australian Investors Podcast episode, your host Owen Rask chats with Blake Hutchison, CEO of Flippa, about: – How Flippa became the world’s largest marketplace for digital businesses – Why investors are flocking to Shopify, YouTube, and AI-driven businesses – The infrastructure behind small business M&A in the digital age – What it takes to successfully buy or sell an online business If you love learning about digital businesses, private markets, and modern investing opportunities, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Blake Hutchison’s career journey from Lonely Planet and Zero to Flippa – How Flippa helps entrepreneurs buy and sell digital businesses globally – The most in-demand assets: Shopify, YouTube, and AI businesses – Why digital businesses trade at lower multiples than public companies – How Flippa solves the “cold start problem” in marketplaces – Deal flow, matching technology, and AI in small business M&A – Examples of entrepreneurs and strategic buyers using Flippa – Blake’s advice to his younger self on career and growth Resources for this episode Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Rask chats with Blake Hutchison, CEO of Flippa, about:


    – How Flippa became the world’s largest marketplace for digital businesses

    – Why investors are flocking to Shopify, YouTube, and AI-driven businesses

    – The infrastructure behind small business M&A in the digital age

    – What it takes to successfully buy or sell an online business


    If you love learning about digital businesses, private markets, and modern investing opportunities, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!


    Follow us on Instagram and TikTok for more investing insights.


    Topics Covered

    – Blake Hutchison’s career journey from Lonely Planet and Zero to Flippa

    – How Flippa helps entrepreneurs buy and sell digital businesses globally

    – The most in-demand assets: Shopify, YouTube, and AI businesses

    – Why digital businesses trade at lower multiples than public companies

    – How Flippa solves the “cold start problem” in marketplaces

    – Deal flow, matching technology, and AI in small business M&A

    – Examples of entrepreneurs and strategic buyers using Flippa

    – Blake’s advice to his younger self on career and growth


    Resources for this episode

    Ask a question (select the Investors podcast)

    Visit TermPlus to learn more


    Rask Resources

    All services

    Financial Planning

    Invest with us

    Access Show Notes

    Ask a question

    We love feedback!


    Follow us on social media:

    Instagram: @rask.invest

    TikTok: @rask.invest


    DISCLAIMER:

    This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG):

    https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2694 no     Mike Kemp on AI investing, staying the course & buying into KFC [Throwback] https://www.raskmedia.com.au/2023/07/05/mike-kemp-ulysses-contract/ Michael "Mike" Kemp is a multiple-time author, super-successful private investor, former dentist, student of history and former analyst at Barefoot Investor.  This podcast is the extended version of what's already appeared on The Australian Finance Podcast. It was also FILMED. In this special episode, Mike Kemp joins Owen Rask and Kate Campbell for a discussion about history, the future, human nature, his investment process, economics and living a life of purpose. VIDEO VERSION: https://youtu.be/u_oH7AU0DyU Episode resources: Mike's Book: ⁠The Ulysses Contract⁠ (Booktopia) ⁠Devil Take the Hindmost: A History of Financial Speculation⁠ ⁠Thinking Fast and Slow⁠ ⁠The Psychology of Money: Timeless lessons on wealth, greed, and happiness Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 07 Nov 2025 20:00:00 -0000 Mike Kemp on AI investing, staying the course & buying into KFC [Throwback] full Rask You'll like this. Mike Kemp is a multiple-time author, successful private investor, student of history and the former analyst at Barefoot Investor. Michael "Mike" Kemp is a multiple-time author, super-successful private investor, former dentist, student of history and former analyst at Barefoot Investor.  This podcast is the extended version of what's already appeared on The Australian Finance Podcast. It was also FILMED. In this special episode, Mike Kemp joins Owen Rask and Kate Campbell for a discussion about history, the future, human nature, his investment process, economics and living a life of purpose. VIDEO VERSION: https://youtu.be/u_oH7AU0DyU Episode resources: Mike's Book: ⁠The Ulysses Contract⁠ (Booktopia) ⁠Devil Take the Hindmost: A History of Financial Speculation⁠ ⁠Thinking Fast and Slow⁠ ⁠The Psychology of Money: Timeless lessons on wealth, greed, and happiness Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Michael "Mike" Kemp is a multiple-time author, super-successful private investor, former dentist, student of history and former analyst at Barefoot Investor. 

    This podcast is the extended version of what's already appeared on The Australian Finance Podcast. It was also FILMED.

    In this special episode, Mike Kemp joins Owen Rask and Kate Campbell for a discussion about history, the future, human nature, his investment process, economics and living a life of purpose.

    VIDEO VERSION: https://youtu.be/u_oH7AU0DyU

    Episode resources:

    Mike's Book: ⁠The Ulysses Contract⁠ (Booktopia)

    ⁠Devil Take the Hindmost: A History of Financial Speculation⁠

    ⁠Thinking Fast and Slow⁠

    ⁠The Psychology of Money: Timeless lessons on wealth, greed, and happiness


    Rask Resources

    All services

    Financial Planning

    Invest with us

    Access Show Notes

    Ask a question

    We love feedback!

    Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest

    DISCLAIMER:

    This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG):

    https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4869 no     The best opportunity in 20 years? PIMCO's Rob Mead on bond investing, timing & market conditions https://www.raskmedia.com.au/2025/11/05/the-best-opportunity-in-20-years-why-its-time-to-consider-bonds/ In this Australian Investors Podcast episode your host, Owen Rask, chats with PIMCO portfolio manager Rob Mead on how fixed income / bond investing works, why timing matters and reasons to invest right now. If you like ETF investing, bonds, passive income, managed funds, or the stock market in general, here's what you'll get: - Rob's lessons from 20 years in bonds- Does timing matter? - Why 95% of a bond's return is the starting point - How to understand the 'yield curve' and maturities - Does Rob think now is the best time to invest in 20 years? - PIMCO's new EARN ETF and what it doesIf you like this Australian Investors Podcast episode on ETF investing, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.This podcast is proudly sponsored by PIMCO. Who is Rob Mead? Robert Mead is a managing director in the PIMCO Sydney office and co-head of Asia-Pacific portfolio management. Previously, he was an executive vice president of the PIMCO Group, based between Munich and London. Prior to joining PIMCO in 2003, he was a managing director and head of European fixed income at Citigroup Asset Management based between London and New York.He has 36 years of investment experience and holds an undergraduate degree from University of Technology, Sydney, and a graduate diploma in applied finance and investments from the Securities Institute of Australia. Episode Resources - View PIMCO ETFs - Episode with PIMCO's Kanish Chugh on Active v Passive - PIMCO's Aaditya Thakur on Aussie bonds and what an FI manager actually does - Ask a question (select the Investors podcast) Show Partner Resources - Ask a question (select the Investors podcast) - Visit TermPlus to learn more Rask Resources - All services - Financial Planning - Invest with us - Access Show Notes - Ask a question - We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG) #bondinvesting #investing #ETFs Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 05 Nov 2025 04:00:00 -0000 The best opportunity in 20 years? PIMCO's Rob Mead on bond investing, timing & market conditions full Rask Learn how bond investing works with PIMCO’s Rob Mead. Discover why timing and yield curves matter, and why now could be the best time to invest in decades. In this Australian Investors Podcast episode your host, Owen Rask, chats with PIMCO portfolio manager Rob Mead on how fixed income / bond investing works, why timing matters and reasons to invest right now. If you like ETF investing, bonds, passive income, managed funds, or the stock market in general, here's what you'll get: - Rob's lessons from 20 years in bonds- Does timing matter? - Why 95% of a bond's return is the starting point - How to understand the 'yield curve' and maturities - Does Rob think now is the best time to invest in 20 years? - PIMCO's new EARN ETF and what it doesIf you like this Australian Investors Podcast episode on ETF investing, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.This podcast is proudly sponsored by PIMCO. Who is Rob Mead? Robert Mead is a managing director in the PIMCO Sydney office and co-head of Asia-Pacific portfolio management. Previously, he was an executive vice president of the PIMCO Group, based between Munich and London. Prior to joining PIMCO in 2003, he was a managing director and head of European fixed income at Citigroup Asset Management based between London and New York.He has 36 years of investment experience and holds an undergraduate degree from University of Technology, Sydney, and a graduate diploma in applied finance and investments from the Securities Institute of Australia. Episode Resources - View PIMCO ETFs - Episode with PIMCO's Kanish Chugh on Active v Passive - PIMCO's Aaditya Thakur on Aussie bonds and what an FI manager actually does - Ask a question (select the Investors podcast) Show Partner Resources - Ask a question (select the Investors podcast) - Visit TermPlus to learn more Rask Resources - All services - Financial Planning - Invest with us - Access Show Notes - Ask a question - We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG) #bondinvesting #investing #ETFs Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode your host, Owen Rask, chats with PIMCO portfolio manager Rob Mead on how fixed income / bond investing works, why timing matters and reasons to invest right now.

    If you like ETF investing, bonds, passive income, managed funds, or the stock market in general, here's what you'll get:


    - Rob's lessons from 20 years in bonds- Does timing matter?

    - Why 95% of a bond's return is the starting point

    - How to understand the 'yield curve' and maturities

    - Does Rob think now is the best time to invest in 20 years?

    - PIMCO's new EARN ETF and what it doesIf you like this Australian


    Investors Podcast episode on ETF investing, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.This podcast is proudly sponsored by PIMCO.


    Who is Rob Mead?

    Robert Mead is a managing director in the PIMCO Sydney office and co-head of Asia-Pacific portfolio management. Previously, he was an executive vice president of the PIMCO Group, based between Munich and London. Prior to joining PIMCO in 2003, he was a managing director and head of European fixed income at Citigroup Asset Management based between London and New York.He has 36 years of investment experience and holds an undergraduate degree from University of Technology, Sydney, and a graduate diploma in applied finance and investments from the Securities Institute of Australia. Episode Resources - View PIMCO ETFs - Episode with PIMCO's Kanish Chugh on Active v Passive - PIMCO's Aaditya Thakur on Aussie bonds and what an FI manager actually does - Ask a question (select the Investors podcast)


    Show Partner Resources

    - Ask a question (select the Investors podcast)

    - Visit TermPlus to learn more


    Rask Resources

    - All services

    - Financial Planning

    - Invest with us

    - Access Show Notes

    - Ask a question

    - We love feedback!


    Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest


    DISCLAIMER

    This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG) #bondinvesting #investing #ETFs

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1658 no     ETF foundations & are we in an ETF bubble? https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, Owen Rask chats with Global X ETFs portfolio manager Jess Leung about the essentials of investing in ETFs, the risks of ETFs and how ETFs work. If you like ETF investing, or the stock market in general, here's what you'll get: - ETFs 101 - How ETFs work - The different parties involved: market makers, ETF providers and investors - Risks of ETFs - 3 things to do before investing in an ETF - Are ETFs in a bubble? If you like this Australian Investors Podcast episode on ETF investing, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. This podcast is proudly sponsored by Global X. Resources for this episode Jess Leung's $100,000 portfolio episode Global X ETFs list Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 03 Nov 2025 04:00:00 -0000 ETF foundations & are we in an ETF bubble? full Rask In this Australian Investors Podcast episode your host, Owen Rask, chats with ETF portfolio manager Jess Leung about the essentials of investing in ETFs, together with some big picture ETF insights. In this Australian Investors Podcast episode, Owen Rask chats with Global X ETFs portfolio manager Jess Leung about the essentials of investing in ETFs, the risks of ETFs and how ETFs work. If you like ETF investing, or the stock market in general, here's what you'll get: - ETFs 101 - How ETFs work - The different parties involved: market makers, ETF providers and investors - Risks of ETFs - 3 things to do before investing in an ETF - Are ETFs in a bubble? If you like this Australian Investors Podcast episode on ETF investing, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. This podcast is proudly sponsored by Global X. Resources for this episode Jess Leung's $100,000 portfolio episode Global X ETFs list Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, Owen Rask chats with Global X ETFs portfolio manager Jess Leung about the essentials of investing in ETFs, the risks of ETFs and how ETFs work.


    If you like ETF investing, or the stock market in general, here's what you'll get:

    - ETFs 101

    - How ETFs work

    - The different parties involved: market makers, ETF providers and investors

    - Risks of ETFs

    - 3 things to do before investing in an ETF

    - Are ETFs in a bubble?


    If you like this Australian Investors Podcast episode on ETF investing, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.

    This podcast is proudly sponsored by Global X.


    Resources for this episode

    Jess Leung's $100,000 portfolio episode

    Global X ETFs list

    Ask a question (select the Investors podcast)

    Visit TermPlus to learn more


    Rask Resources

    All services

    Financial Planning

    Invest with us

    Access Show Notes

    Ask a question

    We love feedback!


    Follow us on social media:

    Instagram: @rask.invest TikTok: @rask.invest


    DISCLAIMER:

    This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG):

    https://www.rask.com.au/fsg


    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2246 no     WiseTech raided, CSL tanks 16% & revealing our best stock on the market https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Two former ASX darlings just had their worst day in years. WiseTech shares plunged 15.9% after the AFP raided offices over alleged insider trading by founder Richard White. CSL also crashed 15.9%, wiping out $40 billion in value over two months after downgrading earnings and shelving its vaccine spin-off. In this Australian Investors Podcast episode, Owen Rask, Chief Investment Officer of Rask Invest, and Drew Meredith, Director of Wattle Partners, dissect whether these crashes are buying opportunities or serious red flags. They also tackle the uranium boom (up 74%!), reveal their biggest winners of 2025, share their #1 stock picks right now, and answer whether you can be too diversified. Remember who predicted the uranium surge at our Rask Live event? This one's aged well. If you like this Australian Investors Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered – WiseTech AFP raid – Buying opportunity or knife-catching disaster? – CSL crashes 16% – $40B wipeout and what went wrong – Uranium ETFs surge 74% – Someone called it at Rask Live – 19 ASX stocks doubled in 2025 – highest level in 6 years – Black swan stock pick – If you could only buy one stock forever – Can you be too diversified? – Portfolio construction mistakes – Our #1 stock on the market right now – Drew and Owen reveal their top picks Chapters (approximate) (00:00) Introduction (03:56) KKR stock (06:36) Will AI replace Drew? (08:35) Amazon corporate job cuts (10:17) Drew's favourite business right now (11:34) WiseTech (ASX:WTC) (14:51) CSL (ASX:CSL) (22:03) WiseTech (ASX:WTC) (28:29) Domino's Pizza (NASDAQ: DPZ) (34:44) Over & Under (38:12) Microsoft nuclear power plant (43:31) Guy Debelle private credit article (45:50) Listener questions (46:45) One stock - long term (48:36) WiseTech, buy or red flag? (50:26) Bonds or offset account? (51:34) Can you be too diversified? (57:13) Drew's Dad Joke Resources for this episode – AFR article on ASX stocks rallying 100% – Australian Finance Podcast – Ask a question (select the Investors podcast) – Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 31 Oct 2025 20:00:00 -0000 WiseTech raided, CSL tanks 16% & revealing our best stock on the market full Rask In this Australian Investors Podcast 2 Sense episode, Owen Rask and Drew Meredith ask whether Wisetech is a buy after being raided by the AFP, why CSL crashed 16% losing $40 billion, and we reveal our #1 stock picks. Plus: uranium's 74% surge, buying the dip, and portfolio mistakes. Two former ASX darlings just had their worst day in years. WiseTech shares plunged 15.9% after the AFP raided offices over alleged insider trading by founder Richard White. CSL also crashed 15.9%, wiping out $40 billion in value over two months after downgrading earnings and shelving its vaccine spin-off. In this Australian Investors Podcast episode, Owen Rask, Chief Investment Officer of Rask Invest, and Drew Meredith, Director of Wattle Partners, dissect whether these crashes are buying opportunities or serious red flags. They also tackle the uranium boom (up 74%!), reveal their biggest winners of 2025, share their #1 stock picks right now, and answer whether you can be too diversified. Remember who predicted the uranium surge at our Rask Live event? This one's aged well. If you like this Australian Investors Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered – WiseTech AFP raid – Buying opportunity or knife-catching disaster? – CSL crashes 16% – $40B wipeout and what went wrong – Uranium ETFs surge 74% – Someone called it at Rask Live – 19 ASX stocks doubled in 2025 – highest level in 6 years – Black swan stock pick – If you could only buy one stock forever – Can you be too diversified? – Portfolio construction mistakes – Our #1 stock on the market right now – Drew and Owen reveal their top picks Chapters (approximate) (00:00) Introduction (03:56) KKR stock (06:36) Will AI replace Drew? (08:35) Amazon corporate job cuts (10:17) Drew's favourite business right now (11:34) WiseTech (ASX:WTC) (14:51) CSL (ASX:CSL) (22:03) WiseTech (ASX:WTC) (28:29) Domino's Pizza (NASDAQ: DPZ) (34:44) Over & Under (38:12) Microsoft nuclear power plant (43:31) Guy Debelle private credit article (45:50) Listener questions (46:45) One stock - long term (48:36) WiseTech, buy or red flag? (50:26) Bonds or offset account? (51:34) Can you be too diversified? (57:13) Drew's Dad Joke Resources for this episode – AFR article on ASX stocks rallying 100% – Australian Finance Podcast – Ask a question (select the Investors podcast) – Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Two former ASX darlings just had their worst day in years. WiseTech shares plunged 15.9% after the AFP raided offices over alleged insider trading by founder Richard White. CSL also crashed 15.9%, wiping out $40 billion in value over two months after downgrading earnings and shelving its vaccine spin-off.


    In this Australian Investors Podcast episode, Owen Rask, Chief Investment Officer of Rask Invest, and Drew Meredith, Director of Wattle Partners, dissect whether these crashes are buying opportunities or serious red flags.


    They also tackle the uranium boom (up 74%!), reveal their biggest winners of 2025, share their #1 stock picks right now, and answer whether you can be too diversified. Remember who predicted the uranium surge at our Rask Live event? This one's aged well.


    If you like this Australian Investors Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.


    Topics covered

    – WiseTech AFP raid – Buying opportunity or knife-catching disaster?

    – CSL crashes 16% – $40B wipeout and what went wrong

    – Uranium ETFs surge 74% – Someone called it at Rask Live

    – 19 ASX stocks doubled in 2025 – highest level in 6 years

    – Black swan stock pick – If you could only buy one stock forever

    – Can you be too diversified? – Portfolio construction mistakes

    – Our #1 stock on the market right now – Drew and Owen reveal their top picks


    Chapters (approximate)

    (00:00) Introduction

    (03:56) KKR stock

    (06:36) Will AI replace Drew?

    (08:35) Amazon corporate job cuts

    (10:17) Drew's favourite business right now

    (11:34) WiseTech (ASX:WTC)

    (14:51) CSL (ASX:CSL)

    (22:03) WiseTech (ASX:WTC)

    (28:29) Domino's Pizza (NASDAQ: DPZ)

    (34:44) Over & Under

    (38:12) Microsoft nuclear power plant

    (43:31) Guy Debelle private credit article

    (45:50) Listener questions

    (46:45) One stock - long term

    (48:36) WiseTech, buy or red flag?

    (50:26) Bonds or offset account?

    (51:34) Can you be too diversified?

    (57:13) Drew's Dad Joke


    Resources for this episode

    – AFR article on ASX stocks rallying 100%

    – Australian Finance Podcast

    – Ask a question (select the Investors podcast)

    – Visit TermPlus to learn more


    Rask Resources

    All services

    Financial Planning

    Invest with us

    Access Show Notes

    Ask a question

    We love feedback!


    Follow us on social media:

    Instagram: @rask.invest

    TikTok: @rask.invest


    DISCLAIMER:

    This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG):

    https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3558 no     Enough money for 3 generations: how the ultra wealthy manage money ft. Scott Carmichael https://www.raskmedia.com.au/2025/10/13/how-the-ultra-wealthy-manage-money-ft-scott-carmichael/ In this Australian Investors Podcast episode, your host Owen Rask chats with Scott Carmichael of Escala Partners about: – How wealthy families build and preserve wealth – The challenges of transferring wealth across generations – Investment strategies for newly exited business owners – Traits of successful families and the importance of governance If you love learning about wealth management, succession planning, and investing for the long term, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – The T1, T2, T3 framework for family wealth – Scott’s career journey from investment banking to Escala Partners – How ultra-wealthy families create wealth (and the traits they share) – What “day one” looks like after selling a business – The role of investment policy statements (IPS) in long-term wealth planning – Why communication and governance are critical to prevent wealth loss – Lessons families can pass on that aren’t financial – Scott’s advice to his younger self about money and life Resources for this episode - Ask a question (select the Investors podcast) Show partner resources Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources - All services - Financial Planning - Invest with us - Access Show Notes - Ask a question - We love feedback! Follow us on social media – Instagram: [@rask.invest] – TikTok: [@rask.invest] DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 29 Oct 2025 04:00:00 -0000 Enough money for 3 generations: how the ultra wealthy manage money ft. Scott Carmichael full Rask Discover how ultra-wealthy families build, manage, and transfer wealth. Learn key succession and investment insights from Escala Partners’ Scott Carmichael. In this Australian Investors Podcast episode, your host Owen Rask chats with Scott Carmichael of Escala Partners about: – How wealthy families build and preserve wealth – The challenges of transferring wealth across generations – Investment strategies for newly exited business owners – Traits of successful families and the importance of governance If you love learning about wealth management, succession planning, and investing for the long term, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – The T1, T2, T3 framework for family wealth – Scott’s career journey from investment banking to Escala Partners – How ultra-wealthy families create wealth (and the traits they share) – What “day one” looks like after selling a business – The role of investment policy statements (IPS) in long-term wealth planning – Why communication and governance are critical to prevent wealth loss – Lessons families can pass on that aren’t financial – Scott’s advice to his younger self about money and life Resources for this episode - Ask a question (select the Investors podcast) Show partner resources Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources - All services - Financial Planning - Invest with us - Access Show Notes - Ask a question - We love feedback! Follow us on social media – Instagram: [@rask.invest] – TikTok: [@rask.invest] DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Rask chats with Scott Carmichael of Escala Partners about: – How wealthy families build and preserve wealth – The challenges of transferring wealth across generations – Investment strategies for newly exited business owners – Traits of successful families and the importance of governance If you love learning about wealth management, succession planning, and investing for the long term, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – The T1, T2, T3 framework for family wealth – Scott’s career journey from investment banking to Escala Partners – How ultra-wealthy families create wealth (and the traits they share) – What “day one” looks like after selling a business – The role of investment policy statements (IPS) in long-term wealth planning – Why communication and governance are critical to prevent wealth loss – Lessons families can pass on that aren’t financial – Scott’s advice to his younger self about money and life Resources for this episode

    - Ask a question (select the Investors podcast)


    Show partner resources

    Ask a question (select the Investors podcast)

    Visit TermPlus to learn more


    Rask Resources - All services - Financial Planning - Invest with us - Access Show Notes - Ask a question - We love feedback!


    Follow us on social media

    – Instagram: [@rask.invest] – TikTok: [@rask.invest]


    DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2579 no     How do I invest in food? Investing in Farm & Agriculture Technology with Tenacious Ventures https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your host Owen Rask chats with Sarah Nolet and Matthew Pryor: – How big Australia’s ag opportunity really is (55% of land mass in agriculture; ~$3.6t farmland; ~$100b farm-gate output; ~$16b profit) – Tenacious Ventures’ OCP framework for evaluating deals and portfolio construction (incl. 40/60 follow-on reserves) – Deep tech over pure software and why “digitally native ag” doesn’t just mean SaaS – Case studies: SwarmFarm Robotics (robots at scale), Goterra (decentralised waste management using insects and robots), Earthodic (lignin-based coating), plus Jupiter Ionics & Nbryo If you love learning about agtech & venture investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Australia’s agri-food advantages and why small efficiency gains matter for returns – The OCP (Opportunity–Company–Partnership) lens & portfolio pacing (40% initial, 60% follow-on) – Sourcing founders via content and a tight early-stage ecosystem across AU/NZ – Deep tech in ag: companies transforming atoms & molecules, pure not just bits; avoiding the Silicon Valley “over-fund & rush” trap – SwarmFarm’s path from prototypes to robots per week & 10.5m acres covered – Goterrra's decentralised waste “platform” and council use cases – Earthodic's wax-replacement coating leveraging existing infrastructure (no capex-heavy plants) – Fund II's size sizes, typical rounds & who can invest (wholesale/sophisticated) – Final thoughts on climate resilience, farmer adoption & retaining customers once value is proven Resources for this episode Ask a question (select the Investors podcast) Tenacious website Did Silicon Valley kill AgTech? Tenacious Portfolio Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 27 Oct 2025 04:00:00 -0000 How do I invest in food? Investing in Farm & Agriculture Technology with Tenacious Ventures full Rask Tenacious Ventures’ Sarah Nolet & Matthew Pryor unpack Australia’s agtech opportunity, their OCP framework, and plays across SwarmFarm, GoTerra, Orthodic, Jupiter Ionics & Embryo. Learn how VCs assess deep tech in food & fibre. In this Australian Investors Podcast episode, your host Owen Rask chats with Sarah Nolet and Matthew Pryor: – How big Australia’s ag opportunity really is (55% of land mass in agriculture; ~$3.6t farmland; ~$100b farm-gate output; ~$16b profit) – Tenacious Ventures’ OCP framework for evaluating deals and portfolio construction (incl. 40/60 follow-on reserves) – Deep tech over pure software and why “digitally native ag” doesn’t just mean SaaS – Case studies: SwarmFarm Robotics (robots at scale), Goterra (decentralised waste management using insects and robots), Earthodic (lignin-based coating), plus Jupiter Ionics & Nbryo If you love learning about agtech & venture investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Australia’s agri-food advantages and why small efficiency gains matter for returns – The OCP (Opportunity–Company–Partnership) lens & portfolio pacing (40% initial, 60% follow-on) – Sourcing founders via content and a tight early-stage ecosystem across AU/NZ – Deep tech in ag: companies transforming atoms & molecules, pure not just bits; avoiding the Silicon Valley “over-fund & rush” trap – SwarmFarm’s path from prototypes to robots per week & 10.5m acres covered – Goterrra's decentralised waste “platform” and council use cases – Earthodic's wax-replacement coating leveraging existing infrastructure (no capex-heavy plants) – Fund II's size sizes, typical rounds & who can invest (wholesale/sophisticated) – Final thoughts on climate resilience, farmer adoption & retaining customers once value is proven Resources for this episode Ask a question (select the Investors podcast) Tenacious website Did Silicon Valley kill AgTech? Tenacious Portfolio Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Rask chats with Sarah Nolet and Matthew Pryor:

    – How big Australia’s ag opportunity really is (55% of land mass in agriculture; ~$3.6t farmland; ~$100b farm-gate output; ~$16b profit)

    – Tenacious Ventures’ OCP framework for evaluating deals and portfolio construction (incl. 40/60 follow-on reserves)

    – Deep tech over pure software and why “digitally native ag” doesn’t just mean SaaS

    – Case studies: SwarmFarm Robotics (robots at scale), Goterra (decentralised waste management using insects and robots), Earthodic (lignin-based coating), plus Jupiter Ionics & Nbryo


    If you love learning about agtech & venture investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!


    Follow us on Instagram and TikTok for more investing insights.


    Topics Covered

    – Australia’s agri-food advantages and why small efficiency gains matter for returns

    – The OCP (Opportunity–Company–Partnership) lens & portfolio pacing (40% initial, 60% follow-on)

    – Sourcing founders via content and a tight early-stage ecosystem across AU/NZ

    – Deep tech in ag: companies transforming atoms & molecules, pure not just bits; avoiding the Silicon Valley “over-fund & rush” trap

    – SwarmFarm’s path from prototypes to robots per week & 10.5m acres covered

    – Goterrra's decentralised waste “platform” and council use cases

    – Earthodic's wax-replacement coating leveraging existing infrastructure (no capex-heavy plants)

    – Fund II's size sizes, typical rounds & who can invest (wholesale/sophisticated)

    – Final thoughts on climate resilience, farmer adoption & retaining customers once value is proven


    Resources for this episode

    Ask a question (select the Investors podcast)

    Tenacious website

    Did Silicon Valley kill AgTech?

    Tenacious Portfolio

    Visit TermPlus to learn more


    Rask Resources

    All services

    Financial Planning

    Invest with us

    Access Show Notes

    Ask a question

    We love feedback!


    Follow us on social media:

    Instagram: @rask.invest

    TikTok: @rask.invest


    DISCLAIMER:

    This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG):

    https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3637 no     Gold is plunging, Tesla's results, AI x 6 & global small cap ETFs https://www.raskmedia.com.au/2025/10/25/gold-is-plunging-what-now/ In this Australian Investors Podcast episode Owen Rask and Drew Meredith dive into the gold price collapse, Tesla's results and global small cap ETFs. If you like high growth investing, or stocks in general, you'll get the names and analysis of: - The gold price sell-off - Tesla's results - The launch of Tesla autopilot in Australia - The best way to invest in global small cap ETFs - How to write an investment thesis - QSML or Qiao Ma's fund? If you like this Australian Investors Podcast episode on gold and tech, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Questions answered today: Q1 - Keen to hear your thoughts on the ETF QSML, do you think it’s a decent way for the average investor to get some small-cap diversification? Q2 - You have often mentioned using an investment thesis. What's your advice on writing your own? Q3 - I feel like I’m all over the shop. Can you be too diversified? Episode Resources - Diary of a CEO, with Cathie Wood - Qiao Ma episode on Rask - Owen's full autopilot drive - Free trial to advanced stock valuation tools (used by Owen) - Ask a question (select the Investors podcast) - Visit TermPlus to learn more - Buy Gemma’s book “The Money Reset” Show partner resources - Join Pearler using code “RASK” for $15 of Pearler Credit - Get 50% off your first two months using PocketSmith - View Betashares range of funds Rask Resources - All services - Financial Planning - Invest with us - Access Show Notes - Ask a question or give us feedback DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG) Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 24 Oct 2025 20:00:00 -0000 Gold is plunging, Tesla's results, AI x 6 & global small cap ETFs full Rask Owen Rask and Drew Meredith break down the gold price fall, Tesla results, and how to invest in global small cap ETFs on The Australian Investors Podcast. In this Australian Investors Podcast episode Owen Rask and Drew Meredith dive into the gold price collapse, Tesla's results and global small cap ETFs. If you like high growth investing, or stocks in general, you'll get the names and analysis of: - The gold price sell-off - Tesla's results - The launch of Tesla autopilot in Australia - The best way to invest in global small cap ETFs - How to write an investment thesis - QSML or Qiao Ma's fund? If you like this Australian Investors Podcast episode on gold and tech, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Questions answered today: Q1 - Keen to hear your thoughts on the ETF QSML, do you think it’s a decent way for the average investor to get some small-cap diversification? Q2 - You have often mentioned using an investment thesis. What's your advice on writing your own? Q3 - I feel like I’m all over the shop. Can you be too diversified? Episode Resources - Diary of a CEO, with Cathie Wood - Qiao Ma episode on Rask - Owen's full autopilot drive - Free trial to advanced stock valuation tools (used by Owen) - Ask a question (select the Investors podcast) - Visit TermPlus to learn more - Buy Gemma’s book “The Money Reset” Show partner resources - Join Pearler using code “RASK” for $15 of Pearler Credit - Get 50% off your first two months using PocketSmith - View Betashares range of funds Rask Resources - All services - Financial Planning - Invest with us - Access Show Notes - Ask a question or give us feedback DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG) Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode Owen Rask and Drew Meredith dive into the gold price collapse, Tesla's results and global small cap ETFs. If you like high growth investing, or stocks in general, you'll get the names and analysis of:

    - The gold price sell-off - Tesla's results - The launch of Tesla autopilot in Australia - The best way to invest in global small cap ETFs - How to write an investment thesis - QSML or Qiao Ma's fund? If you like this Australian Investors Podcast episode on gold and tech, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Questions answered today:

    Q1 - Keen to hear your thoughts on the ETF QSML, do you think it’s a decent way for the average investor to get some small-cap diversification? Q2 - You have often mentioned using an investment thesis. What's your advice on writing your own? Q3 - I feel like I’m all over the shop. Can you be too diversified? Episode Resources - Diary of a CEO, with Cathie Wood - Qiao Ma episode on Rask - Owen's full autopilot drive - Free trial to advanced stock valuation tools (used by Owen) - Ask a question (select the Investors podcast) - Visit TermPlus to learn more

    - Buy Gemma’s book “The Money Reset”


    Show partner resources


    - Join Pearler using code “RASK” for $15 of Pearler Credit

    - Get 50% off your first two months using PocketSmith

    - View Betashares range of funds


    Rask Resources - All services - Financial Planning - Invest with us - Access Show Notes - Ask a question or give us feedback DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG)

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2979 no     Inside NEU: The ASX pharma star with a long runway for growth https://www.raskmedia.com.au/2025/10/22/inside-neu-the-asx-pharma-star-with-a-long-runway-for-growth/ Jump back to 2021 and Neuren Pharmaceuticals Ltd (ASX: NEU) share price consistently traded around $1.50 and occasionally breached $2. Within three years it would hit a high of $25 a share. NEU received FDA approval for a drug called Trofenetide, a drug which treats a rare syndrome called Rett Syndrome. With a drug on the shelves in the US, NEU now has the cashflows to self-fund the next leg of growth. In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Jon Pilcher, CEO of Neuren Pharmaceuticals (ASX: NEU) to discuss: – The impact of trofinetide on Rett syndrome patients and families – How Neuren partnered to distribute trofinetide in the US – The lifecycle of drug development – Neuren’s ability to self-fund future R&D and the opportunity with NNZ-2591 – Company culture and separating share price from business performance If you love learning about ASX biotechs and healthcare investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Topics Covered – Trofinetide’s life-changing impact on Rett syndrome patients – The commercialisation and distribution partnership in the US – Stages of drug development explained – Neuren’s strategy to self-fund future growth – The culture at Neuren Pharmaceuticals – The potential of NNZ-2591 and timelines for progress – Why investors should separate business performance from share price movement Resources for This Episode – Neuren Pharmaceuticals – Trail to a Texas Trial – Visit TermPlus to learn more Rask Resources 🔗 Explore all Rask services 📋 Get Financial Planning 📈 Start investing with Rask 📜 Access Show Notes ❓ Ask a question – just select the Investors Podcast 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 22 Oct 2025 04:00:00 -0000 Inside NEU: The ASX pharma star with a long runway for growth full Rask Discover why Neuren Pharmaceuticals (ASX: NEU) is seen as a rising star on the ASX, with strong drug development, global partnerships, and a long runway for growth. Jump back to 2021 and Neuren Pharmaceuticals Ltd (ASX: NEU) share price consistently traded around $1.50 and occasionally breached $2. Within three years it would hit a high of $25 a share. NEU received FDA approval for a drug called Trofenetide, a drug which treats a rare syndrome called Rett Syndrome. With a drug on the shelves in the US, NEU now has the cashflows to self-fund the next leg of growth. In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Jon Pilcher, CEO of Neuren Pharmaceuticals (ASX: NEU) to discuss: – The impact of trofinetide on Rett syndrome patients and families – How Neuren partnered to distribute trofinetide in the US – The lifecycle of drug development – Neuren’s ability to self-fund future R&D and the opportunity with NNZ-2591 – Company culture and separating share price from business performance If you love learning about ASX biotechs and healthcare investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Topics Covered – Trofinetide’s life-changing impact on Rett syndrome patients – The commercialisation and distribution partnership in the US – Stages of drug development explained – Neuren’s strategy to self-fund future growth – The culture at Neuren Pharmaceuticals – The potential of NNZ-2591 and timelines for progress – Why investors should separate business performance from share price movement Resources for This Episode – Neuren Pharmaceuticals – Trail to a Texas Trial – Visit TermPlus to learn more Rask Resources 🔗 Explore all Rask services 📋 Get Financial Planning 📈 Start investing with Rask 📜 Access Show Notes ❓ Ask a question – just select the Investors Podcast 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. Learn more about your ad choices. Visit megaphone.fm/adchoices Jump back to 2021 and Neuren Pharmaceuticals Ltd (ASX: NEU) share price consistently traded around $1.50 and occasionally breached $2. Within three years it would hit a high of $25 a share. NEU received FDA approval for a drug called Trofenetide, a drug which treats a rare syndrome called Rett Syndrome. With a drug on the shelves in the US, NEU now has the cashflows to self-fund the next leg of growth. In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Jon Pilcher, CEO of Neuren Pharmaceuticals (ASX: NEU) to discuss: – The impact of trofinetide on Rett syndrome patients and families – How Neuren partnered to distribute trofinetide in the US – The lifecycle of drug development – Neuren’s ability to self-fund future R&D and the opportunity with NNZ-2591 – Company culture and separating share price from business performance If you love learning about ASX biotechs and healthcare investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Topics Covered – Trofinetide’s life-changing impact on Rett syndrome patients – The commercialisation and distribution partnership in the US – Stages of drug development explained – Neuren’s strategy to self-fund future growth – The culture at Neuren Pharmaceuticals – The potential of NNZ-2591 and timelines for progress – Why investors should separate business performance from share price movement Resources for This Episode – Neuren Pharmaceuticals – Trail to a Texas Trial – Visit TermPlus to learn more Rask Resources 🔗 Explore all Rask services 📋 Get Financial Planning 📈 Start investing with Rask 📜 Access Show Notes ❓ Ask a question – just select the Investors Podcast 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3148 no     David Gardner, 6 traits to beat the market, rule breakers & legacy https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your host Owen Rask sits down with David Gardner (co-founder of The Motley Fool and author of Rule Breaker Investing) to discuss: – Beating the market vs indexing – The “lose to win” philosophy and position sizing – The six traits of rule-breaker companies – Conscious capitalism, purpose and culture If you love learning about growth investing and finding outliers, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Beating the market: why David still believes individuals can outperform and why most don’t try – Lose to win: accepting frequent small losses to capture rare, massive winners (Babe Ruth analogy) – Six rule-breaker traits: top dog & first mover, sustainable edge, strong price action, leadership/backers, brand love, and “overvalued” narratives – Final thoughts & how to learn more: AI’s role in research (not a reason to quit stock picking) and making portfolios reflect our best vision for our future Chapters (approximate) (00:00) Introduction (03:55) The Optimistic Investor: David Gardner's Journey (07:42) The Power of Stock Picking: A Historical Perspective (11:41) The Art of Writing: Crafting a Book on Investing (27:06) Embracing Loss: Lessons from Babe Ruth and Investing (37:00) The Six Traits of Rule Breaker Stocks (42:27) Traits of Rule Breaker Companies: A Deep Dive (46:40) The Importance of Overvaluation in Stock Selection (47:51) Learning from Past Mistakes: The Yahoo Experience (49:46) Identifying Top Dogs: The Case of Tesla (58:46) The Role of Consumer Experience in Investing (1:03:58) Conscious Capitalism: Merging Profit with Purpose (1:09:38) The Future of AI in Investing (1:17:59) Long-Term Thinking in Investing Resources for this episode Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 20 Oct 2025 04:00:00 -0000 David Gardner, 6 traits to beat the market, rule breakers & legacy full Rask Discover how David Gardner (The Motley Fool) beats the market, the six traits of rule-breaker stocks, why “lose to win” works, and how to hold for decades. In this Australian Investors Podcast episode, your host Owen Rask sits down with David Gardner (co-founder of The Motley Fool and author of Rule Breaker Investing) to discuss: – Beating the market vs indexing – The “lose to win” philosophy and position sizing – The six traits of rule-breaker companies – Conscious capitalism, purpose and culture If you love learning about growth investing and finding outliers, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Beating the market: why David still believes individuals can outperform and why most don’t try – Lose to win: accepting frequent small losses to capture rare, massive winners (Babe Ruth analogy) – Six rule-breaker traits: top dog & first mover, sustainable edge, strong price action, leadership/backers, brand love, and “overvalued” narratives – Final thoughts & how to learn more: AI’s role in research (not a reason to quit stock picking) and making portfolios reflect our best vision for our future Chapters (approximate) (00:00) Introduction (03:55) The Optimistic Investor: David Gardner's Journey (07:42) The Power of Stock Picking: A Historical Perspective (11:41) The Art of Writing: Crafting a Book on Investing (27:06) Embracing Loss: Lessons from Babe Ruth and Investing (37:00) The Six Traits of Rule Breaker Stocks (42:27) Traits of Rule Breaker Companies: A Deep Dive (46:40) The Importance of Overvaluation in Stock Selection (47:51) Learning from Past Mistakes: The Yahoo Experience (49:46) Identifying Top Dogs: The Case of Tesla (58:46) The Role of Consumer Experience in Investing (1:03:58) Conscious Capitalism: Merging Profit with Purpose (1:09:38) The Future of AI in Investing (1:17:59) Long-Term Thinking in Investing Resources for this episode Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Rask sits down with David Gardner (co-founder of The Motley Fool and author of Rule Breaker Investing) to discuss:

    – Beating the market vs indexing

    – The “lose to win” philosophy and position sizing

    – The six traits of rule-breaker companies

    – Conscious capitalism, purpose and culture


    If you love learning about growth investing and finding outliers, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

    Follow us on Instagram and TikTok for more investing insights.


    Topics Covered

    – Beating the market: why David still believes individuals can outperform and why most don’t try

    – Lose to win: accepting frequent small losses to capture rare, massive winners (Babe Ruth analogy)

    – Six rule-breaker traits: top dog & first mover, sustainable edge, strong price action, leadership/backers, brand love, and “overvalued” narratives

    – Final thoughts & how to learn more: AI’s role in research (not a reason to quit stock picking) and making portfolios reflect our best vision for our future


    Chapters (approximate)

    (00:00) Introduction

    (03:55) The Optimistic Investor: David Gardner's Journey

    (07:42) The Power of Stock Picking: A Historical Perspective

    (11:41) The Art of Writing: Crafting a Book on Investing

    (27:06) Embracing Loss: Lessons from Babe Ruth and Investing

    (37:00) The Six Traits of Rule Breaker Stocks

    (42:27) Traits of Rule Breaker Companies: A Deep Dive

    (46:40) The Importance of Overvaluation in Stock Selection

    (47:51) Learning from Past Mistakes: The Yahoo Experience

    (49:46) Identifying Top Dogs: The Case of Tesla

    (58:46) The Role of Consumer Experience in Investing

    (1:03:58) Conscious Capitalism: Merging Profit with Purpose

    (1:09:38) The Future of AI in Investing

    (1:17:59) Long-Term Thinking in Investing


    Resources for this episode

    Ask a question (select the Investors podcast)

    Visit TermPlus to learn more


    Rask Resources

    All services

    Financial Planning

    Invest with us

    Access Show Notes

    Ask a question

    We love feedback!


    Follow us on social media:

    Instagram: @rask.invest

    TikTok: @rask.invest


    DISCLAIMER:

    This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG):

    https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4901 no     Tesla, PME, WTC, Gold - Buy, Hold or SELL? https://www.raskmedia.com.au/2025/10/16/tesla-pme-wtc-go…buy-hold-or-sell/ In this Australian Investors Podcast episode, Owen Rask and Drew Meredith dive into Tesla Inc (NASDAQ: TSLA), WiseTech Global Ltd (ASX:WTC) and Pro Medicus Ltd (ASX:PME) and whether, or not, it's time to buy. If you like high growth investing, or stocks in general, you'll get the names and analysis of: - Tesla - Pro Medicus - WiseTech - Gold ETFs (and gold in general) - Trump's plan for Gaza - The impact of BHP Group Ltd (ASX:BHP) selling in Chinese Yuan (and NOT US dollars) - Washington H. Soul Pattinson & Co. Ltd (ASX: SOL) and more If you like this Australian Investors Podcast episode on rapid-growth companies, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Questions answered today What are your thoughts on the new range of ETFs Avantis has bought to Australia? - Prado@BeachHouse SOL PATTS is down 14% in a month, is this just some profit taking after the recent Brickworks merger or am I missing something else going on here? - Sell my SOL? Since Owen's bet, Wisetech's share price has gone backwards. Is he still confident in the company breaking the top 20 and winning the cash? - Dicky White How often are derivatives used by investors and are there any ETFs that involve them? - Free the bird Resources for this episode - Free trial to advanced stock valuation tools (used by Owen): Tikr.com/rask - Ask a question (select the Investors podcast): https://bit.ly/R-quest  -Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 17 Oct 2025 20:00:00 -0000 Tesla, PME, WTC, Gold - Buy, Hold or SELL? full Rask In this Australian Investors Podcast episode, your experts dive into Tesla Inc (NASDAQ:TSLA), WiseTech Global (ASX:WTC) and Pro Medicus Ltd (ASX:PME) and whether, or not, it's time to buy. In this Australian Investors Podcast episode, Owen Rask and Drew Meredith dive into Tesla Inc (NASDAQ: TSLA), WiseTech Global Ltd (ASX:WTC) and Pro Medicus Ltd (ASX:PME) and whether, or not, it's time to buy. If you like high growth investing, or stocks in general, you'll get the names and analysis of: - Tesla - Pro Medicus - WiseTech - Gold ETFs (and gold in general) - Trump's plan for Gaza - The impact of BHP Group Ltd (ASX:BHP) selling in Chinese Yuan (and NOT US dollars) - Washington H. Soul Pattinson & Co. Ltd (ASX: SOL) and more If you like this Australian Investors Podcast episode on rapid-growth companies, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Questions answered today What are your thoughts on the new range of ETFs Avantis has bought to Australia? - Prado@BeachHouse SOL PATTS is down 14% in a month, is this just some profit taking after the recent Brickworks merger or am I missing something else going on here? - Sell my SOL? Since Owen's bet, Wisetech's share price has gone backwards. Is he still confident in the company breaking the top 20 and winning the cash? - Dicky White How often are derivatives used by investors and are there any ETFs that involve them? - Free the bird Resources for this episode - Free trial to advanced stock valuation tools (used by Owen): Tikr.com/rask - Ask a question (select the Investors podcast): https://bit.ly/R-quest  -Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, Owen Rask and Drew Meredith dive into Tesla Inc (NASDAQ: TSLA), WiseTech Global Ltd (ASX:WTC) and Pro Medicus Ltd (ASX:PME) and whether, or not, it's time to buy.

    If you like high growth investing, or stocks in general, you'll get the names and analysis of:

    - Tesla

    - Pro Medicus

    - WiseTech

    - Gold ETFs (and gold in general)

    - Trump's plan for Gaza

    - The impact of BHP Group Ltd (ASX:BHP) selling in Chinese Yuan (and NOT US dollars)

    - Washington H. Soul Pattinson & Co. Ltd (ASX: SOL) and more

    If you like this Australian Investors Podcast episode on rapid-growth companies, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.

    Questions answered today

    What are your thoughts on the new range of ETFs Avantis has bought to Australia? - Prado@BeachHouse

    SOL PATTS is down 14% in a month, is this just some profit taking after the recent Brickworks merger or am I missing something else going on here? - Sell my SOL?

    Since Owen's bet, Wisetech's share price has gone backwards. Is he still confident in the company breaking the top 20 and winning the cash? - Dicky White

    How often are derivatives used by investors and are there any ETFs that involve them? - Free the bird

    Resources for this episode

    - Free trial to advanced stock valuation tools (used by Owen): Tikr.com/rask

    - Ask a question (select the Investors podcast): https://bit.ly/R-quest 

    -Visit TermPlus to learn more

    Rask Resources

    All services

    Financial Planning

    Invest with us

    Access Show Notes

    Ask a question

    We love feedback!

    Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest

    DISCLAIMER:

    This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG):

    https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4316 no     Are 5% stock returns the new normal? Or are ASX shares about to crash? Valuations, income & growth investing, ft. Marc Jocum https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your host Owen Rask is joined by Marc Jocum to discuss: – Why ASX returns may not repeat the 13% long-run average – The role of income vs growth in portfolios – ETF strategies like A300, ZYAU and AYLD – Why valuations, CAPE ratios and global diversification matter If you love learning about valuations, ETFs, and smart long-term investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. In this episode we cover: – Why historical ASX returns (13%) may not repeat going forward – Understanding income vs growth in today’s market – ETFs explained: A300, ZYAU, AYLD, and GARP – How to manage behaviour, psychology and optimism in investing Resources for this episode Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 15 Oct 2025 04:00:00 -0000 Are 5% stock returns the new normal? Or are ASX shares about to crash? Valuations, income & growth investing, ft. Marc Jocum full Rask Discover whether ASX returns can sustain historic highs, how to invest for income and growth, and why ETFs like A300, ZYAU & AYLD matter. In this Australian Investors Podcast episode, your host Owen Rask is joined by Marc Jocum to discuss: – Why ASX returns may not repeat the 13% long-run average – The role of income vs growth in portfolios – ETF strategies like A300, ZYAU and AYLD – Why valuations, CAPE ratios and global diversification matter If you love learning about valuations, ETFs, and smart long-term investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. In this episode we cover: – Why historical ASX returns (13%) may not repeat going forward – Understanding income vs growth in today’s market – ETFs explained: A300, ZYAU, AYLD, and GARP – How to manage behaviour, psychology and optimism in investing Resources for this episode Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Rask is joined by Marc Jocum to discuss:


    – Why ASX returns may not repeat the 13% long-run average

    – The role of income vs growth in portfolios

    – ETF strategies like A300, ZYAU and AYLD

    – Why valuations, CAPE ratios and global diversification matter


    If you love learning about valuations, ETFs, and smart long-term investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!


    Follow us on Instagram and TikTok for more investing insights.


    In this episode we cover:

    – Why historical ASX returns (13%) may not repeat going forward

    – Understanding income vs growth in today’s market

    – ETFs explained: A300, ZYAU, AYLD, and GARP

    – How to manage behaviour, psychology and optimism in investing


    Resources for this episode

    Ask a question (select the Investors podcast)

    Visit TermPlus to learn more


    Rask Resources

    All services

    Financial Planning

    Invest with us

    Access Show Notes

    Ask a question

    We love feedback!


    Follow us on social media:

    Instagram: @rask.invest

    TikTok: @rask.invest


    DISCLAIMER:

    This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG):

    https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2674 no     Joe Magyer on unit economics, seed VC and the AI reset https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your host Owen Rask talks with Joe Magyer about: – Why Joe launched Seaplane Ventures and the edge of a solo GP – Transitioning from public markets to early-stage venture – How to read unit economics and spot real network effects early – AI’s impact on venture and today’s warmer but selective market If you love learning about venture capital, SaaS and network effects, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Seaplane Ventures 101: motivation, fund structure and why Austin helps but isn’t everything – Process to “yes”: sourcing, diligence checklists, founder fit, reference calls and valuation context – The market now: post-2021 reset, AI-led momentum and where competition still bites (allocations) – Final thoughts & how to learn more: why pre-seed/seed remain attractive and where craftsmanship still wins Show partner resources Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 13 Oct 2025 04:00:00 -0000 Joe Magyer on unit economics, seed VC and the AI reset full Rask Discover how Seaplane Ventures’ Joe Magyer assesses unit economics, network effects and AI to find high-upside seed deals. Listen now and learn how to spot outliers. In this Australian Investors Podcast episode, your host Owen Rask talks with Joe Magyer about: – Why Joe launched Seaplane Ventures and the edge of a solo GP – Transitioning from public markets to early-stage venture – How to read unit economics and spot real network effects early – AI’s impact on venture and today’s warmer but selective market If you love learning about venture capital, SaaS and network effects, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Seaplane Ventures 101: motivation, fund structure and why Austin helps but isn’t everything – Process to “yes”: sourcing, diligence checklists, founder fit, reference calls and valuation context – The market now: post-2021 reset, AI-led momentum and where competition still bites (allocations) – Final thoughts & how to learn more: why pre-seed/seed remain attractive and where craftsmanship still wins Show partner resources Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Rask talks with Joe Magyer about:

    – Why Joe launched Seaplane Ventures and the edge of a solo GP

    – Transitioning from public markets to early-stage venture

    – How to read unit economics and spot real network effects early

    – AI’s impact on venture and today’s warmer but selective market


    If you love learning about venture capital, SaaS and network effects, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!


    Follow us on Instagram and TikTok for more investing insights.


    Topics Covered

    – Seaplane Ventures 101: motivation, fund structure and why Austin helps but isn’t everything

    – Process to “yes”: sourcing, diligence checklists, founder fit, reference calls and valuation context

    – The market now: post-2021 reset, AI-led momentum and where competition still bites (allocations)

    – Final thoughts & how to learn more: why pre-seed/seed remain attractive and where craftsmanship still wins


    Show partner resources

    Ask a question (select the Investors podcast)

    Visit TermPlus to learn more


    Rask Resources

    All services

    Financial Planning

    Invest with us

    Access Show Notes

    Ask a question

    We love feedback!


    Follow us on social media:

    Instagram: @rask.invest

    TikTok: @rask.invest


    DISCLAIMER:

    This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG):

    https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3431 no     Fortescue (FMG) deep dive, geared ETFs (GGBL) & Drew's 4 bagger on gold https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Are Fortescue Metals Group Ltd (ASX:FMG) shares worth the punt? In this Australian Investors Podcast episode, Owen Rask, Chief Investment Officer of Rask Invest, speaks with Drew Meredith, Director of Wattle Partners. If you invest in ETFs or stocks, you'll love this episode because the fellas answer questions on investment strategy, feature some of the ASX's top quality companies and review their $10,000 portfolios. If you like this Australian Investors Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today: – Owen returns from Double Bay – Fortescue Metals Group Ltd (ASX: FMG) deep dive – CBOE approved for Australian IPOs – GOLD is crushing it - why?! – OpenAI is now a $US500 million private company – Q: Is it worth investing in US stocks with a Pty Ltd holding structure? – Q: How to build a 10-property portfolio – Q: Are geared ETFs like Betashares GGBL and Betashares GHHF a no brainer? Chapters (approximate) (00:00) Introduction (08:34) Fortescue ASX:FMG (15:03) Bullish – Fortescue (21:42) Cboe Global Markets (25:32) ASX Shares (29:33) Gold (Hedged) (36:39) HMC Capital ASX:HMC (39:02) OpenAI (43:59) Tax, Franking & Dividient, PTY LTD (50:00) Investment Properties (55:41) Geared funds (1:03:01) Drew's Dad Joke Resources for this episode Australian Finance Podcast Ask a question (select the Investors podcast) David Gardner's Rule Breaker Investing book Show partner resources Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 10 Oct 2025 20:00:00 -0000 Fortescue (FMG) deep dive, geared ETFs (GGBL) & Drew's 4 bagger on gold full Rask Is Fortescue (ASX:FMG) worth the punt? In this Australian Investors Podcast episode, Owen Rask, Chief Investment Officer of Rask Invest, speaks with Drew Meredith, Director of Wattle Partners. Are Fortescue Metals Group Ltd (ASX:FMG) shares worth the punt? In this Australian Investors Podcast episode, Owen Rask, Chief Investment Officer of Rask Invest, speaks with Drew Meredith, Director of Wattle Partners. If you invest in ETFs or stocks, you'll love this episode because the fellas answer questions on investment strategy, feature some of the ASX's top quality companies and review their $10,000 portfolios. If you like this Australian Investors Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today: – Owen returns from Double Bay – Fortescue Metals Group Ltd (ASX: FMG) deep dive – CBOE approved for Australian IPOs – GOLD is crushing it - why?! – OpenAI is now a $US500 million private company – Q: Is it worth investing in US stocks with a Pty Ltd holding structure? – Q: How to build a 10-property portfolio – Q: Are geared ETFs like Betashares GGBL and Betashares GHHF a no brainer? Chapters (approximate) (00:00) Introduction (08:34) Fortescue ASX:FMG (15:03) Bullish – Fortescue (21:42) Cboe Global Markets (25:32) ASX Shares (29:33) Gold (Hedged) (36:39) HMC Capital ASX:HMC (39:02) OpenAI (43:59) Tax, Franking & Dividient, PTY LTD (50:00) Investment Properties (55:41) Geared funds (1:03:01) Drew's Dad Joke Resources for this episode Australian Finance Podcast Ask a question (select the Investors podcast) David Gardner's Rule Breaker Investing book Show partner resources Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Are Fortescue Metals Group Ltd (ASX:FMG) shares worth the punt? In this Australian Investors Podcast episode, Owen Rask, Chief Investment Officer of Rask Invest, speaks with Drew Meredith, Director of Wattle Partners.


    If you invest in ETFs or stocks, you'll love this episode because the fellas answer questions on investment strategy, feature some of the ASX's top quality companies and review their $10,000 portfolios.


    If you like this Australian Investors Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.


    Topics covered today:

    – Owen returns from Double Bay

    – Fortescue Metals Group Ltd (ASX: FMG) deep dive

    – CBOE approved for Australian IPOs

    – GOLD is crushing it - why?!

    – OpenAI is now a $US500 million private company

    – Q: Is it worth investing in US stocks with a Pty Ltd holding structure?

    – Q: How to build a 10-property portfolio

    – Q: Are geared ETFs like Betashares GGBL and Betashares GHHF a no brainer?


    Chapters (approximate)

    (00:00) Introduction

    (08:34) Fortescue ASX:FMG

    (15:03) Bullish – Fortescue

    (21:42) Cboe Global Markets

    (25:32) ASX Shares

    (29:33) Gold (Hedged)

    (36:39) HMC Capital ASX:HMC

    (39:02) OpenAI

    (43:59) Tax, Franking & Dividient, PTY LTD

    (50:00) Investment Properties

    (55:41) Geared funds

    (1:03:01) Drew's Dad Joke


    Resources for this episode

    Australian Finance Podcast

    Ask a question (select the Investors podcast)

    David Gardner's Rule Breaker Investing book


    Show partner resources Visit TermPlus to learn more


    Rask Resources

    All services

    Financial Planning

    Invest with us

    Access Show Notes

    Ask a question

    We love feedback!


    Follow us on social media:

    Instagram: @rask.invest

    TikTok: @rask.invest


    DISCLAIMER:

    This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG):

    https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3908 no     Alan Pullen on Magellan’s process, Alphabet’s AI search risk, Nike’s comeback and Universal Music Group https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Alan Pullen (Magellan Investment Partners)—in conjunction with the Australian Shareholders Association (ASA)—to unpack Magellan’s research process, position sizing and three companies piquing his curiosity right now: Alphabet/Google, Nike (and Adidas) and Universal Music Group. They cover: – Alphabet’s evolving search moat and Gen AI disruption (plus YouTube, Google Cloud and Waymo) – Nike’s stumble and potential recovery (DTC pivot, product innovation and wholesale partners) – Universal Music Group’s “toll road” economics in streaming – Magellan’s analyst workflow, incentives, and risk lens If you love learning about long-term, quality-focused global investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – How Magellan filters 1,600 stocks to ~200 quality names and vets moats, risks and reinvestment runways – Alphabet’s two-sided setup: legacy search profits vs Gen AI search, and the roles of YouTube, GCP and Waymo – Nike’s missteps (DTC pivot, weaker innovation) and what a credible turnaround could look like; Adidas as #2 and China dynamics – Universal Music Group’s bargaining power with streamers and artists, and key risks to label economics – Lessons learned: avoid leverage, start early, nurture curiosity; Howard Marks’ memos; “Bank of Dad” compounding chat with teens – Final notes and how to learn more Resources for this episode – Visit TermPlus to learn more Chapters (approximate) (00:00) Introduction (01:43) A Day in the Life of Alan Pullen (06:43) Investment Philosophy and Team Structure (14:00) The Analyst's Role in Investment Decisions (18:52) Curiosity in Investing: Companies of Interest (31:09) Exploring Sportswear Giants: Nike and Adidas (32:41) Opportunities in Athletic Wear: Nike vs. Adidas (34:08) Market Dynamics and Consumer Strategies (36:19) Contrarian Investing: Identifying Value in Downturns (37:27) Consumer Spending Trends and Economic Indicators (38:24) Universal Music Group: A Unique Investment Perspective (42:01) Risks in the Music Industry: Balancing Power (44:07) Lessons from Past Investments: The Dangers of Leverage (46:58) Investment Wisdom: Insights from Howard Marks (48:40) Advice for Young Investors: Start Early and Avoid Leverage Rask Resources 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 08 Oct 2025 04:00:00 -0000 Alan Pullen on Magellan’s process, Alphabet’s AI search risk, Nike’s comeback and Universal Music Group full Rask Learn Magellan PM Alan Pullen’s process, take on Alphabet, Nike and Universal Music Group, and investing lessons. Listen now and subscribe to The Australian Investors Podcast. In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Alan Pullen (Magellan Investment Partners)—in conjunction with the Australian Shareholders Association (ASA)—to unpack Magellan’s research process, position sizing and three companies piquing his curiosity right now: Alphabet/Google, Nike (and Adidas) and Universal Music Group. They cover: – Alphabet’s evolving search moat and Gen AI disruption (plus YouTube, Google Cloud and Waymo) – Nike’s stumble and potential recovery (DTC pivot, product innovation and wholesale partners) – Universal Music Group’s “toll road” economics in streaming – Magellan’s analyst workflow, incentives, and risk lens If you love learning about long-term, quality-focused global investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – How Magellan filters 1,600 stocks to ~200 quality names and vets moats, risks and reinvestment runways – Alphabet’s two-sided setup: legacy search profits vs Gen AI search, and the roles of YouTube, GCP and Waymo – Nike’s missteps (DTC pivot, weaker innovation) and what a credible turnaround could look like; Adidas as #2 and China dynamics – Universal Music Group’s bargaining power with streamers and artists, and key risks to label economics – Lessons learned: avoid leverage, start early, nurture curiosity; Howard Marks’ memos; “Bank of Dad” compounding chat with teens – Final notes and how to learn more Resources for this episode – Visit TermPlus to learn more Chapters (approximate) (00:00) Introduction (01:43) A Day in the Life of Alan Pullen (06:43) Investment Philosophy and Team Structure (14:00) The Analyst's Role in Investment Decisions (18:52) Curiosity in Investing: Companies of Interest (31:09) Exploring Sportswear Giants: Nike and Adidas (32:41) Opportunities in Athletic Wear: Nike vs. Adidas (34:08) Market Dynamics and Consumer Strategies (36:19) Contrarian Investing: Identifying Value in Downturns (37:27) Consumer Spending Trends and Economic Indicators (38:24) Universal Music Group: A Unique Investment Perspective (42:01) Risks in the Music Industry: Balancing Power (44:07) Lessons from Past Investments: The Dangers of Leverage (46:58) Investment Wisdom: Insights from Howard Marks (48:40) Advice for Young Investors: Start Early and Avoid Leverage Rask Resources 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Alan Pullen (Magellan Investment Partners)—in conjunction with the Australian Shareholders Association (ASA)—to unpack Magellan’s research process, position sizing and three companies piquing his curiosity right now: Alphabet/Google, Nike (and Adidas) and Universal Music Group.


    They cover:

    – Alphabet’s evolving search moat and Gen AI disruption (plus YouTube, Google Cloud and Waymo)

    – Nike’s stumble and potential recovery (DTC pivot, product innovation and wholesale partners)

    – Universal Music Group’s “toll road” economics in streaming

    – Magellan’s analyst workflow, incentives, and risk lens


    If you love learning about long-term, quality-focused global investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!


    Follow us on Instagram and TikTok for more investing insights.


    Topics Covered

    – How Magellan filters 1,600 stocks to ~200 quality names and vets moats, risks and reinvestment runways

    – Alphabet’s two-sided setup: legacy search profits vs Gen AI search, and the roles of YouTube, GCP and Waymo

    – Nike’s missteps (DTC pivot, weaker innovation) and what a credible turnaround could look like; Adidas as #2 and China dynamics

    – Universal Music Group’s bargaining power with streamers and artists, and key risks to label economics

    – Lessons learned: avoid leverage, start early, nurture curiosity; Howard Marks’ memos; “Bank of Dad” compounding chat with teens

    – Final notes and how to learn more


    Resources for this episode

    – Visit TermPlus to learn more


    Chapters (approximate)

    (00:00) Introduction

    (01:43) A Day in the Life of Alan Pullen

    (06:43) Investment Philosophy and Team Structure

    (14:00) The Analyst's Role in Investment Decisions

    (18:52) Curiosity in Investing: Companies of Interest

    (31:09) Exploring Sportswear Giants: Nike and Adidas

    (32:41) Opportunities in Athletic Wear: Nike vs. Adidas

    (34:08) Market Dynamics and Consumer Strategies

    (36:19) Contrarian Investing: Identifying Value in Downturns

    (37:27) Consumer Spending Trends and Economic Indicators

    (38:24) Universal Music Group: A Unique Investment Perspective

    (42:01) Risks in the Music Industry: Balancing Power

    (44:07) Lessons from Past Investments: The Dangers of Leverage

    (46:58) Investment Wisdom: Insights from Howard Marks

    (48:40) Advice for Young Investors: Start Early and Avoid Leverage


    Rask Resources

    🔗 Explore all Rask services – https://bit.ly/R-services

    📋 Get Financial Planning – https://bit.ly/R-plan

    📈 Start investing with Rask – https://bit.ly/R-invest

    📜 Access Show Notes – https://bit.ly/R-notes

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


    📲 Follow us on social media:

    – Instagram: @rask.invest

    – TikTok: @rask.invest


    DISCLAIMER

    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.

    #Investing #Finance #AustralianInvestorsPodcast

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3227 no     AGM season, BHP’s China chill, private credit lessons and cyber security ETFs https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your hosts Mitchell and Drew Meredith discuss: – AGM season watch-list (BHP, Mineral Resources and more) – BHP’s China headwinds and iron ore implications – Private credit due diligence and Term Plus Q&A – Cyber security tailwinds, Asahi’s outage and ETF picks If you love learning about investing trends, ETFs and ASX news, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – AGM season preview: what we’re watching across the ASX, plus Mineral Resources governance chatter – BHP & China: iron ore dynamics when geopolitics meets markets – AP Eagers’ $1b Canadian deal: expansion risks and frameworks for offshore moves – Private credit 101: ASIC context, due diligence must-haves, and Term Plus insights with Nehemiah Richardson – Cyber security risk in real life: Asahi’s Japan outage and why cyber security spend is rising – HACK vs BUG: how we think about satellite exposure to cyber security – US government shutdowns: what history says for markets – Community & portfolios: Rask community highlights, winners/laggards, and a dad joke to finish Resources for this episode Ask a question (select the Investors podcast) REP 814 Private credit in Australia Show partner resources Visit TermPlus to learn more Chapters (approximate) (00:00) Introduction (02:29) Getting Spotted in Public (07:25) Finance News (10:32) BHP ASX:BHP (15:55) WiseTech ASX:WTC (16:50) Eagers Automotive ASX:APE (19:58) Macquarie Group ASX:MQG (24:31) Returns: Too Good to Be True (29:53) Southern Cross ASX:SXL & Seven West ASX:SWM (36:14) Nehemiah Richardson, TermPlus (36:54) Understanding Private Credit in Australia (44:58) Misconceptions in Private Credit (48:11) Due Diligence in Private Credit Investments (53:05) Asahi Japan Cyber Attack (55:07) Cyber Security Stocks (1:00:20) U.S. Government Shutdown (1:02:57) Fake Portfolios Update (1:05:48) Drew's Dad Joke Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 03 Oct 2025 21:00:00 -0000 AGM season, BHP’s China chill, private credit lessons and cyber security ETFs full Rask AGM season highlights, BHP’s China headwinds, Mineral Resources drama, private credit due diligence, cyber security ETFs (HACK vs BUG) and more. In this Australian Investors Podcast episode, your hosts Mitchell and Drew Meredith discuss: – AGM season watch-list (BHP, Mineral Resources and more) – BHP’s China headwinds and iron ore implications – Private credit due diligence and Term Plus Q&A – Cyber security tailwinds, Asahi’s outage and ETF picks If you love learning about investing trends, ETFs and ASX news, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – AGM season preview: what we’re watching across the ASX, plus Mineral Resources governance chatter – BHP & China: iron ore dynamics when geopolitics meets markets – AP Eagers’ $1b Canadian deal: expansion risks and frameworks for offshore moves – Private credit 101: ASIC context, due diligence must-haves, and Term Plus insights with Nehemiah Richardson – Cyber security risk in real life: Asahi’s Japan outage and why cyber security spend is rising – HACK vs BUG: how we think about satellite exposure to cyber security – US government shutdowns: what history says for markets – Community & portfolios: Rask community highlights, winners/laggards, and a dad joke to finish Resources for this episode Ask a question (select the Investors podcast) REP 814 Private credit in Australia Show partner resources Visit TermPlus to learn more Chapters (approximate) (00:00) Introduction (02:29) Getting Spotted in Public (07:25) Finance News (10:32) BHP ASX:BHP (15:55) WiseTech ASX:WTC (16:50) Eagers Automotive ASX:APE (19:58) Macquarie Group ASX:MQG (24:31) Returns: Too Good to Be True (29:53) Southern Cross ASX:SXL & Seven West ASX:SWM (36:14) Nehemiah Richardson, TermPlus (36:54) Understanding Private Credit in Australia (44:58) Misconceptions in Private Credit (48:11) Due Diligence in Private Credit Investments (53:05) Asahi Japan Cyber Attack (55:07) Cyber Security Stocks (1:00:20) U.S. Government Shutdown (1:02:57) Fake Portfolios Update (1:05:48) Drew's Dad Joke Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your hosts Mitchell and Drew Meredith discuss:

    – AGM season watch-list (BHP, Mineral Resources and more)

    – BHP’s China headwinds and iron ore implications

    – Private credit due diligence and Term Plus Q&A

    – Cyber security tailwinds, Asahi’s outage and ETF picks


    If you love learning about investing trends, ETFs and ASX news, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!


    Follow us on Instagram and TikTok for more investing insights.


    Topics Covered

    – AGM season preview: what we’re watching across the ASX, plus Mineral Resources governance chatter

    – BHP & China: iron ore dynamics when geopolitics meets markets

    – AP Eagers’ $1b Canadian deal: expansion risks and frameworks for offshore moves

    – Private credit 101: ASIC context, due diligence must-haves, and Term Plus insights with Nehemiah Richardson

    – Cyber security risk in real life: Asahi’s Japan outage and why cyber security spend is rising

    – HACK vs BUG: how we think about satellite exposure to cyber security

    – US government shutdowns: what history says for markets

    – Community & portfolios: Rask community highlights, winners/laggards, and a dad joke to finish


    Resources for this episode

    Ask a question (select the Investors podcast)

    REP 814 Private credit in Australia


    Show partner resources

    Visit TermPlus to learn more


    Chapters (approximate)

    (00:00) Introduction

    (02:29) Getting Spotted in Public

    (07:25) Finance News

    (10:32) BHP ASX:BHP

    (15:55) WiseTech ASX:WTC

    (16:50) Eagers Automotive ASX:APE

    (19:58) Macquarie Group ASX:MQG

    (24:31) Returns: Too Good to Be True

    (29:53) Southern Cross ASX:SXL & Seven West ASX:SWM

    (36:14) Nehemiah Richardson, TermPlus

    (36:54) Understanding Private Credit in Australia

    (44:58) Misconceptions in Private Credit

    (48:11) Due Diligence in Private Credit Investments

    (53:05) Asahi Japan Cyber Attack

    (55:07) Cyber Security Stocks

    (1:00:20) U.S. Government Shutdown

    (1:02:57) Fake Portfolios Update

    (1:05:48) Drew's Dad Joke


    Rask Resources

    All services

    Financial Planning

    Invest with us

    Access Show Notes

    Ask a question

    We love feedback!


    Follow us on social media:

    Instagram: @rask.invest

    TikTok: @rask.invest


    DISCLAIMER:

    This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG):

    https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4065 no     Rob Millner & Todd Barlow on Soul Patts: the past, present & future https://www.raskmedia.com.au/2025/10/01/rob-millner-todd-barlow-on-soul-patts-the-past-present-future/ In this Australian Investors Podcast episode, your host Owen Rask sits down with Robert Millner (Chairman) and Todd Barlow (CEO) of Washington H. Soul Pattinson (ASX:SOL) to explore one of Australia’s most remarkable investment stories: – How Soul Patts achieved dividend aristocrat status with 120+ years of payouts – Why the Brickworks merger made sense and what it means for investors – The secrets behind Soul Patts’ long-term investing approach – How the team thinks about diversification, private markets, and future opportunities If you love learning about long-term investing and dividend growth, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – How Soul Patts built its dividend track record since 1903 – Why the Brickworks merger and Milton deal were strategically important – Soul Patts’ “opportunity-led” investment philosophy and culture – Final thoughts on dividends, long-term growth, and what excites Rob Millner and Todd Barlow about the future Resources for this episode - Learn more about Soul Patts here- Attend their upcoming Shareholder Briefings (set for the first week of October 2025) here - Ask a question (select the Investors podcast) - Visit TermPlus to learn more Rask Resources - All services - Financial Planning - Invest with us - Access Show Notes - Ask a question - We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG) Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 01 Oct 2025 05:00:00 -0000 Rob Millner & Todd Barlow on Soul Patts: the past, present & future full Rask Discover how Washington H. Soul Pattinson achieved dividend aristocrat status, merged with Brickworks, and built a 120-year legacy of long-term investing. In this Australian Investors Podcast episode, your host Owen Rask sits down with Robert Millner (Chairman) and Todd Barlow (CEO) of Washington H. Soul Pattinson (ASX:SOL) to explore one of Australia’s most remarkable investment stories: – How Soul Patts achieved dividend aristocrat status with 120+ years of payouts – Why the Brickworks merger made sense and what it means for investors – The secrets behind Soul Patts’ long-term investing approach – How the team thinks about diversification, private markets, and future opportunities If you love learning about long-term investing and dividend growth, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – How Soul Patts built its dividend track record since 1903 – Why the Brickworks merger and Milton deal were strategically important – Soul Patts’ “opportunity-led” investment philosophy and culture – Final thoughts on dividends, long-term growth, and what excites Rob Millner and Todd Barlow about the future Resources for this episode - Learn more about Soul Patts here- Attend their upcoming Shareholder Briefings (set for the first week of October 2025) here - Ask a question (select the Investors podcast) - Visit TermPlus to learn more Rask Resources - All services - Financial Planning - Invest with us - Access Show Notes - Ask a question - We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG) Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Rask sits down with Robert Millner (Chairman) and Todd Barlow (CEO) of Washington H. Soul Pattinson (ASX:SOL) to explore one of Australia’s most remarkable investment stories:

    – How Soul Patts achieved dividend aristocrat status with 120+ years of payouts – Why the Brickworks merger made sense and what it means for investors – The secrets behind Soul Patts’ long-term investing approach – How the team thinks about diversification, private markets, and future opportunities


    If you love learning about long-term investing and dividend growth, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!


    Follow us on Instagram and TikTok for more investing insights.


    Topics Covered


    – How Soul Patts built its dividend track record since 1903 – Why the Brickworks merger and Milton deal were strategically important – Soul Patts’ “opportunity-led” investment philosophy and culture – Final thoughts on dividends, long-term growth, and what excites Rob Millner and Todd Barlow about the future


    Resources for this episode


    - Learn more about Soul Patts here
    - Attend their upcoming Shareholder Briefings (set for the first week of October 2025) here

    - Ask a question (select the Investors podcast)

    - Visit TermPlus to learn more


    Rask Resources

    - All services

    - Financial Planning

    - Invest with us

    - Access Show Notes

    - Ask a question

    - We love feedback!


    Follow us on social media:

    Instagram: @rask.invest TikTok: @rask.invest


    DISCLAIMER

    This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG)

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2986 no     What do bond fund managers actually do? With Aaditya Thakur from PIMCO https://www.raskmedia.com.au/2025/09/29/what-does-a-bond-manager-actually-do-with-aaditya-thakur/ In this Australian Investors Podcast episode, your host Owen Rask sits down with Aaditya Thakur (PIMCO) to discuss: – What a bond fund manager actually does – The role of macroeconomic forecasting in fixed income – PIMCO’s multi-layered investment process – Why bonds still matter for investors in 2025 If you love learning about fixed income and asset allocation, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube Follow us on Instagram and TikTok for more investing insights. ~~Topics Covered~~ – What a bond portfolio manager actually does day to day – Top-down vs. bottom-up bond analysis – How PIMCO runs global investment strategy sessions – Why bonds offer diversification and income for Aussie investors ~~Resources for This Episode~~ - Visit TermPlus to learn more - Learn more about PIMCO - Pimco Australian bond fund - Pimco ETFs ~~ Rask Resources ~~ 🔗 Explore all Rask services 📋 Get Financial Planning 📈 Start investing with Rask 📜 Access Show Notes ❓ Ask a question – just select the Investors Podcast 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 29 Sep 2025 05:00:00 -0000 What do bond fund managers actually do? With Aaditya Thakur from PIMCO full Rask Discover what a bond fund manager actually does. PIMCO's Aaditya Sood joins Owen Rask to explain fixed income investing, macro strategy, portfolio construction, and why bonds remain essential in every investor’s portfolio. In this Australian Investors Podcast episode, your host Owen Rask sits down with Aaditya Thakur (PIMCO) to discuss: – What a bond fund manager actually does – The role of macroeconomic forecasting in fixed income – PIMCO’s multi-layered investment process – Why bonds still matter for investors in 2025 If you love learning about fixed income and asset allocation, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube Follow us on Instagram and TikTok for more investing insights. ~~Topics Covered~~ – What a bond portfolio manager actually does day to day – Top-down vs. bottom-up bond analysis – How PIMCO runs global investment strategy sessions – Why bonds offer diversification and income for Aussie investors ~~Resources for This Episode~~ - Visit TermPlus to learn more - Learn more about PIMCO - Pimco Australian bond fund - Pimco ETFs ~~ Rask Resources ~~ 🔗 Explore all Rask services 📋 Get Financial Planning 📈 Start investing with Rask 📜 Access Show Notes ❓ Ask a question – just select the Investors Podcast 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Rask sits down with Aaditya Thakur (PIMCO) to discuss: – What a bond fund manager actually does – The role of macroeconomic forecasting in fixed income – PIMCO’s multi-layered investment process – Why bonds still matter for investors in 2025 If you love learning about fixed income and asset allocation, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube Follow us on Instagram and TikTok for more investing insights. ~~Topics Covered~~ – What a bond portfolio manager actually does day to day – Top-down vs. bottom-up bond analysis – How PIMCO runs global investment strategy sessions – Why bonds offer diversification and income for Aussie investors ~~Resources for This Episode~~

    - Visit TermPlus to learn more

    - Learn more about PIMCO

    - Pimco Australian bond fund

    - Pimco ETFs

    ~~ Rask Resources ~~ 🔗 Explore all Rask services 📋 Get Financial Planning 📈 Start investing with Rask 📜 Access Show Notes ❓ Ask a question – just select the Investors Podcast 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1499 no     Why it’s hard to start investing and how to overcome it – with money coach Karen Eley https://www.raskmedia.com.au/2025/09/25/why-its-hard-to-…w-to-overcome-it/ In this Australian Investors Podcast episode, your hosts Owen Rask and Karen Eley discuss: – Why many people struggle to start investing – The role of fear, self-trust, and money stories in investing – How couples can build financial intimacy and overcome money biases – Practical strategies to build confidence and start investing If you love learning about investing psychology and practical money habits, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered: – Why self-doubt and fear hold people back from investing – Common money stories and how they shape financial behaviour – Building self-trust and financial intimacy in relationships – Practical strategies like planning, automation, and journaling – How to overcome behavioural biases such as overconfidence, recency bias, and anchoring – Simple steps to finally start investing Resources for this episode ⁠Karen's coaching website & quiz⁠ ⁠Karen's corporate bookings⁠ Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 29 Sep 2025 05:00:00 -0000 Why it’s hard to start investing and how to overcome it – with money coach Karen Eley full Rask Discover why so many people find it difficult to start investing, the psychology behind money fears, and practical ways to overcome them with money coach Karen Eley. In this Australian Investors Podcast episode, your hosts Owen Rask and Karen Eley discuss: – Why many people struggle to start investing – The role of fear, self-trust, and money stories in investing – How couples can build financial intimacy and overcome money biases – Practical strategies to build confidence and start investing If you love learning about investing psychology and practical money habits, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered: – Why self-doubt and fear hold people back from investing – Common money stories and how they shape financial behaviour – Building self-trust and financial intimacy in relationships – Practical strategies like planning, automation, and journaling – How to overcome behavioural biases such as overconfidence, recency bias, and anchoring – Simple steps to finally start investing Resources for this episode ⁠Karen's coaching website & quiz⁠ ⁠Karen's corporate bookings⁠ Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your hosts Owen Rask and Karen Eley discuss:

    – Why many people struggle to start investing

    – The role of fear, self-trust, and money stories in investing

    – How couples can build financial intimacy and overcome money biases

    – Practical strategies to build confidence and start investing

    If you love learning about investing psychology and practical money habits, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

    Follow us on Instagram and TikTok for more investing insights.

    Topics Covered:

    – Why self-doubt and fear hold people back from investing

    – Common money stories and how they shape financial behaviour

    – Building self-trust and financial intimacy in relationships

    – Practical strategies like planning, automation, and journaling

    – How to overcome behavioural biases such as overconfidence, recency bias, and anchoring

    – Simple steps to finally start investing

    Resources for this episode

    ⁠Karen's coaching website & quiz⁠

    ⁠Karen's corporate bookings⁠

    Ask a question (select the Investors podcast)

    Visit TermPlus to learn more

    Rask Resources

    All services

    Financial Planning

    Invest with us

    Access Show Notes

    Ask a question

    We love feedback!

    Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest

    DISCLAIMER:

    This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG):

    https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2085 no     ASIC stops Latrobe Financial, Transurban’s NZ move, Reese buyback, AI boom, and ETFs explained https://www.raskmedia.com.au/2025/09/25/asic-halts-latro…ns-for-investors/ In this Australian Investors Podcast episode, your hosts Drew Meredith and Mitch discuss: – ASIC’s stop order on Latrobe Financial – Transurban’s planned New Zealand toll road acquisition – Reese’s (ASX:REH) buyback and market reaction – AI’s trillion-dollar investment cycle and ETF impacts If you love learning about investing, corporate Australia, and global megatrends, subscribe to the Australian Investors Podcast on **Apple, Spotify, or YouTube!** Follow us on Instagram and TikTok for more investing insights. Topics Covered: – The top 10 most powerful people in corporate Australia for 2025 – ASIC’s stop order on Latrobe Financial and private credit concerns – Transurban’s New Zealand toll road expansion – Reese’s (ASX:REH) share buyback and capital allocation – The AI mega-investment cycle, Nvidia, and energy demand – ETF flows and whether they push up stock prices – Diversification risks in employee share schemes – Listener Q&A on borrowing against shares, ETFs, and property Resources for this episode Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 26 Sep 2025 21:00:00 -0000 ASIC halts Latrobe Financial products and what it means for investors full Rask ASIC’s stop order on Latrobe Financial, Transurban’s NZ acquisition, Reese (ASX:REH) buyback, AI investment cycle, and the impact of ETFs In this Australian Investors Podcast episode, your hosts Drew Meredith and Mitch discuss: – ASIC’s stop order on Latrobe Financial – Transurban’s planned New Zealand toll road acquisition – Reese’s (ASX:REH) buyback and market reaction – AI’s trillion-dollar investment cycle and ETF impacts If you love learning about investing, corporate Australia, and global megatrends, subscribe to the Australian Investors Podcast on **Apple, Spotify, or YouTube!** Follow us on Instagram and TikTok for more investing insights. Topics Covered: – The top 10 most powerful people in corporate Australia for 2025 – ASIC’s stop order on Latrobe Financial and private credit concerns – Transurban’s New Zealand toll road expansion – Reese’s (ASX:REH) share buyback and capital allocation – The AI mega-investment cycle, Nvidia, and energy demand – ETF flows and whether they push up stock prices – Diversification risks in employee share schemes – Listener Q&A on borrowing against shares, ETFs, and property Resources for this episode Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your hosts Drew Meredith and Mitch discuss:

    – ASIC’s stop order on Latrobe Financial

    – Transurban’s planned New Zealand toll road acquisition

    – Reese’s (ASX:REH) buyback and market reaction

    – AI’s trillion-dollar investment cycle and ETF impacts

    If you love learning about investing, corporate Australia, and global megatrends, subscribe to the Australian Investors Podcast on **Apple, Spotify, or YouTube!**

    Follow us on Instagram and TikTok for more investing insights.

    Topics Covered:

    – The top 10 most powerful people in corporate Australia for 2025

    – ASIC’s stop order on Latrobe Financial and private credit concerns

    – Transurban’s New Zealand toll road expansion

    – Reese’s (ASX:REH) share buyback and capital allocation

    – The AI mega-investment cycle, Nvidia, and energy demand

    – ETF flows and whether they push up stock prices

    – Diversification risks in employee share schemes

    – Listener Q&A on borrowing against shares, ETFs, and property

    Resources for this episode

    Ask a question (select the Investors podcast)

    Visit TermPlus to learn more

    Rask Resources

    All services

    Financial Planning

    Invest with us

    Access Show Notes

    Ask a question

    We love feedback!

    Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest

    DISCLAIMER:

    This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG):

    https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2712 no     Building a $100k ETF portfolio with Jess Leung from Global X https://www.raskmedia.com.au/2025/09/19/building-a-100k-…ng-from-global-x/ ETF portfolio manager Jess Leung from Global X joins the Australian Investors Podcast to build a $100k ETF portfolio and share her strategy for long-term investing. In this Australian Investors Podcast episode, your hosts Owen Rask and Jess Leung discuss: – Jess’s journey from stock picking to ETF portfolio management – The role of an ETF portfolio manager and the Global X approach – How to construct a $100k portfolio using Global X ETFs – Core, satellite, and thematic ETF strategies for long-term investors If you love learning about ETFs, portfolio construction and investing strategies, subscribe to the Australian Investors Podcast** on [Apple](https://podcasts.apple.com/au/podcast/australian-investors-podcast/id1414707038), [Spotify](https://open.spotify.com/show/6RhitW2pBXlhKnXPVFF5Ok), or [YouTube](https://www.youtube.com/channel/UCvOPFdkhCBIK2Y5QbDtOZXA)! Follow us on [Instagram](https://www.instagram.com/rask.invest/) and [TikTok](https://www.tiktok.com/@rask.invest) for more investing insights. Topics Covered – Jess’s origin story and career in ETFs – The $100k ETF portfolio challenge – Portfolio construction strategies: core, satellite, and thematic exposures – Final thoughts on keeping investing simple and consistent Rask Resources 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: [@rask.invest](https://www.instagram.com/rask.invest/) – TikTok: [@rask.invest](https://www.tiktok.com/@rask.invest) DISCLAIMER 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. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 24 Sep 2025 05:00:00 -0000 Building a $100k ETF portfolio with Jess Leung from Global X full Rask ETF portfolio manager Jess Leung from Global X joins the Australian Investors Podcast to build a $100k ETF portfolio and share her strategy for long-term investing. ETF portfolio manager Jess Leung from Global X joins the Australian Investors Podcast to build a $100k ETF portfolio and share her strategy for long-term investing. In this Australian Investors Podcast episode, your hosts Owen Rask and Jess Leung discuss: – Jess’s journey from stock picking to ETF portfolio management – The role of an ETF portfolio manager and the Global X approach – How to construct a $100k portfolio using Global X ETFs – Core, satellite, and thematic ETF strategies for long-term investors If you love learning about ETFs, portfolio construction and investing strategies, subscribe to the Australian Investors Podcast** on [Apple](https://podcasts.apple.com/au/podcast/australian-investors-podcast/id1414707038), [Spotify](https://open.spotify.com/show/6RhitW2pBXlhKnXPVFF5Ok), or [YouTube](https://www.youtube.com/channel/UCvOPFdkhCBIK2Y5QbDtOZXA)! Follow us on [Instagram](https://www.instagram.com/rask.invest/) and [TikTok](https://www.tiktok.com/@rask.invest) for more investing insights. Topics Covered – Jess’s origin story and career in ETFs – The $100k ETF portfolio challenge – Portfolio construction strategies: core, satellite, and thematic exposures – Final thoughts on keeping investing simple and consistent Rask Resources 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: [@rask.invest](https://www.instagram.com/rask.invest/) – TikTok: [@rask.invest](https://www.tiktok.com/@rask.invest) DISCLAIMER 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. Learn more about your ad choices. Visit megaphone.fm/adchoices ETF portfolio manager Jess Leung from Global X joins the Australian Investors Podcast to build a $100k ETF portfolio and share her strategy for long-term investing. In this Australian Investors Podcast episode, your hosts Owen Rask and Jess Leung discuss: – Jess’s journey from stock picking to ETF portfolio management – The role of an ETF portfolio manager and the Global X approach – How to construct a $100k portfolio using Global X ETFs – Core, satellite, and thematic ETF strategies for long-term investors If you love learning about ETFs, portfolio construction and investing strategies, subscribe to the Australian Investors Podcast** on [Apple](https://podcasts.apple.com/au/podcast/australian-investors-podcast/id1414707038), [Spotify](https://open.spotify.com/show/6RhitW2pBXlhKnXPVFF5Ok), or [YouTube](https://www.youtube.com/channel/UCvOPFdkhCBIK2Y5QbDtOZXA)! Follow us on [Instagram](https://www.instagram.com/rask.invest/) and [TikTok](https://www.tiktok.com/@rask.invest) for more investing insights. Topics Covered – Jess’s origin story and career in ETFs – The $100k ETF portfolio challenge – Portfolio construction strategies: core, satellite, and thematic exposures – Final thoughts on keeping investing simple and consistent Rask Resources 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: [@rask.invest](https://www.instagram.com/rask.invest/) – TikTok: [@rask.invest](https://www.tiktok.com/@rask.invest) DISCLAIMER 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.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2591 no     Bank hybrids are dead: here's where to invest next https://www.raskmedia.com.au/2025/09/08/bank-hybrids-are-dead-heres-where-to-invest-next/ In this Australian Investors Podcast episode, your host Owen Rask sits down with Kanish Chugh (from PIMCO) to discuss: - The hybrid securities market and why APRA is phasing out bank hybrids – What income investors (especially retirees) should consider in 2025 – The outlook for fixed income, bonds and private credit as interest rates fall – PIMCO’s research-backed strategy for income investors post-hybrids If you love learning about income investing, fixed income or portfolio construction, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – What are hybrid securities and why APRA is shutting them down by 2032 – What this means for income-focused investors and superannuation strategies – How hybrids work compared to bonds and floating rate securities – The impact of falling interest rates on income investments – PIMCO’s research into 38 hybrids and how it’s building portfolios to match risk-return – Portfolio construction: replacing hybrids with bonds, credit and active income strategies – How to evaluate ETF yields and how PIMCO builds diversified fixed income portfolios – Final thoughts on risk, private credit, and doing your research ~~ Episode Resources ~~ – PIMCO hybrid analysis – Libby Cantrill – Visit TermPlus to learn more – Learn more about PIMCO ~~ Rask Resources ~~ - All services - Financial Planning - Invest with us - Access Show Notes - Ask a question DISCLAIMER 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. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 22 Sep 2025 05:00:00 -0000 Bank hybrids are dead: here's where to invest next full Rask Bank hybrids are ending. Owen Rask and Kanish Chugh reveal where income investors can invest next for yield, stability, and long-term returns. In this Australian Investors Podcast episode, your host Owen Rask sits down with Kanish Chugh (from PIMCO) to discuss: - The hybrid securities market and why APRA is phasing out bank hybrids – What income investors (especially retirees) should consider in 2025 – The outlook for fixed income, bonds and private credit as interest rates fall – PIMCO’s research-backed strategy for income investors post-hybrids If you love learning about income investing, fixed income or portfolio construction, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – What are hybrid securities and why APRA is shutting them down by 2032 – What this means for income-focused investors and superannuation strategies – How hybrids work compared to bonds and floating rate securities – The impact of falling interest rates on income investments – PIMCO’s research into 38 hybrids and how it’s building portfolios to match risk-return – Portfolio construction: replacing hybrids with bonds, credit and active income strategies – How to evaluate ETF yields and how PIMCO builds diversified fixed income portfolios – Final thoughts on risk, private credit, and doing your research ~~ Episode Resources ~~ – PIMCO hybrid analysis – Libby Cantrill – Visit TermPlus to learn more – Learn more about PIMCO ~~ Rask Resources ~~ - All services - Financial Planning - Invest with us - Access Show Notes - Ask a question DISCLAIMER 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. Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Rask sits down with Kanish Chugh (from PIMCO) to discuss: - The hybrid securities market and why APRA is phasing out bank hybrids – What income investors (especially retirees) should consider in 2025 – The outlook for fixed income, bonds and private credit as interest rates fall – PIMCO’s research-backed strategy for income investors post-hybrids

    If you love learning about income investing, fixed income or portfolio construction, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – What are hybrid securities and why APRA is shutting them down by 2032 – What this means for income-focused investors and superannuation strategies – How hybrids work compared to bonds and floating rate securities – The impact of falling interest rates on income investments – PIMCO’s research into 38 hybrids and how it’s building portfolios to match risk-return – Portfolio construction: replacing hybrids with bonds, credit and active income strategies – How to evaluate ETF yields and how PIMCO builds diversified fixed income portfolios – Final thoughts on risk, private credit, and doing your research ~~ Episode Resources ~~ – PIMCO hybrid analysis – Libby Cantrill

    – Visit TermPlus to learn more

    – Learn more about PIMCO


    ~~ Rask Resources ~~


    - All services

    - Financial Planning

    - Invest with us

    - Access Show Notes

    - Ask a question


    DISCLAIMER 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.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2399 no     US junket insights, Santos takeover fallout & ETF strategies https://www.raskmedia.com.au/2025/09/19/us-junket-insigh…t-etf-strategies/ In this Australian Investors Podcast episode, your hosts Drew and Mitch dive into: – Mitch in the US: MIT nanotech, private equity & Future Proof Festival – The Santos (ASX:STO) takeover collapse and market reaction – ETF innovation in the US and lessons for Australian investors – Practical ETF selection tips and portfolio strategies If you love learning about investing, markets, and ETFs, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – What Mitch learned from MIT, Harvard, and private equity leaders in the US – How the Santos takeover collapse reshaped the energy sector – Why ETF white labelling is booming in the US and may head to Australia – Capital gains tax explained simply for investors Rask Resources 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest Disclaimer 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. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 19 Sep 2025 21:00:00 -0000 US junket insights, Santos takeover fallout & ETF strategies full Rask In this episode of the Australian Investors Podcast Drew and Mitch talk about Mitch’s US junket, the Santos (ASX:STO) takeover collapse, global ETF innovation, and investor lessons from private equity. In this Australian Investors Podcast episode, your hosts Drew and Mitch dive into: – Mitch in the US: MIT nanotech, private equity & Future Proof Festival – The Santos (ASX:STO) takeover collapse and market reaction – ETF innovation in the US and lessons for Australian investors – Practical ETF selection tips and portfolio strategies If you love learning about investing, markets, and ETFs, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – What Mitch learned from MIT, Harvard, and private equity leaders in the US – How the Santos takeover collapse reshaped the energy sector – Why ETF white labelling is booming in the US and may head to Australia – Capital gains tax explained simply for investors Rask Resources 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest Disclaimer 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. Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your hosts Drew and Mitch dive into:

    – Mitch in the US: MIT nanotech, private equity & Future Proof Festival

    – The Santos (ASX:STO) takeover collapse and market reaction

    – ETF innovation in the US and lessons for Australian investors

    – Practical ETF selection tips and portfolio strategies

    If you love learning about investing, markets, and ETFs, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

    Follow us on Instagram and TikTok for more investing insights.


    Topics Covered

    – What Mitch learned from MIT, Harvard, and private equity leaders in the US

    – How the Santos takeover collapse reshaped the energy sector

    – Why ETF white labelling is booming in the US and may head to Australia

    – Capital gains tax explained simply for investors

    Rask Resources

    🔗 Explore all Rask services – https://bit.ly/R-services

    📋 Get Financial Planning – https://bit.ly/R-plan

    📈 Start investing with Rask – https://bit.ly/R-invest

    📜 Access Show Notes – https://bit.ly/R-notes

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

    📲 Follow us on social media:

    – Instagram: @rask.invest

    – TikTok: @rask.invest

    Disclaimer

    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.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2647 no     China v US stocks over 100 years - who wins? https://www.raskmedia.com.au/2025/09/11/china-v-us-stock…0-years-who-wins/ In this Australian Investors Podcast episode, your hosts Owen Rask and guest Billy discuss: – The rise of US innovation and capital markets since WWII – China’s top-down growth model and policy-driven sectors – The Dragon ETF and capturing China’s growth themes – AI, semiconductors, and the future of global investing If you love learning about global investing, innovation, and ETFs, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – How the US built its dominance in innovation and capital markets – China’s top-down growth model and policy-driven sectors – The Dragon ETF and where China’s growth is focused – How to think about allocating to China in long-term portfolios – Final thoughts on AI, semiconductors, and future global innovation Resources for This Episode - www.globalxetfs.com.au - Visit TermPlus to learn more Rask Resources 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 17 Sep 2025 05:00:00 -0000 China v US stocks over 100 years - who wins? full Rask Discover how China’s innovation, US dominance, and ETFs like Dragon could shape your portfolio over the next 20 years. In this Australian Investors Podcast episode, your hosts Owen Rask and guest Billy discuss: – The rise of US innovation and capital markets since WWII – China’s top-down growth model and policy-driven sectors – The Dragon ETF and capturing China’s growth themes – AI, semiconductors, and the future of global investing If you love learning about global investing, innovation, and ETFs, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – How the US built its dominance in innovation and capital markets – China’s top-down growth model and policy-driven sectors – The Dragon ETF and where China’s growth is focused – How to think about allocating to China in long-term portfolios – Final thoughts on AI, semiconductors, and future global innovation Resources for This Episode - www.globalxetfs.com.au - Visit TermPlus to learn more Rask Resources 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your hosts Owen Rask and guest Billy discuss:

    – The rise of US innovation and capital markets since WWII

    – China’s top-down growth model and policy-driven sectors

    – The Dragon ETF and capturing China’s growth themes

    – AI, semiconductors, and the future of global investing

    If you love learning about global investing, innovation, and ETFs, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

    Follow us on Instagram and TikTok for more investing insights.

    Topics Covered

    – How the US built its dominance in innovation and capital markets

    – China’s top-down growth model and policy-driven sectors

    – The Dragon ETF and where China’s growth is focused

    – How to think about allocating to China in long-term portfolios

    – Final thoughts on AI, semiconductors, and future global innovation

    Resources for This Episode

    - www.globalxetfs.com.au

    - Visit TermPlus to learn more

    Rask Resources

    🔗 Explore all Rask services – https://bit.ly/R-services

    📋 Get Financial Planning – https://bit.ly/R-plan

    📈 Start investing with Rask – https://bit.ly/R-invest

    📜 Access Show Notes – https://bit.ly/R-notes

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

    📲 Follow us on social media:

    – Instagram: @rask.invest

    – TikTok: @rask.invest

    DISCLAIMER

    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.


    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2156 no     WOW, CBA & more: Good, Bad & Ugly of ASX reporting season ft. Seneca https://www.raskmedia.com.au/2025/09/11/wow-cba-more-good-bad-ugly-of-asx-reporting-season/ Discover the good the bad and the ugly from ASX reporting season 2025 including CSL (ASX:CSL) Woolworths (ASX:WOW) Commonwealth Bank (ASX:CBA) and more In this Australian Investors Podcast episode, your hosts Owen Rask and the Seneca team discuss: – The standout winners of ASX reporting season – The laggards that disappointed investors – Key small and mid-cap opportunities – Why valuation and timing matter more than ever If you love learning about investing in Australian shares, subscribe to the Australian Investors Podcast on [Apple](https://podcasts.apple.com/au/podcast/australian-investors-podcast/id1414707038), [Spotify](https://open.spotify.com/show/6RhitW2pBXlhKnXPVFF5Ok), or [YouTube](https://www.youtube.com/channel/UCvOPFdkhCBIK2Y5QbDtOZXA)! Follow us on [Instagram](https://www.instagram.com/rask.invest/) and [TikTok](https://www.tiktok.com/@rask.invest) for more investing insights. Topics Covered – The “good” companies delivering strong results (e.g. software and gold producers) – The “bad” disappointments from CSL, Woolworths, and CBA – The “ugly” challenges for sectors like healthcare and retail – Listener Q&A including ethical investing, deep sea mining, and small-cap ideas Episode Resources: - Seneca Small Cap fund - Good Research (register interest for subscription) - Visit TermPlus to learn more Rask Resources 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: [@rask.invest](https://www.instagram.com/rask.invest/) – TikTok: [@rask.invest](https://www.tiktok.com/@rask.invest) DISCLAIMER 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. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 15 Sep 2025 05:00:00 -0000 WOW, CBA & more: Good, Bad & Ugly of ASX reporting season ft. Seneca full Rask Discover the good the bad and the ugly from ASX reporting season 2025 including CSL (ASX:CSL) Woolworths (ASX:WOW) Commonwealth Bank (ASX:CBA) and more Discover the good the bad and the ugly from ASX reporting season 2025 including CSL (ASX:CSL) Woolworths (ASX:WOW) Commonwealth Bank (ASX:CBA) and more In this Australian Investors Podcast episode, your hosts Owen Rask and the Seneca team discuss: – The standout winners of ASX reporting season – The laggards that disappointed investors – Key small and mid-cap opportunities – Why valuation and timing matter more than ever If you love learning about investing in Australian shares, subscribe to the Australian Investors Podcast on [Apple](https://podcasts.apple.com/au/podcast/australian-investors-podcast/id1414707038), [Spotify](https://open.spotify.com/show/6RhitW2pBXlhKnXPVFF5Ok), or [YouTube](https://www.youtube.com/channel/UCvOPFdkhCBIK2Y5QbDtOZXA)! Follow us on [Instagram](https://www.instagram.com/rask.invest/) and [TikTok](https://www.tiktok.com/@rask.invest) for more investing insights. Topics Covered – The “good” companies delivering strong results (e.g. software and gold producers) – The “bad” disappointments from CSL, Woolworths, and CBA – The “ugly” challenges for sectors like healthcare and retail – Listener Q&A including ethical investing, deep sea mining, and small-cap ideas Episode Resources: - Seneca Small Cap fund - Good Research (register interest for subscription) - Visit TermPlus to learn more Rask Resources 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: [@rask.invest](https://www.instagram.com/rask.invest/) – TikTok: [@rask.invest](https://www.tiktok.com/@rask.invest) DISCLAIMER 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. Learn more about your ad choices. Visit megaphone.fm/adchoices Discover the good the bad and the ugly from ASX reporting season 2025 including CSL (ASX:CSL) Woolworths (ASX:WOW) Commonwealth Bank (ASX:CBA) and more In this Australian Investors Podcast episode, your hosts Owen Rask and the Seneca team discuss: – The standout winners of ASX reporting season – The laggards that disappointed investors – Key small and mid-cap opportunities – Why valuation and timing matter more than ever If you love learning about investing in Australian shares, subscribe to the Australian Investors Podcast on [Apple](https://podcasts.apple.com/au/podcast/australian-investors-podcast/id1414707038), [Spotify](https://open.spotify.com/show/6RhitW2pBXlhKnXPVFF5Ok), or [YouTube](https://www.youtube.com/channel/UCvOPFdkhCBIK2Y5QbDtOZXA)! Follow us on [Instagram](https://www.instagram.com/rask.invest/) and [TikTok](https://www.tiktok.com/@rask.invest) for more investing insights. Topics Covered – The “good” companies delivering strong results (e.g. software and gold producers) – The “bad” disappointments from CSL, Woolworths, and CBA – The “ugly” challenges for sectors like healthcare and retail – Listener Q&A including ethical investing, deep sea mining, and small-cap ideas


    Episode Resources: - Seneca Small Cap fund - Good Research (register interest for subscription)

    - Visit TermPlus to learn more Rask Resources 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: [@rask.invest](https://www.instagram.com/rask.invest/) – TikTok: [@rask.invest](https://www.tiktok.com/@rask.invest)

    DISCLAIMER 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.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2068 no     Is Endeavour (ASX:EDV) a dog? Oracle - buy, hold or sell? In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith, CFP discuss: – Endeavour Group (ASX:EDV): is it a buy, sell or hold? – Oracle’s explosive AI growth and $455 billion in RPOs – What Australia’s biggest super funds are buying — and avoiding – How to value great businesses like Westfarmers, JB Hi-Fi, and Soul Patts If you love learning about investing, super, stock research and market trends, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Topics Covered – Oracle’s massive $455 billion AI backlog and why the stock could be underappreciated – Endeavour Group’s valuation: cheap for a reason? Pokies, pubs, and no tech stack – Australia’s biggest super funds — why some balances are lower than you'd think – Stock picking, valuation gaps, and long-term business quality Resources for This Episode - Visit TermPlus to learn more - Tikr Rask Resources 🔗 Explore all Rask services 📋 Get Financial Planning 📈 Start investing with Rask 📜 Access Show Notes ❓ Ask a question – just select the Investors Podcast 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 12 Sep 2025 21:00:00 -0000 Is Endeavour (ASX:EDV) a dog? Oracle - buy, hold or sell? full Rask In this episode of the Australian Investors Podcast, Owen and Drew analyse Endeavour Group (ASX: EDV), Oracle’s $455b AI growth, and Australia’s biggest super funds. Plus: stock valuations, ETF insights & retirement investing strategies. In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith, CFP discuss: – Endeavour Group (ASX:EDV): is it a buy, sell or hold? – Oracle’s explosive AI growth and $455 billion in RPOs – What Australia’s biggest super funds are buying — and avoiding – How to value great businesses like Westfarmers, JB Hi-Fi, and Soul Patts If you love learning about investing, super, stock research and market trends, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Topics Covered – Oracle’s massive $455 billion AI backlog and why the stock could be underappreciated – Endeavour Group’s valuation: cheap for a reason? Pokies, pubs, and no tech stack – Australia’s biggest super funds — why some balances are lower than you'd think – Stock picking, valuation gaps, and long-term business quality Resources for This Episode - Visit TermPlus to learn more - Tikr Rask Resources 🔗 Explore all Rask services 📋 Get Financial Planning 📈 Start investing with Rask 📜 Access Show Notes ❓ Ask a question – just select the Investors Podcast 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith, CFP discuss: – Endeavour Group (ASX:EDV): is it a buy, sell or hold? – Oracle’s explosive AI growth and $455 billion in RPOs – What Australia’s biggest super funds are buying — and avoiding – How to value great businesses like Westfarmers, JB Hi-Fi, and Soul Patts If you love learning about investing, super, stock research and market trends, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

    Topics Covered – Oracle’s massive $455 billion AI backlog and why the stock could be underappreciated – Endeavour Group’s valuation: cheap for a reason? Pokies, pubs, and no tech stack – Australia’s biggest super funds — why some balances are lower than you'd think – Stock picking, valuation gaps, and long-term business quality Resources for This Episode - Visit TermPlus to learn more - Tikr Rask Resources 🔗 Explore all Rask services 📋 Get Financial Planning 📈 Start investing with Rask 📜 Access Show Notes ❓ Ask a question – just select the Investors Podcast 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2719 no     Alex Zaika: Scaling an X-traordinary ETF business https://www.raskmedia.com.au/2025/09/10/alex-zaika-scaling-an-x-traordinary-etf-business/ In this Australian Investors Podcast episode, your host Owen Rask sits down with Alex Zaika, CEO of Global X ETFs Australia, to explore his fascinating career journey and the rapid rise of Global X. They cover: – Alex’s unconventional path from teaching to finance – How Global X grew to $12 billion AUM in just 10 months – The evolution and adoption of ETFs in Australia – Why digital advice and education are the next frontiers for investors If you love learning about ETFs, investing, and leadership, subscribe to the Australian Investors Podcast on **Apple, Spotify, or YouTube!** Follow us on Instagram and TikTok for more investing insights. Topics Covered – Alex’s journey from aspiring volleyballer to finance professional – The culture, leadership, and rapid expansion of Global X ETFs – ETF adoption in Australia and future growth opportunities – Digital advice, investor education, and the power of research-driven products – Final career and money lessons Alex would share with his younger self Resources for This Episode Global X Dragon ETF: https://www.globalxetfs.com.au/funds/drgn/ Alex Zaika LinkedIn: au.linkedin.com/in/alex-zaika-caia-a1a85612 Visit TermPlus to learn more Ask a question – just select the Investors Podcast – ⁠https://bit.ly/R-quest⁠ Rask Resources 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 10 Sep 2025 05:00:00 -0000 Alex Zaika: Scaling an X-traordinary ETF business full Rask Discover how Alex Zaika, CEO of Global X, scaled one of Australia’s fastest-growing ETF businesses, insights on leadership, investing trends, and the future of ETFs. In this Australian Investors Podcast episode, your host Owen Rask sits down with Alex Zaika, CEO of Global X ETFs Australia, to explore his fascinating career journey and the rapid rise of Global X. They cover: – Alex’s unconventional path from teaching to finance – How Global X grew to $12 billion AUM in just 10 months – The evolution and adoption of ETFs in Australia – Why digital advice and education are the next frontiers for investors If you love learning about ETFs, investing, and leadership, subscribe to the Australian Investors Podcast on **Apple, Spotify, or YouTube!** Follow us on Instagram and TikTok for more investing insights. Topics Covered – Alex’s journey from aspiring volleyballer to finance professional – The culture, leadership, and rapid expansion of Global X ETFs – ETF adoption in Australia and future growth opportunities – Digital advice, investor education, and the power of research-driven products – Final career and money lessons Alex would share with his younger self Resources for This Episode Global X Dragon ETF: https://www.globalxetfs.com.au/funds/drgn/ Alex Zaika LinkedIn: au.linkedin.com/in/alex-zaika-caia-a1a85612 Visit TermPlus to learn more Ask a question – just select the Investors Podcast – ⁠https://bit.ly/R-quest⁠ Rask Resources 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Rask sits down with Alex Zaika, CEO of Global X ETFs Australia, to explore his fascinating career journey and the rapid rise of Global X. They cover:

    – Alex’s unconventional path from teaching to finance

    – How Global X grew to $12 billion AUM in just 10 months

    – The evolution and adoption of ETFs in Australia

    – Why digital advice and education are the next frontiers for investors

    If you love learning about ETFs, investing, and leadership, subscribe to the Australian Investors Podcast on **Apple, Spotify, or YouTube!**

    Follow us on Instagram and TikTok for more investing insights.

    Topics Covered

    – Alex’s journey from aspiring volleyballer to finance professional

    – The culture, leadership, and rapid expansion of Global X ETFs

    – ETF adoption in Australia and future growth opportunities

    – Digital advice, investor education, and the power of research-driven products

    – Final career and money lessons Alex would share with his younger self


    Resources for This Episode

    Global X Dragon ETF: https://www.globalxetfs.com.au/funds/drgn/

    Alex Zaika LinkedIn: au.linkedin.com/in/alex-zaika-caia-a1a85612

    Visit TermPlus to learn more

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


    Rask Resources

    🔗 Explore all Rask services – https://bit.ly/R-services

    📋 Get Financial Planning – https://bit.ly/R-plan

    📈 Start investing with Rask – https://bit.ly/R-invest

    📜 Access Show Notes – https://bit.ly/R-notes

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

    📲 Follow us on social media:

    – Instagram: @rask.invest

    – TikTok: @rask.invest


    DISCLAIMER

    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.


    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2958 no     Seneca's ASX takeovers playbook + your companies analysed https://www.raskmedia.com.au/2025/09/08/senecas-asx-takeovers-playbook-your-companies-analysed/ In this Australian Investors Podcast episode, your host Owen Rask is joined by Ben Richards and Luke Laretive (Seneca) to discuss: – RPM Global’s proposed sale and why strategic buyers like Caterpillar can pay more than private equity – How to spot real edge (analyst coverage, management alignment, index inclusion, data rooms) – Defence‑stock hype: DroneShield and Elsight vs business fundamentals – Listener Q&A on Smart Parking, Chrysos and Objective Corp If you love learning about ASX investing and takeovers, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. ~~Topics Covered~~ – RPM Global (ASX:RUL): thesis to (likely) takeover, valuation vs strategic value, and what we learned– Why low broker coverage and founder/insider alignment can be real signals– Defence thematics vs businesses: DroneShield (ASX:DRO) & Elsight (ASX: ELS)– Merger arb: when 5–10% isn’t worth it (and when it might be)– Quick takes: Smart Parking (ASX:SPZ), Chrysos (ASX:C79) and Objective Corp (ASX:OCL)– Emerging markets exposure via Seneca Global Equity SMA– Final thoughts: process over punts, portfolio construction, patience ~~Resources for This Episode~~ - Seneca Small Cap fund - Good Research (register interest for subscription) ~~Rask Resources~~ 🔗 Explore all Rask services 📋 Get Financial Planning 📈 Start investing with Rask 📜 Access Show Notes ❓ Ask a question – just select the Investors Podcast 📲 Follow us on social media – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 08 Sep 2025 05:00:00 -0000 Seneca's ASX takeovers playbook + your companies analysed full Rask Owen, Ben and Luke share Seneca’s ASX takeovers playbook and analyse Smart Parking, Chrysos & Objective Corp in this episode. In this Australian Investors Podcast episode, your host Owen Rask is joined by Ben Richards and Luke Laretive (Seneca) to discuss: – RPM Global’s proposed sale and why strategic buyers like Caterpillar can pay more than private equity – How to spot real edge (analyst coverage, management alignment, index inclusion, data rooms) – Defence‑stock hype: DroneShield and Elsight vs business fundamentals – Listener Q&A on Smart Parking, Chrysos and Objective Corp If you love learning about ASX investing and takeovers, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. ~~Topics Covered~~ – RPM Global (ASX:RUL): thesis to (likely) takeover, valuation vs strategic value, and what we learned– Why low broker coverage and founder/insider alignment can be real signals– Defence thematics vs businesses: DroneShield (ASX:DRO) & Elsight (ASX: ELS)– Merger arb: when 5–10% isn’t worth it (and when it might be)– Quick takes: Smart Parking (ASX:SPZ), Chrysos (ASX:C79) and Objective Corp (ASX:OCL)– Emerging markets exposure via Seneca Global Equity SMA– Final thoughts: process over punts, portfolio construction, patience ~~Resources for This Episode~~ - Seneca Small Cap fund - Good Research (register interest for subscription) ~~Rask Resources~~ 🔗 Explore all Rask services 📋 Get Financial Planning 📈 Start investing with Rask 📜 Access Show Notes ❓ Ask a question – just select the Investors Podcast 📲 Follow us on social media – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Rask is joined by Ben Richards and Luke Laretive (Seneca) to discuss: – RPM Global’s proposed sale and why strategic buyers like Caterpillar can pay more than private equity – How to spot real edge (analyst coverage, management alignment, index inclusion, data rooms) – Defence‑stock hype: DroneShield and Elsight vs business fundamentals – Listener Q&A on Smart Parking, Chrysos and Objective Corp If you love learning about ASX investing and takeovers, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. ~~Topics Covered~~ – RPM Global (ASX:RUL): thesis to (likely) takeover, valuation vs strategic value, and what we learned
    – Why low broker coverage and founder/insider alignment can be real signals
    – Defence thematics vs businesses: DroneShield (ASX:DRO) & Elsight (ASX: ELS)
    – Merger arb: when 5–10% isn’t worth it (and when it might be)
    – Quick takes: Smart Parking (ASX:SPZ), Chrysos (ASX:C79) and Objective Corp (ASX:OCL)
    – Emerging markets exposure via Seneca Global Equity SMA
    – Final thoughts: process over punts, portfolio construction, patience

    ~~Resources for This Episode~~ - Seneca Small Cap fund - Good Research (register interest for subscription) ~~Rask Resources~~ 🔗 Explore all Rask services 📋 Get Financial Planning 📈 Start investing with Rask 📜 Access Show Notes ❓ Ask a question – just select the Investors Podcast

    📲 Follow us on social media – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2654 no     Owen's RPM victory lap, STRONG buy on gold & Google looks cheap https://www.raskmedia.com.au/2025/09/05/owens-rpm-victory-lap/ In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: – Why gold is rallying and its role in portfolios – Whether Google (Alphabet) is undervalued in 2025 – If Endeavour Group (ASX:EDV) is a buy, hold or sell – The sharp ratio and building risk-adjusted portfolios If you love learning about shares, ETFs, and portfolio strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Biggest winners and losers in 2025 so far – Google, gold, Endeavour Group, CSL and more – Building portfolios for retirees and risk-adjusted returns – Final thoughts on ETFs, emerging markets and tax considerations Resources for This Episode 📄 Learn more about today’s topics: – Ticker Terminal: https://ticker.com/rask- Visit TermPlus to learn more Rask Resources 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 05 Sep 2025 21:00:00 -0000 Owen's RPM victory lap, STRONG buy on gold & Google looks cheap full Rask Discover why gold is surging, whether Google remains undervalued, and if Endeavour Group (ASX:EDV) is a buy, hold, or sell. Tune in for smart investing insights. In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: – Why gold is rallying and its role in portfolios – Whether Google (Alphabet) is undervalued in 2025 – If Endeavour Group (ASX:EDV) is a buy, hold or sell – The sharp ratio and building risk-adjusted portfolios If you love learning about shares, ETFs, and portfolio strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Biggest winners and losers in 2025 so far – Google, gold, Endeavour Group, CSL and more – Building portfolios for retirees and risk-adjusted returns – Final thoughts on ETFs, emerging markets and tax considerations Resources for This Episode 📄 Learn more about today’s topics: – Ticker Terminal: https://ticker.com/rask- Visit TermPlus to learn more Rask Resources 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss:

    – Why gold is rallying and its role in portfolios – Whether Google (Alphabet) is undervalued in 2025 – If Endeavour Group (ASX:EDV) is a buy, hold or sell – The sharp ratio and building risk-adjusted portfolios

    If you love learning about shares, ETFs, and portfolio strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

    Follow us on Instagram and TikTok for more investing insights.

    Topics Covered

    – Biggest winners and losers in 2025 so far – Google, gold, Endeavour Group, CSL and more – Building portfolios for retirees and risk-adjusted returns – Final thoughts on ETFs, emerging markets and tax considerations


    Resources for This Episode

    📄 Learn more about today’s topics: – Ticker Terminal: https://ticker.com/rask
    - Visit TermPlus to learn more

    Rask Resources 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest

    📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest


    DISCLAIMER

    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.


    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3148 no     Inside the Pengana PIA LIC: blended equity & credit https://www.raskmedia.com.au/2025/09/03/inside-the-pengana-pia-lic-blended-equity-credit/ In this Australian Investors Podcast episode, your host Owen Rask speaks with Adam Myers of Pengana Capital Group and discusses: – Pengana Capital’s evolution and focus on private markets – The rise of private credit & why it matters to investors – How Pengana is transforming PIA into a hybrid equity-credit income vehicle – Listed investment trust structures, liquidity, and Pengana’s NAV redemption innovation If you love learning about private markets, income investing and listed investment strategies, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Adam’s background from derivatives trader to private market advocate – What is private credit and how it differs from traditional listed debt– The PIA transformation: blending private credit with international equities – How Pengana's NAV redemption structure anchors liquidity for investors – Target yield uplift, risk management & Pengana’s unique portfolio construction ~~ Episode Resources ~~ Visit TermPlus to learn more PIA landing page & webinar ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media:– Instagram: @rask.invest– TikTok: @rask.invest DISCLAIMER 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. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 03 Sep 2025 05:00:00 -0000 Inside the Pengana PIA LIC: blended equity & credit full Rask Owen Rask chats with Adam Myers of Pengana Capital on private credit, hybrid equity-income strategies & NAV redemption in the Australian Investors Podcast. In this Australian Investors Podcast episode, your host Owen Rask speaks with Adam Myers of Pengana Capital Group and discusses: – Pengana Capital’s evolution and focus on private markets – The rise of private credit & why it matters to investors – How Pengana is transforming PIA into a hybrid equity-credit income vehicle – Listed investment trust structures, liquidity, and Pengana’s NAV redemption innovation If you love learning about private markets, income investing and listed investment strategies, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Adam’s background from derivatives trader to private market advocate – What is private credit and how it differs from traditional listed debt– The PIA transformation: blending private credit with international equities – How Pengana's NAV redemption structure anchors liquidity for investors – Target yield uplift, risk management & Pengana’s unique portfolio construction ~~ Episode Resources ~~ Visit TermPlus to learn more PIA landing page & webinar ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media:– Instagram: @rask.invest– TikTok: @rask.invest DISCLAIMER 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. Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Rask speaks with Adam Myers of Pengana Capital Group and discusses:


    – Pengana Capital’s evolution and focus on private markets

    – The rise of private credit & why it matters to investors

    – How Pengana is transforming PIA into a hybrid equity-credit income vehicle

    – Listed investment trust structures, liquidity, and Pengana’s NAV redemption innovation


    If you love learning about private markets, income investing and listed investment strategies, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

    Follow us on Instagram and TikTok for more investing insights.


    Topics Covered


    – Adam’s background from derivatives trader to private market advocate

    – What is private credit and how it differs from traditional listed debt– The PIA transformation: blending private credit with international equities

    – How Pengana's NAV redemption structure anchors liquidity for investors

    – Target yield uplift, risk management & Pengana’s unique portfolio construction


    ~~ Episode Resources ~~

    Visit TermPlus to learn more

    PIA landing page & webinar


    ~~ Rask Resources ~~

    🔗 Explore all Rask services – https://bit.ly/R-services

    📋 Get Financial Planning – https://bit.ly/R-plan

    📈 Start investing with Rask – https://bit.ly/R-invest

    📜 Access Show Notes – https://bit.ly/R-notes

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

    📲 Follow us on social media:– Instagram: @rask.invest– TikTok: @rask.invest


    DISCLAIMER

    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.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2020 no     RPMGlobal takeover, Woolies slumps & Owen's $10,000 bet https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your hosts Owen Rask & Drew Meredith discuss: – RPMGlobal takeover talk and why the market moved – WiseTech’s growth and Owen’s $10k ASX top-10 bet – Reporting season: Woolworths vs Wesfarmers, Qantas’ profit and debt – Investor mindsets: recency bias, options, private credit and practical ETF liquidity If you love learning about long-term investing, Aussie equities and ETFs, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – RPMGlobal (ASX:RUL): trading halt, takeover rumours and what the software really does for miners – WiseTech (ASX:WTC): growth runway, valuation vs earnings power and the ASX top-10 wager – Reporting season: Woolworths’ dividend cut, Wesfarmers’ mix, healthcare laggards, Qantas’ record profit and debt path – Final thoughts & how to learn more: distributions vs dividends, options’ hidden costs, private credit risks, bullion as a hedge, ETF liquidity and market makers Chapters (approximate) (00:00) Introduction (01:48) Market Trends and High Frequency Trading Signals (03:54) Company Performance and Takeover Rumors (06:08) Investing Strategies and Market Corrections (08:25) Behavioral Finance and Investor Confidence (10:39) Long-term Market Returns and Expectations (11:46) Recent Company Earnings Reports (18:33) Sector Performance and Investment Opportunities (24:25) Qantas and Airline Industry Insights (27:42) Air Travel Anecdotes and Market Insights (29:26) Qantas Financial Performance and Debt Management (32:40) Understanding Dividend Yields vs. Distribution Yields (34:41) Nvidia's Earnings Report and Market Reactions (37:28) The Complexity of Options Trading (40:16) The Humility Curve in Investing (42:29) Private Credit: Risks and Opportunities (44:53) Rapid Fire Stock Recommendations (47:51) Audience Questions and Engagement (53:40) Drew's Dad Joke Resources for This Episode – Visit TermPlus to learn more Rask Resources 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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 #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 29 Aug 2025 21:00:00 -0000 RPMGlobal takeover, Woolies slumps & Owen's $10,000 bet full Rask Owen Rask and Drew Meredith recap a hectic reporting season: RPM Global’s trading halt and takeover chatter, WiseTech’s path to the ASX top 10, Woolworths and Wesfarmers results, Qantas’ profit and debt debate, Nvidia’s latest print, dividend vs distribution yields, options and private credit pitfalls, plus rapid-fire listener Q&A on bullion and ETF liquidity. In this Australian Investors Podcast episode, your hosts Owen Rask & Drew Meredith discuss: – RPMGlobal takeover talk and why the market moved – WiseTech’s growth and Owen’s $10k ASX top-10 bet – Reporting season: Woolworths vs Wesfarmers, Qantas’ profit and debt – Investor mindsets: recency bias, options, private credit and practical ETF liquidity If you love learning about long-term investing, Aussie equities and ETFs, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – RPMGlobal (ASX:RUL): trading halt, takeover rumours and what the software really does for miners – WiseTech (ASX:WTC): growth runway, valuation vs earnings power and the ASX top-10 wager – Reporting season: Woolworths’ dividend cut, Wesfarmers’ mix, healthcare laggards, Qantas’ record profit and debt path – Final thoughts & how to learn more: distributions vs dividends, options’ hidden costs, private credit risks, bullion as a hedge, ETF liquidity and market makers Chapters (approximate) (00:00) Introduction (01:48) Market Trends and High Frequency Trading Signals (03:54) Company Performance and Takeover Rumors (06:08) Investing Strategies and Market Corrections (08:25) Behavioral Finance and Investor Confidence (10:39) Long-term Market Returns and Expectations (11:46) Recent Company Earnings Reports (18:33) Sector Performance and Investment Opportunities (24:25) Qantas and Airline Industry Insights (27:42) Air Travel Anecdotes and Market Insights (29:26) Qantas Financial Performance and Debt Management (32:40) Understanding Dividend Yields vs. Distribution Yields (34:41) Nvidia's Earnings Report and Market Reactions (37:28) The Complexity of Options Trading (40:16) The Humility Curve in Investing (42:29) Private Credit: Risks and Opportunities (44:53) Rapid Fire Stock Recommendations (47:51) Audience Questions and Engagement (53:40) Drew's Dad Joke Resources for This Episode – Visit TermPlus to learn more Rask Resources 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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 #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your hosts Owen Rask & Drew Meredith discuss:

    – RPMGlobal takeover talk and why the market moved

    – WiseTech’s growth and Owen’s $10k ASX top-10 bet

    – Reporting season: Woolworths vs Wesfarmers, Qantas’ profit and debt

    – Investor mindsets: recency bias, options, private credit and practical ETF liquidity


    If you love learning about long-term investing, Aussie equities and ETFs, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!


    Follow us on Instagram and TikTok for more investing insights.


    Topics Covered

    – RPMGlobal (ASX:RUL): trading halt, takeover rumours and what the software really does for miners

    – WiseTech (ASX:WTC): growth runway, valuation vs earnings power and the ASX top-10 wager

    – Reporting season: Woolworths’ dividend cut, Wesfarmers’ mix, healthcare laggards, Qantas’ record profit and debt path

    – Final thoughts & how to learn more: distributions vs dividends, options’ hidden costs, private credit risks, bullion as a hedge, ETF liquidity and market makers


    Chapters (approximate)

    (00:00) Introduction

    (01:48) Market Trends and High Frequency Trading Signals

    (03:54) Company Performance and Takeover Rumors

    (06:08) Investing Strategies and Market Corrections

    (08:25) Behavioral Finance and Investor Confidence

    (10:39) Long-term Market Returns and Expectations

    (11:46) Recent Company Earnings Reports

    (18:33) Sector Performance and Investment Opportunities

    (24:25) Qantas and Airline Industry Insights

    (27:42) Air Travel Anecdotes and Market Insights

    (29:26) Qantas Financial Performance and Debt Management

    (32:40) Understanding Dividend Yields vs. Distribution Yields

    (34:41) Nvidia's Earnings Report and Market Reactions

    (37:28) The Complexity of Options Trading

    (40:16) The Humility Curve in Investing

    (42:29) Private Credit: Risks and Opportunities

    (44:53) Rapid Fire Stock Recommendations

    (47:51) Audience Questions and Engagement

    (53:40) Drew's Dad Joke


    Resources for This Episode

    – Visit TermPlus to learn more


    Rask Resources

    🔗 Explore all Rask services – https://bit.ly/R-services

    📋 Get Financial Planning – https://bit.ly/R-plan

    📈 Start investing with Rask – https://bit.ly/R-invest

    📜 Access Show Notes – https://bit.ly/R-notes

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


    📲 Follow us on social media:

    – Instagram: @rask.invest

    – TikTok: @rask.invest


    DISCLAIMER

    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


    #Investing #Finance #AustralianInvestorsPodcast

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3392 no     Why gold still shines: Roscoe Widdup on the cycle, central banks and picking miners https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your host Mitchell Sneddon discusses: – Why a specialised gold fund makes sense in the passive/AI era – Gold’s demand drivers, especially central banks and ETFs – How supply responds in phases and why that can steepen the cost curve – A practical checklist for picking quality, cash-generating gold miners If you love learning about commodities, gold and resources investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Why gold still plays a “store of wealth” role and why central banks matter – The three-phase supply response and what it means for price – A 5-point miner checklist: asset quality, jurisdiction, balance sheet, responsibility, edge – Final thoughts: portfolio sizing (bullion vs miners), cycles and when to walk away Chapters (approximate) (00:00) Introduction (01:55) Why Roscoe Established a Gold Fund (04:10) Why Gold? (08:21) What Would Stop Central Banks From Buying (09:44) Why Roscoe Is Bullish (11:59) Does Roscoe Specifically Invest in the Commodity Gold? (14:06) Business Life Stages (16:09) What Makes a Good and Bad Miner (22:56) Does Roscoe Visit The Places? (24:19) What Does Roscoe Ask Management? (27:05) How Many Gold Miners Are In the Investable Universe (29:17) Why Not Gold ETFs? (33:42) Where Are We In The Cycle? (40:44) What Would Make Roscoe Decide To Close It (43:30) Leigh's Favourite Investors Resources for This Episode – Ask a question – just select the Investors Podcast Rask Resources 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 27 Aug 2025 05:00:00 -0000 Why gold still shines: Roscoe Widdup on the cycle, central banks and picking miners full Rask Former Goldman Sachs analyst Roscoe Widdup (Triple Eight Capital) explains why he thinks the gold bull market still has room to run, what central bank buying really means, how supply responds in phases, and the practical checklist he uses to separate high-quality gold miners from the rest. In this Australian Investors Podcast episode, your host Mitchell Sneddon discusses: – Why a specialised gold fund makes sense in the passive/AI era – Gold’s demand drivers, especially central banks and ETFs – How supply responds in phases and why that can steepen the cost curve – A practical checklist for picking quality, cash-generating gold miners If you love learning about commodities, gold and resources investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Why gold still plays a “store of wealth” role and why central banks matter – The three-phase supply response and what it means for price – A 5-point miner checklist: asset quality, jurisdiction, balance sheet, responsibility, edge – Final thoughts: portfolio sizing (bullion vs miners), cycles and when to walk away Chapters (approximate) (00:00) Introduction (01:55) Why Roscoe Established a Gold Fund (04:10) Why Gold? (08:21) What Would Stop Central Banks From Buying (09:44) Why Roscoe Is Bullish (11:59) Does Roscoe Specifically Invest in the Commodity Gold? (14:06) Business Life Stages (16:09) What Makes a Good and Bad Miner (22:56) Does Roscoe Visit The Places? (24:19) What Does Roscoe Ask Management? (27:05) How Many Gold Miners Are In the Investable Universe (29:17) Why Not Gold ETFs? (33:42) Where Are We In The Cycle? (40:44) What Would Make Roscoe Decide To Close It (43:30) Leigh's Favourite Investors Resources for This Episode – Ask a question – just select the Investors Podcast Rask Resources 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Mitchell Sneddon discusses:

    – Why a specialised gold fund makes sense in the passive/AI era

    – Gold’s demand drivers, especially central banks and ETFs

    – How supply responds in phases and why that can steepen the cost curve

    – A practical checklist for picking quality, cash-generating gold miners


    If you love learning about commodities, gold and resources investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!


    Follow us on Instagram and TikTok for more investing insights.


    Topics Covered

    – Why gold still plays a “store of wealth” role and why central banks matter

    – The three-phase supply response and what it means for price

    – A 5-point miner checklist: asset quality, jurisdiction, balance sheet, responsibility, edge

    – Final thoughts: portfolio sizing (bullion vs miners), cycles and when to walk away


    Chapters (approximate)

    (00:00) Introduction

    (01:55) Why Roscoe Established a Gold Fund

    (04:10) Why Gold?

    (08:21) What Would Stop Central Banks From Buying

    (09:44) Why Roscoe Is Bullish

    (11:59) Does Roscoe Specifically Invest in the Commodity Gold?

    (14:06) Business Life Stages

    (16:09) What Makes a Good and Bad Miner

    (22:56) Does Roscoe Visit The Places?

    (24:19) What Does Roscoe Ask Management?

    (27:05) How Many Gold Miners Are In the Investable Universe

    (29:17) Why Not Gold ETFs?

    (33:42) Where Are We In The Cycle?

    (40:44) What Would Make Roscoe Decide To Close It

    (43:30) Leigh's Favourite Investors


    Resources for This Episode

    – Ask a question – just select the Investors Podcast


    Rask Resources

    🔗 Explore all Rask services – https://bit.ly/R-services

    📋 Get Financial Planning – https://bit.ly/R-plan

    📈 Start investing with Rask – https://bit.ly/R-invest

    📜 Access Show Notes – https://bit.ly/R-notes

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


    📲 Follow us on social media:

    – Instagram: @rask.invest

    – TikTok: @rask.invest


    DISCLAIMER

    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.

    #Investing #Finance #AustralianInvestorsPodcast

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2867 no     Warren Buffett's stock portfolio 2025 | AAPL, AMX & KO valuation https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Warren Buffett is stepping back after 60 years at Berkshire Hathaway. In this Australian Investors Podcast episode, Owen Rask explores Buffett’s $1.2 trillion portfolio, breaking down his top holdings — Apple, American Express and Coca-Cola — using TIKR. Plus: Buffett’s 4 rules for picking winning businesses, and what you can learn from his success. In this Australian Investors Podcast episode, your host Owen Rask breaks down: – Warren Buffett’s top 3 shareholdings: Apple, Amex & Coca-Cola – How Buffett thinks about valuation — and why he’s selling some Apple stock – The 4 timeless rules Buffett laid out in 1977 – Live valuations using TIKR – What makes a “wonderful business” – Why most of Buffett’s wealth came after age 60 If you love learning about long-term investing, business quality and valuation, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Why Warren Buffett is stepping back — and what it means for investors – Apple: Buffett’s biggest holding… but he’s selling – Live valuation using TIKR: is Apple overvalued? – Buffett’s 4 investment rules from 1977 – Why Coca-Cola and Amex remain long-term winners – GEICO, See’s Candy and Buffett’s shift from value to quality – How Buffett made 99% of his wealth after turning 60 – The power of patience and compounding – How to track guru portfolios using 13F filings – How to use TIKR for fundamental valuation in minutes Resources for This Episode – TIKR ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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 #Investing #Buffett #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 25 Aug 2025 05:00:00 -0000 Warren Buffett's stock portfolio 2025 | AAPL, AMX & KO valuation full Rask Warren Buffett is stepping back after 60 years at Berkshire Hathaway. In this Australian Investors Podcast episode, Owen Rask explores Buffett’s $1.2 trillion portfolio, breaking down his top holdings — Apple, American Express and Coca-Cola — using TIKR. Plus: Buffett’s 4 rules for picking winning businesses, and what you can learn from his success. Warren Buffett is stepping back after 60 years at Berkshire Hathaway. In this Australian Investors Podcast episode, Owen Rask explores Buffett’s $1.2 trillion portfolio, breaking down his top holdings — Apple, American Express and Coca-Cola — using TIKR. Plus: Buffett’s 4 rules for picking winning businesses, and what you can learn from his success. In this Australian Investors Podcast episode, your host Owen Rask breaks down: – Warren Buffett’s top 3 shareholdings: Apple, Amex & Coca-Cola – How Buffett thinks about valuation — and why he’s selling some Apple stock – The 4 timeless rules Buffett laid out in 1977 – Live valuations using TIKR – What makes a “wonderful business” – Why most of Buffett’s wealth came after age 60 If you love learning about long-term investing, business quality and valuation, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Why Warren Buffett is stepping back — and what it means for investors – Apple: Buffett’s biggest holding… but he’s selling – Live valuation using TIKR: is Apple overvalued? – Buffett’s 4 investment rules from 1977 – Why Coca-Cola and Amex remain long-term winners – GEICO, See’s Candy and Buffett’s shift from value to quality – How Buffett made 99% of his wealth after turning 60 – The power of patience and compounding – How to track guru portfolios using 13F filings – How to use TIKR for fundamental valuation in minutes Resources for This Episode – TIKR ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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 #Investing #Buffett #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Warren Buffett is stepping back after 60 years at Berkshire Hathaway. In this Australian Investors Podcast episode, Owen Rask explores Buffett’s $1.2 trillion portfolio, breaking down his top holdings — Apple, American Express and Coca-Cola — using TIKR. Plus: Buffett’s 4 rules for picking winning businesses, and what you can learn from his success.


    In this Australian Investors Podcast episode, your host Owen Rask breaks down:


    – Warren Buffett’s top 3 shareholdings: Apple, Amex & Coca-Cola

    – How Buffett thinks about valuation — and why he’s selling some Apple stock

    – The 4 timeless rules Buffett laid out in 1977

    – Live valuations using TIKR

    – What makes a “wonderful business”

    – Why most of Buffett’s wealth came after age 60


    If you love learning about long-term investing, business quality and valuation, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!


    Follow us on Instagram and TikTok for more investing insights.


    Topics Covered

    – Why Warren Buffett is stepping back — and what it means for investors

    – Apple: Buffett’s biggest holding… but he’s selling

    – Live valuation using TIKR: is Apple overvalued?

    – Buffett’s 4 investment rules from 1977

    – Why Coca-Cola and Amex remain long-term winners

    – GEICO, See’s Candy and Buffett’s shift from value to quality

    – How Buffett made 99% of his wealth after turning 60

    – The power of patience and compounding

    – How to track guru portfolios using 13F filings

    – How to use TIKR for fundamental valuation in minutes


    Resources for This Episode

    – TIKR


    ~~ Rask Resources ~~

    🔗 Explore all Rask services – https://bit.ly/R-services

    📋 Get Financial Planning – https://bit.ly/R-plan

    📈 Start investing with Rask – https://bit.ly/R-invest

    📜 Access Show Notes – https://bit.ly/R-notes

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


    📲 Follow us on social media:

    – Instagram: @rask.invest

    – TikTok: @rask.invest


    DISCLAIMER

    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


    #Investing #Buffett #AustralianInvestorsPodcast

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1444 no     CSL crashes 17% & does anyone still believe in CBA? https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this 2 Sense episode of The Australian Investors Podcast, Drew Meredith and Owen Rask break down CSL’s 17% one-day drop, whether CBA’s dividend yield is a ‘chart crime’, and what’s happening to their $10k fake portfolios. Plus: mid cap Aussie stocks trying to go big and how to think about concentrated holdings. In this 2 Sense episode of the Australian Investors Podcast, your hosts Owen Rask and Drew Meredith, CFP®, break down: – CSL’s shocking 17% share price drop – The case for or against CBA’s yield – How their fake $10k portfolios are holding up – Why it’s so hard for mid caps to grow into top 20 stocks If you enjoy hearing long-term investing insights with a dose of Aussie humour, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for short, sharp investing lessons. Topics Covered – CSL’s 17% crash — how did it happen? – CBA’s dividend yield: genuine decline or “chart crime”? – Updates on the $10k fake portfolio challenge: who’s up, who’s hurting? – Are mid caps still breaking through to ASX 100/20? – The difference between winners and compounders – Position sizing: what to do when one stock gets too big – The long arc of US vs China power, and what it means for portfolios – How currency moves help Aussie investors (sometimes) ~~ Rask Resources ~~🔗 Explore all Rask services – https://bit.ly/R-services📋 Get Financial Planning – https://bit.ly/R-plan📈 Start investing with Rask – https://bit.ly/R-invest📜 Access Show Notes – https://bit.ly/R-notes❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media:– Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. #2Sense #CSL #CBA #AustralianInvestorsPodcast #InvestingAustralia Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 22 Aug 2025 21:00:00 -0000 CSL crashes 17% & does anyone still believe in CBA? full Rask In this 2 Sense episode of The Australian Investors Podcast, Drew Meredith and Owen Rask break down CSL’s 17% one-day drop, whether CBA’s dividend yield is a ‘chart crime’, and what’s happening to their $10k fake portfolios. Plus: mid cap Aussie stocks trying to go big and how to think about concentrated holdings. In this 2 Sense episode of The Australian Investors Podcast, Drew Meredith and Owen Rask break down CSL’s 17% one-day drop, whether CBA’s dividend yield is a ‘chart crime’, and what’s happening to their $10k fake portfolios. Plus: mid cap Aussie stocks trying to go big and how to think about concentrated holdings. In this 2 Sense episode of the Australian Investors Podcast, your hosts Owen Rask and Drew Meredith, CFP®, break down: – CSL’s shocking 17% share price drop – The case for or against CBA’s yield – How their fake $10k portfolios are holding up – Why it’s so hard for mid caps to grow into top 20 stocks If you enjoy hearing long-term investing insights with a dose of Aussie humour, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for short, sharp investing lessons. Topics Covered – CSL’s 17% crash — how did it happen? – CBA’s dividend yield: genuine decline or “chart crime”? – Updates on the $10k fake portfolio challenge: who’s up, who’s hurting? – Are mid caps still breaking through to ASX 100/20? – The difference between winners and compounders – Position sizing: what to do when one stock gets too big – The long arc of US vs China power, and what it means for portfolios – How currency moves help Aussie investors (sometimes) ~~ Rask Resources ~~🔗 Explore all Rask services – https://bit.ly/R-services📋 Get Financial Planning – https://bit.ly/R-plan📈 Start investing with Rask – https://bit.ly/R-invest📜 Access Show Notes – https://bit.ly/R-notes❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media:– Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. #2Sense #CSL #CBA #AustralianInvestorsPodcast #InvestingAustralia Learn more about your ad choices. Visit megaphone.fm/adchoices In this 2 Sense episode of The Australian Investors Podcast, Drew Meredith and Owen Rask break down CSL’s 17% one-day drop, whether CBA’s dividend yield is a ‘chart crime’, and what’s happening to their $10k fake portfolios. Plus: mid cap Aussie stocks trying to go big and how to think about concentrated holdings.


    In this 2 Sense episode of the Australian Investors Podcast, your hosts Owen Rask and Drew Meredith, CFP®, break down:
    – CSL’s shocking 17% share price drop

    – The case for or against CBA’s yield

    – How their fake $10k portfolios are holding up

    – Why it’s so hard for mid caps to grow into top 20 stocks


    If you enjoy hearing long-term investing insights with a dose of Aussie humour, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!


    Follow us on Instagram and TikTok for short, sharp investing lessons.


    Topics Covered


    – CSL’s 17% crash — how did it happen?

    – CBA’s dividend yield: genuine decline or “chart crime”?

    – Updates on the $10k fake portfolio challenge: who’s up, who’s hurting?

    – Are mid caps still breaking through to ASX 100/20?

    – The difference between winners and compounders

    – Position sizing: what to do when one stock gets too big

    – The long arc of US vs China power, and what it means for portfolios

    – How currency moves help Aussie investors (sometimes)


    ~~ Rask Resources ~~
    🔗 Explore all Rask services – https://bit.ly/R-services
    📋 Get Financial Planning – https://bit.ly/R-plan
    📈 Start investing with Rask – https://bit.ly/R-invest
    📜 Access Show Notes – https://bit.ly/R-notes
    ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest


    📲 Follow us on social media:
    – Instagram: @rask.invest

    – TikTok: @rask.invest


    DISCLAIMER

    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.

    #2Sense #CSL #CBA #AustralianInvestorsPodcast #InvestingAustralia

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2897 no     Micro cap private companies: it’s f#%king hard (ft. Leigh Gant) https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your hosts Owen Rask and Leigh Gant discuss: – How Leigh transitioned from fitness businesses to investing in private companies – What makes a business worth buying and what can go wrong – How Australians can get started in private market investing – Lessons learned from his first 12 months as a business buyer Join the conversation about private companies: https://community.rask.com.au/c/investing/buying-private-companies-is-f-ing-hard If you love learning about private equity and small business investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Leigh’s journey from gym owner to investor – Buying a private business vs. starting from scratch – Key lessons learned from operating a business post-acquisition – What no one tells you about vendor financing, due diligence, and being “on the tools” Resources for This Episode – Leigh's LinkedIn Chapters (approximate) (00:00) Introduction (01:38) Getting to Know Leigh (09:02) Leigh's Inspiration to Choose Private Markets (13:24) Where to Start (16:11) Range of Capital Needed to Plan The Space (19:52) Is $100k Enough to Start? (21:44) What Leigh Was Doing in Due Diligence Phase (25:09) Small & Medium Business Stats (29:08) Next Step (IM) (31:00) Documents Leigh Looked At (32:57) Tax Structures (33:57) Loans (39:27) Valuations (42:31) How Did The Business Go? (51:56) More Resources ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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 #Investing #PrivateEquity #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 20 Aug 2025 05:00:00 -0000 Micro cap private companies: it’s f#%king hard (ft. Leigh Gant) full Rask Leigh Gant joins the Australian Investors Podcast to share what it's really like to buy and operate a small business. In this episode, he breaks down the mechanics of private markets, vendor finance, risk management, and what he wishes he knew before becoming an acquirer. In this Australian Investors Podcast episode, your hosts Owen Rask and Leigh Gant discuss: – How Leigh transitioned from fitness businesses to investing in private companies – What makes a business worth buying and what can go wrong – How Australians can get started in private market investing – Lessons learned from his first 12 months as a business buyer Join the conversation about private companies: https://community.rask.com.au/c/investing/buying-private-companies-is-f-ing-hard If you love learning about private equity and small business investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Leigh’s journey from gym owner to investor – Buying a private business vs. starting from scratch – Key lessons learned from operating a business post-acquisition – What no one tells you about vendor financing, due diligence, and being “on the tools” Resources for This Episode – Leigh's LinkedIn Chapters (approximate) (00:00) Introduction (01:38) Getting to Know Leigh (09:02) Leigh's Inspiration to Choose Private Markets (13:24) Where to Start (16:11) Range of Capital Needed to Plan The Space (19:52) Is $100k Enough to Start? (21:44) What Leigh Was Doing in Due Diligence Phase (25:09) Small & Medium Business Stats (29:08) Next Step (IM) (31:00) Documents Leigh Looked At (32:57) Tax Structures (33:57) Loans (39:27) Valuations (42:31) How Did The Business Go? (51:56) More Resources ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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 #Investing #PrivateEquity #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your hosts Owen Rask and Leigh Gant discuss:

    – How Leigh transitioned from fitness businesses to investing in private companies

    – What makes a business worth buying and what can go wrong

    – How Australians can get started in private market investing

    – Lessons learned from his first 12 months as a business buyer

    Join the conversation about private companies: https://community.rask.com.au/c/investing/buying-private-companies-is-f-ing-hard

    If you love learning about private equity and small business investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

    Follow us on Instagram and TikTok for more investing insights.


    Topics Covered

    – Leigh’s journey from gym owner to investor

    – Buying a private business vs. starting from scratch

    – Key lessons learned from operating a business post-acquisition

    – What no one tells you about vendor financing, due diligence, and being “on the tools”


    Resources for This Episode

    – Leigh's LinkedIn


    Chapters (approximate)

    (00:00) Introduction

    (01:38) Getting to Know Leigh

    (09:02) Leigh's Inspiration to Choose Private Markets

    (13:24) Where to Start

    (16:11) Range of Capital Needed to Plan The Space

    (19:52) Is $100k Enough to Start?

    (21:44) What Leigh Was Doing in Due Diligence Phase

    (25:09) Small & Medium Business Stats

    (29:08) Next Step (IM)

    (31:00) Documents Leigh Looked At

    (32:57) Tax Structures

    (33:57) Loans

    (39:27) Valuations

    (42:31) How Did The Business Go?

    (51:56) More Resources


    ~~ Rask Resources ~~

    🔗 Explore all Rask services – https://bit.ly/R-services

    📋 Get Financial Planning – https://bit.ly/R-plan

    📈 Start investing with Rask – https://bit.ly/R-invest

    📜 Access Show Notes – https://bit.ly/R-notes

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


    📲 Follow us on social media:

    – Instagram: @rask.invest

    – TikTok: @rask.invest


    DISCLAIMER

    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


    #Investing #PrivateEquity #AustralianInvestorsPodcast

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3589 yes     Seneca’s reporting season bets, Qoria, Infomedia & why fee structures matter In this episode of the Australian Investors Podcast, your hosts Owen Rask, Luke Laretive and Ben Richards discuss: – Seneca’s fee model & why they avoid management fees – What worked last reporting season and why – The idea of “inflecting profitability” and current examples like Qoria – Infomedia (IFM) takeover, reporting season expectations & how to spot opportunity early If you love learning about small and mid cap ASX shares, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – How Seneca’s “zero management fee” model works and why it aligns with investors – Inflecting profitability: what it means and examples in this reporting season – The case for Qoria (QOR) and how its turnaround is surprising investors – Infomedia (IFM): why Seneca owned it before the takeover – Trading small caps: liquidity, deal execution, and “breaking your way out of a bag” – How to spot reporting season alpha before results hit – Gold exploration, tech profitability & sentiment turning points – Thoughts on other companies: SiteMinder (SDR), EROAD (ERD), Antipa (AZY) – Final thoughts on what won’t work this reporting season Resources for This Episode – Seneca website: https://www.senecafs.com.au/ ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 18 Aug 2025 05:00:00 -0000 Seneca’s reporting season bets, Qoria, Infomedia & why fee structures matter full Rask In this episode of The Australian Investors Podcast, Seneca Financial Solutions’ Luke Laretive and Ben Richards break down what’s working in small caps this reporting season. They explain why companies like Infomedia (IFM) and Qoria (QOR) are performing, why they avoid management fees in their fund, and how to identify “inflecting profitability” before the market catches on. In this episode of the Australian Investors Podcast, your hosts Owen Rask, Luke Laretive and Ben Richards discuss: – Seneca’s fee model & why they avoid management fees – What worked last reporting season and why – The idea of “inflecting profitability” and current examples like Qoria – Infomedia (IFM) takeover, reporting season expectations & how to spot opportunity early If you love learning about small and mid cap ASX shares, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – How Seneca’s “zero management fee” model works and why it aligns with investors – Inflecting profitability: what it means and examples in this reporting season – The case for Qoria (QOR) and how its turnaround is surprising investors – Infomedia (IFM): why Seneca owned it before the takeover – Trading small caps: liquidity, deal execution, and “breaking your way out of a bag” – How to spot reporting season alpha before results hit – Gold exploration, tech profitability & sentiment turning points – Thoughts on other companies: SiteMinder (SDR), EROAD (ERD), Antipa (AZY) – Final thoughts on what won’t work this reporting season Resources for This Episode – Seneca website: https://www.senecafs.com.au/ ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of the Australian Investors Podcast, your hosts Owen Rask, Luke Laretive and Ben Richards discuss:

    – Seneca’s fee model & why they avoid management fees

    – What worked last reporting season and why

    – The idea of “inflecting profitability” and current examples like Qoria

    – Infomedia (IFM) takeover, reporting season expectations & how to spot opportunity early


    If you love learning about small and mid cap ASX shares, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!


    Follow us on Instagram and TikTok for more investing insights.


    Topics Covered

    – How Seneca’s “zero management fee” model works and why it aligns with investors

    – Inflecting profitability: what it means and examples in this reporting season

    – The case for Qoria (QOR) and how its turnaround is surprising investors

    – Infomedia (IFM): why Seneca owned it before the takeover

    – Trading small caps: liquidity, deal execution, and “breaking your way out of a bag”

    – How to spot reporting season alpha before results hit

    – Gold exploration, tech profitability & sentiment turning points

    – Thoughts on other companies: SiteMinder (SDR), EROAD (ERD), Antipa (AZY)

    – Final thoughts on what won’t work this reporting season


    Resources for This Episode

    – Seneca website: https://www.senecafs.com.au/


    ~~ Rask Resources ~~

    🔗 Explore all Rask services – https://bit.ly/R-services

    📋 Get Financial Planning – https://bit.ly/R-plan

    📈 Start investing with Rask – https://bit.ly/R-invest

    📜 Access Show Notes – https://bit.ly/R-notes

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


    📲 Follow us on social media:

    – Instagram: @rask.invest

    – TikTok: @rask.invest


    DISCLAIMER

    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.


    #Investing #Finance #AustralianInvestorsPodcast

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2752 no     Is 2 ETFs enough? Owen's PME 40-bagger & lessons from financial advice In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith dive into ASX reporting season news from Pro Medicus Ltd (ASX: PME) and JB HiFi Limited (ASX: JBH) and answer your questions. If you love learning about smart portfolio management and staying invested through the cycle, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Is CSL a buy after recent price weakness? – Responding to financial media fear headlines – What falling AUD means for overseas ETFs – How super contributions are “timed” in falling markets – Dividend reinvestment plans – yay or nay? – How to think about rebalancing portfolios during market corrections – Is two ETFs enough for diversification? – How advisers project manage debt recycling strategies ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 15 Aug 2025 21:00:00 -0000 Is 2 ETFs enough? Owen's PME 40-bagger & lessons from financial advice full Rask In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith dive into ASX reporting season news from Pro Medicus Ltd (ASX: PME) and JB HiFi Limited (ASX: JBH) and answer your questions. In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith dive into ASX reporting season news from Pro Medicus Ltd (ASX: PME) and JB HiFi Limited (ASX: JBH) and answer your questions. If you love learning about smart portfolio management and staying invested through the cycle, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Is CSL a buy after recent price weakness? – Responding to financial media fear headlines – What falling AUD means for overseas ETFs – How super contributions are “timed” in falling markets – Dividend reinvestment plans – yay or nay? – How to think about rebalancing portfolios during market corrections – Is two ETFs enough for diversification? – How advisers project manage debt recycling strategies ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith dive into ASX reporting season news from Pro Medicus Ltd (ASX: PME) and JB HiFi Limited (ASX: JBH) and answer your questions.


    If you love learning about smart portfolio management and staying invested through the cycle, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!


    Follow us on Instagram and TikTok for more investing insights.


    Topics Covered

    – Is CSL a buy after recent price weakness?

    – Responding to financial media fear headlines

    – What falling AUD means for overseas ETFs

    – How super contributions are “timed” in falling markets

    – Dividend reinvestment plans – yay or nay?

    – How to think about rebalancing portfolios during market corrections

    – Is two ETFs enough for diversification?

    – How advisers project manage debt recycling strategies


    ~~ Rask Resources ~~

    🔗 Explore all Rask services – https://bit.ly/R-services

    📋 Get Financial Planning – https://bit.ly/R-plan

    📈 Start investing with Rask – https://bit.ly/R-invest

    📜 Access Show Notes – https://bit.ly/R-notes

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


    📲 Follow us on social media:

    – Instagram: @rask.invest

    – TikTok: @rask.invest


    DISCLAIMER

    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.


    #Investing #Finance #AustralianInvestorsPodcast

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4000 no     Stephen Darke on Navigator Global: investing in hedge funds & alternative asset managers https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your host Mitchell Sneddon discusses with guest Stephen Darke: – What Navigator Global Investments (ASX: NGI) actually does – How NGI earns revenue by backing hedge funds & private market firms – Why NGI believes the market is undervaluing its portfolio – How Stephen Darke thinks about manager selection, fees & long-term capital allocation If you love learning about listed investment businesses and alternative investing, subscribe to the Australian Investors Podcast on **Apple, Spotify, or YouTube!** Follow us on Instagram and TikTok for more investing insights. Topics Covered: – Navigator’s unique investment model and how it earns revenue – Why hedge fund strategies can be sticky and valuable in volatile markets – How NGI identifies and partners with elite alternative managers – Why Stephen Darke believes NGI is misunderstood and undervalued by the ASX – Final thoughts on performance fees, capital lockups and the growth vision for NGI ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 13 Aug 2025 05:00:00 -0000 Stephen Darke on Navigator Global: investing in hedge funds & alternative asset managers full Rask Navigator Global Investments (ASX: NGI) CEO Stephen Darke joins the Australian Investors Podcast to explain how NGI invests in hedge funds and private market managers globally, the business model behind NGI, how performance fees work, and why listed markets may be missing the value in this alternative asset platform. In this Australian Investors Podcast episode, your host Mitchell Sneddon discusses with guest Stephen Darke: – What Navigator Global Investments (ASX: NGI) actually does – How NGI earns revenue by backing hedge funds & private market firms – Why NGI believes the market is undervaluing its portfolio – How Stephen Darke thinks about manager selection, fees & long-term capital allocation If you love learning about listed investment businesses and alternative investing, subscribe to the Australian Investors Podcast on **Apple, Spotify, or YouTube!** Follow us on Instagram and TikTok for more investing insights. Topics Covered: – Navigator’s unique investment model and how it earns revenue – Why hedge fund strategies can be sticky and valuable in volatile markets – How NGI identifies and partners with elite alternative managers – Why Stephen Darke believes NGI is misunderstood and undervalued by the ASX – Final thoughts on performance fees, capital lockups and the growth vision for NGI ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Mitchell Sneddon discusses with guest Stephen Darke:

    – What Navigator Global Investments (ASX: NGI) actually does

    – How NGI earns revenue by backing hedge funds & private market firms

    – Why NGI believes the market is undervaluing its portfolio

    – How Stephen Darke thinks about manager selection, fees & long-term capital allocation

    If you love learning about listed investment businesses and alternative investing, subscribe to the Australian Investors Podcast on **Apple, Spotify, or YouTube!**

    Follow us on Instagram and TikTok for more investing insights.

    Topics Covered:

    – Navigator’s unique investment model and how it earns revenue

    – Why hedge fund strategies can be sticky and valuable in volatile markets

    – How NGI identifies and partners with elite alternative managers

    – Why Stephen Darke believes NGI is misunderstood and undervalued by the ASX

    – Final thoughts on performance fees, capital lockups and the growth vision for NGI

    ~~ Rask Resources ~~

    🔗 Explore all Rask services – https://bit.ly/R-services

    📋 Get Financial Planning – https://bit.ly/R-plan

    📈 Start investing with Rask – https://bit.ly/R-invest

    📜 Access Show Notes – https://bit.ly/R-notes

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

    📲 Follow us on social media:

    – Instagram: @rask.invest

    – TikTok: @rask.invest

    DISCLAIMER

    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.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3837 no     4 retirement mistakes, Elon’s $44b payday & 6 stock ideas https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: – Four common retirement mistakes (and how to avoid them) – Elon Musk’s $30 billion Tesla bonus – Multiple stocks, ETFs & one unlisted company on our radar – Listener questions on LaserBond, leveraged ETFs & micro-investing apps Chapters (approximate) (00:00) Introduction (01:56) Drew's Big Mistakes (02:54) 4 Retirement Mistakes (05:15) Owen's New Tesla (09:28) Drew's Four Investment Ideas (17:22) Who Are The Richest People? (20:05) Owen's Two Investment Ideas (24:09) LaserBond Limited (ASX:LBL) (32:40) Fake Portfolio Updates (39:09) Global X (A300) (41:22) ASX's TPG Bungle (47:08) Geared Index Funds (55:04) How to Buy Shares on Interactive Brokers (56:12) Buy, Hold or Sell? (57:16) Round-up Investing (1:00:24) Drew's Dad Joke If you love learning about long-term investing, superannuation and stock market strategies, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Retirement spending patterns and why they change – The “I + G = TR” rule for total return in retirement – Why not starting a pension could cost you thousands – Elon Musk’s $30b Tesla option package – fair reward or too much? – Drew’s watchlist: Palantir, QUS ETF, Tesla & Storypark (unlisted) – Owen’s watchlist: Intuitive Surgical, Costco & Macquarie Group – Small-cap spotlight: LaserBond (LBL) and its surface engineering tech – Leveraged ETFs – when they can work, and the risks – Micro-investing apps like Raiz – fees, features & when to use them Resources for This Episode – Ask a question – just select the Investors Podcast ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 08 Aug 2025 21:00:00 -0000 Retirement mistakes, Elon’s $30b payday & 3 stocks on our watchlist full Rask In this episode, Owen Rask and Drew Meredith cover the most common (and expensive) retirement mistakes, unpack Elon Musk’s massive $30 billion Tesla payday, and share a range of investment ideas they’re watching – from high-growth US tech to niche Australian small-caps. In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: – Four common retirement mistakes (and how to avoid them) – Elon Musk’s $30 billion Tesla bonus – Multiple stocks, ETFs & one unlisted company on our radar – Listener questions on LaserBond, leveraged ETFs & micro-investing apps Chapters (approximate) (00:00) Introduction (01:56) Drew's Big Mistakes (02:54) 4 Retirement Mistakes (05:15) Owen's New Tesla (09:28) Drew's Four Investment Ideas (17:22) Who Are The Richest People? (20:05) Owen's Two Investment Ideas (24:09) LaserBond Limited (ASX:LBL) (32:40) Fake Portfolio Updates (39:09) Global X (A300) (41:22) ASX's TPG Bungle (47:08) Geared Index Funds (55:04) How to Buy Shares on Interactive Brokers (56:12) Buy, Hold or Sell? (57:16) Round-up Investing (1:00:24) Drew's Dad Joke If you love learning about long-term investing, superannuation and stock market strategies, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Retirement spending patterns and why they change – The “I + G = TR” rule for total return in retirement – Why not starting a pension could cost you thousands – Elon Musk’s $30b Tesla option package – fair reward or too much? – Drew’s watchlist: Palantir, QUS ETF, Tesla & Storypark (unlisted) – Owen’s watchlist: Intuitive Surgical, Costco & Macquarie Group – Small-cap spotlight: LaserBond (LBL) and its surface engineering tech – Leveraged ETFs – when they can work, and the risks – Micro-investing apps like Raiz – fees, features & when to use them Resources for This Episode – Ask a question – just select the Investors Podcast ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss:

    – Four common retirement mistakes (and how to avoid them)

    – Elon Musk’s $30 billion Tesla bonus

    – Multiple stocks, ETFs & one unlisted company on our radar

    – Listener questions on LaserBond, leveraged ETFs & micro-investing apps


    Chapters (approximate)

    (00:00) Introduction

    (01:56) Drew's Big Mistakes

    (02:54) 4 Retirement Mistakes

    (05:15) Owen's New Tesla

    (09:28) Drew's Four Investment Ideas

    (17:22) Who Are The Richest People?

    (20:05) Owen's Two Investment Ideas

    (24:09) LaserBond Limited (ASX:LBL)

    (32:40) Fake Portfolio Updates

    (39:09) Global X (A300)

    (41:22) ASX's TPG Bungle

    (47:08) Geared Index Funds

    (55:04) How to Buy Shares on Interactive Brokers

    (56:12) Buy, Hold or Sell?

    (57:16) Round-up Investing

    (1:00:24) Drew's Dad Joke


    If you love learning about long-term investing, superannuation and stock market strategies, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!


    Follow us on Instagram and TikTok for more investing insights.


    Topics Covered

    – Retirement spending patterns and why they change

    – The “I + G = TR” rule for total return in retirement

    – Why not starting a pension could cost you thousands

    – Elon Musk’s $30b Tesla option package – fair reward or too much?

    – Drew’s watchlist: Palantir, QUS ETF, Tesla & Storypark (unlisted)

    – Owen’s watchlist: Intuitive Surgical, Costco & Macquarie Group

    – Small-cap spotlight: LaserBond (LBL) and its surface engineering tech

    – Leveraged ETFs – when they can work, and the risks

    – Micro-investing apps like Raiz – fees, features & when to use them


    Resources for This Episode

    – Ask a question – just select the Investors Podcast


    ~~ Rask Resources ~~

    🔗 Explore all Rask services – https://bit.ly/R-services

    📋 Get Financial Planning – https://bit.ly/R-plan

    📈 Start investing with Rask – https://bit.ly/R-invest

    📜 Access Show Notes – https://bit.ly/R-notes

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


    📲 Follow us on social media:

    – Instagram: @rask.invest

    – TikTok: @rask.invest


    DISCLAIMER

    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.


    #Investing #Finance #AustralianInvestorsPodcast

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3796 no     Why India is the next great economy: Raiz’s Mugunthan Siva explains https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your host Mitchell Sneddon discusses: – India’s demographic edge and economic growth – The digital transformation (Aadhaar, JAM Trinity) and infrastructure boom – The rise of local Indian investors and the impact of SIPs – Why active investing beats passive in India’s complex market If you love learning about global investing and emerging markets, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. – India Avenue ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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 #Investing #India #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 06 Aug 2025 05:00:00 -0000 Why India is the next great economy: Raiz’s Mugunthan Siva explains full Rask India is now the world’s most populous country and one of its fastest-growing economies. In this episode, Mugunthan Siva from India Avenue explains India’s massive demographic advantage, how digital infrastructure is transforming productivity, and why the case for active investing in India is so compelling. In this Australian Investors Podcast episode, your host Mitchell Sneddon discusses: – India’s demographic edge and economic growth – The digital transformation (Aadhaar, JAM Trinity) and infrastructure boom – The rise of local Indian investors and the impact of SIPs – Why active investing beats passive in India’s complex market If you love learning about global investing and emerging markets, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. – India Avenue ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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 #Investing #India #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Mitchell Sneddon discusses:

    – India’s demographic edge and economic growth

    – The digital transformation (Aadhaar, JAM Trinity) and infrastructure boom

    – The rise of local Indian investors and the impact of SIPs

    – Why active investing beats passive in India’s complex market

    If you love learning about global investing and emerging markets, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

    Follow us on Instagram and TikTok for more investing insights.








    – India Avenue


    ~~ Rask Resources ~~

    🔗 Explore all Rask services – https://bit.ly/R-services

    📋 Get Financial Planning – https://bit.ly/R-plan

    📈 Start investing with Rask – https://bit.ly/R-invest

    📜 Access Show Notes – https://bit.ly/R-notes

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


    📲 Follow us on social media:

    – Instagram: @rask.invest

    – TikTok: @rask.invest


    DISCLAIMER

    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

    #Investing #India #AustralianInvestorsPodcast

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3364 no     Trump’s tariffs, Bapcor’s crash & the art of portfolio resilience https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Drew Meredith and Mitchell Sneddon react to a 10% global market pullback, break down Trump’s new tariff moves, dive into Bapcor’s 30% share price crash, and talk through portfolio resilience, investor psychology, and listener questions on DRPs, super, and tactical rebalancing. In this Australian Investors Podcast episode, your hosts Drew Meredith and Mitchell Sneddon discuss: – Trump’s new round of tariffs and trade war risks – How to manage portfolios in a falling market – Bapcor’s 30% share price crash & turnaround potential – Drew’s client strategy and Mitchell’s ETF reflections Chapters (approximate) (00:00) Introduction (03:51) Tariffs and Market Reactions (07:32) Wattle Portfolios General Exposure (11:18) US Federal Reserve and Interest Rates (13:59) Where Was Drew on July 2nd? (15:45) NAB CEO Called Out (20:44) WiseTech's New CEO (24:14) Bapcor Stock Tanked (30:40) Drew's Rejected Episode Ideas (34:06) The Challenges of Active Management (40:01) Our Favourite GYG Orders (42:00) Thoughts on GYG (45:39) Active vs. Passive Management (52:21) Fake Portfolio Updates (52:59) Rapid Fire Questions for Drew If you love learning about long-term investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Trump’s tariffs on South Korea, India & Brazil: investor implications – Waddle’s approach to portfolio risk, diversification & hedging – Bapcor’s 30% crash: write-downs, Bunnings competition & a turnaround series idea – NAB CEO wine-gate and executive behaviour in the age of scrutiny – WiseTech’s unusual CEO transition & governance flags – Listener Q&A: DRPs, ETF allocation, and rebalancing winners vs losers – Guzman y Gomez analysis: growth vs valuation, is it too spicy? – Magellan & falling knives: what Mitchell & Drew regret buying – Portfolio leaderboard update & Drew’s bagel-based spice test Resources for This Episode – Nobody's Fool by Harlan Coben – Ask a question – just select the Investors Podcast ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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 #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 01 Aug 2025 21:00:00 -0000 Trump’s tariffs, Bapcor’s crash & the art of portfolio resilience full Rask Drew Meredith and Mitchell Sneddon react to a 10% global market pullback, break down Trump’s new tariff moves, dive into Bapcor’s 30% share price crash, and talk through portfolio resilience, investor psychology, and listener questions on DRPs, super, and tactical rebalancing. Drew Meredith and Mitchell Sneddon react to a 10% global market pullback, break down Trump’s new tariff moves, dive into Bapcor’s 30% share price crash, and talk through portfolio resilience, investor psychology, and listener questions on DRPs, super, and tactical rebalancing. In this Australian Investors Podcast episode, your hosts Drew Meredith and Mitchell Sneddon discuss: – Trump’s new round of tariffs and trade war risks – How to manage portfolios in a falling market – Bapcor’s 30% share price crash & turnaround potential – Drew’s client strategy and Mitchell’s ETF reflections Chapters (approximate) (00:00) Introduction (03:51) Tariffs and Market Reactions (07:32) Wattle Portfolios General Exposure (11:18) US Federal Reserve and Interest Rates (13:59) Where Was Drew on July 2nd? (15:45) NAB CEO Called Out (20:44) WiseTech's New CEO (24:14) Bapcor Stock Tanked (30:40) Drew's Rejected Episode Ideas (34:06) The Challenges of Active Management (40:01) Our Favourite GYG Orders (42:00) Thoughts on GYG (45:39) Active vs. Passive Management (52:21) Fake Portfolio Updates (52:59) Rapid Fire Questions for Drew If you love learning about long-term investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Trump’s tariffs on South Korea, India & Brazil: investor implications – Waddle’s approach to portfolio risk, diversification & hedging – Bapcor’s 30% crash: write-downs, Bunnings competition & a turnaround series idea – NAB CEO wine-gate and executive behaviour in the age of scrutiny – WiseTech’s unusual CEO transition & governance flags – Listener Q&A: DRPs, ETF allocation, and rebalancing winners vs losers – Guzman y Gomez analysis: growth vs valuation, is it too spicy? – Magellan & falling knives: what Mitchell & Drew regret buying – Portfolio leaderboard update & Drew’s bagel-based spice test Resources for This Episode – Nobody's Fool by Harlan Coben – Ask a question – just select the Investors Podcast ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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 #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Drew Meredith and Mitchell Sneddon react to a 10% global market pullback, break down Trump’s new tariff moves, dive into Bapcor’s 30% share price crash, and talk through portfolio resilience, investor psychology, and listener questions on DRPs, super, and tactical rebalancing.


    In this Australian Investors Podcast episode, your hosts Drew Meredith and Mitchell Sneddon discuss:

    – Trump’s new round of tariffs and trade war risks

    – How to manage portfolios in a falling market

    – Bapcor’s 30% share price crash & turnaround potential

    – Drew’s client strategy and Mitchell’s ETF reflections


    Chapters (approximate)

    (00:00) Introduction

    (03:51) Tariffs and Market Reactions

    (07:32) Wattle Portfolios General Exposure

    (11:18) US Federal Reserve and Interest Rates

    (13:59) Where Was Drew on July 2nd?

    (15:45) NAB CEO Called Out

    (20:44) WiseTech's New CEO

    (24:14) Bapcor Stock Tanked

    (30:40) Drew's Rejected Episode Ideas

    (34:06) The Challenges of Active Management

    (40:01) Our Favourite GYG Orders

    (42:00) Thoughts on GYG

    (45:39) Active vs. Passive Management

    (52:21) Fake Portfolio Updates

    (52:59) Rapid Fire Questions for Drew


    If you love learning about long-term investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!


    Follow us on Instagram and TikTok for more investing insights.


    Topics Covered

    – Trump’s tariffs on South Korea, India & Brazil: investor implications

    – Waddle’s approach to portfolio risk, diversification & hedging

    – Bapcor’s 30% crash: write-downs, Bunnings competition & a turnaround series idea

    – NAB CEO wine-gate and executive behaviour in the age of scrutiny

    – WiseTech’s unusual CEO transition & governance flags

    – Listener Q&A: DRPs, ETF allocation, and rebalancing winners vs losers

    – Guzman y Gomez analysis: growth vs valuation, is it too spicy?

    – Magellan & falling knives: what Mitchell & Drew regret buying

    – Portfolio leaderboard update & Drew’s bagel-based spice test


    Resources for This Episode

    – Nobody's Fool by Harlan Coben

    – Ask a question – just select the Investors Podcast


    ~~ Rask Resources ~~

    🔗 Explore all Rask services – https://bit.ly/R-services

    📋 Get Financial Planning – https://bit.ly/R-plan

    📈 Start investing with Rask – https://bit.ly/R-invest

    📜 Access Show Notes – https://bit.ly/R-notes

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


    📲 Follow us on social media:

    – Instagram: @rask.invest

    – TikTok: @rask.invest


    DISCLAIMER

    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


    #Investing #Finance #AustralianInvestorsPodcast

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3677 no     Auscap's high-conviction edge, market lessons & mistakes to avoid – Tim Carleton https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Tim Carleton, founder and Chief Investment Officer at Auscap Asset Management, to discuss: – Auscap’s high-conviction approach to investing – What makes a business “high quality” (and worth holding long-term) – Risk management insights from Macquarie and Goldman Sachs – Why valuation discipline and business quality matter more than ever – The logic behind Auscap’s top investments including ResMed, REA, and Nick Scali If you love learning about long-term investing and portfolio construction, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Tim’s investing origin story: from punting at uni to Macquarie & Goldmans – Auscap’s focus on the top 70–80 companies in the market – Why competitive advantage and ROE drive long-term returns – Position sizing, portfolio construction & trimming winners – The ResMed GLP-1 panic and contrarian investing – Lessons from cycles in mining and banking stocks – How to think about risk, valuation, and business quality – Advice Tim gives to students at Sydney Uni Resources for this episode – Auscap Asset Management ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 30 Jul 2025 05:00:00 -0000 Auscap's high-conviction edge, market lessons & mistakes to avoid – Tim Carleton full Rask In this episode of The Australian Investors Podcast, host Mitchell Sneddon speaks with Tim Carleton, founder and CIO of Auscap Asset Management, about Auscap’s investment process, managing risk, lessons from Macquarie and Goldman Sachs, avoiding poor businesses, valuation discipline, and what makes a great long-term investment. In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Tim Carleton, founder and Chief Investment Officer at Auscap Asset Management, to discuss: – Auscap’s high-conviction approach to investing – What makes a business “high quality” (and worth holding long-term) – Risk management insights from Macquarie and Goldman Sachs – Why valuation discipline and business quality matter more than ever – The logic behind Auscap’s top investments including ResMed, REA, and Nick Scali If you love learning about long-term investing and portfolio construction, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Tim’s investing origin story: from punting at uni to Macquarie & Goldmans – Auscap’s focus on the top 70–80 companies in the market – Why competitive advantage and ROE drive long-term returns – Position sizing, portfolio construction & trimming winners – The ResMed GLP-1 panic and contrarian investing – Lessons from cycles in mining and banking stocks – How to think about risk, valuation, and business quality – Advice Tim gives to students at Sydney Uni Resources for this episode – Auscap Asset Management ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Tim Carleton, founder and Chief Investment Officer at Auscap Asset Management, to discuss:

    – Auscap’s high-conviction approach to investing

    – What makes a business “high quality” (and worth holding long-term)

    – Risk management insights from Macquarie and Goldman Sachs

    – Why valuation discipline and business quality matter more than ever

    – The logic behind Auscap’s top investments including ResMed, REA, and Nick Scali


    If you love learning about long-term investing and portfolio construction, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!


    Follow us on Instagram and TikTok for more investing insights.


    Topics Covered

    – Tim’s investing origin story: from punting at uni to Macquarie & Goldmans

    – Auscap’s focus on the top 70–80 companies in the market

    – Why competitive advantage and ROE drive long-term returns

    – Position sizing, portfolio construction & trimming winners

    – The ResMed GLP-1 panic and contrarian investing

    – Lessons from cycles in mining and banking stocks

    – How to think about risk, valuation, and business quality

    – Advice Tim gives to students at Sydney Uni


    Resources for this episode

    – Auscap Asset Management


    ~~ Rask Resources ~~

    🔗 Explore all Rask services – https://bit.ly/R-services

    📋 Get Financial Planning – https://bit.ly/R-plan

    📈 Start investing with Rask – https://bit.ly/R-invest

    📜 Access Show Notes – https://bit.ly/R-notes

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

    📲 Follow us on social media:

    – Instagram: @rask.invest

    – TikTok: @rask.invest


    DISCLAIMER

    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.


    #Investing #Finance #AustralianInvestorsPodcast

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3817 no     Three ASX shares for exciting growth: ResMed, GenTrack & Pinnacle https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, Owen Rask is joined by Ryan Newman, Director of Research at The Motley Fool Australia, to discuss three ASX companies with exciting growth potential. They explore: – How Ryan finds great companies – What makes ResMed a global health leader – Why GenTrack is disrupting utilities and airports – How Pinnacle structures its boutique funds for success If you enjoyed this chat about ASX growth shares, be sure to subscribe on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts for weekly investing insights! – ⁠Subscribe on Apple⁠ – ⁠Subscribe on Spotify⁠ – ⁠Subscribe on YouTube⁠ – ⁠Follow us on Instagram⁠ – ⁠Follow us on TikTok⁠ Topics Covered – Why Ryan Newman loves stock investing – Mistakes and successes from Ryan’s investing journey – How to research companies like a pro – ResMed (ASX: RMD): Sleep apnea and health megatrends – GenTrack (ASX: GTK): Software for utilities and airports – Pinnacle Investment (ASX: PNI): Income from boutique fund ownership – What to look for in a long-term growth business – How optionality and business model strength play into returns – Why patience and understanding your thesis are key Resources for this episode ⁠Ask a question (select the Investors podcast)⁠ ~~ Rask resources ~~ 🔗 Explore all Rask services – ⁠https://bit.ly/R-services⁠ 📋 Learn about Rask Financial Planning – ⁠https://bit.ly/R-plan⁠ 📈 Start investing with Rask – ⁠https://bit.ly/R-invest⁠ 📜 Access Show Notes – ⁠https://bit.ly/R-notes⁠ ❓ Ask a question – just select the Investors Podcast – ⁠https://bit.ly/R-quest⁠ 📲 Follow us on social media: Instagram: @rask.invest – ⁠https://www.instagram.com/rask.invest/⁠ TikTok: @rask.invest – ⁠https://www.tiktok.com/@rask.invest⁠ DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re unsure, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG) - ⁠https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Sat, 26 Jul 2025 05:00:00 -0000 Three ASX shares for exciting growth: ResMed, GenTrack & Pinnacle full Rask Discover three exciting ASX-listed growth companies – ResMed, GenTrack, and Pinnacle Investment – and learn how each business is shaping the future with innovative solutions and long-term potential. In this Australian Investors Podcast episode, Owen Rask is joined by Ryan Newman, Director of Research at The Motley Fool Australia, to discuss three ASX companies with exciting growth potential. They explore: – How Ryan finds great companies – What makes ResMed a global health leader – Why GenTrack is disrupting utilities and airports – How Pinnacle structures its boutique funds for success If you enjoyed this chat about ASX growth shares, be sure to subscribe on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts for weekly investing insights! – ⁠Subscribe on Apple⁠ – ⁠Subscribe on Spotify⁠ – ⁠Subscribe on YouTube⁠ – ⁠Follow us on Instagram⁠ – ⁠Follow us on TikTok⁠ Topics Covered – Why Ryan Newman loves stock investing – Mistakes and successes from Ryan’s investing journey – How to research companies like a pro – ResMed (ASX: RMD): Sleep apnea and health megatrends – GenTrack (ASX: GTK): Software for utilities and airports – Pinnacle Investment (ASX: PNI): Income from boutique fund ownership – What to look for in a long-term growth business – How optionality and business model strength play into returns – Why patience and understanding your thesis are key Resources for this episode ⁠Ask a question (select the Investors podcast)⁠ ~~ Rask resources ~~ 🔗 Explore all Rask services – ⁠https://bit.ly/R-services⁠ 📋 Learn about Rask Financial Planning – ⁠https://bit.ly/R-plan⁠ 📈 Start investing with Rask – ⁠https://bit.ly/R-invest⁠ 📜 Access Show Notes – ⁠https://bit.ly/R-notes⁠ ❓ Ask a question – just select the Investors Podcast – ⁠https://bit.ly/R-quest⁠ 📲 Follow us on social media: Instagram: @rask.invest – ⁠https://www.instagram.com/rask.invest/⁠ TikTok: @rask.invest – ⁠https://www.tiktok.com/@rask.invest⁠ DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re unsure, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG) - ⁠https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, Owen Rask is joined by Ryan Newman, Director of Research at The Motley Fool Australia, to discuss three ASX companies with exciting growth potential. They explore:

    – How Ryan finds great companies

    – What makes ResMed a global health leader

    – Why GenTrack is disrupting utilities and airports

    – How Pinnacle structures its boutique funds for success


    If you enjoyed this chat about ASX growth shares, be sure to subscribe on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts for weekly investing insights!


    – ⁠Subscribe on Apple⁠

    – ⁠Subscribe on Spotify⁠

    – ⁠Subscribe on YouTube⁠

    – ⁠Follow us on Instagram⁠

    – ⁠Follow us on TikTok⁠


    Topics Covered

    – Why Ryan Newman loves stock investing – Mistakes and successes from Ryan’s investing journey – How to research companies like a pro – ResMed (ASX: RMD): Sleep apnea and health megatrends – GenTrack (ASX: GTK): Software for utilities and airports – Pinnacle Investment (ASX: PNI): Income from boutique fund ownership – What to look for in a long-term growth business – How optionality and business model strength play into returns – Why patience and understanding your thesis are key


    Resources for this episode

    ⁠Ask a question (select the Investors podcast)⁠


    ~~ Rask resources ~~ 🔗 Explore all Rask services – ⁠https://bit.ly/R-services⁠ 📋 Learn about Rask Financial Planning – ⁠https://bit.ly/R-plan⁠ 📈 Start investing with Rask – ⁠https://bit.ly/R-invest⁠ 📜 Access Show Notes – ⁠https://bit.ly/R-notes⁠ ❓ Ask a question – just select the Investors Podcast – ⁠https://bit.ly/R-quest⁠

    📲 Follow us on social media: Instagram: @rask.invest – ⁠https://www.instagram.com/rask.invest/⁠ TikTok: @rask.invest – ⁠https://www.tiktok.com/@rask.invest⁠


    DISCLAIMER

    This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re unsure, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG) - ⁠https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2425 no     Greg Dean on global small caps, compounders & the power of curiosity https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your host Mitchell Sneddon speaks with Greg Dean, founder and Chief Investment Officer of Langdon Equity Partners, a global small cap fund manager based in Canada. Together, they discuss: – The emotional weight of receiving a financial legacy – How to manage family dynamics and partner expectations – What to do first (hint: it’s not investing!) – How to seek the right advice and build a trusted team – What happens if you're not expecting an inheritance If you love learning about small cap investing and global markets, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Why global small caps remain overlooked — and why that’s an edge – How Langdon defines and finds compounders – The “trust but verify” investment philosophy – Langdon’s investment team structure & culture – How to assess management teams and competitive advantage – Real examples of stock misses, wins & lessons learned – Final thoughts on patience, ownership, and what drives Greg personally Resources for This Episode – Learn more about Langdon Equity Partners ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 23 Jul 2025 05:00:00 -0000 Greg Dean on global small caps, compounders & the power of curiosity full Rask Greg Dean, CIO of Langdon Equity Partners, shares how his team finds and backs global small cap compounders, why private investors are missing out, and how Langdon's investment process gives it an edge. We explore their framework for evaluating companies, team culture, and the unique advantages of global small caps in long-term portfolios. In this Australian Investors Podcast episode, your host Mitchell Sneddon speaks with Greg Dean, founder and Chief Investment Officer of Langdon Equity Partners, a global small cap fund manager based in Canada. Together, they discuss: – The emotional weight of receiving a financial legacy – How to manage family dynamics and partner expectations – What to do first (hint: it’s not investing!) – How to seek the right advice and build a trusted team – What happens if you're not expecting an inheritance If you love learning about small cap investing and global markets, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Why global small caps remain overlooked — and why that’s an edge – How Langdon defines and finds compounders – The “trust but verify” investment philosophy – Langdon’s investment team structure & culture – How to assess management teams and competitive advantage – Real examples of stock misses, wins & lessons learned – Final thoughts on patience, ownership, and what drives Greg personally Resources for This Episode – Learn more about Langdon Equity Partners ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Mitchell Sneddon speaks with Greg Dean, founder and Chief Investment Officer of Langdon Equity Partners, a global small cap fund manager based in Canada.


    Together, they discuss:

    – The emotional weight of receiving a financial legacy

    – How to manage family dynamics and partner expectations

    – What to do first (hint: it’s not investing!)

    – How to seek the right advice and build a trusted team

    – What happens if you're not expecting an inheritance


    If you love learning about small cap investing and global markets, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!


    Follow us on Instagram and TikTok for more investing insights.


    Topics Covered

    – Why global small caps remain overlooked — and why that’s an edge

    – How Langdon defines and finds compounders

    – The “trust but verify” investment philosophy

    – Langdon’s investment team structure & culture

    – How to assess management teams and competitive advantage

    – Real examples of stock misses, wins & lessons learned

    – Final thoughts on patience, ownership, and what drives Greg personally


    Resources for This Episode

    – Learn more about Langdon Equity Partners


    ~~ Rask Resources ~~

    🔗 Explore all Rask services – https://bit.ly/R-services

    📋 Get Financial Planning – https://bit.ly/R-plan

    📈 Start investing with Rask – https://bit.ly/R-invest

    📜 Access Show Notes – https://bit.ly/R-notes

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


    📲 Follow us on social media:

    – Instagram: @rask.invest

    – TikTok: @rask.invest


    DISCLAIMER

    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.

    #Investing #Finance #AustralianInvestorsPodcast

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4568 no     How to invest in AI using ETFs https://www.raskmedia.com.au/podcasts/australian-investors-podcast/  In this Australian Investors Podcast episode, Owen Rask breaks down how to invest in artificial intelligence (AI) using ETFs. With AI transforming everything from your workplace to your portfolio, this episode covers: – How AI could add $16 trillion to the global economy – Which ETFs give you exposure to AI megatrends – The difference between core and satellite ETF strategies – Risks to be aware of when investing in AI-focused funds If you like this Australian Investors Podcast episode on AI investing, you'll love our series. Don't forget to subscribe for weekly shows on ⁠Apple⁠, ⁠Spotify⁠, ⁠YouTube⁠, or wherever you get your podcasts! Follow us on ⁠Instagram⁠ and ⁠TikTok⁠ for more investing insights. Topics Covered – Why AI is a massive opportunity for investors – Understanding NVIDIA and the rise of AI hardware – How ETFs provide diversified exposure to AI – NDQ ETF (Nasdaq 100 – includes Microsoft, Nvidia, Google) – FAANG ETF (Top 10 tech giants: Facebook, Apple, Amazon…) – ATEC ETF (Aussie tech companies using AI) – GXAI & AINF ETFs (Global AI infrastructure and software) – The role of cybersecurity via HACK ETF – Core vs. Satellite ETF strategy – What to look for in ETF fees and risks (MERs, currency risk, tax changes) – Why staying diversified is the key to long-term success – Using ETFs to blend AI exposure with stability Resources for this episode 📄 Learn more about AI and ETF investing: ⁠NDQ – BetaShares Nasdaq 100 ETF⁠ ⁠FAANG – Global X FAANG+ ETF⁠ ⁠ATEC – BetaShares Australian Technology ETF⁠ ⁠GXAI – Global X Artificial Intelligence ETF⁠ ⁠HACK – BetaShares Global Cybersecurity ETF⁠ ~~ Show partner resources ~~ 💰 Join Pearler using code “RASK” for $15 of Pearler Credit -⁠ https://bit.ly/Pearler⁠ 📊 Get 50% off your first two months using PocketSmith -⁠ https://bit.ly/R-PocketSmith⁠ 📈 View Betashares full range of funds -⁠ https://bit.ly/beta-25⁠ ~~ Rask resources ~~ 🔗 Explore all Rask services -⁠ https://bit.ly/R-services⁠ 📋 Learn about Rask Financial Planning -⁠ https://bit.ly/R-plan⁠ 📈 Start investing with Rask -⁠ https://bit.ly/R-invest⁠ 📜 Access Show Notes -⁠ https://bit.ly/R-notes⁠ ❓ Ask a question - just select the Investors Podcast -⁠ https://bit.ly/R-quest⁠ 📲 Follow us on social media: Instagram:⁠ @rask.invest⁠ TikTok:⁠ @rask.invest⁠ DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re unsure, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG) -⁠ https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 21 Jul 2025 05:00:00 -0000 How to invest in AI using ETFs full Rask Explore the top ETFs to invest in artificial intelligence (AI), including NDQ, FAANG, ATEC, GXAI, and more. Learn how to diversify, manage risk, and build a portfolio for the future.  In this Australian Investors Podcast episode, Owen Rask breaks down how to invest in artificial intelligence (AI) using ETFs. With AI transforming everything from your workplace to your portfolio, this episode covers: – How AI could add $16 trillion to the global economy – Which ETFs give you exposure to AI megatrends – The difference between core and satellite ETF strategies – Risks to be aware of when investing in AI-focused funds If you like this Australian Investors Podcast episode on AI investing, you'll love our series. Don't forget to subscribe for weekly shows on ⁠Apple⁠, ⁠Spotify⁠, ⁠YouTube⁠, or wherever you get your podcasts! Follow us on ⁠Instagram⁠ and ⁠TikTok⁠ for more investing insights. Topics Covered – Why AI is a massive opportunity for investors – Understanding NVIDIA and the rise of AI hardware – How ETFs provide diversified exposure to AI – NDQ ETF (Nasdaq 100 – includes Microsoft, Nvidia, Google) – FAANG ETF (Top 10 tech giants: Facebook, Apple, Amazon…) – ATEC ETF (Aussie tech companies using AI) – GXAI & AINF ETFs (Global AI infrastructure and software) – The role of cybersecurity via HACK ETF – Core vs. Satellite ETF strategy – What to look for in ETF fees and risks (MERs, currency risk, tax changes) – Why staying diversified is the key to long-term success – Using ETFs to blend AI exposure with stability Resources for this episode 📄 Learn more about AI and ETF investing: ⁠NDQ – BetaShares Nasdaq 100 ETF⁠ ⁠FAANG – Global X FAANG+ ETF⁠ ⁠ATEC – BetaShares Australian Technology ETF⁠ ⁠GXAI – Global X Artificial Intelligence ETF⁠ ⁠HACK – BetaShares Global Cybersecurity ETF⁠ ~~ Show partner resources ~~ 💰 Join Pearler using code “RASK” for $15 of Pearler Credit -⁠ https://bit.ly/Pearler⁠ 📊 Get 50% off your first two months using PocketSmith -⁠ https://bit.ly/R-PocketSmith⁠ 📈 View Betashares full range of funds -⁠ https://bit.ly/beta-25⁠ ~~ Rask resources ~~ 🔗 Explore all Rask services -⁠ https://bit.ly/R-services⁠ 📋 Learn about Rask Financial Planning -⁠ https://bit.ly/R-plan⁠ 📈 Start investing with Rask -⁠ https://bit.ly/R-invest⁠ 📜 Access Show Notes -⁠ https://bit.ly/R-notes⁠ ❓ Ask a question - just select the Investors Podcast -⁠ https://bit.ly/R-quest⁠ 📲 Follow us on social media: Instagram:⁠ @rask.invest⁠ TikTok:⁠ @rask.invest⁠ DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re unsure, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG) -⁠ https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices  In this Australian Investors Podcast episode, Owen Rask breaks down how to invest in artificial intelligence (AI) using ETFs.

    With AI transforming everything from your workplace to your portfolio, this episode covers:

    – How AI could add $16 trillion to the global economy

    – Which ETFs give you exposure to AI megatrends

    – The difference between core and satellite ETF strategies

    – Risks to be aware of when investing in AI-focused funds


    If you like this Australian Investors Podcast episode on AI investing, you'll love our series. Don't forget to subscribe for weekly shows on ⁠Apple⁠, ⁠Spotify⁠, ⁠YouTube⁠, or wherever you get your podcasts!


    Follow us on ⁠Instagram⁠ and ⁠TikTok⁠ for more investing insights.


    Topics Covered

    – Why AI is a massive opportunity for investors

    – Understanding NVIDIA and the rise of AI hardware

    – How ETFs provide diversified exposure to AI

    – NDQ ETF (Nasdaq 100 – includes Microsoft, Nvidia, Google)

    – FAANG ETF (Top 10 tech giants: Facebook, Apple, Amazon…)

    – ATEC ETF (Aussie tech companies using AI)

    – GXAI & AINF ETFs (Global AI infrastructure and software)

    – The role of cybersecurity via HACK ETF

    – Core vs. Satellite ETF strategy

    – What to look for in ETF fees and risks (MERs, currency risk, tax changes)

    – Why staying diversified is the key to long-term success

    – Using ETFs to blend AI exposure with stability


    Resources for this episode

    📄 Learn more about AI and ETF investing:

    ⁠NDQ – BetaShares Nasdaq 100 ETF⁠ ⁠FAANG – Global X FAANG+ ETF⁠

    ⁠ATEC – BetaShares Australian Technology ETF⁠

    ⁠GXAI – Global X Artificial Intelligence ETF⁠ ⁠HACK – BetaShares Global Cybersecurity ETF⁠


    ~~ Show partner resources ~~

    💰 Join Pearler using code “RASK” for $15 of Pearler Credit -⁠ https://bit.ly/Pearler⁠

    📊 Get 50% off your first two months using PocketSmith -⁠ https://bit.ly/R-PocketSmith⁠

    📈 View Betashares full range of funds -⁠ https://bit.ly/beta-25⁠


    ~~ Rask resources ~~

    🔗 Explore all Rask services -⁠ https://bit.ly/R-services⁠

    📋 Learn about Rask Financial Planning -⁠ https://bit.ly/R-plan⁠

    📈 Start investing with Rask -⁠ https://bit.ly/R-invest⁠

    📜 Access Show Notes -⁠ https://bit.ly/R-notes⁠

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

    📲 Follow us on social media: Instagram:⁠ @rask.invest⁠ TikTok:⁠ @rask.invest⁠


    DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it.

    If you’re unsure, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance.

    The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG) -⁠ https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1352 no     Pro Medicus, Kelly Partners, $10k portfolio review & shares vs property debate with Luke Laretive https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your hosts Owen Rask and Luke Laretive discuss: – Why Luke refuses to buy investment property – Pro Medicus (ASX: PME) and why it's not in Seneca’s portfolio – Luke’s small cap process and how it delivers outperformance – How big the Seneca fund can grow and when it might close Chapters (approximate) (0:00) Introduction (02:28) NVIDIA or Pro Medicus? (07:27) Is Investing with Luke the Top of the Market? (11:30) How Big Can Your Fund Get Before Soft Closing? (14:10) Active Vs. Small Caps: 20 Years of Data (16:15) Thoughts on Kelly Partners (22:13) City Chic ASX:CCX (23:36) Property Market or Share Market? (27:22) Thoughts on Fortescue (29:34) PlaySide Studios ASX:PLY (37:20) Our Fake Portfolios Update (39:15) How to Make the Most Money Possible (44:57) Luke's Favourite Companies (47:42) Small Companies Fund If you love learning about small caps and active investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Pro Medicus (ASX: PME) vs NVIDIA: Efficient markets and priced-for-perfection concerns – The Seneca investment process & portfolio management principles – Kelly Partners (ASX: KPG) & why Luke avoids debt-fuelled roll-ups – Fund sizing: when Luke would soft or hard close Seneca – The long-term edge of small caps & why the cycle still has legs – Shares vs property: Luke’s strong opinion and logic ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 18 Jul 2025 21:00:00 -0000 Pro Medicus, Kelly Partners, $10k portfolio review & shares vs property debate with Luke Laretive full Rask Small cap fund manager Luke Laretive of Seneca joins the Australian Investors Podcast to share why he’ll never buy an investment property, his thoughts on Pro Medicus (PME), how his investment process drives performance, and what makes small caps so compelling right now. In this Australian Investors Podcast episode, your hosts Owen Rask and Luke Laretive discuss: – Why Luke refuses to buy investment property – Pro Medicus (ASX: PME) and why it's not in Seneca’s portfolio – Luke’s small cap process and how it delivers outperformance – How big the Seneca fund can grow and when it might close Chapters (approximate) (0:00) Introduction (02:28) NVIDIA or Pro Medicus? (07:27) Is Investing with Luke the Top of the Market? (11:30) How Big Can Your Fund Get Before Soft Closing? (14:10) Active Vs. Small Caps: 20 Years of Data (16:15) Thoughts on Kelly Partners (22:13) City Chic ASX:CCX (23:36) Property Market or Share Market? (27:22) Thoughts on Fortescue (29:34) PlaySide Studios ASX:PLY (37:20) Our Fake Portfolios Update (39:15) How to Make the Most Money Possible (44:57) Luke's Favourite Companies (47:42) Small Companies Fund If you love learning about small caps and active investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Pro Medicus (ASX: PME) vs NVIDIA: Efficient markets and priced-for-perfection concerns – The Seneca investment process & portfolio management principles – Kelly Partners (ASX: KPG) & why Luke avoids debt-fuelled roll-ups – Fund sizing: when Luke would soft or hard close Seneca – The long-term edge of small caps & why the cycle still has legs – Shares vs property: Luke’s strong opinion and logic ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your hosts Owen Rask and Luke Laretive discuss:

    – Why Luke refuses to buy investment property

    – Pro Medicus (ASX: PME) and why it's not in Seneca’s portfolio

    – Luke’s small cap process and how it delivers outperformance

    – How big the Seneca fund can grow and when it might close


    Chapters (approximate)

    (0:00) Introduction

    (02:28) NVIDIA or Pro Medicus?

    (07:27) Is Investing with Luke the Top of the Market?

    (11:30) How Big Can Your Fund Get Before Soft Closing?

    (14:10) Active Vs. Small Caps: 20 Years of Data

    (16:15) Thoughts on Kelly Partners

    (22:13) City Chic ASX:CCX

    (23:36) Property Market or Share Market?

    (27:22) Thoughts on Fortescue

    (29:34) PlaySide Studios ASX:PLY

    (37:20) Our Fake Portfolios Update

    (39:15) How to Make the Most Money Possible

    (44:57) Luke's Favourite Companies

    (47:42) Small Companies Fund


    If you love learning about small caps and active investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!


    Follow us on Instagram and TikTok for more investing insights.


    Topics Covered

    – Pro Medicus (ASX: PME) vs NVIDIA: Efficient markets and priced-for-perfection concerns

    – The Seneca investment process & portfolio management principles

    – Kelly Partners (ASX: KPG) & why Luke avoids debt-fuelled roll-ups

    – Fund sizing: when Luke would soft or hard close Seneca

    – The long-term edge of small caps & why the cycle still has legs

    – Shares vs property: Luke’s strong opinion and logic


    ~~ Rask Resources ~~

    🔗 Explore all Rask services – https://bit.ly/R-services

    📋 Get Financial Planning – https://bit.ly/R-plan

    📈 Start investing with Rask – https://bit.ly/R-invest

    📜 Access Show Notes – https://bit.ly/R-notes

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


    📲 Follow us on social media:

    – Instagram: @rask.invest

    – TikTok: @rask.invest


    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.

    #Investing #Finance #AustralianInvestorsPodcast

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3124 yes     Essential tax strategies for growing your business https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, Jordan Kidis and Danil Goloubev of Grey Space Advisory discuss their essential tax strategies. These strategies are tailored for those businesses turning over $500k-$2m, and how to sustain a healthy business growth.  This episode was originally featured on the Australian Business Podcast. Topics covered today: – Best Business Structures Now and in the Future – Liability protections – Expense Method Comparison – Optimising Superannuation – The Instant Asset Write-Off Scheme Resources mentioned in this episode: – Free community – Join our Q&A in March – Ask a question (select the Investors or Business podcast) Rask Resources All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan  Invest with us: https://bit.ly/R-invest  Access Show Notes: https://bit.ly/R-notes  Ask a question: https://bit.ly/R-quest  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg #business #motivation Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 14 Jul 2025 05:00:00 -0000 Essential tax strategies for growing your business full Rask In this Australian Business Podcast episode, Jordan Kidis and Danil Goloubev of Grey Space Advisory discuss their essential tax strategies. In this Australian Investors Podcast episode, Jordan Kidis and Danil Goloubev of Grey Space Advisory discuss their essential tax strategies. These strategies are tailored for those businesses turning over $500k-$2m, and how to sustain a healthy business growth.  This episode was originally featured on the Australian Business Podcast. Topics covered today: – Best Business Structures Now and in the Future – Liability protections – Expense Method Comparison – Optimising Superannuation – The Instant Asset Write-Off Scheme Resources mentioned in this episode: – Free community – Join our Q&A in March – Ask a question (select the Investors or Business podcast) Rask Resources All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan  Invest with us: https://bit.ly/R-invest  Access Show Notes: https://bit.ly/R-notes  Ask a question: https://bit.ly/R-quest  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg #business #motivation Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, Jordan Kidis and Danil Goloubev of Grey Space Advisory discuss their essential tax strategies. These strategies are tailored for those businesses turning over $500k-$2m, and how to sustain a healthy business growth. 


    This episode was originally featured on the Australian Business Podcast.


    Topics covered today:

    – Best Business Structures Now and in the Future

    – Liability protections

    – Expense Method Comparison

    – Optimising Superannuation

    – The Instant Asset Write-Off Scheme


    Resources mentioned in this episode:

    – Free community

    – Join our Q&A in March

    – Ask a question (select the Investors or Business podcast)


    Rask Resources

    All services: https://bit.ly/R-services

    Financial Planning: https://bit.ly/R-plan 

    Invest with us: https://bit.ly/R-invest 

    Access Show Notes: https://bit.ly/R-notes 

    Ask a question: https://bit.ly/R-quest 


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    #business #motivation

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2606 no     Kelly Partners, interest rates, Tesla’s value & Drew’s spicy take on Platinum https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: – Kelly Partners’ controversial share placement without disclosure – Interest rate expectations in Australia, the US and Europe – A hands-on Tesla valuation (with a lot of laughs) – Platinum Asset Management’s surprise merger If you love learning about company analysis, valuations and global investing trends, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Chapters (approximate) 00:00 Introduction 00:56 Kelly Partners: Buy, Hold, Sell? 02:52 Share Placement Without Shareholder Approval 07:18 Interest Rate Decision 11:28 Fake Porfolio Updates 19:07 Buffett's 3 Biggest Shareholdings 21:55 Crypto: Buy, Hold, Sell? 27:22 Origin Energy, Octopus & Kraken 31:36 Australian Office Leases 39:43 Platinum & L1 Binding Merger Terms 41:45 Rapid Fire: Buy, Hold, Sell? 48:00 MCGG Down 15% 53:05 Where To Invest My Money Short Term? 54:19 Low-Cost SMSFs: What’s the Catch? 59:49 Equity Mates Acquired 01:01:09 Drew's Dad Joke Topics Covered – Kelly Partners’ undisclosed share issuance and what Section 6D.2 really means – Where interest rates are heading globally & the RBA’s next moves – Tesla valuation: is 100x PE crazy or justified for Elon’s empire? – Platinum Asset Management’s merger with L1 Capital: good, bad, or desperate? – Bonus: Origin, Energy One & Drew’s real estate incentive breakdown Resources for This Episode ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest Disclaimer 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 11 Jul 2025 21:00:00 -0000 Kelly Partners, interest rates, Tesla’s value & Drew’s spicy take on Platinum full Rask In this week’s episode, Owen and Drew dive into the Kelly Partners share placement drama, explain what’s really driving interest rate expectations globally, and run a hands-on valuation for Tesla using TIKR. Plus, they review Platinum Asset Management’s merger news, discuss energy software company RPMGlobal, and give a light-hearted update on their fantasy portfolios. In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: – Kelly Partners’ controversial share placement without disclosure – Interest rate expectations in Australia, the US and Europe – A hands-on Tesla valuation (with a lot of laughs) – Platinum Asset Management’s surprise merger If you love learning about company analysis, valuations and global investing trends, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Chapters (approximate) 00:00 Introduction 00:56 Kelly Partners: Buy, Hold, Sell? 02:52 Share Placement Without Shareholder Approval 07:18 Interest Rate Decision 11:28 Fake Porfolio Updates 19:07 Buffett's 3 Biggest Shareholdings 21:55 Crypto: Buy, Hold, Sell? 27:22 Origin Energy, Octopus & Kraken 31:36 Australian Office Leases 39:43 Platinum & L1 Binding Merger Terms 41:45 Rapid Fire: Buy, Hold, Sell? 48:00 MCGG Down 15% 53:05 Where To Invest My Money Short Term? 54:19 Low-Cost SMSFs: What’s the Catch? 59:49 Equity Mates Acquired 01:01:09 Drew's Dad Joke Topics Covered – Kelly Partners’ undisclosed share issuance and what Section 6D.2 really means – Where interest rates are heading globally & the RBA’s next moves – Tesla valuation: is 100x PE crazy or justified for Elon’s empire? – Platinum Asset Management’s merger with L1 Capital: good, bad, or desperate? – Bonus: Origin, Energy One & Drew’s real estate incentive breakdown Resources for This Episode ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest Disclaimer 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss:

    – Kelly Partners’ controversial share placement without disclosure

    – Interest rate expectations in Australia, the US and Europe

    – A hands-on Tesla valuation (with a lot of laughs)

    – Platinum Asset Management’s surprise merger


    If you love learning about company analysis, valuations and global investing trends, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!


    Follow us on Instagram and TikTok for more investing insights.


    Chapters (approximate)

    00:00 Introduction

    00:56 Kelly Partners: Buy, Hold, Sell?

    02:52 Share Placement Without Shareholder Approval

    07:18 Interest Rate Decision

    11:28 Fake Porfolio Updates

    19:07 Buffett's 3 Biggest Shareholdings

    21:55 Crypto: Buy, Hold, Sell?

    27:22 Origin Energy, Octopus & Kraken

    31:36 Australian Office Leases

    39:43 Platinum & L1 Binding Merger Terms

    41:45 Rapid Fire: Buy, Hold, Sell?

    48:00 MCGG Down 15%

    53:05 Where To Invest My Money Short Term?

    54:19 Low-Cost SMSFs: What’s the Catch?

    59:49 Equity Mates Acquired

    01:01:09 Drew's Dad Joke


    Topics Covered

    – Kelly Partners’ undisclosed share issuance and what Section 6D.2 really means

    – Where interest rates are heading globally & the RBA’s next moves

    – Tesla valuation: is 100x PE crazy or justified for Elon’s empire?

    – Platinum Asset Management’s merger with L1 Capital: good, bad, or desperate?

    – Bonus: Origin, Energy One & Drew’s real estate incentive breakdown


    Resources for This Episode


    ~~ Rask Resources ~~

    🔗 Explore all Rask services – https://bit.ly/R-services

    📋 Get Financial Planning – https://bit.ly/R-plan

    📈 Start investing with Rask – https://bit.ly/R-invest

    📜 Access Show Notes – https://bit.ly/R-notes

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


    📲 Follow us on social media:

    – Instagram: @rask.invest

    – TikTok: @rask.invest


    Disclaimer

    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.


    #Investing #Finance #AustralianInvestorsPodcast

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3806 no     Why active fixed income may beat passive: Kanish Chugh (PIMCO) [Part 1/2] https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your hosts Owen Rask and Kanish Chugh from PIMCO discuss part 1/2 on active income vs passive income: – Why passive bond ETFs may underperform in volatile markets – What active fixed income managers do differently – How PIMCO builds its bond portfolios and manages risk – Why Aussie investors are shifting towards active fixed income strategies If you love learning about fixed income, bonds and investing strategies, subscribe to the Australian Investors Podcast on **Apple, Spotify, or YouTube!** Follow us on Instagram and TikTok for more investing insights. – The flaws in fixed income indices and why passive may be suboptimal – PIMCO’s approach to security selection and credit analysis – SPIVA data showing active outperformance in fixed income – How active bond funds manage risk, duration and credit exposure – Why Aussie investors should look beyond passive bond ETFs – How to evaluate a fixed income fund manager 📄 Learn more about fixed income strategies: – Check out PIMCO's bond ETF PAUS: https://www.pimco.com/au/en/investments/etf/pimco-australian-bond-fund/ausetf-aud – See PIMCO's Global Bond Fund: https://www.pimco.com/au/en/investments/managed-fund/pimco-global-bond-fund/wholesale-aud – Find PIMCO's Income Fund: https://www.pimco.com/au/en/investments/managed-fund/pimco-income-fund/wholesale-aud – Learn with our FREE Value Investor Program: https://education.rask.com.au/cart/?add-to-cart=44163 ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest 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. Topics CoveredResources for This EpisodeDISCLAIMER Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 09 Jul 2025 05:00:00 -0000 Why active fixed income may beat passive: Kanish Chugh (PIMCO) full Rask PIMCO’s Kanish Chugh joins Owen Rask to explore the performance gap between active and passive fixed income, how active managers like PIMCO construct their portfolios, and why Aussie investors are rethinking their bond allocations. In this Australian Investors Podcast episode, your hosts Owen Rask and Kanish Chugh from PIMCO discuss part 1/2 on active income vs passive income: – Why passive bond ETFs may underperform in volatile markets – What active fixed income managers do differently – How PIMCO builds its bond portfolios and manages risk – Why Aussie investors are shifting towards active fixed income strategies If you love learning about fixed income, bonds and investing strategies, subscribe to the Australian Investors Podcast on **Apple, Spotify, or YouTube!** Follow us on Instagram and TikTok for more investing insights. – The flaws in fixed income indices and why passive may be suboptimal – PIMCO’s approach to security selection and credit analysis – SPIVA data showing active outperformance in fixed income – How active bond funds manage risk, duration and credit exposure – Why Aussie investors should look beyond passive bond ETFs – How to evaluate a fixed income fund manager 📄 Learn more about fixed income strategies: – Check out PIMCO's bond ETF PAUS: https://www.pimco.com/au/en/investments/etf/pimco-australian-bond-fund/ausetf-aud – See PIMCO's Global Bond Fund: https://www.pimco.com/au/en/investments/managed-fund/pimco-global-bond-fund/wholesale-aud – Find PIMCO's Income Fund: https://www.pimco.com/au/en/investments/managed-fund/pimco-income-fund/wholesale-aud – Learn with our FREE Value Investor Program: https://education.rask.com.au/cart/?add-to-cart=44163 ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest 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. Topics CoveredResources for This EpisodeDISCLAIMER Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your hosts Owen Rask and Kanish Chugh from PIMCO discuss part 1/2 on active income vs passive income:

    – Why passive bond ETFs may underperform in volatile markets

    – What active fixed income managers do differently

    – How PIMCO builds its bond portfolios and manages risk

    – Why Aussie investors are shifting towards active fixed income strategies

    If you love learning about fixed income, bonds and investing strategies, subscribe to the Australian Investors Podcast on **Apple, Spotify, or YouTube!**

    Follow us on Instagram and TikTok for more investing insights.

    – The flaws in fixed income indices and why passive may be suboptimal

    – PIMCO’s approach to security selection and credit analysis

    – SPIVA data showing active outperformance in fixed income

    – How active bond funds manage risk, duration and credit exposure

    – Why Aussie investors should look beyond passive bond ETFs

    – How to evaluate a fixed income fund manager

    📄 Learn more about fixed income strategies:

    – Check out PIMCO's bond ETF PAUS:

    https://www.pimco.com/au/en/investments/etf/pimco-australian-bond-fund/ausetf-aud

    – See PIMCO's Global Bond Fund:

    https://www.pimco.com/au/en/investments/managed-fund/pimco-global-bond-fund/wholesale-aud

    – Find PIMCO's Income Fund:

    https://www.pimco.com/au/en/investments/managed-fund/pimco-income-fund/wholesale-aud

    – Learn with our FREE Value Investor Program:

    https://education.rask.com.au/cart/?add-to-cart=44163

    ~~ Rask Resources ~~

    🔗 Explore all Rask services – https://bit.ly/R-services

    📋 Get Financial Planning – https://bit.ly/R-plan

    📈 Start investing with Rask – https://bit.ly/R-invest

    📜 Access Show Notes – https://bit.ly/R-notes

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

    📲 Follow us on social media:

    – Instagram: @rask.invest

    – TikTok: @rask.invest

    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.

    Topics CoveredResources for This EpisodeDISCLAIMER

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2132 no     3 'Foolish' stocks I own, valuation insights & investing lessons - Ryan Newman https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your hosts Owen Rask and Ryan Newman (The Motley Fool Australia) discuss: – Three ASX & US stocks Ryan owns – The importance of narrative in valuation models – Key lessons from the COVID crash and recent volatility – Can AI replace human analysts and valuation work? If you love learning about stock picking and valuation, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Do optimists or pessimists make more money in markets? – What Ryan learned during the COVID crash – Can AI do better valuations than humans? – Ryan's 2-day process for researching a stock like ARB – 3 stocks Ryan owns: WiseTech (WTC), Chrysos (C79), Axon Enterprise (AXON) – Final thoughts & how to approach long-term investing ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 07 Jul 2025 05:00:00 -0000 3 'Foolish' stocks I own, valuation insights & investing lessons - Ryan Newman full Rask Motley Fool Australia's Ryan Newman joins the Australian Investors Podcast to share three stocks he personally owns, explain how he approaches valuations, reflect on key lessons from the COVID crash, and discuss whether AI can replace analysts in the future. In this Australian Investors Podcast episode, your hosts Owen Rask and Ryan Newman (The Motley Fool Australia) discuss: – Three ASX & US stocks Ryan owns – The importance of narrative in valuation models – Key lessons from the COVID crash and recent volatility – Can AI replace human analysts and valuation work? If you love learning about stock picking and valuation, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Do optimists or pessimists make more money in markets? – What Ryan learned during the COVID crash – Can AI do better valuations than humans? – Ryan's 2-day process for researching a stock like ARB – 3 stocks Ryan owns: WiseTech (WTC), Chrysos (C79), Axon Enterprise (AXON) – Final thoughts & how to approach long-term investing ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your hosts Owen Rask and Ryan Newman (The Motley Fool Australia) discuss:

    – Three ASX & US stocks Ryan owns

    – The importance of narrative in valuation models

    – Key lessons from the COVID crash and recent volatility

    – Can AI replace human analysts and valuation work?


    If you love learning about stock picking and valuation, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

    Follow us on Instagram and TikTok for more investing insights.


    Topics Covered

    – Do optimists or pessimists make more money in markets?

    – What Ryan learned during the COVID crash

    – Can AI do better valuations than humans?

    – Ryan's 2-day process for researching a stock like ARB

    – 3 stocks Ryan owns: WiseTech (WTC), Chrysos (C79), Axon Enterprise (AXON)

    – Final thoughts & how to approach long-term investing


    ~~ Rask Resources ~~

    🔗 Explore all Rask services – https://bit.ly/R-services

    📋 Get Financial Planning – https://bit.ly/R-plan

    📈 Start investing with Rask – https://bit.ly/R-invest

    📜 Access Show Notes – https://bit.ly/R-notes

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

    📲 Follow us on social media:

    – Instagram: @rask.invest

    – TikTok: @rask.invest


    DISCLAIMER

    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.

    #Investing #Finance #AustralianInvestorsPodcast

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2569 no     Should you buy property with your super? [triple treat] https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith are joined by none other than James O’Reilly discuss: – Buying property inside your super using an SMSF – Why the numbers often don't stack up – Alternative strategies that outperform – The appeal (and reality) of property in retirement portfolios If you love learning about super, retirement strategies & property investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Ask a question – just select the Investors (or Finance) Podcast – https://bit.ly/R-quest Northeast Wealth: https://www.northeastwealth.com.au/ Wattle Partners: https://www.wattlepartners.com.au/ Australian Retirement Podcast: https://www.raskmedia.com.au/podcasts/australian-retirement-podcast/ Follow us on Instagram and TikTok for more investing insights. Topics Covered – How SMSFs really work when you want to buy property – The actual numbers vs the spruiker pitch – Why most investors are better off in high-growth or geared super – How advisers think about control, flexibility & property myths Chapters – Introduction – James' EOFY Experience – Drew's EOFY Experience – Investments Over or Under? – GOLD Stock – Percentage Change in Median Property Values – Meta Superintelligence Lab – Hamish Douglas on Index Funds Collapsing – Apple Researchers on Reasoning Models – Using Super to Invest in Residential Property – Will the Government Change Negative Gearing? – How Money Deposited in Super is Taxed – Well-Rounded Financial Advisers – Our Thoughts on BYD – Drew's Dad Joke Resources for This Episode – Ask a question – just select the Investor Podcast ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. #Investing #SMSF #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 04 Jul 2025 21:00:00 -0000 Should you buy property with your super? full Rask In this episode of the Australian Investors Podcast, Drew Meredith, James O’Reilly and Owen Rask dive into self-managed super funds (SMSFs) and reveal the real maths behind buying property inside super. They challenge the popular pitch, break down real examples, and explain why property in super often underperforms diversified growth or geared portfolios. In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith are joined by none other than James O’Reilly discuss: – Buying property inside your super using an SMSF – Why the numbers often don't stack up – Alternative strategies that outperform – The appeal (and reality) of property in retirement portfolios If you love learning about super, retirement strategies & property investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Ask a question – just select the Investors (or Finance) Podcast – https://bit.ly/R-quest Northeast Wealth: https://www.northeastwealth.com.au/ Wattle Partners: https://www.wattlepartners.com.au/ Australian Retirement Podcast: https://www.raskmedia.com.au/podcasts/australian-retirement-podcast/ Follow us on Instagram and TikTok for more investing insights. Topics Covered – How SMSFs really work when you want to buy property – The actual numbers vs the spruiker pitch – Why most investors are better off in high-growth or geared super – How advisers think about control, flexibility & property myths Chapters – Introduction – James' EOFY Experience – Drew's EOFY Experience – Investments Over or Under? – GOLD Stock – Percentage Change in Median Property Values – Meta Superintelligence Lab – Hamish Douglas on Index Funds Collapsing – Apple Researchers on Reasoning Models – Using Super to Invest in Residential Property – Will the Government Change Negative Gearing? – How Money Deposited in Super is Taxed – Well-Rounded Financial Advisers – Our Thoughts on BYD – Drew's Dad Joke Resources for This Episode – Ask a question – just select the Investor Podcast ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. #Investing #SMSF #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith are joined by none other than James O’Reilly discuss:

    – Buying property inside your super using an SMSF

    – Why the numbers often don't stack up

    – Alternative strategies that outperform

    – The appeal (and reality) of property in retirement portfolios


    If you love learning about super, retirement strategies & property investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

    Ask a question – just select the Investors (or Finance) Podcast – https://bit.ly/R-quest

    Northeast Wealth: https://www.northeastwealth.com.au/

    Wattle Partners: https://www.wattlepartners.com.au/

    Australian Retirement Podcast: https://www.raskmedia.com.au/podcasts/australian-retirement-podcast/


    Follow us on Instagram and TikTok for more investing insights.


    Topics Covered

    – How SMSFs really work when you want to buy property

    – The actual numbers vs the spruiker pitch

    – Why most investors are better off in high-growth or geared super

    – How advisers think about control, flexibility & property myths


    Chapters

    – Introduction

    – James' EOFY Experience

    – Drew's EOFY Experience

    – Investments Over or Under?

    – GOLD Stock

    – Percentage Change in Median Property Values

    – Meta Superintelligence Lab

    – Hamish Douglas on Index Funds Collapsing

    – Apple Researchers on Reasoning Models

    – Using Super to Invest in Residential Property

    – Will the Government Change Negative Gearing?

    – How Money Deposited in Super is Taxed

    – Well-Rounded Financial Advisers

    – Our Thoughts on BYD

    – Drew's Dad Joke


    Resources for This Episode

    – Ask a question – just select the Investor Podcast


    ~~ Rask Resources ~~

    🔗 Explore all Rask services – https://bit.ly/R-services

    📋 Get Financial Planning – https://bit.ly/R-plan

    📈 Start investing with Rask – https://bit.ly/R-invest

    📜 Access Show Notes – https://bit.ly/R-notes

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


    📲 Follow us on social media:

    – Instagram: @rask.invest

    – TikTok: @rask.invest


    DISCLAIMER

    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.


    #Investing #SMSF #AustralianInvestorsPodcast

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4479 no     Scott Helfstein on the automation age, US exceptionalism & the future of AI investing https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your hosts Owen Rask and Scott Helfstein (Global X ETFs) discuss: – Why US exceptionalism still holds in 2025 – How automation is replacing the information age – AI, robotics & innovation trends shaping markets – Opportunities for investors in infrastructure, power, & AI ecosystems If you love learning about global innovation and AI-driven investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Scott’s journey from West Point to Wall Street – What drives US economic resilience – The rise of automation: replacing the information age – Where AI investing is heading – and who wins – Robotics, power, nuclear & the infrastructure of automation – Why the world’s economic focus is shifting – and what to do about it – Final thoughts on staying invested and thinking long term Resources for This Episode – Ask a question – just select the Investor Podcast ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. #Investing #AI #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 02 Jul 2025 05:00:00 -0000 Scott Helfstein on the automation age, US exceptionalism & the future of AI investing full Rask Global X’s Scott Helfstein joins the show to share his expert perspective on the rise of the automation age, US economic dominance, and how AI is reshaping business. He explains why he’s bullish on innovation, what investors should watch for in the new economic cycle, and how to prepare portfolios for the next wave of automation-led growth. In this Australian Investors Podcast episode, your hosts Owen Rask and Scott Helfstein (Global X ETFs) discuss: – Why US exceptionalism still holds in 2025 – How automation is replacing the information age – AI, robotics & innovation trends shaping markets – Opportunities for investors in infrastructure, power, & AI ecosystems If you love learning about global innovation and AI-driven investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Scott’s journey from West Point to Wall Street – What drives US economic resilience – The rise of automation: replacing the information age – Where AI investing is heading – and who wins – Robotics, power, nuclear & the infrastructure of automation – Why the world’s economic focus is shifting – and what to do about it – Final thoughts on staying invested and thinking long term Resources for This Episode – Ask a question – just select the Investor Podcast ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. #Investing #AI #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your hosts Owen Rask and Scott Helfstein (Global X ETFs) discuss:

    – Why US exceptionalism still holds in 2025

    – How automation is replacing the information age

    – AI, robotics & innovation trends shaping markets

    – Opportunities for investors in infrastructure, power, & AI ecosystems


    If you love learning about global innovation and AI-driven investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!


    Follow us on Instagram and TikTok for more investing insights.


    Topics Covered

    – Scott’s journey from West Point to Wall Street

    – What drives US economic resilience

    – The rise of automation: replacing the information age

    – Where AI investing is heading – and who wins

    – Robotics, power, nuclear & the infrastructure of automation

    – Why the world’s economic focus is shifting – and what to do about it

    – Final thoughts on staying invested and thinking long term


    Resources for This Episode

    – Ask a question – just select the Investor Podcast


    ~~ Rask Resources ~~

    🔗 Explore all Rask services – https://bit.ly/R-services

    📋 Get Financial Planning – https://bit.ly/R-plan

    📈 Start investing with Rask – https://bit.ly/R-invest

    📜 Access Show Notes – https://bit.ly/R-notes

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

    📲 Follow us on social media:

    – Instagram: @rask.invest

    – TikTok: @rask.invest


    DISCLAIMER

    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.

    #Investing #AI #AustralianInvestorsPodcast

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1990 no     Is it time to buy property or shares? https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your hosts Pete Wargent from Allen Wargent Property Buyers and Owen Rask from Rask Media discuss their respective journeys and whether it’s a good time to buy property or shares. They also look through a few case studies and how each cohort might like to invest in the current environment, be it in property, or shares, or both. This episode was originally featured on the Australian Finance Podcast. Here’s a summary of everything they discuss: Latest podcast news – nearly 457k monthly downloads Latest business and markets news from Owen & Pete --- Pros and cons of property and shares Super is massive in Australia too Buy a home and then what? Maybe best to have a balance of all of the above? --- Let’s look at a few case studies 1 Accountant – maybe risk averse, sensitive to cashflow, often owns a home and would like to add one rental, and contribute to super, $1m budget typical for a professional buying a house as an investment Different personality types Analytical/thinker – good saver – risk averse - suited to shares   2 Doctor – often earn higher incomes, tolerance for some risk, they want high growth assets. Some healthcare professionals need trusts for asset protection e.g. surgeon, anaesthetist. Can scale a portfolio quickly, and can tolerate some negative cashflow High income earner – achiever, goals focussed - tolerance for risk – may want to use leverage to build a property portfolio   3 Tradie – often have good skills and are decisive. Have skills to add value to properties and have a good eye for a deal. Some of the best investors are tradies. Good incomes very often and an entrepreneurial spirit   4 Entrepreneurs – difficulties with borrowing capacity, feast and famine. Hard to know whether to invest in self, business, or property and shares. Property is good for people who find it hard to save and invest regularly, after the initial up-front costs. Shares require some savings discipline. Borrowing capacity tends to come and go so need to be strategic and invest when you can Entrepreneur – freedom focussed - with lumpy income? It depends. Property debt can be a noose, but can also be forced discipline. Shares are more liquid and could be sold quickly in a crisis. Prof Scott Galloway. Credentialled – degree - stock options. Equity. Bonuses. “Build business and buy real estate” – Kiyosaki Our kids – University or not? Some thoughts on our respective journeys Listener questions – send them in  If you like this Australian Property Podcast episode don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Rask Resources Pete's Buyers Agency: ⁠https://www.allenwargent.com.au⁠ Alcove mortgage broking: ⁠https://www.raskmedia.com.au/services/mortgage-broking⁠  Amy Lunardi Buyers Agency (Melbourne) ⁠www.amylunardi.com.au⁠  All services: ⁠https://bit.ly/R-services⁠ Financial Planning: ⁠https://bit.ly/R-plan ⁠ Invest with us: ⁠https://bit.ly/R-invest⁠  Access Show Notes: ⁠https://bit.ly/R-notes⁠  Ask a question: ⁠https://bit.ly/R-quest⁠  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): ⁠https://www.rask.com.au/fsg⁠ #property #australia Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 30 Jun 2025 05:00:00 -0000 Is it time to buy property or shares? full Rask In this Australian Investors Podcast episode, your hosts Pete Wargent from Allen Wargent Property Buyers and Owen Rask from Rask Media discuss their respective journeys and whether it’s a good time to buy property or shares. They also look through a few case studies and how each cohort might like to invest in the current environment, be it in property, or shares, or both. In this Australian Investors Podcast episode, your hosts Pete Wargent from Allen Wargent Property Buyers and Owen Rask from Rask Media discuss their respective journeys and whether it’s a good time to buy property or shares. They also look through a few case studies and how each cohort might like to invest in the current environment, be it in property, or shares, or both. This episode was originally featured on the Australian Finance Podcast. Here’s a summary of everything they discuss: Latest podcast news – nearly 457k monthly downloads Latest business and markets news from Owen & Pete --- Pros and cons of property and shares Super is massive in Australia too Buy a home and then what? Maybe best to have a balance of all of the above? --- Let’s look at a few case studies 1 Accountant – maybe risk averse, sensitive to cashflow, often owns a home and would like to add one rental, and contribute to super, $1m budget typical for a professional buying a house as an investment Different personality types Analytical/thinker – good saver – risk averse - suited to shares   2 Doctor – often earn higher incomes, tolerance for some risk, they want high growth assets. Some healthcare professionals need trusts for asset protection e.g. surgeon, anaesthetist. Can scale a portfolio quickly, and can tolerate some negative cashflow High income earner – achiever, goals focussed - tolerance for risk – may want to use leverage to build a property portfolio   3 Tradie – often have good skills and are decisive. Have skills to add value to properties and have a good eye for a deal. Some of the best investors are tradies. Good incomes very often and an entrepreneurial spirit   4 Entrepreneurs – difficulties with borrowing capacity, feast and famine. Hard to know whether to invest in self, business, or property and shares. Property is good for people who find it hard to save and invest regularly, after the initial up-front costs. Shares require some savings discipline. Borrowing capacity tends to come and go so need to be strategic and invest when you can Entrepreneur – freedom focussed - with lumpy income? It depends. Property debt can be a noose, but can also be forced discipline. Shares are more liquid and could be sold quickly in a crisis. Prof Scott Galloway. Credentialled – degree - stock options. Equity. Bonuses. “Build business and buy real estate” – Kiyosaki Our kids – University or not? Some thoughts on our respective journeys Listener questions – send them in  If you like this Australian Property Podcast episode don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Rask Resources Pete's Buyers Agency: ⁠https://www.allenwargent.com.au⁠ Alcove mortgage broking: ⁠https://www.raskmedia.com.au/services/mortgage-broking⁠  Amy Lunardi Buyers Agency (Melbourne) ⁠www.amylunardi.com.au⁠  All services: ⁠https://bit.ly/R-services⁠ Financial Planning: ⁠https://bit.ly/R-plan ⁠ Invest with us: ⁠https://bit.ly/R-invest⁠  Access Show Notes: ⁠https://bit.ly/R-notes⁠  Ask a question: ⁠https://bit.ly/R-quest⁠  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): ⁠https://www.rask.com.au/fsg⁠ #property #australia Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your hosts Pete Wargent from Allen Wargent Property Buyers and Owen Rask from Rask Media discuss their respective journeys and whether it’s a good time to buy property or shares. They also look through a few case studies and how each cohort might like to invest in the current environment, be it in property, or shares, or both.


    This episode was originally featured on the Australian Finance Podcast.


    Here’s a summary of everything they discuss:

    Latest podcast news – nearly 457k monthly downloads

    Latest business and markets news from Owen & Pete

    ---

    Pros and cons of property and shares

    Super is massive in Australia too

    Buy a home and then what?

    Maybe best to have a balance of all of the above?

    ---

    Let’s look at a few case studies

    1 Accountant – maybe risk averse, sensitive to cashflow, often owns a home and would like to add one rental, and contribute to super, $1m budget typical for a professional buying a house as an investment

    Different personality types

    Analytical/thinker – good saver – risk averse - suited to shares

     

    2 Doctor – often earn higher incomes, tolerance for some risk, they want high growth assets. Some healthcare professionals need trusts for asset protection e.g. surgeon, anaesthetist. Can scale a portfolio quickly, and can tolerate some negative cashflow

    High income earner – achiever, goals focussed - tolerance for risk – may want to use leverage to build a property portfolio

     

    3 Tradie – often have good skills and are decisive. Have skills to add value to properties and have a good eye for a deal. Some of the best investors are tradies. Good incomes very often and an entrepreneurial spirit

     

    4 Entrepreneurs – difficulties with borrowing capacity, feast and famine. Hard to know whether to invest in self, business, or property and shares. Property is good for people who find it hard to save and invest regularly, after the initial up-front costs. Shares require some savings discipline. Borrowing capacity tends to come and go so need to be strategic and invest when you can

    Entrepreneur – freedom focussed - with lumpy income? It depends. Property debt can be a noose, but can also be forced discipline. Shares are more liquid and could be sold quickly in a crisis.

    Prof Scott Galloway. Credentialled – degree - stock options. Equity. Bonuses.

    “Build business and buy real estate” – Kiyosaki

    Our kids – University or not?

    Some thoughts on our respective journeys

    Listener questions – send them in 


    If you like this Australian Property Podcast episode don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.



    Rask Resources

    Pete's Buyers Agency: ⁠https://www.allenwargent.com.au⁠

    Alcove mortgage broking: ⁠https://www.raskmedia.com.au/services/mortgage-broking⁠ 

    Amy Lunardi Buyers Agency (Melbourne) ⁠www.amylunardi.com.au⁠ 

    All services: ⁠https://bit.ly/R-services⁠

    Financial Planning: ⁠https://bit.ly/R-plan ⁠

    Invest with us: ⁠https://bit.ly/R-invest⁠ 

    Access Show Notes: ⁠https://bit.ly/R-notes⁠ 

    Ask a question: ⁠https://bit.ly/R-quest⁠ 


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): ⁠https://www.rask.com.au/fsg⁠

    #property #australia


    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4137 no     Inside Lakehouse Capital: Strategic edges, compounding wins & global fund insights https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your host Owen Rask is joined by Donny Buchanan and Nick Thomson of Lakehouse Capital to discuss: – Why only a few stocks drive long-term returns – Lakehouse Capital’s focus on strategic moats and secular tailwinds – How MercadoLibre and ServiceNow exemplify network effects and customer loyalty – The discipline behind concentrated portfolio management and valuations If you love learning about global investing, high-quality businesses, and portfolio construction, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Strategic edges: IP, network effects & customer loyalty – MercadoLibre & ServiceNow: Real-world moat examples – Why long-term holding & alignment matter – How Lakehouse evaluates, sizes & sells global positions ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 27 Jun 2025 21:00:00 -0000 Inside Lakehouse Capital: Strategic edges, compounding wins & global fund insights full Rask This episode of The Australian Investors Podcast features a deep dive with the team from Lakehouse Capital. Donny and Nick explain how they identify and back high-quality global businesses, what gives them a strategic edge, how they manage concentrated portfolios, and why compounding and time are the ultimate tools in wealth creation. In this Australian Investors Podcast episode, your host Owen Rask is joined by Donny Buchanan and Nick Thomson of Lakehouse Capital to discuss: – Why only a few stocks drive long-term returns – Lakehouse Capital’s focus on strategic moats and secular tailwinds – How MercadoLibre and ServiceNow exemplify network effects and customer loyalty – The discipline behind concentrated portfolio management and valuations If you love learning about global investing, high-quality businesses, and portfolio construction, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Strategic edges: IP, network effects & customer loyalty – MercadoLibre & ServiceNow: Real-world moat examples – Why long-term holding & alignment matter – How Lakehouse evaluates, sizes & sells global positions ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Rask is joined by Donny Buchanan and Nick Thomson of Lakehouse Capital to discuss:

    – Why only a few stocks drive long-term returns

    – Lakehouse Capital’s focus on strategic moats and secular tailwinds

    – How MercadoLibre and ServiceNow exemplify network effects and customer loyalty

    – The discipline behind concentrated portfolio management and valuations


    If you love learning about global investing, high-quality businesses, and portfolio construction, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

    Follow us on Instagram and TikTok for more investing insights.


    Topics Covered

    – Strategic edges: IP, network effects & customer loyalty

    – MercadoLibre & ServiceNow: Real-world moat examples

    – Why long-term holding & alignment matter

    – How Lakehouse evaluates, sizes & sells global positions


    ~~ Rask Resources ~~

    🔗 Explore all Rask services – https://bit.ly/R-services

    📋 Get Financial Planning – https://bit.ly/R-plan

    📈 Start investing with Rask – https://bit.ly/R-invest

    📜 Access Show Notes – https://bit.ly/R-notes

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


    📲 Follow us on social media:

    Instagram: @rask.invest

    TikTok: @rask.invest


    DISCLAIMER

    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.


    #Investing #Finance #AustralianInvestorsPodcast

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3849 no     Vulcan Energy, Zip & Euroz Hartleys: Small cap investing with Luke Laretive https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your hosts Owen Rask and Luke Laretive (Seneca Financial Solutions) discuss: – How Luke turned $0.60 into $15 with Vulcan Energy – Why Zip was his biggest percentage win – Two new small cap stock ideas: Antipa Minerals and Euroz Hartleys – Why investors get performance data and fund evaluation wrong If you love learning about small cap investing and ASX company analysis, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Good Research – Luke’s Most Profitable Investments – Why Luke is Interested in Small Cap Investing – Sectors and Returns (High) – Returns from Small Caps – Antipa Minerals (ASX: AZY) – Euroz Hartleys (ASX: EZL) – Insider Tip for Small Cap Investing Resources for This Episode – Good Research ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast #SmallCaps #ASX #SenecaFinancial #StockAnalysis #EurozHartleys Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 26 Jun 2025 07:15:00 -0000 Vulcan Energy, Zip & Euroz Hartleys: Small cap investing with Luke Laretive full Rask In this episode, Luke Laretive from Seneca Financial shares his personal biggest investing wins, breaks down two compelling small cap opportunities – Antipa Minerals and Euroz Hartleys – and offers practical insights into small cap performance, investing style and thesis discipline. In this Australian Investors Podcast episode, your hosts Owen Rask and Luke Laretive (Seneca Financial Solutions) discuss: – How Luke turned $0.60 into $15 with Vulcan Energy – Why Zip was his biggest percentage win – Two new small cap stock ideas: Antipa Minerals and Euroz Hartleys – Why investors get performance data and fund evaluation wrong If you love learning about small cap investing and ASX company analysis, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Good Research – Luke’s Most Profitable Investments – Why Luke is Interested in Small Cap Investing – Sectors and Returns (High) – Returns from Small Caps – Antipa Minerals (ASX: AZY) – Euroz Hartleys (ASX: EZL) – Insider Tip for Small Cap Investing Resources for This Episode – Good Research ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast #SmallCaps #ASX #SenecaFinancial #StockAnalysis #EurozHartleys Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your hosts Owen Rask and Luke Laretive (Seneca Financial Solutions) discuss:

    – How Luke turned $0.60 into $15 with Vulcan Energy

    – Why Zip was his biggest percentage win

    – Two new small cap stock ideas: Antipa Minerals and Euroz Hartleys

    – Why investors get performance data and fund evaluation wrong


    If you love learning about small cap investing and ASX company analysis, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!


    Follow us on Instagram and TikTok for more investing insights.


    Topics Covered

    – Good Research

    – Luke’s Most Profitable Investments

    – Why Luke is Interested in Small Cap Investing

    – Sectors and Returns (High)

    – Returns from Small Caps

    – Antipa Minerals (ASX: AZY)

    – Euroz Hartleys (ASX: EZL)

    – Insider Tip for Small Cap Investing


    Resources for This Episode

    – Good Research


    ~~ Rask Resources ~~

    🔗 Explore all Rask services – https://bit.ly/R-services

    📋 Get Financial Planning – https://bit.ly/R-plan

    📈 Start investing with Rask – https://bit.ly/R-invest

    📜 Access Show Notes – https://bit.ly/R-notes

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


    📲 Follow us on social media:

    – Instagram: @rask.invest

    – TikTok: @rask.invest


    DISCLAIMER

    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.


    #Investing #Finance #AustralianInvestorsPodcast #SmallCaps #ASX #SenecaFinancial #StockAnalysis #EurozHartleys

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2618 no     Understanding TermPlus, global private credit and income investing with Nehemiah Richardson https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ This episode dives into TermPlus and the world of global private credit with Nehemiah Richardson. We unpack what global private credit is, how TermPlus works, the risk-return profile, portfolio construction, and how Australian investors can access income with lower volatility. TermPlus by Pengana NOTE: THIS IS A SPONSORED PODCAST ON THE RASK NETWORK. In this Australian Investors Podcast episode, your hosts Owen Rask and Nehemiah Richardson discuss: – The basics and benefits of global private credit – How TermPlus delivers stable income – How portfolio diversification reduces investor risk – The current and future outlook for global private credit in Australia If you love learning about income investing and alternative assets, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics covered – Australia's Global Private Credit Adoption – How Nehemiah Approaches Risk – How TermPlus Portfolios are Constructed – What Drives TermPlus Payouts – Has TermPlus Gained Popularity Recently? – Can You Hold Multiple TermPlus Investments? – What Happens When The Borrower Defaults? – Family Trusts in TermPlus? – Will Headline Rate Drop with Interest Rates? – What's Stopping a Big Institution White Labelling TermPlus? Resources for This Episode TermPlus by Pengana ~~ Rask Resources ~~🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 25 Jun 2025 05:00:00 -0000 Understanding TermPlus, global private credit and income investing with Nehemiah Richardson full Rask This episode dives into TermPlus and the world of global private credit with Nehemiah Richardson. We unpack what private credit is, how TermPlus works, the risk-return profile, portfolio construction, and how Australian investors can access income with lower volatility. This episode dives into TermPlus and the world of global private credit with Nehemiah Richardson. We unpack what global private credit is, how TermPlus works, the risk-return profile, portfolio construction, and how Australian investors can access income with lower volatility. TermPlus by Pengana NOTE: THIS IS A SPONSORED PODCAST ON THE RASK NETWORK. In this Australian Investors Podcast episode, your hosts Owen Rask and Nehemiah Richardson discuss: – The basics and benefits of global private credit – How TermPlus delivers stable income – How portfolio diversification reduces investor risk – The current and future outlook for global private credit in Australia If you love learning about income investing and alternative assets, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics covered – Australia's Global Private Credit Adoption – How Nehemiah Approaches Risk – How TermPlus Portfolios are Constructed – What Drives TermPlus Payouts – Has TermPlus Gained Popularity Recently? – Can You Hold Multiple TermPlus Investments? – What Happens When The Borrower Defaults? – Family Trusts in TermPlus? – Will Headline Rate Drop with Interest Rates? – What's Stopping a Big Institution White Labelling TermPlus? Resources for This Episode TermPlus by Pengana ~~ Rask Resources ~~🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices This episode dives into TermPlus and the world of global private credit with Nehemiah Richardson. We unpack what global private credit is, how TermPlus works, the risk-return profile, portfolio construction, and how Australian investors can access income with lower volatility.


    TermPlus by Pengana


    NOTE: THIS IS A SPONSORED PODCAST ON THE RASK NETWORK. In this Australian Investors Podcast episode, your hosts Owen Rask and Nehemiah Richardson discuss:

    – The basics and benefits of global private credit

    – How TermPlus delivers stable income

    – How portfolio diversification reduces investor risk

    – The current and future outlook for global private credit in Australia


    If you love learning about income investing and alternative assets, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

    Follow us on Instagram and TikTok for more investing insights.


    Topics covered

    – Australia's Global Private Credit Adoption

    – How Nehemiah Approaches Risk

    – How TermPlus Portfolios are Constructed

    – What Drives TermPlus Payouts

    – Has TermPlus Gained Popularity Recently?

    – Can You Hold Multiple TermPlus Investments?

    – What Happens When The Borrower Defaults?

    – Family Trusts in TermPlus?

    – Will Headline Rate Drop with Interest Rates?

    – What's Stopping a Big Institution White Labelling TermPlus?


    Resources for This Episode


    ~~ Rask Resources ~~
    🔗 Explore all Rask services – https://bit.ly/R-services

    📋 Get Financial Planning – https://bit.ly/R-plan

    📈 Start investing with Rask – https://bit.ly/R-invest

    📜 Access Show Notes – https://bit.ly/R-notes

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

    📲 Follow us on social media:

    – Instagram: @rask.invest

    – TikTok: @rask.invest


    DISCLAIMER

    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.

    #Investing #Finance #AustralianInvestorsPodcast

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3338 no     How Melissa Browne rebuilt wealth and confidence after financial setbacks https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, Owen Rask sits down with Melissa Browne – entrepreneur, author, educator, and the powerhouse behind the ‘Her Wealth Her Way’ movement. Mel shares her personal story of rebuilding after divorce, what she wishes more women knew about money, and how thousands have used her financial literacy programs to create lasting change. This episode was originally featured on the Australian Finance Podcast. Melissa opens up about: – Giving away her divorce settlement – Rebuilding her finances from the ground up – Why your money personality matters – The importance of financial agency and understanding your risk profile – How she's helped thousands through her Financial Adulting Plan If you enjoyed this episode, subscribe to the podcast on⁠ Apple⁠,⁠ Spotify⁠,⁠ YouTube⁠, or wherever you get your podcasts! You can also follow Rask on⁠ Instagram⁠ and⁠ TikTok⁠ for more investing insights. Topics Covered – Melissa’s financial origin story and early money mistakes – Why even finance professionals get it wrong sometimes – How Melissa started again after divorce – The two types of people who join her financial programs – Understanding your money story and type – How couples can navigate financial differences – Why age-based advice doesn’t work anymore – Practical steps after a major life setback – Financial agency: what it is and why it matters – The silent challenge of money and ageism for women – Preparing financially for health challenges – What “her wealth her way” really means Resources for this episode 📄 ⁠Learn more about Mel’s work & freebies⁠ ~~ Show partner resources ~~ 💰 Join Pearler using code “RASK” for $15 of Pearler Credit -⁠ https://bit.ly/Pearler⁠ 📊 Get 50% off your first two months using PocketSmith -⁠ https://bit.ly/R-PocketSmith⁠ 📈 View Betashares full range of funds -⁠ https://bit.ly/beta-25⁠ ~~ Rask resources ~~ 🔗 Explore all Rask services -⁠ https://bit.ly/R-services⁠ 📋 Learn about Rask Financial Planning -⁠ https://bit.ly/R-plan⁠ 📈 Start investing with Rask -⁠ https://bit.ly/R-invest⁠ 📜 Access Show Notes -⁠ https://bit.ly/R-notes⁠ ❓ Ask a question - just select the Finance Podcast -⁠ https://bit.ly/R-quest⁠ 📲 Follow us on social media: Instagram: @rask.invest -⁠ https://www.instagram.com/rask.invest/⁠ TikTok: @rask.invest -⁠ https://www.tiktok.com/@rask.invest⁠ DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re unsure, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG) –⁠ https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 23 Jun 2025 05:00:00 -0000 How Melissa Browne rebuilt wealth and confidence after financial setbacks full Rask Discover how Melissa Browne overcame financial setbacks, built wealth from scratch, and created a movement to empower women with confidence and control over her money. In this Australian Investors Podcast episode, Owen Rask sits down with Melissa Browne – entrepreneur, author, educator, and the powerhouse behind the ‘Her Wealth Her Way’ movement. Mel shares her personal story of rebuilding after divorce, what she wishes more women knew about money, and how thousands have used her financial literacy programs to create lasting change. This episode was originally featured on the Australian Finance Podcast. Melissa opens up about: – Giving away her divorce settlement – Rebuilding her finances from the ground up – Why your money personality matters – The importance of financial agency and understanding your risk profile – How she's helped thousands through her Financial Adulting Plan If you enjoyed this episode, subscribe to the podcast on⁠ Apple⁠,⁠ Spotify⁠,⁠ YouTube⁠, or wherever you get your podcasts! You can also follow Rask on⁠ Instagram⁠ and⁠ TikTok⁠ for more investing insights. Topics Covered – Melissa’s financial origin story and early money mistakes – Why even finance professionals get it wrong sometimes – How Melissa started again after divorce – The two types of people who join her financial programs – Understanding your money story and type – How couples can navigate financial differences – Why age-based advice doesn’t work anymore – Practical steps after a major life setback – Financial agency: what it is and why it matters – The silent challenge of money and ageism for women – Preparing financially for health challenges – What “her wealth her way” really means Resources for this episode 📄 ⁠Learn more about Mel’s work & freebies⁠ ~~ Show partner resources ~~ 💰 Join Pearler using code “RASK” for $15 of Pearler Credit -⁠ https://bit.ly/Pearler⁠ 📊 Get 50% off your first two months using PocketSmith -⁠ https://bit.ly/R-PocketSmith⁠ 📈 View Betashares full range of funds -⁠ https://bit.ly/beta-25⁠ ~~ Rask resources ~~ 🔗 Explore all Rask services -⁠ https://bit.ly/R-services⁠ 📋 Learn about Rask Financial Planning -⁠ https://bit.ly/R-plan⁠ 📈 Start investing with Rask -⁠ https://bit.ly/R-invest⁠ 📜 Access Show Notes -⁠ https://bit.ly/R-notes⁠ ❓ Ask a question - just select the Finance Podcast -⁠ https://bit.ly/R-quest⁠ 📲 Follow us on social media: Instagram: @rask.invest -⁠ https://www.instagram.com/rask.invest/⁠ TikTok: @rask.invest -⁠ https://www.tiktok.com/@rask.invest⁠ DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re unsure, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG) –⁠ https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, Owen Rask sits down with Melissa Browne – entrepreneur, author, educator, and the powerhouse behind the ‘Her Wealth Her Way’ movement. Mel shares her personal story of rebuilding after divorce, what she wishes more women knew about money, and how thousands have used her financial literacy programs to create lasting change. This episode was originally featured on the Australian Finance Podcast.

    Melissa opens up about:

    – Giving away her divorce settlement

    – Rebuilding her finances from the ground up

    – Why your money personality matters

    – The importance of financial agency and understanding your risk profile

    – How she's helped thousands through her Financial Adulting Plan

    If you enjoyed this episode, subscribe to the podcast on⁠ Apple⁠,⁠ Spotify⁠,⁠ YouTube⁠, or wherever you get your podcasts!

    You can also follow Rask on⁠ Instagram⁠ and⁠ TikTok⁠ for more investing insights.


    Topics Covered

    – Melissa’s financial origin story and early money mistakes

    – Why even finance professionals get it wrong sometimes

    – How Melissa started again after divorce

    – The two types of people who join her financial programs

    – Understanding your money story and type

    – How couples can navigate financial differences

    – Why age-based advice doesn’t work anymore

    – Practical steps after a major life setback

    – Financial agency: what it is and why it matters

    – The silent challenge of money and ageism for women

    – Preparing financially for health challenges

    – What “her wealth her way” really means


    Resources for this episode

    📄 ⁠Learn more about Mel’s work & freebies⁠


    ~~ Show partner resources ~~

    💰 Join Pearler using code “RASK” for $15 of Pearler Credit -⁠ https://bit.ly/Pearler⁠

    📊 Get 50% off your first two months using PocketSmith -⁠ https://bit.ly/R-PocketSmith⁠

    📈 View Betashares full range of funds -⁠ https://bit.ly/beta-25⁠

    ~~ Rask resources ~~

    🔗 Explore all Rask services -⁠ https://bit.ly/R-services⁠

    📋 Learn about Rask Financial Planning -⁠ https://bit.ly/R-plan⁠

    📈 Start investing with Rask -⁠ https://bit.ly/R-invest⁠

    📜 Access Show Notes -⁠ https://bit.ly/R-notes⁠

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

    📲 Follow us on social media: Instagram: @rask.invest -⁠ https://www.instagram.com/rask.invest/⁠ TikTok: @rask.invest -⁠ https://www.tiktok.com/@rask.invest⁠


    DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it.

    If you’re unsure, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance.

    The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG) –⁠ https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1921 no     Are Tesla and Nvidia still a buy? Portfolio rebalancing & private credit insights https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your hosts Drew Meredith and Owen Rask discuss: – Tesla’s and Nvidia’s stock price slump and investor sentiment – Portfolio rebalancing strategies in a volatile market – Private credit investing with TermPlus and its risks – The ongoing debate on taxing unrealised gains If you love learning about global investing trends, private markets, and smart portfolio strategies, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Our Fake Portfolio Updates – Autonomous Taxis – Owen's Newcastle Trip – More Fake Porfolio Updates – Vulcan Energy Shares – Nvidia Shares – Building The Fastest Supercomputer in 19 Days – ASX 11% Return Chart – Santos' Takeover Bid – Retail Stocks – Should Anyone Under 55 Have Defensive Assets? – How Much of Drew's Portfolio is in Small Caps? – Big Beautiful Bill Implications – Tax on Unrealised Gains – Is TermPlus Safe? – How to get Exposure to Private Markets – What is the Good Research discount code? – Recap – Drew's Dad Joke ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 20 Jun 2025 21:00:00 -0000 Are Tesla and Nvidia still a buy? Portfolio rebalancing & private credit insights full Rask In this episode of the Australian Investors Podcast, Drew Meredith and Owen Rask cover the latest market moves, including Tesla and Nvidia’s volatility, the importance of portfolio rebalancing, and a deep dive into private credit investments like TermPlus. In this Australian Investors Podcast episode, your hosts Drew Meredith and Owen Rask discuss: – Tesla’s and Nvidia’s stock price slump and investor sentiment – Portfolio rebalancing strategies in a volatile market – Private credit investing with TermPlus and its risks – The ongoing debate on taxing unrealised gains If you love learning about global investing trends, private markets, and smart portfolio strategies, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Our Fake Portfolio Updates – Autonomous Taxis – Owen's Newcastle Trip – More Fake Porfolio Updates – Vulcan Energy Shares – Nvidia Shares – Building The Fastest Supercomputer in 19 Days – ASX 11% Return Chart – Santos' Takeover Bid – Retail Stocks – Should Anyone Under 55 Have Defensive Assets? – How Much of Drew's Portfolio is in Small Caps? – Big Beautiful Bill Implications – Tax on Unrealised Gains – Is TermPlus Safe? – How to get Exposure to Private Markets – What is the Good Research discount code? – Recap – Drew's Dad Joke ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your hosts Drew Meredith and Owen Rask discuss:
    – Tesla’s and Nvidia’s stock price slump and investor sentiment

    – Portfolio rebalancing strategies in a volatile market

    – Private credit investing with TermPlus and its risks

    – The ongoing debate on taxing unrealised gains


    If you love learning about global investing trends, private markets, and smart portfolio strategies, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!


    Follow us on Instagram and TikTok for more investing insights.


    Topics Covered

    – Our Fake Portfolio Updates

    – Autonomous Taxis

    – Owen's Newcastle Trip

    – More Fake Porfolio Updates

    – Vulcan Energy Shares

    – Nvidia Shares

    – Building The Fastest Supercomputer in 19 Days

    – ASX 11% Return Chart

    – Santos' Takeover Bid

    – Retail Stocks

    – Should Anyone Under 55 Have Defensive Assets?

    – How Much of Drew's Portfolio is in Small Caps?

    – Big Beautiful Bill Implications

    – Tax on Unrealised Gains

    – Is TermPlus Safe?

    – How to get Exposure to Private Markets

    – What is the Good Research discount code?

    – Recap

    – Drew's Dad Joke


    ~~ Rask Resources ~~

    🔗 Explore all Rask services – https://bit.ly/R-services

    📋 Get Financial Planning – https://bit.ly/R-plan

    📈 Start investing with Rask – https://bit.ly/R-invest

    📜 Access Show Notes – https://bit.ly/R-notes

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

    📲 Follow us on social media:

    – Instagram: @rask.invest

    – TikTok: @rask.invest


    DISCLAIMER

    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.

    #Investing #Finance #AustralianInvestorsPodcast

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3335 no     Nick Kelly on investing in mega trends with WAM Alternatives (WMA) https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your hosts Mitch and Drew discuss: – The four mega trends driving WAM Alternatives' strategy – How WMA is investing in themes like food, ageing and digitisation – The structure and evolution of the WMA portfolio post-Blue Sky – Nick Kelly’s journey and philosophy as an alternatives investor If you love learning about alternative investments and structural trends, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Nick Kelly’s background and start in investing – WAM Alternatives’ transformation from Blue Sky to now – How WMA accesses long-term mega trends like digitisation, ageing, food scarcity and energy transition – Return expectations, private markets, and the future of WMA’s portfolio Resources for This Episode – The ghost of Blue Sky Alternatives: will WMA close? – Fizzled Blue Sky a lesson in need for transparency: short seller ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 18 Jun 2025 05:00:00 -0000 Nick Kelly on investing in mega trends with WAM Alternatives (WMA) full Rask In this episode, Nick Kelly, portfolio manager at WAM Alternatives (ASX:WMA), explains how the fund is investing in long-term structural trends like the ageing population, food scarcity, digitisation and energy transition. We also unpack how WMA seeks private market exposure, expected returns, and lessons from Blue Sky’s legacy. In this Australian Investors Podcast episode, your hosts Mitch and Drew discuss: – The four mega trends driving WAM Alternatives' strategy – How WMA is investing in themes like food, ageing and digitisation – The structure and evolution of the WMA portfolio post-Blue Sky – Nick Kelly’s journey and philosophy as an alternatives investor If you love learning about alternative investments and structural trends, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Nick Kelly’s background and start in investing – WAM Alternatives’ transformation from Blue Sky to now – How WMA accesses long-term mega trends like digitisation, ageing, food scarcity and energy transition – Return expectations, private markets, and the future of WMA’s portfolio Resources for This Episode – The ghost of Blue Sky Alternatives: will WMA close? – Fizzled Blue Sky a lesson in need for transparency: short seller ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your hosts Mitch and Drew discuss:

    – The four mega trends driving WAM Alternatives' strategy

    – How WMA is investing in themes like food, ageing and digitisation

    – The structure and evolution of the WMA portfolio post-Blue Sky

    – Nick Kelly’s journey and philosophy as an alternatives investor


    If you love learning about alternative investments and structural trends, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!


    Follow us on Instagram and TikTok for more investing insights.


    Topics Covered

    – Nick Kelly’s background and start in investing

    – WAM Alternatives’ transformation from Blue Sky to now

    – How WMA accesses long-term mega trends like digitisation, ageing, food scarcity and energy transition

    – Return expectations, private markets, and the future of WMA’s portfolio


    Resources for This Episode

    – The ghost of Blue Sky Alternatives: will WMA close?

    – Fizzled Blue Sky a lesson in need for transparency: short seller


    ~~ Rask Resources ~~

    🔗 Explore all Rask services – https://bit.ly/R-services

    📋 Get Financial Planning – https://bit.ly/R-plan

    📈 Start investing with Rask – https://bit.ly/R-invest

    📜 Access Show Notes – https://bit.ly/R-notes

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


    📲 Follow us on social media:

    – Instagram: @rask.invest

    – TikTok: @rask.invest


    DISCLAIMER

    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.


    #Investing #Finance #AustralianInvestorsPodcast

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3427 no     Why index funds hurt small cap investing https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your host Owen Rask is joined by Luke Laretive and Ben Richards from Seneca Financial Solutions to discuss: – The flaws of small cap index investing – How inclusion in ASX indices drives mispricing – Lessons from Catapult, Objective Corp & Sigma – Mistakes small cap investors should avoid If you love learning about small cap investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics covered – How ETFs and index funds distort the small cap landscape – Why active managers can still outperform in small caps – What index inclusion does to share prices (examples from Catapult, EOL, Objective) – Why more companies are gaming the index system (e.g. Sigma, Guzman y Gomez) – Common small cap investing mistakes and how to avoid them Episode Resources Check out Good Research Have a look at all of Seneca's Investment Products here Read more about Seneca's Australian Small Companies Fund ~~ Rask Resources ~~🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan📈 Start investing with Rask – https://bit.ly/R-invest📜 Access Show Notes – https://bit.ly/R-notes❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 16 Jun 2025 05:00:00 -0000 Why index funds hurt small cap investing full Rask This episode dives into the distortions index funds create in the small cap space and how active investors can exploit inefficiencies. We discuss inclusion effects, IPO flows, capital misallocation, and portfolio mistakes to avoid. In this Australian Investors Podcast episode, your host Owen Rask is joined by Luke Laretive and Ben Richards from Seneca Financial Solutions to discuss: – The flaws of small cap index investing – How inclusion in ASX indices drives mispricing – Lessons from Catapult, Objective Corp & Sigma – Mistakes small cap investors should avoid If you love learning about small cap investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics covered – How ETFs and index funds distort the small cap landscape – Why active managers can still outperform in small caps – What index inclusion does to share prices (examples from Catapult, EOL, Objective) – Why more companies are gaming the index system (e.g. Sigma, Guzman y Gomez) – Common small cap investing mistakes and how to avoid them Episode Resources Check out Good Research Have a look at all of Seneca's Investment Products here Read more about Seneca's Australian Small Companies Fund ~~ Rask Resources ~~🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan📈 Start investing with Rask – https://bit.ly/R-invest📜 Access Show Notes – https://bit.ly/R-notes❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Rask is joined by Luke Laretive and Ben Richards from Seneca Financial Solutions to discuss:

    – The flaws of small cap index investing

    – How inclusion in ASX indices drives mispricing

    – Lessons from Catapult, Objective Corp & Sigma

    – Mistakes small cap investors should avoid


    If you love learning about small cap investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

    Follow us on Instagram and TikTok for more investing insights.


    Topics covered

    – How ETFs and index funds distort the small cap landscape

    – Why active managers can still outperform in small caps

    – What index inclusion does to share prices (examples from Catapult, EOL, Objective)

    – Why more companies are gaming the index system (e.g. Sigma, Guzman y Gomez)

    – Common small cap investing mistakes and how to avoid them


    Episode Resources

    Check out Good Research

    Have a look at all of Seneca's Investment Products here

    Read more about Seneca's Australian Small Companies Fund


    ~~ Rask Resources ~~
    🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan
    📈 Start investing with Rask – https://bit.ly/R-invest
    📜 Access Show Notes – https://bit.ly/R-notes
    ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest

    📲 Follow us on social media:

    DISCLAIMER

    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.

    #Investing #Finance #AustralianInvestorsPodcast

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2582 no     Why private companies are staying private, and why you should care https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your hosts Drew Meredith and Owen Rask discuss: - Private companies avoiding the ASX - Why more capital is flowing to private equity - How retail investors can access private opportunities - Position sizing, risk, and long-term investing If you love learning about private markets and long-term investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered - Why companies are staying private longer than ever - The rise of private equity and its effect on markets - How investors can think about accessing private deals - Portfolio construction lessons & position sizing strategies ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 13 Jun 2025 21:00:00 -0000 Why private companies are staying private, and why you should care full Rask In this episode, Drew Meredith and Owen Rask discuss the growing trend of companies staying private and the implications for Australian investors. They cover how institutional investors are gaining access to private markets, the rise of permanent capital strategies, and whether ETF and retail investors risk missing out on high-growth businesses that never list on the ASX. In this Australian Investors Podcast episode, your hosts Drew Meredith and Owen Rask discuss: - Private companies avoiding the ASX - Why more capital is flowing to private equity - How retail investors can access private opportunities - Position sizing, risk, and long-term investing If you love learning about private markets and long-term investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered - Why companies are staying private longer than ever - The rise of private equity and its effect on markets - How investors can think about accessing private deals - Portfolio construction lessons & position sizing strategies ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your hosts Drew Meredith and Owen Rask discuss:

    - Private companies avoiding the ASX

    - Why more capital is flowing to private equity

    - How retail investors can access private opportunities

    - Position sizing, risk, and long-term investing


    If you love learning about private markets and long-term investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

    Follow us on Instagram and TikTok for more investing insights.


    Topics Covered

    - Why companies are staying private longer than ever

    - The rise of private equity and its effect on markets

    - How investors can think about accessing private deals

    - Portfolio construction lessons & position sizing strategies


    ~~ Rask Resources ~~
    🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest

    📲 Follow us on social media:

    DISCLAIMER

    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.

    #Investing #Finance #AustralianInvestorsPodcast

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2694 no     How investors can profit from the AI value chain, with Billy from Global X https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your hosts Owen Rask and Billy from Global X discuss: - The full AI value chain - from hardware to monetisation - Why investing in AI isn’t just about chips anymore - Real-world robotics and automation examples from China - How investors can access AI through ETFs If you love learning about AI, technology investing, and thematic ETFs, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered - Breaking down the AI value chain: hardware, infrastructure, and software - Real-world robotics: UBTech’s humanoid robots in EV factories - Why infrastructure and monetisation are the next big frontiers - How ETFs like AINF and GXAI give investors AI exposure 📄 Learn more about AI investing & Global X ETFs: AINF ETF (Artificial Intelligence & Big Data) GXAI ETF (Global X Artificial Intelligence) Explore Global X's Thematic ETFs ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.investTikTok: @rask.invest DISCLAIMER 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. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 11 Jun 2025 05:00:00 -0000 How investors can profit from the AI value chain, with Billy from Global X full Rask In this episode, Owen speaks with Billy from Global X about the evolving artificial intelligence (AI) value chain and how investors can access the investment opportunities across semiconductors, infrastructure (like data centres), and commercial AI applications. Discover how ETFs like AINF and GXAI can offer diversified exposure to these megatrends. In this Australian Investors Podcast episode, your hosts Owen Rask and Billy from Global X discuss: - The full AI value chain - from hardware to monetisation - Why investing in AI isn’t just about chips anymore - Real-world robotics and automation examples from China - How investors can access AI through ETFs If you love learning about AI, technology investing, and thematic ETFs, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered - Breaking down the AI value chain: hardware, infrastructure, and software - Real-world robotics: UBTech’s humanoid robots in EV factories - Why infrastructure and monetisation are the next big frontiers - How ETFs like AINF and GXAI give investors AI exposure 📄 Learn more about AI investing & Global X ETFs: AINF ETF (Artificial Intelligence & Big Data) GXAI ETF (Global X Artificial Intelligence) Explore Global X's Thematic ETFs ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.investTikTok: @rask.invest DISCLAIMER 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. Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your hosts Owen Rask and Billy from Global X discuss:

    - The full AI value chain - from hardware to monetisation

    - Why investing in AI isn’t just about chips anymore

    - Real-world robotics and automation examples from China

    - How investors can access AI through ETFs

    If you love learning about AI, technology investing, and thematic ETFs, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

    Follow us on Instagram and TikTok for more investing insights.

    Topics Covered

    - Breaking down the AI value chain: hardware, infrastructure, and software

    - Real-world robotics: UBTech’s humanoid robots in EV factories

    - Why infrastructure and monetisation are the next big frontiers

    - How ETFs like AINF and GXAI give investors AI exposure

    📄 Learn more about AI investing & Global X ETFs:

    AINF ETF (Artificial Intelligence & Big Data)

    GXAI ETF (Global X Artificial Intelligence)

    Explore Global X's Thematic ETFs

    ~~ Rask Resources ~~

    🔗 Explore all Rask services – https://bit.ly/R-services

    📋 Get Financial Planning – https://bit.ly/R-plan

    📈 Start investing with Rask – https://bit.ly/R-invest

    📜 Access Show Notes – https://bit.ly/R-notes

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

    📲 Follow us on social media:

    Instagram: @rask.invest
    TikTok: @rask.invest


    DISCLAIMER

    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.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1919 no     Gold at all-time highs: can the bull run continue? https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your host Mitchell Sneddon speaks with Jordan Eliseo, General Manager at ABC Bullion, to discuss: - How ABC Bullion operates & how it makes money - Why gold is booming in 2025 despite being at record highs - Physical gold vs gold ETFs: storage, costs & investor motivations - The practicality of bullion ownership for SMSFs & individual investors If you love learning about precious metals and portfolio diversification, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics covered - What ABC Bullion Does & How It Makes Money - Gold’s Recent Performance & Investor Sentiment - Bullion Storage Options & Costs - Physical Gold vs Gold ETFs: Cost, Security, Liquidity - SMSFs & Strategic Gold Allocation - Client Trends: Who Is Buying Gold Today? - Final Thoughts & How to Learn More Resources for this episode: - Ask a question (select the Investors podcast): https://bit.ly/R-quest ~~ Rask Resources ~~🔗 Explore all Rask services – https://bit.ly/R-services📋 Get Financial Planning – https://bit.ly/R-plan📈 Start investing with Rask – https://bit.ly/R-invest📜 Access Show Notes – https://bit.ly/R-notes❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER 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. #Investing #Gold #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 09 Jun 2025 05:00:00 -0000 Gold at all-time highs: can the bull run continue? full Rask Jordan Eliseo, General Manager of ABC Bullion, joins the Australian Investors Podcast to explore the rising demand for gold, the resurgence of physical bullion, and the practical pros and cons of owning gold directly versus via ETFs in 2025. In this Australian Investors Podcast episode, your host Mitchell Sneddon speaks with Jordan Eliseo, General Manager at ABC Bullion, to discuss: - How ABC Bullion operates & how it makes money - Why gold is booming in 2025 despite being at record highs - Physical gold vs gold ETFs: storage, costs & investor motivations - The practicality of bullion ownership for SMSFs & individual investors If you love learning about precious metals and portfolio diversification, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics covered - What ABC Bullion Does & How It Makes Money - Gold’s Recent Performance & Investor Sentiment - Bullion Storage Options & Costs - Physical Gold vs Gold ETFs: Cost, Security, Liquidity - SMSFs & Strategic Gold Allocation - Client Trends: Who Is Buying Gold Today? - Final Thoughts & How to Learn More Resources for this episode: - Ask a question (select the Investors podcast): https://bit.ly/R-quest ~~ Rask Resources ~~🔗 Explore all Rask services – https://bit.ly/R-services📋 Get Financial Planning – https://bit.ly/R-plan📈 Start investing with Rask – https://bit.ly/R-invest📜 Access Show Notes – https://bit.ly/R-notes❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER 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. #Investing #Gold #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Mitchell Sneddon speaks with Jordan Eliseo, General Manager at ABC Bullion, to discuss:

    - How ABC Bullion operates & how it makes money

    - Why gold is booming in 2025 despite being at record highs

    - Physical gold vs gold ETFs: storage, costs & investor motivations

    - The practicality of bullion ownership for SMSFs & individual investors

    If you love learning about precious metals and portfolio diversification, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

    Follow us on Instagram and TikTok for more investing insights.


    Topics covered

    - What ABC Bullion Does & How It Makes Money

    - Gold’s Recent Performance & Investor Sentiment

    - Bullion Storage Options & Costs

    - Physical Gold vs Gold ETFs: Cost, Security, Liquidity

    - SMSFs & Strategic Gold Allocation

    - Client Trends: Who Is Buying Gold Today?

    - Final Thoughts & How to Learn More


    Resources for this episode:

    - Ask a question (select the Investors podcast): https://bit.ly/R-quest


    ~~ Rask Resources ~~
    🔗 Explore all Rask services – https://bit.ly/R-services
    📋 Get Financial Planning – https://bit.ly/R-plan
    📈 Start investing with Rask – https://bit.ly/R-invest
    📜 Access Show Notes – https://bit.ly/R-notes
    ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest

    📲 Follow us on social media:

    Instagram: @rask.invest

    TikTok: @rask.invest

    DISCLAIMER

    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.

    #Investing #Gold #AustralianInvestorsPodcast

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2280 no     Is stock picking dead? Why ETFs are winning in 2025 https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: – Australia’s ETF market surging to $300B in FUM – Sharp drops in Tesla and NVIDIA, and the impact on fake portfolios – Portfolio rebalancing lessons: when to top up, when to review – Why position sizing is the unsung hero of good investing If you love learning about ETFs, stock picking, and portfolio strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Portfolio Performance Overview – What's going on with NVIDIA? – Merger Insights – Solpatz and Brickworks – The Allure of Stock Picking – AI's Impact on Investing – Owen's Crazy Idea – Public vs Private Markets – The Future of Active Management – Drew's Two Asset Class Picks – Be More Like Warren Buffet or Charlie Munger? – Bridging the Gender Gap in Investing ~~ Rask Resources ~~ – Explore all Rask services – https://bit.ly/R-services – Get Financial Planning – https://bit.ly/R-plan – Start investing with Rask – https://bit.ly/R-invest – Access Show Notes – https://bit.ly/R-notes – Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram – @rask.invest – TikTok – @rask.invest DISCLAIMER 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 #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 06 Jun 2025 21:00:00 -0000 Is stock picking dead? Why ETFs are winning in 2025 full Rask In this episode, Drew Meredith and Owen Rask dive into the latest ETF boom, break down the sharp falls in Tesla and NVIDIA, and share candid lessons from their community portfolio challenge. Learn why position sizing and rebalancing matter more than ever — especially when volatility strikes. In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: – Australia’s ETF market surging to $300B in FUM – Sharp drops in Tesla and NVIDIA, and the impact on fake portfolios – Portfolio rebalancing lessons: when to top up, when to review – Why position sizing is the unsung hero of good investing If you love learning about ETFs, stock picking, and portfolio strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Portfolio Performance Overview – What's going on with NVIDIA? – Merger Insights – Solpatz and Brickworks – The Allure of Stock Picking – AI's Impact on Investing – Owen's Crazy Idea – Public vs Private Markets – The Future of Active Management – Drew's Two Asset Class Picks – Be More Like Warren Buffet or Charlie Munger? – Bridging the Gender Gap in Investing ~~ Rask Resources ~~ – Explore all Rask services – https://bit.ly/R-services – Get Financial Planning – https://bit.ly/R-plan – Start investing with Rask – https://bit.ly/R-invest – Access Show Notes – https://bit.ly/R-notes – Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram – @rask.invest – TikTok – @rask.invest DISCLAIMER 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 #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss:

    – Australia’s ETF market surging to $300B in FUM

    – Sharp drops in Tesla and NVIDIA, and the impact on fake portfolios

    – Portfolio rebalancing lessons: when to top up, when to review

    – Why position sizing is the unsung hero of good investing If you love learning about ETFs, stock picking, and portfolio strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!


    Follow us on Instagram and TikTok for more investing insights. Topics Covered

    – Portfolio Performance Overview

    – What's going on with NVIDIA?

    – Merger Insights – Solpatz and Brickworks

    – The Allure of Stock Picking

    – AI's Impact on Investing

    – Owen's Crazy Idea

    – Public vs Private Markets

    – The Future of Active Management

    – Drew's Two Asset Class Picks

    – Be More Like Warren Buffet or Charlie Munger?

    – Bridging the Gender Gap in Investing ~~ Rask Resources ~~

    – Explore all Rask services – https://bit.ly/R-services

    – Get Financial Planning – https://bit.ly/R-plan

    – Start investing with Rask – https://bit.ly/R-invest

    – Access Show Notes – https://bit.ly/R-notes

    – Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram – @rask.invest – TikTok – @rask.invest DISCLAIMER 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 #Investing #Finance #AustralianInvestorsPodcast

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3203 no     Jun Bei Liu - Long/short investing on the ASX, lessons from China & personal growth https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your host Owen Rask speaks with Jun Bei Liu, founder and CIO of Ten Cap, about: - Her early life, career shift and rise in funds management - Launching and managing a $1.5 billion long/short strategy - What makes Ten Cap different in Australia’s funds landscape - How she identifies both long and short opportunities If you love learning about portfolio construction, Australian equities, and investing with purpose, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. - From Shanghai to Australia: how Jun Bei’s upbringing shaped her - Learning English & becoming a voracious learner - Falling in love with investing and starting at Your Money Weekly - Taking over the Tribeca Alpha Plus fund - Building trust with clients and growing the fund - The philosophy behind long/short investing - Portfolio construction: mega sector buckets and risk limits - Why management teams and business models matter most - Building Ten Cap and setting a new standard in fund management - Advice for young professionals and her message to her younger self 📄 Learn more about Ten Cap and Jun Bei Liu: - Ten Cap official website ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get financial planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access show notes – https://bit.ly/R-notes ❓ Ask a question – just select the investor podcast – https://bit.ly/R-quest 📲 Follow us on social media: - Instagram: @rask.invest - TikTok: @rask.invest 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. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 04 Jun 2025 05:00:00 -0000 Jun Bei Liu - Long/short investing on the ASX, lessons from China & personal growth full Rask Jun Bei Liu manages $1.5 billion as a long-short investor on the ASX. She dreamed of being a politician. In this Australian Investors Podcast episode, your host Owen Rask speaks with Jun Bei Liu, founder and CIO of Ten Cap, about: - Her early life, career shift and rise in funds management - Launching and managing a $1.5 billion long/short strategy - What makes Ten Cap different in Australia’s funds landscape - How she identifies both long and short opportunities If you love learning about portfolio construction, Australian equities, and investing with purpose, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. - From Shanghai to Australia: how Jun Bei’s upbringing shaped her - Learning English & becoming a voracious learner - Falling in love with investing and starting at Your Money Weekly - Taking over the Tribeca Alpha Plus fund - Building trust with clients and growing the fund - The philosophy behind long/short investing - Portfolio construction: mega sector buckets and risk limits - Why management teams and business models matter most - Building Ten Cap and setting a new standard in fund management - Advice for young professionals and her message to her younger self 📄 Learn more about Ten Cap and Jun Bei Liu: - Ten Cap official website ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get financial planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access show notes – https://bit.ly/R-notes ❓ Ask a question – just select the investor podcast – https://bit.ly/R-quest 📲 Follow us on social media: - Instagram: @rask.invest - TikTok: @rask.invest 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. Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Rask speaks with Jun Bei Liu, founder and CIO of Ten Cap, about:

    - Her early life, career shift and rise in funds management

    - Launching and managing a $1.5 billion long/short strategy

    - What makes Ten Cap different in Australia’s funds landscape

    - How she identifies both long and short opportunities

    If you love learning about portfolio construction, Australian equities, and investing with purpose, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

    Follow us on Instagram and TikTok for more investing insights.

    - From Shanghai to Australia: how Jun Bei’s upbringing shaped her

    - Learning English & becoming a voracious learner

    - Falling in love with investing and starting at Your Money Weekly

    - Taking over the Tribeca Alpha Plus fund

    - Building trust with clients and growing the fund

    - The philosophy behind long/short investing

    - Portfolio construction: mega sector buckets and risk limits

    - Why management teams and business models matter most

    - Building Ten Cap and setting a new standard in fund management

    - Advice for young professionals and her message to her younger self

    📄 Learn more about Ten Cap and Jun Bei Liu:

    - Ten Cap official website

    ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get financial planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access show notes – https://bit.ly/R-notes ❓ Ask a question – just select the investor podcast – https://bit.ly/R-quest

    📲 Follow us on social media:

    - Instagram: @rask.invest

    - TikTok: @rask.invest

    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.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2639 no     Why small cap managers could thrive again – Steve Johnson (Forager) https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your host Mitchell Sneddon speaks with Forager Funds’ Steve Johnson to explore: - Why small cap managers might have a structural edge again - The limitations of ETFs and super funds in small cap investing - Forager’s approach to portfolio changes during market volatility - Steve’s personal reflections on staying sane and strategic amid uncertainty If you love learning about small cap investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics covered - Why small caps are becoming inefficient again - The passive investing boom and its unintended side effects - Portfolio changes driven by valuation vs. macro risks - How Steve thinks about mental resilience as a fund manager Resources for This Episode - Ask a question (select the Investors podcast): https://bit.ly/R-quest ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: - Instagram: @rask.invest - TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 02 Jun 2025 05:00:00 -0000 Why small cap managers could thrive again – Steve Johnson (Forager) full Rask Forager’s Steve Johnson joins the show to unpack why small cap managers might be entering a golden era. In this wide-ranging conversation, we explore the structural inefficiencies in markets, ETF liquidity limits, super fund index-hugging, and Steve’s portfolio management mindset in volatile times. In this Australian Investors Podcast episode, your host Mitchell Sneddon speaks with Forager Funds’ Steve Johnson to explore: - Why small cap managers might have a structural edge again - The limitations of ETFs and super funds in small cap investing - Forager’s approach to portfolio changes during market volatility - Steve’s personal reflections on staying sane and strategic amid uncertainty If you love learning about small cap investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics covered - Why small caps are becoming inefficient again - The passive investing boom and its unintended side effects - Portfolio changes driven by valuation vs. macro risks - How Steve thinks about mental resilience as a fund manager Resources for This Episode - Ask a question (select the Investors podcast): https://bit.ly/R-quest ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: - Instagram: @rask.invest - TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Mitchell Sneddon speaks with Forager Funds’ Steve Johnson to explore:

    - Why small cap managers might have a structural edge again

    - The limitations of ETFs and super funds in small cap investing

    - Forager’s approach to portfolio changes during market volatility

    - Steve’s personal reflections on staying sane and strategic amid uncertainty

    If you love learning about small cap investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

    Follow us on Instagram and TikTok for more investing insights.


    Topics covered

    - Why small caps are becoming inefficient again

    - The passive investing boom and its unintended side effects

    - Portfolio changes driven by valuation vs. macro risks

    - How Steve thinks about mental resilience as a fund manager

    Resources for This Episode

    - Ask a question (select the Investors podcast): https://bit.ly/R-quest

    ~~ Rask Resources ~~

    🔗 Explore all Rask services – https://bit.ly/R-services

    📋 Get Financial Planning – https://bit.ly/R-plan

    📈 Start investing with Rask – https://bit.ly/R-invest

    📜 Access Show Notes – https://bit.ly/R-notes

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

    📲 Follow us on social media:

    - Instagram: @rask.invest

    - TikTok: @rask.invest


    DISCLAIMER

    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.

    #Investing #Finance #AustralianInvestorsPodcast

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3481 no     NVIDIA is flying, Drew takes the lead & private investment companies https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: – What the recent market pullback really means – and why it’s not the GFC – What their $10,000 “fake portfolios” reveal about volatility and investor psychology – The importance of position sizing and diversification in your investment strategy – Why Tesla made headlines again – and the Trump effect on sentiment If you love learning about ETFs, stock picking and portfolio strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics covered – Is this 10% pullback just noise or something more? – Why holding 100% cash can backfire in a diversified strategy – What Drew and Owen learned from their portfolios’ worst performers – Tesla, Trump and sentiment: how much does narrative matter? – Rebalancing, position sizing and building real conviction Resources for this episode Ask a question - Select the Investor Podcast – https://bit.ly/R-quest ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 30 May 2025 21:00:00 -0000 NVIDIA is flying, Drew takes the lead & private investment companies full Rask Drew takes the lead as NVIDIA pops and Tesla rebounds. In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: – What the recent market pullback really means – and why it’s not the GFC – What their $10,000 “fake portfolios” reveal about volatility and investor psychology – The importance of position sizing and diversification in your investment strategy – Why Tesla made headlines again – and the Trump effect on sentiment If you love learning about ETFs, stock picking and portfolio strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics covered – Is this 10% pullback just noise or something more? – Why holding 100% cash can backfire in a diversified strategy – What Drew and Owen learned from their portfolios’ worst performers – Tesla, Trump and sentiment: how much does narrative matter? – Rebalancing, position sizing and building real conviction Resources for this episode Ask a question - Select the Investor Podcast – https://bit.ly/R-quest ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss:
    – What the recent market pullback really means – and why it’s not the GFC – What their $10,000 “fake portfolios” reveal about volatility and investor psychology – The importance of position sizing and diversification in your investment strategy – Why Tesla made headlines again – and the Trump effect on sentiment


    If you love learning about ETFs, stock picking and portfolio strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

    Follow us on Instagram and TikTok for more investing insights.


    Topics covered

    – Is this 10% pullback just noise or something more? – Why holding 100% cash can backfire in a diversified strategy – What Drew and Owen learned from their portfolios’ worst performers – Tesla, Trump and sentiment: how much does narrative matter? – Rebalancing, position sizing and building real conviction


    Resources for this episode

    Ask a question - Select the Investor Podcast – https://bit.ly/R-quest


    ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest

    📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest


    DISCLAIMER

    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.

    #Investing #Finance #AustralianInvestorsPodcast

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3364 no     Identifying ASX small cap inflection points https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your host Owen Rask speaks with Luke Laretive and Ben Richards from Seneca Financial Solutions to discuss: - How the Seneca Small Companies Fund outperformed by 25% - Why inflection points in profitability drive returns - The role of consistency, speed, and process in investing - Breakdowns of stocks like Catapult, MMA Offshore & AFG If you love learning about small cap investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. - Welcome & introduction - The Seneca process: consistency & conviction - Outperformance explained: inflecting profits & operating leverage - Attribution analysis: where returns came from - Catapult: from basket case to cash cow - Sports tech, pricing power & predictive analytics - Portfolio construction: misfit toys & asymmetric bets - Closing thoughts & key lessons 📄 Learn More About Small Cap Strategy & Seneca: - Good Research (save 10% with coupon "OWEN") – https://goodresearch.com.au/ - Seneca Small Companies Fund – https://senecafs.com.au/investment-products/ - Email Luke to invest – lukel@senecafs.com.au - Ben’s previous Rask episode – Watch here - Luke’s previous Rask episode – Watch here ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: - Instagram: @rask.invest - TikTok: @rask.invest 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. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 28 May 2025 05:00:00 -0000 Identifying ASX small cap inflection points full Rask Luke Laretive and Ben Richards from Seneca reveal how their small cap investing process has delivered 43% cumulative returns. In this Australian Investors Podcast episode, your host Owen Rask speaks with Luke Laretive and Ben Richards from Seneca Financial Solutions to discuss: - How the Seneca Small Companies Fund outperformed by 25% - Why inflection points in profitability drive returns - The role of consistency, speed, and process in investing - Breakdowns of stocks like Catapult, MMA Offshore & AFG If you love learning about small cap investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. - Welcome & introduction - The Seneca process: consistency & conviction - Outperformance explained: inflecting profits & operating leverage - Attribution analysis: where returns came from - Catapult: from basket case to cash cow - Sports tech, pricing power & predictive analytics - Portfolio construction: misfit toys & asymmetric bets - Closing thoughts & key lessons 📄 Learn More About Small Cap Strategy & Seneca: - Good Research (save 10% with coupon "OWEN") – https://goodresearch.com.au/ - Seneca Small Companies Fund – https://senecafs.com.au/investment-products/ - Email Luke to invest – lukel@senecafs.com.au - Ben’s previous Rask episode – Watch here - Luke’s previous Rask episode – Watch here ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: - Instagram: @rask.invest - TikTok: @rask.invest 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. Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Rask speaks with Luke Laretive and Ben Richards from Seneca Financial Solutions to discuss:

    - How the Seneca Small Companies Fund outperformed by 25%

    - Why inflection points in profitability drive returns

    - The role of consistency, speed, and process in investing

    - Breakdowns of stocks like Catapult, MMA Offshore & AFG

    If you love learning about small cap investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

    Follow us on Instagram and TikTok for more investing insights.

    - Welcome & introduction

    - The Seneca process: consistency & conviction

    - Outperformance explained: inflecting profits & operating leverage

    - Attribution analysis: where returns came from

    - Catapult: from basket case to cash cow

    - Sports tech, pricing power & predictive analytics

    - Portfolio construction: misfit toys & asymmetric bets

    - Closing thoughts & key lessons

    📄 Learn More About Small Cap Strategy & Seneca:

    - Good Research (save 10% with coupon "OWEN") – https://goodresearch.com.au/

    - Seneca Small Companies Fund – https://senecafs.com.au/investment-products/

    - Email Luke to invest – lukel@senecafs.com.au

    - Ben’s previous Rask episode – Watch here

    - Luke’s previous Rask episode – Watch here

    ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest

    📲 Follow us on social media:

    - Instagram: @rask.invest

    - TikTok: @rask.invest

    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.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2950 no     The rise of China tech: innovation, valuation & global impact – with Billy Leung from Global X https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your hosts Owen Rask and Billy Leung from Global X discuss: - Why China’s innovation agenda is reshaping global tech - Made in China 2025 & its impact on EVs, AI, and robotics - The valuation gap between Chinese and US tech giants - How investors can access Chinese growth through ETFs like DRGN If you love learning about emerging markets, global innovation, and international ETFs, subscribe to the Australian Investors Podcast on⁠ Apple⁠,⁠ Spotify⁠, or⁠ YouTube⁠! Follow us on⁠ Instagram⁠ and⁠ TikTok⁠ for more investing insights. - Why Chinese innovation is no accident - Made in China 2025: a 10-year strategy unfolds - EVs, AI, robotics – sectors to watch - Valuation disparity: China vs US tech - BYD, self-sufficiency & strategic independence - Understanding H shares vs A shares - Stock Connect & foreign investor access - Risks, misconceptions & the road ahead - Final thoughts & how to learn more 📄 Learn more about investing in China: - Global X China Technology ETF (ASX: DRGN)⁠: https://www.globalxetfs.com.au/funds/drgn/ ~~ Rask Resources ~~ 🔗 Explore all Rask services –⁠ https://bit.ly/R-services⁠ 📋 Get financial planning –⁠ https://bit.ly/R-plan⁠ 📈 Start investing with Rask –⁠ https://bit.ly/R-invest⁠ 📜 Access show notes –⁠ https://bit.ly/R-notes⁠ ❓ Ask a question – just select the investor podcast –⁠ https://bit.ly/R-quest⁠ 📲 Follow us on social media: - Instagram:⁠ @rask.invest⁠ - TikTok:⁠ @rask.invest⁠ 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. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 26 May 2025 05:00:00 -0000 The rise of China tech: innovation, valuation & global impact – with Billy Leung from Global X full Rask Billy Leung from Global X joins the Australian Investors Podcast to discuss the explosive growth in Chinese innovation, the long-term strategy of China's economy, and the valuation gap between Chinese tech giants and their US counterparts. Discover why China might be the next frontier for smart investors. In this Australian Investors Podcast episode, your hosts Owen Rask and Billy Leung from Global X discuss: - Why China’s innovation agenda is reshaping global tech - Made in China 2025 & its impact on EVs, AI, and robotics - The valuation gap between Chinese and US tech giants - How investors can access Chinese growth through ETFs like DRGN If you love learning about emerging markets, global innovation, and international ETFs, subscribe to the Australian Investors Podcast on⁠ Apple⁠,⁠ Spotify⁠, or⁠ YouTube⁠! Follow us on⁠ Instagram⁠ and⁠ TikTok⁠ for more investing insights. - Why Chinese innovation is no accident - Made in China 2025: a 10-year strategy unfolds - EVs, AI, robotics – sectors to watch - Valuation disparity: China vs US tech - BYD, self-sufficiency & strategic independence - Understanding H shares vs A shares - Stock Connect & foreign investor access - Risks, misconceptions & the road ahead - Final thoughts & how to learn more 📄 Learn more about investing in China: - Global X China Technology ETF (ASX: DRGN)⁠: https://www.globalxetfs.com.au/funds/drgn/ ~~ Rask Resources ~~ 🔗 Explore all Rask services –⁠ https://bit.ly/R-services⁠ 📋 Get financial planning –⁠ https://bit.ly/R-plan⁠ 📈 Start investing with Rask –⁠ https://bit.ly/R-invest⁠ 📜 Access show notes –⁠ https://bit.ly/R-notes⁠ ❓ Ask a question – just select the investor podcast –⁠ https://bit.ly/R-quest⁠ 📲 Follow us on social media: - Instagram:⁠ @rask.invest⁠ - TikTok:⁠ @rask.invest⁠ 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. Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your hosts Owen Rask and Billy Leung from Global X discuss:

    - Why China’s innovation agenda is reshaping global tech

    - Made in China 2025 & its impact on EVs, AI, and robotics

    - The valuation gap between Chinese and US tech giants

    - How investors can access Chinese growth through ETFs like DRGN

    If you love learning about emerging markets, global innovation, and international ETFs, subscribe to the Australian Investors Podcast on⁠ Apple⁠,⁠ Spotify⁠, or⁠ YouTube⁠!

    Follow us on⁠ Instagram⁠ and⁠ TikTok⁠ for more investing insights.

    - Why Chinese innovation is no accident

    - Made in China 2025: a 10-year strategy unfolds

    - EVs, AI, robotics – sectors to watch

    - Valuation disparity: China vs US tech

    - BYD, self-sufficiency & strategic independence

    - Understanding H shares vs A shares

    - Stock Connect & foreign investor access

    - Risks, misconceptions & the road ahead

    - Final thoughts & how to learn more


    📄 Learn more about investing in China:

    - Global X China Technology ETF (ASX: DRGN)⁠: https://www.globalxetfs.com.au/funds/drgn/


    ~~ Rask Resources ~~

    🔗 Explore all Rask services –⁠ https://bit.ly/R-services⁠

    📋 Get financial planning –⁠ https://bit.ly/R-plan⁠

    📈 Start investing with Rask –⁠ https://bit.ly/R-invest⁠

    📜 Access show notes –⁠ https://bit.ly/R-notes⁠

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

    📲 Follow us on social media:

    - Instagram:⁠ @rask.invest⁠

    - TikTok:⁠ @rask.invest⁠

    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.




    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2235 no     Has Owen backflipped on index fund ETFs? https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: - The RBA’s 25 basis point rate cut and implications for ETFs - Portfolio drawdowns: what we’ve learned from GEAR, Tesla & XRF - The concept of a “spiffy pop” and long-term investing - The power of diversification and when to rebalance your positions If you love learning about ETFs, portfolio strategy, and long-term investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics covered 1. Welcome & Introduction 2. RBA Cuts Rates & Market Reactions 3. Bond ETFs & Income Strategies 4. GigaLosses: What’s Weighing on Our Fake Portfolios 5. What is a Spiffy Pop? 6. Portfolio Patience, Rebalancing & Position Sizing 7. Shoutouts to Promising Small Caps (XRF, Pro Medicus) 8. Final Thoughts & Staying the Course Long-Term Resources for this episode Ask a question (select the Investors podcast) ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services  📋 Get Financial Planning – https://bit.ly/R-plan  📈 Start investing with Rask – https://bit.ly/R-invest  📜 Access Show Notes – https://bit.ly/R-notes  ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.investTikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 23 May 2025 21:00:00 -0000 Has Owen backflipped on index fund ETFs? full Rask In this episode, Owen and Drew recap a volatile week for global markets and their mock portfolios. From RBA’s surprise 25 bps rate cut and its implications for bond ETFs, to analysing “spiffy pops” and rebalancing strategies in the face of sharp losses in XRF Scientific and Tesla, they also reflect on portfolio patience, diversification, and lessons learned mid-year. In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: - The RBA’s 25 basis point rate cut and implications for ETFs - Portfolio drawdowns: what we’ve learned from GEAR, Tesla & XRF - The concept of a “spiffy pop” and long-term investing - The power of diversification and when to rebalance your positions If you love learning about ETFs, portfolio strategy, and long-term investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics covered 1. Welcome & Introduction 2. RBA Cuts Rates & Market Reactions 3. Bond ETFs & Income Strategies 4. GigaLosses: What’s Weighing on Our Fake Portfolios 5. What is a Spiffy Pop? 6. Portfolio Patience, Rebalancing & Position Sizing 7. Shoutouts to Promising Small Caps (XRF, Pro Medicus) 8. Final Thoughts & Staying the Course Long-Term Resources for this episode Ask a question (select the Investors podcast) ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services  📋 Get Financial Planning – https://bit.ly/R-plan  📈 Start investing with Rask – https://bit.ly/R-invest  📜 Access Show Notes – https://bit.ly/R-notes  ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.investTikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss:

    - The RBA’s 25 basis point rate cut and implications for ETFs

    - Portfolio drawdowns: what we’ve learned from GEAR, Tesla & XRF

    - The concept of a “spiffy pop” and long-term investing

    - The power of diversification and when to rebalance your positions

    If you love learning about ETFs, portfolio strategy, and long-term investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

    Follow us on Instagram and TikTok for more investing insights.


    Topics covered

    1. Welcome & Introduction

    2. RBA Cuts Rates & Market Reactions

    3. Bond ETFs & Income Strategies

    4. GigaLosses: What’s Weighing on Our Fake Portfolios

    5. What is a Spiffy Pop?

    6. Portfolio Patience, Rebalancing & Position Sizing

    7. Shoutouts to Promising Small Caps (XRF, Pro Medicus)

    8. Final Thoughts & Staying the Course Long-Term


    Resources for this episode

    Ask a question (select the Investors podcast)

    ~~ Rask Resources ~~

    🔗 Explore all Rask services – https://bit.ly/R-services

     📋 Get Financial Planning – https://bit.ly/R-plan

     📈 Start investing with Rask – https://bit.ly/R-invest

     📜 Access Show Notes – https://bit.ly/R-notes

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

    📲 Follow us on social media:

    Instagram: @rask.invest
    TikTok: @rask.invest

    DISCLAIMER

    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.


    #Investing #Finance #AustralianInvestorsPodcast

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2533 no     How Navexa makes tax time easy for Aussie investors - Navarre Trousselot https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your host Owen Raszkiewicz chats with Navarre Trousselot, founder of Navexa, to discuss: Why performance tracking matters more than you think The origins of Navexa and its journey to become a full business How most investors get tax reporting totally wrong ETF and managed fund headaches – and how Navexa solves them If you love learning about investment strategy and smarter portfolio management, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Resources mentioned in this episode Try Navexa Free Four Ways To Legally Pay Less Tax ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 21 May 2025 05:00:00 -0000 How Navexa makes tax time easy for Aussie investors - Navarre Trousselot full Rask Navexa founder Navar Wainwright joins the podcast to unpack portfolio performance tracking, capital gains tax strategies, ETF trust structures, and why most investors are flying blind when it comes to understanding their real returns. In this Australian Investors Podcast episode, your host Owen Raszkiewicz chats with Navarre Trousselot, founder of Navexa, to discuss: Why performance tracking matters more than you think The origins of Navexa and its journey to become a full business How most investors get tax reporting totally wrong ETF and managed fund headaches – and how Navexa solves them If you love learning about investment strategy and smarter portfolio management, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Resources mentioned in this episode Try Navexa Free Four Ways To Legally Pay Less Tax ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Raszkiewicz chats with Navarre Trousselot, founder of Navexa, to discuss:

    • Why performance tracking matters more than you think
    • The origins of Navexa and its journey to become a full business
    • How most investors get tax reporting totally wrong
    • ETF and managed fund headaches – and how Navexa solves them


    If you love learning about investment strategy and smarter portfolio management, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

    Follow us on Instagram and TikTok for more investing insights.


    Resources mentioned in this episode


    ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest

    📲 Follow us on social media:

    • Instagram: @rask.invest

    • TikTok: @rask.invest


      DISCLAIMER

      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.

      #Investing #Finance #AustralianInvestorsPodcast

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3090 no     Step by step guide to selecting a managed fund https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Daryl Wilson from Affluence Funds Management and discusses: 1. Strategic Asset Allocation – How to build a portfolio aligned with your goals, when to adjust your asset class exposure, and using allocation ranges effectively. 2. Tactical Asset Allocation – Should you be style agnostic (e.g. value vs growth vs momentum)? How do you assess whether an asset class offers real value—or is a value trap? 3. Assessing Fund Managers – Comparing established vs new funds, looking beyond performance numbers, aligning managers’ interests with your own, and knowing when to switch managers.) If you love learning about multi-asset investing, fund manager analysis, and small cap opportunities, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics covered - Overview of Affluence Funds Management - Special Situations and Small Cap Value - Portfolio Construction 101 - Adapting Asset Allocation Over Time - Strategic vs Tactical Allocation Explained - Value vs Growth Style Bias - How to Assess Value and Avoid Value Traps - Global Outlook & Contrarian View - Market Sentiment and “Smart Money” Behaviour - Fund Manager Selection Framework - Manager Due Diligence Process - Fund Structure Preferences - Views on Portfolio Concentration - When to Sell or Redeem a Manager ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER 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. #Investing #FundManagers #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 19 May 2025 05:00:00 -0000 Step by step guide to selecting a managed fund full Rask Daryl Wilson of Affluence Funds Management shares his approach to portfolio construction, strategic vs. tactical allocation, and how to select fund managers beyond just past performance. Essential insights for investors wanting to build robust, flexible portfolios. In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Daryl Wilson from Affluence Funds Management and discusses: 1. Strategic Asset Allocation – How to build a portfolio aligned with your goals, when to adjust your asset class exposure, and using allocation ranges effectively. 2. Tactical Asset Allocation – Should you be style agnostic (e.g. value vs growth vs momentum)? How do you assess whether an asset class offers real value—or is a value trap? 3. Assessing Fund Managers – Comparing established vs new funds, looking beyond performance numbers, aligning managers’ interests with your own, and knowing when to switch managers.) If you love learning about multi-asset investing, fund manager analysis, and small cap opportunities, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics covered - Overview of Affluence Funds Management - Special Situations and Small Cap Value - Portfolio Construction 101 - Adapting Asset Allocation Over Time - Strategic vs Tactical Allocation Explained - Value vs Growth Style Bias - How to Assess Value and Avoid Value Traps - Global Outlook & Contrarian View - Market Sentiment and “Smart Money” Behaviour - Fund Manager Selection Framework - Manager Due Diligence Process - Fund Structure Preferences - Views on Portfolio Concentration - When to Sell or Redeem a Manager ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER 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. #Investing #FundManagers #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Daryl Wilson from Affluence Funds Management and discusses:

    1. Strategic Asset Allocation – How to build a portfolio aligned with your goals, when to adjust your asset class exposure, and using allocation ranges effectively. 2. Tactical Asset Allocation – Should you be style agnostic (e.g. value vs growth vs momentum)? How do you assess whether an asset class offers real value—or is a value trap? 3. Assessing Fund Managers – Comparing established vs new funds, looking beyond performance numbers, aligning managers’ interests with your own, and knowing when to switch managers.) If you love learning about multi-asset investing, fund manager analysis, and small cap opportunities, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics covered - Overview of Affluence Funds Management

    - Special Situations and Small Cap Value

    - Portfolio Construction 101

    - Adapting Asset Allocation Over Time

    - Strategic vs Tactical Allocation Explained

    - Value vs Growth Style Bias

    - How to Assess Value and Avoid Value Traps

    - Global Outlook & Contrarian View

    - Market Sentiment and “Smart Money” Behaviour

    - Fund Manager Selection Framework

    - Manager Due Diligence Process

    - Fund Structure Preferences

    - Views on Portfolio Concentration

    - When to Sell or Redeem a Manager ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER 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. #Investing #FundManagers #AustralianInvestorsPodcast

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3618 no     Xero’s growth, Tesla’s turnaround & the power of diversification https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: – Xero’s surprise earnings and strategy shift – Tesla’s 40% rally and the White House showroom moment – Lessons from ETF portfolio declines: GUS, KKR, and Vulcan – Why global diversification and position sizing matter more than ever If you love learning about growth stocks, ETF investing, and portfolio strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Welcome & Introduction – Drew’s DSA conference recap & financial planning insights – Xero’s 23% revenue growth & $640m EBITDA – ARPU up 15% – Xero's subscriber monetisation thesis – Tesla's PR stunt with Trump, 40% rally & sentiment shift – Portfolio Challenge: GUS, Vulcan, KKR & the pain of leverage – Why position sizing and frameworks matter in volatility – Will rates fall before March? Drew’s prediction & RBA talk – ETFs and markets outlook – gold, AI, and the S&P 500 ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 16 May 2025 21:00:00 -0000 Xero’s growth, Tesla’s turnaround & the power of diversification full Rask In this episode, Owen Rask and Drew Meredith discuss Xero’s financial performance and subscriber growth, Tesla’s surprising PR stunt with Donald Trump, and what the recent pullback teaches us about position sizing, rebalancing, and emotional investing. In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: – Xero’s surprise earnings and strategy shift – Tesla’s 40% rally and the White House showroom moment – Lessons from ETF portfolio declines: GUS, KKR, and Vulcan – Why global diversification and position sizing matter more than ever If you love learning about growth stocks, ETF investing, and portfolio strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Welcome & Introduction – Drew’s DSA conference recap & financial planning insights – Xero’s 23% revenue growth & $640m EBITDA – ARPU up 15% – Xero's subscriber monetisation thesis – Tesla's PR stunt with Trump, 40% rally & sentiment shift – Portfolio Challenge: GUS, Vulcan, KKR & the pain of leverage – Why position sizing and frameworks matter in volatility – Will rates fall before March? Drew’s prediction & RBA talk – ETFs and markets outlook – gold, AI, and the S&P 500 ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss:
    – Xero’s surprise earnings and strategy shift – Tesla’s 40% rally and the White House showroom moment – Lessons from ETF portfolio declines: GUS, KKR, and Vulcan – Why global diversification and position sizing matter more than ever


    If you love learning about growth stocks, ETF investing, and portfolio strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!


    Follow us on Instagram and TikTok for more investing insights.


    Topics Covered

    – Welcome & Introduction – Drew’s DSA conference recap & financial planning insights – Xero’s 23% revenue growth & $640m EBITDA – ARPU up 15% – Xero's subscriber monetisation thesis – Tesla's PR stunt with Trump, 40% rally & sentiment shift – Portfolio Challenge: GUS, Vulcan, KKR & the pain of leverage – Why position sizing and frameworks matter in volatility – Will rates fall before March? Drew’s prediction & RBA talk – ETFs and markets outlook – gold, AI, and the S&P 500


    ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest

    📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest


    DISCLAIMER

    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.


    #Investing #Finance #AustralianInvestorsPodcast

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2369 no     CAR Group (ASX:CAR) - building a global business, with CEO Cameron McIntyre https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this episode of the Australian Investors Podcast, your host Mitchell Sneddon sits down with Cameron McIntyre, CEO of CAR Group (formerly CarSales), to discuss: CAR Group’s marketplace model & how it makes money Scaling a startup into a global giant M&A strategy and entering markets like Brazil & South Korea Why culture, innovation and execution fuel long-term success The future of car marketplaces & AI-driven disruption If you're interested in marketplace businesses, ASX success stories, or international expansion, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics covered - Welcome & Cameron’s first car (Ford Escort!) - From L’Oreal to Telstra to CAR Group - The moment Cameron chose “something cool” over “corporate comfort” - How CAR Group makes money - What investors should look for in a classifieds business - CAR Group’s competitive advantages - Expanding into Brazil, South Korea & USA - Why they start small with acquisitions - Managing risk & maintaining culture - Culture, innovation & hiring at scale - What drives innovation inside CAR Group - Cameron on Brambles and the value of being a director - Final lessons: Execution & Vision - Cameron’s ideal long lunch pick (Melbourne local favourites) ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER 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. #CARGroup #ASX #AustralianInvestorsPodcast #BusinessLeadership #DigitalMarketplaces #InvestingAustralia #CamMcIntyre #MarketplaceModel #TechInvesting Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 14 May 2025 05:00:00 -0000 CAR Group (ASX:CAR) - building a global business, with CEO Cameron McIntyre full Rask CAR Group CEO Cam McIntyre reveals how the company scaled from a $30 million startup to a $13 billion marketplace. Cam unpacks the business model, competitive advantages, global expansion strategy, innovation culture, and why execution matters more than ideas. In this episode of the Australian Investors Podcast, your host Mitchell Sneddon sits down with Cameron McIntyre, CEO of CAR Group (formerly CarSales), to discuss: CAR Group’s marketplace model & how it makes money Scaling a startup into a global giant M&A strategy and entering markets like Brazil & South Korea Why culture, innovation and execution fuel long-term success The future of car marketplaces & AI-driven disruption If you're interested in marketplace businesses, ASX success stories, or international expansion, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics covered - Welcome & Cameron’s first car (Ford Escort!) - From L’Oreal to Telstra to CAR Group - The moment Cameron chose “something cool” over “corporate comfort” - How CAR Group makes money - What investors should look for in a classifieds business - CAR Group’s competitive advantages - Expanding into Brazil, South Korea & USA - Why they start small with acquisitions - Managing risk & maintaining culture - Culture, innovation & hiring at scale - What drives innovation inside CAR Group - Cameron on Brambles and the value of being a director - Final lessons: Execution & Vision - Cameron’s ideal long lunch pick (Melbourne local favourites) ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER 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. #CARGroup #ASX #AustralianInvestorsPodcast #BusinessLeadership #DigitalMarketplaces #InvestingAustralia #CamMcIntyre #MarketplaceModel #TechInvesting Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of the Australian Investors Podcast, your host Mitchell Sneddon sits down with Cameron McIntyre, CEO of CAR Group (formerly CarSales), to discuss:

    • CAR Group’s marketplace model & how it makes money

    • Scaling a startup into a global giant

    • M&A strategy and entering markets like Brazil & South Korea

    • Why culture, innovation and execution fuel long-term success

    • The future of car marketplaces & AI-driven disruption

    If you're interested in marketplace businesses, ASX success stories, or international expansion, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

    Follow us on Instagram and TikTok for more investing insights.


    Topics covered

    - Welcome & Cameron’s first car (Ford Escort!)

    - From L’Oreal to Telstra to CAR Group

    - The moment Cameron chose “something cool” over “corporate comfort”

    - How CAR Group makes money

    - What investors should look for in a classifieds business

    - CAR Group’s competitive advantages

    - Expanding into Brazil, South Korea & USA

    - Why they start small with acquisitions

    - Managing risk & maintaining culture

    - Culture, innovation & hiring at scale

    - What drives innovation inside CAR Group

    - Cameron on Brambles and the value of being a director

    - Final lessons: Execution & Vision

    - Cameron’s ideal long lunch pick (Melbourne local favourites)


    ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest

    📲 Follow us on social media:

    DISCLAIMER

    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.

    #CARGroup #ASX #AustralianInvestorsPodcast #BusinessLeadership #DigitalMarketplaces #InvestingAustralia #CamMcIntyre #MarketplaceModel #TechInvesting

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3067 no     Dividend trivia & high-income ETFs: Pub trivia meets investing https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your hosts Owen Rask and Mitch discuss: - Dividend investing through the lens of pub trivia - ASX ETFs focused on income: VHY, YMAX, SYI, and Harvester - The differences between DRPs, bonus share plans, and franking - Smart strategies (and common traps) in high-yield investing If you love learning about ETF income investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered 1. Welcome & Dividend Pub Trivia 2. What is a dividend aristocrat? 3. Bonus Share Plans vs DRPs 4. Yield tricks & ASX quirks explained 5. ETF Breakdown: VHY, YMAX, SYI, Harvester 6. Franking credits & payout ratios 7. Covered call strategies & yield traps 8. Total return vs yield: What really matters? 9. Final thoughts on income strategy & ETF construction ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 09 May 2025 21:00:00 -0000 Dividend trivia & high-income ETFs: Pub trivia meets investing full Rask In this episode, we turn income investing into a pub trivia challenge! Owen and Mitch unpack the real-world implications of popular high-income ETFs including VHY, YMAX, SYI, and Harvester, revealing how they work, how they pay, and the surprising risks behind big yields. In this Australian Investors Podcast episode, your hosts Owen Rask and Mitch discuss: - Dividend investing through the lens of pub trivia - ASX ETFs focused on income: VHY, YMAX, SYI, and Harvester - The differences between DRPs, bonus share plans, and franking - Smart strategies (and common traps) in high-yield investing If you love learning about ETF income investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered 1. Welcome & Dividend Pub Trivia 2. What is a dividend aristocrat? 3. Bonus Share Plans vs DRPs 4. Yield tricks & ASX quirks explained 5. ETF Breakdown: VHY, YMAX, SYI, Harvester 6. Franking credits & payout ratios 7. Covered call strategies & yield traps 8. Total return vs yield: What really matters? 9. Final thoughts on income strategy & ETF construction ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your hosts Owen Rask and Mitch discuss: - Dividend investing through the lens of pub trivia - ASX ETFs focused on income: VHY, YMAX, SYI, and Harvester - The differences between DRPs, bonus share plans, and franking - Smart strategies (and common traps) in high-yield investing If you love learning about ETF income investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered 1. Welcome & Dividend Pub Trivia 2. What is a dividend aristocrat? 3. Bonus Share Plans vs DRPs 4. Yield tricks & ASX quirks explained 5. ETF Breakdown: VHY, YMAX, SYI, Harvester 6. Franking credits & payout ratios 7. Covered call strategies & yield traps 8. Total return vs yield: What really matters? 9. Final thoughts on income strategy & ETF construction ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3254 no     How to build a passive income core with ETFs – Owen & Mitch explain https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your hosts Owen Rask and Mitchell Sneddon discuss: Building a passive income core with ETFs Why total return matters more than high yield Common ETF misconceptions for retirees ETF vs LIC vs managed fund pros and cons If you love learning about ETFs and income investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER 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. #Investing #ETFs #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 07 May 2025 05:00:00 -0000 How to build a passive income core with ETFs – Owen & Mitch explain full Rask In this episode, Owen and Mitchell break down how to build a core ETF portfolio focused on passive income, explaining total return, dividend traps, portfolio construction and product types like LICs vs ETFs. In this Australian Investors Podcast episode, your hosts Owen Rask and Mitchell Sneddon discuss: Building a passive income core with ETFs Why total return matters more than high yield Common ETF misconceptions for retirees ETF vs LIC vs managed fund pros and cons If you love learning about ETFs and income investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER 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. #Investing #ETFs #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your hosts Owen Rask and Mitchell Sneddon discuss:

    • Building a passive income core with ETFs

    • Why total return matters more than high yield

    • Common ETF misconceptions for retirees

    • ETF vs LIC vs managed fund pros and cons

    If you love learning about ETFs and income investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

    Follow us on Instagram and TikTok for more investing insights.


    ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest

    📲 Follow us on social media:

    DISCLAIMER

    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.

    #Investing #ETFs #AustralianInvestorsPodcast

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3577 no     Microsoft reports, Australia decides & top brokers https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: Tesla's drop Why their fake portfolios offer real investing lessons Microsoft's latest results A recap on their $10,000 fake portfolios, and Whether Commsec is still top dog early. At Rask, we take our obligation to our clients and investors extremely seriously - even if it makes us look silly live on air. He’ll make it up to you, next week. If you love learning about long-term investing, ETF strategies, and behavioural finance, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Resources for this episode📄 Want to learn more about investing? Check out our investing and finance courses here:👉 https://education.rask.com.au/~~ Rask Resources ~~🔗 Explore all Rask services – https://bit.ly/R-services📋 Get financial planning – https://www.rask.com.au/advice📈 Start investing with Rask – https://bit.ly/R-invest📜 Access show notes – https://bit.ly/R-notes❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest📲 Follow us on social media: Instagram: ⁠@rask.invest⁠ TikTok: ⁠@rask.invest DisclaimerThis 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.#investing #australianinvestorspodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 02 May 2025 21:00:00 -0000 Microsoft reports, Australia decides & top brokers full Rask Owen Rask and Drew Meredith reflect on their fake $10,000 portfolios, Tesla’s 36% fall, CBA’s resurgence, and what these moves reveal about diversification, position sizing, and investor behaviour in 2025. In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: Tesla's drop Why their fake portfolios offer real investing lessons Microsoft's latest results A recap on their $10,000 fake portfolios, and Whether Commsec is still top dog early. At Rask, we take our obligation to our clients and investors extremely seriously - even if it makes us look silly live on air. He’ll make it up to you, next week. If you love learning about long-term investing, ETF strategies, and behavioural finance, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Resources for this episode📄 Want to learn more about investing? Check out our investing and finance courses here:👉 https://education.rask.com.au/~~ Rask Resources ~~🔗 Explore all Rask services – https://bit.ly/R-services📋 Get financial planning – https://www.rask.com.au/advice📈 Start investing with Rask – https://bit.ly/R-invest📜 Access show notes – https://bit.ly/R-notes❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest📲 Follow us on social media: Instagram: ⁠@rask.invest⁠ TikTok: ⁠@rask.invest DisclaimerThis 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.#investing #australianinvestorspodcast Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss:

    • Tesla's drop
    • Why their fake portfolios offer real investing lessons
    • Microsoft's latest results
    • A recap on their $10,000 fake portfolios, and
    • Whether Commsec is still top dog


    early. At Rask, we take our obligation to our clients and investors extremely seriously - even if it makes us look silly live on air. He’ll make it up to you, next week.


    If you love learning about long-term investing, ETF strategies, and behavioural finance, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!


    Follow us on Instagram and TikTok for more investing insights.


    Resources for this episode
    📄 Want to learn more about investing? Check out our investing and finance courses here:
    👉 https://education.rask.com.au/
    ~~ Rask Resources ~~
    🔗 Explore all Rask services – https://bit.ly/R-services
    📋 Get financial planning – https://www.rask.com.au/advice
    📈 Start investing with Rask – https://bit.ly/R-invest
    📜 Access show notes – https://bit.ly/R-notes
    ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest
    📲 Follow us on social media:

    Instagram: ⁠@rask.invest⁠

    TikTok: ⁠@rask.invest


    Disclaimer
    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.
    #investing #australianinvestorspodcast

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2352 no     Bonds are not boring: Lessons from a bond analyst with Philip Brown from FIIG https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your host Owen Rask sits down with Philip Brown, Head of Research at FIIG (Fixed Income Investment Group) to discuss: How bond markets move before equities Understanding credit ratings and junk bonds How FIIG helps everyday investors access corporate bonds The crossover between strategy in sport and investing If you love learning about diversification, risk management, and fixed income investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered Philip Brown’s unlikely path from gateball to global bond research Why bond markets move before equity markets What investors can learn from bond pricing and sentiment How credit ratings are determined and what they mean The role of diversification in a bond portfolio Understanding subordinated and junk bonds How FIIG makes bonds accessible to everyday investors Red flags Philip looks for in a bond issuer The overlap between strategic sport thinking and investment research Resources for this episode 📄 Learn more about FIIG: FIIG Official Website ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest Disclaimer 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. #Investing #FixedIncome #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 30 Apr 2025 05:00:00 -0000 Bonds are not boring: Lessons from a bond analyst with Philip Brown from FIIG full Rask Fixed income doesn’t have to be boring. Philip Brown, Head of Research at FIIG, joins the Australian Investors Podcast to explain how bond markets signal economic risk before equities, how credit ratings really work, and why strategy (even from gateball!) can lead to better investing. In this Australian Investors Podcast episode, your host Owen Rask sits down with Philip Brown, Head of Research at FIIG (Fixed Income Investment Group) to discuss: How bond markets move before equities Understanding credit ratings and junk bonds How FIIG helps everyday investors access corporate bonds The crossover between strategy in sport and investing If you love learning about diversification, risk management, and fixed income investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered Philip Brown’s unlikely path from gateball to global bond research Why bond markets move before equity markets What investors can learn from bond pricing and sentiment How credit ratings are determined and what they mean The role of diversification in a bond portfolio Understanding subordinated and junk bonds How FIIG makes bonds accessible to everyday investors Red flags Philip looks for in a bond issuer The overlap between strategic sport thinking and investment research Resources for this episode 📄 Learn more about FIIG: FIIG Official Website ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest Disclaimer 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. #Investing #FixedIncome #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Rask sits down with Philip Brown, Head of Research at FIIG (Fixed Income Investment Group) to discuss:

    • How bond markets move before equities
    • Understanding credit ratings and junk bonds
    • How FIIG helps everyday investors access corporate bonds
    • The crossover between strategy in sport and investing


    If you love learning about diversification, risk management, and fixed income investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!


    Follow us on Instagram and TikTok for more investing insights.


    Topics Covered

    • Philip Brown’s unlikely path from gateball to global bond research
    • Why bond markets move before equity markets
    • What investors can learn from bond pricing and sentiment
    • How credit ratings are determined and what they mean
    • The role of diversification in a bond portfolio
    • Understanding subordinated and junk bonds
    • How FIIG makes bonds accessible to everyday investors
    • Red flags Philip looks for in a bond issuer
    • The overlap between strategic sport thinking and investment research


    Resources for this episode

    📄 Learn more about FIIG:


    ~~ Rask Resources ~~

    🔗 Explore all Rask services – https://bit.ly/R-services

    📋 Get Financial Planning – https://bit.ly/R-plan

    📈 Start investing with Rask – https://bit.ly/R-invest

    📜 Access Show Notes – https://bit.ly/R-notes

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

    📲 Follow us on social media:


    Disclaimer

    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.


    #Investing #FixedIncome #AustralianInvestorsPodcast

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3330 no     Elon returns to Tesla, ETF shake-up and divorce restarts https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your hosts Drew Meredith and Owen Rask discuss: Are markets heading for another GFC-like crisis? Tesla’s dramatic share price moves and Trump’s Tesla photo op How each of their fake $10,000 portfolios are holding up Lessons in position sizing, diversification and sticking to your plan If you love learning about stock market psychology and long-term investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered Market panic: is this another GFC? Fake $10,000 portfolios update: all 3 in the red Trump buys a Tesla on the White House lawn? Lessons from the drawdowns: position sizing and holding through volatility What should investors actually do right now? Community feedback: should we add monthly portfolio trades? Resources for This Episode 📄 Learn more about diversification and rebalancing: $10,000 portfolio challenge ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get financial planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access show notes – https://bit.ly/R-notes ❓ Ask a question – just select the investor podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 25 Apr 2025 21:00:00 -0000 Elon returns to Tesla, ETF shake-up and divorce restarts full Rask In this episode, Drew Meredith and Owen Rask unpack the recent market volatility, analyse the drawdowns across their fake $10,000 portfolios, discuss whether this resembles the GFC, and revisit timeless lessons on diversification, rebalancing, and avoiding panic. In this Australian Investors Podcast episode, your hosts Drew Meredith and Owen Rask discuss: Are markets heading for another GFC-like crisis? Tesla’s dramatic share price moves and Trump’s Tesla photo op How each of their fake $10,000 portfolios are holding up Lessons in position sizing, diversification and sticking to your plan If you love learning about stock market psychology and long-term investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered Market panic: is this another GFC? Fake $10,000 portfolios update: all 3 in the red Trump buys a Tesla on the White House lawn? Lessons from the drawdowns: position sizing and holding through volatility What should investors actually do right now? Community feedback: should we add monthly portfolio trades? Resources for This Episode 📄 Learn more about diversification and rebalancing: $10,000 portfolio challenge ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get financial planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access show notes – https://bit.ly/R-notes ❓ Ask a question – just select the investor podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your hosts Drew Meredith and Owen Rask discuss:

    • Are markets heading for another GFC-like crisis?
    • Tesla’s dramatic share price moves and Trump’s Tesla photo op
    • How each of their fake $10,000 portfolios are holding up
    • Lessons in position sizing, diversification and sticking to your plan


    If you love learning about stock market psychology and long-term investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

    Follow us on Instagram and TikTok for more investing insights.


    Topics Covered

    • Market panic: is this another GFC?
    • Fake $10,000 portfolios update: all 3 in the red
    • Trump buys a Tesla on the White House lawn?
    • Lessons from the drawdowns: position sizing and holding through volatility
    • What should investors actually do right now?
    • Community feedback: should we add monthly portfolio trades?


    Resources for This Episode

    📄 Learn more about diversification and rebalancing:


    ~~ Rask Resources ~~

    🔗 Explore all Rask services – https://bit.ly/R-services

    📋 Get financial planning – https://bit.ly/R-plan

    📈 Start investing with Rask – https://bit.ly/R-invest

    📜 Access show notes – https://bit.ly/R-notes

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

    📲 Follow us on social media:


    DISCLAIMER

    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.


    #Investing #Finance #AustralianInvestorsPodcast

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3274 no     Mitch Sneddon’s worst investments & what they taught him https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your hosts Owen Rask and Mitch Sneddon discuss: Mitch’s worst-ever investment (Fleetwood, ASX:FWD) Why mining services can be dangerous for retail investors Lessons learned from overconfidence and poor diversification Why Rask Invest now focuses on core-satellite ETF portfolios If you love learning about ETFs, risk management, and avoiding classic investing mistakes, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered Mitch shares the story behind his biggest loss: an 80% drop on Fleetwood How the mining boom masked serious business risks The importance of identifying “price takers” vs “price makers” Why underinvestment in non-core business areas can be fatal The danger of overconfidence and investing without diversification How Mitch uses ETFs today to avoid repeating past mistakes Why Rask Invest portfolios steer clear of individual ASX small caps Investor psychology and the critical need to plan for retirement Tips for retirees on managing risk and staying the course Mitch’s framework for modern portfolio construction Resources for This Episode 📄 Learn More About ETF Investing & Rask Invest: Check out Rask Invest Follow Mitch’s daily investing blogs ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 23 Apr 2025 05:00:00 -0000 Mitch Sneddon’s worst investments & what they taught him full Rask Mitch Sneddon, Head of Funds Management at Rask, shares his biggest investing failures, including a painful 80% loss on a mining services stock. He explains what went wrong, what he learned, and how Rask Invest’s philosophy has evolved to avoid similar mistakes. This episode is a must-listen for any investor interested in risk management, ETFs, and building resilience for retirement. In this Australian Investors Podcast episode, your hosts Owen Rask and Mitch Sneddon discuss: Mitch’s worst-ever investment (Fleetwood, ASX:FWD) Why mining services can be dangerous for retail investors Lessons learned from overconfidence and poor diversification Why Rask Invest now focuses on core-satellite ETF portfolios If you love learning about ETFs, risk management, and avoiding classic investing mistakes, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered Mitch shares the story behind his biggest loss: an 80% drop on Fleetwood How the mining boom masked serious business risks The importance of identifying “price takers” vs “price makers” Why underinvestment in non-core business areas can be fatal The danger of overconfidence and investing without diversification How Mitch uses ETFs today to avoid repeating past mistakes Why Rask Invest portfolios steer clear of individual ASX small caps Investor psychology and the critical need to plan for retirement Tips for retirees on managing risk and staying the course Mitch’s framework for modern portfolio construction Resources for This Episode 📄 Learn More About ETF Investing & Rask Invest: Check out Rask Invest Follow Mitch’s daily investing blogs ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your hosts Owen Rask and Mitch Sneddon discuss:

    • Mitch’s worst-ever investment (Fleetwood, ASX:FWD)
    • Why mining services can be dangerous for retail investors
    • Lessons learned from overconfidence and poor diversification
    • Why Rask Invest now focuses on core-satellite ETF portfolios


    If you love learning about ETFs, risk management, and avoiding classic investing mistakes, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

    Follow us on Instagram and TikTok for more investing insights.


    Topics Covered

    • Mitch shares the story behind his biggest loss: an 80% drop on Fleetwood
    • How the mining boom masked serious business risks
    • The importance of identifying “price takers” vs “price makers”
    • Why underinvestment in non-core business areas can be fatal
    • The danger of overconfidence and investing without diversification
    • How Mitch uses ETFs today to avoid repeating past mistakes
    • Why Rask Invest portfolios steer clear of individual ASX small caps
    • Investor psychology and the critical need to plan for retirement
    • Tips for retirees on managing risk and staying the course
    • Mitch’s framework for modern portfolio construction


    Resources for This Episode

    📄 Learn More About ETF Investing & Rask Invest:


    ~~ Rask Resources ~~

    🔗 Explore all Rask services – https://bit.ly/R-services

    📋 Get Financial Planning – https://bit.ly/R-plan

    📈 Start investing with Rask – https://bit.ly/R-invest

    📜 Access Show Notes – https://bit.ly/R-notes

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

    📲 Follow us on social media:


    DISCLAIMER

    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.


    #Investing #Finance #AustralianInvestorsPodcast

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3413 no     Buy FANG stocks (why Trump is good for US tech) https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your host Owen Rask, Chief Investment Officer of The Rask Group, and Drew Meredith, Director of Wattle Partners, dive into the latest ASX news, explain why FANG stocks should be on your watchlist, and the latest at WiseTech Global (ASX: WTC). If you like small-cap investing, global technology companies or the stock market in general, you'll get the names and analysis of top ASX shares and NASDAQ-listed shares.   If you like this Australian Investors Podcast episode on US stocks and portfolio construction, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today: The case for US stocks China v America company-specific trade war Mineral Resources Ltd (ASX: MIN) director changes Are we worried about inflation?  What is a family trust + bucket company and why did Owen use one? How to construct a portfolio with low risk assets Is 23% in Soul Patts (ASX: SOL) and Australian Foundation Investment Ltd (ASX: AFI) How to get a job in finance Resources for this episode $10k portfolios - daily tracking: https://www.raskmedia.com.au/portfolio/ Ask a question (select the Retirement podcast): https://bit.ly/R-quest  Rask Resources All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan  Invest with us: https://bit.ly/R-invest  Access Show Notes: https://bit.ly/R-notes  Ask a question: https://bit.ly/R-quest  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 18 Apr 2025 21:00:00 -0000 Buy FANG stocks (why Trump is good for US tech) full Rask In this Australian Investors Podcast episode, find out why you should consider putting FANG stocks on your watchlist in 2025, even with Donald Trump imposing tariffs. In this Australian Investors Podcast episode, your host Owen Rask, Chief Investment Officer of The Rask Group, and Drew Meredith, Director of Wattle Partners, dive into the latest ASX news, explain why FANG stocks should be on your watchlist, and the latest at WiseTech Global (ASX: WTC). If you like small-cap investing, global technology companies or the stock market in general, you'll get the names and analysis of top ASX shares and NASDAQ-listed shares.   If you like this Australian Investors Podcast episode on US stocks and portfolio construction, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today: The case for US stocks China v America company-specific trade war Mineral Resources Ltd (ASX: MIN) director changes Are we worried about inflation?  What is a family trust + bucket company and why did Owen use one? How to construct a portfolio with low risk assets Is 23% in Soul Patts (ASX: SOL) and Australian Foundation Investment Ltd (ASX: AFI) How to get a job in finance Resources for this episode $10k portfolios - daily tracking: https://www.raskmedia.com.au/portfolio/ Ask a question (select the Retirement podcast): https://bit.ly/R-quest  Rask Resources All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan  Invest with us: https://bit.ly/R-invest  Access Show Notes: https://bit.ly/R-notes  Ask a question: https://bit.ly/R-quest  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Rask, Chief Investment Officer of The Rask Group, and Drew Meredith, Director of Wattle Partners, dive into the latest ASX news, explain why FANG stocks should be on your watchlist, and the latest at WiseTech Global (ASX: WTC).


    If you like small-cap investing, global technology companies or the stock market in general, you'll get the names and analysis of top ASX shares and NASDAQ-listed shares.  


    If you like this Australian Investors Podcast episode on US stocks and portfolio construction, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.


    Topics covered today:

    1. The case for US stocks
    2. China v America company-specific trade war
    3. Mineral Resources Ltd (ASX: MIN) director changes
    4. Are we worried about inflation? 
    5. What is a family trust + bucket company and why did Owen use one?
    6. How to construct a portfolio with low risk assets
    7. Is 23% in Soul Patts (ASX: SOL) and Australian Foundation Investment Ltd (ASX: AFI)
    8. How to get a job in finance


    Resources for this episode

    • $10k portfolios - daily tracking: https://www.raskmedia.com.au/portfolio/
    • Ask a question (select the Retirement podcast): https://bit.ly/R-quest 


    Rask Resources


    All services: https://bit.ly/R-services

    Financial Planning: https://bit.ly/R-plan 

    Invest with us: https://bit.ly/R-invest 

    Access Show Notes: https://bit.ly/R-notes 

    Ask a question: https://bit.ly/R-quest 


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3464 no     Global Investing Lessons with Invesco’s Andrew Hall https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your hosts Owen Rask and Andrew Hall discuss: Invesco’s global investment process and strategy Why 80% of the fund targets compounders, and 20% improvers How the Invesco Global Opportunities Fund is built and managed Lessons learned from crises like COVID-19 and the GFC How Andrew uses data, discipline and team introspection to manage money globally If you love learning about portfolio construction, global investing, and behavioural discipline, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Welcome & introduction to Andrew Hall and Invesco – What makes equities the best long-term asset class – The 80/20 split: compounders vs improvers – How Andrew defines a compounder and what separates them from improvers – The role of change, leadership and industry dynamics in selecting improvers – How the Invesco Global Opportunities Fund is structured and managed – Lessons learned from major crises: the GFC, COVID-19, and more – How Andrew made tough calls during the COVID crash – Reflections on personal resilience, team strength, and managing under pressure – Portfolio management discipline and handling uncertainty Resources for This Episode Learn More About Invesco & the Global Opportunities Fund: Invesco Australia Invesco Global Opportunities Fund (Hedged Class A) ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Australian Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast #Invesco #GlobalInvesting #Compounders #Improvers #PortfolioConstruction Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 16 Apr 2025 05:00:00 -0000 Global Investing Lessons with Invesco’s Andrew Hall full Rask In this episode, Invesco’s Andrew Hall joins the Australian Investors Podcast to break down his global investing strategy, including how he identifies compounders and improvers, lessons learned from crises like COVID-19, portfolio construction insights, and the framework behind the Invesco Global Opportunities Fund. In this Australian Investors Podcast episode, your hosts Owen Rask and Andrew Hall discuss: Invesco’s global investment process and strategy Why 80% of the fund targets compounders, and 20% improvers How the Invesco Global Opportunities Fund is built and managed Lessons learned from crises like COVID-19 and the GFC How Andrew uses data, discipline and team introspection to manage money globally If you love learning about portfolio construction, global investing, and behavioural discipline, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Welcome & introduction to Andrew Hall and Invesco – What makes equities the best long-term asset class – The 80/20 split: compounders vs improvers – How Andrew defines a compounder and what separates them from improvers – The role of change, leadership and industry dynamics in selecting improvers – How the Invesco Global Opportunities Fund is structured and managed – Lessons learned from major crises: the GFC, COVID-19, and more – How Andrew made tough calls during the COVID crash – Reflections on personal resilience, team strength, and managing under pressure – Portfolio management discipline and handling uncertainty Resources for This Episode Learn More About Invesco & the Global Opportunities Fund: Invesco Australia Invesco Global Opportunities Fund (Hedged Class A) ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Australian Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast #Invesco #GlobalInvesting #Compounders #Improvers #PortfolioConstruction Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your hosts Owen Rask and Andrew Hall discuss:

    • Invesco’s global investment process and strategy
    • Why 80% of the fund targets compounders, and 20% improvers
    • How the Invesco Global Opportunities Fund is built and managed
    • Lessons learned from crises like COVID-19 and the GFC
    • How Andrew uses data, discipline and team introspection to manage money globally


    If you love learning about portfolio construction, global investing, and behavioural discipline, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!


    Follow us on Instagram and TikTok for more investing insights.


    Topics Covered

    – Welcome & introduction to Andrew Hall and Invesco

    – What makes equities the best long-term asset class

    – The 80/20 split: compounders vs improvers

    – How Andrew defines a compounder and what separates them from improvers

    – The role of change, leadership and industry dynamics in selecting improvers

    – How the Invesco Global Opportunities Fund is structured and managed

    – Lessons learned from major crises: the GFC, COVID-19, and more

    – How Andrew made tough calls during the COVID crash

    – Reflections on personal resilience, team strength, and managing under pressure

    – Portfolio management discipline and handling uncertainty


    Resources for This Episode

    Learn More About Invesco & the Global Opportunities Fund:


    ~~ Rask Resources ~~

    🔗 Explore all Rask services – https://bit.ly/R-services

    📋 Get Financial Planning – https://bit.ly/R-plan

    📈 Start investing with Rask – https://bit.ly/R-invest

    📜 Access Show Notes – https://bit.ly/R-notes

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

    📲 Follow us on social media:


    DISCLAIMER

    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.

    #Investing #Finance #AustralianInvestorsPodcast #Invesco #GlobalInvesting #Compounders #Improvers #PortfolioConstruction

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2854 no     Owen's $100k investment (and how it's gone), plus Drew's Prado flex | 2 Sense https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: Trump’s tariff bombshell and its global market impact Owen’s $100K investment using equity release How Owen's timing the market went surprisingly well Owen is buying Costco (NASDAQ: COST) + WiseTech Global Ltd (WTC) Why diversification and long-term thinking still win Weekly investor mailbag How to build a core plus satellite with shares An Elon conspiracy theory If you love learning about global markets, investing strategies, and macroeconomic trends, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered Welcome & catching up during school holidays Markets in meltdown: ASX, S&P 500 & Nasdaq fall hard Owen’s $100K investment: humblebrag or genius move? Equity release strategy explained Baby Munger arrives: Charlie Derrimuth Rask is born Trump's tariff reversal: what it really means China’s response & global economic risks Drew’s view: trade wars, inflation & the American manufacturing revival Will tariffs help young Americans get jobs? The US vs China economic policy approach Backing American tech giants over government defence Apple, Google, Microsoft & the future of global dominance Bonus: Drew’s new mystery vehicle and Owen’s studio upgrade plan Resources for This Episode 📄 Learn More About US Tariffs & Trade Wars: Why Trump is using Tariffs – Owen’s article Owen’s $100,000 investment – what he bought 25 things Owen would teach his child Debt recycling and equity release explained ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 11 Apr 2025 21:00:00 -0000 Owen's $100k investment (and how it's gone), plus Drew's Prado flex | 2 Sense full Rask In this Australian Investors Podcast episode, Owen and Drew explain Trump’s aggressive tariff moves, Owen’s bold $100K investment (and outdoor studio dream), and what this all means for long-term investors. In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: Trump’s tariff bombshell and its global market impact Owen’s $100K investment using equity release How Owen's timing the market went surprisingly well Owen is buying Costco (NASDAQ: COST) + WiseTech Global Ltd (WTC) Why diversification and long-term thinking still win Weekly investor mailbag How to build a core plus satellite with shares An Elon conspiracy theory If you love learning about global markets, investing strategies, and macroeconomic trends, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered Welcome & catching up during school holidays Markets in meltdown: ASX, S&P 500 & Nasdaq fall hard Owen’s $100K investment: humblebrag or genius move? Equity release strategy explained Baby Munger arrives: Charlie Derrimuth Rask is born Trump's tariff reversal: what it really means China’s response & global economic risks Drew’s view: trade wars, inflation & the American manufacturing revival Will tariffs help young Americans get jobs? The US vs China economic policy approach Backing American tech giants over government defence Apple, Google, Microsoft & the future of global dominance Bonus: Drew’s new mystery vehicle and Owen’s studio upgrade plan Resources for This Episode 📄 Learn More About US Tariffs & Trade Wars: Why Trump is using Tariffs – Owen’s article Owen’s $100,000 investment – what he bought 25 things Owen would teach his child Debt recycling and equity release explained ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss:

    • Trump’s tariff bombshell and its global market impact
    • Owen’s $100K investment using equity release
    • How Owen's timing the market went surprisingly well
    • Owen is buying Costco (NASDAQ: COST) + WiseTech Global Ltd (WTC)
    • Why diversification and long-term thinking still win
    • Weekly investor mailbag
    • How to build a core plus satellite with shares
    • An Elon conspiracy theory


    If you love learning about global markets, investing strategies, and macroeconomic trends, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!


    Follow us on Instagram and TikTok for more investing insights.


    Topics Covered

    • Welcome & catching up during school holidays
    • Markets in meltdown: ASX, S&P 500 & Nasdaq fall hard
    • Owen’s $100K investment: humblebrag or genius move?
    • Equity release strategy explained
    • Baby Munger arrives: Charlie Derrimuth Rask is born
    • Trump's tariff reversal: what it really means
    • China’s response & global economic risks
    • Drew’s view: trade wars, inflation & the American manufacturing revival
    • Will tariffs help young Americans get jobs?
    • The US vs China economic policy approach
    • Backing American tech giants over government defence
    • Apple, Google, Microsoft & the future of global dominance
    • Bonus: Drew’s new mystery vehicle and Owen’s studio upgrade plan


    Resources for This Episode

    📄 Learn More About US Tariffs & Trade Wars:


    ~~ Rask Resources ~~

    🔗 Explore all Rask services – https://bit.ly/R-services

    📋 Get Financial Planning – https://bit.ly/R-plan

    📈 Start investing with Rask – https://bit.ly/R-invest

    📜 Access Show Notes – https://bit.ly/R-notes

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

    📲 Follow us on social media:


    DISCLAIMER

    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.


    #Investing #Finance #AustralianInvestorsPodcast

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3762 no     Global Investing, AI, and the Russell 2000 (RSSL) – A Deep Dive with Billy Leung https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, host Owen Rask sits down with Billy Leung from Global X ETFs to discuss: Why global investing is more important than ever How AI is reshaping markets & investment strategies The role of the Russell 2000 (RSSL) Index in a diversified portfolio How investors can think about currency hedging for international exposure If you love learning about global markets & ETFs, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered Welcome & Introduction The Rise of AI & Its Impact on Investing Why Investors Should Think Globally Home Country Bias & How to Overcome It What Is the Russell 2000 (RSSL) & Why It Matters? How AI Could Unlock Mid-Cap Growth Currency Hedging Strategies for Global Investors Final Thoughts & Takeaways for Investors Resources for This Episode 📄 Learn More About These ETFs: Global X Russell 2000 ETF (RSSL): https://www.globalxetfs.com/funds/rssl/ Global X FANG+ ETF (FANG): https://www.globalxetfs.com.au/funds/fang/ ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER 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. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 09 Apr 2025 05:00:00 -0000 Global Investing, AI, and the Russell 2000 (RSSL) – A Deep Dive with Billy Zeng full Rask In this episode of The Australian Investors Podcast, Owen Rask is joined by Billy Zeng from Global X ETFs to explore the growing importance of global investing, AI’s impact on markets, and why the Russell 2000 (RSSL) Index could be a smart addition to investor portfolios. They also break down home country bias, the rise of small and mid-cap stocks, and how to think about currency hedging when investing internationally. In this Australian Investors Podcast episode, host Owen Rask sits down with Billy Leung from Global X ETFs to discuss: Why global investing is more important than ever How AI is reshaping markets & investment strategies The role of the Russell 2000 (RSSL) Index in a diversified portfolio How investors can think about currency hedging for international exposure If you love learning about global markets & ETFs, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered Welcome & Introduction The Rise of AI & Its Impact on Investing Why Investors Should Think Globally Home Country Bias & How to Overcome It What Is the Russell 2000 (RSSL) & Why It Matters? How AI Could Unlock Mid-Cap Growth Currency Hedging Strategies for Global Investors Final Thoughts & Takeaways for Investors Resources for This Episode 📄 Learn More About These ETFs: Global X Russell 2000 ETF (RSSL): https://www.globalxetfs.com/funds/rssl/ Global X FANG+ ETF (FANG): https://www.globalxetfs.com.au/funds/fang/ ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER 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. Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, host Owen Rask sits down with Billy Leung from Global X ETFs to discuss:

    • Why global investing is more important than ever
    • How AI is reshaping markets & investment strategies
    • The role of the Russell 2000 (RSSL) Index in a diversified portfolio
    • How investors can think about currency hedging for international exposure

    If you love learning about global markets & ETFs, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

    Follow us on Instagram and TikTok for more investing insights.

    Topics Covered

    • Welcome & Introduction
    • The Rise of AI & Its Impact on Investing
    • Why Investors Should Think Globally
    • Home Country Bias & How to Overcome It
    • What Is the Russell 2000 (RSSL) & Why It Matters?
    • How AI Could Unlock Mid-Cap Growth
    • Currency Hedging Strategies for Global Investors
    • Final Thoughts & Takeaways for Investors

    Resources for This Episode

    📄 Learn More About These ETFs:

    ~~ Rask Resources ~~

    🔗 Explore all Rask services – https://bit.ly/R-services

    📋 Get Financial Planning – https://bit.ly/R-plan

    📈 Start investing with Rask – https://bit.ly/R-invest

    📜 Access Show Notes – https://bit.ly/R-notes

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

    📲 Follow us on social media:

    DISCLAIMER

    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.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2117 no     🚨 ASX meltdown? How to protect yourself and your portfolio [SPECIAL] https://youtube.com/live/SBxxCavI2Lo The ASX 200 (ASX: XJO) price is crashing down 6.5%. Commonwealth Bank of Australia (ASX:CBA) share price is down 7.7%. BHP Group Ltd (ASX: BHP) share price is down 8%. VIDEO VERSION: https://youtube.com/live/SBxxCavI2Lo ASX 200 investors, what should you do in a market crash?! If you're watching the ASX 200 sell-off in fear, rest assured - at 12 noon today (MEL/SYD time), Chief Investment Officer Owen Rask will break down his 5-part market crash investing checklist. ✨ Resources ✨ Rask Invest portfolio: https://www.rask.com.au/rask-invest Join our community: https://community.rask.com.au Get financial advice: https://www.rask.com.au/advice Special guest Claude Walker: https://arichlife.com.au/ All information in this podcast is strictly general in nature. It is not personal financial advice as it does not take into account your needs, goals or objectives. So don’t act on it before speaking with your financial planner. Owen Raszkiewicz can be verified on asic.gov.au. He is the ultimate holder of AFSL 563907 and you can read Rask's Financial Services Guide at www.rask.com.au/fsg Investing can be risky and result in permanent capital loss. #investing #asx200 Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 07 Apr 2025 05:06:00 -0000 full Rask Owen took to the Rask airways to explain what's happened, why, and how to think about investing for the long run during this uncertainty. The ASX 200 (ASX: XJO) price is crashing down 6.5%. Commonwealth Bank of Australia (ASX:CBA) share price is down 7.7%. BHP Group Ltd (ASX: BHP) share price is down 8%. VIDEO VERSION: https://youtube.com/live/SBxxCavI2Lo ASX 200 investors, what should you do in a market crash?! If you're watching the ASX 200 sell-off in fear, rest assured - at 12 noon today (MEL/SYD time), Chief Investment Officer Owen Rask will break down his 5-part market crash investing checklist. ✨ Resources ✨ Rask Invest portfolio: https://www.rask.com.au/rask-invest Join our community: https://community.rask.com.au Get financial advice: https://www.rask.com.au/advice Special guest Claude Walker: https://arichlife.com.au/ All information in this podcast is strictly general in nature. It is not personal financial advice as it does not take into account your needs, goals or objectives. So don’t act on it before speaking with your financial planner. Owen Raszkiewicz can be verified on asic.gov.au. He is the ultimate holder of AFSL 563907 and you can read Rask's Financial Services Guide at www.rask.com.au/fsg Investing can be risky and result in permanent capital loss. #investing #asx200 Learn more about your ad choices. Visit megaphone.fm/adchoices The ASX 200 (ASX: XJO) price is crashing down 6.5%. Commonwealth Bank of Australia (ASX:CBA) share price is down 7.7%. BHP Group Ltd (ASX: BHP) share price is down 8%.


    VIDEO VERSION: https://youtube.com/live/SBxxCavI2Lo


    ASX 200 investors, what should you do in a market crash?!


    If you're watching the ASX 200 sell-off in fear, rest assured - at 12 noon today (MEL/SYD time), Chief Investment Officer Owen Rask will break down his 5-part market crash investing checklist.


    ✨ Resources ✨

    Rask Invest portfolio: https://www.rask.com.au/rask-invest

    Join our community: https://community.rask.com.au

    Get financial advice: https://www.rask.com.au/advice


    Special guest Claude Walker:

    https://arichlife.com.au/


    All information in this podcast is strictly general in nature. It is not personal financial advice as it does not take into account your needs, goals or objectives. So don’t act on it before speaking with your financial planner. Owen Raszkiewicz can be verified on asic.gov.au. He is the ultimate holder of AFSL 563907 and you can read Rask's Financial Services Guide at www.rask.com.au/fsg Investing can be risky and result in permanent capital loss.


    #investing #asx200

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     6103 no     Best Business Models & ASX + US Companies We'd Buy | 2-Sense with Owen & Drew https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ On this week's Australian Investors Podcast 2 Sense episode, your hosts Owen Rask and Drew Meredith discuss: The best business models in the world and why they work Why Pinnacle (ASX:PNI) stands out in Aussie funds management Apple & Microsoft: the power of platforms and ecosystems Which ASX and US companies Owen and Drew would buy and hold forever If you love learning about business quality, competitive advantages, and building high-performing portfolios, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – What makes a great business model: scalability, margins, customer stickiness – Why funds management used to be unbeatable (and what’s changed) – Pinnacle Investment Management (ASX:PNI) and the affiliate model explained – Apple’s ecosystem and Microsoft’s B2B dominance – The most profitable sectors by net margins – Which one ASX and one US company Owen & Drew would buy ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast #2Sense Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 04 Apr 2025 20:00:00 -0000 Best Business Models & ASX + US Companies We'd Buy | 2-Sense with Owen & Drew full Rask On this week's 2-Sense episode of the Australian Investors Podcast, Owen Rask and Drew Meredith share the best business models they've come across and explain why companies like Apple, Microsoft, and Pinnacle Investment Management (ASX:PNI) are such standout operators. They also reveal which ASX and US company they'd buy and hold long term. On this week's Australian Investors Podcast 2 Sense episode, your hosts Owen Rask and Drew Meredith discuss: The best business models in the world and why they work Why Pinnacle (ASX:PNI) stands out in Aussie funds management Apple & Microsoft: the power of platforms and ecosystems Which ASX and US companies Owen and Drew would buy and hold forever If you love learning about business quality, competitive advantages, and building high-performing portfolios, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – What makes a great business model: scalability, margins, customer stickiness – Why funds management used to be unbeatable (and what’s changed) – Pinnacle Investment Management (ASX:PNI) and the affiliate model explained – Apple’s ecosystem and Microsoft’s B2B dominance – The most profitable sectors by net margins – Which one ASX and one US company Owen & Drew would buy ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast #2Sense Learn more about your ad choices. Visit megaphone.fm/adchoices On this week's Australian Investors Podcast 2 Sense episode, your hosts Owen Rask and Drew Meredith discuss:

    • The best business models in the world and why they work
    • Why Pinnacle (ASX:PNI) stands out in Aussie funds management
    • Apple & Microsoft: the power of platforms and ecosystems
    • Which ASX and US companies Owen and Drew would buy and hold forever


    If you love learning about business quality, competitive advantages, and building high-performing portfolios, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!


    Follow us on Instagram and TikTok for more investing insights.


    Topics Covered

    – What makes a great business model: scalability, margins, customer stickiness

    – Why funds management used to be unbeatable (and what’s changed)

    – Pinnacle Investment Management (ASX:PNI) and the affiliate model explained

    – Apple’s ecosystem and Microsoft’s B2B dominance

    – The most profitable sectors by net margins

    – Which one ASX and one US company Owen & Drew would buy


    ~~ Rask Resources ~~

    🔗 Explore all Rask services – https://bit.ly/R-services

    📋 Get Financial Planning – https://bit.ly/R-plan

    📈 Start investing with Rask – https://bit.ly/R-invest

    📜 Access Show Notes – https://bit.ly/R-notes

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

    📲 Follow us on social media:


    DISCLAIMER

    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.


    #Investing #Finance #AustralianInvestorsPodcast #2Sense

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2085 no     PIMCO’s Mark Kiesel: Why This Is a Rare Moment for Bond Investors https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Mark Kiesel, PIMCO’s Chief Investment Officer of Global Credit. Together, they discuss: Why now could be a generational opportunity for bond investors Mark’s outlook on inflation, interest rates and the global economy PIMCO’s $2 trillion advantage and how it creates alpha in credit markets What airlines and housing trends are saying about the next economic slowdown If you love learning about bond investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered Mark’s visit to Australia and on-the-ground insights How PIMCO’s massive scale drives bond market advantage His famous 2006 call to sell his home pre-GFC Why inflation is likely to fall and bond markets may rally The “slimming down” theory and macroeconomic signals What airlines, autos and housing are telling us about sentiment Mark’s contrarian outlook and long-term investing mindset Resources for This Episode 📄 Learn More About Bond Investing & PIMCO’s Views: Opportunity Amid the Noise - Interview with Dan Ivascyn The “Magnificent 7” Reasons Why Now is a Good Time to Invest in Core Bonds ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast #Bonds #PIMCO #MarkKiesel Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 02 Apr 2025 04:00:00 -0000 PIMCO’s Mark Kiesel: Why This Is a Rare Moment for Bond Investors full Rask In this episode, Mark Kiesel, CIO of Global Credit at PIMCO, joins host Mitchell Sneddon to share how the bond giant sees rare opportunity in fixed income. Mark explains why now might be one of the best times in a decade for investors to reallocate to bonds, the macro shifts he’s watching, and how PIMCO uses its $2 trillion scale to gain unique insights and generate alpha. In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Mark Kiesel, PIMCO’s Chief Investment Officer of Global Credit. Together, they discuss: Why now could be a generational opportunity for bond investors Mark’s outlook on inflation, interest rates and the global economy PIMCO’s $2 trillion advantage and how it creates alpha in credit markets What airlines and housing trends are saying about the next economic slowdown If you love learning about bond investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered Mark’s visit to Australia and on-the-ground insights How PIMCO’s massive scale drives bond market advantage His famous 2006 call to sell his home pre-GFC Why inflation is likely to fall and bond markets may rally The “slimming down” theory and macroeconomic signals What airlines, autos and housing are telling us about sentiment Mark’s contrarian outlook and long-term investing mindset Resources for This Episode 📄 Learn More About Bond Investing & PIMCO’s Views: Opportunity Amid the Noise - Interview with Dan Ivascyn The “Magnificent 7” Reasons Why Now is a Good Time to Invest in Core Bonds ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast #Bonds #PIMCO #MarkKiesel Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Mark Kiesel, PIMCO’s Chief Investment Officer of Global Credit. Together, they discuss:

    • Why now could be a generational opportunity for bond investors
    • Mark’s outlook on inflation, interest rates and the global economy
    • PIMCO’s $2 trillion advantage and how it creates alpha in credit markets
    • What airlines and housing trends are saying about the next economic slowdown


    If you love learning about bond investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

    Follow us on Instagram and TikTok for more investing insights.


    Topics Covered

    • Mark’s visit to Australia and on-the-ground insights
    • How PIMCO’s massive scale drives bond market advantage
    • His famous 2006 call to sell his home pre-GFC
    • Why inflation is likely to fall and bond markets may rally
    • The “slimming down” theory and macroeconomic signals
    • What airlines, autos and housing are telling us about sentiment
    • Mark’s contrarian outlook and long-term investing mindset


    Resources for This Episode

    📄 Learn More About Bond Investing & PIMCO’s Views:


    ~~ Rask Resources ~~

    🔗 Explore all Rask services – https://bit.ly/R-services

    📋 Get Financial Planning – https://bit.ly/R-plan

    📈 Start investing with Rask – https://bit.ly/R-invest

    📜 Access Show Notes – https://bit.ly/R-notes

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

    📲 Follow us on social media:


    DISCLAIMER

    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.


    #Investing #Finance #AustralianInvestorsPodcast #Bonds #PIMCO #MarkKiesel

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2274 no     Our Best Investments Ever | 2-Sense with Owen & Drew https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ On this week's Australian Investors Podcast 2 Sense episode, your hosts Owen Rask and Drew Meredith, CFP® discuss: Their best investments ever and what they learned Why US tech (like TTD & PANW) has outperformed Aussie small caps How Pro Medicus (ASX:PME) became a 30-bagger The importance of position sizing, patience & letting winners run If you love learning about long-term investing and portfolio construction, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – What Drew and Owen learned from their best-ever investments – Why Pro Medicus (ASX:PME) is still in Owen's portfolio – The growth of Palo Alto Networks (NASDAQ:PANW) and Trade Desk (NASDAQ:TTD) – How ETFs helped outperform direct stock picks – The power of currency and global diversification – Portfolio rebalancing, patience & long-term compounding – What listeners can take away from 10+ year compounders Resources for This Episode 📄 ETFs Mentioned in This Episode: Betashares A200 ETF (ASX:A200) iShares S&P 500 ETF (ASX:IVV) ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast #2Sense Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 28 Mar 2025 20:00:00 -0000 Our Best Investments Ever | 2-Sense with Owen & Drew full Rask Owen Rask and Drew Meredith share their most successful investments ever on this week's 2 Sense episode. They break down Pro Medicus (ASX:PME), The Trade Desk (NASDAQ:TTD), and Palo Alto Networks (NASDAQ:PANW), and explore what made them standout winners, how they held on, and the key takeaways for long-term investors. On this week's Australian Investors Podcast 2 Sense episode, your hosts Owen Rask and Drew Meredith, CFP® discuss: Their best investments ever and what they learned Why US tech (like TTD & PANW) has outperformed Aussie small caps How Pro Medicus (ASX:PME) became a 30-bagger The importance of position sizing, patience & letting winners run If you love learning about long-term investing and portfolio construction, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – What Drew and Owen learned from their best-ever investments – Why Pro Medicus (ASX:PME) is still in Owen's portfolio – The growth of Palo Alto Networks (NASDAQ:PANW) and Trade Desk (NASDAQ:TTD) – How ETFs helped outperform direct stock picks – The power of currency and global diversification – Portfolio rebalancing, patience & long-term compounding – What listeners can take away from 10+ year compounders Resources for This Episode 📄 ETFs Mentioned in This Episode: Betashares A200 ETF (ASX:A200) iShares S&P 500 ETF (ASX:IVV) ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast #2Sense Learn more about your ad choices. Visit megaphone.fm/adchoices On this week's Australian Investors Podcast 2 Sense episode, your hosts Owen Rask and Drew Meredith, CFP® discuss:

    • Their best investments ever and what they learned
    • Why US tech (like TTD & PANW) has outperformed Aussie small caps
    • How Pro Medicus (ASX:PME) became a 30-bagger
    • The importance of position sizing, patience & letting winners run


    If you love learning about long-term investing and portfolio construction, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!


    Follow us on Instagram and TikTok for more investing insights.


    Topics Covered

    – What Drew and Owen learned from their best-ever investments

    – Why Pro Medicus (ASX:PME) is still in Owen's portfolio

    – The growth of Palo Alto Networks (NASDAQ:PANW) and Trade Desk (NASDAQ:TTD)

    – How ETFs helped outperform direct stock picks

    – The power of currency and global diversification

    – Portfolio rebalancing, patience & long-term compounding

    – What listeners can take away from 10+ year compounders


    Resources for This Episode

    📄 ETFs Mentioned in This Episode:


    ~~ Rask Resources ~~

    🔗 Explore all Rask services – https://bit.ly/R-services

    📋 Get Financial Planning – https://bit.ly/R-plan

    📈 Start investing with Rask – https://bit.ly/R-invest

    📜 Access Show Notes – https://bit.ly/R-notes

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

    📲 Follow us on social media:


    DISCLAIMER

    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.


    #Investing #Finance #AustralianInvestorsPodcast #2Sense

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2109 no     Unlocking value in deeply discounted LICs around the world https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ The Staude Capital Global Value Fund Limited (ASX: GVF) is a unique listed investment company for a few reasons. Firstly, it invests in heavily discounted investment vehicles all over the world. There’s no other ASX listed vehicle that does this (to our knowledge anyway). And secondly, they are a husband and wife team who have just celebrated the funds ten year anniversary. In this episode we dive deep on the investment philosophy that has seen the fund return over 11%pa since inception. How they find and evaluate opportunities and how you can take their approach to find quality, undervalued opportunities in the Australian listed investment company space as well. We loved this episode and hope you do too.  Additional resources: Link to the GVF website GVF celebrates ten years - a recap Ratings house, Lonsec’s independent review of GVF The Association of Investment Companies - for those interested in the LICs scene in the UK Ice breakers What ignited the spark for Emma and Miles to start investing Who were or are still your mentors? How does a husband and wife team end up saying “hey let’s do this together” Your process The GVF investment process through the lens of the analysis of the company's performance. How do these investors in listed investment companies unlock the value that is in the discount? Deep value often appears in sectors or geographies all at the one time, how do they think about portfolio weights and balancing exposures in these opportunities? What is the turnover of the GVF portfolio? How do you balance the duration of a possible investment in your portfolio? How should someone view GVF in terms of asset allocation? Advice for the Australian LIC investor: How does Australia compare to other countries when it comes to closed ended listed investment vehicles. Why should the individual investor look at the UK as their first stop when looking outside Australia for LICs What are the top things to look for when selecting a listed investment company (LIC) in Australia Personal reflections: What character traits in each other do you most admire when it comes to building a company together? What advice would you go back and give your younger self? We’re going for lunch anywhere in the world, where are we going? Rask Resources All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan  Invest with us: https://bit.ly/R-invest  Access Show Notes: https://bit.ly/R-notes  Ask a question: https://bit.ly/R-quest  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 26 Mar 2025 04:00:00 -0000 Unlocking value in deeply discounted LICs around the world full Rask In this episode we dive deep on the investment philosophy that has seen the fund return over 11%pa since inception. How they find and evaluate opportunities and how you can take their approach to find quality, undervalued opportunities in the Australian listed investment company space as well. The Staude Capital Global Value Fund Limited (ASX: GVF) is a unique listed investment company for a few reasons. Firstly, it invests in heavily discounted investment vehicles all over the world. There’s no other ASX listed vehicle that does this (to our knowledge anyway). And secondly, they are a husband and wife team who have just celebrated the funds ten year anniversary. In this episode we dive deep on the investment philosophy that has seen the fund return over 11%pa since inception. How they find and evaluate opportunities and how you can take their approach to find quality, undervalued opportunities in the Australian listed investment company space as well. We loved this episode and hope you do too.  Additional resources: Link to the GVF website GVF celebrates ten years - a recap Ratings house, Lonsec’s independent review of GVF The Association of Investment Companies - for those interested in the LICs scene in the UK Ice breakers What ignited the spark for Emma and Miles to start investing Who were or are still your mentors? How does a husband and wife team end up saying “hey let’s do this together” Your process The GVF investment process through the lens of the analysis of the company's performance. How do these investors in listed investment companies unlock the value that is in the discount? Deep value often appears in sectors or geographies all at the one time, how do they think about portfolio weights and balancing exposures in these opportunities? What is the turnover of the GVF portfolio? How do you balance the duration of a possible investment in your portfolio? How should someone view GVF in terms of asset allocation? Advice for the Australian LIC investor: How does Australia compare to other countries when it comes to closed ended listed investment vehicles. Why should the individual investor look at the UK as their first stop when looking outside Australia for LICs What are the top things to look for when selecting a listed investment company (LIC) in Australia Personal reflections: What character traits in each other do you most admire when it comes to building a company together? What advice would you go back and give your younger self? We’re going for lunch anywhere in the world, where are we going? Rask Resources All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan  Invest with us: https://bit.ly/R-invest  Access Show Notes: https://bit.ly/R-notes  Ask a question: https://bit.ly/R-quest  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices The Staude Capital Global Value Fund Limited (ASX: GVF) is a unique listed investment company for a few reasons. Firstly, it invests in heavily discounted investment vehicles all over the world. There’s no other ASX listed vehicle that does this (to our knowledge anyway). And secondly, they are a husband and wife team who have just celebrated the funds ten year anniversary.


    In this episode we dive deep on the investment philosophy that has seen the fund return over 11%pa since inception. How they find and evaluate opportunities and how you can take their approach to find quality, undervalued opportunities in the Australian listed investment company space as well.


    We loved this episode and hope you do too. 


    Additional resources:

    Link to the GVF website

    GVF celebrates ten years - a recap

    Ratings house, Lonsec’s independent review of GVF

    The Association of Investment Companies - for those interested in the LICs scene in the UK


    Ice breakers

    • What ignited the spark for Emma and Miles to start investing
    • Who were or are still your mentors?
    • How does a husband and wife team end up saying “hey let’s do this together”

    Your process

    • The GVF investment process through the lens of the analysis of the company's performance.
    • How do these investors in listed investment companies unlock the value that is in the discount?
    • Deep value often appears in sectors or geographies all at the one time, how do they think about portfolio weights and balancing exposures in these opportunities?
    • What is the turnover of the GVF portfolio? How do you balance the duration of a possible investment in your portfolio?
    • How should someone view GVF in terms of asset allocation?

    Advice for the Australian LIC investor:

    • How does Australia compare to other countries when it comes to closed ended listed investment vehicles.
    • Why should the individual investor look at the UK as their first stop when looking outside Australia for LICs
    • What are the top things to look for when selecting a listed investment company (LIC) in Australia

    Personal reflections:

    • What character traits in each other do you most admire when it comes to building a company together?
    • What advice would you go back and give your younger self?
    • We’re going for lunch anywhere in the world, where are we going?


    Rask Resources

    All services: https://bit.ly/R-services

    Financial Planning: https://bit.ly/R-plan 

    Invest with us: https://bit.ly/R-invest 

    Access Show Notes: https://bit.ly/R-notes 

    Ask a question: https://bit.ly/R-quest 


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3802 no     Bitcoin ETFs Explained: How to Invest in Crypto with EBTC https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this episode of The Australian Investors Podcast, Mark Jocum, Senior Product & Investment Strategist at Global X ETFs Australia, explores the world of Bitcoin ETFs. They cover: What Bitcoin ETFs are and how they work The benefits of using an ETF instead of buying Bitcoin directly How Global X’s EBTC ETF provides crypto exposure The risks and fees associated with Bitcoin ETFs How to decide if a Bitcoin ETF belongs in your portfolio Different ways investors use Bitcoin ETFs for diversification If you enjoy this episode, subscribe for more on Apple, Spotify, YouTube, or wherever you get your podcasts! Follow us on Instagram and TikTok for more investing insights. Topics Covered Welcome & Introduction Who is Mark Joachim & What is Global X? What are Bitcoin ETFs and how do they work? How Bitcoin ETFs compare to buying crypto directly Why institutional investors are moving into Bitcoin ETFs How EBTC is structured and what investors need to know The role of custodians like Coinbase in securing Bitcoin Understanding Bitcoin ETF fees & risks How Bitcoin ETFs fit into an investment portfolio Final thoughts and how to learn more Resources for this episode 📄 Learn more about Bitcoin ETFs & EBTC: EBTC - Global X Bitcoin ETF 📄 More about Global X ETFs: Global X ETFs Australia ~~ Show partner resources ~~ 💰 Join Pearler using code “RASK” for $15 of Pearler Credit - Sign up here 📊 Get 50% off your first two months using PocketSmith - Try it now 📈 View BetaShares' full range of funds - See more ~~ Rask resources ~~ 🔗 Explore all Rask services - Click here 📋 Learn about Rask Financial Planning - Find out more 📈 Start investing with Rask - Get started 📜 Access Show Notes - Read more ❓ Ask a question (select the Finance Podcast) - Submit here 📲 Follow us on social media: 📸 Instagram: @rask.invest 🎵 TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. It does not take into account your personal objectives, financial situation, or needs. Always consider whether the information is appropriate to your circumstances before making investment decisions. If you’re unsure, consult a licensed financial planner. We do not guarantee the accuracy of the information in this podcast, including financial, taxation, and legal details. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial adviser, or financial planner. Access The Rask Group's Financial Services Guide (FSG) for more information. #invest #RaskInvest #ASX #bitcoin #ETF Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 24 Mar 2025 04:00:00 -0000 Bitcoin ETFs Explained: How to Invest in Crypto with EBTC full Rask Discover how Bitcoin ETFs work, why they’re growing in popularity, and how EBTC by Global X makes crypto investing simple. In this episode of The Australian Investors Podcast, Mark Jocum, Senior Product & Investment Strategist at Global X ETFs Australia, explores the world of Bitcoin ETFs. They cover: What Bitcoin ETFs are and how they work The benefits of using an ETF instead of buying Bitcoin directly How Global X’s EBTC ETF provides crypto exposure The risks and fees associated with Bitcoin ETFs How to decide if a Bitcoin ETF belongs in your portfolio Different ways investors use Bitcoin ETFs for diversification If you enjoy this episode, subscribe for more on Apple, Spotify, YouTube, or wherever you get your podcasts! Follow us on Instagram and TikTok for more investing insights. Topics Covered Welcome & Introduction Who is Mark Joachim & What is Global X? What are Bitcoin ETFs and how do they work? How Bitcoin ETFs compare to buying crypto directly Why institutional investors are moving into Bitcoin ETFs How EBTC is structured and what investors need to know The role of custodians like Coinbase in securing Bitcoin Understanding Bitcoin ETF fees & risks How Bitcoin ETFs fit into an investment portfolio Final thoughts and how to learn more Resources for this episode 📄 Learn more about Bitcoin ETFs & EBTC: EBTC - Global X Bitcoin ETF 📄 More about Global X ETFs: Global X ETFs Australia ~~ Show partner resources ~~ 💰 Join Pearler using code “RASK” for $15 of Pearler Credit - Sign up here 📊 Get 50% off your first two months using PocketSmith - Try it now 📈 View BetaShares' full range of funds - See more ~~ Rask resources ~~ 🔗 Explore all Rask services - Click here 📋 Learn about Rask Financial Planning - Find out more 📈 Start investing with Rask - Get started 📜 Access Show Notes - Read more ❓ Ask a question (select the Finance Podcast) - Submit here 📲 Follow us on social media: 📸 Instagram: @rask.invest 🎵 TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. It does not take into account your personal objectives, financial situation, or needs. Always consider whether the information is appropriate to your circumstances before making investment decisions. If you’re unsure, consult a licensed financial planner. We do not guarantee the accuracy of the information in this podcast, including financial, taxation, and legal details. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial adviser, or financial planner. Access The Rask Group's Financial Services Guide (FSG) for more information. #invest #RaskInvest #ASX #bitcoin #ETF Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of The Australian Investors Podcast, Mark Jocum, Senior Product & Investment Strategist at Global X ETFs Australia, explores the world of Bitcoin ETFs.

    They cover:

    • What Bitcoin ETFs are and how they work
    • The benefits of using an ETF instead of buying Bitcoin directly
    • How Global X’s EBTC ETF provides crypto exposure
    • The risks and fees associated with Bitcoin ETFs
    • How to decide if a Bitcoin ETF belongs in your portfolio
    • Different ways investors use Bitcoin ETFs for diversification

    If you enjoy this episode, subscribe for more on Apple, Spotify, YouTube, or wherever you get your podcasts!

    Follow us on Instagram and TikTok for more investing insights.

    Topics Covered

    • Welcome & Introduction
    • Who is Mark Joachim & What is Global X?
    • What are Bitcoin ETFs and how do they work?
    • How Bitcoin ETFs compare to buying crypto directly
    • Why institutional investors are moving into Bitcoin ETFs
    • How EBTC is structured and what investors need to know
    • The role of custodians like Coinbase in securing Bitcoin
    • Understanding Bitcoin ETF fees & risks
    • How Bitcoin ETFs fit into an investment portfolio
    • Final thoughts and how to learn more

    Resources for this episode

    📄 Learn more about Bitcoin ETFs & EBTC:

    EBTC - Global X Bitcoin ETF

    📄 More about Global X ETFs:

    Global X ETFs Australia

    ~~ Show partner resources ~~

    💰 Join Pearler using code “RASK” for $15 of Pearler Credit - Sign up here

    📊 Get 50% off your first two months using PocketSmith - Try it now

    📈 View BetaShares' full range of funds - See more

    ~~ Rask resources ~~

    🔗 Explore all Rask services - Click here

    📋 Learn about Rask Financial Planning - Find out more

    📈 Start investing with Rask - Get started

    📜 Access Show Notes - Read more

    ❓ Ask a question (select the Finance Podcast) - Submit here

    📲 Follow us on social media:

    📸 Instagram: @rask.invest

    🎵 TikTok: @rask.invest

    DISCLAIMER

    This podcast contains general financial information only. It does not take into account your personal objectives, financial situation, or needs. Always consider whether the information is appropriate to your circumstances before making investment decisions.

    If you’re unsure, consult a licensed financial planner. We do not guarantee the accuracy of the information in this podcast, including financial, taxation, and legal details. Remember, past performance is not a reliable indicator of future performance.

    The Rask Group is NOT a qualified tax accountant, financial adviser, or financial planner. Access The Rask Group's Financial Services Guide (FSG) for more information.

    #invest #RaskInvest #ASX #bitcoin #ETF


    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     692 no     Market timing, tools for ETF investors & $10,000 update, ft. Rask's Head of Advice Gemma Mitchell https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this episode, Owen Rask is joined by Gemma Mitchell, Rask's Head of Advice, who steps in for Drew Meredith while he is away. This week, Gemma & Owen are answering your questions, plus a quick update on how the $10,000 portfolios. Topics covered today: What are buybacks, and why do companies offer them? Diversifying inside vs. outside super Optimising dollar-cost averaging What is momentum investing? How to identify crossovers in your ETFs' asset allocations Resources for this episode Rask financial advice: https://www.rask.com.au/advice/ ETF fund compare- Compare ETFs - Fund Comparison Tool | Vanguard Ask a question (select the Investment podcast): https://bit.ly/R-quest  ~~ Rask resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan  Invest with us: https://bit.ly/R-invest  Access Show Notes: https://bit.ly/R-notes  Ask a question: https://bit.ly/R-quest  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 21 Mar 2025 20:00:00 -0000 Market timing, tools for ETF investors & $10,000 update, ft. Rask's Head of Advice Gemma Mitchell full Rask Owen is joined by Gemma Mitchell, Head of Advice, to talk buybacks, Q&A, ETF tools & more. In this episode, Owen Rask is joined by Gemma Mitchell, Rask's Head of Advice, who steps in for Drew Meredith while he is away. This week, Gemma & Owen are answering your questions, plus a quick update on how the $10,000 portfolios. Topics covered today: What are buybacks, and why do companies offer them? Diversifying inside vs. outside super Optimising dollar-cost averaging What is momentum investing? How to identify crossovers in your ETFs' asset allocations Resources for this episode Rask financial advice: https://www.rask.com.au/advice/ ETF fund compare- Compare ETFs - Fund Comparison Tool | Vanguard Ask a question (select the Investment podcast): https://bit.ly/R-quest  ~~ Rask resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan  Invest with us: https://bit.ly/R-invest  Access Show Notes: https://bit.ly/R-notes  Ask a question: https://bit.ly/R-quest  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode, Owen Rask is joined by Gemma Mitchell, Rask's Head of Advice, who steps in for Drew Meredith while he is away.

    This week, Gemma & Owen are answering your questions, plus a quick update on how the $10,000 portfolios.


    Topics covered today:

    • What are buybacks, and why do companies offer them?
    • Diversifying inside vs. outside super
    • Optimising dollar-cost averaging
    • What is momentum investing?
    • How to identify crossovers in your ETFs' asset allocations


    Resources for this episode


    ~~ Rask resources ~~

    All services: https://bit.ly/R-services

    Financial Planning: https://bit.ly/R-plan 

    Invest with us: https://bit.ly/R-invest 

    Access Show Notes: https://bit.ly/R-notes 

    Ask a question: https://bit.ly/R-quest 


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2954     Building Better Portfolios with Fixed Income & ETFs – PIMCO’s Kanish Chugh https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Introduction In this Australian Investors Podcast episode, your host Owen Rask is joined by Kanish Chugh, Head of ETF Sales at PIMCO Australia, to discuss: The role of fixed income in a portfolio How ETFs provide professional-grade access to bonds PIMCO’s new range of fixed income ETFs Why now might be the right time to allocate more to bonds This is a sponsored episode If you love learning about ETFs, bonds, and portfolio construction, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered Welcome & Introduction Who is PIMCO? Understanding the Global Investment Giant Why Fixed Income ETFs Matter More Than Ever How Bonds Work & Their Role in a Portfolio PIMCO’s New Fixed Income ETF Range The Case for Bonds in 2025 & Market Outlook Final Thoughts & How to Learn More Resources for This Episode 📄 Explore PIMCO’s Fixed Income ETFs & Bond Insights: PIMCO's Australian Website: https://bit.ly/3FyV7vb See PIMCO's Current ETF Offerings: https://bit.ly/4bXhUNo ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER 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. #Investing #ETFs #FixedIncome #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 19 Mar 2025 04:00:00 -0000 Building Better Portfolios with Fixed Income & ETFs – PIMCO’s Kanish Chugh full Rask Discover why fixed income ETFs are becoming a core portfolio component in 2025. PIMCO’s Kanish Chugh joins the show to discuss bond markets, ETF innovation, and how investors can use bonds for income, diversification, and capital stability. Introduction In this Australian Investors Podcast episode, your host Owen Rask is joined by Kanish Chugh, Head of ETF Sales at PIMCO Australia, to discuss: The role of fixed income in a portfolio How ETFs provide professional-grade access to bonds PIMCO’s new range of fixed income ETFs Why now might be the right time to allocate more to bonds This is a sponsored episode If you love learning about ETFs, bonds, and portfolio construction, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered Welcome & Introduction Who is PIMCO? Understanding the Global Investment Giant Why Fixed Income ETFs Matter More Than Ever How Bonds Work & Their Role in a Portfolio PIMCO’s New Fixed Income ETF Range The Case for Bonds in 2025 & Market Outlook Final Thoughts & How to Learn More Resources for This Episode 📄 Explore PIMCO’s Fixed Income ETFs & Bond Insights: PIMCO's Australian Website: https://bit.ly/3FyV7vb See PIMCO's Current ETF Offerings: https://bit.ly/4bXhUNo ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER 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. #Investing #ETFs #FixedIncome #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Introduction

    In this Australian Investors Podcast episode, your host Owen Rask is joined by Kanish Chugh, Head of ETF Sales at PIMCO Australia, to discuss:


    • The role of fixed income in a portfolio
    • How ETFs provide professional-grade access to bonds
    • PIMCO’s new range of fixed income ETFs
    • Why now might be the right time to allocate more to bonds

    This is a sponsored episode


    If you love learning about ETFs, bonds, and portfolio construction, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

    Follow us on Instagram and TikTok for more investing insights.


    Topics Covered

    • Welcome & Introduction
    • Who is PIMCO? Understanding the Global Investment Giant
    • Why Fixed Income ETFs Matter More Than Ever
    • How Bonds Work & Their Role in a Portfolio
    • PIMCO’s New Fixed Income ETF Range
    • The Case for Bonds in 2025 & Market Outlook
    • Final Thoughts & How to Learn More


    Resources for This Episode

    📄 Explore PIMCO’s Fixed Income ETFs & Bond Insights:



    ~~ Rask Resources ~~


    🔗 Explore all Rask services – https://bit.ly/R-services


    📋 Get Financial Planning – https://bit.ly/R-plan


    📈 Start investing with Rask – https://bit.ly/R-invest


    📜 Access Show Notes – https://bit.ly/R-notes


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

    📲 Follow us on social media:



    DISCLAIMER

    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.

    #Investing #ETFs #FixedIncome #AustralianInvestorsPodcast

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2959 no     Is CSL a Buy? Iron Ore, Gold & Portfolio Lessons https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: CSL stock – is it a buy at these levels? Iron ore prices holding strong at $100 per tonne Gold’s massive rally – what’s driving it? Portfolio positioning during a volatile market Lessons from past market crashes – are we in for another GFC? If you love learning about investing and market trends, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered & Timestamps 0:00 – Welcome & Introduction 4:15 – CSL Stock: Is It a Buy? 12:30 – Iron Ore Prices Holding at $100 per Tonne 18:45 – Gold Surges – Should Investors Be Paying Attention? 27:10 – Is This Another Financial Crisis? 34:55 – Portfolio Lessons from Market Downturns 45:20 – Market Predictions & Final Thoughts Resources for This Episode 📄 Learn More About This Topic: Baby Boomers Face Lasting Retirement Hit In Extended Stock Rout – Bloomberg Mnuchin Discounts US Recession, Says Stock Retreat ‘Makes Sense’ – Bloomberg Rask $10,000 Portfolio Challenge – Rask Media ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 14 Mar 2025 20:00:00 -0000 Is CSL a Buy? Iron Ore, Gold & Portfolio Lessons full Rask The stock market is facing volatility, with gold surging and CSL under scrutiny. In this episode, Owen Rask and Drew Meredith discuss iron ore prices, portfolio strategies, and whether this is a true financial crisis or just another correction. In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: CSL stock – is it a buy at these levels? Iron ore prices holding strong at $100 per tonne Gold’s massive rally – what’s driving it? Portfolio positioning during a volatile market Lessons from past market crashes – are we in for another GFC? If you love learning about investing and market trends, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered & Timestamps 0:00 – Welcome & Introduction 4:15 – CSL Stock: Is It a Buy? 12:30 – Iron Ore Prices Holding at $100 per Tonne 18:45 – Gold Surges – Should Investors Be Paying Attention? 27:10 – Is This Another Financial Crisis? 34:55 – Portfolio Lessons from Market Downturns 45:20 – Market Predictions & Final Thoughts Resources for This Episode 📄 Learn More About This Topic: Baby Boomers Face Lasting Retirement Hit In Extended Stock Rout – Bloomberg Mnuchin Discounts US Recession, Says Stock Retreat ‘Makes Sense’ – Bloomberg Rask $10,000 Portfolio Challenge – Rask Media ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss:

    • CSL stock – is it a buy at these levels?
    • Iron ore prices holding strong at $100 per tonne
    • Gold’s massive rally – what’s driving it?
    • Portfolio positioning during a volatile market
    • Lessons from past market crashes – are we in for another GFC?

    If you love learning about investing and market trends, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

    Follow us on Instagram and TikTok for more investing insights.

    Topics Covered & Timestamps

    0:00 – Welcome & Introduction

    4:15 – CSL Stock: Is It a Buy?

    12:30 – Iron Ore Prices Holding at $100 per Tonne

    18:45 – Gold Surges – Should Investors Be Paying Attention?

    27:10 – Is This Another Financial Crisis?

    34:55 – Portfolio Lessons from Market Downturns

    45:20 – Market Predictions & Final Thoughts

    Resources for This Episode

    📄 Learn More About This Topic:

    • Baby Boomers Face Lasting Retirement Hit In Extended Stock Rout – Bloomberg
    • Mnuchin Discounts US Recession, Says Stock Retreat ‘Makes Sense’ – Bloomberg
    • Rask $10,000 Portfolio Challenge – Rask Media

    ~~ Rask Resources ~~

    🔗 Explore all Rask services – https://bit.ly/R-services

    📋 Get Financial Planning – https://bit.ly/R-plan

    📈 Start investing with Rask – https://bit.ly/R-invest

    📜 Access Show Notes – https://bit.ly/R-notes

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

    📲 Follow us on social media:

    DISCLAIMER

    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.

    #Investing #Finance #AustralianInvestorsPodcast



    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3225 no     David Tagg: Unlocking Private Credit, Income & Investment Opportunities https://www.raskmedia.com.au/2025/03/13/private-credit-explained/ In this Australian Investors Podcast episode, your host Owen Rask speaks with David Tagg, Head of Investments at La Trobe Financial, about the booming private credit market. They discuss: What private credit is and why it’s gaining popularity How investors can earn passive income with private credit The risks and opportunities in alternative investments How private credit compares to traditional fixed income and equities If you like this Australian Investors Podcast episode on private credit investing, subscribe for weekly episodes on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered & Timestamps 0:00 – Welcome & Introduction 5:15 – What is Private Credit & Why Does it Matter? 10:45 – The Growth of Private Credit After the GFC 15:30 – Private Credit vs Traditional Investments 20:20 – Income Generation & Risk in Private Credit 25:40 – The Role of Private Credit in a Portfolio 30:10 – How Interest Rates Impact Private Credit 35:00 – Understanding La Trobe Financial’s Investment Approach 40:20 – How Investors Can Access Private Credit 45:10 – Future Trends in Private Credit & Alternative Investing 50:00 – Final Thoughts & How to Learn More Resources for This Episode 📄 Learn More About Private Credit & Income Investing: La Trobe Financial - https://www.latrobefinancial.com.au/?utm_source=rask ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Learn about Rask Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest RASK DISCLAIMER 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. LATROBE DISCLAIMER - https://www.raskmedia.com.au/2025/03/13/private-credit-explained/ #PrivateCredit #Investing #Income Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 13 Mar 2025 00:32:00 -0000 David Tagg: Unlocking Private Credit, Income & Investment Opportunities full Rask David Tagg: Unlocking Private Credit, Income & Investment Opportunities In this Australian Investors Podcast episode, your host Owen Rask speaks with David Tagg, Head of Investments at La Trobe Financial, about the booming private credit market. They discuss: What private credit is and why it’s gaining popularity How investors can earn passive income with private credit The risks and opportunities in alternative investments How private credit compares to traditional fixed income and equities If you like this Australian Investors Podcast episode on private credit investing, subscribe for weekly episodes on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered & Timestamps 0:00 – Welcome & Introduction 5:15 – What is Private Credit & Why Does it Matter? 10:45 – The Growth of Private Credit After the GFC 15:30 – Private Credit vs Traditional Investments 20:20 – Income Generation & Risk in Private Credit 25:40 – The Role of Private Credit in a Portfolio 30:10 – How Interest Rates Impact Private Credit 35:00 – Understanding La Trobe Financial’s Investment Approach 40:20 – How Investors Can Access Private Credit 45:10 – Future Trends in Private Credit & Alternative Investing 50:00 – Final Thoughts & How to Learn More Resources for This Episode 📄 Learn More About Private Credit & Income Investing: La Trobe Financial - https://www.latrobefinancial.com.au/?utm_source=rask ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Learn about Rask Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest RASK DISCLAIMER 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. LATROBE DISCLAIMER - https://www.raskmedia.com.au/2025/03/13/private-credit-explained/ #PrivateCredit #Investing #Income Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Rask speaks with David Tagg, Head of Investments at La Trobe Financial, about the booming private credit market. They discuss:

    • What private credit is and why it’s gaining popularity
    • How investors can earn passive income with private credit
    • The risks and opportunities in alternative investments
    • How private credit compares to traditional fixed income and equities

    If you like this Australian Investors Podcast episode on private credit investing, subscribe for weekly episodes on Apple, Spotify, or YouTube!

    Follow us on Instagram and TikTok for more investing insights.

    Topics Covered & Timestamps

    0:00 – Welcome & Introduction

    5:15 – What is Private Credit & Why Does it Matter?

    10:45 – The Growth of Private Credit After the GFC

    15:30 – Private Credit vs Traditional Investments

    20:20 – Income Generation & Risk in Private Credit

    25:40 – The Role of Private Credit in a Portfolio

    30:10 – How Interest Rates Impact Private Credit

    35:00 – Understanding La Trobe Financial’s Investment Approach

    40:20 – How Investors Can Access Private Credit

    45:10 – Future Trends in Private Credit & Alternative Investing

    50:00 – Final Thoughts & How to Learn More

    Resources for This Episode

    📄 Learn More About Private Credit & Income Investing:

    • La Trobe Financial - https://www.latrobefinancial.com.au/?utm_source=rask

    ~~ Rask Resources ~~

    🔗 Explore all Rask services – https://bit.ly/R-services

    📋 Learn about Rask Financial Planning – https://bit.ly/R-plan

    📈 Start investing with Rask – https://bit.ly/R-invest

    📜 Access Show Notes – https://bit.ly/R-notes

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

    📲 Follow us on social media:

    RASK DISCLAIMER

    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.

    LATROBE DISCLAIMER - https://www.raskmedia.com.au/2025/03/13/private-credit-explained/

    #PrivateCredit #Investing #Income

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2692 no     Australian ETFs to hit $300 billion & is Computershare (ASX:CPU) a buy? https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Will ASX ETFs hit $300 billion in total investments in 2025? Is Computershare Ltd (ASX: CPU) a good stock to buy? Time to buy RPMGlobal Holdings Ltd (ASX: RUL)? On this episode of The Australian Investors Podcast, Owen Rask is joined by Drew Meredith, CFP, for questions and answers, where they would invest a massive lump sum, how to invest in private markets via an SMSF, discuss the opportunity within active small cap ETFs like FCAP, and more. ~~ Episode resources ~~ $10,000 portfolio challenge: https://www.raskmedia.com.au/portfolio ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg #ASX #investing Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 07 Mar 2025 20:00:00 -0000 Australian ETFs to hit $300 billion & is Computershare (ASX:CPU) a buy? full Rask On this episode of The Australian Investors Podcast, Owen Rask is joined by Drew Meredith, CFP, for questions and answers, where they would invest a massive lump sum, how to invest in private markets via an SMSF, discuss the opportunity within active small cap ETFs like FCAP, and more. Will ASX ETFs hit $300 billion in total investments in 2025? Is Computershare Ltd (ASX: CPU) a good stock to buy? Time to buy RPMGlobal Holdings Ltd (ASX: RUL)? On this episode of The Australian Investors Podcast, Owen Rask is joined by Drew Meredith, CFP, for questions and answers, where they would invest a massive lump sum, how to invest in private markets via an SMSF, discuss the opportunity within active small cap ETFs like FCAP, and more. ~~ Episode resources ~~ $10,000 portfolio challenge: https://www.raskmedia.com.au/portfolio ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg #ASX #investing Learn more about your ad choices. Visit megaphone.fm/adchoices Will ASX ETFs hit $300 billion in total investments in 2025? Is Computershare Ltd (ASX: CPU) a good stock to buy? Time to buy RPMGlobal Holdings Ltd (ASX: RUL)?


    On this episode of The Australian Investors Podcast, Owen Rask is joined by Drew Meredith, CFP, for questions and answers, where they would invest a massive lump sum, how to invest in private markets via an SMSF, discuss the opportunity within active small cap ETFs like FCAP, and more.


    ~~ Episode resources ~~

    $10,000 portfolio challenge: https://www.raskmedia.com.au/portfolio


    ~~ Rask Resources ~~

    All services: https://bit.ly/R-services

    Financial Planning: https://bit.ly/R-plan

    Invest with us: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Ask a question: https://bit.ly/R-quest


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    #ASX #investing

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3408 no     Gold, gold & more gold - can the gold price rally continue? https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Is the gold price rally sustainable? What are the best gold ETFs? In this Australian Investors Podcast episode, your host Owen Rask, Chief Investment Officer of Rask, speaks with Global X ETFs Australia's Marc Jocum about everything gold investing related.  If you like gold investing, crypto or learning how to build an 'All Weather' portfolio, discover this episode on gold investing and gold ETFs. If you think this Australian Investors Podcast episode is spot on, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. This is a sponsored episode of The Australian Investors Podcast by long-time partner, Global X ETFs Australia. Topics covered today: Why did gold rally 30% in 2024? Gold price drivers How do gold ETFs work? What's the difference between GOLD and GXLD from Global X? Is gold a defensive or growth investment?  Didn't Warren Buffett buy gold? Resources for this episode Learn more about Global X's GOLD ETFs Ask a question about gold investing (select the Investors podcast) Rask Resources All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan  Invest with us: https://bit.ly/R-invest  Access Show Notes: https://bit.ly/R-notes  Ask a question: https://bit.ly/R-quest  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg #stockmarket #gold Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 05 Mar 2025 04:00:00 -0000 Gold, gold & more gold - can the gold price rally continue? full Rask In this Australian Investors Podcast episode, discover why gold ETFs are surging and why the gold price is rocketing higher, with Global X ETFs Australia's Marc Jocum. Is the gold price rally sustainable? What are the best gold ETFs? In this Australian Investors Podcast episode, your host Owen Rask, Chief Investment Officer of Rask, speaks with Global X ETFs Australia's Marc Jocum about everything gold investing related.  If you like gold investing, crypto or learning how to build an 'All Weather' portfolio, discover this episode on gold investing and gold ETFs. If you think this Australian Investors Podcast episode is spot on, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. This is a sponsored episode of The Australian Investors Podcast by long-time partner, Global X ETFs Australia. Topics covered today: Why did gold rally 30% in 2024? Gold price drivers How do gold ETFs work? What's the difference between GOLD and GXLD from Global X? Is gold a defensive or growth investment?  Didn't Warren Buffett buy gold? Resources for this episode Learn more about Global X's GOLD ETFs Ask a question about gold investing (select the Investors podcast) Rask Resources All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan  Invest with us: https://bit.ly/R-invest  Access Show Notes: https://bit.ly/R-notes  Ask a question: https://bit.ly/R-quest  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg #stockmarket #gold Learn more about your ad choices. Visit megaphone.fm/adchoices Is the gold price rally sustainable? What are the best gold ETFs? In this Australian Investors Podcast episode, your host Owen Rask, Chief Investment Officer of Rask, speaks with Global X ETFs Australia's Marc Jocum about everything gold investing related. 


    If you like gold investing, crypto or learning how to build an 'All Weather' portfolio, discover this episode on gold investing and gold ETFs.


    If you think this Australian Investors Podcast episode is spot on, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.


    This is a sponsored episode of The Australian Investors Podcast by long-time partner, Global X ETFs Australia.


    Topics covered today:

    1. Why did gold rally 30% in 2024?
    2. Gold price drivers
    3. How do gold ETFs work?
    4. What's the difference between GOLD and GXLD from Global X?
    5. Is gold a defensive or growth investment? 
    6. Didn't Warren Buffett buy gold?


    Resources for this episode


    Rask Resources

    All services: https://bit.ly/R-services

    Financial Planning: https://bit.ly/R-plan 

    Invest with us: https://bit.ly/R-invest 

    Access Show Notes: https://bit.ly/R-notes 

    Ask a question: https://bit.ly/R-quest 


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    #stockmarket #gold

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2470 no     NVIDIA results, Costco's secret sauce and is WiseTech (ASX:WTC) finally cheap? https://www.raskmedia.com.au/podcasts/australian-investors-podcast Were NVIDIA Inc's (NASDAQ: NVDA) results any good? Is WiseTech Global Ltd (ASX: WTC) finally cheap? And why Owen loves the Costco Wholesale Corp (NASDAQ: COST) business model... On this episode of The Australian Investors Podcast, Owen Rask is joined by Drew Meredith, CFP, for questions and answers, and Drew reveals something he shouldn't... ~~ Episode resources ~~ Rask Financial Advice (with Owen's direct team): https://www.rask.com.au/advice $10,000 portfolio: https://www.raskmedia.com.au/portfolio ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 28 Feb 2025 20:00:00 -0000 NVIDIA results, Costco's secret sauce and is WiseTech (ASX:WTC) finally cheap? full Rask Owen & Drew dive into reporting season, and Drew reveals something he shouldn't have... Were NVIDIA Inc's (NASDAQ: NVDA) results any good? Is WiseTech Global Ltd (ASX: WTC) finally cheap? And why Owen loves the Costco Wholesale Corp (NASDAQ: COST) business model... On this episode of The Australian Investors Podcast, Owen Rask is joined by Drew Meredith, CFP, for questions and answers, and Drew reveals something he shouldn't... ~~ Episode resources ~~ Rask Financial Advice (with Owen's direct team): https://www.rask.com.au/advice $10,000 portfolio: https://www.raskmedia.com.au/portfolio ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Were NVIDIA Inc's (NASDAQ: NVDA) results any good? Is WiseTech Global Ltd (ASX: WTC) finally cheap? And why Owen loves the Costco Wholesale Corp (NASDAQ: COST) business model...

    On this episode of The Australian Investors Podcast, Owen Rask is joined by Drew Meredith, CFP, for questions and answers, and Drew reveals something he shouldn't...

    ~~ Episode resources ~~

    Rask Financial Advice (with Owen's direct team): https://www.rask.com.au/advice

    $10,000 portfolio: https://www.raskmedia.com.au/portfolio

    ~~ Rask Resources ~~

    All services: https://bit.ly/R-services

    Financial Planning: https://bit.ly/R-plan

    Invest with us: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Ask a question: https://bit.ly/R-quest


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3334 no     Raiz: How micro-investing became $1.7 billion, ft. CEO Brendan Malone https://www.raskmedia.com.au/2025/02/24/raiz-invest-ltd-asxrzi-1-7-billion/ In this Australian Investors Podcast episode, your host Owen Rask, Chief Investment Officer of Rask Invest, speaks with Brendan Malone, Managing Director & Group CEO of Raiz Invest Australia (ASX:RZI) – a company which offers round-up and automation features that feed directly into long-term ETF and share portfolios, for hundreds of thousands of customers across Australia. If you’re interested in micro-investing and what Raiz has to offer, you’ll love this episode because Brendan answers questions on Raiz’s business model, performance and metrics and future goals of the ASX-listed platform. It's also a fantastic podcast discussion for investors looking at Raiz from a distance and trying to assess the potential. If you like this Australian Investors Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today: Raiz’s business journey, from inception until now The services that Raiz offers & how it makes money Raiz’s performance and metrics - what investors should follow Raiz product roadmap & value adds The companu's future goals around revenue, growth and TAM ~~ Episode resources ~~ Brendan's LinkedIn profile: https://www.linkedin.com/in/brendanmalone Raiz website: https://raizinvest.com.au ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg #investing #ASX Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 24 Feb 2025 06:47:02 -0000 Raiz: How micro-investing became $1.7 billion, ft. CEO Brendan Malone full Rask Owen speaks with Brendan Malone, Managing Director & Group CEO of Raiz Invest Australia, about the Raiz business journey, performance and metrics and service offerings. In this Australian Investors Podcast episode, your host Owen Rask, Chief Investment Officer of Rask Invest, speaks with Brendan Malone, Managing Director & Group CEO of Raiz Invest Australia (ASX:RZI) – a company which offers round-up and automation features that feed directly into long-term ETF and share portfolios, for hundreds of thousands of customers across Australia. If you’re interested in micro-investing and what Raiz has to offer, you’ll love this episode because Brendan answers questions on Raiz’s business model, performance and metrics and future goals of the ASX-listed platform. It's also a fantastic podcast discussion for investors looking at Raiz from a distance and trying to assess the potential. If you like this Australian Investors Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today: Raiz’s business journey, from inception until now The services that Raiz offers & how it makes money Raiz’s performance and metrics - what investors should follow Raiz product roadmap & value adds The companu's future goals around revenue, growth and TAM ~~ Episode resources ~~ Brendan's LinkedIn profile: https://www.linkedin.com/in/brendanmalone Raiz website: https://raizinvest.com.au ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg #investing #ASX Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Rask, Chief Investment Officer of Rask Invest, speaks with Brendan Malone, Managing Director & Group CEO of Raiz Invest Australia (ASX:RZI) – a company which offers round-up and automation features that feed directly into long-term ETF and share portfolios, for hundreds of thousands of customers across Australia.

    If you’re interested in micro-investing and what Raiz has to offer, you’ll love this episode because Brendan answers questions on Raiz’s business model, performance and metrics and future goals of the ASX-listed platform. It's also a fantastic podcast discussion for investors looking at Raiz from a distance and trying to assess the potential.

    If you like this Australian Investors Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.

    Topics covered today:

    1. Raiz’s business journey, from inception until now
    2. The services that Raiz offers & how it makes money
    3. Raiz’s performance and metrics - what investors should follow
    4. Raiz product roadmap & value adds
    5. The companu's future goals around revenue, growth and TAM

    ~~ Episode resources ~~

    Brendan's LinkedIn profile: https://www.linkedin.com/in/brendanmalone

    Raiz website: https://raizinvest.com.au

    ~~ Rask Resources ~~

    All services: https://bit.ly/R-services

    Financial Planning: https://bit.ly/R-plan

    Invest with us: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Ask a question: https://bit.ly/R-quest


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    #investing #ASX

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2048 no     A deep dive into TermPlus and how private credit works, with Nehemiah Richardson https://www.raskmedia.com.au/podcasts/australian-investors-podcast Is it possible to draw an 8% income from private credit? How does private credit work? Nehemiah Richardson, CEO of Pengana Credit, takes us on a journey of private credit investing in Australia, the risks involved, the product he helped build (known as TermPlus), and more, on this episode of The Australian Investors Podcast with Owen Rask. TermPlus: https://bit.ly/term-plus ALWAYS read the PDS before investing, especially with private credit. And speak to your adviser if you're confused or unsure in any way. Rask makes nothing from providing this link. It is not an affiliate link. ~~ WHERE'S 2 SENSE?! ~~ The entire Rask team was on the road this week... and we missed our flight. So Drew is in his hot tub and Owen was travelling during our regular recording slot. ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest ~~ Timestamps ~~ 00:00 - Kapalua Golf Course 05:30 - What is private credit? 12:45 - What is TermPlus? 25:00 - How TermPlus works 31:00 - Is an 8.5% yield sustainable? DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 21 Feb 2025 20:00:00 -0000 A deep dive into TermPlus and how private credit works, with Nehemiah Richardson full Rask Owen dives into TermPlus, a unique private credit product, and asks special guest Nehemiah Richardson to explain how private credit works. Is it possible to draw an 8% income from private credit? How does private credit work? Nehemiah Richardson, CEO of Pengana Credit, takes us on a journey of private credit investing in Australia, the risks involved, the product he helped build (known as TermPlus), and more, on this episode of The Australian Investors Podcast with Owen Rask. TermPlus: https://bit.ly/term-plus ALWAYS read the PDS before investing, especially with private credit. And speak to your adviser if you're confused or unsure in any way. Rask makes nothing from providing this link. It is not an affiliate link. ~~ WHERE'S 2 SENSE?! ~~ The entire Rask team was on the road this week... and we missed our flight. So Drew is in his hot tub and Owen was travelling during our regular recording slot. ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest ~~ Timestamps ~~ 00:00 - Kapalua Golf Course 05:30 - What is private credit? 12:45 - What is TermPlus? 25:00 - How TermPlus works 31:00 - Is an 8.5% yield sustainable? DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Is it possible to draw an 8% income from private credit? How does private credit work?

    Nehemiah Richardson, CEO of Pengana Credit, takes us on a journey of private credit investing in Australia, the risks involved, the product he helped build (known as TermPlus), and more, on this episode of The Australian Investors Podcast with Owen Rask.

    TermPlus: https://bit.ly/term-plus

    ALWAYS read the PDS before investing, especially with private credit. And speak to your adviser if you're confused or unsure in any way. Rask makes nothing from providing this link. It is not an affiliate link.


    ~~ WHERE'S 2 SENSE?! ~~

    The entire Rask team was on the road this week... and we missed our flight. So Drew is in his hot tub and Owen was travelling during our regular recording slot.


    ~~ Rask Resources ~~

    All services: https://bit.ly/R-services

    Financial Planning: https://bit.ly/R-plan

    Invest with us: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Ask a question: https://bit.ly/R-quest


    ~~ Timestamps ~~

    00:00 - Kapalua Golf Course

    05:30 - What is private credit?

    12:45 - What is TermPlus?

    25:00 - How TermPlus works

    31:00 - Is an 8.5% yield sustainable?


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3001 no     [Bonus] Chris Bates on Alcove, lessons learned in business & future of mortgage broking https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Chris Bates, founder and CEO of Alcove, speaks with Owen Rask, Chief Investment Officer of Rask, about the lessons learned growing Alcove, the role of a broker and future of property advice. Topics: Chris' journey from financial planning The partnership with Rask Name & brand changes Lessons learned working in an unsuccessful business partnership The future of mortgage broking ~~ Episode resources ~~ Mortgage broking: https://bit.ly/R-services ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 19 Feb 2025 01:06:00 -0000 [Bonus] Chris Bates on Alcove, lessons learned in business & future of mortgage broking full Rask Chris Bates speaks with Owen Rask about the lessons learned growing Alcove, the role of a broker and future of property advice. Chris Bates, founder and CEO of Alcove, speaks with Owen Rask, Chief Investment Officer of Rask, about the lessons learned growing Alcove, the role of a broker and future of property advice. Topics: Chris' journey from financial planning The partnership with Rask Name & brand changes Lessons learned working in an unsuccessful business partnership The future of mortgage broking ~~ Episode resources ~~ Mortgage broking: https://bit.ly/R-services ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Chris Bates, founder and CEO of Alcove, speaks with Owen Rask, Chief Investment Officer of Rask, about the lessons learned growing Alcove, the role of a broker and future of property advice.

    Topics:

    • Chris' journey from financial planning
    • The partnership with Rask
    • Name & brand changes
    • Lessons learned working in an unsuccessful business partnership
    • The future of mortgage broking


    ~~ Episode resources ~~

    Mortgage broking: https://bit.ly/R-services


    ~~ Rask Resources ~~

    All services: https://bit.ly/R-services

    Financial Planning: https://bit.ly/R-plan

    Invest with us: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Ask a question: https://bit.ly/R-quest


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1504 no     Where to invest $100 million, investing active ETFs, private markets & more https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Where would you invest $100 million in the stock market? On this episode of The Australian Investors Podcast, Owen Rask is joined by Drew Meredith, CFP, for questions and answers, where they would invest a massive lump sum, how to invest in private markets via an SMSF, discuss the opportunity within active small cap ETFs like FCAP, and more. ~~ Episode resources ~~ $10,000 portfolio: https://www.raskmedia.com.au/portfolio ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 14 Feb 2025 20:00:00 -0000 Where to invest $100 million, investing active ETFs, private markets & more full Rask Where would you invest $100 million in the stock market? Where would you invest $100 million in the stock market? On this episode of The Australian Investors Podcast, Owen Rask is joined by Drew Meredith, CFP, for questions and answers, where they would invest a massive lump sum, how to invest in private markets via an SMSF, discuss the opportunity within active small cap ETFs like FCAP, and more. ~~ Episode resources ~~ $10,000 portfolio: https://www.raskmedia.com.au/portfolio ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Where would you invest $100 million in the stock market?

    On this episode of The Australian Investors Podcast, Owen Rask is joined by Drew Meredith, CFP, for questions and answers, where they would invest a massive lump sum, how to invest in private markets via an SMSF, discuss the opportunity within active small cap ETFs like FCAP, and more.

    ~~ Episode resources ~~

    $10,000 portfolio: https://www.raskmedia.com.au/portfolio

    ~~ Rask Resources ~~

    All services: https://bit.ly/R-services

    Financial Planning: https://bit.ly/R-plan

    Invest with us: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Ask a question: https://bit.ly/R-quest


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2211 no     PocketSmith co-founder Jason Leung: a life-affirming budget, open banking and scaling a SAAS business to 300,000 users https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your host Owen Rask, Chief Investment Officer of Rask Invest, speaks with Jason Leung, Co-Founder and CEO of Pocketsmith Ltd - the leading personal finance management tool in the country.  If you invest in ETFs or stocks, you'll love this episode because the fellas answer questions on investment strategy, feature some of the ASX's top quality companies and review their $10,000 portfolios.  If you like this Australian Investors Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today: Creating a life-affirming budget Open banking Scaling a business to 300,000 SaaS customers Vintage shopping What a good budget looks like The future of money automation Resources for this episode Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith Pocketsmith global spending map: https://www.pocketsmith.com/spending/ Jason's first podcast: https://www.raskmedia.com.au/2024/06/13/how-pocketsmith-helps-100000-households-save-more-money/  Ask a question (select the Retirement podcast): https://bit.ly/R-quest Rask Resources All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan  Invest with us: https://bit.ly/R-invest  Access Show Notes: https://bit.ly/R-notes  Ask a question: https://bit.ly/R-quest  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 12 Feb 2025 04:49:00 -0000 PocketSmith co-founder Jason Leung: a life-affirming budget, open banking and scaling a SAAS business to 300,000 users full Rask Jason Leung, Co-Founder of PocketSmith, joins Owen Rask to share into the future of banking and personal finance. In this Australian Investors Podcast episode, your host Owen Rask, Chief Investment Officer of Rask Invest, speaks with Jason Leung, Co-Founder and CEO of Pocketsmith Ltd - the leading personal finance management tool in the country.  If you invest in ETFs or stocks, you'll love this episode because the fellas answer questions on investment strategy, feature some of the ASX's top quality companies and review their $10,000 portfolios.  If you like this Australian Investors Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today: Creating a life-affirming budget Open banking Scaling a business to 300,000 SaaS customers Vintage shopping What a good budget looks like The future of money automation Resources for this episode Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith Pocketsmith global spending map: https://www.pocketsmith.com/spending/ Jason's first podcast: https://www.raskmedia.com.au/2024/06/13/how-pocketsmith-helps-100000-households-save-more-money/  Ask a question (select the Retirement podcast): https://bit.ly/R-quest Rask Resources All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan  Invest with us: https://bit.ly/R-invest  Access Show Notes: https://bit.ly/R-notes  Ask a question: https://bit.ly/R-quest  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Rask, Chief Investment Officer of Rask Invest, speaks with Jason Leung, Co-Founder and CEO of Pocketsmith Ltd - the leading personal finance management tool in the country. 

    If you invest in ETFs or stocks, you'll love this episode because the fellas answer questions on investment strategy, feature some of the ASX's top quality companies and review their $10,000 portfolios. 

    If you like this Australian Investors Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.


    Topics covered today:

    1. Creating a life-affirming budget
    2. Open banking
    3. Scaling a business to 300,000 SaaS customers
    4. Vintage shopping
    5. What a good budget looks like
    6. The future of money automation


    Resources for this episode


    Rask Resources

    All services: https://bit.ly/R-services

    Financial Planning: https://bit.ly/R-plan 

    Invest with us: https://bit.ly/R-invest 

    Access Show Notes: https://bit.ly/R-notes 

    Ask a question: https://bit.ly/R-quest 


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2732 no     Premier (PMV) or Myer (MYR)? Chemist Warehouse, Sigma & I've got 50% in GARP https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your host Owen Rask, Chief Investment Officer of Rask Invest, and Drew Meredith, Director at Wattle Partners dive head first into the latest ASX news and answer your stock market questions.  If you invest in ETFs or stocks, you'll love this episode because the fellas answer questions on investment strategy, feature some of the ASX's top quality companies and review their $10,000 portfolios.  If you like this Australian Investors Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today: Recap of the three $10,000 portfolios  Chemist Warehouse's deal with Sigma Healthcare Ltd (ASX: SIG) What the Premier Investments Ltd (ASX: PMV) deal with Myer Holdings Ltd (ASX: MYR) actually means How to get conviction in your investing skills, if you've only been doing it for 3 years How a new investor went from spending $350 per week on cigarettes, to a $20,000 portfolio A GARP primer and is 50% invested in one ETF a bad thing? Resources for this episode $10,000 portfolios Ask a question (select the Retirement podcast) Rask Resources All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan  Invest with us: https://bit.ly/R-invest  Access Show Notes: https://bit.ly/R-notes  Ask a question: https://bit.ly/R-quest  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 07 Feb 2025 20:00:00 -0000 Premier (PMV) or Myer (MYR)? Chemist Warehouse, Sigma & I've got 50% in GARP full Rask In this Australian Investors Podcast episode, Owen Rask, Chief Investment Officer of Rask Invest, and Drew Meredith dive into Premier Investments Ltd (ASX: PMV) and the Chemist Warehouse / Sigma Healthcare (ASX:SIG) deal. In this Australian Investors Podcast episode, your host Owen Rask, Chief Investment Officer of Rask Invest, and Drew Meredith, Director at Wattle Partners dive head first into the latest ASX news and answer your stock market questions.  If you invest in ETFs or stocks, you'll love this episode because the fellas answer questions on investment strategy, feature some of the ASX's top quality companies and review their $10,000 portfolios.  If you like this Australian Investors Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today: Recap of the three $10,000 portfolios  Chemist Warehouse's deal with Sigma Healthcare Ltd (ASX: SIG) What the Premier Investments Ltd (ASX: PMV) deal with Myer Holdings Ltd (ASX: MYR) actually means How to get conviction in your investing skills, if you've only been doing it for 3 years How a new investor went from spending $350 per week on cigarettes, to a $20,000 portfolio A GARP primer and is 50% invested in one ETF a bad thing? Resources for this episode $10,000 portfolios Ask a question (select the Retirement podcast) Rask Resources All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan  Invest with us: https://bit.ly/R-invest  Access Show Notes: https://bit.ly/R-notes  Ask a question: https://bit.ly/R-quest  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Rask, Chief Investment Officer of Rask Invest, and Drew Meredith, Director at Wattle Partners dive head first into the latest ASX news and answer your stock market questions. 


    If you invest in ETFs or stocks, you'll love this episode because the fellas answer questions on investment strategy, feature some of the ASX's top quality companies and review their $10,000 portfolios. 


    If you like this Australian Investors Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.


    Topics covered today:

    1. Recap of the three $10,000 portfolios 
    2. Chemist Warehouse's deal with Sigma Healthcare Ltd (ASX: SIG)
    3. What the Premier Investments Ltd (ASX: PMV) deal with Myer Holdings Ltd (ASX: MYR) actually means
    4. How to get conviction in your investing skills, if you've only been doing it for 3 years
    5. How a new investor went from spending $350 per week on cigarettes, to a $20,000 portfolio
    6. A GARP primer and is 50% invested in one ETF a bad thing?


    Resources for this episode


    Rask Resources

    All services: https://bit.ly/R-services

    Financial Planning: https://bit.ly/R-plan 

    Invest with us: https://bit.ly/R-invest 

    Access Show Notes: https://bit.ly/R-notes 

    Ask a question: https://bit.ly/R-quest 


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3467 no     The best, the worst & the closed ETFs, why I'm now bullish on AI & 2025 game plan, ft. Marc Jocum https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ On this episode of The Australian Investors Podcast, Owen Rask is joined by Marc Jocum from Global X ETFs Australia, for a discussion on the best, the worst and the closed ASX ETFs of 2024, and why they're bullish on AI and ways to invest in 2025. Topics covered: Is 20% from the stock market... normal? Why is GOLD up 35%? Are you worried about US stock market valuations? Why Owen is now seriously bullish on AI How to invest in ETFs, but still consider valuation How to invest in AI stocks without stock picking Marc's game plan for 2025 ~~ Episode resources ~~ ETFs for further research: OZXX FANG GARP GOLD GXLD ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 05 Feb 2025 05:50:00 -0000 The best, the worst & the closed ETFs, why I'm now bullish on AI & 2025 game plan, ft. Marc Jocum full Rask Marc Jocum joins Owen Rask to dive into the best and worst ASX ETFs of 2024, and why they're bullish on AI and ways to invest in 2025. On this episode of The Australian Investors Podcast, Owen Rask is joined by Marc Jocum from Global X ETFs Australia, for a discussion on the best, the worst and the closed ASX ETFs of 2024, and why they're bullish on AI and ways to invest in 2025. Topics covered: Is 20% from the stock market... normal? Why is GOLD up 35%? Are you worried about US stock market valuations? Why Owen is now seriously bullish on AI How to invest in ETFs, but still consider valuation How to invest in AI stocks without stock picking Marc's game plan for 2025 ~~ Episode resources ~~ ETFs for further research: OZXX FANG GARP GOLD GXLD ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices On this episode of The Australian Investors Podcast, Owen Rask is joined by Marc Jocum from Global X ETFs Australia, for a discussion on the best, the worst and the closed ASX ETFs of 2024, and why they're bullish on AI and ways to invest in 2025.

    Topics covered:

    1. Is 20% from the stock market... normal?
    2. Why is GOLD up 35%?
    3. Are you worried about US stock market valuations?
    4. Why Owen is now seriously bullish on AI
    5. How to invest in ETFs, but still consider valuation
    6. How to invest in AI stocks without stock picking
    7. Marc's game plan for 2025


    ~~ Episode resources ~~

    ETFs for further research:


    ~~ Rask Resources ~~

    All services: https://bit.ly/R-services

    Financial Planning: https://bit.ly/R-plan

    Invest with us: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Ask a question: https://bit.ly/R-quest


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2866 no     Are AI stocks going to crash? Why Drew is holding FANG & 100% growth in Super https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Is DeepSeek just a Chinese knock off? Should you be worried about the valuations of AI stocks like NVIDIA? And how likely is an RBA rate cut? On this episode of The Australian Investors Podcast, Owen Rask is joined by Drew Meredith, CFP, for a discussion on what's the crystal is telling us in 2025. Topics covered: Owen's This Is The Best One takes the lead on the $10k portfolio challenge Is DeepSeek just a Chinese knock off? Why the expansion of AI is only just getting started Is Drew's book coming to audible? Will Australian interest rates be cut? Why Drew is holding onto FANG How to understand bond ETFs like VBND & IAF Is 100% inside Super ok? ~~ Episode resources ~~ 2025 Portfolio Challenge ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 31 Jan 2025 20:00:00 -0000 Are AI stocks going to crash? Why Drew is holding FANG & 100% growth in Super full Rask Owen weighs in on the DeepSeek versus OpenAI debate and Drew discusses the case for falling Australian interest rates. Is DeepSeek just a Chinese knock off? Should you be worried about the valuations of AI stocks like NVIDIA? And how likely is an RBA rate cut? On this episode of The Australian Investors Podcast, Owen Rask is joined by Drew Meredith, CFP, for a discussion on what's the crystal is telling us in 2025. Topics covered: Owen's This Is The Best One takes the lead on the $10k portfolio challenge Is DeepSeek just a Chinese knock off? Why the expansion of AI is only just getting started Is Drew's book coming to audible? Will Australian interest rates be cut? Why Drew is holding onto FANG How to understand bond ETFs like VBND & IAF Is 100% inside Super ok? ~~ Episode resources ~~ 2025 Portfolio Challenge ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Is DeepSeek just a Chinese knock off? Should you be worried about the valuations of AI stocks like NVIDIA? And how likely is an RBA rate cut?

    On this episode of The Australian Investors Podcast, Owen Rask is joined by Drew Meredith, CFP, for a discussion on what's the crystal is telling us in 2025.

    Topics covered:

    1. Owen's This Is The Best One takes the lead on the $10k portfolio challenge
    2. Is DeepSeek just a Chinese knock off?
    3. Why the expansion of AI is only just getting started
    4. Is Drew's book coming to audible?
    5. Will Australian interest rates be cut?
    6. Why Drew is holding onto FANG
    7. How to understand bond ETFs like VBND & IAF
    8. Is 100% inside Super ok?


    ~~ Episode resources ~~

    2025 Portfolio Challenge


    ~~ Rask Resources ~~

    All services: https://bit.ly/R-services

    Financial Planning: https://bit.ly/R-plan

    Invest with us: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Ask a question: https://bit.ly/R-quest


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3266 no     Will passive investing change shareholder rights? CEO Rachel Waterhouse on the importance of advocacy https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Rachel Waterhouse is the CEO of The Australian Shareholders Association (ASA), a proud partner of Rask's Australian Investors Podcast. In this discussion, Rachel joins your host, Owen Rask, Chief Investment Officer of The Rask Group, to discuss: Is passive investing changing shareholder advocacy? Who is the best finance presenter you have come across? What's the one investment you got totally wrong? Where is ASA going moving forward, will it be more focused on broader forms of investing? What it means to be a purpose-focused leader?  Support ASA (joining link): https://members.australianshareholders.com.au/membership/join-now/ ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 29 Jan 2025 10:20:00 -0000 Will passive investing change shareholder rights? CEO Rachel Waterhouse on the importance of advocacy full Rask Rachel Waterhouse is the CEO of The Australian Shareholders Association (ASA), a proud partner of Rask's Australian Investors Podcast. Rachel Waterhouse is the CEO of The Australian Shareholders Association (ASA), a proud partner of Rask's Australian Investors Podcast. In this discussion, Rachel joins your host, Owen Rask, Chief Investment Officer of The Rask Group, to discuss: Is passive investing changing shareholder advocacy? Who is the best finance presenter you have come across? What's the one investment you got totally wrong? Where is ASA going moving forward, will it be more focused on broader forms of investing? What it means to be a purpose-focused leader?  Support ASA (joining link): https://members.australianshareholders.com.au/membership/join-now/ ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Rachel Waterhouse is the CEO of The Australian Shareholders Association (ASA), a proud partner of Rask's Australian Investors Podcast. In this discussion, Rachel joins your host, Owen Rask, Chief Investment Officer of The Rask Group, to discuss:

    1. Is passive investing changing shareholder advocacy?
    2. Who is the best finance presenter you have come across?
    3. What's the one investment you got totally wrong?
    4. Where is ASA going moving forward, will it be more focused on broader forms of investing?
    5. What it means to be a purpose-focused leader? 


    Support ASA (joining link): https://members.australianshareholders.com.au/membership/join-now/


    ~~ Rask Resources ~~

    All services: https://bit.ly/R-services

    Financial Planning: https://bit.ly/R-plan

    Invest with us: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Ask a question: https://bit.ly/R-quest


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1573 no     Is 2025 the year for the S&P 500 market crash? https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Is the S&P 500 going to crash in 2025? Are US stocks overvalued? Or is Donald Trump going to push US stocks higher? On this episode of The Australian Investors Podcast, Owen Rask is joined by Drew Meredith, CFP, for a discussion on what's the crystal is telling us in 2025. Topics covered: Is Donald Trump good or bad for the stock market? Can NVIDIA keep rising? Our $10,000 portfolio review Momentum investing explained Helping kids get into investing ~~ Episode resources ~~ 2025 Portfolio Challenge ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 24 Jan 2025 20:00:00 -0000 Is 2025 the year for the S&P 500 market crash? full Rask Is the US stock market and S&P 500 going to crash? On this episode of The Australian Investors Podcast, Owen Rask is joined by Drew Meredith, CFP, for a discussion on what's the crystal is telling us in 2025. Is the S&P 500 going to crash in 2025? Are US stocks overvalued? Or is Donald Trump going to push US stocks higher? On this episode of The Australian Investors Podcast, Owen Rask is joined by Drew Meredith, CFP, for a discussion on what's the crystal is telling us in 2025. Topics covered: Is Donald Trump good or bad for the stock market? Can NVIDIA keep rising? Our $10,000 portfolio review Momentum investing explained Helping kids get into investing ~~ Episode resources ~~ 2025 Portfolio Challenge ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Is the S&P 500 going to crash in 2025? Are US stocks overvalued? Or is Donald Trump going to push US stocks higher?

    On this episode of The Australian Investors Podcast, Owen Rask is joined by Drew Meredith, CFP, for a discussion on what's the crystal is telling us in 2025.

    Topics covered:

    1. Is Donald Trump good or bad for the stock market?
    2. Can NVIDIA keep rising?
    3. Our $10,000 portfolio review
    4. Momentum investing explained
    5. Helping kids get into investing


    ~~ Episode resources ~~

    2025 Portfolio Challenge


    ~~ Rask Resources ~~

    All services: https://bit.ly/R-services

    Financial Planning: https://bit.ly/R-plan

    Invest with us: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Ask a question: https://bit.ly/R-quest


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3973 no     Private credit income investing for retirement, with Nicole Kidd from Schroders RF https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your host Owen Rask, Chief Investment Officer of The Rask Group, interviews Nicole Kidd, from Schroders RF, to talk about getting income from private credit within your retirement portfolio. Topics covered today: What is private credit? Difference between private credit, "fixed income", "bonds" and term deposits What is a 'syndicate' in private credit? What is a 'first mortgage'? Is a big dividend yield a no-brainer? When is the yield too good to be true? How Schroders RF actually works How to use private credit as a retiree? Episode resources: Go to Schroders RF website: https://bit.ly/schroders-RF ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan  Invest with us: https://bit.ly/R-invest  Access Show Notes: https://bit.ly/R-notes  Ask a question: https://bit.ly/R-quest  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 22 Jan 2025 04:00:33 -0000 Private credit income investing for retirement, with Nicole Kidd from Schroders RF full Rask In this Australian Investors Podcast episode, your host Owen Rask, Chief Investment Officer of The Rask Group, interviews Nicole Kidd, from Schroders RF, to talk about getting income from private credit within your retirement portfolio. In this Australian Investors Podcast episode, your host Owen Rask, Chief Investment Officer of The Rask Group, interviews Nicole Kidd, from Schroders RF, to talk about getting income from private credit within your retirement portfolio. Topics covered today: What is private credit? Difference between private credit, "fixed income", "bonds" and term deposits What is a 'syndicate' in private credit? What is a 'first mortgage'? Is a big dividend yield a no-brainer? When is the yield too good to be true? How Schroders RF actually works How to use private credit as a retiree? Episode resources: Go to Schroders RF website: https://bit.ly/schroders-RF ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan  Invest with us: https://bit.ly/R-invest  Access Show Notes: https://bit.ly/R-notes  Ask a question: https://bit.ly/R-quest  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Rask, Chief Investment Officer of The Rask Group, interviews Nicole Kidd, from Schroders RF, to talk about getting income from private credit within your retirement portfolio.


    Topics covered today:

    • What is private credit?
    • Difference between private credit, "fixed income", "bonds" and term deposits
    • What is a 'syndicate' in private credit?
    • What is a 'first mortgage'?
    • Is a big dividend yield a no-brainer?
    • When is the yield too good to be true?
    • How Schroders RF actually works
    • How to use private credit as a retiree?


    Episode resources:

    Go to Schroders RF website: https://bit.ly/schroders-RF


    ~~ Rask Resources ~~

    All services: https://bit.ly/R-services

    Financial Planning: https://bit.ly/R-plan 

    Invest with us: https://bit.ly/R-invest 

    Access Show Notes: https://bit.ly/R-notes 

    Ask a question: https://bit.ly/R-quest 


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2849 no     3 small caps with competitive advantage, low churn & great runways https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your host Owen Rask, Chief Investment Officer of The Rask Group, speaks with Rob Miller, Portfolio Manager at NAOS Asset Management, about 3 ASX shares with long-term growth potential.  If you like small-cap investing, or stocks in general, you'll get the names and analysis of 3 quality ASX shares for long-term compounding: Dropsuite Ltd (ASX: DSE), Hancock & Gore Ltd (ASX: HNG) and Objective Corp Ltd (ASX: OCL). If you like this Australian Investors Podcast episode on 3 ASX shares, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today: How experts prepare for ASX reporting season Why analysing management matters An analysis of 3 ASX shares: Hancock & Gore (ASX: HNG) analysis Dropsuite Ltd (ASX: DSE) analysis Objective Corp Ltd (ASX: OCL) analysis Resources for this episode FREE - register for the NAOS upcoming event Ask a question (select the Retirement podcast)  Rask Resources All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan  Invest with us: https://bit.ly/R-invest  Access Show Notes: https://bit.ly/R-notes  Ask a question: https://bit.ly/R-quest  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 17 Jan 2025 20:00:00 -0000 3 small caps with competitive advantage, low churn & great runways full Rask In this Australian Investors Podcast episode, get the names of 3 ASX shares for long-term compounding: Dropsuite Ltd (ASX: DSE), Hancock & Gore Ltd (ASX: HNG) and Objective Corp Ltd (ASX: OCL). In this Australian Investors Podcast episode, your host Owen Rask, Chief Investment Officer of The Rask Group, speaks with Rob Miller, Portfolio Manager at NAOS Asset Management, about 3 ASX shares with long-term growth potential.  If you like small-cap investing, or stocks in general, you'll get the names and analysis of 3 quality ASX shares for long-term compounding: Dropsuite Ltd (ASX: DSE), Hancock & Gore Ltd (ASX: HNG) and Objective Corp Ltd (ASX: OCL). If you like this Australian Investors Podcast episode on 3 ASX shares, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today: How experts prepare for ASX reporting season Why analysing management matters An analysis of 3 ASX shares: Hancock & Gore (ASX: HNG) analysis Dropsuite Ltd (ASX: DSE) analysis Objective Corp Ltd (ASX: OCL) analysis Resources for this episode FREE - register for the NAOS upcoming event Ask a question (select the Retirement podcast)  Rask Resources All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan  Invest with us: https://bit.ly/R-invest  Access Show Notes: https://bit.ly/R-notes  Ask a question: https://bit.ly/R-quest  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Rask, Chief Investment Officer of The Rask Group, speaks with Rob Miller, Portfolio Manager at NAOS Asset Management, about 3 ASX shares with long-term growth potential. 

    If you like small-cap investing, or stocks in general, you'll get the names and analysis of 3 quality ASX shares for long-term compounding: Dropsuite Ltd (ASX: DSE), Hancock & Gore Ltd (ASX: HNG) and Objective Corp Ltd (ASX: OCL).

    If you like this Australian Investors Podcast episode on 3 ASX shares, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.

    Topics covered today:

    • How experts prepare for ASX reporting season
    • Why analysing management matters
    • An analysis of 3 ASX shares:
    • Hancock & Gore (ASX: HNG) analysis
    • Dropsuite Ltd (ASX: DSE) analysis
    • Objective Corp Ltd (ASX: OCL) analysis


    Resources for this episode


    Rask Resources

    • All services: https://bit.ly/R-services
    • Financial Planning: https://bit.ly/R-plan 
    • Invest with us: https://bit.ly/R-invest 
    • Access Show Notes: https://bit.ly/R-notes 
    • Ask a question: https://bit.ly/R-quest 

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3385 no     Deep-dive with Aussie Broadband CEO Brian Maher https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ How did a regional Victorian start-up called Aussie Broadband take on Telstra (ASX: TLS)... and win customers over?  Is customer service a competitive advantage? In his first-ever long-form interview, Aussie Broadband CEO, Brian Maher, joins your host Owen Rask, Chief Investment Officer of Rask Invest, in telling us about the company's incredible journey of growth, resilience, strategy and customer service. Topics covered in this Aussie Broadband deep dive: Origin story >> 700,000 customers - how? A primer on 'how the internet works' and key players Customer service as a competitive advantage "A hatred for anything that resembles bullsh*t" Aussie's M&A strategy ~~ Episode resources ~~ ASX filings & annual report: https://www.aussiebroadband.com.au/investor-centre/ Become an Aussie customer: https://www.aussiebroadband.com.au/customer/?utm_source=RASK ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan  Invest with us: https://bit.ly/R-invest  Access Show Notes: https://bit.ly/R-notes  Ask a question: https://bit.ly/R-quest  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 15 Jan 2025 06:41:27 -0000 Deep-dive with Aussie Broadband CEO Brian Maher full Rask aHow does a regional Victorian start up take on Telstra (ASX: TLS)... and win? Is customer service a competitive advantage? How did a regional Victorian start-up called Aussie Broadband take on Telstra (ASX: TLS)... and win customers over?  Is customer service a competitive advantage? In his first-ever long-form interview, Aussie Broadband CEO, Brian Maher, joins your host Owen Rask, Chief Investment Officer of Rask Invest, in telling us about the company's incredible journey of growth, resilience, strategy and customer service. Topics covered in this Aussie Broadband deep dive: Origin story >> 700,000 customers - how? A primer on 'how the internet works' and key players Customer service as a competitive advantage "A hatred for anything that resembles bullsh*t" Aussie's M&A strategy ~~ Episode resources ~~ ASX filings & annual report: https://www.aussiebroadband.com.au/investor-centre/ Become an Aussie customer: https://www.aussiebroadband.com.au/customer/?utm_source=RASK ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan  Invest with us: https://bit.ly/R-invest  Access Show Notes: https://bit.ly/R-notes  Ask a question: https://bit.ly/R-quest  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices How did a regional Victorian start-up called Aussie Broadband take on Telstra (ASX: TLS)... and win customers over?  Is customer service a competitive advantage?

    In his first-ever long-form interview, Aussie Broadband CEO, Brian Maher, joins your host Owen Rask, Chief Investment Officer of Rask Invest, in telling us about the company's incredible journey of growth, resilience, strategy and customer service.

    Topics covered in this Aussie Broadband deep dive:

    • Origin story >> 700,000 customers - how?
    • A primer on 'how the internet works' and key players
    • Customer service as a competitive advantage
    • "A hatred for anything that resembles bullsh*t"
    • Aussie's M&A strategy

    ~~ Episode resources ~~

    ASX filings & annual report: https://www.aussiebroadband.com.au/investor-centre/

    Become an Aussie customer: https://www.aussiebroadband.com.au/customer/?utm_source=RASK

    ~~ Rask Resources ~~

    All services: https://bit.ly/R-services

    Financial Planning: https://bit.ly/R-plan 

    Invest with us: https://bit.ly/R-invest 

    Access Show Notes: https://bit.ly/R-notes 

    Ask a question: https://bit.ly/R-quest 

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2926 no     9 books and investing resources we absolutely love in 2025 https://www.raskmedia.com.au/podcasts/australian-investors-podcast What are the best books for investing, business and... life? In this Australian Investors Podcast episode, your host Owen Rask and Drew Meredith answer your questions and discuss their favourite investing books for 2025 and beyond. Don't forget, throughout January you can ask us all types of questions by using our online Q&A form: Ask a question >> https://bit.ly/R-quest Books mentioned: Zero to One (Paypal founder) - https://www.amazon.com.au/Zero-One-Notes-Startups-Future/dp/0804139296  The Ulysses Contract (index investing)  - https://www.amazon.com.au/Ulysses-Contract-never-worry-market/dp/1922611603  The Undoing Project (behavioural finance) - https://www.amazon.com.au/Undoing-Project-Friendship-Changed-Minds/dp/0393254593  How not to lose $1 million dollars (ASX stock picking) - https://www.amazon.com.au/How-Not-Lose-Million-investing/dp/1923186035  Simon Sinek (Leaders Eat Last) - https://www.amazon.com.au/Leaders-Eat-Last-Together-Others/dp/0670923176  Poor Charlie's Almanack (Charlie's tribute) - https://www.amazon.com.au/Poor-Charlies-Almanack-Essential-Charles/dp/1953953239  Greenlight (matthew's voice) - https://www.amazon.com.au/Greenlights-Matthew-McConaughey/dp/0593139135 Annuities episode on The Australian Retirement Podcast (out soon): https://www.raskmedia.com.au/podcasts/australian-retirement-podcast/ Die with Zero book (longevity and spending) - https://www.amazon.com.au/Die-Zero-Getting-Your-Money-ebook/dp/B07T5LSF1J ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest ~~ Episode resources ~~ DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 10 Jan 2025 20:00:00 -0000 9 books and investing resources we absolutely love in 2025 full Rask Financial adviser Drew Meredith and Chief Investment Officer Owen Rask discuss their favourite books for investing, finance and business. What are the best books for investing, business and... life? In this Australian Investors Podcast episode, your host Owen Rask and Drew Meredith answer your questions and discuss their favourite investing books for 2025 and beyond. Don't forget, throughout January you can ask us all types of questions by using our online Q&A form: Ask a question >> https://bit.ly/R-quest Books mentioned: Zero to One (Paypal founder) - https://www.amazon.com.au/Zero-One-Notes-Startups-Future/dp/0804139296  The Ulysses Contract (index investing)  - https://www.amazon.com.au/Ulysses-Contract-never-worry-market/dp/1922611603  The Undoing Project (behavioural finance) - https://www.amazon.com.au/Undoing-Project-Friendship-Changed-Minds/dp/0393254593  How not to lose $1 million dollars (ASX stock picking) - https://www.amazon.com.au/How-Not-Lose-Million-investing/dp/1923186035  Simon Sinek (Leaders Eat Last) - https://www.amazon.com.au/Leaders-Eat-Last-Together-Others/dp/0670923176  Poor Charlie's Almanack (Charlie's tribute) - https://www.amazon.com.au/Poor-Charlies-Almanack-Essential-Charles/dp/1953953239  Greenlight (matthew's voice) - https://www.amazon.com.au/Greenlights-Matthew-McConaughey/dp/0593139135 Annuities episode on The Australian Retirement Podcast (out soon): https://www.raskmedia.com.au/podcasts/australian-retirement-podcast/ Die with Zero book (longevity and spending) - https://www.amazon.com.au/Die-Zero-Getting-Your-Money-ebook/dp/B07T5LSF1J ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest ~~ Episode resources ~~ DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices What are the best books for investing, business and... life?

    In this Australian Investors Podcast episode, your host Owen Rask and Drew Meredith answer your questions and discuss their favourite investing books for 2025 and beyond.

    Don't forget, throughout January you can ask us all types of questions by using our online Q&A form:

    Ask a question >> https://bit.ly/R-quest

    Books mentioned:


    ~~ Rask Resources ~~

    All services: https://bit.ly/R-services

    Financial Planning: https://bit.ly/R-plan

    Invest with us: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Ask a question: https://bit.ly/R-quest

    ~~ Episode resources ~~

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2264 no     How Equity Mates was built, Ren's #1 media company in the world and where we are in ETFs https://www.raskmedia.com.au/podcasts/australian-finance-podcast/ In this Australian Investors Podcast episode, Owen Rask speaks with Alec Renehan, co-founder of Equity Mates Media, about the business he and Bryce have built, the future of media and his favourite interviews. Topics covered today: How Ren asks the right questions, in any context Ren's story & how Equity Mates came to be The media company Ren would buy Where we are in the rise of ETFs Where we are in the rise of podcasting ~~ Episode resources ~~ Tune into Equity Mates, Get Started Investing: https://equitymates.com/get-started-investing/ Bryce & Ren's book: https://www.amazon.com.au/Dont-Stress-Just-Invest-investments/dp/1761470469 ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan  Invest with us: https://bit.ly/R-invest  Access Show Notes: https://bit.ly/R-notes  Ask a question: https://bit.ly/R-quest  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 08 Jan 2025 04:30:00 -0000 How Equity Mates was built, Ren's #1 media company in the world and where we are in ETFs full Rask Alec has done 1,000+ interviews... but this is his 1st solo interview with Rask. In this Australian Investors Podcast episode, Owen Rask speaks with Alec Renehan, co-founder of Equity Mates Media, about the business he and Bryce have built, the future of media and his favourite interviews. Topics covered today: How Ren asks the right questions, in any context Ren's story & how Equity Mates came to be The media company Ren would buy Where we are in the rise of ETFs Where we are in the rise of podcasting ~~ Episode resources ~~ Tune into Equity Mates, Get Started Investing: https://equitymates.com/get-started-investing/ Bryce & Ren's book: https://www.amazon.com.au/Dont-Stress-Just-Invest-investments/dp/1761470469 ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan  Invest with us: https://bit.ly/R-invest  Access Show Notes: https://bit.ly/R-notes  Ask a question: https://bit.ly/R-quest  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, Owen Rask speaks with Alec Renehan, co-founder of Equity Mates Media, about the business he and Bryce have built, the future of media and his favourite interviews.

    Topics covered today:

    • How Ren asks the right questions, in any context
    • Ren's story & how Equity Mates came to be
    • The media company Ren would buy
    • Where we are in the rise of ETFs
    • Where we are in the rise of podcasting

    ~~ Episode resources ~~

    Tune into Equity Mates, Get Started Investing: https://equitymates.com/get-started-investing/

    Bryce & Ren's book: https://www.amazon.com.au/Dont-Stress-Just-Invest-investments/dp/1761470469

    ~~ Rask Resources ~~

    All services: https://bit.ly/R-services

    Financial Planning: https://bit.ly/R-plan 

    Invest with us: https://bit.ly/R-invest 

    Access Show Notes: https://bit.ly/R-notes 

    Ask a question: https://bit.ly/R-quest 

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3872 no     Qiao Ma: finding killer companies, surviving the GFC & why founders win https://www.raskmedia.com.au/podcasts/australian-finance-podcast/ Qiao Ma, Portfolio Manager of the Munro Partners Global Small and Mid Cap Fund, joins Owen Rask on The Australian Investors Podcast to discuss: 1. What it takes to find killer stocks 2. How Qiao survived the GFC 3. Why founders tend to win 4. The importance of 'control' in long-term investing 5. Munro's investment process 6. Qiao's two pieces of advice to her younger self Episode resources: Munro Partners Nick & Owen's discussion All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 06 Jan 2025 04:30:00 -0000 Qiao Ma: finding killer companies, surviving the GFC & why founders win full Rask Qiao Ma, Portfolio Manager of the Munro Partners Global Small and Mid Cap Fund, joins Owen Rask on The Australian Investors Podcast Qiao Ma, Portfolio Manager of the Munro Partners Global Small and Mid Cap Fund, joins Owen Rask on The Australian Investors Podcast to discuss: 1. What it takes to find killer stocks 2. How Qiao survived the GFC 3. Why founders tend to win 4. The importance of 'control' in long-term investing 5. Munro's investment process 6. Qiao's two pieces of advice to her younger self Episode resources: Munro Partners Nick & Owen's discussion All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Qiao Ma, Portfolio Manager of the Munro Partners Global Small and Mid Cap Fund, joins Owen Rask on The Australian Investors Podcast to discuss:


    1. What it takes to find killer stocks

    2. How Qiao survived the GFC

    3. Why founders tend to win

    4. The importance of 'control' in long-term investing

    5. Munro's investment process

    6. Qiao's two pieces of advice to her younger self


    Episode resources:

    Munro Partners

    Nick & Owen's discussion


    All services: https://bit.ly/R-services

    Financial Planning: https://bit.ly/R-plan

    Invest with us: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Ask a question: https://bit.ly/R-quest


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3096 no     How the rich invest their money & how we'd invest $10 million in 2025 https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ How do the wealthiest people invest? How do they make their money? In this Australian Investors Podcast episode, your host Owen Rask and Drew Meredith answer your questions. Don't forget, throughout January you can ask us all types of questions by using our online Q&A form: Ask a question >> https://bit.ly/R-quest Topics covered today: How the rich invest How millionaires are made Where we'd invest $10 million Vanguard Dividends - DRP v DCA? How to manage a large sum of cash? BHP's dividend ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest ~~ Episode resources ~~ DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 03 Jan 2025 20:00:00 -0000 How the rich invest their money & how we'd invest $10 million in 2025 full Rask Financial adviser Drew Meredith and Chief Investment Officer Owen Rask answer your questions and discuss how their wealthiest clients invest. How do the wealthiest people invest? How do they make their money? In this Australian Investors Podcast episode, your host Owen Rask and Drew Meredith answer your questions. Don't forget, throughout January you can ask us all types of questions by using our online Q&A form: Ask a question >> https://bit.ly/R-quest Topics covered today: How the rich invest How millionaires are made Where we'd invest $10 million Vanguard Dividends - DRP v DCA? How to manage a large sum of cash? BHP's dividend ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest ~~ Episode resources ~~ DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices How do the wealthiest people invest? How do they make their money?

    In this Australian Investors Podcast episode, your host Owen Rask and Drew Meredith answer your questions. Don't forget, throughout January you can ask us all types of questions by using our online Q&A form:

    Ask a question >> https://bit.ly/R-quest

    Topics covered today:

    • How the rich invest
    • How millionaires are made
    • Where we'd invest $10 million
    • Vanguard Dividends - DRP v DCA?
    • How to manage a large sum of cash?
    • BHP's dividend

    ~~ Rask Resources ~~

    All services: https://bit.ly/R-services

    Financial Planning: https://bit.ly/R-plan

    Invest with us: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Ask a question: https://bit.ly/R-quest

    ~~ Episode resources ~~


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1758 no     Do goals even work, is the market frothy, and investing a six-figure inheritance https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your host Owen Rask and Drew Meredith answer your questions. Don't forget, throughout January you can ask us all types of questions by using our online Q&A form: Ask a question >> https://bit.ly/R-quest Topics covered today: How to set goals Where do goals go wrong with clients?  Breaking big goals down Personal, investment, retirement Giving yourself a break but staying on track How to invest an inheritance, and How long it takes to become a financial planner ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest ~~ Episode resources ~~ ASIC resources for financial planners: https://asic.gov.au/regulatory-resources/financial-services/financial-advice/professional-standards-for-financial-advisers/qualification-exam-and-professional-development/ CFP program: https://faaa.au/financial-planning-education/cfp-certification/ DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 02 Jan 2025 21:17:28 -0000 Do goals even work, is the market frothy, and investing a six-figure inheritance full Rask Financial adviser Drew Meredith and Chief Investment Officer Owen Rask answer your questions and have a bit of fun this New Year. In this Australian Investors Podcast episode, your host Owen Rask and Drew Meredith answer your questions. Don't forget, throughout January you can ask us all types of questions by using our online Q&A form: Ask a question >> https://bit.ly/R-quest Topics covered today: How to set goals Where do goals go wrong with clients?  Breaking big goals down Personal, investment, retirement Giving yourself a break but staying on track How to invest an inheritance, and How long it takes to become a financial planner ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest ~~ Episode resources ~~ ASIC resources for financial planners: https://asic.gov.au/regulatory-resources/financial-services/financial-advice/professional-standards-for-financial-advisers/qualification-exam-and-professional-development/ CFP program: https://faaa.au/financial-planning-education/cfp-certification/ DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Rask and Drew Meredith answer your questions. Don't forget, throughout January you can ask us all types of questions by using our online Q&A form:

    Ask a question >> https://bit.ly/R-quest

    Topics covered today:

    • How to set goals
    • Where do goals go wrong with clients? 
    • Breaking big goals down
    • Personal, investment, retirement
    • Giving yourself a break but staying on track
    • How to invest an inheritance, and
    • How long it takes to become a financial planner


    ~~ Rask Resources ~~

    All services: https://bit.ly/R-services

    Financial Planning: https://bit.ly/R-plan

    Invest with us: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Ask a question: https://bit.ly/R-quest

    ~~ Episode resources ~~

    ASIC resources for financial planners:

    https://asic.gov.au/regulatory-resources/financial-services/financial-advice/professional-standards-for-financial-advisers/qualification-exam-and-professional-development/

    CFP program:

    https://faaa.au/financial-planning-education/cfp-certification/


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2182 no     Relationships with money & growing wealthy, ft. therapist Marie Vakakis https://www.raskmedia.com.au/podcasts/australian-investors-podcast In this Australian Investors Podcast episode, your host Owen Rask speaks with Marie Vakakis, an experienced therapist, mental health and relationship educator, and host of the This Complex Life Podcast. In this podcast with Marie Vakakis, Owen and Marie discuss: How our relationship with money impacts our investments and money management How to identify our own issues with money The financial superpower that comes with a strong relationship How to talk to your partner, kids or parents about money What it takes unpack a bad habit with money ~~ Episode resources ~~ Marie's upcoming webinar - Relationship Refresh: https://marievakakis.com.au/etn/relationship-refresh/ Discount code to get 30% off: RASK2025  Marie's first Rask podcast: https://www.raskmedia.com.au/2023/09/15/relationships-money-how-to-start-having-better-conversations/ ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 30 Dec 2024 22:23:00 -0000 Relationships with money & growing wealthy, ft. therapist Marie Verkakis full Rask Marie Verkakis dives into the behavioural and psychological side of money, dealing with relationship conflict and how to talk to kids or parents about money. In this Australian Investors Podcast episode, your host Owen Rask speaks with Marie Vakakis, an experienced therapist, mental health and relationship educator, and host of the This Complex Life Podcast. In this podcast with Marie Vakakis, Owen and Marie discuss: How our relationship with money impacts our investments and money management How to identify our own issues with money The financial superpower that comes with a strong relationship How to talk to your partner, kids or parents about money What it takes unpack a bad habit with money ~~ Episode resources ~~ Marie's upcoming webinar - Relationship Refresh: https://marievakakis.com.au/etn/relationship-refresh/ Discount code to get 30% off: RASK2025  Marie's first Rask podcast: https://www.raskmedia.com.au/2023/09/15/relationships-money-how-to-start-having-better-conversations/ ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Rask speaks with Marie Vakakis, an experienced therapist, mental health and relationship educator, and host of the This Complex Life Podcast.

    In this podcast with Marie Vakakis, Owen and Marie discuss:

    • How our relationship with money impacts our investments and money management
    • How to identify our own issues with money
    • The financial superpower that comes with a strong relationship
    • How to talk to your partner, kids or parents about money
    • What it takes unpack a bad habit with money


    ~~ Episode resources ~~

    Marie's upcoming webinar - Relationship Refresh: https://marievakakis.com.au/etn/relationship-refresh/

    Discount code to get 30% off: RASK2025 

    Marie's first Rask podcast: https://www.raskmedia.com.au/2023/09/15/relationships-money-how-to-start-having-better-conversations/

    ~~ Rask Resources ~~

    All services: https://bit.ly/R-services

    Financial Planning: https://bit.ly/R-plan

    Invest with us: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Ask a question: https://bit.ly/R-quest


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3444 no     Our $10,000 investment challenge for 2025: Owen v Drew v You https://www.raskmedia.com.au/podcasts/australian-investors-podcast The $10,000 portfolio challenge on The Australian Investors Podcast for 2025 is HERE! It's Team Owen Rask versus Team Drew Meredith versus you, The Rask Community. On January 1st, 2025 we'll begin tracking the three hypothetical portfolios selected by our teams. Then we'll provide weekly commentary and updates on the portfolios every Saturday morning (at 7am MEL/SYD time) as part of our '2 Sense' instalments on The Australian Investors Podcast. Subscribe on Apple Podcasts, YouTube or Spotify. WARNING: Remember, nothing in these portfolios should be considered as investment advice. We are NOT investing in these portfolios in real life, and the portfolios we build at Rask Invest (or Drew, via Wattle Partners) have nothing to do with these three portfolios. Please do not believe these portfolios are our actual portfolios, or represent the portfolios we professionally manage for our clients. Investing is risky and can result in permanent capital loss. ~~ Episode resources ~~ Portfolio tracking starts in January at: https://www.raskmedia.com.au/portfolio Show notes page (show portfolio): https://www.raskmedia.com.au/2024/12/30/10000-portfolio-challege/ ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 30 Dec 2024 05:19:55 -0000 Our $10,000 investment challenge for 2025: Owen v Drew v You full Rask Our $10,000 fake portfolios begin tracking on January 1st, 2025. It's Team Owen v. Team Drew v. YOU! The $10,000 portfolio challenge on The Australian Investors Podcast for 2025 is HERE! It's Team Owen Rask versus Team Drew Meredith versus you, The Rask Community. On January 1st, 2025 we'll begin tracking the three hypothetical portfolios selected by our teams. Then we'll provide weekly commentary and updates on the portfolios every Saturday morning (at 7am MEL/SYD time) as part of our '2 Sense' instalments on The Australian Investors Podcast. Subscribe on Apple Podcasts, YouTube or Spotify. WARNING: Remember, nothing in these portfolios should be considered as investment advice. We are NOT investing in these portfolios in real life, and the portfolios we build at Rask Invest (or Drew, via Wattle Partners) have nothing to do with these three portfolios. Please do not believe these portfolios are our actual portfolios, or represent the portfolios we professionally manage for our clients. Investing is risky and can result in permanent capital loss. ~~ Episode resources ~~ Portfolio tracking starts in January at: https://www.raskmedia.com.au/portfolio Show notes page (show portfolio): https://www.raskmedia.com.au/2024/12/30/10000-portfolio-challege/ ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices The $10,000 portfolio challenge on The Australian Investors Podcast for 2025 is HERE! It's Team Owen Rask versus Team Drew Meredith versus you, The Rask Community.

    On January 1st, 2025 we'll begin tracking the three hypothetical portfolios selected by our teams. Then we'll provide weekly commentary and updates on the portfolios every Saturday morning (at 7am MEL/SYD time) as part of our '2 Sense' instalments on The Australian Investors Podcast. Subscribe on Apple Podcasts, YouTube or Spotify.

    WARNING: Remember, nothing in these portfolios should be considered as investment advice. We are NOT investing in these portfolios in real life, and the portfolios we build at Rask Invest (or Drew, via Wattle Partners) have nothing to do with these three portfolios. Please do not believe these portfolios are our actual portfolios, or represent the portfolios we professionally manage for our clients. Investing is risky and can result in permanent capital loss.

    ~~ Episode resources ~~

    Portfolio tracking starts in January at: https://www.raskmedia.com.au/portfolio

    Show notes page (show portfolio): https://www.raskmedia.com.au/2024/12/30/10000-portfolio-challege/

    ~~ Rask Resources ~~

    All services: https://bit.ly/R-services

    Financial Planning: https://bit.ly/R-plan

    Invest with us: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Ask a question: https://bit.ly/R-quest


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3135 no     Grant Hackett: leadership, high performance and using investment bonds https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, your host Owen Rask speaks with Grant Hackett, OAM, who is the CEO of Generation Development Group (ASX: GDG) - a $1.1 billion company that has grown rapidly in recent years. In this podcast with Grant Hackett, Owen and Grant discuss: What Grant took from the pool to his CEO role Why he moved into finance How to inspire and lead a team How Grant thinks about personal and professional growth Investment bonds - how and why they work The tax of investment bonds Potential changes to Superannuation you need to know How Grant makes investment decisions as a CEO ~~ Episode resources ~~ Lifebuilder (investment bond): https://bit.ly/rask-bond1 Childbuilder (investment bond): https://bit.ly/rask-bond2 Grant's LinkedIn: https://www.linkedin.com/in/grant-hackett-oam-30820225?originalSubdomain=au ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest ~~ Timestamps ~~ 0:30:00 - becoming CEO of Generation Development (ASX: GDG) 7:00 - leadership skills 17:00 - a passion for finance 18:00 - overcoming doubt to win gold 22:00 - managing a team more effectively 30:00 - Investment bonds explained 35:00 - 10-year rule and 125% rule 42:00 - Investment bond rules - broken 46:00 - how investment bonds work 52:00 - changes to tax rules 55:00 - how Grant makes investment decisions 1:00:30 - advice Grant Hackett would give to his young self DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 27 Dec 2024 21:32:18 -0000 Grant Hackett: leadership, high performance and using investment bonds full Rask Grant Hackett OAM is CEO of Generation Development Group (ASX: GDG) and former Olympic gold medal winner. In this Australian Investors Podcast episode, your host Owen Rask speaks with Grant Hackett, OAM, who is the CEO of Generation Development Group (ASX: GDG) - a $1.1 billion company that has grown rapidly in recent years. In this podcast with Grant Hackett, Owen and Grant discuss: What Grant took from the pool to his CEO role Why he moved into finance How to inspire and lead a team How Grant thinks about personal and professional growth Investment bonds - how and why they work The tax of investment bonds Potential changes to Superannuation you need to know How Grant makes investment decisions as a CEO ~~ Episode resources ~~ Lifebuilder (investment bond): https://bit.ly/rask-bond1 Childbuilder (investment bond): https://bit.ly/rask-bond2 Grant's LinkedIn: https://www.linkedin.com/in/grant-hackett-oam-30820225?originalSubdomain=au ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest ~~ Timestamps ~~ 0:30:00 - becoming CEO of Generation Development (ASX: GDG) 7:00 - leadership skills 17:00 - a passion for finance 18:00 - overcoming doubt to win gold 22:00 - managing a team more effectively 30:00 - Investment bonds explained 35:00 - 10-year rule and 125% rule 42:00 - Investment bond rules - broken 46:00 - how investment bonds work 52:00 - changes to tax rules 55:00 - how Grant makes investment decisions 1:00:30 - advice Grant Hackett would give to his young self DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, your host Owen Rask speaks with Grant Hackett, OAM, who is the CEO of Generation Development Group (ASX: GDG) - a $1.1 billion company that has grown rapidly in recent years.

    In this podcast with Grant Hackett, Owen and Grant discuss:

    • What Grant took from the pool to his CEO role
    • Why he moved into finance
    • How to inspire and lead a team
    • How Grant thinks about personal and professional growth
    • Investment bonds - how and why they work
    • The tax of investment bonds
    • Potential changes to Superannuation you need to know
    • How Grant makes investment decisions as a CEO


    ~~ Episode resources ~~

    Lifebuilder (investment bond): https://bit.ly/rask-bond1

    Childbuilder (investment bond): https://bit.ly/rask-bond2

    Grant's LinkedIn: https://www.linkedin.com/in/grant-hackett-oam-30820225?originalSubdomain=au

    ~~ Rask Resources ~~

    All services: https://bit.ly/R-services

    Financial Planning: https://bit.ly/R-plan

    Invest with us: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Ask a question: https://bit.ly/R-quest

    ~~ Timestamps ~~

    • 0:30:00 - becoming CEO of Generation Development (ASX: GDG)
    • 7:00 - leadership skills
    • 17:00 - a passion for finance
    • 18:00 - overcoming doubt to win gold
    • 22:00 - managing a team more effectively
    • 30:00 - Investment bonds explained
    • 35:00 - 10-year rule and 125% rule
    • 42:00 - Investment bond rules - broken
    • 46:00 - how investment bonds work
    • 52:00 - changes to tax rules
    • 55:00 - how Grant makes investment decisions
    • 1:00:30 - advice Grant Hackett would give to his young self


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3862 no     Joe Aston: why powerful people go mad & inside the Qantas Chairman Lounge https://www.raskmedia.com.au/podcasts/australian-investors-podcast Joe Aston, author of The Chairman's Lounge and prolific financial journalist, joins Owen Rask to dive into corporate ethics, the role of journalists and Qantas' control over the business elite, on this episode of The Australian Investors Podcast. Get Joe's book: Amazon: https://www.amazon.com.au/Chairmans-Lounge-inside-story-Qantas/dp/1761429760 Audible: https://www.amazon.com.au/Chairmans-Lounge-Inside-Story-Qantas/dp/B0D9WJYSGJ Topics covered: 1:30 - How Joe keeps companies accountable 8:45 - Harvey Norman red flags 15:30 - Joe Aston's research process 23:00 - Joe Aston on Qantas story 26:46 - What is the Chairmans Lounge? 32:30 - Virgin & Qatar coming for Qantas? 36:20 - Finding sources in journalism 38:00 - Bias in journalism 46:15 - Power abuse in business 50:45 - Youth is wasted on the young ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan  Invest with us: https://bit.ly/R-invest  Access Show Notes: https://bit.ly/R-notes  Ask a question: https://bit.ly/R-quest  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 23 Dec 2024 06:31:00 -0000 Joe Aston: why powerful people go mad & inside the Qantas Chairman Lounge full Rask Joe Aston, author of The Chairman's Lounge, and prolific financial journalist joins Owen Rask to dive into corporate ethics, the role of journalists and Qantas' control over the business elite. Joe Aston, author of The Chairman's Lounge and prolific financial journalist, joins Owen Rask to dive into corporate ethics, the role of journalists and Qantas' control over the business elite, on this episode of The Australian Investors Podcast. Get Joe's book: Amazon: https://www.amazon.com.au/Chairmans-Lounge-inside-story-Qantas/dp/1761429760 Audible: https://www.amazon.com.au/Chairmans-Lounge-Inside-Story-Qantas/dp/B0D9WJYSGJ Topics covered: 1:30 - How Joe keeps companies accountable 8:45 - Harvey Norman red flags 15:30 - Joe Aston's research process 23:00 - Joe Aston on Qantas story 26:46 - What is the Chairmans Lounge? 32:30 - Virgin & Qatar coming for Qantas? 36:20 - Finding sources in journalism 38:00 - Bias in journalism 46:15 - Power abuse in business 50:45 - Youth is wasted on the young ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan  Invest with us: https://bit.ly/R-invest  Access Show Notes: https://bit.ly/R-notes  Ask a question: https://bit.ly/R-quest  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Joe Aston, author of The Chairman's Lounge and prolific financial journalist, joins Owen Rask to dive into corporate ethics, the role of journalists and Qantas' control over the business elite, on this episode of The Australian Investors Podcast.

    Get Joe's book:

    • Amazon: https://www.amazon.com.au/Chairmans-Lounge-inside-story-Qantas/dp/1761429760
    • Audible: https://www.amazon.com.au/Chairmans-Lounge-Inside-Story-Qantas/dp/B0D9WJYSGJ

    Topics covered:

    1:30 - How Joe keeps companies accountable

    8:45 - Harvey Norman red flags

    15:30 - Joe Aston's research process

    23:00 - Joe Aston on Qantas story

    26:46 - What is the Chairmans Lounge?

    32:30 - Virgin & Qatar coming for Qantas?

    36:20 - Finding sources in journalism

    38:00 - Bias in journalism

    46:15 - Power abuse in business

    50:45 - Youth is wasted on the young

    ~~ Rask Resources ~~

    All services: https://bit.ly/R-services

    Financial Planning: https://bit.ly/R-plan 

    Invest with us: https://bit.ly/R-invest 

    Access Show Notes: https://bit.ly/R-notes 

    Ask a question: https://bit.ly/R-quest 

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3206 yes     Christmas Special 2 Sense: 40% in one stock, hidden risks of ETFs, forecasts for 2025 & more https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this episode of Rask Invest LIVE, your host Owen Rask, Chief Investment Officer of Rask Invest, will be joined for our "2 Sense" installment of Rask Invest LIVE x Australian Investors Podcast. Owen and Drew are joined by Jamie Nemtsas, fellow financial adviser and director at Wattle Partners, to: Answer your questions Dive deep into ETF investing Share our best lesson of 2024 One bold forecast for 2025, and Enjoy a unique tasting plate by Drew! ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan  Invest with us: https://bit.ly/R-invest  Access Show Notes: https://bit.ly/R-notes  Ask a question: https://bit.ly/R-quest  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 20 Dec 2024 20:00:00 -0000 Christmas Special 2 Sense: 40% in one stock, hidden risks of ETFs, forecasts for 2025 & more full Rask Rask Invest LIVE is back for our Christmas Special. And this time, we're combining forces with The Australian Investors Podcast's Drew Meredith, CFP and special guest Jamie Nemtsas, CFP! In this episode of Rask Invest LIVE, your host Owen Rask, Chief Investment Officer of Rask Invest, will be joined for our "2 Sense" installment of Rask Invest LIVE x Australian Investors Podcast. Owen and Drew are joined by Jamie Nemtsas, fellow financial adviser and director at Wattle Partners, to: Answer your questions Dive deep into ETF investing Share our best lesson of 2024 One bold forecast for 2025, and Enjoy a unique tasting plate by Drew! ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan  Invest with us: https://bit.ly/R-invest  Access Show Notes: https://bit.ly/R-notes  Ask a question: https://bit.ly/R-quest  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of Rask Invest LIVE, your host Owen Rask, Chief Investment Officer of Rask Invest, will be joined for our "2 Sense" installment of Rask Invest LIVE x Australian Investors Podcast.

    Owen and Drew are joined by Jamie Nemtsas, fellow financial adviser and director at Wattle Partners, to:

    1. Answer your questions
    2. Dive deep into ETF investing
    3. Share our best lesson of 2024
    4. One bold forecast for 2025, and
    5. Enjoy a unique tasting plate by Drew!


    ~~ Rask Resources ~~

    All services: https://bit.ly/R-services

    Financial Planning: https://bit.ly/R-plan 

    Invest with us: https://bit.ly/R-invest 

    Access Show Notes: https://bit.ly/R-notes 

    Ask a question: https://bit.ly/R-quest 

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3991 no     Year in Review: Crypto Gandhi, patience, personal growth & killer companies https://www.raskmedia.com.au/2024/12/18/rask-2024-year-in-review/ Welcome to Rask's 2024 Year in Review. This episode features snippets from an Olympian, Therapist, CEO, Influencers, Authors, Founders and more! Episodes to watch next (in order of first appearance in the Review): John Addis, leukaemia and dealing with uncertainty: https://www.raskmedia.com.au/2024/10/07/john-addis-book-how-not-to-lose-1-million/ Grant Hackett, bad times don’t last forever: https://www.youtube.com/watch?v=JLoIKV68-hw Marie Verkakis (to be released), therapist: https://youtu.be/f6EH6yHzzes Dave Gow, early retirement & looking inward: https://www.youtube.com/watch?v=UjoGibsgPG0 Tim Duggan, working less: https://www.youtube.com/watch?v=kzk7toGCycQ  Brian Hartzer, coaching kids: https://www.youtube.com/watch?v=xaFC9Pp2DPM Qiao Ma (to be released), Lehman lessons & killer companies: https://youtu.be/xh2D5FAR1mA Angus Donohoo, Crypto Gandi: https://www.raskmedia.com.au/2024/10/02/angus-donohoo-dating-apps/ Joe Aston, journalist & power abuse: https://youtu.be/Vu6FFGcsUBU Phil Lowe, former RBA governor: https://www.raskmedia.com.au/2024/11/27/phil-lowe-caroline-gurney-investing-on-purpose/ Paul Clitheroe, bullish on Australia: https://www.youtube.com/watch?v=AikPhtqJf48 Alec Rehehan, questions: https://www.youtube.com/watch?v=5mmCDdqV_xU Mike Kemp, market history: https://podcasts.apple.com/gb/podcast/how-to-actually-grow-wealthy-ft-mike-kemp-live-replay/id1414707038?i=1000646198287 Todd Barlow, portfolio management: https://www.raskmedia.com.au/2024/09/18/washington-h-soul-pattinson-co-ltd-asxsol-invest-ceo-todd-barlow/ ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan  Invest with us: https://bit.ly/R-invest  Access Show Notes: https://bit.ly/R-notes  Ask a question: https://bit.ly/R-quest  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 18 Dec 2024 04:36:00 -0000 Year in Review: Crypto Gandhi, patience, personal growth & killer companies full Rask Owen's best bits from 2024. One episode. Unbelievable insights. Welcome to Rask's 2024 Year in Review. This episode features snippets from an Olympian, Therapist, CEO, Influencers, Authors, Founders and more! Episodes to watch next (in order of first appearance in the Review): John Addis, leukaemia and dealing with uncertainty: https://www.raskmedia.com.au/2024/10/07/john-addis-book-how-not-to-lose-1-million/ Grant Hackett, bad times don’t last forever: https://www.youtube.com/watch?v=JLoIKV68-hw Marie Verkakis (to be released), therapist: https://youtu.be/f6EH6yHzzes Dave Gow, early retirement & looking inward: https://www.youtube.com/watch?v=UjoGibsgPG0 Tim Duggan, working less: https://www.youtube.com/watch?v=kzk7toGCycQ  Brian Hartzer, coaching kids: https://www.youtube.com/watch?v=xaFC9Pp2DPM Qiao Ma (to be released), Lehman lessons & killer companies: https://youtu.be/xh2D5FAR1mA Angus Donohoo, Crypto Gandi: https://www.raskmedia.com.au/2024/10/02/angus-donohoo-dating-apps/ Joe Aston, journalist & power abuse: https://youtu.be/Vu6FFGcsUBU Phil Lowe, former RBA governor: https://www.raskmedia.com.au/2024/11/27/phil-lowe-caroline-gurney-investing-on-purpose/ Paul Clitheroe, bullish on Australia: https://www.youtube.com/watch?v=AikPhtqJf48 Alec Rehehan, questions: https://www.youtube.com/watch?v=5mmCDdqV_xU Mike Kemp, market history: https://podcasts.apple.com/gb/podcast/how-to-actually-grow-wealthy-ft-mike-kemp-live-replay/id1414707038?i=1000646198287 Todd Barlow, portfolio management: https://www.raskmedia.com.au/2024/09/18/washington-h-soul-pattinson-co-ltd-asxsol-invest-ceo-todd-barlow/ ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan  Invest with us: https://bit.ly/R-invest  Access Show Notes: https://bit.ly/R-notes  Ask a question: https://bit.ly/R-quest  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Welcome to Rask's 2024 Year in Review. This episode features snippets from an Olympian, Therapist, CEO, Influencers, Authors, Founders and more!

    Episodes to watch next (in order of first appearance in the Review):

    John Addis, leukaemia and dealing with uncertainty: https://www.raskmedia.com.au/2024/10/07/john-addis-book-how-not-to-lose-1-million/

    Grant Hackett, bad times don’t last forever: https://www.youtube.com/watch?v=JLoIKV68-hw

    Marie Verkakis (to be released), therapist: https://youtu.be/f6EH6yHzzes

    Dave Gow, early retirement & looking inward: https://www.youtube.com/watch?v=UjoGibsgPG0

    Tim Duggan, working less: https://www.youtube.com/watch?v=kzk7toGCycQ 

    Brian Hartzer, coaching kids: https://www.youtube.com/watch?v=xaFC9Pp2DPM

    Qiao Ma (to be released), Lehman lessons & killer companies: https://youtu.be/xh2D5FAR1mA

    Angus Donohoo, Crypto Gandi: https://www.raskmedia.com.au/2024/10/02/angus-donohoo-dating-apps/

    Joe Aston, journalist & power abuse: https://youtu.be/Vu6FFGcsUBU

    Phil Lowe, former RBA governor: https://www.raskmedia.com.au/2024/11/27/phil-lowe-caroline-gurney-investing-on-purpose/

    Paul Clitheroe, bullish on Australia: https://www.youtube.com/watch?v=AikPhtqJf48

    Alec Rehehan, questions: https://www.youtube.com/watch?v=5mmCDdqV_xU

    Mike Kemp, market history: https://podcasts.apple.com/gb/podcast/how-to-actually-grow-wealthy-ft-mike-kemp-live-replay/id1414707038?i=1000646198287

    Todd Barlow, portfolio management: https://www.raskmedia.com.au/2024/09/18/washington-h-soul-pattinson-co-ltd-asxsol-invest-ceo-todd-barlow/


    ~~ Rask Resources ~~

    All services: https://bit.ly/R-services

    Financial Planning: https://bit.ly/R-plan 

    Invest with us: https://bit.ly/R-invest 

    Access Show Notes: https://bit.ly/R-notes 

    Ask a question: https://bit.ly/R-quest 

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     5387 no     Pull apart: EML Payments (ASX:EML) & Catapult Group (ASX: CAT), with Steve Johnson from Forager https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Steve Johnson, CFA joins Owen Rask to dive deep into the beaten-down ASX play, EML Payments (ASX: EML) and recaps his thesis on Catapult Group (ASX: CAT). Steve Johnson is the founder and Chief Investment Officer of Forager Funds Management in Sydney and one of the most honest, genuine and thoughtful investors in Australia. Book a Forager investing call with Steve: http://bit.ly/49lZ2Xa Note before booking: spaces are STRICTLY LIMITED and for genuine investors only. You can use this time with Steve to discuss his portfolio allocations, funds management and how to invest with Forager. ~~ Stocks covered ~~ EML Payments Ltd (ASX: EML) Catapult Group International Ltd (ASX: CAT) ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 16 Dec 2024 04:30:00 -0000 Pull apart: EML Payments (ASX:EML) & Catapult Group (ASX: CAT), with Steve Johnson from Forager full Rask Steve Johnson, CFA joins us to dive deep into the beaten-down ASX play, EML Payments (ASX: EML) and recaps his thesis on Catapult Group (ASX: CAT). Steve Johnson, CFA joins Owen Rask to dive deep into the beaten-down ASX play, EML Payments (ASX: EML) and recaps his thesis on Catapult Group (ASX: CAT). Steve Johnson is the founder and Chief Investment Officer of Forager Funds Management in Sydney and one of the most honest, genuine and thoughtful investors in Australia. Book a Forager investing call with Steve: http://bit.ly/49lZ2Xa Note before booking: spaces are STRICTLY LIMITED and for genuine investors only. You can use this time with Steve to discuss his portfolio allocations, funds management and how to invest with Forager. ~~ Stocks covered ~~ EML Payments Ltd (ASX: EML) Catapult Group International Ltd (ASX: CAT) ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Steve Johnson, CFA joins Owen Rask to dive deep into the beaten-down ASX play, EML Payments (ASX: EML) and recaps his thesis on Catapult Group (ASX: CAT).

    Steve Johnson is the founder and Chief Investment Officer of Forager Funds Management in Sydney and one of the most honest, genuine and thoughtful investors in Australia.

    Book a Forager investing call with Steve: http://bit.ly/49lZ2Xa

    Note before booking: spaces are STRICTLY LIMITED and for genuine investors only. You can use this time with Steve to discuss his portfolio allocations, funds management and how to invest with Forager.

    ~~ Stocks covered ~~

    • EML Payments Ltd (ASX: EML)
    • Catapult Group International Ltd (ASX: CAT)


    ~~ Resources you'll love ~~

    Access Show Notes: https://bit.ly/R-notes

    Invest with Owen: https://bit.ly/R-invest

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2970 no     Dr Andrew Deremith makes BOLD 2025 ASX stock call https://www.raskmedia.com.au/podcasts/australian-investors-podcast On this Australian Investors Podcast episode, you're in for a treat. Though he might have lost the 2024 stock picking challenge (by 70%), against Owen Rask, Dr Andrew Deremith, ESQ, is back again to bet on an ASX-listed funds management stock. Owen picked Magellan last year (+35%). Drew picked Platinum (down ~35%). But this year, Drew is going "double or nothing" and picking Perpetual - Owen is sticking with Magellan. Topics covered in today's episode: Magellan/Owen wins, Platinum/Drew loses Perpetual's massive tax bill Do you invest in China? How to invest at retirement Can property investing be ethical? Stocks to win from AUD What to do with your stock news over Christmas Resources for this episode: Ask a question & submit stocks/ETFs ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Financial Planning: https://bit.ly/R-plan Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 13 Dec 2024 20:00:00 -0000 Dr Andrew Deremith makes BOLD 2025 ASX stock call full Rask Owen picked Magellan last year (+35%). Drew picked Platinum (down ~35%). But the doctor is back! On this Australian Investors Podcast episode, you're in for a treat. Though he might have lost the 2024 stock picking challenge (by 70%), against Owen Rask, Dr Andrew Deremith, ESQ, is back again to bet on an ASX-listed funds management stock. Owen picked Magellan last year (+35%). Drew picked Platinum (down ~35%). But this year, Drew is going "double or nothing" and picking Perpetual - Owen is sticking with Magellan. Topics covered in today's episode: Magellan/Owen wins, Platinum/Drew loses Perpetual's massive tax bill Do you invest in China? How to invest at retirement Can property investing be ethical? Stocks to win from AUD What to do with your stock news over Christmas Resources for this episode: Ask a question & submit stocks/ETFs ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Financial Planning: https://bit.ly/R-plan Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices On this Australian Investors Podcast episode, you're in for a treat. Though he might have lost the 2024 stock picking challenge (by 70%), against Owen Rask, Dr Andrew Deremith, ESQ, is back again to bet on an ASX-listed funds management stock.

    Owen picked Magellan last year (+35%). Drew picked Platinum (down ~35%).

    But this year, Drew is going "double or nothing" and picking Perpetual - Owen is sticking with Magellan.

    Topics covered in today's episode:

    • Magellan/Owen wins, Platinum/Drew loses
    • Perpetual's massive tax bill
    • Do you invest in China?
    • How to invest at retirement
    • Can property investing be ethical?
    • Stocks to win from AUD
    • What to do with your stock news over Christmas


    Resources for this episode:

    Ask a question & submit stocks/ETFs


    ~~ Resources you'll love ~~

    Invest with Owen: https://bit.ly/R-invest

    Financial Planning: https://bit.ly/R-plan

    Access Show Notes: https://bit.ly/R-notes

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3010 yes     Is stagflation coming? How to invest in Trump 2.0 https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast episode, Owen Rask sits down with Global X's Billy Leung to explore: What the Trump election plus Fed rate cuts mean to us Can US exceptionalism continue? Is the US market too expensive? How do you position a portfolio for uncertainty in the US? Is stagflation a looming problem? Billy's strong case for cybersecurity Fund in focus: Global X BUGG ETF (ASX: BUGG): https://www.globalxetfs.com.au/funds/bugg/ Global X is a long-term sponsor of The Australian Investors Podcast. ~~ Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan  Invest with us: https://bit.ly/R-invest  Access Show Notes: https://bit.ly/R-notes  Ask a question: https://bit.ly/R-quest  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 11 Dec 2024 06:55:43 -0000 Is stagflation coming? How to invest in Trump 2.0 full Rask Donald Trump has won the US Election, the Fed has started cutting rates, and US earnings are beyond us... now what? In this Australian Investors Podcast episode, Owen Rask sits down with Global X's Billy Leung to explore: What the Trump election plus Fed rate cuts mean to us Can US exceptionalism continue? Is the US market too expensive? How do you position a portfolio for uncertainty in the US? Is stagflation a looming problem? Billy's strong case for cybersecurity Fund in focus: Global X BUGG ETF (ASX: BUGG): https://www.globalxetfs.com.au/funds/bugg/ Global X is a long-term sponsor of The Australian Investors Podcast. ~~ Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan  Invest with us: https://bit.ly/R-invest  Access Show Notes: https://bit.ly/R-notes  Ask a question: https://bit.ly/R-quest  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, Owen Rask sits down with Global X's Billy Leung to explore:

    • What the Trump election plus Fed rate cuts mean to us
    • Can US exceptionalism continue?
    • Is the US market too expensive?
    • How do you position a portfolio for uncertainty in the US?
    • Is stagflation a looming problem?
    • Billy's strong case for cybersecurity

    Fund in focus: Global X BUGG ETF (ASX: BUGG): https://www.globalxetfs.com.au/funds/bugg/

    Global X is a long-term sponsor of The Australian Investors Podcast.

    ~~ Resources ~~

    All services: https://bit.ly/R-services

    Financial Planning: https://bit.ly/R-plan 

    Invest with us: https://bit.ly/R-invest 

    Access Show Notes: https://bit.ly/R-notes 

    Ask a question: https://bit.ly/R-quest 


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1759 no     Top 20 traded ASX shares, and the most popular brokers https://www.raskmedia.com.au/podcasts/australian-investors-podcast In this Australian Investors Podcast episode your host Owen Rask speak with Doug Morris, the CEO of Sharesight, to discuss the most traded stocks and ETFs in Australia, where AI could take your investing and the most popular brokers. Topics covered today: The rise of ETF investing 20 most traded ASX shares & ETFs Investor trends of 2024 Most popular share brokers in Australia Doug's one bold forecast for 2030 Most traded shares blog post: https://www.sharesight.com/blog/top-trades-australian-sharesight-users-october-2024 ~~ Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan  Invest with us: https://bit.ly/R-invest  Access Show Notes: https://bit.ly/R-notes  Ask a question: https://bit.ly/R-quest  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 09 Dec 2024 05:00:00 -0000 Top 20 traded ASX shares, and the most popular brokers full Rask Doug Morris from Sharesight joins Owen Rask to talk about the most traded shares and ETFs, plus the top 5 brokers. In this Australian Investors Podcast episode your host Owen Rask speak with Doug Morris, the CEO of Sharesight, to discuss the most traded stocks and ETFs in Australia, where AI could take your investing and the most popular brokers. Topics covered today: The rise of ETF investing 20 most traded ASX shares & ETFs Investor trends of 2024 Most popular share brokers in Australia Doug's one bold forecast for 2030 Most traded shares blog post: https://www.sharesight.com/blog/top-trades-australian-sharesight-users-october-2024 ~~ Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan  Invest with us: https://bit.ly/R-invest  Access Show Notes: https://bit.ly/R-notes  Ask a question: https://bit.ly/R-quest  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode your host Owen Rask speak with Doug Morris, the CEO of Sharesight, to discuss the most traded stocks and ETFs in Australia, where AI could take your investing and the most popular brokers.

    Topics covered today:

    • The rise of ETF investing
    • 20 most traded ASX shares & ETFs
    • Investor trends of 2024
    • Most popular share brokers in Australia
    • Doug's one bold forecast for 2030

    Most traded shares blog post:

    https://www.sharesight.com/blog/top-trades-australian-sharesight-users-october-2024

    ~~ Resources ~~

    All services: https://bit.ly/R-services

    Financial Planning: https://bit.ly/R-plan 

    Invest with us: https://bit.ly/R-invest 

    Access Show Notes: https://bit.ly/R-notes 

    Ask a question: https://bit.ly/R-quest 


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2096 no     Is the stock market overvalued? https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ On this weekend's Australian Investors Podcast 2 Sense episode, financial adviser Drew Meredith and Chief Investment Officer Owen Rask talk: - Drew is planning to buy TWO Teslas - Is the stock market too expensive? - Would you buy stocks today? - Zip Co (ASX: ZIP) and Pro Medicus (ASX: PME) founders sell down - How Drew outperforms - Is 0.5% too much for Super fees? - I want to gift my son $500 of shares - Birchal's crowd-funding - good idea? - Coming soon! 3 Fake portfolios! Resources for this episode: Ask a question & submit stocks/ETFs Tesla cost break-down by Tim Superguide retirement modelling Is $1m enough Birchal Rask episode ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Financial Planning: https://bit.ly/R-plan Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 06 Dec 2024 20:00:00 -0000 Is the stock market overvalued? full Rask The stock market is punching all-time highs. Can it keep pushing higher or will it fall? On this weekend's Australian Investors Podcast 2 Sense episode, financial adviser Drew Meredith and Chief Investment Officer Owen Rask talk: - Drew is planning to buy TWO Teslas - Is the stock market too expensive? - Would you buy stocks today? - Zip Co (ASX: ZIP) and Pro Medicus (ASX: PME) founders sell down - How Drew outperforms - Is 0.5% too much for Super fees? - I want to gift my son $500 of shares - Birchal's crowd-funding - good idea? - Coming soon! 3 Fake portfolios! Resources for this episode: Ask a question & submit stocks/ETFs Tesla cost break-down by Tim Superguide retirement modelling Is $1m enough Birchal Rask episode ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Financial Planning: https://bit.ly/R-plan Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices On this weekend's Australian Investors Podcast 2 Sense episode, financial adviser Drew Meredith and Chief Investment Officer Owen Rask talk:

    - Drew is planning to buy TWO Teslas

    - Is the stock market too expensive?

    - Would you buy stocks today?

    - Zip Co (ASX: ZIP) and Pro Medicus (ASX: PME) founders sell down

    - How Drew outperforms

    - Is 0.5% too much for Super fees?

    - I want to gift my son $500 of shares

    - Birchal's crowd-funding - good idea?

    - Coming soon! 3 Fake portfolios!


    Resources for this episode:

    Ask a question & submit stocks/ETFs

    Tesla cost break-down by Tim

    Superguide retirement modelling

    Is $1m enough

    Birchal Rask episode


    ~~ Resources you'll love ~~

    Invest with Owen: https://bit.ly/R-invest

    Financial Planning: https://bit.ly/R-plan

    Access Show Notes: https://bit.ly/R-notes

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3071 no     6 ASX small caps flying under the radar, with Ben Richards https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Ben Richards from Seneca Financial Solutions is back with Owen Rask on The Australian Investors Podcast to dive into 6 under-the-radar small cap ASX companies: Objective Corp Ltd (ASX: OCL) Catapult Group Ltd (ASX: CAT) Jumbo Interactive Ltd (ASX: JIN) XRF Scientific Ltd (ASX: XRF) RPM Global Ltd (ASX: RUL) Imdex Ltd (ASX: IMD) Free portfolio review with Luke: https://senecafs.zohobookings.com/#/rask-seneca Free stock report: Email hello@goodresearch.com.au and request it, saying you heard it on RASK.  ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 04 Dec 2024 04:30:00 -0000 6 ASX small caps flying under the radar, with Ben Richards full Rask Ben talks XRF Scientific (ASX: XRF), RPM Global (ASX: RUL), Jumbo Interactive (ASX:JIN) and more! Ben Richards from Seneca Financial Solutions is back with Owen Rask on The Australian Investors Podcast to dive into 6 under-the-radar small cap ASX companies: Objective Corp Ltd (ASX: OCL) Catapult Group Ltd (ASX: CAT) Jumbo Interactive Ltd (ASX: JIN) XRF Scientific Ltd (ASX: XRF) RPM Global Ltd (ASX: RUL) Imdex Ltd (ASX: IMD) Free portfolio review with Luke: https://senecafs.zohobookings.com/#/rask-seneca Free stock report: Email hello@goodresearch.com.au and request it, saying you heard it on RASK.  ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Ben Richards from Seneca Financial Solutions is back with Owen Rask on The Australian Investors Podcast to dive into 6 under-the-radar small cap ASX companies:

    • Objective Corp Ltd (ASX: OCL)
    • Catapult Group Ltd (ASX: CAT)
    • Jumbo Interactive Ltd (ASX: JIN)
    • XRF Scientific Ltd (ASX: XRF)
    • RPM Global Ltd (ASX: RUL)
    • Imdex Ltd (ASX: IMD)


    Free portfolio review with Luke: https://senecafs.zohobookings.com/#/rask-seneca

    Free stock report: Email hello@goodresearch.com.au and request it, saying you heard it on RASK. 

    ~~ Resources you'll love ~~

    Access Show Notes: https://bit.ly/R-notes

    Invest with Owen: https://bit.ly/R-invest

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2393     The ASX 200 most dominant stocks https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ On this weekend's Australian Investors Podcast 2 Sense episode, financial adviser Drew Meredith and Chief Investment Officer Owen Rask talk: Topics discussed today include - The ASX 200's movers and shakers in 2024 - Investment trusts like QRI - A2 Milk (ASX: A2M) is making a splash - What happened to Revasum? - Would you ever in...vest in Super? ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Financial Planning: https://bit.ly/R-plan Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 29 Nov 2024 20:00:00 -0000 The ASX 200 most dominant stocks full Rask The ASX is booming. But which stocks are driving it? Drew and Owen discuss. On this weekend's Australian Investors Podcast 2 Sense episode, financial adviser Drew Meredith and Chief Investment Officer Owen Rask talk: Topics discussed today include - The ASX 200's movers and shakers in 2024 - Investment trusts like QRI - A2 Milk (ASX: A2M) is making a splash - What happened to Revasum? - Would you ever in...vest in Super? ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Financial Planning: https://bit.ly/R-plan Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices On this weekend's Australian Investors Podcast 2 Sense episode, financial adviser Drew Meredith and Chief Investment Officer Owen Rask talk:

    Topics discussed today include

    - The ASX 200's movers and shakers in 2024

    - Investment trusts like QRI

    - A2 Milk (ASX: A2M) is making a splash

    - What happened to Revasum?

    - Would you ever in...vest in Super?


    ~~ Resources you'll love ~~

    Invest with Owen: https://bit.ly/R-invest

    Financial Planning: https://bit.ly/R-plan

    Access Show Notes: https://bit.ly/R-notes

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00



    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3096 no     Future Generation: investing with purpose, ft. Phil Lowe & CEO Caroline Gurney [Bonus] https://www.raskmedia.com.au/podcasts/australian-investors-podcast Future Generation Chairman and former RBA Governor Philip Lowe and CEO Caroline Gurney join Owen Rask, Chief Investment Officer and founder of The Rask Group, for this special 10-year anniversary edition episode. This month, Future Generation Australia is celebrating its 10-year anniversary of dual-purpose investing. Support Future Generation (how to invest): https://futuregeninvest.com.au/2023/11/30/how-to-invest-with-future-generation/ ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Financial Planning: https://bit.ly/R-plan Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 27 Nov 2024 04:30:00 -0000 Future Generation: investing with purpose, ft. Phil Lowe & CEO Caroline Gurney [Bonus] full Rask Phil Lowe and Caroline Gurney join Owen for this special episode on The Australian Investors Podcast. Future Generation Chairman and former RBA Governor Philip Lowe and CEO Caroline Gurney join Owen Rask, Chief Investment Officer and founder of The Rask Group, for this special 10-year anniversary edition episode. This month, Future Generation Australia is celebrating its 10-year anniversary of dual-purpose investing. Support Future Generation (how to invest): https://futuregeninvest.com.au/2023/11/30/how-to-invest-with-future-generation/ ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Financial Planning: https://bit.ly/R-plan Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Future Generation Chairman and former RBA Governor Philip Lowe and CEO Caroline Gurney join Owen Rask, Chief Investment Officer and founder of The Rask Group, for this special 10-year anniversary edition episode.

    This month, Future Generation Australia is celebrating its 10-year anniversary of dual-purpose investing.

    Support Future Generation (how to invest):

    https://futuregeninvest.com.au/2023/11/30/how-to-invest-with-future-generation/


    ~~ Resources you'll love ~~

    Invest with Owen: https://bit.ly/R-invest

    Financial Planning: https://bit.ly/R-plan

    Access Show Notes: https://bit.ly/R-notes

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1213 no     7 reasons why property is better than shares https://www.raskmedia.com.au/podcasts/australian-investors-podcast Is it, property AND shares? Property OR shares? Or ALL property and NO shares? Marc Jocum of Global X ETFs Australia joins Owen Rask in this Australian Investors Podcast episode to explain 7 reasons why property investing in Australia could be better than shares and ETFs (Exchange Traded Funds). But wait, there's more! This Property Versus Shares episode is part 3/3 and follows a super-popular episode. Part 2/3: 10 reasons why shares and ETFs are better than property (in retirement): https://www.youtube.com/watch?v=-Gmi7exrScQ Part 1/3: How to use shares and ETFs for passive income: https://www.youtube.com/watch?v=YniljKAXnqY&t=0s 7 Reasons to invest in property 1. Leverage, unlike any other 2. Familiarity, leading to less bias 3. Tax benefits, negative gearing anyone? 4. Supply & demand imbalances = more scarcity with assets 5. Inflation hedge, as build costs and rents adjust to inflation 6. Optionality, within the property and across your wealth 7. Government support, get the conspiracy pitchforks ready! Resources: Global X website (all funds): https://bit.ly/gx-funds ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 25 Nov 2024 04:30:00 -0000 7 reasons why property is better than shares full Rask Is it, property AND shares? Property OR shares? Or ALL property, NO shares? Is it, property AND shares? Property OR shares? Or ALL property and NO shares? Marc Jocum of Global X ETFs Australia joins Owen Rask in this Australian Investors Podcast episode to explain 7 reasons why property investing in Australia could be better than shares and ETFs (Exchange Traded Funds). But wait, there's more! This Property Versus Shares episode is part 3/3 and follows a super-popular episode. Part 2/3: 10 reasons why shares and ETFs are better than property (in retirement): https://www.youtube.com/watch?v=-Gmi7exrScQ Part 1/3: How to use shares and ETFs for passive income: https://www.youtube.com/watch?v=YniljKAXnqY&t=0s 7 Reasons to invest in property 1. Leverage, unlike any other 2. Familiarity, leading to less bias 3. Tax benefits, negative gearing anyone? 4. Supply & demand imbalances = more scarcity with assets 5. Inflation hedge, as build costs and rents adjust to inflation 6. Optionality, within the property and across your wealth 7. Government support, get the conspiracy pitchforks ready! Resources: Global X website (all funds): https://bit.ly/gx-funds ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Is it, property AND shares? Property OR shares? Or ALL property and NO shares?

    Marc Jocum of Global X ETFs Australia joins Owen Rask in this Australian Investors Podcast episode to explain 7 reasons why property investing in Australia could be better than shares and ETFs (Exchange Traded Funds).

    But wait, there's more!

    This Property Versus Shares episode is part 3/3 and follows a super-popular episode.

    Part 2/3: 10 reasons why shares and ETFs are better than property (in retirement): https://www.youtube.com/watch?v=-Gmi7exrScQ

    Part 1/3: How to use shares and ETFs for passive income:

    https://www.youtube.com/watch?v=YniljKAXnqY&t=0s

    7 Reasons to invest in property

    1. Leverage, unlike any other

    2. Familiarity, leading to less bias

    3. Tax benefits, negative gearing anyone?

    4. Supply & demand imbalances = more scarcity with assets

    5. Inflation hedge, as build costs and rents adjust to inflation

    6. Optionality, within the property and across your wealth

    7. Government support, get the conspiracy pitchforks ready!

    Resources:

    Global X website (all funds): https://bit.ly/gx-funds

    ~~ Resources you'll love ~~

    Access Show Notes: https://bit.ly/R-notes

    Invest with Owen: https://bit.ly/R-invest

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2917 no     NVIDIA, Drew bashes Host Plus & investing for kids https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ On this weekend's Australian Investors Podcast 2 Sense episode, financial adviser Drew Meredith and Chief Investment Officer Owen Rask talk investing for kids, NVIDIA (NVDA) results and why Drew hates industry Super funds like Host Plus (just kidding!). ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Financial Planning: https://bit.ly/R-plan Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 22 Nov 2024 20:00:00 -0000 NVIDIA, Drew bashes Host Plus & investing for kids full Rask On this weekend's Australian Investors Podcast 2 Sense episode, financial adviser Drew Meredith and Chief Investment Officer Owen Rask talk investing for kids, NVIDIA (NVDA) results and why Drew hates industry Super funds like Host Plus (just kidding!). On this weekend's Australian Investors Podcast 2 Sense episode, financial adviser Drew Meredith and Chief Investment Officer Owen Rask talk investing for kids, NVIDIA (NVDA) results and why Drew hates industry Super funds like Host Plus (just kidding!). ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Financial Planning: https://bit.ly/R-plan Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices On this weekend's Australian Investors Podcast 2 Sense episode, financial adviser Drew Meredith and Chief Investment Officer Owen Rask talk investing for kids, NVIDIA (NVDA) results and why Drew hates industry Super funds like Host Plus (just kidding!).


    ~~ Resources you'll love ~~


    Invest with Owen: https://bit.ly/R-invest

    Financial Planning: https://bit.ly/R-plan

    Access Show Notes: https://bit.ly/R-notes

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3514 no     Brian Hartzer: analysing Big Banks & lessons on leadership https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Brian Hartzer, former Westpac Group (ASX: WBC) CEO, author of The Leadership Star, and CEO of Quantium Health, features on this episode of The Australian Investors Podcast with Owen Rask. Brian Hartzer is an experienced executive and banker, leadership mentor and investor who served as CEO of the Westpac Banking Group from 2015 to 2019. Prior to his time as Westpac’s CEO, Brian spent 15 years in senior executive roles at major banks in Australia and the UK. These roles included Brian becoming CEO at Westpac, and divisional chief executive at the Royal Bank of Scotland Group (RBS) and ANZ Banking Group (ASX: ANZ). Prior to joining ANZ, Brian spent ten years as a financial services strategy consultant at First Manhattan Consulting Group in New York, Melbourne and San Francisco. Based in Sydney, Brian is CEO of data and technology platform, Quantium, where he is CEO of the group's Health business. In this Australian Investors Podcast with Owen Rask, Brian Hartzer shares: 1. His journey and early life, with key lessons from parents to boarding school 2. Getting into Princeton and turning down a job at JP Morgan 3. Discovering the power of banking 4. Lessons learned at ANZ as it transitioned to digital 5. The GFC and it's impact on Royal Bank of Scotland 6. Developing as a leader through challenges in the UK and Australia 7. Brian's role at Westpac 8. Taking on the CEO role at Westpac during the Royal Commission 9. The five key principles of Brian's Leadership Star framewokr 10. What it means to 'clear the way' for brilliant employees 11. The role of AI and Brian's role at Quantium Health 12. Two pieces of Brian would give himself Brian's book on Amazon: https://www.amazon.com.au/Leadership-Star-Practical-Building-Engagement/dp/0730390837 Brian's book on Audible: https://www.audible.com.au/pd/The-Leadership-Star-Audiobook/B09JG11S5Q Leadership star website: https://www.theleadershipstar.com/ Quantium: https://quantium.com/ ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Financial Planning: https://bit.ly/R-plan Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 20 Nov 2024 06:15:45 -0000 Brian Hartzer: analysing Big Banks & lessons on leadership full Rask Brian Hartzer, former Westpac Group (ASX: WBC) CEO, author of The Leadership Star, and CEO of Quantium Health, features on this episode of The Australian Investors Podcast with Owen Rask. Brian Hartzer, former Westpac Group (ASX: WBC) CEO, author of The Leadership Star, and CEO of Quantium Health, features on this episode of The Australian Investors Podcast with Owen Rask. Brian Hartzer is an experienced executive and banker, leadership mentor and investor who served as CEO of the Westpac Banking Group from 2015 to 2019. Prior to his time as Westpac’s CEO, Brian spent 15 years in senior executive roles at major banks in Australia and the UK. These roles included Brian becoming CEO at Westpac, and divisional chief executive at the Royal Bank of Scotland Group (RBS) and ANZ Banking Group (ASX: ANZ). Prior to joining ANZ, Brian spent ten years as a financial services strategy consultant at First Manhattan Consulting Group in New York, Melbourne and San Francisco. Based in Sydney, Brian is CEO of data and technology platform, Quantium, where he is CEO of the group's Health business. In this Australian Investors Podcast with Owen Rask, Brian Hartzer shares: 1. His journey and early life, with key lessons from parents to boarding school 2. Getting into Princeton and turning down a job at JP Morgan 3. Discovering the power of banking 4. Lessons learned at ANZ as it transitioned to digital 5. The GFC and it's impact on Royal Bank of Scotland 6. Developing as a leader through challenges in the UK and Australia 7. Brian's role at Westpac 8. Taking on the CEO role at Westpac during the Royal Commission 9. The five key principles of Brian's Leadership Star framewokr 10. What it means to 'clear the way' for brilliant employees 11. The role of AI and Brian's role at Quantium Health 12. Two pieces of Brian would give himself Brian's book on Amazon: https://www.amazon.com.au/Leadership-Star-Practical-Building-Engagement/dp/0730390837 Brian's book on Audible: https://www.audible.com.au/pd/The-Leadership-Star-Audiobook/B09JG11S5Q Leadership star website: https://www.theleadershipstar.com/ Quantium: https://quantium.com/ ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Financial Planning: https://bit.ly/R-plan Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Brian Hartzer, former Westpac Group (ASX: WBC) CEO, author of The Leadership Star, and CEO of Quantium Health, features on this episode of The Australian Investors Podcast with Owen Rask.

    Brian Hartzer is an experienced executive and banker, leadership mentor and investor who served as CEO of the Westpac Banking Group from 2015 to 2019. Prior to his time as Westpac’s CEO, Brian spent 15 years in senior executive roles at major banks in Australia and the UK.

    These roles included Brian becoming CEO at Westpac, and divisional chief executive at the Royal Bank of Scotland Group (RBS) and ANZ Banking Group (ASX: ANZ).

    Prior to joining ANZ, Brian spent ten years as a financial services strategy consultant at First Manhattan Consulting Group in New York, Melbourne and San Francisco.

    Based in Sydney, Brian is CEO of data and technology platform, Quantium, where he is CEO of the group's Health business.

    In this Australian Investors Podcast with Owen Rask, Brian Hartzer shares:

    1. His journey and early life, with key lessons from parents to boarding school

    2. Getting into Princeton and turning down a job at JP Morgan

    3. Discovering the power of banking

    4. Lessons learned at ANZ as it transitioned to digital

    5. The GFC and it's impact on Royal Bank of Scotland

    6. Developing as a leader through challenges in the UK and Australia

    7. Brian's role at Westpac

    8. Taking on the CEO role at Westpac during the Royal Commission

    9. The five key principles of Brian's Leadership Star framewokr

    10. What it means to 'clear the way' for brilliant employees

    11. The role of AI and Brian's role at Quantium Health

    12. Two pieces of Brian would give himself


    Brian's book on Amazon: https://www.amazon.com.au/Leadership-Star-Practical-Building-Engagement/dp/0730390837

    Brian's book on Audible: https://www.audible.com.au/pd/The-Leadership-Star-Audiobook/B09JG11S5Q

    Leadership star website: https://www.theleadershipstar.com/

    Quantium: https://quantium.com/

    ~~ Resources you'll love ~~

    Invest with Owen: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Financial Planning: https://bit.ly/R-plan

    Ask a question: https://bit.ly/3QtiY00

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     5447 no     Is the Vanguard global small cap ETF a good bet? Plus, Magellan or Platinum? https://www.raskmedia.com.au/2024/11/16/is-the-vanguard-global-small-cap-etf-vism On this weekend's Australian Investors Podcast 2 Sense episode, financial adviser Drew Meredith and Chief Investment Officer Owen Rask talk: Should Drew buy a Tesla or Prado? Vanguard global small caps Active versus passive Whitefield's yield play Transferring assets out of an SMSF Do I salary sacrifice or invest outside Super? ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Financial Planning: https://bit.ly/R-plan Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 15 Nov 2024 20:00:00 -0000 Is the Vanguard global small cap ETF a good bet? Plus, Magellan or Platinum? full Rask Should Drew buy a Tesla? Or a Prado? Is the Vanguard Global Small Caps (ASX:VISM) a good option? On this weekend's Australian Investors Podcast 2 Sense episode, financial adviser Drew Meredith and Chief Investment Officer Owen Rask talk: Should Drew buy a Tesla or Prado? Vanguard global small caps Active versus passive Whitefield's yield play Transferring assets out of an SMSF Do I salary sacrifice or invest outside Super? ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Financial Planning: https://bit.ly/R-plan Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices On this weekend's Australian Investors Podcast 2 Sense episode, financial adviser Drew Meredith and Chief Investment Officer Owen Rask talk:

    1. Should Drew buy a Tesla or Prado?
    2. Vanguard global small caps
    3. Active versus passive
    4. Whitefield's yield play
    5. Transferring assets out of an SMSF
    6. Do I salary sacrifice or invest outside Super?


    ~~ Resources you'll love ~~

    Invest with Owen: https://bit.ly/R-invest

    Financial Planning: https://bit.ly/R-plan

    Access Show Notes: https://bit.ly/R-notes

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2888 no     $600,000 by 27 and Forbes 30 Under 30, with Tash Invests https://www.raskmedia.com.au/podcasts/australian-investors-podcast Tash Invests, AKA Natasha Etschmann, features on this episode of The Australian Investors Podcast with Owen Rask. Tash Invests is one of Australia's most widely followed financial educators, authors, podcast hosts and content creators. Based in Melbourne, Tash's influence has grown dramatically, even earning her a spot in Forbes 30 Under 30 in 2024. At the age of just 27, Tash has achieved an incredible amount. She joined Owen to talk about her journey to building wealth through shares and property, why she and Ana Kresina wrote How To Not Work Forever, earning income online, how she invests, and more. Tash & Ana's book: https://www.amazon.com.au/How-Not-Work-Forever-Investing/dp/1394248865 Instagram: https://www.instagram.com/tashinvests/ Get Rich Slow Podcast: https://podcasts.apple.com/au/podcast/get-rich-slow-club/id1674449171 ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Financial Planning: https://bit.ly/R-plan Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 13 Nov 2024 06:33:00 -0000 $600,000 by 2027 and Forbes 30 Under 30, with Tash Invests full Rask Natasha Etschmann is a powerhouse in branding, financial education and content creation. Tash Invests, AKA Natasha Etschmann, features on this episode of The Australian Investors Podcast with Owen Rask. Tash Invests is one of Australia's most widely followed financial educators, authors, podcast hosts and content creators. Based in Melbourne, Tash's influence has grown dramatically, even earning her a spot in Forbes 30 Under 30 in 2024. At the age of just 27, Tash has achieved an incredible amount. She joined Owen to talk about her journey to building wealth through shares and property, why she and Ana Kresina wrote How To Not Work Forever, earning income online, how she invests, and more. Tash & Ana's book: https://www.amazon.com.au/How-Not-Work-Forever-Investing/dp/1394248865 Instagram: https://www.instagram.com/tashinvests/ Get Rich Slow Podcast: https://podcasts.apple.com/au/podcast/get-rich-slow-club/id1674449171 ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Financial Planning: https://bit.ly/R-plan Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Tash Invests, AKA Natasha Etschmann, features on this episode of The Australian Investors Podcast with Owen Rask.

    Tash Invests is one of Australia's most widely followed financial educators, authors, podcast hosts and content creators.

    Based in Melbourne, Tash's influence has grown dramatically, even earning her a spot in Forbes 30 Under 30 in 2024. At the age of just 27, Tash has achieved an incredible amount.

    She joined Owen to talk about her journey to building wealth through shares and property, why she and Ana Kresina wrote How To Not Work Forever, earning income online, how she invests, and more.

    Tash & Ana's book: https://www.amazon.com.au/How-Not-Work-Forever-Investing/dp/1394248865

    Instagram: https://www.instagram.com/tashinvests/

    Get Rich Slow Podcast: https://podcasts.apple.com/au/podcast/get-rich-slow-club/id1674449171

    ~~ Resources you'll love ~~

    Invest with Owen: https://bit.ly/R-invest

    Financial Planning: https://bit.ly/R-plan

    Access Show Notes: https://bit.ly/R-notes

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Ask a question: https://bit.ly/3QtiY00


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2888 no     Make Investing Great Again - MIGA Trump Rally On this weekend's Australian Investors Podcast 2 Sense episode, financial adviser Drew Meredith and Chief Investment Officer Owen Rask go live from Melbourne to answer your questions... and make more silly predictions. Covered this weekend - Trump wins - US rates cut - Australian rates steady - NAB dividends are back! - ANZ reports ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Financial Planning: https://bit.ly/R-plan Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 08 Nov 2024 20:00:00 -0000 Make Investing Great Again - MIGA Trump Rally full Rask Donald Trump wins - Make Investing Great Again! On this weekend's Australian Investors Podcast 2 Sense episode, financial adviser Drew Meredith and Chief Investment Officer Owen Rask go live from Melbourne to answer your questions... and make more silly predictions. Covered this weekend - Trump wins - US rates cut - Australian rates steady - NAB dividends are back! - ANZ reports ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Financial Planning: https://bit.ly/R-plan Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices On this weekend's Australian Investors Podcast 2 Sense episode, financial adviser Drew Meredith and Chief Investment Officer Owen Rask go live from Melbourne to answer your questions... and make more silly predictions.


    Covered this weekend

    - Trump wins

    - US rates cut

    - Australian rates steady

    - NAB dividends are back!

    - ANZ reports


    ~~ Resources you'll love ~~


    Invest with Owen: https://bit.ly/R-invest

    Financial Planning: https://bit.ly/R-plan

    Access Show Notes: https://bit.ly/R-notes

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2657 no     Better investor: Peter Lynch or Warren Buffett? Intro to GARP investing https://www.raskmedia.com.au/2024/11/06/garp-a-peter-lynch-inspired-etf/ Who is the better investor: Peter Lynch, from One Up on Wall Street fame, or Warren Buffett, Berkshire Hathaway Chairman? In this Australian Investors Podcast with Owen Rask, Global X ETFs Australia's Marc Jocum gets into the weeds on the company's new Exchange-Traded Fund (ETF), S&P World ex Australia GARP ETF (ASX: GARP). This episode is sponsored by Global X Australia, as part of its long-term advertising partnership. Topics covered: 1. Better investor: Warren Buffett or Peter Lynch? 2. Why isn't there a 'Warren Buffett ETF'? 3. What is GARP investing? 4. What drives stock prices over 10+ years? 5. What's better: FANG stocks or GARP investing over a 10-year horizon? Learn more about the Global X GARP ETF: https://www.globalxetfs.com.au/funds/garp/ Marc's GARP explainer: https://www.globalxetfs.com.au/introducing-garp/ ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Financial Planning and more: https://bit.ly/R-plan Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 06 Nov 2024 04:30:00 -0000 Better investor: Peter Lynch or Warren Buffett? Intro to GARP investing full Rask Marc Jocum joins Owen Rask to talk GARP investing, who is better out of Peter Lynch and Warren Buffett, and have a bit of fun. Who is the better investor: Peter Lynch, from One Up on Wall Street fame, or Warren Buffett, Berkshire Hathaway Chairman? In this Australian Investors Podcast with Owen Rask, Global X ETFs Australia's Marc Jocum gets into the weeds on the company's new Exchange-Traded Fund (ETF), S&P World ex Australia GARP ETF (ASX: GARP). This episode is sponsored by Global X Australia, as part of its long-term advertising partnership. Topics covered: 1. Better investor: Warren Buffett or Peter Lynch? 2. Why isn't there a 'Warren Buffett ETF'? 3. What is GARP investing? 4. What drives stock prices over 10+ years? 5. What's better: FANG stocks or GARP investing over a 10-year horizon? Learn more about the Global X GARP ETF: https://www.globalxetfs.com.au/funds/garp/ Marc's GARP explainer: https://www.globalxetfs.com.au/introducing-garp/ ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Financial Planning and more: https://bit.ly/R-plan Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Who is the better investor: Peter Lynch, from One Up on Wall Street fame, or Warren Buffett, Berkshire Hathaway Chairman?

    In this Australian Investors Podcast with Owen Rask, Global X ETFs Australia's Marc Jocum gets into the weeds on the company's new Exchange-Traded Fund (ETF), S&P World ex Australia GARP ETF (ASX: GARP).

    This episode is sponsored by Global X Australia, as part of its long-term advertising partnership.

    Topics covered:

    1. Better investor: Warren Buffett or Peter Lynch?

    2. Why isn't there a 'Warren Buffett ETF'?

    3. What is GARP investing?

    4. What drives stock prices over 10+ years?

    5. What's better: FANG stocks or GARP investing over a 10-year horizon?

    Learn more about the Global X GARP ETF: https://www.globalxetfs.com.au/funds/garp/

    Marc's GARP explainer: https://www.globalxetfs.com.au/introducing-garp/

    ~~ Resources you'll love ~~

    Invest with Owen: https://bit.ly/R-invest

    Financial Planning and more: https://bit.ly/R-plan

    Ask a question: https://bit.ly/3QtiY00


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2339 no     Capturing stocks with upside surprise, with Alphinity's Trent Masters https://www.raskmedia.com.au/2024/11/04/upside-surprise-with-alphinitys-trent-masters Alphinity Investment Management's Trent Masters explains the value to be captured when a skilled investor has the ability to find companies/stocks with upside earnings surprise potential. On this episode of The Australian Investors Podcast, Owen Rask talks with Trent Masters, Global Portfolio Manager at Alphinity, about: 1. The benefit of a STEM background in investing 2. The outlook for big technology companies 3. Trent's best and worst bets on technology companies 4. Alphinity's investment philosophy and process 5. The value embedded in earnings surprises, and more Learn more about the Alphinity Global Equity Fund: https://www.alphinity.com.au/core-funds/alphinity-global-equity-fund/ Trent's Linkedin: https://www.linkedin.com/in/trentmasters?originalSubdomain=au ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest All services: https://bit.ly/R-plan Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 04 Nov 2024 07:00:46 -0000 Capturing stocks with upside surprise, with Alphinity's Trent Masters full Rask Owen Rask talks with Trent Masters, Global Portfolio Manager at Alphinity, about how earnings surprises can be harnessed for outperformance potential. Alphinity Investment Management's Trent Masters explains the value to be captured when a skilled investor has the ability to find companies/stocks with upside earnings surprise potential. On this episode of The Australian Investors Podcast, Owen Rask talks with Trent Masters, Global Portfolio Manager at Alphinity, about: 1. The benefit of a STEM background in investing 2. The outlook for big technology companies 3. Trent's best and worst bets on technology companies 4. Alphinity's investment philosophy and process 5. The value embedded in earnings surprises, and more Learn more about the Alphinity Global Equity Fund: https://www.alphinity.com.au/core-funds/alphinity-global-equity-fund/ Trent's Linkedin: https://www.linkedin.com/in/trentmasters?originalSubdomain=au ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest All services: https://bit.ly/R-plan Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Alphinity Investment Management's Trent Masters explains the value to be captured when a skilled investor has the ability to find companies/stocks with upside earnings surprise potential.

    On this episode of The Australian Investors Podcast, Owen Rask talks with Trent Masters, Global Portfolio Manager at Alphinity, about:

    1. The benefit of a STEM background in investing

    2. The outlook for big technology companies

    3. Trent's best and worst bets on technology companies

    4. Alphinity's investment philosophy and process

    5. The value embedded in earnings surprises, and more


    Learn more about the Alphinity Global Equity Fund: https://www.alphinity.com.au/core-funds/alphinity-global-equity-fund/

    Trent's Linkedin: https://www.linkedin.com/in/trentmasters?originalSubdomain=au


    ~~ Resources you'll love ~~

    Invest with Owen: https://bit.ly/R-invest

    All services: https://bit.ly/R-plan

    Ask a question: https://bit.ly/3QtiY00


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3002 no     Up 5x, time to sell Xero and Pilbara Minerals? Alphabet reports... https://www.raskmedia.com.au/2024/11/02/xero-limited-asxxro-and-pilbara-asxpls-shares I've made 5x my money on Xero Limited (ASX: XRO) and Pilbara Minerals Ltd (ASX: PLS) - is it time to sell? On this weekend's Australian Investors Podcast 2 Sense episode, financial adviser Drew Meredith and Chief Investment Officer Owen Rask go live from Melbourne to answer your questions... and make more silly predictions.  Covered this weekend If I'm up 5 times my money on Xero and Pilbara Minerals, should I sell? Alphabet (NASDAQ: GOOGL) reports... decent results Woolworths Group Ltd (ASX: WOW) falls as online sales drop margins Is Coles Group (ASX: COL) a better buy? I've inherited $20,000 of BK Investment Company Ltd (ASX: BKI), Australian Foundation Investment Co. Ltd (ASX: AFI), Suncorp (ASX: SUN) and Telstra (ASX: TLS) - should I sell? ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Financial Planning: https://bit.ly/R-plan Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 01 Nov 2024 20:00:00 -0000 Up 5x, time to sell Xero and Pilbara Minerals? Alphabet reports... full Rask When do I sell Xero and Pilbara Minerals? Alphabet (NASDAQ: GOOGL) reports... I've made 5x my money on Xero Limited (ASX: XRO) and Pilbara Minerals Ltd (ASX: PLS) - is it time to sell? On this weekend's Australian Investors Podcast 2 Sense episode, financial adviser Drew Meredith and Chief Investment Officer Owen Rask go live from Melbourne to answer your questions... and make more silly predictions.  Covered this weekend If I'm up 5 times my money on Xero and Pilbara Minerals, should I sell? Alphabet (NASDAQ: GOOGL) reports... decent results Woolworths Group Ltd (ASX: WOW) falls as online sales drop margins Is Coles Group (ASX: COL) a better buy? I've inherited $20,000 of BK Investment Company Ltd (ASX: BKI), Australian Foundation Investment Co. Ltd (ASX: AFI), Suncorp (ASX: SUN) and Telstra (ASX: TLS) - should I sell? ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Financial Planning: https://bit.ly/R-plan Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices I've made 5x my money on Xero Limited (ASX: XRO) and Pilbara Minerals Ltd (ASX: PLS) - is it time to sell?

    On this weekend's Australian Investors Podcast 2 Sense episode, financial adviser Drew Meredith and Chief Investment Officer Owen Rask go live from Melbourne to answer your questions... and make more silly predictions. 

    Covered this weekend

    1. If I'm up 5 times my money on Xero and Pilbara Minerals, should I sell?
    2. Alphabet (NASDAQ: GOOGL) reports... decent results
    3. Woolworths Group Ltd (ASX: WOW) falls as online sales drop margins
    4. Is Coles Group (ASX: COL) a better buy?
    5. I've inherited $20,000 of BK Investment Company Ltd (ASX: BKI), Australian Foundation Investment Co. Ltd (ASX: AFI), Suncorp (ASX: SUN) and Telstra (ASX: TLS) - should I sell?


    ~~ Resources you'll love ~~

    Invest with Owen: https://bit.ly/R-invest

    Financial Planning: https://bit.ly/R-plan

    Access Show Notes: https://bit.ly/R-notes

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3673 no     How to use systematic investing in ASX small caps, ft. Invesco's Scott Bennett https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Invesco's Scott Bennett explains why small caps outperform, the nuance of small caps and why quantitative can outperform in ASX small caps. On this episode of The Australian Investors Podcast, Owen Rask speaks with Invesco Australia's Scott about: Why do small caps outperform? Factor investing - how strategies are created How can a systematic strategy work in ASX small caps? Why small cap index strategies are tilted to failure Will AI make us worse investors? Learn more about Invesco Smaller Companies Fund: https://www.invesco.com.au/home/funds/invesco-wholesale-australian-smaller-companies-fund-class-a?audienceType=investor Scott's Linkedin: https://www.linkedin.com/in/scott-bennett-572b776/?originalSubdomain=au ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 30 Oct 2024 05:09:00 -0000 How to use systematic investing in ASX small caps, ft. Invesco's Scott Bennett full Rask Invesco's Scott Bennett explains why small caps outperform, the nuance of small caps and why quantitative can outperform in ASX small caps. Invesco's Scott Bennett explains why small caps outperform, the nuance of small caps and why quantitative can outperform in ASX small caps. On this episode of The Australian Investors Podcast, Owen Rask speaks with Invesco Australia's Scott about: Why do small caps outperform? Factor investing - how strategies are created How can a systematic strategy work in ASX small caps? Why small cap index strategies are tilted to failure Will AI make us worse investors? Learn more about Invesco Smaller Companies Fund: https://www.invesco.com.au/home/funds/invesco-wholesale-australian-smaller-companies-fund-class-a?audienceType=investor Scott's Linkedin: https://www.linkedin.com/in/scott-bennett-572b776/?originalSubdomain=au ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Invesco's Scott Bennett explains why small caps outperform, the nuance of small caps and why quantitative can outperform in ASX small caps.

    On this episode of The Australian Investors Podcast, Owen Rask speaks with Invesco Australia's Scott about:

    1. Why do small caps outperform?
    2. Factor investing - how strategies are created
    3. How can a systematic strategy work in ASX small caps?
    4. Why small cap index strategies are tilted to failure
    5. Will AI make us worse investors?


    Learn more about Invesco Smaller Companies Fund: https://www.invesco.com.au/home/funds/invesco-wholesale-australian-smaller-companies-fund-class-a?audienceType=investor

    Scott's Linkedin: https://www.linkedin.com/in/scott-bennett-572b776/?originalSubdomain=au

    ~~ Resources you'll love ~~

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2790 no     Exploring Top Investment Themes: Cybersecurity, Nuclear Energy, Semiconductors, and the Future of the Metaverse with Global X ETF Expert Billy Leung https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this episode, we sit down with Global X ETF expert Billy Leung to explore four major investment themes shaping the future of investing. Billy shares his insights on the investment case for each theme, using his three key evaluation criteria: Technological advancements driving the theme Political and regulatory tailwinds supporting growth Demographic shifts indicating long-term demand During the episode, we dive deep into cybersecurity, nuclear energy, semiconductors, and discuss whether the Metaverse still holds investment potential in today’s landscape. We also tackle the skepticism around thematic ETFs, noting how generalized negative commentary often misses the nuance. Billy provides a framework that investors can use to assess whether a theme is a long-term trend worthy of inclusion in their portfolio. Finally, amongst all of the tech talk we find ourselves discussing Billy’s investment in whiskey. Don’t miss the chance to learn how to evaluate investment themes with expert advice from Billy Leung. Click here for Owen’s previous interview with Billy. Click here to download Global X's ETF Landscape Report. ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 28 Oct 2024 04:30:00 -0000 Exploring Top Investment Themes: Cybersecurity, Nuclear Energy, Semiconductors, and the Future of the Metaverse with Global X ETF Expert Billy Leung full Rask In this episode, we sit down with Global X ETF expert Billy Leung to explore four major investment themes shaping the future of investing In this episode, we sit down with Global X ETF expert Billy Leung to explore four major investment themes shaping the future of investing. Billy shares his insights on the investment case for each theme, using his three key evaluation criteria: Technological advancements driving the theme Political and regulatory tailwinds supporting growth Demographic shifts indicating long-term demand During the episode, we dive deep into cybersecurity, nuclear energy, semiconductors, and discuss whether the Metaverse still holds investment potential in today’s landscape. We also tackle the skepticism around thematic ETFs, noting how generalized negative commentary often misses the nuance. Billy provides a framework that investors can use to assess whether a theme is a long-term trend worthy of inclusion in their portfolio. Finally, amongst all of the tech talk we find ourselves discussing Billy’s investment in whiskey. Don’t miss the chance to learn how to evaluate investment themes with expert advice from Billy Leung. Click here for Owen’s previous interview with Billy. Click here to download Global X's ETF Landscape Report. ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode, we sit down with Global X ETF expert Billy Leung to explore four major investment themes shaping the future of investing. Billy shares his insights on the investment case for each theme, using his three key evaluation criteria:

    • Technological advancements driving the theme
    • Political and regulatory tailwinds supporting growth
    • Demographic shifts indicating long-term demand

    During the episode, we dive deep into cybersecurity, nuclear energy, semiconductors, and discuss whether the Metaverse still holds investment potential in today’s landscape.

    We also tackle the skepticism around thematic ETFs, noting how generalized negative commentary often misses the nuance. Billy provides a framework that investors can use to assess whether a theme is a long-term trend worthy of inclusion in their portfolio.

    Finally, amongst all of the tech talk we find ourselves discussing Billy’s investment in whiskey.

    Don’t miss the chance to learn how to evaluate investment themes with expert advice from Billy Leung.

    Click here for Owen’s previous interview with Billy.

    Click here to download Global X's ETF Landscape Report.

    ~~ Resources you'll love ~~

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2806 no     What's going on at WiseTech Global Ltd (ASX:WTC)? Plus, Goldman Sachs is WRONG! https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ What is going on at WiseTech Global Ltd (ASX:WTC) and Richard White? Are billionaires evil? Plus, what's the deal with investment bonds being tax free? Video version: https://youtu.be/vik9HpIaDTs On this 2 Sense episode of the Australian Investors Podcast, Owen Rask and Drew Meredith pop the hood on some bees in their bonnet: 1. Why Owen is sick of the media taking down founders 2. Drew says Goldman Sachs is wrong about the S&P 500 3. What's the deal with investment bonds? Are they really tax free? 4. Should I use a DRP for investing? 5. I think I found a dodgy real estate agent 6. What happens to FANG stocks when the AI rocketship crash lands? ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Financial Planning: https://bit.ly/R-plan Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 25 Oct 2024 20:00:00 -0000 What's going on at WiseTech Global Ltd (ASX:WTC)? Plus, Goldman Sachs is WRONG! full Rask Owen picks a fight with... everyone. What is going on at WiseTech Global Ltd (ASX:WTC) and Richard White? Are billionaires evil? Plus, what's the deal with investment bonds being tax free? Video version: https://youtu.be/vik9HpIaDTs On this 2 Sense episode of the Australian Investors Podcast, Owen Rask and Drew Meredith pop the hood on some bees in their bonnet: 1. Why Owen is sick of the media taking down founders 2. Drew says Goldman Sachs is wrong about the S&P 500 3. What's the deal with investment bonds? Are they really tax free? 4. Should I use a DRP for investing? 5. I think I found a dodgy real estate agent 6. What happens to FANG stocks when the AI rocketship crash lands? ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Financial Planning: https://bit.ly/R-plan Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices What is going on at WiseTech Global Ltd (ASX:WTC) and Richard White? Are billionaires evil? Plus, what's the deal with investment bonds being tax free?

    Video version: https://youtu.be/vik9HpIaDTs

    On this 2 Sense episode of the Australian Investors Podcast, Owen Rask and Drew Meredith pop the hood on some bees in their bonnet:

    1. Why Owen is sick of the media taking down founders

    2. Drew says Goldman Sachs is wrong about the S&P 500

    3. What's the deal with investment bonds? Are they really tax free?

    4. Should I use a DRP for investing?

    5. I think I found a dodgy real estate agent

    6. What happens to FANG stocks when the AI rocketship crash lands?


    ~~ Resources you'll love ~~

    Invest with Owen: https://bit.ly/R-invest

    Financial Planning: https://bit.ly/R-plan

    Access Show Notes: https://bit.ly/R-notes

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3139 no     Alan Kohler on starting & selling media businesses and a life of journalism https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Alan Kohler is Australia's most recognisable business journalist, the founder of Eureka Report, former AFR columnist and ABC television host. Alan joins Owen Rask on this Australian Investors Podcast to talk: Investment lessons learned Career advice - how he's managed to stay at the top for so long Building media companies, and selling them The most memorable guests and characters Worst corporate leaders Advice for his younger self Want to hear more? Join Alan at Eureka: https://www.intelligentinvestor.com.au/research/eureka-report ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 InvestSMART, owner of Eureka Report, is a long-term sponsor of Rask podcasts. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 23 Oct 2024 04:30:00 -0000 Alan Kohler on starting & selling media businesses and a life of journalism full Rask Alan Kohler is Australia's most recognisable business journalist, the founder of Eureka Report, former AFR columnist and ABC television host. Alan Kohler is Australia's most recognisable business journalist, the founder of Eureka Report, former AFR columnist and ABC television host. Alan joins Owen Rask on this Australian Investors Podcast to talk: Investment lessons learned Career advice - how he's managed to stay at the top for so long Building media companies, and selling them The most memorable guests and characters Worst corporate leaders Advice for his younger self Want to hear more? Join Alan at Eureka: https://www.intelligentinvestor.com.au/research/eureka-report ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 InvestSMART, owner of Eureka Report, is a long-term sponsor of Rask podcasts. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Alan Kohler is Australia's most recognisable business journalist, the founder of Eureka Report, former AFR columnist and ABC television host.

    Alan joins Owen Rask on this Australian Investors Podcast to talk:

    • Investment lessons learned
    • Career advice - how he's managed to stay at the top for so long
    • Building media companies, and selling them
    • The most memorable guests and characters
    • Worst corporate leaders
    • Advice for his younger self

    Want to hear more? Join Alan at Eureka:

    https://www.intelligentinvestor.com.au/research/eureka-report

    ~~ Resources you'll love ~~

    Access Show Notes: https://bit.ly/R-notes

    Invest with Owen: https://bit.ly/R-invest

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00

    InvestSMART, owner of Eureka Report, is a long-term sponsor of Rask podcasts.

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2803 no     Money dates, crushing your goals and Australia's looming property problem, ft. Jessica Brady https://www.raskmedia.com.au/podcasts/australian-investors-podcast In this Australian Investors Podcast episode, Owen Rask is joined by former financial adviser and financial literacy advocate, Jessica Brady. Topics covered with Jess Brady include: How to get started with money - early or late Money barriers and biases holding us back Goal setting and the mistakes people make Money date tips & traps, and Australia's looming property problem Work with Jess: Money dates & investing starter packs: https://courses.jessicabrady.com.au/Freebies Jess's website: https://jessicabrady.com.au/ ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 21 Oct 2024 04:30:00 -0000 Money dates, crushing your goals and Australia's looming property problem, ft. Jessica Brady full Rask Jessica Brady is a former financial adviser, the co-founder of Fox & Hare, and financial coach. In this Australian Investors Podcast episode, Owen Rask is joined by former financial adviser and financial literacy advocate, Jessica Brady. Topics covered with Jess Brady include: How to get started with money - early or late Money barriers and biases holding us back Goal setting and the mistakes people make Money date tips & traps, and Australia's looming property problem Work with Jess: Money dates & investing starter packs: https://courses.jessicabrady.com.au/Freebies Jess's website: https://jessicabrady.com.au/ ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, Owen Rask is joined by former financial adviser and financial literacy advocate, Jessica Brady.

    Topics covered with Jess Brady include:

    • How to get started with money - early or late
    • Money barriers and biases holding us back
    • Goal setting and the mistakes people make
    • Money date tips & traps, and
    • Australia's looming property problem

    Work with Jess:

    • Money dates & investing starter packs: https://courses.jessicabrady.com.au/Freebies
    • Jess's website: https://jessicabrady.com.au/


    ~~ Resources you'll love ~~

    Access Show Notes: https://bit.ly/R-notes

    Invest with Owen: https://bit.ly/R-invest

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4237 no     Blackrock controls the world! Plus, is A200 + IVV a good combo? https://www.raskmedia.com.au/podcasts/australian-investors-podcast On this 2 Sense episode of the Australian Investors Podcast, Owen Rask and Drew Meredith tackle US Reporting Season, why Seek buys XREF, Web Travel Group plummets and Virgin Australia is coming back to the ASX... we think. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 18 Oct 2024 20:00:00 -0000 Blackrock controls the world! Plus, is A200 + IVV a good combo? full Rask US Reporting Season, Seek buys XREF, Web Travel Group plummets and Virgin Australia is coming back to the ASX... we think. On this 2 Sense episode of the Australian Investors Podcast, Owen Rask and Drew Meredith tackle US Reporting Season, why Seek buys XREF, Web Travel Group plummets and Virgin Australia is coming back to the ASX... we think. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices On this 2 Sense episode of the Australian Investors Podcast, Owen Rask and Drew Meredith tackle US Reporting Season, why Seek buys XREF, Web Travel Group plummets and Virgin Australia is coming back to the ASX... we think.


    ~~ Resources you'll love ~~

    Access Show Notes: https://bit.ly/R-notes

    Invest with Owen: https://bit.ly/R-invest

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3303 no     John Addis: Win at investing by losing less https://www.raskmedia.com.au/2024/10/07/john-addis-book-how-not-to-lose-1-million John Addis is the founder of Intelligent Investor and one of Australia's best investment writers. He joins Owen Rask to dive deep into four categories of losses and how to avoid the costliest investment mistakes. Video version: https://youtu.be/v8L-I3J1I28 Buy the book (use code RASK25 for 25% off at checkout): https://bit.ly/johnaddis Show notes: https://www.raskmedia.com.au/2024/10/07/john-addis-book-how-not-to-lose-1-million/ The four categories of losers include: Stocks John bought but shouldn't have Stocks he bought but sold too soon Stocks he bought but sold too late, and Stocks he should have bought but didn't. Companies mentioned include Flight Centre (ASX: FLT), Afterpay (now part of Block Inc), Apple Inc (NASDAQ: AAPL), Facebook/Meta Platforms (NASDAQ: META), Star Entertainment Ltd (ASX: SGR), Cochlear Ltd (ASX: COH), PMP Ltd (ASX: PMP) and more. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 16 Oct 2024 04:30:00 -0000 John Addis: Win at investing by losing less full Rask John Addis is one of Australia's best investment writers. He joins Owen Rask to dive deep into four categories of losses and how to avoid the costliest investment mistakes. John Addis is the founder of Intelligent Investor and one of Australia's best investment writers. He joins Owen Rask to dive deep into four categories of losses and how to avoid the costliest investment mistakes. Video version: https://youtu.be/v8L-I3J1I28 Buy the book (use code RASK25 for 25% off at checkout): https://bit.ly/johnaddis Show notes: https://www.raskmedia.com.au/2024/10/07/john-addis-book-how-not-to-lose-1-million/ The four categories of losers include: Stocks John bought but shouldn't have Stocks he bought but sold too soon Stocks he bought but sold too late, and Stocks he should have bought but didn't. Companies mentioned include Flight Centre (ASX: FLT), Afterpay (now part of Block Inc), Apple Inc (NASDAQ: AAPL), Facebook/Meta Platforms (NASDAQ: META), Star Entertainment Ltd (ASX: SGR), Cochlear Ltd (ASX: COH), PMP Ltd (ASX: PMP) and more. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices John Addis is the founder of Intelligent Investor and one of Australia's best investment writers. He joins Owen Rask to dive deep into four categories of losses and how to avoid the costliest investment mistakes.

    Video version: https://youtu.be/v8L-I3J1I28

    Buy the book (use code RASK25 for 25% off at checkout): https://bit.ly/johnaddis

    Show notes: https://www.raskmedia.com.au/2024/10/07/john-addis-book-how-not-to-lose-1-million/

    The four categories of losers include:

    • Stocks John bought but shouldn't have
    • Stocks he bought but sold too soon
    • Stocks he bought but sold too late, and
    • Stocks he should have bought but didn't.


    Companies mentioned include Flight Centre (ASX: FLT), Afterpay (now part of Block Inc), Apple Inc (NASDAQ: AAPL), Facebook/Meta Platforms (NASDAQ: META), Star Entertainment Ltd (ASX: SGR), Cochlear Ltd (ASX: COH), PMP Ltd (ASX: PMP) and more.

    ~~ Resources you'll love ~~

    Access Show Notes: https://bit.ly/R-notes

    Invest with Owen: https://bit.ly/R-invest

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     5003 no     Forget about VAS and just buy VHY? Plus, Rio Tinto (RIO), Guzmen (GYG) or Charter Hall (CLW)? https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ On this 2 Sense episode of the Australian Investors Podcast, OwenRask asks Drew Meredith whether he would buy Rio Tinto Ltd (ASX: RIO), Guzmen Y Gomez Ltd (ASX: GYG) or Charter Hall Long WALE REIT (ASX: CLW) over 10 years? Or over three years... Topics covered in today’s Australian Investors Podcast: GYG, RIO or CLW? What to do when you're down 95% (cough cough DUB) I've got $2.5m of cash... and 2 years - do I invest it? Arcadium - a good buy or a 'good bye' for Rio Tinto? Why Drew thinks interest rates will be cut before April 2025 ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 11 Oct 2024 20:00:00 -0000 Forget about VAS and just buy VHY? Plus, Rio Tinto (RIO), Guzmen (GYG) or Charter Hall (CLW)? full Rask Plus, Rio and Arcadium: a good buy? Or "good bye" to shareholder capital... On this 2 Sense episode of the Australian Investors Podcast, OwenRask asks Drew Meredith whether he would buy Rio Tinto Ltd (ASX: RIO), Guzmen Y Gomez Ltd (ASX: GYG) or Charter Hall Long WALE REIT (ASX: CLW) over 10 years? Or over three years... Topics covered in today’s Australian Investors Podcast: GYG, RIO or CLW? What to do when you're down 95% (cough cough DUB) I've got $2.5m of cash... and 2 years - do I invest it? Arcadium - a good buy or a 'good bye' for Rio Tinto? Why Drew thinks interest rates will be cut before April 2025 ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices On this 2 Sense episode of the Australian Investors Podcast, OwenRask asks Drew Meredith whether he would buy Rio Tinto Ltd (ASX: RIO), Guzmen Y Gomez Ltd (ASX: GYG) or Charter Hall Long WALE REIT (ASX: CLW) over 10 years? Or over three years...

    Topics covered in today’s Australian Investors Podcast:

    • GYG, RIO or CLW?
    • What to do when you're down 95% (cough cough DUB)
    • I've got $2.5m of cash... and 2 years - do I invest it?
    • Arcadium - a good buy or a 'good bye' for Rio Tinto?
    • Why Drew thinks interest rates will be cut before April 2025


    ~~ Resources you'll love ~~

    Access Show Notes: https://bit.ly/R-notes

    Invest with Owen: https://bit.ly/R-invest

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3419 no     Investing in private companies, equity crowdfunding & raising capital from fans, ft. Birchal co-founder Matt Vitale https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Matt Vitale is the co-founder of equity crowdfunding platform Birchal. Matt Vitale joins Owen Rask for a second time on The Australian Business Podcast to educate us about how founders and business owners can raise capital from customers or fans, how to prepare a business for sale, the rise of equity funding in private markets, how investors can get involved, and more. Birchal for founders: https://www.birchal.com/raise-capital Birchal for investors: https://www.birchal.com/investors ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 09 Oct 2024 04:30:00 -0000 Investing in private companies, equity crowdfunding & raising capital from fans, ft. Birchal co-founder Matt Vitale full Rask Birchal is Australia's #1 platform for raising capital in your business and helping everyday investors get access to private businesses. Matt Vitale is the co-founder of equity crowdfunding platform Birchal. Matt Vitale joins Owen Rask for a second time on The Australian Business Podcast to educate us about how founders and business owners can raise capital from customers or fans, how to prepare a business for sale, the rise of equity funding in private markets, how investors can get involved, and more. Birchal for founders: https://www.birchal.com/raise-capital Birchal for investors: https://www.birchal.com/investors ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Matt Vitale is the co-founder of equity crowdfunding platform Birchal.

    Matt Vitale joins Owen Rask for a second time on The Australian Business Podcast to educate us about how founders and business owners can raise capital from customers or fans, how to prepare a business for sale, the rise of equity funding in private markets, how investors can get involved, and more.

    Birchal for founders: https://www.birchal.com/raise-capital

    Birchal for investors: https://www.birchal.com/investors

    ~~ Resources you'll love ~~

    Access Show Notes: https://bit.ly/R-notes

    Invest with Owen: https://bit.ly/R-invest

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3385 no     Best buys outside the ASX 20, what the middle east conflict means to markets & gold rallies https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ On this 2 Sense episode of the Australian Investors Podcast, DrewMeredith and OwenRask discuss what the Israel and Iran conflict means to Australian investors, the rise of gold prices and differences in Super funds. Topics covered in today’s Australian Investors Podcast: 1. Differences between Industry, Retail, SMSFs and platforms 2. What are the best ASX stocks to diversify a concentrated core? 3. The Israel conflict and what it means 4. Share raising and getting priority in capital raisings 5. Do I invest my house deposit? 6. Is dividend investing with a DRP better than dollar-cost averaging (DCA)? 7. Lump sum investing a cash amount ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 04 Oct 2024 21:00:00 -0000 Best buys outside the ASX 20, what the middle east conflict means to markets & gold rallies full Rask What does the Israel and Iran conflict mean to markets, and why are 50% of retirees so worried about retiring? On this Australian Investors Podcast, Drew Meredith and Owen Rask answer your questions. On this 2 Sense episode of the Australian Investors Podcast, DrewMeredith and OwenRask discuss what the Israel and Iran conflict means to Australian investors, the rise of gold prices and differences in Super funds. Topics covered in today’s Australian Investors Podcast: 1. Differences between Industry, Retail, SMSFs and platforms 2. What are the best ASX stocks to diversify a concentrated core? 3. The Israel conflict and what it means 4. Share raising and getting priority in capital raisings 5. Do I invest my house deposit? 6. Is dividend investing with a DRP better than dollar-cost averaging (DCA)? 7. Lump sum investing a cash amount ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices On this 2 Sense episode of the Australian Investors Podcast, DrewMeredith and OwenRask discuss what the Israel and Iran conflict means to Australian investors, the rise of gold prices and differences in Super funds.


    Topics covered in today’s Australian Investors Podcast:

    1. Differences between Industry, Retail, SMSFs and platforms

    2. What are the best ASX stocks to diversify a concentrated core?

    3. The Israel conflict and what it means

    4. Share raising and getting priority in capital raisings

    5. Do I invest my house deposit?

    6. Is dividend investing with a DRP better than dollar-cost averaging (DCA)?

    7. Lump sum investing a cash amount


    ~~ Resources you'll love ~~

    Access Show Notes: https://bit.ly/R-notes

    Invest with Owen: https://bit.ly/R-invest

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3631 no     Lessons from Kerr Neilson, dating apps versus pokies & Microsoft or NVIDIA - with Angus Donohoo of Intelligent Investor https://www.raskmedia.com.au/2024/10/02/angus-donohoo-dating-apps/ Angus Donohoo is an investor and analyst from Intelligent Investor, with a special and unique background of experiences.  In this Australian Investors Podcast episode, Owen Rask chats with Angus about: Why dating apps (such as Tinder and Match Group, etc.) are more like pokies What Angus learned from working with Kerr Neilson Lessons learned, particularly around position sizing, and The rise of AI stocks and who wins Resources Angus' research on Intelligent Investor: https://www.intelligentinvestor.com.au/author/angus-donohoo/11743 Free trial of Intelligent Investor: https://www.intelligentinvestor.com.au/intelligent-investor-membership ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 02 Oct 2024 05:30:00 -0000 Lessons from Kerr Neilson, dating apps versus pokies & Microsoft or NVIDIA - with Angus Donohoo of Intelligent Investor full Rask Angus Donohoo is an investor and analyst from Intelligent Investor, with a special and unique background of experiences. Angus Donohoo is an investor and analyst from Intelligent Investor, with a special and unique background of experiences.  In this Australian Investors Podcast episode, Owen Rask chats with Angus about: Why dating apps (such as Tinder and Match Group, etc.) are more like pokies What Angus learned from working with Kerr Neilson Lessons learned, particularly around position sizing, and The rise of AI stocks and who wins Resources Angus' research on Intelligent Investor: https://www.intelligentinvestor.com.au/author/angus-donohoo/11743 Free trial of Intelligent Investor: https://www.intelligentinvestor.com.au/intelligent-investor-membership ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Angus Donohoo is an investor and analyst from Intelligent Investor, with a special and unique background of experiences. 

    In this Australian Investors Podcast episode, Owen Rask chats with Angus about:

    • Why dating apps (such as Tinder and Match Group, etc.) are more like pokies
    • What Angus learned from working with Kerr Neilson
    • Lessons learned, particularly around position sizing, and
    • The rise of AI stocks and who wins

    Resources

    Angus' research on Intelligent Investor: https://www.intelligentinvestor.com.au/author/angus-donohoo/11743

    Free trial of Intelligent Investor: https://www.intelligentinvestor.com.au/intelligent-investor-membership

    ~~ Resources you'll love ~~

    Access Show Notes: https://bit.ly/R-notes

    Invest with Owen: https://bit.ly/R-invest

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3386 no     5 stocks that could double before 2030, hybrids be gone & NAB Equity Builder https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ On this Australian Investors Podcast, Drew Meredith and Owen Rask share five 'wild stock ideas' that 'could double before 2030. AUDIO NOTE: this podcast recorded "as remote as possible" - Owen was on his boat, fishing. The audio quality isn't as good as it could have been. VIDEO: https://www.youtube.com/live/K5Llzj9-MKA Stocks talked about include: Nuix Ltd (ASX: NXL) WiseTech Global Ltd (ASX: WTC) Zillow Inc (NASDAQ: Z) Laserbond Ltd (ASX: LBL) Macquarie Group (ASX: MQG) Warning: these stocks are shared just for fun - please know that none of these are a recommendation. Topics covered in today's Australian Investors Podcast: 1. 5 stocks that could double by 2030 2. Are hybrids done? 3. Credit versus subordinated versus hybrid ETFs 4. NAB Equity Builder and gearing strategies 5. Super, shares or property before retirement More great resources you'll love: Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 27 Sep 2024 21:00:00 -0000 5 stocks that could double before 2030, hybrids be gone & NAB Equity Builder full Rask Drew and Owen talk WiseTech Global (ASX:WTC), Zillow Inc (NASDAQ:Z), Nuix Ltd (ASX: NXL) and more. On this Australian Investors Podcast, Drew Meredith and Owen Rask share five 'wild stock ideas' that 'could double before 2030. AUDIO NOTE: this podcast recorded "as remote as possible" - Owen was on his boat, fishing. The audio quality isn't as good as it could have been. VIDEO: https://www.youtube.com/live/K5Llzj9-MKA Stocks talked about include: Nuix Ltd (ASX: NXL) WiseTech Global Ltd (ASX: WTC) Zillow Inc (NASDAQ: Z) Laserbond Ltd (ASX: LBL) Macquarie Group (ASX: MQG) Warning: these stocks are shared just for fun - please know that none of these are a recommendation. Topics covered in today's Australian Investors Podcast: 1. 5 stocks that could double by 2030 2. Are hybrids done? 3. Credit versus subordinated versus hybrid ETFs 4. NAB Equity Builder and gearing strategies 5. Super, shares or property before retirement More great resources you'll love: Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices On this Australian Investors Podcast, Drew Meredith and Owen Rask share five 'wild stock ideas' that 'could double before 2030.

    AUDIO NOTE: this podcast recorded "as remote as possible" - Owen was on his boat, fishing. The audio quality isn't as good as it could have been.

    VIDEO: https://www.youtube.com/live/K5Llzj9-MKA

    Stocks talked about include:

    1. Nuix Ltd (ASX: NXL)
    2. WiseTech Global Ltd (ASX: WTC)
    3. Zillow Inc (NASDAQ: Z)
    4. Laserbond Ltd (ASX: LBL)
    5. Macquarie Group (ASX: MQG)


    Warning: these stocks are shared just for fun - please know that none of these are a recommendation.

    Topics covered in today's Australian Investors Podcast:

    1. 5 stocks that could double by 2030

    2. Are hybrids done?

    3. Credit versus subordinated versus hybrid ETFs

    4. NAB Equity Builder and gearing strategies

    5. Super, shares or property before retirement


    More great resources you'll love:

    Invest with Owen: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3567 no     10 Reasons Why ETFs Are Better Than Property for Retirement https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ On this Australian Investors Podcast, Owen Rask speaks with Global X's Marc Jocum about 10 reasons why ETFs are better than property in retirement. Reasons covered: 1. Speed of transactions 2. Lower Costs 3. Diversification 4. Predictable income 5. Liquidity in Retirement 6. Relatively better yields 7. Tax Efficiency 8. Access to Global Markets 9. No Borrowing Risk / interest rate sensitivity 10. Transparency and price discovery ETFs mentioned: ZYAU, FANG, BANK Resources: Global X website (all funds): https://bit.ly/gx-funds Global X Landscape report: https://go.globalxetfs.com.au/l/533502/2024-09-10/8xlmjh Episode 1 with Marc: https://www.youtube.com/watch?v=YniljKAXnqY Behind the memo with Morgan Housel: Spotify: https://open.spotify.com/episode/1ewk6BeHzcHadH5vfJvZSy Apple: https://podcasts.apple.com/us/podcast/behind-the-memo-the-impact-of-debt-with/id1521551570?i=1000666742345 JP Morgan's Severe Case of Covidia: https://privatebank.jpmorgan.com/apac/en/insights/latest-and-featured/eotm/a-severe-case-of-covidiab ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 25 Sep 2024 05:30:00 -0000 10 Reasons Why ETFs Are Better Than Property for Retirement full Rask Here are 10 reasons why ETFs are better than property in retirement, with Owen Rask and Global X ETF's Marc Jocum. On this Australian Investors Podcast, Owen Rask speaks with Global X's Marc Jocum about 10 reasons why ETFs are better than property in retirement. Reasons covered: 1. Speed of transactions 2. Lower Costs 3. Diversification 4. Predictable income 5. Liquidity in Retirement 6. Relatively better yields 7. Tax Efficiency 8. Access to Global Markets 9. No Borrowing Risk / interest rate sensitivity 10. Transparency and price discovery ETFs mentioned: ZYAU, FANG, BANK Resources: Global X website (all funds): https://bit.ly/gx-funds Global X Landscape report: https://go.globalxetfs.com.au/l/533502/2024-09-10/8xlmjh Episode 1 with Marc: https://www.youtube.com/watch?v=YniljKAXnqY Behind the memo with Morgan Housel: Spotify: https://open.spotify.com/episode/1ewk6BeHzcHadH5vfJvZSy Apple: https://podcasts.apple.com/us/podcast/behind-the-memo-the-impact-of-debt-with/id1521551570?i=1000666742345 JP Morgan's Severe Case of Covidia: https://privatebank.jpmorgan.com/apac/en/insights/latest-and-featured/eotm/a-severe-case-of-covidiab ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices On this Australian Investors Podcast, Owen Rask speaks with Global X's Marc Jocum about 10 reasons why ETFs are better than property in retirement.

    Reasons covered:

    1. Speed of transactions

    2. Lower Costs

    3. Diversification

    4. Predictable income

    5. Liquidity in Retirement

    6. Relatively better yields

    7. Tax Efficiency

    8. Access to Global Markets

    9. No Borrowing Risk / interest rate sensitivity

    10. Transparency and price discovery

    ETFs mentioned: ZYAU, FANG, BANK

    Resources:

    Global X website (all funds): https://bit.ly/gx-funds

    Global X Landscape report: https://go.globalxetfs.com.au/l/533502/2024-09-10/8xlmjh

    Episode 1 with Marc: https://www.youtube.com/watch?v=YniljKAXnqY

    Behind the memo with Morgan Housel:

    Spotify: https://open.spotify.com/episode/1ewk6BeHzcHadH5vfJvZSy

    Apple: https://podcasts.apple.com/us/podcast/behind-the-memo-the-impact-of-debt-with/id1521551570?i=1000666742345

    JP Morgan's Severe Case of Covidia: https://privatebank.jpmorgan.com/apac/en/insights/latest-and-featured/eotm/a-severe-case-of-covidiab

    ~~ Resources you'll love ~~

    Access Show Notes: https://bit.ly/R-notes

    Invest with Owen: https://bit.ly/R-invest

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3566 no     Our worst investment ever, Drew does LA https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ On this Australian Investors Podcast, Drew Meredith, CFP and Owen Rask share their worst investments of all time. The most costly mistakes made by investing. Topics covered in today's Australian Investors Podcast: 1. Drew does LA & Future Proof 2. US interest rates fall 3. Is rebalancing the same for ETFs and shares? 4. If you invested for 20 years, which stock would you buy and why? 5. Infrastructure ETFs versus active infrastructure funds More great resources you'll love: Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 20 Sep 2024 21:00:00 -0000 Our worst investment ever, Drew does LA full Rask Drew Meredith, CFP and Owen Rask share their worst investments of all time. The most costly mistakes. On this Australian Investors Podcast, Drew Meredith, CFP and Owen Rask share their worst investments of all time. The most costly mistakes made by investing. Topics covered in today's Australian Investors Podcast: 1. Drew does LA & Future Proof 2. US interest rates fall 3. Is rebalancing the same for ETFs and shares? 4. If you invested for 20 years, which stock would you buy and why? 5. Infrastructure ETFs versus active infrastructure funds More great resources you'll love: Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices On this Australian Investors Podcast, Drew Meredith, CFP and Owen Rask share their worst investments of all time. The most costly mistakes made by investing.


    Topics covered in today's Australian Investors Podcast:

    1. Drew does LA & Future Proof

    2. US interest rates fall

    3. Is rebalancing the same for ETFs and shares?

    4. If you invested for 20 years, which stock would you buy and why?

    5. Infrastructure ETFs versus active infrastructure funds


    More great resources you'll love:

    Invest with Owen: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3300 no     How does Washington H Soul Pattinson & Co. Ltd (ASX:SOL) actually invest? CEO Todd Barlow explains https://www.raskmedia.com.au/podcasts/australian-investors-podcast How does Washington H Soul Pattinson & Co. Ltd (ASX: SOL) actually invest? Soul Pattinson (sometimes called 'WHSP' or SOL) is one of Australia's oldest and best-performing ASX-listed companies, having been run by the same family for over 100 years. Todd Barlow is the CEO of Washington H Soul Pattinson & Co. Ltd (ASX: SOL), overseeing day-to-day operations, company strategy, the team and different investment units. In this Australian Investors Podcast with Owen Rask and Todd Barlow, questions include: Soul Pattinson (ASX:SOL) versus LICs Soul Pattinson (ASX:SOL) v active fund managers The rise of index funds and ETFs How Soul Pattinson (ASX:SOL) has been able to outperform the ASX 200 How do Soul Patt's combine private equity and credit, with holdings in TPG Group (ASX:TPG) and Brickworks (ASX:BRK)? Todd's favourite financial resources, like podcasts, books and papers Cognitive biases The Soul Patts culture and how that impacts performance Episode resources: Todd Barlow's first podcast with Owen: https://www.youtube.com/watch?v=ykawVDPmj5c Soul Patt's private equity: https://www.youtube.com/watch?v=1EMpAjv6EnM Tom Milner on coal stocks: https://www.youtube.com/watch?v=Gt6Ua1cjegY More great resources you'll love: Ask a question: https://bit.ly/3QtiY00 Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 18 Sep 2024 05:30:00 -0000 How does Washington H Soul Pattinson & Co. Ltd (ASX:SOL) actually invest? CEO Todd Barlow explains full Rask Todd Barlow sits down with Owen for a deep-dive into investment process, portfolio management and managing cognitive biases. How does Washington H Soul Pattinson & Co. Ltd (ASX: SOL) actually invest? Soul Pattinson (sometimes called 'WHSP' or SOL) is one of Australia's oldest and best-performing ASX-listed companies, having been run by the same family for over 100 years. Todd Barlow is the CEO of Washington H Soul Pattinson & Co. Ltd (ASX: SOL), overseeing day-to-day operations, company strategy, the team and different investment units. In this Australian Investors Podcast with Owen Rask and Todd Barlow, questions include: Soul Pattinson (ASX:SOL) versus LICs Soul Pattinson (ASX:SOL) v active fund managers The rise of index funds and ETFs How Soul Pattinson (ASX:SOL) has been able to outperform the ASX 200 How do Soul Patt's combine private equity and credit, with holdings in TPG Group (ASX:TPG) and Brickworks (ASX:BRK)? Todd's favourite financial resources, like podcasts, books and papers Cognitive biases The Soul Patts culture and how that impacts performance Episode resources: Todd Barlow's first podcast with Owen: https://www.youtube.com/watch?v=ykawVDPmj5c Soul Patt's private equity: https://www.youtube.com/watch?v=1EMpAjv6EnM Tom Milner on coal stocks: https://www.youtube.com/watch?v=Gt6Ua1cjegY More great resources you'll love: Ask a question: https://bit.ly/3QtiY00 Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices How does Washington H Soul Pattinson & Co. Ltd (ASX: SOL) actually invest? Soul Pattinson (sometimes called 'WHSP' or SOL) is one of Australia's oldest and best-performing ASX-listed companies, having been run by the same family for over 100 years.

    Todd Barlow is the CEO of Washington H Soul Pattinson & Co. Ltd (ASX: SOL), overseeing day-to-day operations, company strategy, the team and different investment units.

    In this Australian Investors Podcast with Owen Rask and Todd Barlow, questions include:

    • Soul Pattinson (ASX:SOL) versus LICs
    • Soul Pattinson (ASX:SOL) v active fund managers
    • The rise of index funds and ETFs
    • How Soul Pattinson (ASX:SOL) has been able to outperform the ASX 200
    • How do Soul Patt's combine private equity and credit, with holdings in TPG Group (ASX:TPG) and Brickworks (ASX:BRK)?
    • Todd's favourite financial resources, like podcasts, books and papers
    • Cognitive biases
    • The Soul Patts culture and how that impacts performance


    Episode resources:

    Todd Barlow's first podcast with Owen: https://www.youtube.com/watch?v=ykawVDPmj5c

    Soul Patt's private equity: https://www.youtube.com/watch?v=1EMpAjv6EnM

    Tom Milner on coal stocks: https://www.youtube.com/watch?v=Gt6Ua1cjegY


    More great resources you'll love:

    Ask a question: https://bit.ly/3QtiY00

    Invest with Owen: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3300 no     You get $100,000 - how do you invest it? SMSFs, plus a PE & private credit boom https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Drew Meredith, CFP and Owen Rask dive into SMSFs, what to do with $100,000 and will Private Equity be the 'next big thing?' Retirement podcast: Spotify: https://open.spotify.com/show/3FzKfzDcguviugCdZjAyyH Apple: https://podcasts.apple.com/us/podcast/australian-retirement-podcast/id1755721044 YouTube: https://www.youtube.com/playlist?list=PLECacouYcyPsk27PZNAXIq-suzargCRzC More great resources you'll love: Ask a question: https://bit.ly/3QtiY00 Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 13 Sep 2024 21:00:00 -0000 You get $100,000 - how do you invest it? SMSFs, plus a PE & private credit boom full Rask Drew Meredith, CFP and Owen Rask dive into SMSFs, what to do with $100,000 and will Private Equity be the 'next big thing?' Drew Meredith, CFP and Owen Rask dive into SMSFs, what to do with $100,000 and will Private Equity be the 'next big thing?' Retirement podcast: Spotify: https://open.spotify.com/show/3FzKfzDcguviugCdZjAyyH Apple: https://podcasts.apple.com/us/podcast/australian-retirement-podcast/id1755721044 YouTube: https://www.youtube.com/playlist?list=PLECacouYcyPsk27PZNAXIq-suzargCRzC More great resources you'll love: Ask a question: https://bit.ly/3QtiY00 Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Drew Meredith, CFP and Owen Rask dive into SMSFs, what to do with $100,000 and will Private Equity be the 'next big thing?'


    Retirement podcast:

    Spotify: https://open.spotify.com/show/3FzKfzDcguviugCdZjAyyH

    Apple: https://podcasts.apple.com/us/podcast/australian-retirement-podcast/id1755721044

    YouTube: https://www.youtube.com/playlist?list=PLECacouYcyPsk27PZNAXIq-suzargCRzC


    More great resources you'll love:

    Ask a question: https://bit.ly/3QtiY00

    Invest with Owen: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3888 no     The relevance of LICs in the modern market https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Over on the Rask Community we put up a post asking what people thought of LICs, if they invest in them and what they think about the premiums and discounts they trade at. The response surprised us. The surprise did not come from the content of the replies but the lack of replies. This prompted us to ask a question, are LICs relevant in a modern market? Joining us today is Geoff Driver of the grandfather of LICs AFIC, Dan McCleery from Acorn Investment Company and Amanda Lambert from comparative newcomer, Qualitas Real Estate Income Trust. In this episode we have a round table discussion about the current landscape for the structure in a world dominated by ETFs, the quality of LIC managers, what are the red flags to look for when assessing an opportunity and we highlight a major hurdle when it comes to comparing apples with apples in the LIC space. Helpful links: Our original Rask Community post that sparked this conversation. Australian Foundation Investment Company (ASX: AFI) Qualitas Real Estate Income Fund (ASX: QRI) Acorn Capital Investment Fund Limited (ASX: ACQ) ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 11 Sep 2024 05:30:00 -0000 The relevance of LICs in the modern market full Rask In this episode we have a round table discussion about the current landscape for the structure in a world dominated by ETFs, the quality of LIC managers, what are the red flags to look for when assessing an opportunity and we highlight a major hurdle when it comes to comparing apples with apples in the LIC space. Over on the Rask Community we put up a post asking what people thought of LICs, if they invest in them and what they think about the premiums and discounts they trade at. The response surprised us. The surprise did not come from the content of the replies but the lack of replies. This prompted us to ask a question, are LICs relevant in a modern market? Joining us today is Geoff Driver of the grandfather of LICs AFIC, Dan McCleery from Acorn Investment Company and Amanda Lambert from comparative newcomer, Qualitas Real Estate Income Trust. In this episode we have a round table discussion about the current landscape for the structure in a world dominated by ETFs, the quality of LIC managers, what are the red flags to look for when assessing an opportunity and we highlight a major hurdle when it comes to comparing apples with apples in the LIC space. Helpful links: Our original Rask Community post that sparked this conversation. Australian Foundation Investment Company (ASX: AFI) Qualitas Real Estate Income Fund (ASX: QRI) Acorn Capital Investment Fund Limited (ASX: ACQ) ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Over on the Rask Community we put up a post asking what people thought of LICs, if they invest in them and what they think about the premiums and discounts they trade at. The response surprised us. The surprise did not come from the content of the replies but the lack of replies.

    This prompted us to ask a question, are LICs relevant in a modern market? Joining us today is Geoff Driver of the grandfather of LICs AFIC, Dan McCleery from Acorn Investment Company and Amanda Lambert from comparative newcomer, Qualitas Real Estate Income Trust.

    In this episode we have a round table discussion about the current landscape for the structure in a world dominated by ETFs, the quality of LIC managers, what are the red flags to look for when assessing an opportunity and we highlight a major hurdle when it comes to comparing apples with apples in the LIC space.

    Helpful links:

    Our original Rask Community post that sparked this conversation.

    Australian Foundation Investment Company (ASX: AFI)

    Qualitas Real Estate Income Fund (ASX: QRI)

    Acorn Capital Investment Fund Limited (ASX: ACQ)

    ~~ Resources you'll love ~~

    Access Show Notes: https://bit.ly/R-notes

    Invest with Owen: https://bit.ly/R-invest

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2358 no     Dave Gow: Pay off mortgage or invest, debt recycling and more [Part 2/2] https://www.raskmedia.com.au/podcasts/australian-property-podcast/ Dave Gow is the highly regarded author, podcast host and blogger, best known by his brand, Strong Money Australia. He joins Owen Rask. This is PART 2/2. For Part 1/2 with Dave and Owen, go here: https://www.raskmedia.com.au/2024/08/19/dave-gow-seven-figure-share-portfolio/ Dave's background is a story of true grit and determination. Dave is known as the forklift driver who retired at 28. He did that using a detailed budgeting plan while investing in property and shares. Dave's first book, Strong Money Australia: How to Gain Financial Independence and Create a Life of Freedom has sold over 20,000 copies, making it one of the most popular books on retirement in Australia. In this episode, Owen and Dave talk about using debt to invest, whether Dave would choose property again, debt recycling and whether it makes sense to save money in an offset, or invest in shares. ~~ RESOURCES ~~ Get Dave's Book on Spotify: https://bit.ly/gow-book  Get Dave's Book on Audible: https://bit.ly/dave-amazon  ~~ Dave's related posts online ~~ https://strongmoneyaustralia.com/should-you-borrow-to-invest-in-shares/  https://strongmoneyaustralia.com/debt-recycling-ultimate-guide/  https://strongmoneyaustralia.com/mortgage-vs-investing-vs-debt-recycling-at-higher-interest-rates/  https://strongmoneyaustralia.com/my-thoughts-on-die-with-zero-book-review/ ~~ Owen's stuff ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 09 Sep 2024 05:00:00 -0000 Dave Gow: Pay off mortgage or invest, debt recycling and more [Part 2/2] full Rask Strong Money Australia's Dave Gow returns with Owen Rask for Part 2/2 of our super-popular episodes. Dave Gow is the highly regarded author, podcast host and blogger, best known by his brand, Strong Money Australia. He joins Owen Rask. This is PART 2/2. For Part 1/2 with Dave and Owen, go here: https://www.raskmedia.com.au/2024/08/19/dave-gow-seven-figure-share-portfolio/ Dave's background is a story of true grit and determination. Dave is known as the forklift driver who retired at 28. He did that using a detailed budgeting plan while investing in property and shares. Dave's first book, Strong Money Australia: How to Gain Financial Independence and Create a Life of Freedom has sold over 20,000 copies, making it one of the most popular books on retirement in Australia. In this episode, Owen and Dave talk about using debt to invest, whether Dave would choose property again, debt recycling and whether it makes sense to save money in an offset, or invest in shares. ~~ RESOURCES ~~ Get Dave's Book on Spotify: https://bit.ly/gow-book  Get Dave's Book on Audible: https://bit.ly/dave-amazon  ~~ Dave's related posts online ~~ https://strongmoneyaustralia.com/should-you-borrow-to-invest-in-shares/  https://strongmoneyaustralia.com/debt-recycling-ultimate-guide/  https://strongmoneyaustralia.com/mortgage-vs-investing-vs-debt-recycling-at-higher-interest-rates/  https://strongmoneyaustralia.com/my-thoughts-on-die-with-zero-book-review/ ~~ Owen's stuff ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Dave Gow is the highly regarded author, podcast host and blogger, best known by his brand, Strong Money Australia. He joins Owen Rask.

    This is PART 2/2. For Part 1/2 with Dave and Owen, go here:

    https://www.raskmedia.com.au/2024/08/19/dave-gow-seven-figure-share-portfolio/

    Dave's background is a story of true grit and determination. Dave is known as the forklift driver who retired at 28. He did that using a detailed budgeting plan while investing in property and shares.

    Dave's first book, Strong Money Australia: How to Gain Financial Independence and Create a Life of Freedom has sold over 20,000 copies, making it one of the most popular books on retirement in Australia.

    In this episode, Owen and Dave talk about using debt to invest, whether Dave would choose property again, debt recycling and whether it makes sense to save money in an offset, or invest in shares.

    ~~ RESOURCES ~~

    Get Dave's Book on Spotify: https://bit.ly/gow-book 

    Get Dave's Book on Audible: https://bit.ly/dave-amazon 

    ~~ Dave's related posts online ~~

    https://strongmoneyaustralia.com/should-you-borrow-to-invest-in-shares/ 

    https://strongmoneyaustralia.com/debt-recycling-ultimate-guide/ 

    https://strongmoneyaustralia.com/mortgage-vs-investing-vs-debt-recycling-at-higher-interest-rates/ 

    https://strongmoneyaustralia.com/my-thoughts-on-die-with-zero-book-review/

    ~~ Owen's stuff ~~

    Invest with Owen: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2543 no     Cochlear or Mineral Resources, Emerging Markets 102 and finding mid-cap funds https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Drew Meredith, CFP and Owen Rask dive into Emerging Markets 102, picking small and mid-cap ASX fund managers, whether or not to use an SMSF and more. Retirement podcast: Spotify: https://open.spotify.com/show/3FzKfzDcguviugCdZjAyyH Apple: https://podcasts.apple.com/us/podcast/australian-retirement-podcast/id1755721044 YouTube: https://www.youtube.com/playlist?list=PLECacouYcyPsk27PZNAXIq-suzargCRzC More great resources you'll love: Ask a question: https://bit.ly/3QtiY00 Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 06 Sep 2024 21:00:00 -0000 Cochlear or Mineral Resources, Emerging Markets 102 and finding mid-cap funds full Rask Drew Meredith, CFP and Owen Rask dive into Emerging Markets 102, picking small and mid-cap ASX fund managers, whether or not to use an SMSF and more. Drew Meredith, CFP and Owen Rask dive into Emerging Markets 102, picking small and mid-cap ASX fund managers, whether or not to use an SMSF and more. Retirement podcast: Spotify: https://open.spotify.com/show/3FzKfzDcguviugCdZjAyyH Apple: https://podcasts.apple.com/us/podcast/australian-retirement-podcast/id1755721044 YouTube: https://www.youtube.com/playlist?list=PLECacouYcyPsk27PZNAXIq-suzargCRzC More great resources you'll love: Ask a question: https://bit.ly/3QtiY00 Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Drew Meredith, CFP and Owen Rask dive into Emerging Markets 102, picking small and mid-cap ASX fund managers, whether or not to use an SMSF and more.

    Retirement podcast:

    Spotify: https://open.spotify.com/show/3FzKfzDcguviugCdZjAyyH

    Apple: https://podcasts.apple.com/us/podcast/australian-retirement-podcast/id1755721044

    YouTube: https://www.youtube.com/playlist?list=PLECacouYcyPsk27PZNAXIq-suzargCRzC


    More great resources you'll love:

    Ask a question: https://bit.ly/3QtiY00

    Invest with Owen: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3003 no     4 stocks with seriously wide moats, ft. Elisa Di Marco https://www.raskmedia.com.au/2024/09/04/4-stocks-wide-moats-elisa-di-marco/ Elisa Di Marco, Portfolio Manager of the Magellan Core Global and Core ESG strategies, joins Owen Rask on The Australian Investors Podcast to make the cash for Stryker (NYSE:SYK), Visa (NYSE: V), Mastercard Inc (NYSE: MA) and Microsoft Corp (NASDAQ: MSFT). This is the third time Elisa has appeared on Rask or ASA. Here are some of her previous interviews: Payments & High Quality Investing: https://www.youtube.com/watch?v=poCajizrI0w How to find great global companies: https://www.youtube.com/watch?v=Cu-0EozZuLI Key resources Invest with Elisa: https://www.magellangroup.com.au/funds/magellan-core-global-fund-cboe-mcsg/ Series resources Invest with Owen: https://bit.ly/R-invest Ask a question: https://bit.ly/3QtiY00 Accounting for investors: http://bit.ly/3DG5lWS Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting for investors: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 04 Sep 2024 05:55:13 -0000 4 stocks with seriously wide moats, ft. Elisa Di Marco full Rask Elisa Di Marco from Magellan Asset Management joins Owen Rask to make the cash for Stryker (NYSE:SYK), Visa (NYSE: V), Mastercard Inc (NYSE: MA) and Microsoft Corp (NASDAQ: MSFT) Elisa Di Marco, Portfolio Manager of the Magellan Core Global and Core ESG strategies, joins Owen Rask on The Australian Investors Podcast to make the cash for Stryker (NYSE:SYK), Visa (NYSE: V), Mastercard Inc (NYSE: MA) and Microsoft Corp (NASDAQ: MSFT). This is the third time Elisa has appeared on Rask or ASA. Here are some of her previous interviews: Payments & High Quality Investing: https://www.youtube.com/watch?v=poCajizrI0w How to find great global companies: https://www.youtube.com/watch?v=Cu-0EozZuLI Key resources Invest with Elisa: https://www.magellangroup.com.au/funds/magellan-core-global-fund-cboe-mcsg/ Series resources Invest with Owen: https://bit.ly/R-invest Ask a question: https://bit.ly/3QtiY00 Accounting for investors: http://bit.ly/3DG5lWS Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting for investors: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Elisa Di Marco, Portfolio Manager of the Magellan Core Global and Core ESG strategies, joins Owen Rask on The Australian Investors Podcast to make the cash for Stryker (NYSE:SYK), Visa (NYSE: V), Mastercard Inc (NYSE: MA) and Microsoft Corp (NASDAQ: MSFT).

    This is the third time Elisa has appeared on Rask or ASA. Here are some of her previous interviews:

    Payments & High Quality Investing: https://www.youtube.com/watch?v=poCajizrI0w

    How to find great global companies: https://www.youtube.com/watch?v=Cu-0EozZuLI

    Key resources

    Invest with Elisa: https://www.magellangroup.com.au/funds/magellan-core-global-fund-cboe-mcsg/

    Series resources


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2289 no     Why Owen wants to refinance (and how to do it), why Perth house prices are up 24% in one year & your property questions answered by Chris Bates https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast, expert mortgage Chris Bates, co-founder of Flint Group, joins Owen Rask, founder of Rask, to answer your property questions and dive into what it takes to do a refinance on a mortgage.  Resources for this episode: Refinance with Chris/Flint: https://bit.ly/broke-rask Ask a question: https://bit.ly/3QtiY00 Topics covered: Why Blusk transformed into Flint Perth prices are up 24%!!! Is that sustainable? What is a refinance? Why and how can I do a refinance? Broker? Adviser? Accountant? Who does what? Is my real estate agent playing me? Series resources Ask a question: https://bit.ly/3QtiY00 Access Show Notes: https://bit.ly/R-notes Kate's book, Buying Happiness: https://bit.ly/kate-amazon Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 02 Sep 2024 05:00:00 -0000 Why Owen wants to refinance (and how to do it), why Perth house prices are up 24% in one year & your property questions answered by Chris Bates full Rask Expert mortgage Chris Bates joins Owen Rask to answer your property questions and dive into what it takes to do a refinance on a mortgage. In this Australian Investors Podcast, expert mortgage Chris Bates, co-founder of Flint Group, joins Owen Rask, founder of Rask, to answer your property questions and dive into what it takes to do a refinance on a mortgage.  Resources for this episode: Refinance with Chris/Flint: https://bit.ly/broke-rask Ask a question: https://bit.ly/3QtiY00 Topics covered: Why Blusk transformed into Flint Perth prices are up 24%!!! Is that sustainable? What is a refinance? Why and how can I do a refinance? Broker? Adviser? Accountant? Who does what? Is my real estate agent playing me? Series resources Ask a question: https://bit.ly/3QtiY00 Access Show Notes: https://bit.ly/R-notes Kate's book, Buying Happiness: https://bit.ly/kate-amazon Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast, expert mortgage Chris Bates, co-founder of Flint Group, joins Owen Rask, founder of Rask, to answer your property questions and dive into what it takes to do a refinance on a mortgage. 

    Resources for this episode:

    Topics covered:

    • Why Blusk transformed into Flint
    • Perth prices are up 24%!!! Is that sustainable?
    • What is a refinance?
    • Why and how can I do a refinance?
    • Broker? Adviser? Accountant? Who does what?
    • Is my real estate agent playing me?

    Series resources


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3333 no     Is ZIP the new Nvida stock? Plus, is the ASX 200 ex growth and Drew tackles REITs https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Drew Meredith, CFP and Owen Rask dive into whether the ASX 200 (ASX:XJO) is now 'ex growth', Real Estate Investment Trusts (REITs) and preparing for retirement. Topics covered: ZIP's results NVIDIA results Tyro Payments (ASX:TYR) results A deep dive into REITs Betashares Direct Active or passive for ASX 200? How to invest for singles Community post on EX20: https://community.rask.com.au/c/asx-shares/asx-20-200-300-data-top-performers Retirement podcast: Spotify: https://open.spotify.com/show/3FzKfzDcguviugCdZjAyyH Apple: https://podcasts.apple.com/us/podcast/australian-retirement-podcast/id1755721044 YouTube: https://www.youtube.com/playlist?list=PLECacouYcyPsk27PZNAXIq-suzargCRzC More great resources you'll love: Ask a question: https://bit.ly/3QtiY00 Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 30 Aug 2024 21:00:00 -0000 Is ZIP the new Nvida stock? Plus, is the ASX 200 ex growth and Drew tackles REITs full Rask Drew Meredith, CFP and Owen Rask dive into whether the ASX 200 (ASX:XJO) is now 'ex growth', Real Estate Investment Trusts (REITs) and preparing for retirement. Drew Meredith, CFP and Owen Rask dive into whether the ASX 200 (ASX:XJO) is now 'ex growth', Real Estate Investment Trusts (REITs) and preparing for retirement. Topics covered: ZIP's results NVIDIA results Tyro Payments (ASX:TYR) results A deep dive into REITs Betashares Direct Active or passive for ASX 200? How to invest for singles Community post on EX20: https://community.rask.com.au/c/asx-shares/asx-20-200-300-data-top-performers Retirement podcast: Spotify: https://open.spotify.com/show/3FzKfzDcguviugCdZjAyyH Apple: https://podcasts.apple.com/us/podcast/australian-retirement-podcast/id1755721044 YouTube: https://www.youtube.com/playlist?list=PLECacouYcyPsk27PZNAXIq-suzargCRzC More great resources you'll love: Ask a question: https://bit.ly/3QtiY00 Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Drew Meredith, CFP and Owen Rask dive into whether the ASX 200 (ASX:XJO) is now 'ex growth', Real Estate Investment Trusts (REITs) and preparing for retirement.


    Topics covered:

    ZIP's results

    NVIDIA results

    Tyro Payments (ASX:TYR) results

    A deep dive into REITs

    Betashares Direct

    Active or passive for ASX 200?

    How to invest for singles


    Community post on EX20:

    https://community.rask.com.au/c/asx-shares/asx-20-200-300-data-top-performers


    Retirement podcast:

    Spotify: https://open.spotify.com/show/3FzKfzDcguviugCdZjAyyH

    Apple: https://podcasts.apple.com/us/podcast/australian-retirement-podcast/id1755721044

    YouTube: https://www.youtube.com/playlist?list=PLECacouYcyPsk27PZNAXIq-suzargCRzC


    More great resources you'll love:

    Ask a question: https://bit.ly/3QtiY00

    Invest with Owen: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4081 no     Inside Soul Patts: private equity, private credit and finding emerging companies with Dean Price and David Scammell https://www.raskmedia.com.au/podcasts/australian-investors-podcast In their first-ever long-form interview, in this Australian Investors Podcast episode Owen Rask is joined by Dean Price, Managing Director of Credit and Emerging Companies, and David Scammell, Managing Director of Private Equity and Advisory. Both Dean Price and David Scammell are integral members in the Washington H. Soul Pattinson business, especially with regard to private equity, early stage investing and private credit. In this podcast with Soul Patts: What is private credit? Soul Patt's private credit investing process Soul Patt's criteria for private equity Examples of private investments going gangbusters Soul Patt's 4 key thematics How Soul Patt's tries to find emerging companies like TPG Telecom Advice to their younger selves Resources for this episode Soul Pattinson's CEO Todd Barlow's first Rask interview: https://www.raskmedia.com.au/2023/04/17/asx-sol-todd-barlow/ Soul Patt's website: https://soulpatts.com.au/ ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 28 Aug 2024 05:30:00 -0000 Inside Soul Patts: private equity, private credit and finding emerging companies with Dean Price and David Scammell full Rask In a rare interview, Owen Rask is joined by Dean Price and David Scammell, integral players in Washington H. Soul Pattinson's private equity and private credit business lines. In their first-ever long-form interview, in this Australian Investors Podcast episode Owen Rask is joined by Dean Price, Managing Director of Credit and Emerging Companies, and David Scammell, Managing Director of Private Equity and Advisory. Both Dean Price and David Scammell are integral members in the Washington H. Soul Pattinson business, especially with regard to private equity, early stage investing and private credit. In this podcast with Soul Patts: What is private credit? Soul Patt's private credit investing process Soul Patt's criteria for private equity Examples of private investments going gangbusters Soul Patt's 4 key thematics How Soul Patt's tries to find emerging companies like TPG Telecom Advice to their younger selves Resources for this episode Soul Pattinson's CEO Todd Barlow's first Rask interview: https://www.raskmedia.com.au/2023/04/17/asx-sol-todd-barlow/ Soul Patt's website: https://soulpatts.com.au/ ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In their first-ever long-form interview, in this Australian Investors Podcast episode Owen Rask is joined by Dean Price, Managing Director of Credit and Emerging Companies, and David Scammell, Managing Director of Private Equity and Advisory.

    Both Dean Price and David Scammell are integral members in the Washington H. Soul Pattinson business, especially with regard to private equity, early stage investing and private credit.

    In this podcast with Soul Patts:

    • What is private credit?
    • Soul Patt's private credit investing process
    • Soul Patt's criteria for private equity
    • Examples of private investments going gangbusters
    • Soul Patt's 4 key thematics
    • How Soul Patt's tries to find emerging companies like TPG Telecom
    • Advice to their younger selves

    Resources for this episode

    Soul Pattinson's CEO Todd Barlow's first Rask interview: https://www.raskmedia.com.au/2023/04/17/asx-sol-todd-barlow/

    Soul Patt's website: https://soulpatts.com.au/

    ~~ Resources you'll love ~~

    Invest with Owen: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2208 no     What the FANG is going on with ETFs? Plus results from Breville, WiseTech and Drew's Zipper https://www.raskmedia.com.au/2024/08/24/asx-fang-etf-is-going-on/ Drew Meredith, CFP and Owen Rask dive into results from Breville Group (ASX: BRG) and WiseTech Global Ltd (ASX: WTC) and answer your questions on this 2 Sense episode of The Australian Investors Podcast. ASX results: Domino's gets dumped WiseTech makes Richard White $1 billion richer Breville bubbles up Great resources: Best advice anyone received from a Rask podcast More great resources you'll love: Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Sat, 24 Aug 2024 11:00:00 -0000 What the FANG is going on with ETFs? Plus results from Breville, WiseTech and Drew's Zipper full Rask Drew Meredith, CFP and Owen Rask dive into results from Breville Group (ASX:BRG) and WiseTech (ASX:WTC) and answer your questions on this 2 Sense episode of The Australian Investors Podcast. Drew Meredith, CFP and Owen Rask dive into results from Breville Group (ASX: BRG) and WiseTech Global Ltd (ASX: WTC) and answer your questions on this 2 Sense episode of The Australian Investors Podcast. ASX results: Domino's gets dumped WiseTech makes Richard White $1 billion richer Breville bubbles up Great resources: Best advice anyone received from a Rask podcast More great resources you'll love: Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Drew Meredith, CFP and Owen Rask dive into results from Breville Group (ASX: BRG) and WiseTech Global Ltd (ASX: WTC) and answer your questions on this 2 Sense episode of The Australian Investors Podcast.

    ASX results:

    Great resources:

    More great resources you'll love:

    Invest with Owen: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3990 no     USA v Emerging Markets stocks for the long haul: Antipodes' Jacob Mitchell weighs in https://www.raskmedia.com.au/podcasts/australian-investors-podcast Jacob Mitchell is the founder and Chief Investment Officer of Antipodes, a $10 billion global investment firm known for its robust quantitative and qualitative investment framework. This is the second Australian Investors Podcast episode in which Jacob has appeared with Owen Rask. Jacob first appeared in 2019: https://www.raskmedia.com.au/2019/08/29/jacob-mitchell-on-the-australian-investors-podcast/ Visit the Antipodes website: https://antipodes.com/ Talking points with Jacob Mitchell Antipodes investment process Emerging Markets or USA? Have the Mag7 run their race? Will Europe ever be as good as the USA market? How Jacob thinks about governance risks in China The tools Antipodes use to filter global markets Jacob's most recent personal investment ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 22 Aug 2024 01:25:55 -0000 USA v Emerging Markets stocks for the long haul: Antipodes' Jacob Mitchell weighs in full Rask Jacob Mitchell is the founder and Chief Investment Officer of Antipodes Partners, a global investment firm known for its robust quantitative and qualitative investment framework. Jacob Mitchell is the founder and Chief Investment Officer of Antipodes, a $10 billion global investment firm known for its robust quantitative and qualitative investment framework. This is the second Australian Investors Podcast episode in which Jacob has appeared with Owen Rask. Jacob first appeared in 2019: https://www.raskmedia.com.au/2019/08/29/jacob-mitchell-on-the-australian-investors-podcast/ Visit the Antipodes website: https://antipodes.com/ Talking points with Jacob Mitchell Antipodes investment process Emerging Markets or USA? Have the Mag7 run their race? Will Europe ever be as good as the USA market? How Jacob thinks about governance risks in China The tools Antipodes use to filter global markets Jacob's most recent personal investment ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Jacob Mitchell is the founder and Chief Investment Officer of Antipodes, a $10 billion global investment firm known for its robust quantitative and qualitative investment framework.

    This is the second Australian Investors Podcast episode in which Jacob has appeared with Owen Rask.

    Jacob first appeared in 2019: https://www.raskmedia.com.au/2019/08/29/jacob-mitchell-on-the-australian-investors-podcast/

    Visit the Antipodes website: https://antipodes.com/

    Talking points with Jacob Mitchell

    • Antipodes investment process
    • Emerging Markets or USA?
    • Have the Mag7 run their race?
    • Will Europe ever be as good as the USA market?
    • How Jacob thinks about governance risks in China
    • The tools Antipodes use to filter global markets
    • Jacob's most recent personal investment

    ~~ Resources you'll love ~~

    Invest with Owen: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2531 no     Look outside the ASX 20: Yarra Capital's Dion Hershan on finding value in ResMed, NextDC & more https://www.raskmedia.com.au/2024/08/19/yarra-capitals-dion-hershan/ In this episode of The Australian Investors Podcast, Yarra Capital's Dion Hershan joins Owen Rask to share the story of Yarra Capital, make the case for getting active exposure to Australia's mid caps, and profile household names, including ResMed (ASX: RMD), NextDC Ltd (ASX: NXT) and Carsales.com Ltd (ASX: CAR). Dion is Executive Chairman and Head of Australian Equities at Yarra Capital. He leads the Australian Equities team. Prior to transitioning to Yarra Capital Management, Dion was the Head of Australian Equities of Goldman Sachs Asset Management, a position he held since July 2007. Go to Yarra Capital's website: https://www.yarracm.com/australian-equities/yarra-ex-20-australian-equities-fund/ ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 19 Aug 2024 07:03:28 -0000 Look outside the ASX 20: Yarra Capital's Dion Hershan on finding value in ResMed, NextDC & more full Rask Yarra Capital's Dion Hershan joins Owen Rask to make the case for getting active exposure to Australia's mid caps. In this episode of The Australian Investors Podcast, Yarra Capital's Dion Hershan joins Owen Rask to share the story of Yarra Capital, make the case for getting active exposure to Australia's mid caps, and profile household names, including ResMed (ASX: RMD), NextDC Ltd (ASX: NXT) and Carsales.com Ltd (ASX: CAR). Dion is Executive Chairman and Head of Australian Equities at Yarra Capital. He leads the Australian Equities team. Prior to transitioning to Yarra Capital Management, Dion was the Head of Australian Equities of Goldman Sachs Asset Management, a position he held since July 2007. Go to Yarra Capital's website: https://www.yarracm.com/australian-equities/yarra-ex-20-australian-equities-fund/ ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of The Australian Investors Podcast, Yarra Capital's Dion Hershan joins Owen Rask to share the story of Yarra Capital, make the case for getting active exposure to Australia's mid caps, and profile household names, including ResMed (ASX: RMD), NextDC Ltd (ASX: NXT) and Carsales.com Ltd (ASX: CAR).

    Dion is Executive Chairman and Head of Australian Equities at Yarra Capital. He leads the Australian Equities team. Prior to transitioning to Yarra Capital Management, Dion was the Head of Australian Equities of Goldman Sachs Asset Management, a position he held since July 2007.

    Go to Yarra Capital's website: https://www.yarracm.com/australian-equities/yarra-ex-20-australian-equities-fund/

    ~~ Resources you'll love ~~

    Invest with Owen: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2974 no     PME is a rocketship, Seek sucks, CBA is a flop and Andrew Page's 2 hidden ASX shares https://www.raskmedia.com.au/podcasts/australian-investors-podcast Strawman's Andrew Page joins Owen Rask on this ASX Reporting Season episode of The Australian Investors Podcast to talk about results from Pro Medicus Ltd (ASX: PME), Commonwealth Bank of Australia (ASX: CBA), Seek Ltd (ASX: SEK). Andrew also rants about his property journey and dives into two ASX companies he really likes: Catapult Group International Ltd (ASX: CAT) and XRF Scientific Ltd (ASX: XRF). Join Strawman (before Monday!): https://strawman.com/member/landing/signup?premium Pro Medicus write-up by Claude: https://arichlife.com.au/pro-medicus-asx-pme-share-price-pops-on-phenomenal-fy-2024-results/ ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 16 Aug 2024 21:00:00 -0000 PME is a rocketship, Seek sucks, CBA is a flop and Andrew Page's 2 hidden ASX shares full Rask Strawman's Andrew Page joins Owen Rask on this special Australian Investors Podcast episode to talk Pro Medicus Ltd (ASX: PME) and much more. Strawman's Andrew Page joins Owen Rask on this ASX Reporting Season episode of The Australian Investors Podcast to talk about results from Pro Medicus Ltd (ASX: PME), Commonwealth Bank of Australia (ASX: CBA), Seek Ltd (ASX: SEK). Andrew also rants about his property journey and dives into two ASX companies he really likes: Catapult Group International Ltd (ASX: CAT) and XRF Scientific Ltd (ASX: XRF). Join Strawman (before Monday!): https://strawman.com/member/landing/signup?premium Pro Medicus write-up by Claude: https://arichlife.com.au/pro-medicus-asx-pme-share-price-pops-on-phenomenal-fy-2024-results/ ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Strawman's Andrew Page joins Owen Rask on this ASX Reporting Season episode of The Australian Investors Podcast to talk about results from Pro Medicus Ltd (ASX: PME), Commonwealth Bank of Australia (ASX: CBA), Seek Ltd (ASX: SEK).

    Andrew also rants about his property journey and dives into two ASX companies he really likes: Catapult Group International Ltd (ASX: CAT) and XRF Scientific Ltd (ASX: XRF).

    Join Strawman (before Monday!): https://strawman.com/member/landing/signup?premium

    Pro Medicus write-up by Claude: https://arichlife.com.au/pro-medicus-asx-pme-share-price-pops-on-phenomenal-fy-2024-results/

    ~~ Resources you'll love ~~

    Invest with Owen: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4744 no     Paul Clitheroe: how to invest and why you should be bullish on Australia https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this episode of The Australian Investors Podcast, Owen Rask and Paul Clitheroe talk about: 1. Paul's money advice to young people 2. The most common and memorable types of investment scams Paul uncovered 3. Paul's personal investment strategy 4. The rise of ETFs and how they change things 5. How Paul gets so much conviction in Australian shares and property 6. How a family investment in CSLshares create a massive flow on impact for Paul and his wife 7. Paul's personal pursuits, including winning the Sydney to Hobart yacht race Resources: Paul's profile on InvestSMART: https://www.investsmart.com.au/author/paul-clitheroe/11667 Nathan Bell on Rask: https://www.raskmedia.com.au/2022/10/24/nathan-bell-intelligent-investor/ ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 14 Aug 2024 05:00:00 -0000 Paul Clitheroe: how to invest and why you should be bullish on Australia full Rask Paul Clitheroe is interviewed by Owen Rask on The Australian Investors Podcast. See how Paul Clitheroe invests his money today. In this episode of The Australian Investors Podcast, Owen Rask and Paul Clitheroe talk about: 1. Paul's money advice to young people 2. The most common and memorable types of investment scams Paul uncovered 3. Paul's personal investment strategy 4. The rise of ETFs and how they change things 5. How Paul gets so much conviction in Australian shares and property 6. How a family investment in CSLshares create a massive flow on impact for Paul and his wife 7. Paul's personal pursuits, including winning the Sydney to Hobart yacht race Resources: Paul's profile on InvestSMART: https://www.investsmart.com.au/author/paul-clitheroe/11667 Nathan Bell on Rask: https://www.raskmedia.com.au/2022/10/24/nathan-bell-intelligent-investor/ ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of The Australian Investors Podcast, Owen Rask and Paul Clitheroe talk about:

    1. Paul's money advice to young people

    2. The most common and memorable types of investment scams Paul uncovered

    3. Paul's personal investment strategy

    4. The rise of ETFs and how they change things

    5. How Paul gets so much conviction in Australian shares and property

    6. How a family investment in CSLshares create a massive flow on impact for Paul and his wife

    7. Paul's personal pursuits, including winning the Sydney to Hobart yacht race

    Resources:

    Paul's profile on InvestSMART: https://www.investsmart.com.au/author/paul-clitheroe/11667

    Nathan Bell on Rask: https://www.raskmedia.com.au/2022/10/24/nathan-bell-intelligent-investor/

    ~~ Resources you'll love ~~

    Invest with Owen: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3135 no     Investing with a purpose - Future Generation's Caroline Gurney https://www.raskmedia.com.au/podcasts/future-gen-2-fold/ In this special episode of The Australian Investors Podcast, your host Owen Rask is joined by a very special guest CEO, Caroline Gurney, who oversees the Future Generation range of listed investment companies.  Future Generation's two Listed Investment Companies (LICs) serve a dual purpose: investment returns, and giving back. The two LICs are: Future Generation Global (ASX: FGG) Future Generation Australia (ASX: FGX) Australian Investors Podcast with Caroline Gurney In this podcast discussion: Caroline Gurney talks with Owen Rask about the role of investors in supporting and giving back to the community around them Why the giving side of the investments industry is real and something that Caroline is highly passionate about supporting How Future Gen selects charities to support The investment committee and decision making process behind Future Generation Resources Listen to Future Generation's podcast Future Generation Global Future Generation Australia ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 13 Aug 2024 05:41:03 -0000 Investing with a purpose - Future Generation's Caroline Gurney full Rask Owen is joined by special guest CEO, Caroline Gurney, who oversees the Future Generation range of listed investment companies. In this special episode of The Australian Investors Podcast, your host Owen Rask is joined by a very special guest CEO, Caroline Gurney, who oversees the Future Generation range of listed investment companies.  Future Generation's two Listed Investment Companies (LICs) serve a dual purpose: investment returns, and giving back. The two LICs are: Future Generation Global (ASX: FGG) Future Generation Australia (ASX: FGX) Australian Investors Podcast with Caroline Gurney In this podcast discussion: Caroline Gurney talks with Owen Rask about the role of investors in supporting and giving back to the community around them Why the giving side of the investments industry is real and something that Caroline is highly passionate about supporting How Future Gen selects charities to support The investment committee and decision making process behind Future Generation Resources Listen to Future Generation's podcast Future Generation Global Future Generation Australia ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this special episode of The Australian Investors Podcast, your host Owen Rask is joined by a very special guest CEO, Caroline Gurney, who oversees the Future Generation range of listed investment companies. 

    Future Generation's two Listed Investment Companies (LICs) serve a dual purpose: investment returns, and giving back.

    The two LICs are:

    • Future Generation Global (ASX: FGG)
    • Future Generation Australia (ASX: FGX)


    Australian Investors Podcast with Caroline Gurney

    In this podcast discussion:

    • Caroline Gurney talks with Owen Rask about the role of investors in supporting and giving back to the community around them
    • Why the giving side of the investments industry is real and something that Caroline is highly passionate about supporting
    • How Future Gen selects charities to support
    • The investment committee and decision making process behind Future Generation


    Resources


    ~~ Resources you'll love ~~

    Invest with Owen: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1795 no     ASX results: Audinate (ASX:AD8) is still overvalued, a punt on Pointsbet (PBH) & Credit Corp (CCP) https://www.raskmedia.com.au/podcasts/australian-investors-podcast After falling 40%, is it possible that Audinate Ltd (ASX: AD8) shares still overvalued? Despite a capital release, is a punt on Pointsbet (ASX: PBH) worth it? And don't underestimate the return of Credit Corp Group Ltd (ASX: CCP) to the top of the ASX league tables. All that and more on this weekend's ASX Reporting Season special of The Australian Investors Podcast with Owen Rask, Chief Investment Officer of Rask Invest, and Seneca's Luke Laretive and Ben Richards. Free portfolio review with Luke: https://forms.zohopublic.com/senecafinancialsolutions/form/RASKMedia/formperma/MWnob0ApZdmfsMwLb0L5Rq4ZnGnse9Pg3lWdFUdmjZM ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 09 Aug 2024 21:00:00 -0000 ASX results: Audinate (ASX:AD8) is still overvalued, a punt on Pointsbet (PBH) & Credit Corp (CCP) full Rask Owen is joined by Ben and Luke from Seneca Financial Solutions for an ASX deep dive. After falling 40%, is it possible that Audinate Ltd (ASX: AD8) shares still overvalued? Despite a capital release, is a punt on Pointsbet (ASX: PBH) worth it? And don't underestimate the return of Credit Corp Group Ltd (ASX: CCP) to the top of the ASX league tables. All that and more on this weekend's ASX Reporting Season special of The Australian Investors Podcast with Owen Rask, Chief Investment Officer of Rask Invest, and Seneca's Luke Laretive and Ben Richards. Free portfolio review with Luke: https://forms.zohopublic.com/senecafinancialsolutions/form/RASKMedia/formperma/MWnob0ApZdmfsMwLb0L5Rq4ZnGnse9Pg3lWdFUdmjZM ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices After falling 40%, is it possible that Audinate Ltd (ASX: AD8) shares still overvalued?

    Despite a capital release, is a punt on Pointsbet (ASX: PBH) worth it?

    And don't underestimate the return of Credit Corp Group Ltd (ASX: CCP) to the top of the ASX league tables.

    All that and more on this weekend's ASX Reporting Season special of The Australian Investors Podcast with Owen Rask, Chief Investment Officer of Rask Invest, and Seneca's Luke Laretive and Ben Richards.

    Free portfolio review with Luke: https://forms.zohopublic.com/senecafinancialsolutions/form/RASKMedia/formperma/MWnob0ApZdmfsMwLb0L5Rq4ZnGnse9Pg3lWdFUdmjZM


    ~~ Resources you'll love ~~

    Invest with Owen: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3141 no     4 factors for small cap investing, with Airlie's Will Granger https://www.raskmedia.com.au/podcasts/australian-investors-podcast In this Australian Investors Podcast episode, Owen Rask is joined by Airlie's Will Granger to talk about small cap process, risk management and opportunity. If you like small-cap investing in Australia, this is a great episode for developing a repeatable investment process, with risk and return front of mind. Of particular note is Will's focus on Financial Strength, Business Quality, Quality of Management and Valuation. Four factors that the entire Airlie team considers before making an investment. Episode resources Airline website: https://www.airliefundsmanagement.com.au/funds/airlie-small-companies-fund/ Invest with Owen: https://bit.ly/R-invest Financial Planning: https://bit.ly/R-plan Ask a question: https://bit.ly/3QtiY00 Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 07 Aug 2024 05:30:00 -0000 4 factors for small cap investing, with Airlie's Will Granger full Rask Owen Rask is joined by Airlie's Will Granger to talk about small cap process, risk management and opportunity. In this Australian Investors Podcast episode, Owen Rask is joined by Airlie's Will Granger to talk about small cap process, risk management and opportunity. If you like small-cap investing in Australia, this is a great episode for developing a repeatable investment process, with risk and return front of mind. Of particular note is Will's focus on Financial Strength, Business Quality, Quality of Management and Valuation. Four factors that the entire Airlie team considers before making an investment. Episode resources Airline website: https://www.airliefundsmanagement.com.au/funds/airlie-small-companies-fund/ Invest with Owen: https://bit.ly/R-invest Financial Planning: https://bit.ly/R-plan Ask a question: https://bit.ly/3QtiY00 Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode, Owen Rask is joined by Airlie's Will Granger to talk about small cap process, risk management and opportunity.

    If you like small-cap investing in Australia, this is a great episode for developing a repeatable investment process, with risk and return front of mind.

    Of particular note is Will's focus on Financial Strength, Business Quality, Quality of Management and Valuation. Four factors that the entire Airlie team considers before making an investment.

    Episode resources


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1986 no     NVIDIA stock or Pro Medicus (ASX:PME) shares? Plus results from MSFT, META, AAPL & more https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ On this weekend's instalment of "2 Sense" on the Australian Investors Podcast, Chief Investment Officer, Owen Rask and financial adviser Drew Meredith, CFP take a look the market darlings Pro Medicus Ltd (ASX: PME) and NVIDIA Inc (NASDAQ: NVDA). Topics covered: - NVDA stock or PME shares? - Results from MSFT, AAPL SPOT & META - Rex is closing down - iShares S&P 500 (ASX: IVV) or VanEck QUAL ETF (ASX: QUAL)? - The best free investment resources - How to calculate PE ratios ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 02 Aug 2024 21:00:00 -0000 NVIDIA stock or Pro Medicus (ASX:PME) shares? Plus results from MSFT, META, AAPL & more full Rask On this weekend's instalment of "2 Sense" on the Australian Investors Podcast, Chief Investment Officer, Owen Rask and financial adviser Drew Meredith, CFP take a look the market darlings Pro Medicus Ltd (ASX: PME) and NVIDIA Inc (NASDAQ: NVDA). On this weekend's instalment of "2 Sense" on the Australian Investors Podcast, Chief Investment Officer, Owen Rask and financial adviser Drew Meredith, CFP take a look the market darlings Pro Medicus Ltd (ASX: PME) and NVIDIA Inc (NASDAQ: NVDA). Topics covered: - NVDA stock or PME shares? - Results from MSFT, AAPL SPOT & META - Rex is closing down - iShares S&P 500 (ASX: IVV) or VanEck QUAL ETF (ASX: QUAL)? - The best free investment resources - How to calculate PE ratios ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices On this weekend's instalment of "2 Sense" on the Australian Investors Podcast, Chief Investment Officer, Owen Rask and financial adviser Drew Meredith, CFP take a look the market darlings Pro Medicus Ltd (ASX: PME) and NVIDIA Inc (NASDAQ: NVDA).

    Topics covered:

    - NVDA stock or PME shares?

    - Results from MSFT, AAPL SPOT & META

    - Rex is closing down

    - iShares S&P 500 (ASX: IVV) or VanEck QUAL ETF (ASX: QUAL)?

    - The best free investment resources

    - How to calculate PE ratios


    ~~ Resources you'll love ~~

    Invest with Owen: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3859 no     State of the Markets Vol. II - June 2024 https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ The State of the Markets episodes provide you with a concise and clear picture of what is happening across markets. Not just in property, and not just in Australia. Pete Wargent and Owen Rask talk about the S&P/ASX 200 (INDEXASX: XJO), bonds, Australian residential property, commercial property, S&P 500 (INDEXSP:.INX), what's happening with the Australian Dollar (AUD) and more! Let us know what you think by writing in, using the 'Ask a Question' link below or jumping into the community. Topics covered: Australian property prices, including Perth's rise Why the Australian dollar (AUDUSD) is getting interesting How bond prices work and why they're interesting Is office property on its last squeeze? The S&P 500 is up 22% in one year?! Inflation is the key signal for 2024 & 2025 Key resources for this episode: Free Rask Community Pete's new book with Cate Bakos - The Buy Right Approach to Property Investing Australian Property Podcast ~~ Resources you'll love ~~ Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 31 Jul 2024 05:30:00 -0000 State of the Markets Vol. II - June 2024 full Rask Chief Investment Officer Owen Rask and property economist, buyers agent and author Pete Wargent share their recap from the second quarter of 2024. The State of the Markets episodes provide you with a concise and clear picture of what is happening across markets. Not just in property, and not just in Australia. Pete Wargent and Owen Rask talk about the S&P/ASX 200 (INDEXASX: XJO), bonds, Australian residential property, commercial property, S&P 500 (INDEXSP:.INX), what's happening with the Australian Dollar (AUD) and more! Let us know what you think by writing in, using the 'Ask a Question' link below or jumping into the community. Topics covered: Australian property prices, including Perth's rise Why the Australian dollar (AUDUSD) is getting interesting How bond prices work and why they're interesting Is office property on its last squeeze? The S&P 500 is up 22% in one year?! Inflation is the key signal for 2024 & 2025 Key resources for this episode: Free Rask Community Pete's new book with Cate Bakos - The Buy Right Approach to Property Investing Australian Property Podcast ~~ Resources you'll love ~~ Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices The State of the Markets episodes provide you with a concise and clear picture of what is happening across markets. Not just in property, and not just in Australia.

    Pete Wargent and Owen Rask talk about the S&P/ASX 200 (INDEXASX: XJO), bonds, Australian residential property, commercial property, S&P 500 (INDEXSP:.INX), what's happening with the Australian Dollar (AUD) and more!

    Let us know what you think by writing in, using the 'Ask a Question' link below or jumping into the community.

    Topics covered:

    • Australian property prices, including Perth's rise
    • Why the Australian dollar (AUDUSD) is getting interesting
    • How bond prices work and why they're interesting
    • Is office property on its last squeeze?
    • The S&P 500 is up 22% in one year?!
    • Inflation is the key signal for 2024 & 2025


    Key resources for this episode:


    ~~ Resources you'll love ~~

    Show Notes: https://bit.ly/R-notes

    Invest with Owen: https://bit.ly/R-invest

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2633 no     Using ETFs for passive income (step by step, with ETF examples) https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ OwenRask, Chief Investment Officer of Rask Invest, speaks with Betashares Senior Investment Strategist Cameron Gleeson about how to use ETFs for passive income in this Australian Finance Podcast. Topics covered in this market update Cameron's first (and most recent) investment LICs versus ETFs How ETFs actually produce income Risk levels of ETFs ETFs featured: AAA - cash ETF MMKT - cash plus ETF A200 - top 200 Aussie shares QOZ - top Aussie shares, fundamentally weighted YMAX - yield maximiser QPON - bond ETF HBRD - hybrid fund BSUB - bond ETF Episode resources Invest with Owen: https://bit.ly/R-invest ETF investing course: https://education.rask.com.au/courses/etf-course/ 10 things activity (PDF): https://education.rask.com.au/wp-content/uploads/sites/4/2020/12/FIRE-Course-10-Things-Activity.pdf Financial Planning: https://bit.ly/R-plan Ask a question: https://bit.ly/3QtiY00 Access Show Notes: https://bit.ly/R-notes Kate's book, Buying Happiness: https://bit.ly/kate-amazon Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 26 Jul 2024 21:00:00 -0000 Using ETFs for passive income (step by step, with ETF examples) full Rask Owen Rask, Chief Investment Officer of Rask Invest, speaks with Betashares Senior Investment Strategist Cameron Gleeson about how to use ETFs for passive income. OwenRask, Chief Investment Officer of Rask Invest, speaks with Betashares Senior Investment Strategist Cameron Gleeson about how to use ETFs for passive income in this Australian Finance Podcast. Topics covered in this market update Cameron's first (and most recent) investment LICs versus ETFs How ETFs actually produce income Risk levels of ETFs ETFs featured: AAA - cash ETF MMKT - cash plus ETF A200 - top 200 Aussie shares QOZ - top Aussie shares, fundamentally weighted YMAX - yield maximiser QPON - bond ETF HBRD - hybrid fund BSUB - bond ETF Episode resources Invest with Owen: https://bit.ly/R-invest ETF investing course: https://education.rask.com.au/courses/etf-course/ 10 things activity (PDF): https://education.rask.com.au/wp-content/uploads/sites/4/2020/12/FIRE-Course-10-Things-Activity.pdf Financial Planning: https://bit.ly/R-plan Ask a question: https://bit.ly/3QtiY00 Access Show Notes: https://bit.ly/R-notes Kate's book, Buying Happiness: https://bit.ly/kate-amazon Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices OwenRask, Chief Investment Officer of Rask Invest, speaks with Betashares Senior Investment Strategist Cameron Gleeson about how to use ETFs for passive income in this Australian Finance Podcast.

    Topics covered in this market update

    • Cameron's first (and most recent) investment
    • LICs versus ETFs
    • How ETFs actually produce income
    • Risk levels of ETFs

    ETFs featured:

    • AAA - cash ETF
    • MMKT - cash plus ETF
    • A200 - top 200 Aussie shares
    • QOZ - top Aussie shares, fundamentally weighted
    • YMAX - yield maximiser
    • QPON - bond ETF
    • HBRD - hybrid fund
    • BSUB - bond ETF

    Episode resources

    ~~ Resources you'll love ~~

    Invest with Owen: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00



    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2422 no     Pete's Powerhouse Portfolio (Buy Right Approach Part 2) https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this episode of The Australian Property Podcast, Pete Wargent, property investor and author, shares his expertise on the "Buy Right Approach" and the concept of a "powerhouse portfolio" with Owen. Topics covered: Why most people lost money in property How to build a powerhouse portfolio Pete & Cate's 4-part plan to remove emotions IQ versus IQ versus AQ Future trends for property investors Episode Resources: Buy Pete's book: https://majorstreet.com.au/products/the-buy-right-guide-to-investing-in-property ~~ Resources ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 24 Jul 2024 05:00:00 -0000 Pete's Powerhouse Portfolio (Buy Right Approach Part 2) full Rask Pete & Owen dive into the importance of 'AQ' in property and how to remove emotion from your long-term property portfolio. In this episode of The Australian Property Podcast, Pete Wargent, property investor and author, shares his expertise on the "Buy Right Approach" and the concept of a "powerhouse portfolio" with Owen. Topics covered: Why most people lost money in property How to build a powerhouse portfolio Pete & Cate's 4-part plan to remove emotions IQ versus IQ versus AQ Future trends for property investors Episode Resources: Buy Pete's book: https://majorstreet.com.au/products/the-buy-right-guide-to-investing-in-property ~~ Resources ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of The Australian Property Podcast, Pete Wargent, property investor and author, shares his expertise on the "Buy Right Approach" and the concept of a "powerhouse portfolio" with Owen.

    Topics covered:

    • Why most people lost money in property
    • How to build a powerhouse portfolio
    • Pete & Cate's 4-part plan to remove emotions
    • IQ versus IQ versus AQ
    • Future trends for property investors

    Episode Resources:

    Buy Pete's book: https://majorstreet.com.au/products/the-buy-right-guide-to-investing-in-property

    ~~ Resources ~~

    Invest with Owen: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2057 no     The Foundations of Property Investing (Buy Right Approach to Property Ep 1/2) https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this episode, Pete Wargent, property investor and author, shares his expertise on the "Buy Right Approach." Discover how this strategy differs from others, and why understanding market cycles and your own personality are key to long-term success. Learn the importance of a strategic plan and gain practical insights to make informed property investment decisions. Episode Resources: Buy Pete's book: https://majorstreet.com.au/products/the-buy-right-guide-to-investing-in-property ~~ Resources ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 22 Jul 2024 05:00:00 -0000 The Foundations of Property Investing (Buy Right Approach to Property Ep 1/2) full Rask In this Australian Investors Podcast, Pete Wargent shares his expertise on the "Buy Right Approach" to property investing. In this episode, Pete Wargent, property investor and author, shares his expertise on the "Buy Right Approach." Discover how this strategy differs from others, and why understanding market cycles and your own personality are key to long-term success. Learn the importance of a strategic plan and gain practical insights to make informed property investment decisions. Episode Resources: Buy Pete's book: https://majorstreet.com.au/products/the-buy-right-guide-to-investing-in-property ~~ Resources ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode, Pete Wargent, property investor and author, shares his expertise on the "Buy Right Approach." Discover how this strategy differs from others, and why understanding market cycles and your own personality are key to long-term success. Learn the importance of a strategic plan and gain practical insights to make informed property investment decisions.

    Episode Resources:

    Buy Pete's book: https://majorstreet.com.au/products/the-buy-right-guide-to-investing-in-property

    ~~ Resources ~~

    Invest with Owen: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2351 no     IVV or VGS? I'm 33 with $1 million to invest, and CBA is surging https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Topics covered: - Best ETF: IVV or VGS? - Why is Commonwealth Bank of Australia (ASX: CBA) flying? - Pro Medicus Ltd (ASX: PME) is at an all time high - Zip Co Ltd (ASX: ZIP) in the doldrums - How to invest $1 million ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 19 Jul 2024 21:00:00 -0000 IVV or VGS? I'm 33 with $1 million to invest, and CBA is surging full Rask On this weekend's instalment of "2 Sense" on the Australian Investors Podcast, Chief Investment Officer, Owen Rask and financial adviser Drew Meredith, CFP take a look the dog stocks of the ASX, answer why they prefer the iShares S&P 500 (ASX: IVV) over Vanguard MSCI All World Ex Australia ETF (ASX: VGS) and more Topics covered: - Best ETF: IVV or VGS? - Why is Commonwealth Bank of Australia (ASX: CBA) flying? - Pro Medicus Ltd (ASX: PME) is at an all time high - Zip Co Ltd (ASX: ZIP) in the doldrums - How to invest $1 million ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Topics covered:

    - Best ETF: IVV or VGS?

    - Why is Commonwealth Bank of Australia (ASX: CBA) flying?

    - Pro Medicus Ltd (ASX: PME) is at an all time high

    - Zip Co Ltd (ASX: ZIP) in the doldrums

    - How to invest $1 million


    ~~ Resources you'll love ~~

    Invest with Owen: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00



    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3444 no     Profiting from multi-decade mega trends: A thematic ETF deep dive with Global X's Scott Helfstein https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ The recent AI boom has reignited enthusiasm for thematic ETFs and that's why I was so grateful to have Scott Helftstein the head of investment strategy at Global X, join me on his Australian tour for a deep dive on thematic ETFs. Scott has a wealth of knowledge in the space through his role at Global X and previously being the head of thematic portfolios at Morgan Stanley.  In this conversation we cover: Scott's upbringing in Long Island and his introduction to business through his father We explore how he developed a career in thematic investing  How his team identify a theme that could be an enduring mega trend Walk through the life cycle of the trend Discuss how a thematic etf can adapt to include emerging companies in the future  Discuss why he thinks AI and uranium are two multi-decade themes still in their infancy  We also address the often mentioned performance of thematic ETFs vs passive traditional indices Before recording this interview I reached out to the Rask Community on our community page to ask them what questions they would ask. If you have any thoughts you'd like to share after listening come and join us over at the Rask Community, it's free to join. Episode Resources: What are thematic ETFs by Global X Entry points & burning buildings More from Scott Helfstein ETFs mentioned in this episode: ATOM Uranium ETF FANG+ ETF GXAI Artificial Intelligence ETF PAVE US Infrastructure Development ETF ~~ Resources ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 17 Jul 2024 05:00:00 -0000 Profiting from multi-decade mega trends: A thematic ETF deep dive with Global X's Scott Helfstein full Rask Thematic ETFs are ETFs designed to invest in multi decade mega trends. You may have heard the saying "instead of looking for the needle in the haystack, just buy the whole haystack", well that's what thematic ETFs do, they're the haystack of companies for things like the AI boom, the energy transition, cyber security, medical advancements etc. The recent AI boom has reignited enthusiasm for thematic ETFs and that's why I was so grateful to have Scott Helftstein the head of investment strategy at Global X, join me on his Australian tour for a deep dive on thematic ETFs. Scott has a wealth of knowledge in the space through his role at Global X and previously being the head of thematic portfolios at Morgan Stanley.  In this conversation we cover: Scott's upbringing in Long Island and his introduction to business through his father We explore how he developed a career in thematic investing  How his team identify a theme that could be an enduring mega trend Walk through the life cycle of the trend Discuss how a thematic etf can adapt to include emerging companies in the future  Discuss why he thinks AI and uranium are two multi-decade themes still in their infancy  We also address the often mentioned performance of thematic ETFs vs passive traditional indices Before recording this interview I reached out to the Rask Community on our community page to ask them what questions they would ask. If you have any thoughts you'd like to share after listening come and join us over at the Rask Community, it's free to join. Episode Resources: What are thematic ETFs by Global X Entry points & burning buildings More from Scott Helfstein ETFs mentioned in this episode: ATOM Uranium ETF FANG+ ETF GXAI Artificial Intelligence ETF PAVE US Infrastructure Development ETF ~~ Resources ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices The recent AI boom has reignited enthusiasm for thematic ETFs and that's why I was so grateful to have Scott Helftstein the head of investment strategy at Global X, join me on his Australian tour for a deep dive on thematic ETFs. Scott has a wealth of knowledge in the space through his role at Global X and previously being the head of thematic portfolios at Morgan Stanley. 

    In this conversation we cover:

    • Scott's upbringing in Long Island and his introduction to business through his father
    • We explore how he developed a career in thematic investing 
    • How his team identify a theme that could be an enduring mega trend
    • Walk through the life cycle of the trend
    • Discuss how a thematic etf can adapt to include emerging companies in the future 
    • Discuss why he thinks AI and uranium are two multi-decade themes still in their infancy 
    • We also address the often mentioned performance of thematic ETFs vs passive traditional indices

    Before recording this interview I reached out to the Rask Community on our community page to ask them what questions they would ask. If you have any thoughts you'd like to share after listening come and join us over at the Rask Community, it's free to join.

    Episode Resources:

    What are thematic ETFs by Global X

    Entry points & burning buildings

    More from Scott Helfstein

    ETFs mentioned in this episode:

    ATOM Uranium ETF

    FANG+ ETF

    GXAI Artificial Intelligence ETF

    PAVE US Infrastructure Development ETF

    ~~ Resources ~~

    Invest with Owen: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3242 no     Is Polynovo (PNV) the next Pro Medicus, VHY or Colonial Imputation Fund, and how stocks are picked for ETFs https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Owen Rask is out in front of the camera for his second solo Q&A episode and a deep dive in Polynovo Ltd (ASX: PNV) on The Australian Investors Podcast. Topics covered Is Polynovo Ltd (ASX: PNV) a multibagger in waiting? The Rask philosophy and stock checklist Why is the Atlas Trend fund closing? Vanguard Australian High Yield Shares ETF (ASX: VHY) compared to Colonial First State Imputation Fund Can Rask invest my SMSF? How are stocks chosen for an ETF? Resources Where are the dividend aristocrats? Rask Community. https://community.rask.com.au/c/income-strategies/morningstar-article-on-australian-dividend-aristocrats  Sydney retirement event (use "Rask" code): https://www.wattlepartners.com.au/making-the-most-of-your-golden-years Rask ETF investing course: https://education.rask.com.au/courses/etf-course/ ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 12 Jul 2024 21:00:00 -0000 Is Polynovo (PNV) the next Pro Medicus, VHY or Colonial Imputation Fund, and how stocks are picked for ETFs full Rask Owen is back for his second solo Q&A episode and this time he takes a deep dive into Polynovo Ltd (ASX:PNV). Owen Rask is out in front of the camera for his second solo Q&A episode and a deep dive in Polynovo Ltd (ASX: PNV) on The Australian Investors Podcast. Topics covered Is Polynovo Ltd (ASX: PNV) a multibagger in waiting? The Rask philosophy and stock checklist Why is the Atlas Trend fund closing? Vanguard Australian High Yield Shares ETF (ASX: VHY) compared to Colonial First State Imputation Fund Can Rask invest my SMSF? How are stocks chosen for an ETF? Resources Where are the dividend aristocrats? Rask Community. https://community.rask.com.au/c/income-strategies/morningstar-article-on-australian-dividend-aristocrats  Sydney retirement event (use "Rask" code): https://www.wattlepartners.com.au/making-the-most-of-your-golden-years Rask ETF investing course: https://education.rask.com.au/courses/etf-course/ ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Owen Rask is out in front of the camera for his second solo Q&A episode and a deep dive in Polynovo Ltd (ASX: PNV) on The Australian Investors Podcast.

    Topics covered

    • Is Polynovo Ltd (ASX: PNV) a multibagger in waiting?
    • The Rask philosophy and stock checklist
    • Why is the Atlas Trend fund closing?
    • Vanguard Australian High Yield Shares ETF (ASX: VHY) compared to Colonial First State Imputation Fund
    • Can Rask invest my SMSF?
    • How are stocks chosen for an ETF?

    Resources

    Where are the dividend aristocrats? Rask Community. https://community.rask.com.au/c/income-strategies/morningstar-article-on-australian-dividend-aristocrats 

    Sydney retirement event (use "Rask" code): https://www.wattlepartners.com.au/making-the-most-of-your-golden-years

    Rask ETF investing course: https://education.rask.com.au/courses/etf-course/

    ~~ Resources you'll love ~~

    Access Show Notes: https://bit.ly/R-notes

    Invest with Owen: https://bit.ly/R-invest

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2656 no     Accountable investing, building a $US200m shoe business & a free offer to join ASA ft. Chair Steven Mabb https://www.raskmedia.com.au/podcasts/australian-investors-podcast Steven Mabb is the Chair of the Australian Shareholders Association (ASA) and recently joined Owen Rask to discuss his journey to investing, which came from co-owning and scaling a very successful US shoe company. Steven's journey is entrepreneurial, through his time scaling Vionic Group; enterprising, realising he had to invest in the share market to provide for his family's future; and built on accountability, since as Chair of the ASA he has direct corporate governance responsibilities. Join ASA for free (until July 31): https://bit.ly/asa-rask ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 10 Jul 2024 05:30:00 -0000 Accountable investing, building a $US200m shoe business & a free offer to join ASA ft. Chair Steven Mabb full Rask Steven Mabb is the Chair of the Australian Shareholders Association (ASA) and recently joined Owen Rask to discuss his journey to investing, which came from co-owning and scaling a very successful US shoe company. Steven Mabb is the Chair of the Australian Shareholders Association (ASA) and recently joined Owen Rask to discuss his journey to investing, which came from co-owning and scaling a very successful US shoe company. Steven's journey is entrepreneurial, through his time scaling Vionic Group; enterprising, realising he had to invest in the share market to provide for his family's future; and built on accountability, since as Chair of the ASA he has direct corporate governance responsibilities. Join ASA for free (until July 31): https://bit.ly/asa-rask ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Steven Mabb is the Chair of the Australian Shareholders Association (ASA) and recently joined Owen Rask to discuss his journey to investing, which came from co-owning and scaling a very successful US shoe company.

    Steven's journey is entrepreneurial, through his time scaling Vionic Group; enterprising, realising he had to invest in the share market to provide for his family's future; and built on accountability, since as Chair of the ASA he has direct corporate governance responsibilities.

    Join ASA for free (until July 31): https://bit.ly/asa-rask

    ~~ Resources you'll love ~~

    Access Show Notes: https://bit.ly/R-notes

    Invest with Owen: https://bit.ly/R-invest

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3577 no     Why I'd buy RPMGlobal (RUL), thoughts on the GYG IPO & greenwashing https://www.raskmedia.com.au/podcasts/australian-investors-podcast Owen Rask is back - riding solo - on this special episode of The Australian Investors Podcast, answering your questions and covering the latest topics of the week, including: RPMGlobal Holdings Ltd (ASX: RUL) Guzmen y Gomez Ltd (ASX: GYG) New Australian Retirement Podcast! https://www.raskmedia.com.au/podcasts/australian-retirement-podcast/ Owen's resources from the episode: Owen's RPMGlobal article (2020) Kevin's GYG report SYDNEY RETIREMENT EVENT (use coupon code "rask"): https://bit.ly/3W94GH5 FREE ACCOUNT & RESOURCES: https://www.rask.com.au/free-sign-up ATO BROKERAGE FEES: https://www.ato.gov.au/individuals-and-families/investments-and-assets/investing-in-shares/obtaining-shares Responsible investing resources: Ethical investing course RIAA website Leaf Ratings ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 05 Jul 2024 21:00:00 -0000 Why I'd buy RPMGlobal (RUL), thoughts on the GYG IPO & greenwashing full Rask Owen Rask rides solo to answer your questions on The Australian Investors Podcast. Owen Rask is back - riding solo - on this special episode of The Australian Investors Podcast, answering your questions and covering the latest topics of the week, including: RPMGlobal Holdings Ltd (ASX: RUL) Guzmen y Gomez Ltd (ASX: GYG) New Australian Retirement Podcast! https://www.raskmedia.com.au/podcasts/australian-retirement-podcast/ Owen's resources from the episode: Owen's RPMGlobal article (2020) Kevin's GYG report SYDNEY RETIREMENT EVENT (use coupon code "rask"): https://bit.ly/3W94GH5 FREE ACCOUNT & RESOURCES: https://www.rask.com.au/free-sign-up ATO BROKERAGE FEES: https://www.ato.gov.au/individuals-and-families/investments-and-assets/investing-in-shares/obtaining-shares Responsible investing resources: Ethical investing course RIAA website Leaf Ratings ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Owen Rask is back - riding solo - on this special episode of The Australian Investors Podcast, answering your questions and covering the latest topics of the week, including:

    RPMGlobal Holdings Ltd (ASX: RUL)

    Guzmen y Gomez Ltd (ASX: GYG)

    New Australian Retirement Podcast! https://www.raskmedia.com.au/podcasts/australian-retirement-podcast/


    Owen's resources from the episode:

    Owen's RPMGlobal article (2020)

    Kevin's GYG report

    SYDNEY RETIREMENT EVENT (use coupon code "rask"): https://bit.ly/3W94GH5

    FREE ACCOUNT & RESOURCES: https://www.rask.com.au/free-sign-up

    ATO BROKERAGE FEES: https://www.ato.gov.au/individuals-and-families/investments-and-assets/investing-in-shares/obtaining-shares

    Responsible investing resources:

    Ethical investing course

    RIAA website

    Leaf Ratings


    ~~ Resources you'll love ~~

    Access Show Notes: https://bit.ly/R-notes

    Invest with Owen: https://bit.ly/R-invest

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4288 no     25 retirement questions (Part 5) https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ If you want us to keep going with the Australian retirement podcast, let us know in the comments! This 5-part retirement podcast mini series on the 25 retirement questions to ask your financial planner is bought to you by Rask Invest. Australian retirement podcast resources: Invest with Owen in retirement: https://bit.ly/R-invest Get matched with a financial planner: https://bit.ly/R-plan Free retirement Q&A checklist (get it in your free Rask account): https://www.rask.com.au/free-sign-up/ ~~ Resources ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 03 Jul 2024 05:00:00 -0000 25 retirement questions (Part 5) full Rask Welcome to Part 5 of 5 in Rask's Australian retirement podcast mini series, on this episode of The Australian Investors Podcast with Owen Rask and Drew Meredith, CFP of Wattle Partners. If you want us to keep going with the Australian retirement podcast, let us know in the comments! This 5-part retirement podcast mini series on the 25 retirement questions to ask your financial planner is bought to you by Rask Invest. Australian retirement podcast resources: Invest with Owen in retirement: https://bit.ly/R-invest Get matched with a financial planner: https://bit.ly/R-plan Free retirement Q&A checklist (get it in your free Rask account): https://www.rask.com.au/free-sign-up/ ~~ Resources ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices If you want us to keep going with the Australian retirement podcast, let us know in the comments!


    This 5-part retirement podcast mini series on the 25 retirement questions to ask your financial planner is bought to you by Rask Invest.


    Australian retirement podcast resources:

    Invest with Owen in retirement: https://bit.ly/R-invest

    Get matched with a financial planner: https://bit.ly/R-plan

    Free retirement Q&A checklist (get it in your free Rask account): https://www.rask.com.au/free-sign-up/


    ~~ Resources ~~


    Invest with Owen: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00



    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1450 no     25 retirement questions (Part 4) https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ This 5-part retirement podcast mini series on the 25 retirement questions to ask your financial planner is bought to you by Rask Invest. Australian retirement podcast resources: Invest with Owen in retirement: https://bit.ly/R-invest Get matched with a financial planner: https://bit.ly/R-plan Free retirement Q&A checklist (get it in your free Rask account): https://www.rask.com.au/free-sign-up/ ~~ Resources ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 28 Jun 2024 21:00:00 -0000 25 retirement questions (Part 4) full Rask Welcome to Part 4 of 5 in Rask's Australian retirement podcast mini series, on this episode of The Australian Investors Podcast with Owen Rask and Drew Meredith, CFP of Wattle Partners. This 5-part retirement podcast mini series on the 25 retirement questions to ask your financial planner is bought to you by Rask Invest. Australian retirement podcast resources: Invest with Owen in retirement: https://bit.ly/R-invest Get matched with a financial planner: https://bit.ly/R-plan Free retirement Q&A checklist (get it in your free Rask account): https://www.rask.com.au/free-sign-up/ ~~ Resources ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices This 5-part retirement podcast mini series on the 25 retirement questions to ask your financial planner is bought to you by Rask Invest.


    Australian retirement podcast resources:

    Invest with Owen in retirement: https://bit.ly/R-invest

    Get matched with a financial planner: https://bit.ly/R-plan

    Free retirement Q&A checklist (get it in your free Rask account): https://www.rask.com.au/free-sign-up/


    ~~ Resources ~~


    Invest with Owen: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00



    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1602 no     25 retirement questions (Part 3) https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ This 5-part retirement podcast mini series on the 25 retirement questions to ask your financial planner is bought to you by Rask Invest. Australian retirement podcast resources: Invest with Owen in retirement: https://bit.ly/R-invest Get matched with a financial planner: https://bit.ly/R-plan Free retirement Q&A checklist (get it in your free Rask account): https://www.rask.com.au/free-sign-up/ ~~ Resources ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 26 Jun 2024 05:00:00 -0000 25 retirement questions (Part 3) full Rask Welcome to Part 3 of 5 in Rask's Australian retirement podcast mini series, on this episode of The Australian Investors Podcast with Owen Rask and Drew Meredith, CFP of Wattle Partners. This 5-part retirement podcast mini series on the 25 retirement questions to ask your financial planner is bought to you by Rask Invest. Australian retirement podcast resources: Invest with Owen in retirement: https://bit.ly/R-invest Get matched with a financial planner: https://bit.ly/R-plan Free retirement Q&A checklist (get it in your free Rask account): https://www.rask.com.au/free-sign-up/ ~~ Resources ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices This 5-part retirement podcast mini series on the 25 retirement questions to ask your financial planner is bought to you by Rask Invest.


    Australian retirement podcast resources:

    Invest with Owen in retirement: https://bit.ly/R-invest

    Get matched with a financial planner: https://bit.ly/R-plan

    Free retirement Q&A checklist (get it in your free Rask account): https://www.rask.com.au/free-sign-up/


    ~~ Resources ~~


    Invest with Owen: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00



    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1332 no     25 retirement questions (Part 2) https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ This 5-part retirement podcast mini series on the 25 retirement questions to ask your financial planner is bought to you by Rask Invest. Australian retirement podcast resources: Invest with Owen in retirement: https://bit.ly/R-invest Get matched with a financial planner: https://bit.ly/R-plan Free retirement Q&A checklist (get it in your free Rask account): https://www.rask.com.au/free-sign-up/ ~~ Resources ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 21 Jun 2024 21:00:00 -0000 25 retirement questions (Part 2) full Rask Welcome to Part 2 of 5 in Rask's Australian retirement podcast mini series, on this episode of The Australian Investors Podcast with Owen Rask and Drew Meredith, CFP of Wattle Partners. This 5-part retirement podcast mini series on the 25 retirement questions to ask your financial planner is bought to you by Rask Invest. Australian retirement podcast resources: Invest with Owen in retirement: https://bit.ly/R-invest Get matched with a financial planner: https://bit.ly/R-plan Free retirement Q&A checklist (get it in your free Rask account): https://www.rask.com.au/free-sign-up/ ~~ Resources ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices This 5-part retirement podcast mini series on the 25 retirement questions to ask your financial planner is bought to you by Rask Invest.


    Australian retirement podcast resources:

    Invest with Owen in retirement: https://bit.ly/R-invest

    Get matched with a financial planner: https://bit.ly/R-plan

    Free retirement Q&A checklist (get it in your free Rask account): https://www.rask.com.au/free-sign-up/


    ~~ Resources ~~


    Invest with Owen: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00



    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1681 no     25 retirement questions (Part 1) https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ This 5-part retirement podcast mini series on the 25 retirement questions to ask your financial planner is bought to you by Rask Invest. Australian retirement podcast resources: Invest with Owen in retirement: https://bit.ly/R-invest Get matched with a financial planner: https://bit.ly/R-plan Free retirement Q&A checklist (get it in your free Rask account): https://www.rask.com.au/free-sign-up/ ~~ Resources ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 19 Jun 2024 05:00:00 -0000 25 retirement questions (Part 1) full Rask Welcome to Part 1 of 5 in Rask's Australian retirement podcast mini series, on this episode of The Australian Investors Podcast with Owen Rask and Drew Meredith, CFP of Wattle Partners. This 5-part retirement podcast mini series on the 25 retirement questions to ask your financial planner is bought to you by Rask Invest. Australian retirement podcast resources: Invest with Owen in retirement: https://bit.ly/R-invest Get matched with a financial planner: https://bit.ly/R-plan Free retirement Q&A checklist (get it in your free Rask account): https://www.rask.com.au/free-sign-up/ ~~ Resources ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices This 5-part retirement podcast mini series on the 25 retirement questions to ask your financial planner is bought to you by Rask Invest.


    Australian retirement podcast resources:

    Invest with Owen in retirement: https://bit.ly/R-invest

    Get matched with a financial planner: https://bit.ly/R-plan

    Free retirement Q&A checklist (get it in your free Rask account): https://www.rask.com.au/free-sign-up/


    ~~ Resources ~~


    Invest with Owen: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00



    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1410 no     Gaurav Sodhi on swearing CEOs, investing in funds management businesses and understanding the incentives of CEOs and boards. https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Mitchell Sneddon, Rask Invest’s Head of Funds Management, sits down with Gaurav Sodhi, the Head of Research at Intelligent Investor. This is a conversation that dives deeper into a number of the topics we originally covered in Gaurav’s first podcast.  We dig deeper into failure and talk about the feedback he’s received from one of his more painful investments. We talk about what he looks for when he’s looking for his next resource play, highlight a few “oddball” CEOs who go against the grain and try to discern between token stock ownership and genuine skin in the game when it comes to CEOs and board members. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Sun, 16 Jun 2024 21:00:00 -0000 Gaurav Sodhi on swearing CEOs, investing in funds management businesses and understanding the incentives of CEOs and boards. full Rask Mitchell Sneddon, Rask Invest’s Head of Funds Management, joins Gaurav Sodhi, Intelligent Investor's Head of Research, for a deeper conversation touching on topics from Gaurav’s initial podcast. They discuss failure feedback, criteria for resource plays, unconventional CEOs, and distinguishing between token and genuine stock ownership by CEOs and board members. Mitchell Sneddon, Rask Invest’s Head of Funds Management, sits down with Gaurav Sodhi, the Head of Research at Intelligent Investor. This is a conversation that dives deeper into a number of the topics we originally covered in Gaurav’s first podcast.  We dig deeper into failure and talk about the feedback he’s received from one of his more painful investments. We talk about what he looks for when he’s looking for his next resource play, highlight a few “oddball” CEOs who go against the grain and try to discern between token stock ownership and genuine skin in the game when it comes to CEOs and board members. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mitchell Sneddon, Rask Invest’s Head of Funds Management, sits down with Gaurav Sodhi, the Head of Research at Intelligent Investor. This is a conversation that dives deeper into a number of the topics we originally covered in Gaurav’s first podcast. 

    We dig deeper into failure and talk about the feedback he’s received from one of his more painful investments. We talk about what he looks for when he’s looking for his next resource play, highlight a few “oddball” CEOs who go against the grain and try to discern between token stock ownership and genuine skin in the game when it comes to CEOs and board members.

    ~~ Resources you'll love ~~

    Access Show Notes: https://bit.ly/R-notes

    Invest with Owen: https://bit.ly/R-invest

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2856 no     How Pocketsmith helps 100,000+ households save more money https://www.raskmedia.com.au/podcasts/australian-business-podcast/ In this episode, Jason speaks with OwenRask about the journey of Pocketsmith, including: How and why Pocketsmith has survived and thrived over more than one decade What Jason's original Pocketsmith .ical set out to solve Why Pocketsmith never took VC funding, despite being one of New Zealand's biggest FinTech successes The technical challenges involved in building a financial management app Why Pocketsmith celebrates individuality as a core value What the future of financial management looks like This is a sponsored podcast episode brought to you by Pocketsmith, and we know you'll love it.  Like this? You'll love Pocketsmith: Pocketsmith spending statistics: https://bit.ly/R-PocketSmith ~~ Resources ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 14 Jun 2024 21:00:00 -0000 How Pocketsmith helps 100,000+ households save more money full Rask Jason Leung is the co-founder and CEO of Pocketsmith, one of the best budgeting, financial management and forecasting apps on the market. In this episode, Jason speaks with OwenRask about the journey of Pocketsmith, including: How and why Pocketsmith has survived and thrived over more than one decade What Jason's original Pocketsmith .ical set out to solve Why Pocketsmith never took VC funding, despite being one of New Zealand's biggest FinTech successes The technical challenges involved in building a financial management app Why Pocketsmith celebrates individuality as a core value What the future of financial management looks like This is a sponsored podcast episode brought to you by Pocketsmith, and we know you'll love it.  Like this? You'll love Pocketsmith: Pocketsmith spending statistics: https://bit.ly/R-PocketSmith ~~ Resources ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode, Jason speaks with OwenRask about the journey of Pocketsmith, including:

    • How and why Pocketsmith has survived and thrived over more than one decade
    • What Jason's original Pocketsmith .ical set out to solve
    • Why Pocketsmith never took VC funding, despite being one of New Zealand's biggest FinTech successes
    • The technical challenges involved in building a financial management app
    • Why Pocketsmith celebrates individuality as a core value
    • What the future of financial management looks like

    This is a sponsored podcast episode brought to you by Pocketsmith, and we know you'll love it. 

    Like this? You'll love Pocketsmith:

    Pocketsmith spending statistics: https://bit.ly/R-PocketSmith

    ~~ Resources ~~

    Invest with Owen: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4016 no     Time to sell CBA shares? Why ARB & CKF are better dividend shares https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Instead of CBA shares, Luke and Ben point us towards: 1. ARB Corporation Ltd (ASX: ARB) - the bullbar and 4x4 accessories business 2. Collins Foods Ltd (ASX: CKF) - the master franchisor of KFC restaurants Free portfolio review with Luke: https://forms.zohopublic.com/senecafinancialsolutions/form/RASKMedia/formperma/MWnob0ApZdmfsMwLb0L5Rq4ZnGnse9Pg3lWdFUdmjZM ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 12 Jun 2024 05:00:00 -0000 Time to sell CBA shares? Why ARB & CKF are better dividend shares full Rask Luke Laretive and Ben Richards from Seneca Financial Solutions join Owen Rask on The Australian Investors Podcast to tell us why it could be time to sell, or at least hold and not buy more, Commonwealth Bank of Australia (ASX: CBA) shares. Instead of CBA shares, Luke and Ben point us towards: 1. ARB Corporation Ltd (ASX: ARB) - the bullbar and 4x4 accessories business 2. Collins Foods Ltd (ASX: CKF) - the master franchisor of KFC restaurants Free portfolio review with Luke: https://forms.zohopublic.com/senecafinancialsolutions/form/RASKMedia/formperma/MWnob0ApZdmfsMwLb0L5Rq4ZnGnse9Pg3lWdFUdmjZM ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Instead of CBA shares, Luke and Ben point us towards:

    1. ARB Corporation Ltd (ASX: ARB) - the bullbar and 4x4 accessories business

    2. Collins Foods Ltd (ASX: CKF) - the master franchisor of KFC restaurants


    Free portfolio review with Luke: https://forms.zohopublic.com/senecafinancialsolutions/form/RASKMedia/formperma/MWnob0ApZdmfsMwLb0L5Rq4ZnGnse9Pg3lWdFUdmjZM


    ~~ Resources you'll love ~~


    Access Show Notes: https://bit.ly/R-notes

    Invest with Owen: https://bit.ly/R-invest

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2042 no     Property Q&A: 16 years later I've lost money on my apartment, invest in Pearler or offset? Plus, how do mortgage brokers get paid? https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Topics covered: - Introducing Flint Group - Why apartments are often (but not always) bad investments - What to do with a dud investment in property - Buy on the coast? Even if I don't live there? - How mortgage brokers are paid Episode specific resources Flint Group - Podcast with Chris: https://www.youtube.com/watch?v=9faEFzCCGr0  Should Owen use equity to buy a farm - Owen & Chris: https://www.raskmedia.com.au/2024/02/13/should-owen-redraw-equity-to-buy-his-farm-chris-dives-into-equity-release-to-buy-shares-or-property/  Australian Property Podcast: https://www.raskmedia.com.au/podcasts/australian-property-podcast/ ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 07 Jun 2024 21:00:00 -0000 Property Q&A: 16 years later I've lost money on my apartment, invest in Pearler or offset? Plus, how do mortgage brokers get paid? full Rask On this Australian Finance Podcast Property Q&A episode, Owen Rask and expert mortgage broker Chris Bates from Flint Group answer your questions. Topics covered: - Introducing Flint Group - Why apartments are often (but not always) bad investments - What to do with a dud investment in property - Buy on the coast? Even if I don't live there? - How mortgage brokers are paid Episode specific resources Flint Group - Podcast with Chris: https://www.youtube.com/watch?v=9faEFzCCGr0  Should Owen use equity to buy a farm - Owen & Chris: https://www.raskmedia.com.au/2024/02/13/should-owen-redraw-equity-to-buy-his-farm-chris-dives-into-equity-release-to-buy-shares-or-property/  Australian Property Podcast: https://www.raskmedia.com.au/podcasts/australian-property-podcast/ ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Topics covered:

    - Introducing Flint Group

    - Why apartments are often (but not always) bad investments

    - What to do with a dud investment in property

    - Buy on the coast? Even if I don't live there?

    - How mortgage brokers are paid

    Episode specific resources

    ~~ Resources you'll love ~~


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2364 no     Q&A: I'm 15 and want to invest, retiring with $8,000 in Super & micro investing in ETFs https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Owen Rask, founder of The Rask Group, is joined by financial adviser Alex Luck to answer your financial planning questions on The Australian Finance Podcast. Topics covered: Why can I never stick to a budget I'm 15 and want to invest Retiring with $8,000 in Super Using leverage to buy shares or ETFs Financial planning fees explained ~~ Resources ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 05 Jun 2024 05:30:00 -0000 Q&A: I'm 15 and want to invest, retiring with $8,000 in Super & micro investing in ETFs full Rask Owen Rask is joined by financial adviser Alex Luck to answer your financial planning questions. Owen Rask, founder of The Rask Group, is joined by financial adviser Alex Luck to answer your financial planning questions on The Australian Finance Podcast. Topics covered: Why can I never stick to a budget I'm 15 and want to invest Retiring with $8,000 in Super Using leverage to buy shares or ETFs Financial planning fees explained ~~ Resources ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Owen Rask, founder of The Rask Group, is joined by financial adviser Alex Luck to answer your financial planning questions on The Australian Finance Podcast.

    Topics covered:

    • Why can I never stick to a budget
    • I'm 15 and want to invest
    • Retiring with $8,000 in Super
    • Using leverage to buy shares or ETFs
    • Financial planning fees explained

    ~~ Resources ~~

    Invest with Owen: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2794 no     Dave Gow: A seven-figure share portfolio and what happens after financial independence https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Dave has appeared on the Rask network a few times, achieving some of the highest downloads of all episodes. Dave's background is a story of true grit and determination. Dave is known as the forklift driver who retired at 28. He did that using a detailed budgeting plan while investing in property and shares. Dave's first book, Strong Money Australia: How to Gain Financial Independence and Create a Life of Freedom has sold over 20,000 copies, making it one of the most popular books on retirement in Australia. In this episode, Owen and Dave reflect on his journey, the success and core lessons from the book, how Dave felt after his portfolio hit $1 million and more. Dave Gow will be coming back on again to finish off what he and Owen missed out on this time around. ~~ RESOURCES ~~ Get Dave's Book on Spotify: https://bit.ly/gow-book Get Dave's Book on Audible: https://bit.ly/dave-amazon Dave's previous interview with Owen: https://www.youtube.com/watch?v=TDbJs4Xfc5g Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 31 May 2024 21:00:00 -0000 Dave Gow: A seven-figure share portfolio and what happens after financial independence full Rask Dave Gow is the author of Strong Money Australia, both the book and the blog, and co-host of the Aussie Fire podcast. He joins Owen Rask on this episode of the Australian Investors Podcast. Dave has appeared on the Rask network a few times, achieving some of the highest downloads of all episodes. Dave's background is a story of true grit and determination. Dave is known as the forklift driver who retired at 28. He did that using a detailed budgeting plan while investing in property and shares. Dave's first book, Strong Money Australia: How to Gain Financial Independence and Create a Life of Freedom has sold over 20,000 copies, making it one of the most popular books on retirement in Australia. In this episode, Owen and Dave reflect on his journey, the success and core lessons from the book, how Dave felt after his portfolio hit $1 million and more. Dave Gow will be coming back on again to finish off what he and Owen missed out on this time around. ~~ RESOURCES ~~ Get Dave's Book on Spotify: https://bit.ly/gow-book Get Dave's Book on Audible: https://bit.ly/dave-amazon Dave's previous interview with Owen: https://www.youtube.com/watch?v=TDbJs4Xfc5g Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Dave has appeared on the Rask network a few times, achieving some of the highest downloads of all episodes.

    Dave's background is a story of true grit and determination. Dave is known as the forklift driver who retired at 28. He did that using a detailed budgeting plan while investing in property and shares.

    Dave's first book, Strong Money Australia: How to Gain Financial Independence and Create a Life of Freedom has sold over 20,000 copies, making it one of the most popular books on retirement in Australia.

    In this episode, Owen and Dave reflect on his journey, the success and core lessons from the book, how Dave felt after his portfolio hit $1 million and more.

    Dave Gow will be coming back on again to finish off what he and Owen missed out on this time around.

    ~~ RESOURCES ~~

    Get Dave's Book on Spotify: https://bit.ly/gow-book

    Get Dave's Book on Audible: https://bit.ly/dave-amazon

    Dave's previous interview with Owen: https://www.youtube.com/watch?v=TDbJs4Xfc5g

    Invest with Owen: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3054 no     📈 Your investing questions answered | Rask Invest mini series 4/4 https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ To celebrate the launch of Rask Invest, Owen Rask was joined by Mitchell Sneddon to answer your questions LIVE on YouTube for part 4/4 of our Rask Invest mini series. VIDEO VERSION: https://www.youtube.com/@RaskFinance/streams Invest with Owen: https://invest.rask.com.au Article "Where Owen is Invested": https://community.rask.com.au/c/etfs/where-i-m-investing-the-next-10-years Book a call with Mitchell: https://calendly.com/mitchell-wswf/30min ~~ Resources ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 30 May 2024 01:45:00 -0000 📈 Your investing questions answered | Rask Invest mini series 4/4 full Rask Owen Rask and Mitchell Sneddon answered your questions LIVE. Here's the replay of a jam-packed investing session. To celebrate the launch of Rask Invest, Owen Rask was joined by Mitchell Sneddon to answer your questions LIVE on YouTube for part 4/4 of our Rask Invest mini series. VIDEO VERSION: https://www.youtube.com/@RaskFinance/streams Invest with Owen: https://invest.rask.com.au Article "Where Owen is Invested": https://community.rask.com.au/c/etfs/where-i-m-investing-the-next-10-years Book a call with Mitchell: https://calendly.com/mitchell-wswf/30min ~~ Resources ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices To celebrate the launch of Rask Invest, Owen Rask was joined by Mitchell Sneddon to answer your questions LIVE on YouTube for part 4/4 of our Rask Invest mini series.

    VIDEO VERSION: https://www.youtube.com/@RaskFinance/streams

    Invest with Owen: https://invest.rask.com.au

    Article "Where Owen is Invested": https://community.rask.com.au/c/etfs/where-i-m-investing-the-next-10-years

    Book a call with Mitchell: https://calendly.com/mitchell-wswf/30min

    ~~ Resources ~~

    Invest with Owen: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     6493 no     📈 5 things the Investing Pros never talk about | Rask Invest mini series 3/4 https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ To celebrate the launch of Rask Invest, Owen Rask is joined by Mitchell Sneddon to identify and talk about the 5 things none of the Professionals want to talk about. This Australian Investors Podcast is part 3/4 of our Rask Invest mini series. UPCOMING LIVE SHOW: https://www.youtube.com/@RaskFinance/streams Invest with Owen: https://invest.rask.com.au Article "Where Owen is Invested": https://community.rask.com.au/c/etfs/where-i-m-investing-the-next-10-years ~~ Resources ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 27 May 2024 05:30:00 -0000 📈 5 things the Investing Pros never talk about | Rask Invest mini series 3/4 full Rask Owen Rask is joined once again by Mitchell Sneddon to talk about the 5 things no-one wants to talk about. But we do. To celebrate the launch of Rask Invest, Owen Rask is joined by Mitchell Sneddon to identify and talk about the 5 things none of the Professionals want to talk about. This Australian Investors Podcast is part 3/4 of our Rask Invest mini series. UPCOMING LIVE SHOW: https://www.youtube.com/@RaskFinance/streams Invest with Owen: https://invest.rask.com.au Article "Where Owen is Invested": https://community.rask.com.au/c/etfs/where-i-m-investing-the-next-10-years ~~ Resources ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices To celebrate the launch of Rask Invest, Owen Rask is joined by Mitchell Sneddon to identify and talk about the 5 things none of the Professionals want to talk about. This Australian Investors Podcast is part 3/4 of our Rask Invest mini series.

    UPCOMING LIVE SHOW: https://www.youtube.com/@RaskFinance/streams

    Invest with Owen: https://invest.rask.com.au

    Article "Where Owen is Invested": https://community.rask.com.au/c/etfs/where-i-m-investing-the-next-10-years

    ~~ Resources ~~

    Invest with Owen: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2187 no     📈 The 10 truths of investing | Rask Invest mini series 2/4 https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ To celebrate the launch of Rask Invest, Owen Rask is joined by Mitchell Sneddon to explain Rask's 10 truths of investing. This Australian Investors Podcast is part 2/4 of our Rask Invest mini series. UPCOMING LIVE SHOW: https://www.youtube.com/live/bpPiyQtcjXs Invest with Owen: https://invest.rask.com.au Article "Where Owen is Invested": https://community.rask.com.au/c/etfs/where-i-m-investing-the-next-10-years ~~ Resources ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 24 May 2024 21:00:00 -0000 📈 The 10 truths of investing | Rask Invest mini series 2/4 full Rask Can investing be boiled down to 10 things every investor should know? Owen Rask is joined by Mitchell Sneddon to explain Rask's 10 truths of investing. To celebrate the launch of Rask Invest, Owen Rask is joined by Mitchell Sneddon to explain Rask's 10 truths of investing. This Australian Investors Podcast is part 2/4 of our Rask Invest mini series. UPCOMING LIVE SHOW: https://www.youtube.com/live/bpPiyQtcjXs Invest with Owen: https://invest.rask.com.au Article "Where Owen is Invested": https://community.rask.com.au/c/etfs/where-i-m-investing-the-next-10-years ~~ Resources ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices To celebrate the launch of Rask Invest, Owen Rask is joined by Mitchell Sneddon to explain Rask's 10 truths of investing. This Australian Investors Podcast is part 2/4 of our Rask Invest mini series.

    UPCOMING LIVE SHOW: https://www.youtube.com/live/bpPiyQtcjXs

    Invest with Owen: https://invest.rask.com.au

    Article "Where Owen is Invested": https://community.rask.com.au/c/etfs/where-i-m-investing-the-next-10-years

    ~~ Resources ~~

    Invest with Owen: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2855 no     📈 Where Owen invests & why | Rask Invest mini series 1/4 https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ To celebrate the launch of Rask Invest, Owen Rask is joined by Mitchell Sneddon to explain where he is investing right now, and why. This Australian Investors Podcast is part 1/4 of our Rask Invest mini series. UPCOMING LIVE SHOW: https://www.youtube.com/@RaskFinance/streams Invest with Owen: https://invest.rask.com.au Article "Where Owen is Invested": https://community.rask.com.au/c/etfs/where-i-m-investing-the-next-10-years ~~ Resources ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 22 May 2024 05:30:00 -0000 📈 Where Owen invests & why | Rask Invest mini series 1/4 full Rask Owen Rask is joined by Mitchell Sneddon to explain where he is investing right now, and why. To celebrate the launch of Rask Invest, Owen Rask is joined by Mitchell Sneddon to explain where he is investing right now, and why. This Australian Investors Podcast is part 1/4 of our Rask Invest mini series. UPCOMING LIVE SHOW: https://www.youtube.com/@RaskFinance/streams Invest with Owen: https://invest.rask.com.au Article "Where Owen is Invested": https://community.rask.com.au/c/etfs/where-i-m-investing-the-next-10-years ~~ Resources ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices To celebrate the launch of Rask Invest, Owen Rask is joined by Mitchell Sneddon to explain where he is investing right now, and why. This Australian Investors Podcast is part 1/4 of our Rask Invest mini series.

    UPCOMING LIVE SHOW: https://www.youtube.com/@RaskFinance/streams

    Invest with Owen: https://invest.rask.com.au

    Article "Where Owen is Invested": https://community.rask.com.au/c/etfs/where-i-m-investing-the-next-10-years

    ~~ Resources ~~

    Invest with Owen: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3289 no     5 "hidden" ASX small cap shares: XRF, PXA, GDC, AFG & EOL https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Luke Laretive and Ben Richards from Seneca Financial Solutions join Owen Rask on The Australian Investors Podcast to dive into 5 hidden ASX small cap shares: XRF Scientific (ASX: XRF) Pexa Group (ASX: PXA) Global Data Centre Investment Fund (ASX: GDC) Australian Finance Group Ltd (ASX: AFG) Energy One Ltd (ASX: EOL) Free portfolio review with Luke: https://forms.zohopublic.com/senecafinancialsolutions/form/RASKMedia/formperma/MWnob0ApZdmfsMwLb0L5Rq4ZnGnse9Pg3lWdFUdmjZM VIDEO VERSION: https://www.youtube.com/watch?v=UzwIDd4s7Xg ~~ Resources ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 21 May 2024 02:11:00 -0000 5 "hidden" ASX small cap shares: XRF, PXA, GDC, AFG & EOL full Rask Three analysts run the ruler over 5 ASX companies. Luke Laretive and Ben Richards from Seneca Financial Solutions join Owen Rask on The Australian Investors Podcast to dive into 5 hidden ASX small cap shares: XRF Scientific (ASX: XRF) Pexa Group (ASX: PXA) Global Data Centre Investment Fund (ASX: GDC) Australian Finance Group Ltd (ASX: AFG) Energy One Ltd (ASX: EOL) Free portfolio review with Luke: https://forms.zohopublic.com/senecafinancialsolutions/form/RASKMedia/formperma/MWnob0ApZdmfsMwLb0L5Rq4ZnGnse9Pg3lWdFUdmjZM VIDEO VERSION: https://www.youtube.com/watch?v=UzwIDd4s7Xg ~~ Resources ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Luke Laretive and Ben Richards from Seneca Financial Solutions join Owen Rask on The Australian Investors Podcast to dive into 5 hidden ASX small cap shares:

    1. XRF Scientific (ASX: XRF)
    2. Pexa Group (ASX: PXA)
    3. Global Data Centre Investment Fund (ASX: GDC)
    4. Australian Finance Group Ltd (ASX: AFG)
    5. Energy One Ltd (ASX: EOL)


    Free portfolio review with Luke: https://forms.zohopublic.com/senecafinancialsolutions/form/RASKMedia/formperma/MWnob0ApZdmfsMwLb0L5Rq4ZnGnse9Pg3lWdFUdmjZM

    VIDEO VERSION: https://www.youtube.com/watch?v=UzwIDd4s7Xg

    ~~ Resources ~~

    Invest with Owen: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2612 no     Warren Buffett's 5 biggest stock holdings https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Why did Warren Buffett sell Apple? What's in his portfolio right now? On this Australian Investors Podcast, Owen Rask & Drew Meredith, CFP answer your investing questions about market omens, forecasts, Warren Buffett and Michael Burry, plus provide their take on the budget 2024. WATCH THE VIDEO VERSION: https://www.youtube.com/live/2CESJcY5Pn0 ASA Event tickets: https://cis.eventsair.com/asa-2024-investor-conference/registration-info ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 17 May 2024 21:00:00 -0000 Warren Buffett's 5 biggest stock holdings full Rask Owen and Drew take a look inside Warren Buffett's Berkshire portfolio and answer your questions before jetting off to Europe! Why did Warren Buffett sell Apple? What's in his portfolio right now? On this Australian Investors Podcast, Owen Rask & Drew Meredith, CFP answer your investing questions about market omens, forecasts, Warren Buffett and Michael Burry, plus provide their take on the budget 2024. WATCH THE VIDEO VERSION: https://www.youtube.com/live/2CESJcY5Pn0 ASA Event tickets: https://cis.eventsair.com/asa-2024-investor-conference/registration-info ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Why did Warren Buffett sell Apple? What's in his portfolio right now?

    On this Australian Investors Podcast, Owen Rask & Drew Meredith, CFP answer your investing questions about market omens, forecasts, Warren Buffett and Michael Burry, plus provide their take on the budget 2024.

    WATCH THE VIDEO VERSION: https://www.youtube.com/live/2CESJcY5Pn0

    ASA Event tickets: https://cis.eventsair.com/asa-2024-investor-conference/registration-info


    ~~ Resources you'll love ~~

    Access Show Notes: https://bit.ly/R-notes

    Invest with Owen: https://bit.ly/R-invest

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2475 no     Work Backwards: a better way to live and work with Tim Duggan https://www.raskmedia.com.au/podcasts/australian-finance-podcast/ Do you want to live and work better? In this conversation, we had the opportunity to sit down and chat with media entrepreneur, author and digital nomad Tim Duggan. Tim has spent a lot of time thinking about how and why we work over the past few years and has some great ideas about how to rethink how we work and live for the better. We discuss some of our favourite topics, such as meaningful work, building a good life, and reclaiming our time. WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 15 May 2024 05:30:00 -0000 Work Backwards: a better way to live and work with Tim Duggan full Rask Do you want to live and work better? In this conversation, we had the opportunity to sit down and chat with media entrepreneur, author and digital nomad Tim Duggan, about his new book, Work Backwards. Do you want to live and work better? In this conversation, we had the opportunity to sit down and chat with media entrepreneur, author and digital nomad Tim Duggan. Tim has spent a lot of time thinking about how and why we work over the past few years and has some great ideas about how to rethink how we work and live for the better. We discuss some of our favourite topics, such as meaningful work, building a good life, and reclaiming our time. WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Do you want to live and work better?

    In this conversation, we had the opportunity to sit down and chat with media entrepreneur, author and digital nomad Tim Duggan.

    Tim has spent a lot of time thinking about how and why we work over the past few years and has some great ideas about how to rethink how we work and live for the better. We discuss some of our favourite topics, such as meaningful work, building a good life, and reclaiming our time.

    WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3477 no     McDonald's or Starbucks: Big winners & losers from US reporting season, ft. Catriona Burns from Wilson Asset Management https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Catriona Burns is the portfolio manager of Wilson Asset Management's Global LIC (ASX: WGB), a listed investment company with $870 million under management. In this episode of The Australian Investors Podcast, Catriona speaks with Owen Rask, Chief Investment Officer of The Rask Group, about the big winners and losers from US reporting season - including Apple (NASDAQ: AAPL), which is a loser. Catriona also names the businesses that have surprised to the upside, reflects on some previous stock calls from this show, as well as the competitive advantages of bohemoths like Visa, McDonald's, Starbucks and more. Learn more: WAM website: https://wilsonassetmanagement.com.au/lic/global/ Catriona's first podcast with Owen Episode resources: Join the Rask community - it's FREE ASA events & Owen's workshop Navexa - tax tracking 20% off: https://bit.ly/track-stocks ~ Resources ~ Access Show Notes Invest with Owen Mortgage Broking Financial Planning Property Coaching Property checklist (PDF) Business Coaching Ask a question WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 13 May 2024 06:53:25 -0000 McDonald's or Starbucks: Big winners & losers from US reporting season, ft. Catriona Burns from Wilson Asset Management full Rask Plus, put these global stocks on your watchlist. Catriona Burns is the portfolio manager of Wilson Asset Management's Global LIC (ASX: WGB), a listed investment company with $870 million under management. In this episode of The Australian Investors Podcast, Catriona speaks with Owen Rask, Chief Investment Officer of The Rask Group, about the big winners and losers from US reporting season - including Apple (NASDAQ: AAPL), which is a loser. Catriona also names the businesses that have surprised to the upside, reflects on some previous stock calls from this show, as well as the competitive advantages of bohemoths like Visa, McDonald's, Starbucks and more. Learn more: WAM website: https://wilsonassetmanagement.com.au/lic/global/ Catriona's first podcast with Owen Episode resources: Join the Rask community - it's FREE ASA events & Owen's workshop Navexa - tax tracking 20% off: https://bit.ly/track-stocks ~ Resources ~ Access Show Notes Invest with Owen Mortgage Broking Financial Planning Property Coaching Property checklist (PDF) Business Coaching Ask a question WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Catriona Burns is the portfolio manager of Wilson Asset Management's Global LIC (ASX: WGB), a listed investment company with $870 million under management.

    In this episode of The Australian Investors Podcast, Catriona speaks with Owen Rask, Chief Investment Officer of The Rask Group, about the big winners and losers from US reporting season - including Apple (NASDAQ: AAPL), which is a loser.

    Catriona also names the businesses that have surprised to the upside, reflects on some previous stock calls from this show, as well as the competitive advantages of bohemoths like Visa, McDonald's, Starbucks and more.

    Learn more:

    WAM website: https://wilsonassetmanagement.com.au/lic/global/

    Catriona's first podcast with Owen

    Episode resources:

    ~ Resources ~


    WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1975 no     Fallout stocks: Pepsi v Coca-Cola; plus, I got $500,000 in ETFs - is that good? https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Is $500,000 invested in ETFs good? Or risky? Plus, which stocks would you buy for a Fallout world?  On this Australian Investors Podcast, Owen Rask & Drew Meredith, CFP answer your investing questions about ASX shares, ETFs and more.  WATCH THE VIDEO VERSION: https://www.youtube.com/watch?v=R4ouoKvqE2c ASA Event tickets: https://cis.eventsair.com/asa-2024-investor-conference/registration-info Topics covered: - Bridgewater Associates is clawing its way back - Hybrid securities - are they worth it?  - VanEck Subordinated Debt ETF (ASX: SUBD) - Stocks for a 200-year winter - Pepsi Co v Coca Cola - How to invest $500,000 in ETFs ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 10 May 2024 21:00:00 -0000 Fallout stocks: Pepsi v Coca-Cola; plus, I got $500,000 in ETFs - is that good? full Rask On this Australian Investors Podcast, Owen Rask & Drew Meredith, CFP answer your investing questions about ASX shares, ETFs and more. Is $500,000 invested in ETFs good? Or risky? Plus, which stocks would you buy for a Fallout world?  On this Australian Investors Podcast, Owen Rask & Drew Meredith, CFP answer your investing questions about ASX shares, ETFs and more.  WATCH THE VIDEO VERSION: https://www.youtube.com/watch?v=R4ouoKvqE2c ASA Event tickets: https://cis.eventsair.com/asa-2024-investor-conference/registration-info Topics covered: - Bridgewater Associates is clawing its way back - Hybrid securities - are they worth it?  - VanEck Subordinated Debt ETF (ASX: SUBD) - Stocks for a 200-year winter - Pepsi Co v Coca Cola - How to invest $500,000 in ETFs ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Is $500,000 invested in ETFs good? Or risky? Plus, which stocks would you buy for a Fallout world? 

    On this Australian Investors Podcast, Owen Rask & Drew Meredith, CFP answer your investing questions about ASX shares, ETFs and more. 

    WATCH THE VIDEO VERSION: https://www.youtube.com/watch?v=R4ouoKvqE2c

    ASA Event tickets: https://cis.eventsair.com/asa-2024-investor-conference/registration-info

    Topics covered:

    - Bridgewater Associates is clawing its way back

    - Hybrid securities - are they worth it? 

    - VanEck Subordinated Debt ETF (ASX: SUBD)

    - Stocks for a 200-year winter - Pepsi Co v Coca Cola

    - How to invest $500,000 in ETFs


    ~~ Resources you'll love ~~

    Access Show Notes: https://bit.ly/R-notes

    Invest with Owen: https://bit.ly/R-invest

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3309 no     AI race: USA, China, and the stocks to watch https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Billy Leung is an ETF investment strategist at Global X ETFs.  While Billy’s current role is steeped in exchange-traded funds (ETFs) he has a wide and deep knowledge of technology companies and trends across the world, having been a sell-side analyst and worked in a high frequency trading business. He’s been tracking technology stocks since the 2000s.  If you have your technology and AI related questions for Billy, come to next week’s AI investing webinar: https://www.youtube.com/watch?v=ean88c7KZOw In this Australian Investors Podcast Owen Rask and Billy Leung from Global X talk about: Billy’s background and analysing markets bottom-up and top-down Valuation of technology stocks and how they changed value investing The AI companies leading the pack: MSFT, GOOGL, META, NVDA, AAPL AI stocks no-one follows… How the AI ecosystem can be divided into three levels of abstraction: hardware, infrastructure and application China’s AI push versus USA: Ali Baba, Baidu and Tencent Why an ETF approach can help you capture a theme without identifying winners Episode resources: Join the Rask community - it's FREE ASA events & Owen's workshop Navexa - tax tracking 20% off: https://bit.ly/track-stocks Discounted business books - including The Golden Years ~ Resources ~ Access Show Notes Invest with Owen Mortgage Broking Financial Planning Property Coaching Property checklist (PDF) Business Coaching Ask a question WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 08 May 2024 10:16:12 -0000 AI race: USA, China, and the stocks to watch full Rask Billy Leung is an ETF investment strategist at Global X ETFs with a deep expertise in technology investing. Billy Leung is an ETF investment strategist at Global X ETFs.  While Billy’s current role is steeped in exchange-traded funds (ETFs) he has a wide and deep knowledge of technology companies and trends across the world, having been a sell-side analyst and worked in a high frequency trading business. He’s been tracking technology stocks since the 2000s.  If you have your technology and AI related questions for Billy, come to next week’s AI investing webinar: https://www.youtube.com/watch?v=ean88c7KZOw In this Australian Investors Podcast Owen Rask and Billy Leung from Global X talk about: Billy’s background and analysing markets bottom-up and top-down Valuation of technology stocks and how they changed value investing The AI companies leading the pack: MSFT, GOOGL, META, NVDA, AAPL AI stocks no-one follows… How the AI ecosystem can be divided into three levels of abstraction: hardware, infrastructure and application China’s AI push versus USA: Ali Baba, Baidu and Tencent Why an ETF approach can help you capture a theme without identifying winners Episode resources: Join the Rask community - it's FREE ASA events & Owen's workshop Navexa - tax tracking 20% off: https://bit.ly/track-stocks Discounted business books - including The Golden Years ~ Resources ~ Access Show Notes Invest with Owen Mortgage Broking Financial Planning Property Coaching Property checklist (PDF) Business Coaching Ask a question WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Billy Leung is an ETF investment strategist at Global X ETFs. 

    While Billy’s current role is steeped in exchange-traded funds (ETFs) he has a wide and deep knowledge of technology companies and trends across the world, having been a sell-side analyst and worked in a high frequency trading business. He’s been tracking technology stocks since the 2000s. 

    If you have your technology and AI related questions for Billy, come to next week’s AI investing webinar: https://www.youtube.com/watch?v=ean88c7KZOw

    In this Australian Investors Podcast Owen Rask and Billy Leung from Global X talk about:

    1. Billy’s background and analysing markets bottom-up and top-down
    2. Valuation of technology stocks and how they changed value investing
    3. The AI companies leading the pack: MSFT, GOOGL, META, NVDA, AAPL
    4. AI stocks no-one follows…
    5. How the AI ecosystem can be divided into three levels of abstraction: hardware, infrastructure and application
    6. China’s AI push versus USA: Ali Baba, Baidu and Tencent
    7. Why an ETF approach can help you capture a theme without identifying winners


    Episode resources:

    ~ Resources ~


    WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2262 no     Apple stock price 🚀 lamb price down-down, Woolworths is weak, META is up 86% in one year & Microsoft is a beast https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ On the Australian Investors Podcast 2 Sense episode this week, very stable geniuses Owen Rask & boy wonder Drew Meredith, CFP discuss the following: Retiree inflation is running at 6.5%, employee inflation 3.4% What a 23-year-old should do with $100,000 Woolworths (ASX: WOW) latest results Coles Group (ASX: COL) pops on results Apple (AAPL) gains on better-than-expected sales Meta is up 86% in one year Microsoft (MSFT) Azure + AI takes flight Episode resources: Join the Rask community - it's FREE ASA events & Owen's workshop Navexa - tax tracking 20% off: https://bit.ly/track-stocks Discounted business books - including The Golden Years Woolworths result Coles result ~ Resources ~ Access Show Notes Invest with Owen Mortgage Broking Financial Planning Property Coaching Property checklist (PDF) Business Coaching Ask a question WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Sat, 04 May 2024 11:00:00 -0000 Apple stock price 🚀 lamb price down-down, Woolworths is weak, META is up 86% in one year & Microsoft is a beast full Rask Big US tech earnings, Woolies disappoints, Coles pops and Bapcor bottoms. On the Australian Investors Podcast 2 Sense episode this week, very stable geniuses Owen Rask & boy wonder Drew Meredith, CFP discuss the following: Retiree inflation is running at 6.5%, employee inflation 3.4% What a 23-year-old should do with $100,000 Woolworths (ASX: WOW) latest results Coles Group (ASX: COL) pops on results Apple (AAPL) gains on better-than-expected sales Meta is up 86% in one year Microsoft (MSFT) Azure + AI takes flight Episode resources: Join the Rask community - it's FREE ASA events & Owen's workshop Navexa - tax tracking 20% off: https://bit.ly/track-stocks Discounted business books - including The Golden Years Woolworths result Coles result ~ Resources ~ Access Show Notes Invest with Owen Mortgage Broking Financial Planning Property Coaching Property checklist (PDF) Business Coaching Ask a question WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices On the Australian Investors Podcast 2 Sense episode this week, very stable geniuses Owen Rask & boy wonder Drew Meredith, CFP discuss the following:

    • Retiree inflation is running at 6.5%, employee inflation 3.4%
    • What a 23-year-old should do with $100,000
    • Woolworths (ASX: WOW) latest results
    • Coles Group (ASX: COL) pops on results
    • Apple (AAPL) gains on better-than-expected sales
    • Meta is up 86% in one year
    • Microsoft (MSFT) Azure + AI takes flight

    Episode resources:

    ~ Resources ~


    WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2887 no     ASX ETFs for retirement: why 5% in passive income is doable https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Owen Rask, Chief Investment Officer of Rask Invest, and Mitchell Sneddon, Head of Funds Management for The Rask Group answer your questions about building passive income for retirements, using ETFs. Book a call with Mitchell: https://invest.rask.com.au/?aippodcast Rask Invest walkthrough: https://community.rask.com.au/c/rask-events/live-rask-invest-platform-walkthrough-q-a ~ Resources ~ Access Show Notes Invest with Owen Mortgage Broking Financial Planning Property Coaching Property checklist (PDF) Business Coaching Ask a question WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 01 May 2024 06:31:19 -0000 ASX ETFs for retirement: why 5% in passive income is doable full Rask On the Australian Investors Podcast, Owen Rask and Mitchell Sneddon talks about building passive income for retirements, using ETFs. Owen Rask, Chief Investment Officer of Rask Invest, and Mitchell Sneddon, Head of Funds Management for The Rask Group answer your questions about building passive income for retirements, using ETFs. Book a call with Mitchell: https://invest.rask.com.au/?aippodcast Rask Invest walkthrough: https://community.rask.com.au/c/rask-events/live-rask-invest-platform-walkthrough-q-a ~ Resources ~ Access Show Notes Invest with Owen Mortgage Broking Financial Planning Property Coaching Property checklist (PDF) Business Coaching Ask a question WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Owen Rask, Chief Investment Officer of Rask Invest, and Mitchell Sneddon, Head of Funds Management for The Rask Group answer your questions about building passive income for retirements, using ETFs.


    Book a call with Mitchell:

    https://invest.rask.com.au/?aippodcast

    Rask Invest walkthrough: https://community.rask.com.au/c/rask-events/live-rask-invest-platform-walkthrough-q-a


    ~ Resources ~


    WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2444 no     If it sounds like a ponzi, smells like a ponzi... it's probably a... ponzi? https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ No AFSL. Working "outside the system." Not registered for GST. Minimum $50,000 investment. 20% return... On this Australian Investors Podcast 2 Sense episode this week, very stable geniuses Owen Rask & Drew Meredith, CFP discuss the following: My friend wants to invest with a group that claim to be working "outside the system" My stock went up 300% and is now down 70% A LIC or an ETF - what's the difference? How to use the AAA cash ETF for speedy investments Drew's momentum trading strategy $50k into 5 stocks - buy now or wait? Episode resources: Join the Rask community - it's FREE ASA events & Owen's workshop Discount business books ~ Resources ~ Access Show Notes Invest with Owen Mortgage Broking Financial Planning Property Coaching Property checklist (PDF) Business Coaching Ask a question WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 26 Apr 2024 21:00:00 -0000 If it sounds like a ponzi, smells like a ponzi... it's probably a... ponzi? full Rask No AFSL. "Working outside the system." Not registered for GST. Minimum $50,000. 20% return... No AFSL. Working "outside the system." Not registered for GST. Minimum $50,000 investment. 20% return... On this Australian Investors Podcast 2 Sense episode this week, very stable geniuses Owen Rask & Drew Meredith, CFP discuss the following: My friend wants to invest with a group that claim to be working "outside the system" My stock went up 300% and is now down 70% A LIC or an ETF - what's the difference? How to use the AAA cash ETF for speedy investments Drew's momentum trading strategy $50k into 5 stocks - buy now or wait? Episode resources: Join the Rask community - it's FREE ASA events & Owen's workshop Discount business books ~ Resources ~ Access Show Notes Invest with Owen Mortgage Broking Financial Planning Property Coaching Property checklist (PDF) Business Coaching Ask a question WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices No AFSL. Working "outside the system." Not registered for GST. Minimum $50,000 investment. 20% return...

    On this Australian Investors Podcast 2 Sense episode this week, very stable geniuses Owen Rask & Drew Meredith, CFP discuss the following:

    • My friend wants to invest with a group that claim to be working "outside the system"
    • My stock went up 300% and is now down 70%
    • A LIC or an ETF - what's the difference?
    • How to use the AAA cash ETF for speedy investments
    • Drew's momentum trading strategy
    • $50k into 5 stocks - buy now or wait?

    Episode resources:


    ~ Resources ~


    WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3240 no     A passive income machine: 80% profit margins and 200% growth - at a 3x profit multiple... how Matt & Liz buy websites https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ This Rask podcast episode is going to seem really… different. It’s a wonderful conversation with an extremely entrepreneurial couple who I have followed for a few years. Matt and Liz Raad are serial investors in websites and digital assets. They’re speakers and educators who have probably helped to create tens, if not hundreds, of millions of dollars of wealth for investors, FIRE community members, those escaping the 9-to-5, and business owners. In this podcast, we’ll going backwards, to how they first meet, to walk forwards and map their fascinating business and investment journey. This podcast is all about investing in things you’ve probably never thought you could, or should - websites. If you want Liz, Matt and I to do a round two, I’d love to hear from you. Please use the Rask community, or ask a question link (both are are available in your podcast player) to get in touch with me. And if you’re half as fascinated as I am in what they talk about, go and get in contact with them using the resources for this episode. If you do, let me know what you think. Resources from Matt & Liz (not sponsored or affiliate) Website: https://ebusinessinstitute.com.au/ Free masterclass: https://ebusinessinstitute.com.au/ref.html?w=dpvrp&p=ebi Apple podcast: https://podcasts.apple.com/ca/podcast/digital-investors/id1654642750 Spotify podcast: https://open.spotify.com/show/0U77CtnetQUCFn0rCCYlkB ~~ Resources you'll love ~~ Rask Community Invest with Owen Mortgage Broking Financial Planning Property Coaching 100-point property checklist (PDF) Accounting with Grey Space Business Coaching Ask a question DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 24 Apr 2024 05:30:00 -0000 A passive income machine: 80% profit margins and 200% growth - at a 3x profit multiple... how Matt & Liz buy websites full Rask This is real. A business capable of doubling, with 80% margins at 3x yearly profit. This Rask podcast episode is going to seem really… different. It’s a wonderful conversation with an extremely entrepreneurial couple who I have followed for a few years. Matt and Liz Raad are serial investors in websites and digital assets. They’re speakers and educators who have probably helped to create tens, if not hundreds, of millions of dollars of wealth for investors, FIRE community members, those escaping the 9-to-5, and business owners. In this podcast, we’ll going backwards, to how they first meet, to walk forwards and map their fascinating business and investment journey. This podcast is all about investing in things you’ve probably never thought you could, or should - websites. If you want Liz, Matt and I to do a round two, I’d love to hear from you. Please use the Rask community, or ask a question link (both are are available in your podcast player) to get in touch with me. And if you’re half as fascinated as I am in what they talk about, go and get in contact with them using the resources for this episode. If you do, let me know what you think. Resources from Matt & Liz (not sponsored or affiliate) Website: https://ebusinessinstitute.com.au/ Free masterclass: https://ebusinessinstitute.com.au/ref.html?w=dpvrp&p=ebi Apple podcast: https://podcasts.apple.com/ca/podcast/digital-investors/id1654642750 Spotify podcast: https://open.spotify.com/show/0U77CtnetQUCFn0rCCYlkB ~~ Resources you'll love ~~ Rask Community Invest with Owen Mortgage Broking Financial Planning Property Coaching 100-point property checklist (PDF) Accounting with Grey Space Business Coaching Ask a question DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices This Rask podcast episode is going to seem really… different. It’s a wonderful conversation with an extremely entrepreneurial couple who I have followed for a few years.

    Matt and Liz Raad are serial investors in websites and digital assets. They’re speakers and educators who have probably helped to create tens, if not hundreds, of millions of dollars of wealth for investors, FIRE community members, those escaping the 9-to-5, and business owners.

    In this podcast, we’ll going backwards, to how they first meet, to walk forwards and map their fascinating business and investment journey. This podcast is all about investing in things you’ve probably never thought you could, or should - websites.

    If you want Liz, Matt and I to do a round two, I’d love to hear from you. Please use the Rask community, or ask a question link (both are are available in your podcast player) to get in touch with me.

    And if you’re half as fascinated as I am in what they talk about, go and get in contact with them using the resources for this episode. If you do, let me know what you think.

    Resources from Matt & Liz (not sponsored or affiliate)

    Website: https://ebusinessinstitute.com.au/

    Free masterclass: https://ebusinessinstitute.com.au/ref.html?w=dpvrp&p=ebi

    Apple podcast: https://podcasts.apple.com/ca/podcast/digital-investors/id1654642750

    Spotify podcast: https://open.spotify.com/show/0U77CtnetQUCFn0rCCYlkB

    ~~ Resources you'll love ~~


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4099 no     Owen's rant about Woolworths (WOW) & what happens if rates don't fall? On this Australian Investors Podcast, Owen Rask & Drew Meredith, CFP discuss the following: Woolworths Group Ltd (ASX: WOW) debacle and why Return on Equity (ROE) is a silly metric to use. Plus, they answer questions about what would happen if interest rates do not fall, the importance of founders and families in small caps and why Super matters. Episode resources: Join the Rask community - it's FREE ASA events & Owen's workshop Discount business books ~ Resources ~ Access Show Notes Invest with Owen Mortgage Broking Financial Planning Property Coaching Property checklist (PDF) Business Coaching Ask a question WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 22 Apr 2024 06:04:52 -0000 Owen's rant about Woolworths (WOW) & what happens if rates don't fall? full Rask Woolworths Ltd (ASX: WOW) has a high return on equity (ROE). But does that mean it's super profitable? Owen Rask & Drew Meredith discuss. On this Australian Investors Podcast, Owen Rask & Drew Meredith, CFP discuss the following: Woolworths Group Ltd (ASX: WOW) debacle and why Return on Equity (ROE) is a silly metric to use. Plus, they answer questions about what would happen if interest rates do not fall, the importance of founders and families in small caps and why Super matters. Episode resources: Join the Rask community - it's FREE ASA events & Owen's workshop Discount business books ~ Resources ~ Access Show Notes Invest with Owen Mortgage Broking Financial Planning Property Coaching Property checklist (PDF) Business Coaching Ask a question WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices On this Australian Investors Podcast, Owen Rask & Drew Meredith, CFP discuss the following:

    • Woolworths Group Ltd (ASX: WOW) debacle and
    • why Return on Equity (ROE) is a silly metric to use.

    Plus, they answer questions about what would happen if interest rates do not fall, the importance of founders and families in small caps and why Super matters.

    Episode resources:


    ~ Resources ~


    WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2865 no     Better buy: Pro Medicus (PME), RPMGlobal (RUL), Webjet (WEB) & WiseTech (WTC) https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Luke Laretive from Seneca Financial Solutions joins Owen Rask on The Australian Investors Podcast to dive into 4 tech stocks: Pro Medicus (ASX: PME), WiseTech Global (ASX: WTC), Webjet (ASX: WEB) and RPMGlobal (ASX: RUL). Luke's article: https://www.raskmedia.com.au/2024/04/11/2-key-ingredients-for-finding-10-baggers-like-altium-alu-on-the-asx/ Free portfolio review with Luke: https://forms.zohopublic.com/senecafinancialsolutions/form/RASKMedia/formperma/MWnob0ApZdmfsMwLb0L5Rq4ZnGnse9Pg3lWdFUdmjZM ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 17 Apr 2024 06:59:36 -0000 Better buy: Pro Medicus (PME), RPMGlobal (RUL), Webjet (WEB) & WiseTech (WTC) full Rask 4 of the best ASX tech shares go head-to-head, with Owen Rask and Luke Laretive. Luke Laretive from Seneca Financial Solutions joins Owen Rask on The Australian Investors Podcast to dive into 4 tech stocks: Pro Medicus (ASX: PME), WiseTech Global (ASX: WTC), Webjet (ASX: WEB) and RPMGlobal (ASX: RUL). Luke's article: https://www.raskmedia.com.au/2024/04/11/2-key-ingredients-for-finding-10-baggers-like-altium-alu-on-the-asx/ Free portfolio review with Luke: https://forms.zohopublic.com/senecafinancialsolutions/form/RASKMedia/formperma/MWnob0ApZdmfsMwLb0L5Rq4ZnGnse9Pg3lWdFUdmjZM ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Luke Laretive from Seneca Financial Solutions joins Owen Rask on The Australian Investors Podcast to dive into 4 tech stocks: Pro Medicus (ASX: PME), WiseTech Global (ASX: WTC), Webjet (ASX: WEB) and RPMGlobal (ASX: RUL).

    Luke's article: https://www.raskmedia.com.au/2024/04/11/2-key-ingredients-for-finding-10-baggers-like-altium-alu-on-the-asx/

    Free portfolio review with Luke: https://forms.zohopublic.com/senecafinancialsolutions/form/RASKMedia/formperma/MWnob0ApZdmfsMwLb0L5Rq4ZnGnse9Pg3lWdFUdmjZM


    ~~ Resources you'll love ~~


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2487 no     Netwealth (NWL) - is a 63x PE too high? SOL is not a LIC, NAB's new deck chairs https://www.raskmedia.com.au/2024/04/13/netwealth-asx-nwl-share-price/ Owen Rask, Rask's Chief Investment Officer, is joined by Mitchell Sneddon, Head of Funds Management, to discuss your questions and dive into ASX news from: Netwealth Ltd (ASX: NWL) shares have sunk after releasing its quarterly results National Australia Bank (ASX: NAB) has a new executive team, and is Washington H. Soul Pattinson & Co. Ltd (ASX: SOL) a Listed Investment Company (LIC)? Also, please welcome to Rask and to the show Mitchell Sneddon, Rask's Head of Funds Management. Book a conversation with Mitchell: https://calendly.com/mitchell-wswf/30min ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 12 Apr 2024 21:00:00 -0000 Netwealth (NWL) - is a 63x PE too high? SOL is not a LIC, NAB's new deck chairs full Rask Owen Rask is joined by Mitchell Sneddon, Head of Funds Management, to answer your questions. Owen Rask, Rask's Chief Investment Officer, is joined by Mitchell Sneddon, Head of Funds Management, to discuss your questions and dive into ASX news from: Netwealth Ltd (ASX: NWL) shares have sunk after releasing its quarterly results National Australia Bank (ASX: NAB) has a new executive team, and is Washington H. Soul Pattinson & Co. Ltd (ASX: SOL) a Listed Investment Company (LIC)? Also, please welcome to Rask and to the show Mitchell Sneddon, Rask's Head of Funds Management. Book a conversation with Mitchell: https://calendly.com/mitchell-wswf/30min ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Owen Rask, Rask's Chief Investment Officer, is joined by Mitchell Sneddon, Head of Funds Management, to discuss your questions and dive into ASX news from:

    • Netwealth Ltd (ASX: NWL) shares have sunk after releasing its quarterly results
    • National Australia Bank (ASX: NAB) has a new executive team, and is
    • Washington H. Soul Pattinson & Co. Ltd (ASX: SOL) a Listed Investment Company (LIC)?


    Also, please welcome to Rask and to the show Mitchell Sneddon, Rask's Head of Funds Management.

    Book a conversation with Mitchell: https://calendly.com/mitchell-wswf/30min

    ~~ Resources you'll love ~~

    Access Show Notes: https://bit.ly/R-notes

    Invest with Owen: https://bit.ly/R-invest

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3795 no     Property Q&A: scared off by interest rates, granny flats, does landscaping improve values and first home super scheme (FHSSS) https://www.raskmedia.com.au/2024/04/02/qa-scared-off-by-interest-rates-granny-flats-does-landscaping-improve-values-and-first-home-super-scheme-fhsss/ Owen Rask, Chief Investment Officer and founder of The Rask Group, and Chris Bates, mortgage broker and co-founder of Flint Group, are back and answering your property questions on The Australian Investors Podcast.  In this Australian Investors Podcast episode, Owen and Chris tackle: Does landscaping add value to a property? Help! I'm scared of higher interest rates - should I buy or sell now? What is the First Home Super Saver Scheme (FHSSS)? Is it worth adding a granny flats to my property? Is now a good time to buy? Are first-home buyer incentives worth it? Australian Investors Podcast resources: Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking with Chris: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 11 Apr 2024 07:11:50 -0000 Property Q&A: scared off by interest rates, granny flats, does landscaping improve values and first home super scheme (FHSSS) full Rask Owen Rask and mortgage broker Chris Bates are back and answering your questions on The Australian Investors Podcast. Owen Rask, Chief Investment Officer and founder of The Rask Group, and Chris Bates, mortgage broker and co-founder of Flint Group, are back and answering your property questions on The Australian Investors Podcast.  In this Australian Investors Podcast episode, Owen and Chris tackle: Does landscaping add value to a property? Help! I'm scared of higher interest rates - should I buy or sell now? What is the First Home Super Saver Scheme (FHSSS)? Is it worth adding a granny flats to my property? Is now a good time to buy? Are first-home buyer incentives worth it? Australian Investors Podcast resources: Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking with Chris: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Owen Rask, Chief Investment Officer and founder of The Rask Group, and Chris Bates, mortgage broker and co-founder of Flint Group, are back and answering your property questions on The Australian Investors Podcast. 

    In this Australian Investors Podcast episode, Owen and Chris tackle:

    1. Does landscaping add value to a property?
    2. Help! I'm scared of higher interest rates - should I buy or sell now?
    3. What is the First Home Super Saver Scheme (FHSSS)?
    4. Is it worth adding a granny flats to my property?
    5. Is now a good time to buy?
    6. Are first-home buyer incentives worth it?


    Australian Investors Podcast resources:


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2388 no     4 ASX ETFs for fast growth, property v shares + how to boost Super by $300,000 https://www.raskmedia.com.au/2024/04/06/4-asx-etfs-for-fast-growth-property-v-shares-how-to-boost-super-by-300000/ On this weekend's “2 Sense” segment on the Australian Investors Podcast, financial adviser Drew Meredith, CFP and Chief Investment Officer, Owen Rask, answer LOTS of questions on Superannuation, including how to boost it before retirement. Topics covered: The stock market is killin' it in 2024 Healthcare, REITs and banks are rising fast Catch-up contributions, $30,000 pre-tax super contributions and downsizer payments 4 ETFs for long-term compounding Property v shares Eww... land tax Navexa links - TAX TRACKING ~~ Resources you'll love ~~ Access Show Notes Invest with Owen Mortgage Broking Financial Planning Property Coaching 100-point property checklist (PDF) Accounting with Grey Space Business Coaching Ask a question DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG) Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 05 Apr 2024 20:00:00 -0000 4 ASX ETFs for fast growth, property v shares + how to boost Super by $300,000 full Rask Land tax, vacancy tax, passive income, Super top-ups... you name it. It's covered on this weekend's Australian Investors Podcast. On this weekend's “2 Sense” segment on the Australian Investors Podcast, financial adviser Drew Meredith, CFP and Chief Investment Officer, Owen Rask, answer LOTS of questions on Superannuation, including how to boost it before retirement. Topics covered: The stock market is killin' it in 2024 Healthcare, REITs and banks are rising fast Catch-up contributions, $30,000 pre-tax super contributions and downsizer payments 4 ETFs for long-term compounding Property v shares Eww... land tax Navexa links - TAX TRACKING ~~ Resources you'll love ~~ Access Show Notes Invest with Owen Mortgage Broking Financial Planning Property Coaching 100-point property checklist (PDF) Accounting with Grey Space Business Coaching Ask a question DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG) Learn more about your ad choices. Visit megaphone.fm/adchoices On this weekend's “2 Sense” segment on the Australian Investors Podcast, financial adviser Drew Meredith, CFP and Chief Investment Officer, Owen Rask, answer LOTS of questions on Superannuation, including how to boost it before retirement.

    Topics covered:

    1. The stock market is killin' it in 2024
    2. Healthcare, REITs and banks are rising fast
    3. Catch-up contributions, $30,000 pre-tax super contributions and downsizer payments
    4. 4 ETFs for long-term compounding
    5. Property v shares
    6. Eww... land tax
    7. Navexa links - TAX TRACKING


    ~~ Resources you'll love ~~

    Access Show Notes

    Invest with Owen

    Mortgage Broking

    Financial Planning

    Property Coaching

    100-point property checklist (PDF)

    Accounting with Grey Space

    Business Coaching

    Ask a question


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG)

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3654 no     State of the Markets Vol. I - March 2024 https://www.raskmedia.com.au/2024/04/03/state-of-the-markets-vol-i-march-2024-aip/ The State of the Markets episodes provide you with a concise and clear picture of what is happening across markets. Not just in property, and not just in Australia. Pete and Owen talk about the S&P/ASX 200 (INDEXASX:XJO), bonds, Australian residential property, commercial property, S&P 500 (INDEXSP:.INX), what's happening with the Australian Dollar (AUD) and more! Let us know what you think by writing in, using the 'Ask a Question' link below.  ~~ Resources you'll love ~~ Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 03 Apr 2024 04:30:00 -0000 State of the Markets Vol. I - March 2024 full Rask Chief Investment Officer Owen Rask and property economist, buyers agent and author Pete Wargent share their recap from the first quarter of 2024. The State of the Markets episodes provide you with a concise and clear picture of what is happening across markets. Not just in property, and not just in Australia. Pete and Owen talk about the S&P/ASX 200 (INDEXASX:XJO), bonds, Australian residential property, commercial property, S&P 500 (INDEXSP:.INX), what's happening with the Australian Dollar (AUD) and more! Let us know what you think by writing in, using the 'Ask a Question' link below.  ~~ Resources you'll love ~~ Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices The State of the Markets episodes provide you with a concise and clear picture of what is happening across markets. Not just in property, and not just in Australia.

    Pete and Owen talk about the S&P/ASX 200 (INDEXASX:XJO), bonds, Australian residential property, commercial property, S&P 500 (INDEXSP:.INX), what's happening with the Australian Dollar (AUD) and more!

    Let us know what you think by writing in, using the 'Ask a Question' link below. 


    ~~ Resources you'll love ~~

    Show Notes: https://bit.ly/R-notes

    Invest with Owen: https://bit.ly/R-invest

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2626 no     VDHG: why I wouldn't buy and hold forever, BKW v Soul Patts, sustainble yield on a retirement portfolio & more! https://www.raskmedia.com.au/2024/03/30/vdhg-etf-asx-vanguard/ On this weekend's “2 Sense” segment on the Australian Investors Podcast, financial adviser Drew Meredith, CFP and Chief Investment Officer, Owen Rask, take a look at the Vanguard Diversified High Growth ETF (ASX: VDHG). Video version: https://www.raskmedia.com.au/2024/03/30/vdhg-etf-asx-vanguard/ Topics / questions covered: Cocoa prices on the rise, says Drew Is Brickworks Ltd (ASX: BKW) or Soul Pattinson Ltd (ASX: SOL) a better bet? How much can a diversified portfolio yield in retirement? Some ways you can transition away from property before retirement Why bother with bonds Platinum Asset Management (ASX: PTM) sinks ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 29 Mar 2024 20:00:00 -0000 VDHG: why I wouldn't buy and hold forever, BKW v Soul Patts, sustainble yield on a retirement portfolio & more! full Rask VDHG is GREAT... for people starting out, with a core portfolio; or for those who can't be bothered... but it's not perfect. On this weekend's “2 Sense” segment on the Australian Investors Podcast, financial adviser Drew Meredith, CFP and Chief Investment Officer, Owen Rask, take a look at the Vanguard Diversified High Growth ETF (ASX: VDHG). Video version: https://www.raskmedia.com.au/2024/03/30/vdhg-etf-asx-vanguard/ Topics / questions covered: Cocoa prices on the rise, says Drew Is Brickworks Ltd (ASX: BKW) or Soul Pattinson Ltd (ASX: SOL) a better bet? How much can a diversified portfolio yield in retirement? Some ways you can transition away from property before retirement Why bother with bonds Platinum Asset Management (ASX: PTM) sinks ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices On this weekend's “2 Sense” segment on the Australian Investors Podcast, financial adviser Drew Meredith, CFP and Chief Investment Officer, Owen Rask, take a look at the Vanguard Diversified High Growth ETF (ASX: VDHG).

    Video version: https://www.raskmedia.com.au/2024/03/30/vdhg-etf-asx-vanguard/

    Topics / questions covered:

    • Cocoa prices on the rise, says Drew
    • Is Brickworks Ltd (ASX: BKW) or Soul Pattinson Ltd (ASX: SOL) a better bet?
    • How much can a diversified portfolio yield in retirement?
    • Some ways you can transition away from property before retirement
    • Why bother with bonds
    • Platinum Asset Management (ASX: PTM) sinks


    ~~ Resources you'll love ~~

    Access Show Notes: https://bit.ly/R-notes

    Invest with Owen: https://bit.ly/R-invest

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3602 no     The Amazon of South Korea, and my favourite business model, ft. Intelligent Investor's Nick Cummings https://www.raskmedia.com.au/2024/03/27/the-amazon-of-south-korea-and-my-favourite-business-model-ft-nick-cummings/ Nick Cummings is an analyst at Intelligent Investor and a passionate global value investor. Nick speaks with Owen Rask on this Australian Investors Podcast episode about a few of his favourite companies, Coupang, South Korea's Amazon, and Diageo, the owner of liquor brands like Johnnie Walker, Guinness and much more. Free trial to Intelligent Investor: https://www.intelligentinvestor.com.au/intelligent-investor-membership/?utm_source=RASK ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 27 Mar 2024 04:45:00 -0000 The Amazon of South Korea, and my favourite business model, ft. Intelligent Investor's Nick Cummings full Rask Nick Cummings is an analyst at Intelligent Investor and a passionate global value investor. Nick Cummings is an analyst at Intelligent Investor and a passionate global value investor. Nick speaks with Owen Rask on this Australian Investors Podcast episode about a few of his favourite companies, Coupang, South Korea's Amazon, and Diageo, the owner of liquor brands like Johnnie Walker, Guinness and much more. Free trial to Intelligent Investor: https://www.intelligentinvestor.com.au/intelligent-investor-membership/?utm_source=RASK ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Nick Cummings is an analyst at Intelligent Investor and a passionate global value investor. Nick speaks with Owen Rask on this Australian Investors Podcast episode about a few of his favourite companies, Coupang, South Korea's Amazon, and Diageo, the owner of liquor brands like Johnnie Walker, Guinness and much more.

    Free trial to Intelligent Investor: https://www.intelligentinvestor.com.au/intelligent-investor-membership/?utm_source=RASK


    ~~ Resources you'll love ~~

    Access Show Notes: https://bit.ly/R-notes

    Invest with Owen: https://bit.ly/R-invest

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2394 no     Black swan S&P 500 stock market crash incoming? Plus, how much Super you need https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Is the US stock market / S&P 500 (INDEXSP: .INX) about to crash? On this weekend’s instalment of “2 Sense” on the Australian Investors Podcast, financial adviser Drew Meredith, CFP and Chief Investment Officer, Owen Rask, take a look at: - Is the S&P 500 about to crash? - Time to buy commercial property? - "Core-Satellite my arse" - Drew - How much should I have in Super at retirement? - When to sell stocks - NDQ or N100? ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 22 Mar 2024 20:00:00 -0000 Black swan S&P 500 stock market crash incoming? Plus, how much Super you need full Rask On this week's Australian Investors Podcast 2 Sense episode Wattle Partners' Drew Meredith and Owen Rask dive into your questions. Is the US stock market / S&P 500 (INDEXSP: .INX) about to crash? On this weekend’s instalment of “2 Sense” on the Australian Investors Podcast, financial adviser Drew Meredith, CFP and Chief Investment Officer, Owen Rask, take a look at: - Is the S&P 500 about to crash? - Time to buy commercial property? - "Core-Satellite my arse" - Drew - How much should I have in Super at retirement? - When to sell stocks - NDQ or N100? ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Is the US stock market / S&P 500 (INDEXSP: .INX) about to crash?

    On this weekend’s instalment of “2 Sense” on the Australian Investors Podcast, financial adviser Drew Meredith, CFP and Chief Investment Officer, Owen Rask, take a look at:

    - Is the S&P 500 about to crash?

    - Time to buy commercial property?

    - "Core-Satellite my arse" - Drew

    - How much should I have in Super at retirement?

    - When to sell stocks

    - NDQ or N100?


    ~~ Resources you'll love ~~

    Access Show Notes: https://bit.ly/R-notes

    Invest with Owen: https://bit.ly/R-invest

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00



    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2875 no     How to help your kids into property, ft. financial adviser James O'Reilly https://www.raskmedia.com.au/2024/03/20/5-ways-to-help-your-children-live-the-australian-property-dream-james-oreilly/ On this Australian Investors Podcast, OwenRask is joined by Northeast Wealth's founder and financial adviser James O'Reilly to answer your questions about helping your kids into property. Topics covered by James & Owen: Gifting money to kids Guarantor loans Centrelink impacts from gifting Loans versus cash handouts Setting expectations How to protect your Super, nest egg and retirement from kids ~ Resources ~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach Property checklist (PDF): https://bit.ly/prop-check Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 20 Mar 2024 04:47:06 -0000 How to help your kids into property, ft. financial adviser James O'Reilly full Rask Financial Adviser James O'Reilly sits down with Owen Rask to explain how you can get your kids onto the property ladder in healthy ways. On this Australian Investors Podcast, OwenRask is joined by Northeast Wealth's founder and financial adviser James O'Reilly to answer your questions about helping your kids into property. Topics covered by James & Owen: Gifting money to kids Guarantor loans Centrelink impacts from gifting Loans versus cash handouts Setting expectations How to protect your Super, nest egg and retirement from kids ~ Resources ~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach Property checklist (PDF): https://bit.ly/prop-check Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices On this Australian Investors Podcast, OwenRask is joined by Northeast Wealth's founder and financial adviser James O'Reilly to answer your questions about helping your kids into property.

    Topics covered by James & Owen:

    • Gifting money to kids
    • Guarantor loans
    • Centrelink impacts from gifting
    • Loans versus cash handouts
    • Setting expectations
    • How to protect your Super, nest egg and retirement from kids


    ~ Resources ~


    WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2482 no     Is the budget deficit a real thing? Ft The Deficit Myth's Stephanie Kelton https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Stephanie Kelton is one of the world's foremost economics teachers and influencers, and author of The Deficit Myth. Stephanie is well known for her writing and work with US Presidential committees such as those for Bernie Sanders or under both the Trump and Biden adminisation. Stephanie recently spoke with Owen Rask on The Australian Investors Podcast about all things Modern Monetary Theory (MMT) and her works such as The Deficit Myth. Learn more about Stephanie on her website: https://stephaniekelton.com/ ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg  Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 19 Mar 2024 04:25:18 -0000 Is the budget deficit a real thing? Ft The Deficit Myth's Stephanie Kelton full Rask Stephanie Kelton is one of the world's foremost economics teachers and influencers, and author of The Deficit Myth. Stephanie Kelton is one of the world's foremost economics teachers and influencers, and author of The Deficit Myth. Stephanie is well known for her writing and work with US Presidential committees such as those for Bernie Sanders or under both the Trump and Biden adminisation. Stephanie recently spoke with Owen Rask on The Australian Investors Podcast about all things Modern Monetary Theory (MMT) and her works such as The Deficit Myth. Learn more about Stephanie on her website: https://stephaniekelton.com/ ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg  Learn more about your ad choices. Visit megaphone.fm/adchoices Stephanie Kelton is one of the world's foremost economics teachers and influencers, and author of The Deficit Myth. Stephanie is well known for her writing and work with US Presidential committees such as those for Bernie Sanders or under both the Trump and Biden adminisation.

    Stephanie recently spoke with Owen Rask on The Australian Investors Podcast about all things Modern Monetary Theory (MMT) and her works such as The Deficit Myth.

    Learn more about Stephanie on her website: https://stephaniekelton.com/

    ~~ Resources you'll love ~~

    Invest with Owen: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg 

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2170 no     Drew's $283,000 tax saving, the CBA share price isn't overvalued & Macquarie (ASX:MQG) surges https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ The Australian Investors Podcast “2 Sense” this week On this weekend’s instalment of “2 Sense” on the Australian Investors Podcast, financial adviser Drew Meredith, CFP and Chief Investment Officer, Owen Rask, take a look at: Drew's $283,000 tax saving Commonwealth Bank (ASX: CBA) shares are overvalued? Macquarie Group (ASX: MQG) charges higher Downsides to owning ETFs Is Owen a 'camping guy'? Is my stock overpriced? Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 15 Mar 2024 20:00:00 -0000 Drew's $283,000 tax saving, the CBA share price isn't overvalued & Macquarie (ASX:MQG) surges full Rask On this week's Australian Investors Podcast 2 Sense episode Wattle Partners' Drew Meredith and Owen Rask dive into your questions. The Australian Investors Podcast “2 Sense” this week On this weekend’s instalment of “2 Sense” on the Australian Investors Podcast, financial adviser Drew Meredith, CFP and Chief Investment Officer, Owen Rask, take a look at: Drew's $283,000 tax saving Commonwealth Bank (ASX: CBA) shares are overvalued? Macquarie Group (ASX: MQG) charges higher Downsides to owning ETFs Is Owen a 'camping guy'? Is my stock overpriced? Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices The Australian Investors Podcast “2 Sense” this week

    On this weekend’s instalment of “2 Sense” on the Australian Investors Podcast, financial adviser Drew Meredith, CFP and Chief Investment Officer, Owen Rask, take a look at:

    Drew's $283,000 tax saving

    Commonwealth Bank (ASX: CBA) shares are overvalued?

    Macquarie Group (ASX: MQG) charges higher

    Downsides to owning ETFs

    Is Owen a 'camping guy'?

    Is my stock overpriced?

    Access Show Notes: https://bit.ly/R-notes

    Invest with Owen: https://bit.ly/R-invest

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3478 no     Private debt investing, with Invesco's Gerard Fogarty https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Gerard Fogarty, part of the Invesco Private Credit team, is an extremely experienced private markets debt investor, with a depth of knowledge investing in US markets.  In this Australian Investors Podcast with Owen Rask, Gerard Fogarty takes us through the good, bad and, very occasionally, ugly of investing in senior secured loans and private debt markets. A key point to take away: Gerard repeats how important it is to 'manage risk, not avoid it'. Resources on Senior Secured Loans and private credit Invesco Senior Secured Loans (SSL) fund: https://www.invesco.com/au/en/country-splash.html?src=%2Fau%2Fen%2Ffunds%2Finvesco-wholesale-senior-secured-income-fund.html Senior Secured Loans 2.0 with Ashley O'Connor: https://www.youtube.com/watch?v=h-Wwm7Z7ulQ A primer on SSLs: https://www.raskmedia.com.au/2022/12/05/ashley-oconnor-invesco/ ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg  Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 13 Mar 2024 07:13:48 -0000 Private debt investing, with Invesco's Gerard Fogarty full Rask Gerard Fogarty is an extremely experienced private markets debt investor, with a depth of knowledge investing in US markets. Gerard Fogarty, part of the Invesco Private Credit team, is an extremely experienced private markets debt investor, with a depth of knowledge investing in US markets.  In this Australian Investors Podcast with Owen Rask, Gerard Fogarty takes us through the good, bad and, very occasionally, ugly of investing in senior secured loans and private debt markets. A key point to take away: Gerard repeats how important it is to 'manage risk, not avoid it'. Resources on Senior Secured Loans and private credit Invesco Senior Secured Loans (SSL) fund: https://www.invesco.com/au/en/country-splash.html?src=%2Fau%2Fen%2Ffunds%2Finvesco-wholesale-senior-secured-income-fund.html Senior Secured Loans 2.0 with Ashley O'Connor: https://www.youtube.com/watch?v=h-Wwm7Z7ulQ A primer on SSLs: https://www.raskmedia.com.au/2022/12/05/ashley-oconnor-invesco/ ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg  Learn more about your ad choices. Visit megaphone.fm/adchoices Gerard Fogarty, part of the Invesco Private Credit team, is an extremely experienced private markets debt investor, with a depth of knowledge investing in US markets. 

    In this Australian Investors Podcast with Owen Rask, Gerard Fogarty takes us through the good, bad and, very occasionally, ugly of investing in senior secured loans and private debt markets. A key point to take away: Gerard repeats how important it is to 'manage risk, not avoid it'.

    Resources on Senior Secured Loans and private credit

    Invesco Senior Secured Loans (SSL) fund: https://www.invesco.com/au/en/country-splash.html?src=%2Fau%2Fen%2Ffunds%2Finvesco-wholesale-senior-secured-income-fund.html

    Senior Secured Loans 2.0 with Ashley O'Connor: https://www.youtube.com/watch?v=h-Wwm7Z7ulQ

    A primer on SSLs: https://www.raskmedia.com.au/2022/12/05/ashley-oconnor-invesco/

    ~~ Resources you'll love ~~

    Invest with Owen: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg 

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2936 no     2 GORILLA stocks on the ASX 🦍 Core ETFs + 2 Satellites, plus Owen quoted in ASX announcement https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Is there a Gorilla stock living on the ASX? Does Audinate Group (ASX: AD8) or Wesfarmers Ltd (ASX: WES) qualify? On this weekend's instalment of "2 Sense" on the Australian Investors Podcast, financial adviser Drew Meredith, CFP and Chief Investment Officer, Owen Rask, cover the following topics: Interest rates might NOT fall Is an 80% ETF core + 2 satellite of stocks... good? How do ETFs actually make money? Is a 10% return from secured lending too good to be true? Is a financial planner worth it? Owen & Drew name 1 ASX 'Gorilla' Stock each - Owen names Audinate, Drew suggests Wesfarmers. ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg  Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 08 Mar 2024 20:00:00 -0000 2 GORILLA stocks on the ASX 🦍 Core ETFs + 2 Satellites, plus Owen quoted in ASX announcement full Rask Owen Rask names 1 GORILLA living on the ASX. Owen and Drew Meredith are back at it, with your peeves and stock suggestions to go under the microscope. Is there a Gorilla stock living on the ASX? Does Audinate Group (ASX: AD8) or Wesfarmers Ltd (ASX: WES) qualify? On this weekend's instalment of "2 Sense" on the Australian Investors Podcast, financial adviser Drew Meredith, CFP and Chief Investment Officer, Owen Rask, cover the following topics: Interest rates might NOT fall Is an 80% ETF core + 2 satellite of stocks... good? How do ETFs actually make money? Is a 10% return from secured lending too good to be true? Is a financial planner worth it? Owen & Drew name 1 ASX 'Gorilla' Stock each - Owen names Audinate, Drew suggests Wesfarmers. ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg  Learn more about your ad choices. Visit megaphone.fm/adchoices Is there a Gorilla stock living on the ASX? Does Audinate Group (ASX: AD8) or Wesfarmers Ltd (ASX: WES) qualify?

    On this weekend's instalment of "2 Sense" on the Australian Investors Podcast, financial adviser Drew Meredith, CFP and Chief Investment Officer, Owen Rask, cover the following topics:

    1. Interest rates might NOT fall
    2. Is an 80% ETF core + 2 satellite of stocks... good?
    3. How do ETFs actually make money?
    4. Is a 10% return from secured lending too good to be true?
    5. Is a financial planner worth it?
    6. Owen & Drew name 1 ASX 'Gorilla' Stock each - Owen names Audinate, Drew suggests Wesfarmers.


    ~~ Resources you'll love ~~

    Invest with Owen: https://bit.ly/R-invest

    Access Show Notes: https://bit.ly/R-notes

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg 

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3895 no     Insurance: EVERYTHING you need to know about income protection, TPD & life insurance https://www.raskmedia.com.au/2024/03/06/income-protection-tpd-life-insurance/ Insurance for 80 mins? If you can make it through this episode, you can do anything in life. Owen Rask is joined by financial advisers, Phil Thompson from Skye Wealth, and Jame's O'Reilly from Northeast Wealth, on this special deep dive episode into personal insurances: income protection, life insurance, and TPD/disability. This episode is EPIC and is an amazing primer for how to get and keep insurance. Book a 15-min free insurance call with Skye: https://bit.ly/R-insur Get financial advice from James (select age 50-60): https://bit.ly/R-plan VIDEO VERSION: https://www.youtube.com/watch?v=Cy5sIfOO7YY ~~ Other resources ~~ Access Show Notes: https://bit.ly/R-notes Kate's book, Buying Happiness: https://bit.ly/kate-amazon Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 06 Mar 2024 05:38:32 -0000 Insurance: EVERYTHING you need to know about income protection, TPD & life insurance full Rask Owen Rask is joined by financial advisers Phil Thompson from Skye Wealth and James O'Reilly from Northeast Wealth. Insurance for 80 mins? If you can make it through this episode, you can do anything in life. Owen Rask is joined by financial advisers, Phil Thompson from Skye Wealth, and Jame's O'Reilly from Northeast Wealth, on this special deep dive episode into personal insurances: income protection, life insurance, and TPD/disability. This episode is EPIC and is an amazing primer for how to get and keep insurance. Book a 15-min free insurance call with Skye: https://bit.ly/R-insur Get financial advice from James (select age 50-60): https://bit.ly/R-plan VIDEO VERSION: https://www.youtube.com/watch?v=Cy5sIfOO7YY ~~ Other resources ~~ Access Show Notes: https://bit.ly/R-notes Kate's book, Buying Happiness: https://bit.ly/kate-amazon Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Insurance for 80 mins? If you can make it through this episode, you can do anything in life.

    Owen Rask is joined by financial advisers, Phil Thompson from Skye Wealth, and Jame's O'Reilly from Northeast Wealth, on this special deep dive episode into personal insurances: income protection, life insurance, and TPD/disability.

    This episode is EPIC and is an amazing primer for how to get and keep insurance.

    Book a 15-min free insurance call with Skye: https://bit.ly/R-insur

    Get financial advice from James (select age 50-60): https://bit.ly/R-plan

    VIDEO VERSION: https://www.youtube.com/watch?v=Cy5sIfOO7YY

    ~~ Other resources ~~


    Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler.

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4625 no     Better Buy: ResMed (ASX:RMD) or Cochlear (ASX:COH) https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ On this Australian Investors Podcast, Owen Rask speaks with Seneca Financial Solutions' Luke Laretive about two market-thumping stocks: ResMed Inc (ASX: RMD) and Cochlear Ltd (ASX: COH). What stock would you pick? And why? Let us know on Twitter: https://twitter.com/owenrask Watch the video: https://www.youtube.com/watch?v=rsLIydx5ukQ Free portfolio review: https://forms.zohopublic.com/senecafinancialsolutions/form/RASKMedia/formperma/MWnob0ApZdmfsMwLb0L5Rq4ZnGnse9Pg3lWdFUdmjZM ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 05 Mar 2024 05:57:48 -0000 Better Buy: ResMed (ASX:RMD) or Cochlear (ASX:COH) full Rask Luke Laretive & Owen Rask put ResMed & Cochlear under the microscope. On this Australian Investors Podcast, Owen Rask speaks with Seneca Financial Solutions' Luke Laretive about two market-thumping stocks: ResMed Inc (ASX: RMD) and Cochlear Ltd (ASX: COH). What stock would you pick? And why? Let us know on Twitter: https://twitter.com/owenrask Watch the video: https://www.youtube.com/watch?v=rsLIydx5ukQ Free portfolio review: https://forms.zohopublic.com/senecafinancialsolutions/form/RASKMedia/formperma/MWnob0ApZdmfsMwLb0L5Rq4ZnGnse9Pg3lWdFUdmjZM ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices On this Australian Investors Podcast, Owen Rask speaks with Seneca Financial Solutions' Luke Laretive about two market-thumping stocks: ResMed Inc (ASX: RMD) and Cochlear Ltd (ASX: COH).

    What stock would you pick? And why? Let us know on Twitter: https://twitter.com/owenrask

    Watch the video: https://www.youtube.com/watch?v=rsLIydx5ukQ

    Free portfolio review: https://forms.zohopublic.com/senecafinancialsolutions/form/RASKMedia/formperma/MWnob0ApZdmfsMwLb0L5Rq4ZnGnse9Pg3lWdFUdmjZM

    ~~ Resources you'll love ~~


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2777 no     Dubber's (DUB) missing millions, Costco (COST) is amazing, starting an SMSF & dollar-cost averaging into Super https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Dubber (ASX: DUB) hits the skids... big time, and Motley Fool Australia's Ryan Newman joins us to fill us in. And (finally!) Owen actually answers the question: What's the best supermarket you can buy shares in?  On this weekend's instalment of "2 Sense" on the Australian Investors Podcast, financial adviser Drew Meredith, CFP and Chief Investment Officer, Owen Rask, take a look at dollar-cost averaging into Super with $27,500 in concessional contributions, the latest from Tattarang, small cap red flags and the pros of using an SMSF. Episode resources: Owen's Dubber report from Oct '22: https://www.raskmedia.com.au/2022/10/09/dubber-corp-ltd-asx-dub-share-price-is-in-a-bad-place/ Tattarang: https://www.tattarang.com/portfolio/ ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg  Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 01 Mar 2024 20:00:00 -0000 Dubber’s (DUB) missing millions, Costco (COST) is amazing, starting an SMSF & dollar-cost averaging into Super full Rask Motley Fool Australia Director of Research Ryan Newman dials us in on the latest from Dubber, which has reported that $26.6 million has gone missing and the CEO has stepped back from the role. Dubber (ASX: DUB) hits the skids... big time, and Motley Fool Australia's Ryan Newman joins us to fill us in. And (finally!) Owen actually answers the question: What's the best supermarket you can buy shares in?  On this weekend's instalment of "2 Sense" on the Australian Investors Podcast, financial adviser Drew Meredith, CFP and Chief Investment Officer, Owen Rask, take a look at dollar-cost averaging into Super with $27,500 in concessional contributions, the latest from Tattarang, small cap red flags and the pros of using an SMSF. Episode resources: Owen's Dubber report from Oct '22: https://www.raskmedia.com.au/2022/10/09/dubber-corp-ltd-asx-dub-share-price-is-in-a-bad-place/ Tattarang: https://www.tattarang.com/portfolio/ ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg  Learn more about your ad choices. Visit megaphone.fm/adchoices Dubber (ASX: DUB) hits the skids... big time, and Motley Fool Australia's Ryan Newman joins us to fill us in. And (finally!) Owen actually answers the question: What's the best supermarket you can buy shares in? 

    On this weekend's instalment of "2 Sense" on the Australian Investors Podcast, financial adviser Drew Meredith, CFP and Chief Investment Officer, Owen Rask, take a look at dollar-cost averaging into Super with $27,500 in concessional contributions, the latest from Tattarang, small cap red flags and the pros of using an SMSF.

    Episode resources:

    Owen's Dubber report from Oct '22: https://www.raskmedia.com.au/2022/10/09/dubber-corp-ltd-asx-dub-share-price-is-in-a-bad-place/

    Tattarang: https://www.tattarang.com/portfolio/

    ~~ Resources you'll love ~~

    Access Show Notes: https://bit.ly/R-notes

    Invest with Owen: https://bit.ly/R-invest

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg 

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3326 no     Passive income from ETFs: 3 ETFs profiled, tax & everything you need to know with Marc Jocum from Global X https://www.raskmedia.com.au/2024/02/28/best-passive-income-global-x-etfs/ On this Australian Investors Podcast, Owen Rask speaks with Global X's Marc Jocum about using ETFs for passive income. Marc steps us through 3 ETFs designed for income, how tax on ETFs works and how to analyse income ETFs. ETFs profiled include: AYLD, ZYAU, USTB Want an income webinar with that? 👉 Create a free Rask account to get notified: https://bit.ly/acc-income Global X website (all funds): https://bit.ly/gx-funds ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 28 Feb 2024 04:30:00 -0000 Passive income from ETFs: 3 ETFs profiled, tax & everything you need to know with Marc Jocum from Global X full Rask Global X's Marc Jocum steps us through 3 ETFs designed for income, how tax on ETFs works and how to analyse income ETFs. On this Australian Investors Podcast, Owen Rask speaks with Global X's Marc Jocum about using ETFs for passive income. Marc steps us through 3 ETFs designed for income, how tax on ETFs works and how to analyse income ETFs. ETFs profiled include: AYLD, ZYAU, USTB Want an income webinar with that? 👉 Create a free Rask account to get notified: https://bit.ly/acc-income Global X website (all funds): https://bit.ly/gx-funds ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices On this Australian Investors Podcast, Owen Rask speaks with Global X's Marc Jocum about using ETFs for passive income.

    Marc steps us through 3 ETFs designed for income, how tax on ETFs works and how to analyse income ETFs. ETFs profiled include: AYLD, ZYAU, USTB

    Want an income webinar with that? 👉 Create a free Rask account to get notified: https://bit.ly/acc-income

    Global X website (all funds): https://bit.ly/gx-funds

    ~~ Resources you'll love ~~


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3537 no     Owen's #1 SUPER... stock, 10% "guaranteed" returns & NASDAQ ETFs https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ What's the best supermarket you can buy shares in?  On this weekend's instalment of "2 Sense" on the Australian Investors Podcast, financial adviser Drew Meredith, CFP and Chief Investment Officer, Owen Rask, take a look the frenzy caused by the ABC 4 Corners "investigation" into Woolworths Group Ltd and Coles Group (ASX: COL).  The duo also dive into your questions.  ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg  Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 23 Feb 2024 20:00:00 -0000 Owen's #1 SUPER... stock, 10% "guaranteed" returns & NASDAQ ETFs full Rask A crackpot "journalism" investigation forces Owen and Drew to ask, 'what's the best supermarket?' What's the best supermarket you can buy shares in?  On this weekend's instalment of "2 Sense" on the Australian Investors Podcast, financial adviser Drew Meredith, CFP and Chief Investment Officer, Owen Rask, take a look the frenzy caused by the ABC 4 Corners "investigation" into Woolworths Group Ltd and Coles Group (ASX: COL).  The duo also dive into your questions.  ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg  Learn more about your ad choices. Visit megaphone.fm/adchoices What's the best supermarket you can buy shares in? 

    On this weekend's instalment of "2 Sense" on the Australian Investors Podcast, financial adviser Drew Meredith, CFP and Chief Investment Officer, Owen Rask, take a look the frenzy caused by the ABC 4 Corners "investigation" into Woolworths Group Ltd and Coles Group (ASX: COL). 

    The duo also dive into your questions. 

    ~~ Resources you'll love ~~

    Access Show Notes: https://bit.ly/R-notes

    Invest with Owen: https://bit.ly/R-invest

    Mortgage Broking: https://bit.ly/broke-rask

    Financial Planning: https://bit.ly/R-plan

    Property Coaching: https://bit.ly/R-P-coach

    100-point property checklist (PDF): https://bit.ly/prop-check

    Accounting with Grey Space: http://bit.ly/3DG5lWS

    Business Coaching: https://bit.ly/o-coach

    Ask a question: https://bit.ly/3QtiY00


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg 

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3655 no     How to actually grow wealthy, ft. Mike Kemp [LIVE replay] https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ The fantastic Mike Kemp joins Owen Rask on The Australian Investors Podcast to tell us why wealth creation is like a farm and how to grow wealthy over decades, not days.  Replay the LIVE show: https://www.youtube.com/watch?v=j8dVXU8YqZs ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg  Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 21 Feb 2024 04:04:15 -0000 How to actually grow wealthy, ft. Mike Kemp [LIVE replay] full Rask Mike Kemp joins Owen Rask to tell us why wealth creation is like a farm and how to grow wealthy over decades, not days. The fantastic Mike Kemp joins Owen Rask on The Australian Investors Podcast to tell us why wealth creation is like a farm and how to grow wealthy over decades, not days.  Replay the LIVE show: https://www.youtube.com/watch?v=j8dVXU8YqZs ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg  Learn more about your ad choices. Visit megaphone.fm/adchoices The fantastic Mike Kemp joins Owen Rask on The Australian Investors Podcast to tell us why wealth creation is like a farm and how to grow wealthy over decades, not days. 

    Replay the LIVE show: https://www.youtube.com/watch?v=j8dVXU8YqZs

    ~~ Resources you'll love ~~


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg 

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3770 no     Oh, my... PME sinks 20%, is $850,000 enough and Altium blasts off https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ On this weekend's instalment of the Australian Investors Podcast: Owen and Drew confront answer your questions on debt recycling, insurance bonds, long-term investing and more Is $850,000 enough to draw a good income? Pro Medicus Ltd (ASX: PME) sinks 12% (then a further 7%) Altium Limited (ASX: ALU) lands $68 CASH offer! Debt recycling v equity release Where's all the Japan ETFs? Is MMT really a good idea? Extra resources on the Bill Mitchell ep: https://billmitchell.org Jargon explained and presented in plain speak - https://www.3cr.org.au/radiommt YouTube playlist on MMT: https://www.youtube.com/playlist?list=PLMUzeMKhbl10X-XzH-6q4iU0Ysul7cC4c ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg  Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 16 Feb 2024 20:00:00 -0000 Oh, my... PME sinks 20%, is $850,000 enough and Altium blasts off full Rask Owen Rask and Drew Meredith are back answering your questions on The Australian Investors Podcast. On this weekend's instalment of the Australian Investors Podcast: Owen and Drew confront answer your questions on debt recycling, insurance bonds, long-term investing and more Is $850,000 enough to draw a good income? Pro Medicus Ltd (ASX: PME) sinks 12% (then a further 7%) Altium Limited (ASX: ALU) lands $68 CASH offer! Debt recycling v equity release Where's all the Japan ETFs? Is MMT really a good idea? Extra resources on the Bill Mitchell ep: https://billmitchell.org Jargon explained and presented in plain speak - https://www.3cr.org.au/radiommt YouTube playlist on MMT: https://www.youtube.com/playlist?list=PLMUzeMKhbl10X-XzH-6q4iU0Ysul7cC4c ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg  Learn more about your ad choices. Visit megaphone.fm/adchoices On this weekend's instalment of the Australian Investors Podcast:

    • Owen and Drew confront answer your questions on debt recycling, insurance bonds, long-term investing and more
    • Is $850,000 enough to draw a good income?
    • Pro Medicus Ltd (ASX: PME) sinks 12% (then a further 7%)
    • Altium Limited (ASX: ALU) lands $68 CASH offer!
    • Debt recycling v equity release
    • Where's all the Japan ETFs?
    • Is MMT really a good idea?


    Extra resources on the Bill Mitchell ep: https://billmitchell.org

    Jargon explained and presented in plain speak - https://www.3cr.org.au/radiommt

    YouTube playlist on MMT: https://www.youtube.com/playlist?list=PLMUzeMKhbl10X-XzH-6q4iU0Ysul7cC4c

    ~~ Resources you'll love ~~


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg 

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3491 no     Should Owen redraw equity to buy his farm? Chris Bates dives into equity release to buy shares or property https://www.raskmedia.com.au/podcasts/australian-property-podcast/ On this cross-posted Australian Investors Podcast, Australia's #1 Mortgage Broker ChrisBates sits down with OwenRask to discuss Owen's property goals and long-term wealth creation plan. Chris also explains the pros and cons of equity release, debtre cycling, side hustles v pay rises, and so much more.  This podcast originally appeared on Rask's Australian Property Podcast: https://www.raskmedia.com.au/podcasts/australian-property-podcast/ ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 14 Feb 2024 21:16:23 -0000 Should Owen redraw equity to buy his farm? Chris Bates dives into equity release to buy shares or property full Rask Australia's #1 Mortgage Broker Chris Bates sits down with Owen Rask to discuss his property goals and long-term wealth creation, while also explaining the pros and cons of equity release, debt recycling and so much more. On this cross-posted Australian Investors Podcast, Australia's #1 Mortgage Broker ChrisBates sits down with OwenRask to discuss Owen's property goals and long-term wealth creation plan. Chris also explains the pros and cons of equity release, debtre cycling, side hustles v pay rises, and so much more.  This podcast originally appeared on Rask's Australian Property Podcast: https://www.raskmedia.com.au/podcasts/australian-property-podcast/ ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices On this cross-posted Australian Investors Podcast, Australia's #1 Mortgage Broker ChrisBates sits down with OwenRask to discuss Owen's property goals and long-term wealth creation plan. Chris also explains the pros and cons of equity release, debtre cycling, side hustles v pay rises, and so much more. 

    This podcast originally appeared on Rask's Australian Property Podcast: https://www.raskmedia.com.au/podcasts/australian-property-podcast/

    ~~ Resources you'll love ~~


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2734 no     The next FANG, our worst ASX share investments of 2023 & the ETF bubble https://www.raskmedia.com.au/2024/02/10/the-next-fang-our-worst-asx-share-investments-of-2023-the-etf-bubble/ On this weekend's instalment of the Australian Investors Podcast: Owen and Drew confront their worst ASX investments of 2023 Drew shares his #1 ETF pick of 2024 (after so much success with FANG in 2022/2023) Plus, how to invest for kids, is cash dead money? And what about the ETF bubble?!  📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Amazon: https://bit.ly/kate-amazon ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 09 Feb 2024 20:00:00 -0000 The next FANG, our worst ASX share investments of 2023 & the ETF bubble full Rask Owen Rask and Drew Meredith, CFP are BACK for 2 Sense on The Australian Investors Podcast On this weekend's instalment of the Australian Investors Podcast: Owen and Drew confront their worst ASX investments of 2023 Drew shares his #1 ETF pick of 2024 (after so much success with FANG in 2022/2023) Plus, how to invest for kids, is cash dead money? And what about the ETF bubble?!  📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Amazon: https://bit.ly/kate-amazon ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices On this weekend's instalment of the Australian Investors Podcast:

    • Owen and Drew confront their worst ASX investments of 2023
    • Drew shares his #1 ETF pick of 2024 (after so much success with FANG in 2022/2023)
    • Plus, how to invest for kids, is cash dead money? And what about the ETF bubble?! 


    📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Amazon: https://bit.ly/kate-amazon

    ~~ Resources you'll love ~~


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3083 no     The debt ceiling isn't a real thing & how economics actually works, ft. Prof Bill Mitchell https://www.raskmedia.com.au/2024/02/07/why-the-us-debt-ceiling-isnt-a-real-thing-ft-professor-bill-mitchell/ The Australian Investors Podcast features Owen Rask and Drew Meredith, CFP interviewing Professor Bill Mitchell. William "Bill" Mitchell is a highly respected international economics teacher, founder of Modern Monetary Theory (MMT) and author of books like Macroeconomics (2019). Learn more at www.billmitchell.org Episode Resources: Bill Mitchell's book and website: www.billmitchell.org ~ Resources ~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach Property checklist (PDF): https://bit.ly/prop-check Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 07 Feb 2024 04:57:00 -0000 The debt ceiling isn't a real thing & how economics actually works, ft. Prof Bill Mitchell full Rask Professor Bill Mitchell is considered the father of modern economics, having written multiple books on topics like Modern Monetary Theory (MMT). The Australian Investors Podcast features Owen Rask and Drew Meredith, CFP interviewing Professor Bill Mitchell. William "Bill" Mitchell is a highly respected international economics teacher, founder of Modern Monetary Theory (MMT) and author of books like Macroeconomics (2019). Learn more at www.billmitchell.org Episode Resources: Bill Mitchell's book and website: www.billmitchell.org ~ Resources ~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach Property checklist (PDF): https://bit.ly/prop-check Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices The Australian Investors Podcast features Owen Rask and Drew Meredith, CFP interviewing Professor Bill Mitchell.

    William "Bill" Mitchell is a highly respected international economics teacher, founder of Modern Monetary Theory (MMT) and author of books like Macroeconomics (2019). Learn more at www.billmitchell.org

    Episode Resources:

    • Bill Mitchell's book and website: www.billmitchell.org

    ~ Resources ~


    WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2660 no     0️⃣1️⃣ The most powerful thing you can do is say "no" to things that are *good* but not *great* - Nick Crocker [The Countdown #1] https://www.raskmedia.com.au/2023/01/22/nick-crocker-blackbird-podcast/ Welcome to the FINALE of The Countdown series on The Australian Investors Podcast, where we have counted down the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! At #1, the top spot, and holding a special place in my (Owen) mind, is this conversation with Nick Crocker, a partner at Blackbird VC. While Joe Magyer's podcast, which came in at #2, was easily the most impactful on the community, this interview with Nick was the most impactful on me. It's probably because Nick and I spent 2 hours at the borderlands between starting and running a business that has impact, and identifying people who you can invest with to make their dream a reality. As a humble founder himself, Nick's backstory is very unique amongst guests of the show. As a result of his foundational experiences in business, journalism and music; plus his time spent at Australia's most recognisable venture capital firm, Blackbird VC, Nick brought uncommon concepts and wisdom to the show. And to me. You'll love this episode if you are passionate about the journey of entrepreneurship, the culture of business, team building, investing in early stage companies, and what it takes to succeed. Note: you can access the show notes and resources, and see that the full interview was first published 22nd of January 2023: https://www.raskmedia.com.au/2023/01/22/nick-crocker-blackbird-podcast/ Let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 02 Feb 2024 20:00:00 -0000 0️⃣1️⃣ The most powerful thing you can do is say "no" to things that are *good* but not *great* - Nick Crocker [The Countdown #1] full Rask This discussion with Nick Crocker was most the powerful of my - Owen - career (so far). Welcome to the FINALE of The Countdown series on The Australian Investors Podcast, where we have counted down the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! At #1, the top spot, and holding a special place in my (Owen) mind, is this conversation with Nick Crocker, a partner at Blackbird VC. While Joe Magyer's podcast, which came in at #2, was easily the most impactful on the community, this interview with Nick was the most impactful on me. It's probably because Nick and I spent 2 hours at the borderlands between starting and running a business that has impact, and identifying people who you can invest with to make their dream a reality. As a humble founder himself, Nick's backstory is very unique amongst guests of the show. As a result of his foundational experiences in business, journalism and music; plus his time spent at Australia's most recognisable venture capital firm, Blackbird VC, Nick brought uncommon concepts and wisdom to the show. And to me. You'll love this episode if you are passionate about the journey of entrepreneurship, the culture of business, team building, investing in early stage companies, and what it takes to succeed. Note: you can access the show notes and resources, and see that the full interview was first published 22nd of January 2023: https://www.raskmedia.com.au/2023/01/22/nick-crocker-blackbird-podcast/ Let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Welcome to the FINALE of The Countdown series on The Australian Investors Podcast, where we have counted down the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017!

    At #1, the top spot, and holding a special place in my (Owen) mind, is this conversation with Nick Crocker, a partner at Blackbird VC.

    While Joe Magyer's podcast, which came in at #2, was easily the most impactful on the community, this interview with Nick was the most impactful on me.

    It's probably because Nick and I spent 2 hours at the borderlands between starting and running a business that has impact, and identifying people who you can invest with to make their dream a reality.

    As a humble founder himself, Nick's backstory is very unique amongst guests of the show. As a result of his foundational experiences in business, journalism and music; plus his time spent at Australia's most recognisable venture capital firm, Blackbird VC, Nick brought uncommon concepts and wisdom to the show. And to me.

    You'll love this episode if you are passionate about the journey of entrepreneurship, the culture of business, team building, investing in early stage companies, and what it takes to succeed.

    Note: you can access the show notes and resources, and see that the full interview was first published 22nd of January 2023:

    https://www.raskmedia.com.au/2023/01/22/nick-crocker-blackbird-podcast/

    Let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask

    ~~ Resources you'll love ~~


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     5175 no     0️⃣2️⃣ Joe Magyer's masterclass in compounding, fascinations and buying a $1.10+ for $1 [The Countdown #2] https://www.raskmedia.com.au/2019/03/13/joe-magyer-on-the-australian-investors-podcast-full-interview-rask-hd/ Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! While this episode comes in at #2 for Owen, based on community impact, Joe was easily the #1 guest and had the most positive influence on followers of The Australian Investors Podcast. We believe his concise views on quality investing, return on invested capital, fishing where the fish are, frameworks for modern value investing, technology, unit economics and more, are the best Australia has seen over the past two decades. Note: you can access the show notes and resources, and see that the full interview was first published March 13th 2019: https://www.raskmedia.com.au/2019/03/13/joe-magyer-on-the-australian-investors-podcast-full-interview-rask-hd/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask In this episode, Joe describes his three fascinations in great detail, how he structures his team, valuation and loads more, including his favourite coffee spots in and around Melbourne and Sydney. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 31 Jan 2024 04:30:00 -0000 0️⃣2️⃣ Joe Magyer's masterclass in compounding, fascinations and buying a $1.10+ for $1 [The Countdown #2] full Rask Based on community impact, Joe was easily the #1 guest and influencer on followers of The Australian Investors Podcast. Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! While this episode comes in at #2 for Owen, based on community impact, Joe was easily the #1 guest and had the most positive influence on followers of The Australian Investors Podcast. We believe his concise views on quality investing, return on invested capital, fishing where the fish are, frameworks for modern value investing, technology, unit economics and more, are the best Australia has seen over the past two decades. Note: you can access the show notes and resources, and see that the full interview was first published March 13th 2019: https://www.raskmedia.com.au/2019/03/13/joe-magyer-on-the-australian-investors-podcast-full-interview-rask-hd/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask In this episode, Joe describes his three fascinations in great detail, how he structures his team, valuation and loads more, including his favourite coffee spots in and around Melbourne and Sydney. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017!

    While this episode comes in at #2 for Owen, based on community impact, Joe was easily the #1 guest and had the most positive influence on followers of The Australian Investors Podcast.

    We believe his concise views on quality investing, return on invested capital, fishing where the fish are, frameworks for modern value investing, technology, unit economics and more, are the best Australia has seen over the past two decades.

    Note: you can access the show notes and resources, and see that the full interview was first published March 13th 2019:

    https://www.raskmedia.com.au/2019/03/13/joe-magyer-on-the-australian-investors-podcast-full-interview-rask-hd/

    As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask

    In this episode, Joe describes his three fascinations in great detail, how he structures his team, valuation and loads more, including his favourite coffee spots in and around Melbourne and Sydney.

    ~~ Resources you'll love ~~


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3805 no     0️⃣3️⃣ Steve Sammartino on how to predict the future, farming and stocks, AI, and the importance of changing places to change your life [The Countdown #3] https://www.raskmedia.com.au/2023/07/12/steve-sammartino-future/ Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! At #3, a top three position, is Australia's leading futurist, a serial entrepreneur, speaker, TV host and wonderful human being, Steve Sammartino. Note: you can access the show notes and resources, and see that the full interview was first published July 12th 2023: https://www.raskmedia.com.au/2023/07/12/steve-sammartino-future/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask Steve's episode is about how to predict the future, what farming teaches us about the stock market, the rise of AI and super humans, his views on Tesla (controversial!) and why changing places will change your life. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 29 Jan 2024 04:30:00 -0000 0️⃣3️⃣ Steve Sammartino on how to predict the future, farming and stocks, AI, and the importance of changing places to change your life [The Countdown #3] full Rask Steve Sammartino is Australia's leading futurist. This was the highest energy Rask interview of all time. Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! At #3, a top three position, is Australia's leading futurist, a serial entrepreneur, speaker, TV host and wonderful human being, Steve Sammartino. Note: you can access the show notes and resources, and see that the full interview was first published July 12th 2023: https://www.raskmedia.com.au/2023/07/12/steve-sammartino-future/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask Steve's episode is about how to predict the future, what farming teaches us about the stock market, the rise of AI and super humans, his views on Tesla (controversial!) and why changing places will change your life. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017!

    At #3, a top three position, is Australia's leading futurist, a serial entrepreneur, speaker, TV host and wonderful human being, Steve Sammartino.

    Note: you can access the show notes and resources, and see that the full interview was first published July 12th 2023:

    https://www.raskmedia.com.au/2023/07/12/steve-sammartino-future/

    As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask

    Steve's episode is about how to predict the future, what farming teaches us about the stock market, the rise of AI and super humans, his views on Tesla (controversial!) and why changing places will change your life.

    ~~ Resources you'll love ~~


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     7543 no     0️⃣4️⃣ Money, mental health and how to get $100k invested. Glen James, founder and podcaster [The Countdown #4] https://www.raskmedia.com.au/2023/01/30/glen-james-podcast/ Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! At #4, narrowly missing out on a podium spot, is Glen James, founder of the podcast network My Millennial Money, former financial adviser and creator. Note: you can access the show notes and resources, and see that the full interview was first published January 30th 2023: https://www.raskmedia.com.au/2023/01/30/glen-james-podcast/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask This episode is about Glen's simple methods, repeated sustainably, to achieve success with money; mental health and its role in money, how to invest, getting to $100,000 and more, ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 26 Jan 2024 20:00:00 -0000 0️⃣4️⃣ Money, mental health and how to get $100k invested. Glen James, founder and podcaster [The Countdown #4] full Rask Narrowly missing out on a podium position, Owen speaks with Glen James is a multiple-time author, founder of the popular podcasting network and former financial adviser. Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! At #4, narrowly missing out on a podium spot, is Glen James, founder of the podcast network My Millennial Money, former financial adviser and creator. Note: you can access the show notes and resources, and see that the full interview was first published January 30th 2023: https://www.raskmedia.com.au/2023/01/30/glen-james-podcast/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask This episode is about Glen's simple methods, repeated sustainably, to achieve success with money; mental health and its role in money, how to invest, getting to $100,000 and more, ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017!

    At #4, narrowly missing out on a podium spot, is Glen James, founder of the podcast network My Millennial Money, former financial adviser and creator.

    Note: you can access the show notes and resources, and see that the full interview was first published January 30th 2023:

    https://www.raskmedia.com.au/2023/01/30/glen-james-podcast/

    As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask

    This episode is about Glen's simple methods, repeated sustainably, to achieve success with money; mental health and its role in money, how to invest, getting to $100,000 and more,

    ~~ Resources you'll love ~~


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3838 no     0️⃣5️⃣ History doesn't repeat. It rhymes - Dr Mike Kemp [The Countdown #5] https://www.raskmedia.com.au/2023/07/05/mike-kemp-ulysses-contract/ Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! At #5 is Dr Mike Kemp, multiple-time author, former analyst, speaker and student of history. Note: you can access the show notes and resources, and see that the full interview was first published July 5th 2023: https://www.raskmedia.com.au/2023/07/05/mike-kemp-ulysses-contract/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask This episode is about studying history, ignoring the siren songs of finance, creating a 'Mast' for long-term wealth, why investing is like farming, why AI could be the only way to play the game, and more. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 24 Jan 2024 06:20:18 -0000 0️⃣5️⃣ History doesn't repeat. It rhymes - Dr Mike Kemp [The Countdown #5] full Rask Michael Kemp is a national treasure of investing wisdom. He joined for a marathon of a conversation with Owen & Kate. Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! At #5 is Dr Mike Kemp, multiple-time author, former analyst, speaker and student of history. Note: you can access the show notes and resources, and see that the full interview was first published July 5th 2023: https://www.raskmedia.com.au/2023/07/05/mike-kemp-ulysses-contract/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask This episode is about studying history, ignoring the siren songs of finance, creating a 'Mast' for long-term wealth, why investing is like farming, why AI could be the only way to play the game, and more. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017!

    At #5 is Dr Mike Kemp, multiple-time author, former analyst, speaker and student of history.

    Note: you can access the show notes and resources, and see that the full interview was first published July 5th 2023:

    https://www.raskmedia.com.au/2023/07/05/mike-kemp-ulysses-contract/

    As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask

    This episode is about studying history, ignoring the siren songs of finance, creating a 'Mast' for long-term wealth, why investing is like farming, why AI could be the only way to play the game, and more.

    ~~ Resources you'll love ~~


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4855 no     0️⃣6️⃣ A mental models marathon with Peter Phan [The Countdown #6] https://www.raskmedia.com.au/2021/03/10/interview-peter-phan-castlereagh-equity/ Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! At #6 is Peter Phan, founder of Castlereagh Equity and lawyer. Note: you can access the show notes and resources, and see that the full interview was first published March 3rd, 2021: https://www.raskmedia.com.au/2021/03/10/interview-peter-phan-castlereagh-equity/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask This episode is about mental models, investing process, humility, valuations, probabilistic thinking and living a better life. It's the most epic and longest conversation we've shared on The Australian Investors Podcast. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 22 Jan 2024 04:30:00 -0000 0️⃣6️⃣ A mental models marathon with Peter Phan [The Countdown #6] full Rask 2.5 hours of epic life, business and investing wisdom from one of Australia's hidden investing talents. Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! At #6 is Peter Phan, founder of Castlereagh Equity and lawyer. Note: you can access the show notes and resources, and see that the full interview was first published March 3rd, 2021: https://www.raskmedia.com.au/2021/03/10/interview-peter-phan-castlereagh-equity/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask This episode is about mental models, investing process, humility, valuations, probabilistic thinking and living a better life. It's the most epic and longest conversation we've shared on The Australian Investors Podcast. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017!

    At #6 is Peter Phan, founder of Castlereagh Equity and lawyer.

    Note: you can access the show notes and resources, and see that the full interview was first published March 3rd, 2021:

    https://www.raskmedia.com.au/2021/03/10/interview-peter-phan-castlereagh-equity/

    As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask

    This episode is about mental models, investing process, humility, valuations, probabilistic thinking and living a better life. It's the most epic and longest conversation we've shared on The Australian Investors Podcast.

    ~~ Resources you'll love ~~


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     9449 no     0️⃣7️⃣ The ASX's 10 best companies - Intelligent Investor's Nathan Bell, CFA [The Countdown #7] https://www.raskmedia.com.au/2022/10/24/nathan-bell-intelligent-investor/ Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! At #7 is Nathan Bell, CFA, Head of Funds Management at Intelligent Investor and one of the most well-known investors in Australia. Note: you can access the show notes and resources, and see that the full interview was first published October 24th, 2022: https://www.raskmedia.com.au/2022/10/24/nathan-bell-intelligent-investor/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask This episode is about Nathan's story, value versus growth investing, what makes a 'great company' and why the ASX doesn't have that many, Nathan's process and philosophy, and how a thrifty childhood, failure and hard work eventually led him to the top job at Intelligent Investor. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 19 Jan 2024 20:00:00 -0000 0️⃣7️⃣ The ASX's 10 best companies - Intelligent Investor's Nathan Bell, CFA [The Countdown #7] full Rask Recorded via a scrappy Zoom connection. Easily one of the most genuine investing podcasts we've ever recorded. Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! At #7 is Nathan Bell, CFA, Head of Funds Management at Intelligent Investor and one of the most well-known investors in Australia. Note: you can access the show notes and resources, and see that the full interview was first published October 24th, 2022: https://www.raskmedia.com.au/2022/10/24/nathan-bell-intelligent-investor/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask This episode is about Nathan's story, value versus growth investing, what makes a 'great company' and why the ASX doesn't have that many, Nathan's process and philosophy, and how a thrifty childhood, failure and hard work eventually led him to the top job at Intelligent Investor. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017!

    At #7 is Nathan Bell, CFA, Head of Funds Management at Intelligent Investor and one of the most well-known investors in Australia.

    Note: you can access the show notes and resources, and see that the full interview was first published October 24th, 2022:

    https://www.raskmedia.com.au/2022/10/24/nathan-bell-intelligent-investor/

    As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask

    This episode is about Nathan's story, value versus growth investing, what makes a 'great company' and why the ASX doesn't have that many, Nathan's process and philosophy, and how a thrifty childhood, failure and hard work eventually led him to the top job at Intelligent Investor.

    ~~ Resources you'll love ~~


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     5050 no     0️⃣8️⃣ The Happiness Guy AKA Declan Edwards - Being happier with money [The Countdown #8] https://www.raskmedia.com.au/2023/07/24/declan-edwards-the-happiness-guy/ Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! At #8 is Declan Edwards AKA The Happiness Guy, talking with Rask's Kate Campbell. Note: you can access the show notes and resources, and see that the full interview was first published June 10th, 2023: https://www.raskmedia.com.au/2023/07/24/declan-edwards-the-happiness-guy/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask This episode is living a happier life with money and how to improve your day-to-day. It's a great episode for everyone to hear. It was published on July 24th, 2023 on The Australian Finance Podcast. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 17 Jan 2024 04:30:00 -0000 0️⃣8️⃣ The Happiness Guy AKA Declan Edwards - Being happier with money [The Countdown #8] full Rask Declan Edwards is one of the highest energy, highest positivity people operating in Australian finance. Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! At #8 is Declan Edwards AKA The Happiness Guy, talking with Rask's Kate Campbell. Note: you can access the show notes and resources, and see that the full interview was first published June 10th, 2023: https://www.raskmedia.com.au/2023/07/24/declan-edwards-the-happiness-guy/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask This episode is living a happier life with money and how to improve your day-to-day. It's a great episode for everyone to hear. It was published on July 24th, 2023 on The Australian Finance Podcast. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017!

    At #8 is Declan Edwards AKA The Happiness Guy, talking with Rask's Kate Campbell.

    Note: you can access the show notes and resources, and see that the full interview was first published June 10th, 2023:

    https://www.raskmedia.com.au/2023/07/24/declan-edwards-the-happiness-guy/

    As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask

    This episode is living a happier life with money and how to improve your day-to-day. It's a great episode for everyone to hear. It was published on July 24th, 2023 on The Australian Finance Podcast.

    ~~ Resources you'll love ~~


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2874 no     0️⃣9️⃣ Rebeka Morgan - Renos, building and property development for profit [The Countdown #9] https://www.raskmedia.com.au/2023/12/20/how-to-build-and-renovate-for-profit-with-buildhers-rebeka-morgan/ Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! At #9 is Rebeka Morgan and her conversation with Owen Rask and Amy Lunardi. Rebeka is a highly accomplished builder and property developer, with a community of over 120,000. Note: you can access the show notes and resources, and see that the full interview was first published December 12th, 2023 (although it was recorded a couple weeks earlier): https://www.raskmedia.com.au/2023/12/20/how-to-build-and-renovate-for-profit-with-buildhers-rebeka-morgan/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask This episode is about adding value to property, with everything from small renos to syndicates, the various professionals, and so on. It also briefly covers Rebeka's incredible story of founding Buildher. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 15 Jan 2024 04:30:00 -0000 0️⃣9️⃣ Rebeka Morgan - Renos, building and property development for profit [The Countdown #9] full Rask Rebeka Morgan is an accomplished educator, builder and developer, and runs Australia's biggest online property community. Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! At #9 is Rebeka Morgan and her conversation with Owen Rask and Amy Lunardi. Rebeka is a highly accomplished builder and property developer, with a community of over 120,000. Note: you can access the show notes and resources, and see that the full interview was first published December 12th, 2023 (although it was recorded a couple weeks earlier): https://www.raskmedia.com.au/2023/12/20/how-to-build-and-renovate-for-profit-with-buildhers-rebeka-morgan/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask This episode is about adding value to property, with everything from small renos to syndicates, the various professionals, and so on. It also briefly covers Rebeka's incredible story of founding Buildher. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017!

    At #9 is Rebeka Morgan and her conversation with Owen Rask and Amy Lunardi. Rebeka is a highly accomplished builder and property developer, with a community of over 120,000.

    Note: you can access the show notes and resources, and see that the full interview was first published December 12th, 2023 (although it was recorded a couple weeks earlier):

    https://www.raskmedia.com.au/2023/12/20/how-to-build-and-renovate-for-profit-with-buildhers-rebeka-morgan/

    As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask

    This episode is about adding value to property, with everything from small renos to syndicates, the various professionals, and so on. It also briefly covers Rebeka's incredible story of founding Buildher.

    ~~ Resources you'll love ~~


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3834 no     1️⃣0️⃣ Prof. Lawrence Cunningham - Berkshire after Buffett [The Countdown #10] https://www.raskmedia.com.au/2023/06/10/lawrence-cunningham-podcast/ Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! At #10 is Professor Lawrence Cunningham, author of Essays of Warren Buffett. Note: you can access the show notes and resources, and see that the full interview was first published June 10th, 2023 (although it was recorded months earlier): https://www.raskmedia.com.au/2023/06/10/lawrence-cunningham-podcast/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask This episode is about Warren Buffett’s advantage, why the Berkshire legal structure makes sense, corporate governance and the role shareholders play, Berkshire’s plan once Buffett is gone and how to sustainably learn over a lifetime. It was published on June 10, 2023 and became one of the most popular episodes of 2023. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Sat, 13 Jan 2024 05:04:37 -0000 1️⃣0️⃣ Prof. Lawrence Cunningham - Berkshire after Buffett [The Countdown #10] full Rask Author of the most popular Warren Buffett book of all time, Lawrence Cunningham’s episode comes in at #10. Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! At #10 is Professor Lawrence Cunningham, author of Essays of Warren Buffett. Note: you can access the show notes and resources, and see that the full interview was first published June 10th, 2023 (although it was recorded months earlier): https://www.raskmedia.com.au/2023/06/10/lawrence-cunningham-podcast/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask This episode is about Warren Buffett’s advantage, why the Berkshire legal structure makes sense, corporate governance and the role shareholders play, Berkshire’s plan once Buffett is gone and how to sustainably learn over a lifetime. It was published on June 10, 2023 and became one of the most popular episodes of 2023. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017!

    At #10 is Professor Lawrence Cunningham, author of Essays of Warren Buffett.

    Note: you can access the show notes and resources, and see that the full interview was first published June 10th, 2023 (although it was recorded months earlier):

    https://www.raskmedia.com.au/2023/06/10/lawrence-cunningham-podcast/

    As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask

    This episode is about Warren Buffett’s advantage, why the Berkshire legal structure makes sense, corporate governance and the role shareholders play, Berkshire’s plan once Buffett is gone and how to sustainably learn over a lifetime. It was published on June 10, 2023 and became one of the most popular episodes of 2023.

    ~~ Resources you'll love ~~


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3059 no     1️⃣1️⃣ Dave Gow - financial freedom on a low income, through property & ETFs [The Countdown #11] https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! Coming in at #11 is Dave Gow, author of Strong Money Australia. Note: you can access the show notes and resources, and see that the full interview was first published Dec 22, 2022: https://www.raskmedia.com.au/2022/12/05/buying-back-your-time-financial-freedom-lifestyle-design-with-strong-money-australia/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask Dave's episode is about mindset, personal growth, wealth creation through humility and putting your future self first. It was published on Dec 22, 2022 and became one of the most popular episodes of 2023. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 10 Jan 2024 04:30:00 -0000 1️⃣1️⃣ Dave Gow - financial freedom on a low income, through property & ETFs [The Countdown #11] full Rask Dave Gow self published and sold over 10,000 books on financial independence in Australia. His book was an Amazon best seller for retirement around this time of this recording, Dec 22, 2022. Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! Coming in at #11 is Dave Gow, author of Strong Money Australia. Note: you can access the show notes and resources, and see that the full interview was first published Dec 22, 2022: https://www.raskmedia.com.au/2022/12/05/buying-back-your-time-financial-freedom-lifestyle-design-with-strong-money-australia/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask Dave's episode is about mindset, personal growth, wealth creation through humility and putting your future self first. It was published on Dec 22, 2022 and became one of the most popular episodes of 2023. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017!

    Coming in at #11 is Dave Gow, author of Strong Money Australia.

    Note: you can access the show notes and resources, and see that the full interview was first published Dec 22, 2022:

    https://www.raskmedia.com.au/2022/12/05/buying-back-your-time-financial-freedom-lifestyle-design-with-strong-money-australia/

    As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask

    Dave's episode is about mindset, personal growth, wealth creation through humility and putting your future self first. It was published on Dec 22, 2022 and became one of the most popular episodes of 2023.

    ~~ Resources you'll love ~~


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3003 no     1️⃣2️⃣ Matt Joass - rapid growth [The Countdown #12] https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! Coming in at #12 is Owen's interview with Matt Joass, founder and CIO of Maven Funds Management. Note: you can access notes and resources, and see that the full interview was first published Dec 6, 2019: https://www.raskmedia.com.au/2020/05/23/interview-with-maven-funds-founder-matt-joass-cfa/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask Matt's episode was all about identifying companies capable of rapid growth, inflection points, valuation, a little bit about AI and why he (Matt) moved into starting Maven Funds Management. It was first published on Dec 6, 2019. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 08 Jan 2024 04:30:00 -0000 1️⃣2️⃣ Matt Joass - rapid growth [The Countdown #12] full Rask Owen's interview with Matt Joass comes in at #12, being a highly impactful interview about identifying fast-growing companies at inflection points. Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! Coming in at #12 is Owen's interview with Matt Joass, founder and CIO of Maven Funds Management. Note: you can access notes and resources, and see that the full interview was first published Dec 6, 2019: https://www.raskmedia.com.au/2020/05/23/interview-with-maven-funds-founder-matt-joass-cfa/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask Matt's episode was all about identifying companies capable of rapid growth, inflection points, valuation, a little bit about AI and why he (Matt) moved into starting Maven Funds Management. It was first published on Dec 6, 2019. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017!

    Coming in at #12 is Owen's interview with Matt Joass, founder and CIO of Maven Funds Management.

    Note: you can access notes and resources, and see that the full interview was first published Dec 6, 2019:

    https://www.raskmedia.com.au/2020/05/23/interview-with-maven-funds-founder-matt-joass-cfa/

    As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask

    Matt's episode was all about identifying companies capable of rapid growth, inflection points, valuation, a little bit about AI and why he (Matt) moved into starting Maven Funds Management. It was first published on Dec 6, 2019.

    ~~ Resources you'll love ~~


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     5087 no     1️⃣3️⃣ Johnny Shapiro - where there's smoke, there's probably a fire - [The Countdown #13] https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! Coming in at #13 is Johnny Shapiro, a Senior Reporter (and now author) for the Australian Financial Review (AFR). Note: you can access the show notes and resources, and see that the full interview was first published Nov 15, 2018: https://www.raskmedia.com.au/2018/12/08/australian-investors-podcast-with-johnny-shapiro/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask Johnny's episode was about diving into the work of investigative journalists, story telling, liars, myths and deception. A key focus is the story of the bizarre business, Big Un Ltd (ASX: BIG). It was first published on Nov 15, 2018. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 05 Jan 2024 20:00:00 -0000 1️⃣3️⃣ Johnny Shapiro - where there's smoke, there's probably a fire - [The Countdown #13] full Rask At #13, we have the interview of Johnny Shapiro, Senior Reporter from the AFR, published in 2018. Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! Coming in at #13 is Johnny Shapiro, a Senior Reporter (and now author) for the Australian Financial Review (AFR). Note: you can access the show notes and resources, and see that the full interview was first published Nov 15, 2018: https://www.raskmedia.com.au/2018/12/08/australian-investors-podcast-with-johnny-shapiro/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask Johnny's episode was about diving into the work of investigative journalists, story telling, liars, myths and deception. A key focus is the story of the bizarre business, Big Un Ltd (ASX: BIG). It was first published on Nov 15, 2018. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017!

    Coming in at #13 is Johnny Shapiro, a Senior Reporter (and now author) for the Australian Financial Review (AFR).

    Note: you can access the show notes and resources, and see that the full interview was first published Nov 15, 2018:

    https://www.raskmedia.com.au/2018/12/08/australian-investors-podcast-with-johnny-shapiro/

    As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask

    Johnny's episode was about diving into the work of investigative journalists, story telling, liars, myths and deception. A key focus is the story of the bizarre business, Big Un Ltd (ASX: BIG). It was first published on Nov 15, 2018.

    ~~ Resources you'll love ~~


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3816 no     1️⃣4️⃣ Wayne Jones - high quality companies & people [The Countdown #14] https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! Coming in at #14 is Wayne Jones, founder and CIO of Ganes Capital Management. He was interviewed by former Rask analyst, Raymond Jang. Note: you can access the show notes and resources, and see that the full interview was first published November 17th, 2021: https://www.raskmedia.com.au/2021/11/17/interview-wayne-jones-ganes-capital-management-investing-wisdom/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask Wayne & Raymond's episode was all about finding the ASX's highest-quality companies, then holding on for as long as you can. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 03 Jan 2024 04:30:00 -0000 1️⃣4️⃣ Wayne Jones - high quality companies & people [The Countdown #14] full Rask At #14, we have the former Rask analyst Raymond Jang interviewing Ganes Capital's Wayne Jones about high quality ASX investing. First published November 17th, 2021. Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! Coming in at #14 is Wayne Jones, founder and CIO of Ganes Capital Management. He was interviewed by former Rask analyst, Raymond Jang. Note: you can access the show notes and resources, and see that the full interview was first published November 17th, 2021: https://www.raskmedia.com.au/2021/11/17/interview-wayne-jones-ganes-capital-management-investing-wisdom/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask Wayne & Raymond's episode was all about finding the ASX's highest-quality companies, then holding on for as long as you can. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017!

    Coming in at #14 is Wayne Jones, founder and CIO of Ganes Capital Management. He was interviewed by former Rask analyst, Raymond Jang.

    Note: you can access the show notes and resources, and see that the full interview was first published November 17th, 2021:

    https://www.raskmedia.com.au/2021/11/17/interview-wayne-jones-ganes-capital-management-investing-wisdom/

    As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask

    Wayne & Raymond's episode was all about finding the ASX's highest-quality companies, then holding on for as long as you can.

    ~~ Resources you'll love ~~


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4030 no     1️⃣5️⃣ Luke Trickett - staying in your lane [The Countdown #15] https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! Coming in at #15 is Luke Trickett, founder and CIO of The Blue Stamp Company. Note: you can access the show notes and resources, and see that the full interview was first published October 28th, 2020: https://www.raskmedia.com.au/2020/10/28/interview-luke-trickett-blue-stamp-company/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask Luke's episode was all about mindset, methods and personal achievement through focus and care. It was first published on October 28th, 2020. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 01 Jan 2024 04:30:00 -0000 1️⃣5️⃣ Luke Trickett - staying in your lane [The Countdown #15] full Rask At #15, we have Luke Trickett's episode. Luke's episode was all about mindset, methods and personal achievement through focus and care. It was first published on October 28th, 2020. Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! Coming in at #15 is Luke Trickett, founder and CIO of The Blue Stamp Company. Note: you can access the show notes and resources, and see that the full interview was first published October 28th, 2020: https://www.raskmedia.com.au/2020/10/28/interview-luke-trickett-blue-stamp-company/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask Luke's episode was all about mindset, methods and personal achievement through focus and care. It was first published on October 28th, 2020. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017!

    Coming in at #15 is Luke Trickett, founder and CIO of The Blue Stamp Company.

    Note: you can access the show notes and resources, and see that the full interview was first published October 28th, 2020:

    https://www.raskmedia.com.au/2020/10/28/interview-luke-trickett-blue-stamp-company/

    As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask

    Luke's episode was all about mindset, methods and personal achievement through focus and care. It was first published on October 28th, 2020.

    ~~ Resources you'll love ~~


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     5486 no     24 investment ideas for 2024 📈 Owen & Drew close their eyes and prayer (just kidding) https://www.raskmedia.com.au/2023/12/30/24-investment-ideas-for-2024-owen-drew-close-their-eyes-and-prayer-just-kidding/ On this fun and special episode of The Australian Investors Podcast, you will find a rare deviation from (nearly) insightful podcasting as Chief Investment Officer Owen Rask and Wattle Partners managing director Drew Meredith, CFP lay out 24 of their best investment ideas across shares, ETFs and personal finance hacks. Drew and Owen cover were tasked with finding 12 of their best ideas each, including: 4 personal finance / financial planning strategies 6 companies or ETFs 2 themes for the 2020s Investments mentioned in this podcast include CSL Limited (ASX: CSL), ResMed Inc (ASX: RMD), bond ETFs like iShares Core Composite Bond ETF (ASX: IAF), China, transition technologies and Challenger Group (ASX: CGF). There's a lot to like about this special episode of The Australian Investors Podcast. If you like it, or love it, don't forget to share it with a friend or subscribe. ~~ Resources you'll love ~~ Full show notes & more episodes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 29 Dec 2023 20:00:00 -0000 24 investment ideas for 2024 📈 Owen & Drew close their eyes and prayer (just kidding) full Rask In a rare deviation from (nearly) insightful podcasting, Owen Rask and Drew Meredith, CFP lay out 24 of their best investment ideas across shares, ETFs and personal finance hacks. On this fun and special episode of The Australian Investors Podcast, you will find a rare deviation from (nearly) insightful podcasting as Chief Investment Officer Owen Rask and Wattle Partners managing director Drew Meredith, CFP lay out 24 of their best investment ideas across shares, ETFs and personal finance hacks. Drew and Owen cover were tasked with finding 12 of their best ideas each, including: 4 personal finance / financial planning strategies 6 companies or ETFs 2 themes for the 2020s Investments mentioned in this podcast include CSL Limited (ASX: CSL), ResMed Inc (ASX: RMD), bond ETFs like iShares Core Composite Bond ETF (ASX: IAF), China, transition technologies and Challenger Group (ASX: CGF). There's a lot to like about this special episode of The Australian Investors Podcast. If you like it, or love it, don't forget to share it with a friend or subscribe. ~~ Resources you'll love ~~ Full show notes & more episodes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices On this fun and special episode of The Australian Investors Podcast, you will find a rare deviation from (nearly) insightful podcasting as Chief Investment Officer Owen Rask and Wattle Partners managing director Drew Meredith, CFP lay out 24 of their best investment ideas across shares, ETFs and personal finance hacks.

    Drew and Owen cover were tasked with finding 12 of their best ideas each, including:

    • 4 personal finance / financial planning strategies
    • 6 companies or ETFs
    • 2 themes for the 2020s


    Investments mentioned in this podcast include CSL Limited (ASX: CSL), ResMed Inc (ASX: RMD), bond ETFs like iShares Core Composite Bond ETF (ASX: IAF), China, transition technologies and Challenger Group (ASX: CGF).

    There's a lot to like about this special episode of The Australian Investors Podcast. If you like it, or love it, don't forget to share it with a friend or subscribe.


    ~~ Resources you'll love ~~


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2962 no     23 best investments of 2023, ft Kevin Fung 🚀 https://www.raskmedia.com.au/2023/12/27/23-best-investments-of-2023-ft-kevin-fung/ On this Australian Investors Podcast, Rask's Chief Investment Officer, Owen Rask, is joined by Senior Analyst Kevin Fung to discuss the best investments of 2023. If you're hoping to reflect on the: Best ASX shares of 2023 Top ETF performers Most attractive themes (e.g. AI), and Stellar US stocks This is a 'must listen' episode with Owen and Kevin. Some of the topics and investments discussed include: The rise of Artificial Intelligence (AI), in life, investing and the stock market Rask hikes and what it meant for stocks The fear (and opportunity) around Ozempic and Wegovy (i.e. semaglutide) Wildcat Resources (ASX: WC8) - the ASX's best performer of 2023 Chrysos Ltd (ASX: C79) and its bounce The blistering growth of NVIDIA (NASDAQ: NVIDIA) The bounce back from Meta Platforms Inc (NASDAQ: META) A return to the league tables for the Betashares Crypto Innovators ETF (ASX: CRYP) Reflections from Kevin's recent trip to China ~~ Resources you'll love ~~ Full show notes & more episodes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 26 Dec 2023 13:00:00 -0000 23 best investments of 2023, ft Kevin Fung 🚀 full Rask From the ASX to the NASDAQ and eveything in between. Rask's senior analyst Kevin Fung and Chief Investment Officer Owen Rask dive into the biggest and best performers of 2023. On this Australian Investors Podcast, Rask's Chief Investment Officer, Owen Rask, is joined by Senior Analyst Kevin Fung to discuss the best investments of 2023. If you're hoping to reflect on the: Best ASX shares of 2023 Top ETF performers Most attractive themes (e.g. AI), and Stellar US stocks This is a 'must listen' episode with Owen and Kevin. Some of the topics and investments discussed include: The rise of Artificial Intelligence (AI), in life, investing and the stock market Rask hikes and what it meant for stocks The fear (and opportunity) around Ozempic and Wegovy (i.e. semaglutide) Wildcat Resources (ASX: WC8) - the ASX's best performer of 2023 Chrysos Ltd (ASX: C79) and its bounce The blistering growth of NVIDIA (NASDAQ: NVIDIA) The bounce back from Meta Platforms Inc (NASDAQ: META) A return to the league tables for the Betashares Crypto Innovators ETF (ASX: CRYP) Reflections from Kevin's recent trip to China ~~ Resources you'll love ~~ Full show notes & more episodes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices On this Australian Investors Podcast, Rask's Chief Investment Officer, Owen Rask, is joined by Senior Analyst Kevin Fung to discuss the best investments of 2023.

    If you're hoping to reflect on the:

    • Best ASX shares of 2023
    • Top ETF performers
    • Most attractive themes (e.g. AI), and
    • Stellar US stocks

    This is a 'must listen' episode with Owen and Kevin.

    Some of the topics and investments discussed include:

    • The rise of Artificial Intelligence (AI), in life, investing and the stock market
    • Rask hikes and what it meant for stocks
    • The fear (and opportunity) around Ozempic and Wegovy (i.e. semaglutide)
    • Wildcat Resources (ASX: WC8) - the ASX's best performer of 2023
    • Chrysos Ltd (ASX: C79) and its bounce
    • The blistering growth of NVIDIA (NASDAQ: NVIDIA)
    • The bounce back from Meta Platforms Inc (NASDAQ: META)
    • A return to the league tables for the Betashares Crypto Innovators ETF (ASX: CRYP)
    • Reflections from Kevin's recent trip to China


    ~~ Resources you'll love ~~


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3403 no     FINALLY! How to convince your partner to save and invest, ft. Karen Eley https://www.raskmedia.com.au/2023/12/26/finally-how-to-convince-your-partner-to-save-and-invest-ft-karen-eley/ Karen Eley, founder of Women Talking Finance, is a financial adviser with 15 years experience, now money coach, who is an Australian leader in helping singles and couples with money. In this extremely insightful Christmas special, Owen Rask and Karen discuss: How to talk to your partner about money or investing Where our beliefs in money or investing come from The difference between being rational with money and actually having an outcome How a qualified money coach helps partners uncover differences with money Common issues faced by men and women in relationships How keeping money secret from your partner results in ruin ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 25 Dec 2023 13:00:00 -0000 FINALLY! How to convince your partner to save and invest, ft. Karen Eley full Rask Karen Eley is a financial adviser with 15 years experience, turn money coach, who is an Australian leader in helping singles and couples with money. Karen Eley, founder of Women Talking Finance, is a financial adviser with 15 years experience, now money coach, who is an Australian leader in helping singles and couples with money. In this extremely insightful Christmas special, Owen Rask and Karen discuss: How to talk to your partner about money or investing Where our beliefs in money or investing come from The difference between being rational with money and actually having an outcome How a qualified money coach helps partners uncover differences with money Common issues faced by men and women in relationships How keeping money secret from your partner results in ruin ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Karen Eley, founder of Women Talking Finance, is a financial adviser with 15 years experience, now money coach, who is an Australian leader in helping singles and couples with money.

    In this extremely insightful Christmas special, Owen Rask and Karen discuss:

    • How to talk to your partner about money or investing
    • Where our beliefs in money or investing come from
    • The difference between being rational with money and actually having an outcome
    • How a qualified money coach helps partners uncover differences with money
    • Common issues faced by men and women in relationships
    • How keeping money secret from your partner results in ruin


    ~~ Resources you'll love ~~


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4758 no     6 million downloads & the craziest headlines of 2023 https://www.raskmedia.com.au/2023/12/23/6-million-downloads-the-craziest-headlines-of-2023/ This week, Rask's Chief Investment Officer, Owen Rask, and Wattle Partners Managing Director, Drew Meredith, record the final 2 Sense episode on The Australian Investors Podcast - and it's a cracker. Drew and Owen cover: 6 million downloads across Rask ZIP Co Ltd (ASX: ZIP) - down 2% ytd  Dubber Corp (ASX: DUB) - down 68%, ouch Brainchip Ltd (ASX: BRN) - down 76%, yikes Why everyone got wrong in 2023 When to get a new financial adviser Our favourite private companies Their favourite thematics Is the Motley Fool's marketing the real deal? ~~ Resources you'll love ~~ Full show notes & more episodes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 22 Dec 2023 20:00:00 -0000 6 million downloads & the craziest headlines of 2023 full Rask Name 1 private company you WISH was public This week, Rask's Chief Investment Officer, Owen Rask, and Wattle Partners Managing Director, Drew Meredith, record the final 2 Sense episode on The Australian Investors Podcast - and it's a cracker. Drew and Owen cover: 6 million downloads across Rask ZIP Co Ltd (ASX: ZIP) - down 2% ytd  Dubber Corp (ASX: DUB) - down 68%, ouch Brainchip Ltd (ASX: BRN) - down 76%, yikes Why everyone got wrong in 2023 When to get a new financial adviser Our favourite private companies Their favourite thematics Is the Motley Fool's marketing the real deal? ~~ Resources you'll love ~~ Full show notes & more episodes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices This week, Rask's Chief Investment Officer, Owen Rask, and Wattle Partners Managing Director, Drew Meredith, record the final 2 Sense episode on The Australian Investors Podcast - and it's a cracker.

    Drew and Owen cover:

    • 6 million downloads across Rask
    • ZIP Co Ltd (ASX: ZIP) - down 2% ytd 
    • Dubber Corp (ASX: DUB) - down 68%, ouch
    • Brainchip Ltd (ASX: BRN) - down 76%, yikes
    • Why everyone got wrong in 2023
    • When to get a new financial adviser
    • Our favourite private companies
    • Their favourite thematics
    • Is the Motley Fool's marketing the real deal?


    ~~ Resources you'll love ~~


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3835 no     The world's biggest dividend machine | full interview with BHP CFO David Lamont https://www.raskmedia.com.au/2023/12/20/the-worlds-biggest-dividend-machine-full-interview-with-bhp-cfo-david-lamont/ BHP Group Ltd (ASX: BHP) has paid the biggest dividends of any company over the past 3 years. Think about all of those BHP franking credits! BHP's Chief Financial Officer David Lamont recently sat down with Rask's Chief Investment Officer Owen Rask to discuss: BHP's past, present and future The BHP capital allocation framework and acquisition criteria The major emerging commodity groups like potash and copper, and the opportunity within the existing segments of iron ore and coal Sustainability and more efficient mining practices What it takes move the dial at 'The Big Australian' David's combined lessons learned at CSL Limited (ASX: CSL) and BHP About David Lamont David has more than 30 years’ global financial experience working across a diverse range of industries, including mining. Prior to his appointment as BHP’s Chief Financial Officer (CFO) in December 2020, David was the CFO of ASX-listed global biotech company CSL Limited. He has also held the positions of CFO and Executive Director at Minerals and Metals Group and has previously served as CFO for several other multinational public companies, including OZ Minerals Limited (ASX: OZL), PaperlinX Limited (ASX: PPX) and Incitec Pivot Ltd (ASX: IPL). Learn more about BHP BHP annual reports: https://www.bhp.com/investors/annual-reporting David Lamont LinkedIn: https://www.linkedin.com/in/david-lamont-ba5b382a/?originalSubdomain=au Shareholder shareholder advocacy, and grow but joining the ASA https://www.australianshareholders.com.au/join-now/ ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 20 Dec 2023 04:30:00 -0000 The world's biggest dividend machine | full interview with BHP CFO David Lamont full Rask BHP Group's Chief Financial Officer David Lamont sat down with Chief Investment Officer Owen Rask to discuss BHP's past, present and future. BHP Group Ltd (ASX: BHP) has paid the biggest dividends of any company over the past 3 years. Think about all of those BHP franking credits! BHP's Chief Financial Officer David Lamont recently sat down with Rask's Chief Investment Officer Owen Rask to discuss: BHP's past, present and future The BHP capital allocation framework and acquisition criteria The major emerging commodity groups like potash and copper, and the opportunity within the existing segments of iron ore and coal Sustainability and more efficient mining practices What it takes move the dial at 'The Big Australian' David's combined lessons learned at CSL Limited (ASX: CSL) and BHP About David Lamont David has more than 30 years’ global financial experience working across a diverse range of industries, including mining. Prior to his appointment as BHP’s Chief Financial Officer (CFO) in December 2020, David was the CFO of ASX-listed global biotech company CSL Limited. He has also held the positions of CFO and Executive Director at Minerals and Metals Group and has previously served as CFO for several other multinational public companies, including OZ Minerals Limited (ASX: OZL), PaperlinX Limited (ASX: PPX) and Incitec Pivot Ltd (ASX: IPL). Learn more about BHP BHP annual reports: https://www.bhp.com/investors/annual-reporting David Lamont LinkedIn: https://www.linkedin.com/in/david-lamont-ba5b382a/?originalSubdomain=au Shareholder shareholder advocacy, and grow but joining the ASA https://www.australianshareholders.com.au/join-now/ ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices BHP Group Ltd (ASX: BHP) has paid the biggest dividends of any company over the past 3 years. Think about all of those BHP franking credits!

    BHP's Chief Financial Officer David Lamont recently sat down with Rask's Chief Investment Officer Owen Rask to discuss:

    • BHP's past, present and future
    • The BHP capital allocation framework and acquisition criteria
    • The major emerging commodity groups like potash and copper, and the opportunity within the existing segments of iron ore and coal
    • Sustainability and more efficient mining practices
    • What it takes move the dial at 'The Big Australian'
    • David's combined lessons learned at CSL Limited (ASX: CSL) and BHP


    About David Lamont

    David has more than 30 years’ global financial experience working across a diverse range of industries, including mining.

    Prior to his appointment as BHP’s Chief Financial Officer (CFO) in December 2020, David was the CFO of ASX-listed global biotech company CSL Limited. He has also held the positions of CFO and Executive Director at Minerals and Metals Group and has previously served as CFO for several other multinational public companies, including OZ Minerals Limited (ASX: OZL), PaperlinX Limited (ASX: PPX) and Incitec Pivot Ltd (ASX: IPL).

    Learn more about BHP

    • BHP annual reports: https://www.bhp.com/investors/annual-reporting
    • David Lamont LinkedIn: https://www.linkedin.com/in/david-lamont-ba5b382a/?originalSubdomain=au

    Shareholder shareholder advocacy, and grow but joining the ASA

    • https://www.australianshareholders.com.au/join-now/


    ~~ Resources you'll love ~~


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3440 no     Our #1 ASX bank stock & why bonds are taking flight https://www.raskmedia.com.au/2023/12/16/our-1-asx-bank-stock-why-bonds-are-taking-flight/ This week, Rask's Chief Investment Officer, Owen Rask, Wattle Partners Managing Director Drew Meredith revisit the news that Chemist Warehouse will launch into its ASX IPO, discuss the outlook for the ASX's top bank stocks and why wishing for too much dividend yield might be a mistake. Of course, they also answer your investing questions, covering: Is MyState (ASX: MYS) doomed to fail? Do more retirement scenarios! 1.5% dividend from the USA? Please, I want more! Would you do the CFA or CFP or something else? ~~ Resources you'll love ~~ Invest with Owen (register interest for 2024) Access show notes Mortgage Broking Financial Planning Property Coaching 100-point property checklist (PDF) Accounting with Grey Space Business Coaching Ask a question DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 15 Dec 2023 20:00:00 -0000 Our #1 ASX bank stock & why bonds are taking flight full Rask Owen Rask asks Drew Meredith, CFP for his #1 bank stock for the next 10 years... This week, Rask's Chief Investment Officer, Owen Rask, Wattle Partners Managing Director Drew Meredith revisit the news that Chemist Warehouse will launch into its ASX IPO, discuss the outlook for the ASX's top bank stocks and why wishing for too much dividend yield might be a mistake. Of course, they also answer your investing questions, covering: Is MyState (ASX: MYS) doomed to fail? Do more retirement scenarios! 1.5% dividend from the USA? Please, I want more! Would you do the CFA or CFP or something else? ~~ Resources you'll love ~~ Invest with Owen (register interest for 2024) Access show notes Mortgage Broking Financial Planning Property Coaching 100-point property checklist (PDF) Accounting with Grey Space Business Coaching Ask a question DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices This week, Rask's Chief Investment Officer, Owen Rask, Wattle Partners Managing Director Drew Meredith revisit the news that Chemist Warehouse will launch into its ASX IPO, discuss the outlook for the ASX's top bank stocks and why wishing for too much dividend yield might be a mistake.

    Of course, they also answer your investing questions, covering:

    • Is MyState (ASX: MYS) doomed to fail?
    • Do more retirement scenarios!
    • 1.5% dividend from the USA? Please, I want more!
    • Would you do the CFA or CFP or something else?


    ~~ Resources you'll love ~~


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2935 no     Shane Parrish - how to remember what you read, automatic rules, positioning and rituals https://www.raskmedia.com.au/2023/12/14/shane-parrish-how-to-remember-what-you-read-automatic-rules-positioning-and-rituals/ Shane Parrish was on my - Owen Rask - top 10 interview wish list to speak with. Here he is, appearing on the Rask network. Shane Parrish is a former spy, turn writer, student of life, blogger, author, podcast host and investor. His journey through life is twisted, random but also very deliberate. Today, Shane spends his time helping hundreds of thousands of people, including CEOs, professionals, founders, mums and dads, think and act better. Shane believes in, and champions, equality opportunity but not necessarily equal outcomes (since outcomes should be earned). Shane Parrish's biography Shane Parrish is an entrepreneur, investor, and the wisdom seeker behind the popular website Farnam Street where he writes about hidden insights that you can use in life and business. Parrish is a regular speaker and his work has been featured in places like The New York Times, The Wall Street Journal, and the Economist. His popular "Brain Food" newsletter is sent out to over 600k people each week and his podcast, The Knowledge Project, is one of the top in the world. Parrish’s popular online course, Decision by Design, has helped thousands of executives, leaders, and managers worldwide learn the repeatable behaviors that improve decision-making results in the real world. Episode resources Shane's book - Clear Thinking Website: fs.blog Blog: How to remember what you read Blog: getting into reading Tim Ferriss interview with Shane 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Amazon: https://bit.ly/kate-amazon ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 13 Dec 2023 05:57:00 -0000 Shane Parrish - how to remember what you read, automatic rules, positioning and rituals full Rask A top 10 wishlist guest for me. Shane Parrish joins me, Owen Rask. Shane Parrish was on my - Owen Rask - top 10 interview wish list to speak with. Here he is, appearing on the Rask network. Shane Parrish is a former spy, turn writer, student of life, blogger, author, podcast host and investor. His journey through life is twisted, random but also very deliberate. Today, Shane spends his time helping hundreds of thousands of people, including CEOs, professionals, founders, mums and dads, think and act better. Shane believes in, and champions, equality opportunity but not necessarily equal outcomes (since outcomes should be earned). Shane Parrish's biography Shane Parrish is an entrepreneur, investor, and the wisdom seeker behind the popular website Farnam Street where he writes about hidden insights that you can use in life and business. Parrish is a regular speaker and his work has been featured in places like The New York Times, The Wall Street Journal, and the Economist. His popular "Brain Food" newsletter is sent out to over 600k people each week and his podcast, The Knowledge Project, is one of the top in the world. Parrish’s popular online course, Decision by Design, has helped thousands of executives, leaders, and managers worldwide learn the repeatable behaviors that improve decision-making results in the real world. Episode resources Shane's book - Clear Thinking Website: fs.blog Blog: How to remember what you read Blog: getting into reading Tim Ferriss interview with Shane 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Amazon: https://bit.ly/kate-amazon ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Shane Parrish was on my - Owen Rask - top 10 interview wish list to speak with. Here he is, appearing on the Rask network.

    Shane Parrish is a former spy, turn writer, student of life, blogger, author, podcast host and investor. His journey through life is twisted, random but also very deliberate. Today, Shane spends his time helping hundreds of thousands of people, including CEOs, professionals, founders, mums and dads, think and act better.

    Shane believes in, and champions, equality opportunity but not necessarily equal outcomes (since outcomes should be earned).

    Shane Parrish's biography

    Shane Parrish is an entrepreneur, investor, and the wisdom seeker behind the popular website Farnam Street where he writes about hidden insights that you can use in life and business.

    Parrish is a regular speaker and his work has been featured in places like The New York Times, The Wall Street Journal, and the Economist. His popular "Brain Food" newsletter is sent out to over 600k people each week and his podcast, The Knowledge Project, is one of the top in the world.

    Parrish’s popular online course, Decision by Design, has helped thousands of executives, leaders, and managers worldwide learn the repeatable behaviors that improve decision-making results in the real world.

    Episode resources

    📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Amazon: https://bit.ly/kate-amazon

    ~~ Resources you'll love ~~


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2681 no     Chemist Warehouse IPO, and when to get financial advice https://www.raskmedia.com.au/2023/12/09/chemist-warehouse-ipo-and-when-to-get-financial-advice/ This week, Rask's Chief Investment Officer, Owen Rask, Wattle Partners Managing Director Drew Meredith dive into news from Perpetual Ltd (ASX: PPT) and Washington H. Soul Pattinson & Co. Ltd (ASX: SOL), how to do an in-specie transfer, and how short selling works. Of course, they also answer your investing questions, covering: What is short selling and why is Pilbara Minerals (ASX: PLS) a target? Can ETFs and index funds be the next CBA or CSL? Should I sell my jetski (yes)? When should I get financial advice? How can a 20-something invest? What is an in-specie transfer and how does it help? Disclosure: This podcast is sponsored by Betashares. 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Access show notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Betashares disclaimer: Betashares Capital Limited (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available through Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available atwww.betashares.com.au, and consider whether the product is right for you. Investments in Betashares Funds are subject to investment risk and the value of units may go up and down. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 08 Dec 2023 20:00:00 -0000 Chemist Warehouse IPO, and when to get financial advice full Rask Failed economist Dr Andrew Deremith and top 3 finfluencer Owen Rask are back to answer your investing questions. This week, Rask's Chief Investment Officer, Owen Rask, Wattle Partners Managing Director Drew Meredith dive into news from Perpetual Ltd (ASX: PPT) and Washington H. Soul Pattinson & Co. Ltd (ASX: SOL), how to do an in-specie transfer, and how short selling works. Of course, they also answer your investing questions, covering: What is short selling and why is Pilbara Minerals (ASX: PLS) a target? Can ETFs and index funds be the next CBA or CSL? Should I sell my jetski (yes)? When should I get financial advice? How can a 20-something invest? What is an in-specie transfer and how does it help? Disclosure: This podcast is sponsored by Betashares. 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Access show notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Betashares disclaimer: Betashares Capital Limited (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available through Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available atwww.betashares.com.au, and consider whether the product is right for you. Investments in Betashares Funds are subject to investment risk and the value of units may go up and down. Learn more about your ad choices. Visit megaphone.fm/adchoices This week, Rask's Chief Investment Officer, Owen Rask, Wattle Partners Managing Director Drew Meredith dive into news from Perpetual Ltd (ASX: PPT) and Washington H. Soul Pattinson & Co. Ltd (ASX: SOL), how to do an in-specie transfer, and how short selling works.

    Of course, they also answer your investing questions, covering:

    • What is short selling and why is Pilbara Minerals (ASX: PLS) a target?
    • Can ETFs and index funds be the next CBA or CSL?
    • Should I sell my jetski (yes)?
    • When should I get financial advice?
    • How can a 20-something invest?
    • What is an in-specie transfer and how does it help?


    Disclosure: This podcast is sponsored by Betashares.


    📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon.

    ~~ Resources you'll love ~~


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Betashares disclaimer: Betashares Capital Limited (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available through Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available atwww.betashares.com.au, and consider whether the product is right for you. Investments in Betashares Funds are subject to investment risk and the value of units may go up and down.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3386 no     How to invest in bonds & fixed income, ft. Cameron Gleeson https://www.raskmedia.com.au/2023/12/06/how-to-invest-in-bonds-fixed-income-ft-cameron-gleeson/ In this episode of The Australian Investors Podcast, Rask's Chief Investment Officer Owen Rask is talking with Betashares' Senior Investment Strategist CameronGleeson about all things fixed income and bonds. If you're interested in investing for passive income and retirement, this is a great episode to help you understand the essentials of investing in fixed income or bonds, whether through ETFs or otherwise. Cameron and Owen discuss: - Why are Australian investors in love with investment income? - Why is everyone talking about fixed income and bond ETFs? - What are the different types of bonds and credits available in Australia? - Should Australian share market investors be worried about falling dividends? - Looking ahead into 2024, what are the key economic trends investors should be watching? To learn more about Betashares, see these resources: Betashares website (including Betashares Direct) Cameron's free investment insights Disclosure: This podcast is sponsored by Betashares. 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Betashares disclaimer: Betashares Capital Limited (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available through Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available atwww.betashares.com.au, and consider whether the product is right for you. Investments in Betashares Funds are subject to investment risk and the value of units may go up and down. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 06 Dec 2023 04:30:00 -0000 How to invest in bonds & fixed income, ft. Cameron Gleeson full Rask In this episode of The Australian Investors Podcast, Rask's Chief Investment Officer Owen Rask is talking with Betashares' Senior Investment Strategist Cameron Gleeson about all things fixed income and bonds. In this episode of The Australian Investors Podcast, Rask's Chief Investment Officer Owen Rask is talking with Betashares' Senior Investment Strategist CameronGleeson about all things fixed income and bonds. If you're interested in investing for passive income and retirement, this is a great episode to help you understand the essentials of investing in fixed income or bonds, whether through ETFs or otherwise. Cameron and Owen discuss: - Why are Australian investors in love with investment income? - Why is everyone talking about fixed income and bond ETFs? - What are the different types of bonds and credits available in Australia? - Should Australian share market investors be worried about falling dividends? - Looking ahead into 2024, what are the key economic trends investors should be watching? To learn more about Betashares, see these resources: Betashares website (including Betashares Direct) Cameron's free investment insights Disclosure: This podcast is sponsored by Betashares. 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Betashares disclaimer: Betashares Capital Limited (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available through Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available atwww.betashares.com.au, and consider whether the product is right for you. Investments in Betashares Funds are subject to investment risk and the value of units may go up and down. Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of The Australian Investors Podcast, Rask's Chief Investment Officer Owen Rask is talking with Betashares' Senior Investment Strategist CameronGleeson about all things fixed income and bonds.

    If you're interested in investing for passive income and retirement, this is a great episode to help you understand the essentials of investing in fixed income or bonds, whether through ETFs or otherwise.

    Cameron and Owen discuss:

    - Why are Australian investors in love with investment income?

    - Why is everyone talking about fixed income and bond ETFs?

    - What are the different types of bonds and credits available in Australia?

    - Should Australian share market investors be worried about falling dividends?

    - Looking ahead into 2024, what are the key economic trends investors should be watching?


    To learn more about Betashares, see these resources:


    Disclosure: This podcast is sponsored by Betashares.


    📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon.

    ~~ Resources you'll love ~~


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Betashares disclaimer: Betashares Capital Limited (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available through Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available atwww.betashares.com.au, and consider whether the product is right for you. Investments in Betashares Funds are subject to investment risk and the value of units may go up and down.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2474 no     A one-legged arse kicking competition, Charlie Munger quotes & selling at a loss https://www.raskmedia.com.au/2023/12/02/a-one-legged-arse-kicking-competition-charlie-munger-quotes-selling-at-a-loss/ This week, Drew and Owen share their favourite Charlie Munger quotes, imagine they were 20 year olds with $200k, discuss Origin's takeover offer and how infrastructure spending impacts inflation. Of course, they also answer your investing questions, covering: - What to when your investment falls 20% - Collins Foods' KFC binging results - What to do when you're 20 - What is real dollar-cost-averaging (DCA)? - Cash dividends or reinvest? ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 01 Dec 2023 20:00:00 -0000 A one-legged arse kicking competition, Charlie Munger quotes & selling at a loss full Rask In this 2 Sense episode of The Australian Investors Podcast, Rask's Chief Investment Officer Owen Rask is back with Wattle Partners Managing Partner and Financial Adviser, Drew Meredith. This week, Drew and Owen share their favourite Charlie Munger quotes, imagine they were 20 year olds with $200k, discuss Origin's takeover offer and how infrastructure spending impacts inflation. Of course, they also answer your investing questions, covering: - What to when your investment falls 20% - Collins Foods' KFC binging results - What to do when you're 20 - What is real dollar-cost-averaging (DCA)? - Cash dividends or reinvest? ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices This week, Drew and Owen share their favourite Charlie Munger quotes, imagine they were 20 year olds with $200k, discuss Origin's takeover offer and how infrastructure spending impacts inflation.

    Of course, they also answer your investing questions, covering:

    - What to when your investment falls 20%

    - Collins Foods' KFC binging results

    - What to do when you're 20

    - What is real dollar-cost-averaging (DCA)?

    - Cash dividends or reinvest?

    ~~ Resources you'll love ~~


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3951 no     Profiting from AI & NASDAQ versus Asia, ft. Betashares' Tom Wickenden https://www.raskmedia.com.au/2023/11/30/profiting-from-ai-nasdaq-versus-asia-ft-betashares-tom-wickenden/ Artificial Intelligence (AI) is the buzzword of 2024, and - potentially - all of 2020s. In this episode of The Australian Investors Podcast, your host Owen Rask talks to Betashares' Tom Wickenden. Owen and Tom dive into American exceptionalism and why it's lead to ongoing earnings growth, whether Asian stocks are past the worst of their volatility, behavioural finance for ETF investors and how we can harness the value created by AI - without betting the house on one stock. To learn more about Betashares, see these resources: Betashares website (including Betashares Direct): https://www.betashares.com.au/ Tom's free investment insights: https://www.betashares.com.au/author/tom-wickenden/ Tom & Owen on Selfwealth LIVE Disclosure: This podcast is sponsored by Betashares. ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 RASK DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Betashares disclaimer Betashares Capital Limited (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available through Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available atwww.betashares.com.au, and consider whether the product is right for you. Investments in Betashares Funds are subject to investment risk and the value of units may go up and down. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 29 Nov 2023 22:56:00 -0000 Profiting from AI & NASDAQ versus Asia, ft. Betashares' Tom Wickenden full Rask Is AI just hype? Here's what NASDAQ investors need to know about American exceptionalism. Artificial Intelligence (AI) is the buzzword of 2024, and - potentially - all of 2020s. In this episode of The Australian Investors Podcast, your host Owen Rask talks to Betashares' Tom Wickenden. Owen and Tom dive into American exceptionalism and why it's lead to ongoing earnings growth, whether Asian stocks are past the worst of their volatility, behavioural finance for ETF investors and how we can harness the value created by AI - without betting the house on one stock. To learn more about Betashares, see these resources: Betashares website (including Betashares Direct): https://www.betashares.com.au/ Tom's free investment insights: https://www.betashares.com.au/author/tom-wickenden/ Tom & Owen on Selfwealth LIVE Disclosure: This podcast is sponsored by Betashares. ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 RASK DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Betashares disclaimer Betashares Capital Limited (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available through Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available atwww.betashares.com.au, and consider whether the product is right for you. Investments in Betashares Funds are subject to investment risk and the value of units may go up and down. Learn more about your ad choices. Visit megaphone.fm/adchoices Artificial Intelligence (AI) is the buzzword of 2024, and - potentially - all of 2020s. In this episode of The Australian Investors Podcast, your host Owen Rask talks to Betashares' Tom Wickenden.

    Owen and Tom dive into American exceptionalism and why it's lead to ongoing earnings growth, whether Asian stocks are past the worst of their volatility, behavioural finance for ETF investors and how we can harness the value created by AI - without betting the house on one stock.

    To learn more about Betashares, see these resources:


    Disclosure: This podcast is sponsored by Betashares.

    ~~ Resources you'll love ~~


    RASK DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Betashares disclaimer

    Betashares Capital Limited (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available through Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available atwww.betashares.com.au, and consider whether the product is right for you. Investments in Betashares Funds are subject to investment risk and the value of units may go up and down.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2941 no     OpenAI to destroy humanity (just kidding!), CBA & NVIDIA report, is he a real doctor & advice for a 20-year-old investor https://www.raskmedia.com.au/2023/11/25/cba-nvidia-report-is-he-a-real-doctor-advice-for-a-20-year-old-investor/ In this 2 Sense episode of The Australian Investors Podcast, Rask's Chief Investment Officer Owen Rask is back with WattlePartners Managing Partner and Financial Adviser, DrewMeredith. This week, Drew and Owen discuss results from Commonwealth Bank of Australia (ASX: CBA), NVIDIA, Telstra (ASX: TLS), the Origin Energy (ASX: ORG) debacle and much more. Of course, they also answer your investing questions. ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 24 Nov 2023 20:00:00 -0000 OpenAI to destroy humanity (just kidding!), CBA & NVIDIA report, is he a real doctor & advice for a 20-year-old investor full Rask Drew Meredith, CFP and Owen Rask are back for 2 Sense to talk about what's happening in markets, CBA's report and what's going on at OpenAI In this 2 Sense episode of The Australian Investors Podcast, Rask's Chief Investment Officer Owen Rask is back with WattlePartners Managing Partner and Financial Adviser, DrewMeredith. This week, Drew and Owen discuss results from Commonwealth Bank of Australia (ASX: CBA), NVIDIA, Telstra (ASX: TLS), the Origin Energy (ASX: ORG) debacle and much more. Of course, they also answer your investing questions. ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this 2 Sense episode of The Australian Investors Podcast, Rask's Chief Investment Officer Owen Rask is back with WattlePartners Managing Partner and Financial Adviser, DrewMeredith.

    This week, Drew and Owen discuss results from Commonwealth Bank of Australia (ASX: CBA), NVIDIA, Telstra (ASX: TLS), the Origin Energy (ASX: ORG) debacle and much more.

    Of course, they also answer your investing questions.

    ~~ Resources you'll love ~~


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3130 no     News Corp, GE Healthcare & Masterbrand: 3 "special situation" stocks with Jon Boyar https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Jonathan Boyar is the President of Boyar Research in New York, an analyst and long-term investor. He is acutely focused on special situations and companies offering long-term value. In this episode of The Australian Investors Podcast with Owen Rask, Jonathan Boyar walks us through three of his special situations in News Corp (NWSA), GE Healthcare (NASDAQ: GEHC) & Masterbrand (NYSE: MBC). Episode resources: Boyar Substack Newsletter Boyar Research website ~~ Resources you'll love ~~ Invest with Owen Mortgage Broking Financial Planning Property Coaching 100-point property checklist (PDF) Accounting with Grey Space Business Coaching Ask a question DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 22 Nov 2023 20:41:46 -0000 News Corp, GE Healthcare & Masterbrand: 3 "special situation" stocks with Jon Boyar full Rask Jonathan Boyar is a New York based special situations investor. He brings 3 innovative ideas to the table. Jonathan Boyar is the President of Boyar Research in New York, an analyst and long-term investor. He is acutely focused on special situations and companies offering long-term value. In this episode of The Australian Investors Podcast with Owen Rask, Jonathan Boyar walks us through three of his special situations in News Corp (NWSA), GE Healthcare (NASDAQ: GEHC) & Masterbrand (NYSE: MBC). Episode resources: Boyar Substack Newsletter Boyar Research website ~~ Resources you'll love ~~ Invest with Owen Mortgage Broking Financial Planning Property Coaching 100-point property checklist (PDF) Accounting with Grey Space Business Coaching Ask a question DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Jonathan Boyar is the President of Boyar Research in New York, an analyst and long-term investor. He is acutely focused on special situations and companies offering long-term value.

    In this episode of The Australian Investors Podcast with Owen Rask, Jonathan Boyar walks us through three of his special situations in News Corp (NWSA), GE Healthcare (NASDAQ: GEHC) & Masterbrand (NYSE: MBC).

    Episode resources:


    ~~ Resources you'll love ~~


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3020 no     How I built a $20 billion software compounder | WiseTech CEO Richard White https://www.raskmedia.com.au/2023/11/18/how-i-built-a-20-billion-software-compounder-richard-white-on-tech-culture-entrepreneurialism/ In this episode of The Australian Investors Podcast, Rask's Chief Investment Officer Owen Rask is joined by Richard White, CEO and founder of WiseTech Global Ltd (ASX: WTC) - one of Australia's most successful technology companies. If you own, or would own, WiseTech shares this podcast is required listening. In this podcast with WiseTech's Richard White, Owen & Richard cover: Richard's story growing up, and solving problems in the garage Getting a trade and becoming a problem solver Starting successful guitar repair and AV businesses The early days of software and how Richard taught himself WiseTech's inception and compounding in private markets The huge opportunity in logistics software Solving complexity with elegance WiseTech culture and the company's heavy investment in Australian engineering and technology WiseTech's acquisition criteria Memory and retention Episode resources: WiseTech ASX announcements Earn & Learn: get paid big bucks to study! ~~ Resources you'll love ~~ Invest with Owen Mortgage Broking Financial Planning Property Coaching 100-point property checklist (PDF) Accounting with Grey Space Business Coaching Ask a question DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 17 Nov 2023 20:00:00 -0000 How I built a $20 billion software compounder | WiseTech CEO Richard White full Rask How I built a $20 billion software compounder | Richard White on tech, culture & entrepreneurialism In this episode of The Australian Investors Podcast, Rask's Chief Investment Officer Owen Rask is joined by Richard White, CEO and founder of WiseTech Global Ltd (ASX: WTC) - one of Australia's most successful technology companies. If you own, or would own, WiseTech shares this podcast is required listening. In this podcast with WiseTech's Richard White, Owen & Richard cover: Richard's story growing up, and solving problems in the garage Getting a trade and becoming a problem solver Starting successful guitar repair and AV businesses The early days of software and how Richard taught himself WiseTech's inception and compounding in private markets The huge opportunity in logistics software Solving complexity with elegance WiseTech culture and the company's heavy investment in Australian engineering and technology WiseTech's acquisition criteria Memory and retention Episode resources: WiseTech ASX announcements Earn & Learn: get paid big bucks to study! ~~ Resources you'll love ~~ Invest with Owen Mortgage Broking Financial Planning Property Coaching 100-point property checklist (PDF) Accounting with Grey Space Business Coaching Ask a question DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of The Australian Investors Podcast, Rask's Chief Investment Officer Owen Rask is joined by Richard White, CEO and founder of WiseTech Global Ltd (ASX: WTC) - one of Australia's most successful technology companies.

    If you own, or would own, WiseTech shares this podcast is required listening.

    In this podcast with WiseTech's Richard White, Owen & Richard cover:

    1. Richard's story growing up, and solving problems in the garage
    2. Getting a trade and becoming a problem solver
    3. Starting successful guitar repair and AV businesses
    4. The early days of software and how Richard taught himself
    5. WiseTech's inception and compounding in private markets
    6. The huge opportunity in logistics software
    7. Solving complexity with elegance
    8. WiseTech culture and the company's heavy investment in Australian engineering and technology
    9. WiseTech's acquisition criteria
    10. Memory and retention


    Episode resources:

    WiseTech ASX announcements

    Earn & Learn: get paid big bucks to study!


    ~~ Resources you'll love ~~


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     5971 no     Senior Secured Loans (SSL) 2.0: still 'once in a generation?' Ft. Invesco's Ash O'Connor https://www.raskmedia.com.au/2023/11/15/senior-secured-loans-ssls/ After one of the most popular Australian Investors Podcast episodes of 2022, Ashley O’Connor is back. Ashley is an experienced equity and bond markets investor at Invesco. Ashley joins Owen Rask on The Australian Investors Podcast to talk about Senior Secured Loans (SSL) and what's changed in the past year, since Ash referred to SSLs as a 'once-in-a-generation' opportunity. Episode specific resources: Interview #1 with Ash: https://www.raskmedia.com.au/2022/12/05/ashley-oconnor-invesco/ Invesco & SSL fund website: https://www.invesco.com/au/en/funds/invesco-wholesale-senior-secured-income-fund.html Talking points with Invesco’s Ashley O’Connor What's the one investment you got totally wrong? What’s one investing belief or idea (e.g. ‘buy low, sell high’) that investors place way too much weight on?  In 2022 we spoke and you introduced the Rask audience to the idea of senior secured loans (SSLs). What has happened since? For listeners who are not familiar with SSLs, can you break it down for us? How have SSLs compared next to US treasuries in that time?  How do loans compare to, say, corporate bonds? In the event of default, what happens to SSLs across the credit stack? What credit metrics are assessed by the Invesco team? What would a typical analyst working on the SSL desk be looking at day-in, day-out?  Given the team uses both bottom-up and top-down, how are macro risks deflected? Are there industries you avoid? Market segments that are uninvestable?  Rates going up sounds good for floating rates, but doesn’t that mean higher defaults? Last year you called it a ‘once in a generation’ opportunity. Where does the current opportunity sit? I’d like to shift gears towards 3 names in the portfolio listeners might be familiar with. Can you walk us through businesses, what they do, how they make money, and metrics you have on their size?  What’s one book/podcast you wish you read/listened to earlier in your career? What’s been your best investment of all time? Resources you'll love Rask Invest - Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 15 Nov 2023 04:30:00 -0000 Senior Secured Loans (SSL) 2.0: still 'once in a generation?' Ft. Invesco's Ash O'Connor full Rask Ashley O'Connor from Invesco is back to talk Senior Secured Loans (SSL) 2.0. After one of the most popular Australian Investors Podcast episodes of 2022, Ashley O’Connor is back. Ashley is an experienced equity and bond markets investor at Invesco. Ashley joins Owen Rask on The Australian Investors Podcast to talk about Senior Secured Loans (SSL) and what's changed in the past year, since Ash referred to SSLs as a 'once-in-a-generation' opportunity. Episode specific resources: Interview #1 with Ash: https://www.raskmedia.com.au/2022/12/05/ashley-oconnor-invesco/ Invesco & SSL fund website: https://www.invesco.com/au/en/funds/invesco-wholesale-senior-secured-income-fund.html Talking points with Invesco’s Ashley O’Connor What's the one investment you got totally wrong? What’s one investing belief or idea (e.g. ‘buy low, sell high’) that investors place way too much weight on?  In 2022 we spoke and you introduced the Rask audience to the idea of senior secured loans (SSLs). What has happened since? For listeners who are not familiar with SSLs, can you break it down for us? How have SSLs compared next to US treasuries in that time?  How do loans compare to, say, corporate bonds? In the event of default, what happens to SSLs across the credit stack? What credit metrics are assessed by the Invesco team? What would a typical analyst working on the SSL desk be looking at day-in, day-out?  Given the team uses both bottom-up and top-down, how are macro risks deflected? Are there industries you avoid? Market segments that are uninvestable?  Rates going up sounds good for floating rates, but doesn’t that mean higher defaults? Last year you called it a ‘once in a generation’ opportunity. Where does the current opportunity sit? I’d like to shift gears towards 3 names in the portfolio listeners might be familiar with. Can you walk us through businesses, what they do, how they make money, and metrics you have on their size?  What’s one book/podcast you wish you read/listened to earlier in your career? What’s been your best investment of all time? Resources you'll love Rask Invest - Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices After one of the most popular Australian Investors Podcast episodes of 2022, Ashley O’Connor is back.

    Ashley is an experienced equity and bond markets investor at Invesco.

    Ashley joins Owen Rask on The Australian Investors Podcast to talk about Senior Secured Loans (SSL) and what's changed in the past year, since Ash referred to SSLs as a 'once-in-a-generation' opportunity.

    Episode specific resources:

    • Interview #1 with Ash: https://www.raskmedia.com.au/2022/12/05/ashley-oconnor-invesco/
    • Invesco & SSL fund website: https://www.invesco.com/au/en/funds/invesco-wholesale-senior-secured-income-fund.html

    Talking points with Invesco’s Ashley O’Connor

    What's the one investment you got totally wrong?

    What’s one investing belief or idea (e.g. ‘buy low, sell high’) that investors place way too much weight on? 

    In 2022 we spoke and you introduced the Rask audience to the idea of senior secured loans (SSLs). What has happened since?

    For listeners who are not familiar with SSLs, can you break it down for us?

    How have SSLs compared next to US treasuries in that time? 

    How do loans compare to, say, corporate bonds? In the event of default, what happens to SSLs across the credit stack?

    What credit metrics are assessed by the Invesco team? What would a typical analyst working on the SSL desk be looking at day-in, day-out? 

    Given the team uses both bottom-up and top-down, how are macro risks deflected? Are there industries you avoid? Market segments that are uninvestable? 

    Rates going up sounds good for floating rates, but doesn’t that mean higher defaults?

    Last year you called it a ‘once in a generation’ opportunity. Where does the current opportunity sit?

    I’d like to shift gears towards 3 names in the portfolio listeners might be familiar with. Can you walk us through businesses, what they do, how they make money, and metrics you have on their size? 

    What’s one book/podcast you wish you read/listened to earlier in your career?

    What’s been your best investment of all time?

    Resources you'll love


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2379 no     Inside Xero's result: Apple reports and rate rises are BACK https://www.raskmedia.com.au/2023/11/11/inside-xeros-result-apple-reports-and-rate-rises-are-back/ In this 2 Sense episode of The Australian Investors Podcast, Rask's Chief Investment Officer Owen Rask and Wattle Partners Managing Director Drew Meredith, CFP answer your questions and get to the bottom this week's Reserve Bank of Australia interest rate rise. Every week, Drew and Owen answer your questions as part of our laid back '2 Sense' episodes on The Australian Investors. Send us your questions! In this episode, Owen Rask & Drew Meredith cover: The RBA's rate rise and whether the RBA has any clue Xero Limited (ASX: XRO) results Apple Inc (NASDAQ: AAPL) results Is it worth investing in bonds? How to spice up your core + satellite portfolio Are Vanguard Australian Shares Index ETF (ASX: VAS) & Vanguard Msci Index International Shares Etf (ASX: VGS) worth it? Or should we invest in the top 100 only? Here's the image Owen was talking about: https://www.raskmedia.com.au/2023/11/11/inside-xeros-result-apple-reports-and-rate-rises-are-back/ Extra resources: Get Owen's Value Investor Program - $200 off! Use coupon code "deals-200" https://education.rask.com.au/courses/value-investor-program-course-with-equity-mates/ Resources you'll love Rask Invest - Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 10 Nov 2023 20:00:00 -0000 Inside Xero's result: Apple reports and rate rises are BACK full Rask Inside Xero's result: Apple reports and rate rises are BACK In this 2 Sense episode of The Australian Investors Podcast, Rask's Chief Investment Officer Owen Rask and Wattle Partners Managing Director Drew Meredith, CFP answer your questions and get to the bottom this week's Reserve Bank of Australia interest rate rise. Every week, Drew and Owen answer your questions as part of our laid back '2 Sense' episodes on The Australian Investors. Send us your questions! In this episode, Owen Rask & Drew Meredith cover: The RBA's rate rise and whether the RBA has any clue Xero Limited (ASX: XRO) results Apple Inc (NASDAQ: AAPL) results Is it worth investing in bonds? How to spice up your core + satellite portfolio Are Vanguard Australian Shares Index ETF (ASX: VAS) & Vanguard Msci Index International Shares Etf (ASX: VGS) worth it? Or should we invest in the top 100 only? Here's the image Owen was talking about: https://www.raskmedia.com.au/2023/11/11/inside-xeros-result-apple-reports-and-rate-rises-are-back/ Extra resources: Get Owen's Value Investor Program - $200 off! Use coupon code "deals-200" https://education.rask.com.au/courses/value-investor-program-course-with-equity-mates/ Resources you'll love Rask Invest - Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this 2 Sense episode of The Australian Investors Podcast, Rask's Chief Investment Officer Owen Rask and Wattle Partners Managing Director Drew Meredith, CFP answer your questions and get to the bottom this week's Reserve Bank of Australia interest rate rise.

    Every week, Drew and Owen answer your questions as part of our laid back '2 Sense' episodes on The Australian Investors. Send us your questions!

    In this episode, Owen Rask & Drew Meredith cover:

    1. The RBA's rate rise and whether the RBA has any clue
    2. Xero Limited (ASX: XRO) results
    3. Apple Inc (NASDAQ: AAPL) results
    4. Is it worth investing in bonds?
    5. How to spice up your core + satellite portfolio
    6. Are Vanguard Australian Shares Index ETF (ASX: VAS) & Vanguard Msci Index International Shares Etf (ASX: VGS) worth it? Or should we invest in the top 100 only?


    Here's the image Owen was talking about: https://www.raskmedia.com.au/2023/11/11/inside-xeros-result-apple-reports-and-rate-rises-are-back/

    Extra resources:

    Get Owen's Value Investor Program - $200 off! Use coupon code "deals-200"

    https://education.rask.com.au/courses/value-investor-program-course-with-equity-mates/

    Resources you'll love


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4249 no     Dicker Data (ASX:DDR): is this Australia's #1 dividend stock? Full interview with Founder David Dicker https://www.raskmedia.com.au/2023/11/08/dicker-data-asxddr-is-this-australias-1-dividend-stock/ The Dicker Data Ltd (ASX: DDR) share price is up an eye-watering 4,600% since its 20-cent IPO in 2011. And, this past year, DDR has paid quarterly dividends of 35.5 cents FULLY FRANKED! So, is Dicker Data the ASX's best dividend stock?  In this Australian Investors Podcast interview, your host and Rask Invest Chief Investment Officer, Owen Rask interviews David Dicker, the founder and Chairman of Dicker Data about: David Dicker's fascination with Ferrari -- the cars and the business. The earliest foundations of Dicker Data. What it takes to build a car, faster than many F1s, in under 10 years.  How Dicker Data can pay up to 100% of its profit back as dividends… And grow its business wicked fast.  Episode resources Dicker Data share price Rask Invest (register now) VIDEO VERSION: https://www.youtube.com/watch?v=l7JNzglh4go Resources you'll love Rask Invest - Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 08 Nov 2023 04:52:00 -0000 Dicker Data (ASX:DDR): is this Australia's #1 dividend stock? Full interview with Founder David Dicker full Rask David Dicker is into fast cars, Ferraris, technology and big dividends. The Dicker Data Ltd (ASX: DDR) share price is up an eye-watering 4,600% since its 20-cent IPO in 2011. And, this past year, DDR has paid quarterly dividends of 35.5 cents FULLY FRANKED! So, is Dicker Data the ASX's best dividend stock?  In this Australian Investors Podcast interview, your host and Rask Invest Chief Investment Officer, Owen Rask interviews David Dicker, the founder and Chairman of Dicker Data about: David Dicker's fascination with Ferrari -- the cars and the business. The earliest foundations of Dicker Data. What it takes to build a car, faster than many F1s, in under 10 years.  How Dicker Data can pay up to 100% of its profit back as dividends… And grow its business wicked fast.  Episode resources Dicker Data share price Rask Invest (register now) VIDEO VERSION: https://www.youtube.com/watch?v=l7JNzglh4go Resources you'll love Rask Invest - Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices The Dicker Data Ltd (ASX: DDR) share price is up an eye-watering 4,600% since its 20-cent IPO in 2011. And, this past year, DDR has paid quarterly dividends of 35.5 cents FULLY FRANKED!

    So, is Dicker Data the ASX's best dividend stock? 

    In this Australian Investors Podcast interview, your host and Rask Invest Chief Investment Officer, Owen Rask interviews David Dicker, the founder and Chairman of Dicker Data about:

    1. David Dicker's fascination with Ferrari -- the cars and the business.
    2. The earliest foundations of Dicker Data.
    3. What it takes to build a car, faster than many F1s, in under 10 years. 
    4. How Dicker Data can pay up to 100% of its profit back as dividends…
    5. And grow its business wicked fast. 


    Episode resources


    VIDEO VERSION: https://www.youtube.com/watch?v=l7JNzglh4go

    Resources you'll love


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4975 no     The GOLD standard: Why Owen uses Tikr and Drew's 5-point retiree checklist https://www.raskmedia.com.au/2023/11/04/the-gold-standard-why-owens-uses-tikr-and-drews-5-point-retiree-checklist/ In this 2 Sense episode of The Australian Investors Podcast, Rask's Chief Investment Officer Owen Rask and Wattle Partners Managing Director Drew Meredith, CFP answer your questions and get to the bottom this week's stock market news. Every week, Drew and Owen answer your questions as part of our laid back '2 Sense' episodes on The Australian Investors. Send us your questions! In this episode, Owen Rask & Drew Meredith cover: Drew's 5-point retiree 'spring clean' (see below) Why and how Owen uses Tikr for stock screening and fundamentals Will the USA return to the... GOLD STANDARD How to invest in private credit if you're a "retail investor" Is it time to sell US dollar positions and rebalance? The NASDAQ is up HOW MUCH?! Drew Meredith's 5-point retirement spring clean: Start a pension Check your TBC cap Review your asset allocation What are you getting on your cash? Recontribution or normal strategies to transition Resources you'll love Rask Invest - Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 ~~ Our amazing partners ~~ Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 03 Nov 2023 20:00:00 -0000 The GOLD standard: Why Owen uses Tikr and Drew's 5-point retiree checklist full Rask In this 2 Sense episode of The Australian Investors Podcast, Rask's Chief Investment Officer Owen Rask and Wattle Partners Managing Director Drew Meredith, CFP answer your questions and get to the bottom this week's stock market news. In this 2 Sense episode of The Australian Investors Podcast, Rask's Chief Investment Officer Owen Rask and Wattle Partners Managing Director Drew Meredith, CFP answer your questions and get to the bottom this week's stock market news. Every week, Drew and Owen answer your questions as part of our laid back '2 Sense' episodes on The Australian Investors. Send us your questions! In this episode, Owen Rask & Drew Meredith cover: Drew's 5-point retiree 'spring clean' (see below) Why and how Owen uses Tikr for stock screening and fundamentals Will the USA return to the... GOLD STANDARD How to invest in private credit if you're a "retail investor" Is it time to sell US dollar positions and rebalance? The NASDAQ is up HOW MUCH?! Drew Meredith's 5-point retirement spring clean: Start a pension Check your TBC cap Review your asset allocation What are you getting on your cash? Recontribution or normal strategies to transition Resources you'll love Rask Invest - Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 ~~ Our amazing partners ~~ Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this 2 Sense episode of The Australian Investors Podcast, Rask's Chief Investment Officer Owen Rask and Wattle Partners Managing Director Drew Meredith, CFP answer your questions and get to the bottom this week's stock market news.

    Every week, Drew and Owen answer your questions as part of our laid back '2 Sense' episodes on The Australian Investors. Send us your questions!

    In this episode, Owen Rask & Drew Meredith cover:

    1. Drew's 5-point retiree 'spring clean' (see below)
    2. Why and how Owen uses Tikr for stock screening and fundamentals
    3. Will the USA return to the... GOLD STANDARD
    4. How to invest in private credit if you're a "retail investor"
    5. Is it time to sell US dollar positions and rebalance?
    6. The NASDAQ is up HOW MUCH?!


    Drew Meredith's 5-point retirement spring clean:

    1. Start a pension
    2. Check your TBC cap
    3. Review your asset allocation
    4. What are you getting on your cash?
    5. Recontribution or normal strategies to transition

    Resources you'll love


    ~~ Our amazing partners ~~

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3079 no     The beauty of SAP & Intuit: 5 ways to identify high quality compounders, with Magellan's Ryan Joyce https://www.raskmedia.com.au/2023/11/01/sap-intuit-ryan-joyce-magellan/ What makes a company like Intuit Inc (NASDAQ: INTU) or SAP SE (ETR: SAP) a game-changer for investors? How can you identify these types of global compounders... in advance? Ryan Joyce is a portfolio manager at Magellan with a focus on financials and technology companies.  As part of the recent Australian Shareholders Association (ASA) Virtual Investor Summit, Ryan sat down with Owen Rask to talk about the Magellan investment, some high quality compounders and share a list of methods to find these special breed of companies. VIDEO VERSION: https://www.youtube.com/watch?v=Vp4Drnb3usQ Resources Magellan website ASK A QUESTION HERE Rask Invest - invest with Owen Rask Core 🌏 - DIY investing Financial planning Mortgage broking Join ASA Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 01 Nov 2023 04:30:00 -0000 The beauty of SAP & Intuit: 5 ways to identify high quality compounders, with Magellan's Ryan Joyce full Rask Ryan Joyce is a portfolio manager at Magellan with a focus on financials and technology companies. What makes a company like Intuit Inc (NASDAQ: INTU) or SAP SE (ETR: SAP) a game-changer for investors? How can you identify these types of global compounders... in advance? Ryan Joyce is a portfolio manager at Magellan with a focus on financials and technology companies.  As part of the recent Australian Shareholders Association (ASA) Virtual Investor Summit, Ryan sat down with Owen Rask to talk about the Magellan investment, some high quality compounders and share a list of methods to find these special breed of companies. VIDEO VERSION: https://www.youtube.com/watch?v=Vp4Drnb3usQ Resources Magellan website ASK A QUESTION HERE Rask Invest - invest with Owen Rask Core 🌏 - DIY investing Financial planning Mortgage broking Join ASA Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices What makes a company like Intuit Inc (NASDAQ: INTU) or SAP SE (ETR: SAP) a game-changer for investors? How can you identify these types of global compounders... in advance?

    Ryan Joyce is a portfolio manager at Magellan with a focus on financials and technology companies. 

    As part of the recent Australian Shareholders Association (ASA) Virtual Investor Summit, Ryan sat down with Owen Rask to talk about the Magellan investment, some high quality compounders and share a list of methods to find these special breed of companies.

    VIDEO VERSION: https://www.youtube.com/watch?v=Vp4Drnb3usQ

    Resources


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3563 no     Results blitz: WOW, KGN, GOOGL & MSFT; is hydrogen worth investing in? https://www.raskmedia.com.au/2023/10/28/results-blitz-wow-kgn-googl-is-hydrogen-worth-investing-in/ In this episode of The Australian Investors Podcast, Owen Rask and Drew Meredith, CFP answer your investing questions! With US results season underway, the duo have a blast covering results from US technology: Google / Alphabet Inc (NASDAQ: GOOGL) Microsoft Corp (NASDAQ: MSFT) Kogan.com Ltd (ASX: KGN) Woolworths Ltd (ASX: WOW) Plus, Drew and Owen tackle the question: will the RBA raise interest rates? And is Magellan Financial Group (ASX: MFG) starting to look cheap? Resources you'll love Rask Invest - Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 27 Oct 2023 20:00:00 -0000 Results blitz: WOW, KGN, GOOGL & MSFT; is hydrogen worth investing in? full Rask Drew and Owen tackle the question: will the RBA raise interest rates? And is Magellan Financial Group (ASX: MFG) starting to look cheap? In this episode of The Australian Investors Podcast, Owen Rask and Drew Meredith, CFP answer your investing questions! With US results season underway, the duo have a blast covering results from US technology: Google / Alphabet Inc (NASDAQ: GOOGL) Microsoft Corp (NASDAQ: MSFT) Kogan.com Ltd (ASX: KGN) Woolworths Ltd (ASX: WOW) Plus, Drew and Owen tackle the question: will the RBA raise interest rates? And is Magellan Financial Group (ASX: MFG) starting to look cheap? Resources you'll love Rask Invest - Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of The Australian Investors Podcast, Owen Rask and Drew Meredith, CFP answer your investing questions!

    With US results season underway, the duo have a blast covering results from US technology:

    1. Google / Alphabet Inc (NASDAQ: GOOGL)
    2. Microsoft Corp (NASDAQ: MSFT)
    3. Kogan.com Ltd (ASX: KGN)
    4. Woolworths Ltd (ASX: WOW)


    Plus, Drew and Owen tackle the question: will the RBA raise interest rates? And is Magellan Financial Group (ASX: MFG) starting to look cheap?

    Resources you'll love


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    ~~ Our amazing partners ~~

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3556 no     You have 4,000 weeks: How to use time, with Oliver Burkeman https://www.raskmedia.com.au/2023/05/15/four-thousand-weeks-time-and-how-to-use-it-with-oliver-burkeman/ Sometimes to make time for what matters, we need to give things up. The average human lifespan is undoubtedly brief, but that doesn't mean we can't make the most of it. With approximately four thousand weeks on earth, if you live to 80, Oliver Burkeman shares his insights on improving our relationship with time and embracing the finite nature of our lives. Oliver joins Kate Campbell on the show to talk about: ⏳ Why four thousand weeks? ⏳ How do we embrace the fact that our time is finite? ⏳ How to deal with procrastination in a digitally distracted world? ⏳ When can effort and inconvenience enrich our experiences? ⏳ How do you view the idea of balance, rest and work? Resources FREE ASA Virtual Event ticket (use "RASKCOMP" coupon): https://cis.eventsair.com/vis2023 Owen's investment checklist Wattle retirement event - Melbourne Resources you'll love Rask Invest - Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 26 Oct 2023 03:34:00 -0000 You have 4,000 weeks: How to use time, with Oliver Burkeman full Rask With approximately four thousand weeks on earth, if you live to 80, Oliver Burkeman shares his insights on improving our relationship with time and embracing the finite nature of our lives. Sometimes to make time for what matters, we need to give things up. The average human lifespan is undoubtedly brief, but that doesn't mean we can't make the most of it. With approximately four thousand weeks on earth, if you live to 80, Oliver Burkeman shares his insights on improving our relationship with time and embracing the finite nature of our lives. Oliver joins Kate Campbell on the show to talk about: ⏳ Why four thousand weeks? ⏳ How do we embrace the fact that our time is finite? ⏳ How to deal with procrastination in a digitally distracted world? ⏳ When can effort and inconvenience enrich our experiences? ⏳ How do you view the idea of balance, rest and work? Resources FREE ASA Virtual Event ticket (use "RASKCOMP" coupon): https://cis.eventsair.com/vis2023 Owen's investment checklist Wattle retirement event - Melbourne Resources you'll love Rask Invest - Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Sometimes to make time for what matters, we need to give things up.

    The average human lifespan is undoubtedly brief, but that doesn't mean we can't make the most of it. With approximately four thousand weeks on earth, if you live to 80, Oliver Burkeman shares his insights on improving our relationship with time and embracing the finite nature of our lives.

    Oliver joins Kate Campbell on the show to talk about:

    ⏳ Why four thousand weeks?

    ⏳ How do we embrace the fact that our time is finite?

    ⏳ How to deal with procrastination in a digitally distracted world?

    ⏳ When can effort and inconvenience enrich our experiences?

    ⏳ How do you view the idea of balance, rest and work?

    Resources

    Resources you'll love


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    ~~ Our amazing partners ~~

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2560 no     ResMed and CSL are cheap, offset vs. bonds, Tesla's cyber truck is coming & how to find growth stocks https://www.raskmedia.com.au/2023/10/21/resmed-asx-csl-shares/ Will Ozempic sink ResMed Inc (ASX: RMD) and CSL Limited (ASX: CSL)? Will Tesla's Cyber Truck come to Australia? Your Australian Investors Podcast 2 Sense hosts, Owen Rask and Drew Meredith, tackle your questions on topics like: Drew and Owen's #1 piece of advice for peeps in their 20s, 40s and 60s With war on the horizon, how do investors deal with uncertainty in the financial markets? Netflix's results How new investors can identify growth companies Offset or shares: should I pay down debt or buy shares? Fixed income or offset account: are bonds worth it? Resources FREE ASA Virtual Event ticket (use "RASKCOMP" coupon): https://cis.eventsair.com/vis2023 Owen's investment checklist Wattle retirement event - Melbourne ASK A QUESTION HERE Resources you'll love Rask Invest - Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 20 Oct 2023 20:00:00 -0000 ResMed and CSL are cheap, offset vs. bonds, Tesla's cyber truck is coming & how to find growth stocks full Rask Owen Rask and Owen Rask are back behind the mic, answering your questions. Will Ozempic sink ResMed Inc (ASX: RMD) and CSL Limited (ASX: CSL)? Will Tesla's Cyber Truck come to Australia? Your Australian Investors Podcast 2 Sense hosts, Owen Rask and Drew Meredith, tackle your questions on topics like: Drew and Owen's #1 piece of advice for peeps in their 20s, 40s and 60s With war on the horizon, how do investors deal with uncertainty in the financial markets? Netflix's results How new investors can identify growth companies Offset or shares: should I pay down debt or buy shares? Fixed income or offset account: are bonds worth it? Resources FREE ASA Virtual Event ticket (use "RASKCOMP" coupon): https://cis.eventsair.com/vis2023 Owen's investment checklist Wattle retirement event - Melbourne ASK A QUESTION HERE Resources you'll love Rask Invest - Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Will Ozempic sink ResMed Inc (ASX: RMD) and CSL Limited (ASX: CSL)? Will Tesla's Cyber Truck come to Australia?

    Your Australian Investors Podcast 2 Sense hosts, Owen Rask and Drew Meredith, tackle your questions on topics like:

    • Drew and Owen's #1 piece of advice for peeps in their 20s, 40s and 60s
    • With war on the horizon, how do investors deal with uncertainty in the financial markets?
    • Netflix's results
    • How new investors can identify growth companies
    • Offset or shares: should I pay down debt or buy shares?
    • Fixed income or offset account: are bonds worth it?


    Resources

    Resources you'll love


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    ~~ Our amazing partners ~~

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3246 no     Betashares: the $1 trillion ETF opportunity and rapid rise of one of Australia's most successful fund managers https://www.raskmedia.com.au/2023/10/18/betashares-ilan-israelstam/ Ilan Israelstam is a co-founder and chief commercial officer of Betashares, one of Australia's largest and fastest growing fund managers.  For years, I -- Owen Rask -- have admired the way Ilan and Betashares go about serving (now) over 1 million investors throughout Australia.  WATCH THE VIDEO That's why I was thrilled to have the opportunity to talk with Ilan on The Australian Investors Podcast about the rise and rise and rise of the Australian ETF industry, how to start and scale a hyper-successful business, being okay with being bold in business, identifying emerging industry opportunities and developing a culture to execute.  In addition to talking about everything to do with ETFs and financial services, Ilan shares some of his knowledge on how he structures a day, develops routine, takes notes and tries to live a balanced life -- even while running a scale up. Please note: Betashares is a long-term sponsor of The Australian Investors Podcast. As a result, this is a "sponsored" episode.  Episode resources: Latest ETF Review ETF course Website Instagram LinkedIn Resources Wattle retirement event ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 18 Oct 2023 05:26:00 -0000 Betashares: the $1 trillion ETF opportunity and rapid rise of one of Australia's most successful fund managers full Rask Can the Aussie ETF market reach $1 trillion? Ilan Israelstam is a co-founder and chief commercial officer of Betashares, one of Australia's largest and fastest growing fund managers. Ilan Israelstam is a co-founder and chief commercial officer of Betashares, one of Australia's largest and fastest growing fund managers.  For years, I -- Owen Rask -- have admired the way Ilan and Betashares go about serving (now) over 1 million investors throughout Australia.  WATCH THE VIDEO That's why I was thrilled to have the opportunity to talk with Ilan on The Australian Investors Podcast about the rise and rise and rise of the Australian ETF industry, how to start and scale a hyper-successful business, being okay with being bold in business, identifying emerging industry opportunities and developing a culture to execute.  In addition to talking about everything to do with ETFs and financial services, Ilan shares some of his knowledge on how he structures a day, develops routine, takes notes and tries to live a balanced life -- even while running a scale up. Please note: Betashares is a long-term sponsor of The Australian Investors Podcast. As a result, this is a "sponsored" episode.  Episode resources: Latest ETF Review ETF course Website Instagram LinkedIn Resources Wattle retirement event ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Ilan Israelstam is a co-founder and chief commercial officer of Betashares, one of Australia's largest and fastest growing fund managers. 

    For years, I -- Owen Rask -- have admired the way Ilan and Betashares go about serving (now) over 1 million investors throughout Australia. 

    WATCH THE VIDEO

    That's why I was thrilled to have the opportunity to talk with Ilan on The Australian Investors Podcast about the rise and rise and rise of the Australian ETF industry, how to start and scale a hyper-successful business, being okay with being bold in business, identifying emerging industry opportunities and developing a culture to execute. 

    In addition to talking about everything to do with ETFs and financial services, Ilan shares some of his knowledge on how he structures a day, develops routine, takes notes and tries to live a balanced life -- even while running a scale up.

    Please note: Betashares is a long-term sponsor of The Australian Investors Podcast. As a result, this is a "sponsored" episode. 

    Episode resources:

    Resources

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    ~~ Our amazing partners ~~

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2640 no     Making the case for investing in global bonds, with Arjun Vij Https://www.raskmedia.com.au/podcasts Arjun Vij is a portfolio manager for the J.P Morgan Asset Management Global Bond Fund, based out of Hong Kong. Arjun speaks with Owen about the current state of bonds around the world, why now could be a compelling time to invest in bonds, how the JPAM seeks to identify bond mispricings, and much more. This is a sponsored episode of The Australian Investors Podcast. Episode resources JPAM bond fund: https://am.jpmorgan.com/au/en/asset-management/adv/products/jpmorgan-global-bond-fund-class-a-units-au60per69121/ JPAM white paper: Investing for Fixed Income: https://am.jpmorgan.com/au/en/asset-management/adv/funds/in-focus/fixed-income/ Join ASA ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 13 Oct 2023 20:00:00 -0000 Making the case for investing in global bonds, with Arjun Vij full Rask Arjun Vij is a portfolio manager for the J.P Morgan Asset Management Global Bond Fund, based out of Hong Kong. He speaks with Owen about the current state of bonds around the world. Arjun Vij is a portfolio manager for the J.P Morgan Asset Management Global Bond Fund, based out of Hong Kong. Arjun speaks with Owen about the current state of bonds around the world, why now could be a compelling time to invest in bonds, how the JPAM seeks to identify bond mispricings, and much more. This is a sponsored episode of The Australian Investors Podcast. Episode resources JPAM bond fund: https://am.jpmorgan.com/au/en/asset-management/adv/products/jpmorgan-global-bond-fund-class-a-units-au60per69121/ JPAM white paper: Investing for Fixed Income: https://am.jpmorgan.com/au/en/asset-management/adv/funds/in-focus/fixed-income/ Join ASA ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Arjun Vij is a portfolio manager for the J.P Morgan Asset Management Global Bond Fund, based out of Hong Kong.

    Arjun speaks with Owen about the current state of bonds around the world, why now could be a compelling time to invest in bonds, how the JPAM seeks to identify bond mispricings, and much more.

    This is a sponsored episode of The Australian Investors Podcast.

    Episode resources


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    ~~ Our amazing partners ~~

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2549 no     Keeping companies accountable: we all have a part to play, ft. Fiona Balzer https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Fiona Balzer is a highly experienced equities analyst and corporate governance expert, overseeing so much of the work at The Australian Shareholders Association (ASA).  In this sponsored episode of The Australian Investors Podcast, Owen Rask talks with Fiona Balzer about her wonderful journey analysing stocks, real assets, "entrepreneurial companies", holding companies, investment banking and more. You'll love this episode if you want to understand why the more the world changes, the more it stays the same, and how to navigate a more complex and challenging world. Episode resources ASA Governance checklist - PDF Join Selfwealth Rask Events Roadshow: https://www.rask.com.au/road Join ASA ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 11 Oct 2023 04:30:00 -0000 Keeping companies accountable: we all have a part to play, ft. Fiona Balzer full Rask Fiona Balzer is a highly experienced equities analyst and corporate governance expert, overseeing so much of the work at The Australian Shareholders Association (ASA). Fiona Balzer is a highly experienced equities analyst and corporate governance expert, overseeing so much of the work at The Australian Shareholders Association (ASA).  In this sponsored episode of The Australian Investors Podcast, Owen Rask talks with Fiona Balzer about her wonderful journey analysing stocks, real assets, "entrepreneurial companies", holding companies, investment banking and more. You'll love this episode if you want to understand why the more the world changes, the more it stays the same, and how to navigate a more complex and challenging world. Episode resources ASA Governance checklist - PDF Join Selfwealth Rask Events Roadshow: https://www.rask.com.au/road Join ASA ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fiona Balzer is a highly experienced equities analyst and corporate governance expert, overseeing so much of the work at The Australian Shareholders Association (ASA). 

    In this sponsored episode of The Australian Investors Podcast, Owen Rask talks with Fiona Balzer about her wonderful journey analysing stocks, real assets, "entrepreneurial companies", holding companies, investment banking and more.

    You'll love this episode if you want to understand why the more the world changes, the more it stays the same, and how to navigate a more complex and challenging world.

    Episode resources


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    ~~ Our amazing partners ~~

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     5653 no     5 ASX shares to watch: NDQ, KGN, ABY, SOL & CTD https://www.youtube.com/watch?v=qmtp-rGbZyA While Owen is away in Bali, and Dr Andrew Meredith, ESQ takes a break from forecasting, we figured you'd love this: a deep dive into 5 ASX shares with Scott Phillips from TMF. Scott makes the case for Betashares NASDAQ 100 ETF (ASX:NDQ), Kogan.com Ltd (ASX: KGN), Adore Beauty Ltd (ASX: ABY), Washington H. Soul Pattinson & Co. Ltd (ASX: SOL), and Corporate Travel Management Ltd (ASX: CTD). Like the pod? Watch the live video: https://www.youtube.com/watch?v=qmtp-rGbZyA Full show notes for Rask Live: https://bit.ly/rask-live What is Rask LIVE? Rask Live is a weekly ASX investor education program, covering the latest in ASX shares, ETFs and US stock market ideas. Owen Rask also covers the latest in Australian property, behavioural economics, psychology and more.  Resources Wattle retirement event Take Owen's Survey ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 06 Oct 2023 20:00:00 -0000 5 ASX shares to watch: NDQ, KGN, ABY, SOL & CTD full Rask While Owen is away in Bali, we figured you'd love this: a deep dive into 5 ASX shares with Scott Phillips from TMF. While Owen is away in Bali, and Dr Andrew Meredith, ESQ takes a break from forecasting, we figured you'd love this: a deep dive into 5 ASX shares with Scott Phillips from TMF. Scott makes the case for Betashares NASDAQ 100 ETF (ASX:NDQ), Kogan.com Ltd (ASX: KGN), Adore Beauty Ltd (ASX: ABY), Washington H. Soul Pattinson & Co. Ltd (ASX: SOL), and Corporate Travel Management Ltd (ASX: CTD). Like the pod? Watch the live video: https://www.youtube.com/watch?v=qmtp-rGbZyA Full show notes for Rask Live: https://bit.ly/rask-live What is Rask LIVE? Rask Live is a weekly ASX investor education program, covering the latest in ASX shares, ETFs and US stock market ideas. Owen Rask also covers the latest in Australian property, behavioural economics, psychology and more.  Resources Wattle retirement event Take Owen's Survey ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices While Owen is away in Bali, and Dr Andrew Meredith, ESQ takes a break from forecasting, we figured you'd love this: a deep dive into 5 ASX shares with Scott Phillips from TMF.

    Scott makes the case for Betashares NASDAQ 100 ETF (ASX:NDQ), Kogan.com Ltd (ASX: KGN), Adore Beauty Ltd (ASX: ABY), Washington H. Soul Pattinson & Co. Ltd (ASX: SOL), and Corporate Travel Management Ltd (ASX: CTD).

    Like the pod? Watch the live video: https://www.youtube.com/watch?v=qmtp-rGbZyA

    Full show notes for Rask Live: https://bit.ly/rask-live

    What is Rask LIVE? Rask Live is a weekly ASX investor education program, covering the latest in ASX shares, ETFs and US stock market ideas. Owen Rask also covers the latest in Australian property, behavioural economics, psychology and more. 

    Resources

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    ~~ Our amazing partners ~~

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3676 no     Small caps: Harsh lessons & 2 ASX ideas from Sebastian Evans [3/3] https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In part 3/3 of the NAOS-sponsored mini series on The Australian Investors Podcast, Sebastian Evans dives into the NAOS Asset Management business, his harsh lessons learned and the opportunity in private companies. Sebastian also makes the case for Big River Industries Ltd (ASX: BRI), a construction distribution business, and MOVe Logistics Ltd (ASX: MOV), a logistics and supply chain company. FREE: NAOS investor roadshow: https://bit.ly/naos-road Don't forget to reach out to the NAOS team to learn more. Australian Investors Podcast resources Rask Events Roadshow: https://www.rask.com.au/road NAOS investor roadshow Join ASA ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 04 Oct 2023 04:30:00 -0000 Small caps: Harsh lessons & 2 ASX ideas from Sebastian Evans [3/3] full Rask Sebastian Evans explains what can go wrong in small caps and details the opportunity with MOVe Logistics Ltd (ASX: MOV) and Big River Industries Ltd (ASX: BRI). In part 3/3 of the NAOS-sponsored mini series on The Australian Investors Podcast, Sebastian Evans dives into the NAOS Asset Management business, his harsh lessons learned and the opportunity in private companies. Sebastian also makes the case for Big River Industries Ltd (ASX: BRI), a construction distribution business, and MOVe Logistics Ltd (ASX: MOV), a logistics and supply chain company. FREE: NAOS investor roadshow: https://bit.ly/naos-road Don't forget to reach out to the NAOS team to learn more. Australian Investors Podcast resources Rask Events Roadshow: https://www.rask.com.au/road NAOS investor roadshow Join ASA ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In part 3/3 of the NAOS-sponsored mini series on The Australian Investors Podcast, Sebastian Evans dives into the NAOS Asset Management business, his harsh lessons learned and the opportunity in private companies.

    Sebastian also makes the case for Big River Industries Ltd (ASX: BRI), a construction distribution business, and MOVe Logistics Ltd (ASX: MOV), a logistics and supply chain company.

    FREE: NAOS investor roadshow: https://bit.ly/naos-road

    Don't forget to reach out to the NAOS team to learn more.

    Australian Investors Podcast resources


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    ~~ Our amazing partners ~~

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1766 no     Small caps: Investment process & 2 ideas from Rob Miller [2/3] https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In part 2/3 of the NAOS-sponsored mini series on The Australian Investors Podcast, Rob Miller dives into the NAOS Asset Management investment process and what, exactly, the analyst team looks for when selecting private and public companies. Rob Miller dives into how the team invests and makes the case for Gentrack Ltd (ASX: GTK), a Kiwi software company, and MaxiParts Ltd (ASX: MXI), a trucks part distribution business. FREE: NAOS investor roadshow: https://bit.ly/naos-road Don't forget to reach out to the NAOS team to learn more. Australian Investors Podcast resources Rask Events Roadshow: https://www.rask.com.au/road NAOS investor roadshow Join ASA ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 03 Oct 2023 04:30:00 -0000 Small caps: Investment process & 2 ideas from Rob Miller [2/3] full Rask Rob Miller dives into how he invests and makes the case for Gentrack Ltd (ASX: GTK) and MaxiParts Ltd (ASX: MXI) In part 2/3 of the NAOS-sponsored mini series on The Australian Investors Podcast, Rob Miller dives into the NAOS Asset Management investment process and what, exactly, the analyst team looks for when selecting private and public companies. Rob Miller dives into how the team invests and makes the case for Gentrack Ltd (ASX: GTK), a Kiwi software company, and MaxiParts Ltd (ASX: MXI), a trucks part distribution business. FREE: NAOS investor roadshow: https://bit.ly/naos-road Don't forget to reach out to the NAOS team to learn more. Australian Investors Podcast resources Rask Events Roadshow: https://www.rask.com.au/road NAOS investor roadshow Join ASA ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In part 2/3 of the NAOS-sponsored mini series on The Australian Investors Podcast, Rob Miller dives into the NAOS Asset Management investment process and what, exactly, the analyst team looks for when selecting private and public companies.

    Rob Miller dives into how the team invests and makes the case for Gentrack Ltd (ASX: GTK), a Kiwi software company, and MaxiParts Ltd (ASX: MXI), a trucks part distribution business.

    FREE: NAOS investor roadshow: https://bit.ly/naos-road

    Don't forget to reach out to the NAOS team to learn more.

    Australian Investors Podcast resources


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    ~~ Our amazing partners ~~


    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1853 no     Small caps: Why & how to invest [part 1/3] https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In part 1/3 of the NAOS-sponsored mini series on The Australian Investors Podcast, Owen Rask provides an overview of what it takes to invest in small-cap companies in Australia. Whether you're looking to invest for yourself, in a fund, LIC or private companies, I hope you really enjoy this short episode! FREE: NAOS investor roadshow: https://bit.ly/naos-road Don't forget to reach out to the NAOS team to learn more. Australian Investors Podcast resources Rask Events Roadshow: https://www.rask.com.au/road NAOS investor roadshow Join ASA ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 02 Oct 2023 04:30:00 -0000 Small caps: Why & how to invest [part 1/3] full Rask In part 1 of 3 of our new mini series, Owen Rask takes you through the opportunity for investing in smaller companies in Australia. In part 1/3 of the NAOS-sponsored mini series on The Australian Investors Podcast, Owen Rask provides an overview of what it takes to invest in small-cap companies in Australia. Whether you're looking to invest for yourself, in a fund, LIC or private companies, I hope you really enjoy this short episode! FREE: NAOS investor roadshow: https://bit.ly/naos-road Don't forget to reach out to the NAOS team to learn more. Australian Investors Podcast resources Rask Events Roadshow: https://www.rask.com.au/road NAOS investor roadshow Join ASA ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In part 1/3 of the NAOS-sponsored mini series on The Australian Investors Podcast, Owen Rask provides an overview of what it takes to invest in small-cap companies in Australia.

    Whether you're looking to invest for yourself, in a fund, LIC or private companies, I hope you really enjoy this short episode!

    FREE: NAOS investor roadshow: https://bit.ly/naos-road

    Don't forget to reach out to the NAOS team to learn more.

    Australian Investors Podcast resources


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    ~~ Our amazing partners ~~

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1509 no     A 13-bagger on Pokemon cards, getting a job in finance, FIFO = FIRE early? https://www.raskmedia.com.au/2023/09/30/pokemon-cards/ What is your most unusual investment... ever? On this super bad episode of The Australian Investors Podcast, Owen Rask and Drew Meredith, CFP are BACK answering your questions. This week, the duo cover topics like: If you could only pick two rules, what are they? What are your most unusual investments ever? How can I switch careers from health to investment analyst? "Why is the world made for singles?!" How to transfer ETFs to your kids Resources TUESDAY IN SYDNEY! Use coupon code "sydney" for $20 tickets: Rask Events Roadshow Wattle retirement event Take Owen's Survey ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 29 Sep 2023 21:00:00 -0000 A 13-bagger on Pokemon cards, getting a job in finance, FIFO = FIRE early? full Rask Our most unusual investments & how to: get a job in finance. Finance bro Drew Meredith and finfluencer Owen Rask answer your investing questions. What is your most unusual investment... ever? On this super bad episode of The Australian Investors Podcast, Owen Rask and Drew Meredith, CFP are BACK answering your questions. This week, the duo cover topics like: If you could only pick two rules, what are they? What are your most unusual investments ever? How can I switch careers from health to investment analyst? "Why is the world made for singles?!" How to transfer ETFs to your kids Resources TUESDAY IN SYDNEY! Use coupon code "sydney" for $20 tickets: Rask Events Roadshow Wattle retirement event Take Owen's Survey ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices What is your most unusual investment... ever?

    On this super bad episode of The Australian Investors Podcast, Owen Rask and Drew Meredith, CFP are BACK answering your questions.

    This week, the duo cover topics like:

    1. If you could only pick two rules, what are they?
    2. What are your most unusual investments ever?
    3. How can I switch careers from health to investment analyst?
    4. "Why is the world made for singles?!"
    5. How to transfer ETFs to your kids


    Resources

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    ~~ Our amazing partners ~~

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3928 no     📚 Buying Happiness: Learn to invest your time and money better with Kate Campbell [CROSS POST] https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Do you want to invest your time and money better? Then listen to THIS episode. Owen Rask interviews host of The Australian Finance Podcast and brand new author, Kate Campbell, about her book, Buying Happiness: Learn to invest your time and money better. Kate discusses her journey into investing, why she wrote a book on money and happiness, how our community is boosting their happiness and some practical ways you can use your money and time to improve your life right now. 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. 🎟️ We're going on the road from September - October 2023; get your tickets here! *** Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 27 Sep 2023 05:00:00 -0000 📚 Buying Happiness: Learn to invest your time and money better with Kate Campbell [CROSS POST] full Rask Kate Campbell talks about her investing journey and her new book, Buying Happiness: Learn to invest your time and money better. Do you want to invest your time and money better? Then listen to THIS episode. Owen Rask interviews host of The Australian Finance Podcast and brand new author, Kate Campbell, about her book, Buying Happiness: Learn to invest your time and money better. Kate discusses her journey into investing, why she wrote a book on money and happiness, how our community is boosting their happiness and some practical ways you can use your money and time to improve your life right now. 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. 🎟️ We're going on the road from September - October 2023; get your tickets here! *** Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Do you want to invest your time and money better?

    Then listen to THIS episode.

    Owen Rask interviews host of The Australian Finance Podcast and brand new author, Kate Campbell, about her book, Buying Happiness: Learn to invest your time and money better.

    Kate discusses her journey into investing, why she wrote a book on money and happiness, how our community is boosting their happiness and some practical ways you can use your money and time to improve your life right now.

    📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon.

    🎟️ We're going on the road from September - October 2023; get your tickets here!

    ***

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    ~~ Our amazing partners ~~

    Download the free Investing in Gold report from Rush Gold

    Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2606     What marketing teaches us about markets, ft. Selfwealth's Rob Marfell https://youtu.be/fIbm38ZvVXE Robert Marfell is the Head of Content at Selfwealth, one of Australia's largest independent online brokers -- with over 120,000 active investors. For this episode of The Australian Investors Podcast, Rob Marfell and Owen Rask sit down to talk about what marketing can teach us about financial markets, the key challenges and barriers for people learning about finance, and what it takes for brands to stand out in the financial markets. This is also an "admin reveal"! Why? After years of running the Selfwealth LIVE program, Rob has never shown his face in true public form -- until now! Episode resources Join Selfwealth Rask Events Roadshow: https://www.rask.com.au/road Join ASA ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 25 Sep 2023 05:30:00 -0000 What marketing teaches us about markets, ft. Selfwealth's Rob Marfell full Rask Robert Marfell is the Head of Content at Selfwealth, one of Australia's largest independent online brokers -- with over 120,000 active investors. Robert Marfell is the Head of Content at Selfwealth, one of Australia's largest independent online brokers -- with over 120,000 active investors. For this episode of The Australian Investors Podcast, Rob Marfell and Owen Rask sit down to talk about what marketing can teach us about financial markets, the key challenges and barriers for people learning about finance, and what it takes for brands to stand out in the financial markets. This is also an "admin reveal"! Why? After years of running the Selfwealth LIVE program, Rob has never shown his face in true public form -- until now! Episode resources Join Selfwealth Rask Events Roadshow: https://www.rask.com.au/road Join ASA ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Robert Marfell is the Head of Content at Selfwealth, one of Australia's largest independent online brokers -- with over 120,000 active investors.

    For this episode of The Australian Investors Podcast, Rob Marfell and Owen Rask sit down to talk about what marketing can teach us about financial markets, the key challenges and barriers for people learning about finance, and what it takes for brands to stand out in the financial markets.

    This is also an "admin reveal"! Why? After years of running the Selfwealth LIVE program, Rob has never shown his face in true public form -- until now!

    Episode resources


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    ~~ Our amazing partners ~~

    Download the free Investing in Gold report from Rush Gold

    Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2619 no     SOL is a growth stock? Spaceship crash landing & the best investor I've met https://www.raskmedia.com.au/2023/09/23/asx-sol-whsp-best-investor/ This week on The Australian Investors Podcast's 2 Sense segment this week, financial planner Drew Deremith, CFP and investment adviser Owen Rask (that's me!) answer your questions and get to the bottom of the key questions. Sydney workshop: https://education.rask.com.au/product/sydney-workshop Roadshow events: https://www.raskmedia.com.au/roadshow/?utm_source=PODCAST Financial planning: https://www.raskmedia.com.au/financial-planning/ We air an interview with an Australian or international investing expert every Wednesday, and Q&A every Saturday! Subscribe below Resources Use coupon code "friend" or "friends": Rask Events Roadshow Wattle retirement event Take Owen's Survey ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 22 Sep 2023 21:00:00 -0000 SOL is a growth stock? Spaceship crash landing & the best investor I've met full Rask Up 42%, is Washington H. Soul Pattinson & Co. Ltd (ASX: SOL) a growth stock? Maybe, but probably not.  This week on The Australian Investors Podcast's 2 Sense segment this week, financial planner Drew Deremith, CFP and investment adviser Owen Rask (that's me!) answer your questions and get to the bottom of the key questions. Sydney workshop: https://education.rask.com.au/product/sydney-workshop Roadshow events: https://www.raskmedia.com.au/roadshow/?utm_source=PODCAST Financial planning: https://www.raskmedia.com.au/financial-planning/ We air an interview with an Australian or international investing expert every Wednesday, and Q&A every Saturday! Subscribe below Resources Use coupon code "friend" or "friends": Rask Events Roadshow Wattle retirement event Take Owen's Survey ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices This week on The Australian Investors Podcast's 2 Sense segment this week, financial planner Drew Deremith, CFP and investment adviser Owen Rask (that's me!) answer your questions and get to the bottom of the key questions.

    Sydney workshop: https://education.rask.com.au/product/sydney-workshop

    Roadshow events: https://www.raskmedia.com.au/roadshow/?utm_source=PODCAST

    Financial planning: https://www.raskmedia.com.au/financial-planning/

    We air an interview with an Australian or international investing expert every Wednesday, and Q&A every Saturday! Subscribe below

    Resources

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    ~~ Our amazing partners ~~

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3617 no     I write to know what I'm thinking | Life, mistakes, health & big picture investing | ft. John Addis, founder of Intelligent Investor https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ John Addis is the Founder of IntelligentInvestor, a brilliant writer, thinker and entrepreneur. John Addis's lessons are deep and vast, making this Australian Investors Podcast episode with OwenRask oh-so special. You'll L-O-V-E this episode if you love value investing, how to live an alternative life with meaning and purpose, the pitfalls of founding a company, Warren Buffett, what makes most great investors great writers, daily rituals to live by, and more. John Addis podcast talking points Aside from enjoying a G&T, what daily, weekly or yearly rituals do you practice and why? If any.   What’s something you believe about investing or business, that few people would agree with you on?  If you could grab a new investor by the shoulders and shake some sense into them, what would you say?  Related: what were the key learnings, failures or successes you experienced and can now reflect on?  Do you think Buffett is as good as everyone thinks? Why, why not?  Why is the learning curve for investing so steep? Behind the scenes at II, do you now spend more of your time teaching people to invest or to rite gud?  Why is it important to be able to write well? Which writers do you look to for their quality? What do they do well that others could leverage?  With the rise of AI, is writing a dying form of communication?  Is AI in a bubble? How would we even know? Isn't this just a simulation?! Will AI make stock pickers redundant? What have been the most surprising trends, one to the upside and one to the downside, over your investing career?  Which Australian company brings you the most frustration?  What’s been the biggest mistake of your investing career?  What's been the best? How do you think about the consumption of news and information? How do you curate your home screen or online habits?  What specific strategies or methods have you learned from the II team? Past or present?  The role that optimism plays in human affairs. Have you read Hans Rosling's Factfulness? If yes, what did you make of it?  What’s the most overrated investing book? Conversely, which one changed your life and why? How do you think about the passive versus active debate? Who should be stock pickers? Who shouldn't bother?  How do you think about teaching kids about money and investing? Do you do anything that others might not?  J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 20 Sep 2023 06:30:00 -0000 I write to know what I'm thinking | Life, mistakes, health & big picture investing | ft. John Addis, founder of Intelligent Investor full Rask John Addis is the Founder of Intelligent Investor, a brilliant writer, thinker and entrepreneur. John's lessons are deep and vast, making this Australian Investors Podcast episode with Owen Rask oh-so special. John Addis is the Founder of IntelligentInvestor, a brilliant writer, thinker and entrepreneur. John Addis's lessons are deep and vast, making this Australian Investors Podcast episode with OwenRask oh-so special. You'll L-O-V-E this episode if you love value investing, how to live an alternative life with meaning and purpose, the pitfalls of founding a company, Warren Buffett, what makes most great investors great writers, daily rituals to live by, and more. John Addis podcast talking points Aside from enjoying a G&T, what daily, weekly or yearly rituals do you practice and why? If any.   What’s something you believe about investing or business, that few people would agree with you on?  If you could grab a new investor by the shoulders and shake some sense into them, what would you say?  Related: what were the key learnings, failures or successes you experienced and can now reflect on?  Do you think Buffett is as good as everyone thinks? Why, why not?  Why is the learning curve for investing so steep? Behind the scenes at II, do you now spend more of your time teaching people to invest or to rite gud?  Why is it important to be able to write well? Which writers do you look to for their quality? What do they do well that others could leverage?  With the rise of AI, is writing a dying form of communication?  Is AI in a bubble? How would we even know? Isn't this just a simulation?! Will AI make stock pickers redundant? What have been the most surprising trends, one to the upside and one to the downside, over your investing career?  Which Australian company brings you the most frustration?  What’s been the biggest mistake of your investing career?  What's been the best? How do you think about the consumption of news and information? How do you curate your home screen or online habits?  What specific strategies or methods have you learned from the II team? Past or present?  The role that optimism plays in human affairs. Have you read Hans Rosling's Factfulness? If yes, what did you make of it?  What’s the most overrated investing book? Conversely, which one changed your life and why? How do you think about the passive versus active debate? Who should be stock pickers? Who shouldn't bother?  How do you think about teaching kids about money and investing? Do you do anything that others might not?  J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices John Addis is the Founder of IntelligentInvestor, a brilliant writer, thinker and entrepreneur. John Addis's lessons are deep and vast, making this Australian Investors Podcast episode with OwenRask oh-so special.

    You'll L-O-V-E this episode if you love value investing, how to live an alternative life with meaning and purpose, the pitfalls of founding a company, Warren Buffett, what makes most great investors great writers, daily rituals to live by, and more.

    John Addis podcast talking points

    • Aside from enjoying a G&T, what daily, weekly or yearly rituals do you practice and why? If any.  
    • What’s something you believe about investing or business, that few people would agree with you on? 
    • If you could grab a new investor by the shoulders and shake some sense into them, what would you say? 
    • Related: what were the key learnings, failures or successes you experienced and can now reflect on? 
    • Do you think Buffett is as good as everyone thinks? Why, why not? 
    • Why is the learning curve for investing so steep?
    • Behind the scenes at II, do you now spend more of your time teaching people to invest or to rite gud? 
    • Why is it important to be able to write well?
    • Which writers do you look to for their quality? What do they do well that others could leverage? 
    • With the rise of AI, is writing a dying form of communication? 
    • Is AI in a bubble? How would we even know? Isn't this just a simulation?!
    • Will AI make stock pickers redundant?
    • What have been the most surprising trends, one to the upside and one to the downside, over your investing career? 
    • Which Australian company brings you the most frustration? 
    • What’s been the biggest mistake of your investing career? 
    • What's been the best?
    • How do you think about the consumption of news and information? How do you curate your home screen or online habits? 
    • What specific strategies or methods have you learned from the II team? Past or present? 
    • The role that optimism plays in human affairs.
    • Have you read Hans Rosling's Factfulness? If yes, what did you make of it? 
    • What’s the most overrated investing book? Conversely, which one changed your life and why?
    • How do you think about the passive versus active debate? Who should be stock pickers? Who shouldn't bother? 
    • How do you think about teaching kids about money and investing? Do you do anything that others might not? 


    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     6167     WTF RUL? From $2,000 to $25,000 to $0; Tikr me Elmo, best & worst investments, and to hedge or not to hedge? https://www.raskmedia.com.au/2023/09/16/rpmglobal-asxrul-share-price/ On this boring episode of The Australian Investors Podcast, Owen Rask and Drew Meredith, CFP are BACK answering your questions. Plus! Dr Andrew Deremith, ESQ, joins us LIVE from his New York City junket tour. It's incredible podcasting. This week, the duo cover topics like: Different currency hedging strategies What the f$%k is up with RPMGlobal (ASX: RUL) - it's down 7% this month? Is Simply Wall Street the poor man's version of Tikr? How I saved 1.8% on my mortgage 😱 Direct Aussie stocks or ETFs? Resources Use coupon code "friend" or "friends": Rask Events Roadshow Wattle retirement event Take Owen's Survey ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 15 Sep 2023 21:00:00 -0000 WTF RUL? From $2,000 to $25,000 to $0; Tikr me Elmo, best & worst investments, and to hedge or not to hedge? full Rask From RPMGlobal (ASX:RUL) to currency hedging and how Owen's biggest winner become a massive loser. On this boring episode of The Australian Investors Podcast, Owen Rask and Drew Meredith, CFP are BACK answering your questions. Plus! Dr Andrew Deremith, ESQ, joins us LIVE from his New York City junket tour. It's incredible podcasting. This week, the duo cover topics like: Different currency hedging strategies What the f$%k is up with RPMGlobal (ASX: RUL) - it's down 7% this month? Is Simply Wall Street the poor man's version of Tikr? How I saved 1.8% on my mortgage 😱 Direct Aussie stocks or ETFs? Resources Use coupon code "friend" or "friends": Rask Events Roadshow Wattle retirement event Take Owen's Survey ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices On this boring episode of The Australian Investors Podcast, Owen Rask and Drew Meredith, CFP are BACK answering your questions.

    Plus! Dr Andrew Deremith, ESQ, joins us LIVE from his New York City junket tour. It's incredible podcasting.

    This week, the duo cover topics like:

    1. Different currency hedging strategies
    2. What the f$%k is up with RPMGlobal (ASX: RUL) - it's down 7% this month?
    3. Is Simply Wall Street the poor man's version of Tikr?
    4. How I saved 1.8% on my mortgage 😱
    5. Direct Aussie stocks or ETFs?

    Resources

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    ~~ Our amazing partners ~~

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3941 no     Man v Google Bard: 10 macro indicators, house prices & inflation expectations https://www.raskmedia.com.au/2023/09/14/investor-v-google-bard-economics/ Kerry Craig, CFA is the Global Market Strategist at J.P. Morgan Asset Management, a long-time sponsor of The Australian Investors Podcast. Kerry Craig sits down with Owen Rask in an attempt to go against the AI talents of Google Bard, a generative AI language model, covering off on the top 10 macroeconomic indicators. Topics covered in this Australian Investors Podcast episode: The 10 most common macro indicators (and what doesn't work) Kerry's prediction for inflation, rates, retail sales, housing starts and unemployment Where will inflation end 2023? Are Emerging Markets (EM) everything they're cracked up to be? Will property keep recovering? Finally, Owen and Kerry have a bit of fun predicting, higher or lower: Price of a 2017 Toyota Hilux (good condition) (asking for a friend…) US stock market (S&P 500) Japanese stock market (Nikkei) Aussie shares (ASX 200) A diversified all-of-market Australian bond index Episode resources Kerry on LinkedIn J.P. Morgan Asset Management Join ASA ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 14 Sep 2023 05:00:00 -0000 Man v Google Bard: 10 macro indicators, house prices & inflation expectations full Rask Kerry Craig sits down with Owen Rask in an attempt to go against the AI talents of Google Bard, a generative AI language model, covering off on the top 10 macroeconomic indicators. Kerry Craig, CFA is the Global Market Strategist at J.P. Morgan Asset Management, a long-time sponsor of The Australian Investors Podcast. Kerry Craig sits down with Owen Rask in an attempt to go against the AI talents of Google Bard, a generative AI language model, covering off on the top 10 macroeconomic indicators. Topics covered in this Australian Investors Podcast episode: The 10 most common macro indicators (and what doesn't work) Kerry's prediction for inflation, rates, retail sales, housing starts and unemployment Where will inflation end 2023? Are Emerging Markets (EM) everything they're cracked up to be? Will property keep recovering? Finally, Owen and Kerry have a bit of fun predicting, higher or lower: Price of a 2017 Toyota Hilux (good condition) (asking for a friend…) US stock market (S&P 500) Japanese stock market (Nikkei) Aussie shares (ASX 200) A diversified all-of-market Australian bond index Episode resources Kerry on LinkedIn J.P. Morgan Asset Management Join ASA ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Kerry Craig, CFA is the Global Market Strategist at J.P. Morgan Asset Management, a long-time sponsor of The Australian Investors Podcast.

    Kerry Craig sits down with Owen Rask in an attempt to go against the AI talents of Google Bard, a generative AI language model, covering off on the top 10 macroeconomic indicators.

    Topics covered in this Australian Investors Podcast episode:

    • The 10 most common macro indicators (and what doesn't work)
    • Kerry's prediction for inflation, rates, retail sales, housing starts and unemployment
    • Where will inflation end 2023?
    • Are Emerging Markets (EM) everything they're cracked up to be?
    • Will property keep recovering?

    Finally, Owen and Kerry have a bit of fun predicting, higher or lower:

    1. Price of a 2017 Toyota Hilux (good condition) (asking for a friend…)
    2. US stock market (S&P 500)
    3. Japanese stock market (Nikkei)
    4. Aussie shares (ASX 200)
    5. A diversified all-of-market Australian bond index

    Episode resources


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    ~~ Our amazing partners ~~

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2772 no     CFA v Google Bard: 10 macro indicators, house prices & inflation expectations https://www.raskmedia.com.au/2023/09/14/investor-v-google-bard-economics/ Kerry Craig, CFA is the Global Market Strategist at J.P. Morgan Asset Management, a long-time sponsor of The Australian Investors Podcast. Kerry Craig recently sits down with Owen Rask in an attempt to go against the AI talents of Google Bard, a generative AI language model. Topics covered in this episode: The 10 most common macro indicators (and what doesn't work) Kerry's prediction for inflation, rates, retail sales, housing starts and unemployment Where will inflation end 2023? Are Emerging Markets (EM) everything they're cracked up to be? Will property keep recovering? Finally, Owen and Kerry have a bit of fun predicting, higher or lower:  Price of a 2017 Toyota Hilux (good condition) (asking for a friend…) US stock market (S&P 500) Japanese stock market (Nikkei) Aussie shares (ASX 200)  A diversified all-of-market Australian bond index Episode resources Kerry on LinkedIn J.P. Morgan Asset Management Resources Rask Events Roadshow: https://www.rask.com.au/road ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 13 Sep 2023 21:43:00 -0000 CFA v Google Bard: 10 macro indicators, house prices & inflation expectations full Rask Kerry Craig, CFA is JP Morgan Asset Management (JPAM) is put to the test on inflation, rates, property and more. Kerry Craig, CFA is the Global Market Strategist at J.P. Morgan Asset Management, a long-time sponsor of The Australian Investors Podcast. Kerry Craig recently sits down with Owen Rask in an attempt to go against the AI talents of Google Bard, a generative AI language model. Topics covered in this episode: The 10 most common macro indicators (and what doesn't work) Kerry's prediction for inflation, rates, retail sales, housing starts and unemployment Where will inflation end 2023? Are Emerging Markets (EM) everything they're cracked up to be? Will property keep recovering? Finally, Owen and Kerry have a bit of fun predicting, higher or lower:  Price of a 2017 Toyota Hilux (good condition) (asking for a friend…) US stock market (S&P 500) Japanese stock market (Nikkei) Aussie shares (ASX 200)  A diversified all-of-market Australian bond index Episode resources Kerry on LinkedIn J.P. Morgan Asset Management Resources Rask Events Roadshow: https://www.rask.com.au/road ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Kerry Craig, CFA is the Global Market Strategist at J.P. Morgan Asset Management, a long-time sponsor of The Australian Investors Podcast.

    Kerry Craig recently sits down with Owen Rask in an attempt to go against the AI talents of Google Bard, a generative AI language model.

    Topics covered in this episode:

    • The 10 most common macro indicators (and what doesn't work)
    • Kerry's prediction for inflation, rates, retail sales, housing starts and unemployment
    • Where will inflation end 2023?
    • Are Emerging Markets (EM) everything they're cracked up to be?
    • Will property keep recovering?

    Finally, Owen and Kerry have a bit of fun predicting, higher or lower: 

    1. Price of a 2017 Toyota Hilux (good condition) (asking for a friend…)
    2. US stock market (S&P 500)
    3. Japanese stock market (Nikkei)
    4. Aussie shares (ASX 200) 
    5. A diversified all-of-market Australian bond index

    Episode resources


    Resources


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    ~~ Our amazing partners ~~

    Download the free Investing in Gold report from Rush Gold

    Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2832 no     SELL EVERYTHING (just kidding)! The next Dubber, and is AI going to take your... stock picking? https://www.raskmedia.com.au/2023/09/09/sell-everything-just-kidding/ On this not-so special episode of The Australian Investors Podcast, Owen Rask and Drew Meredith, CFP are BACK answering your questions! This week, the duo cover topics like: Is THIS stock the new Dubber (ASX: DUB)? Show us your long-term returns When should I lodge my Super contributions tax deduction form? Drew & Owen's #1 meme stock of all time Qantas Airways (ASX: QAN) still in the doldrums Will Artificial Intelligence (AI) take the job of stock pickers? In addition, Drew dives into inflation, oil prices, the Australian dollar and more. Of course, Owen also quizzes Drew on some hypotheticals: Which Australian prime minister Drew would choose as his portfolio manager His #1 meme stock of all time Do investors still have any edges to outperform? Then Drew asks Owen for his... best investment destination... he said Noosa! Resources Use coupon code "friend" or "friends": Rask Events Roadshow Wattle retirement event ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 08 Sep 2023 21:00:00 -0000 SELL EVERYTHING (just kidding)! The next Dubber, and is AI going to take your... stock picking? full Rask Andrew Deremith and Owen Rask are back behind the mic, talking about AI, stocks, Super & Noosa. On this not-so special episode of The Australian Investors Podcast, Owen Rask and Drew Meredith, CFP are BACK answering your questions! This week, the duo cover topics like: Is THIS stock the new Dubber (ASX: DUB)? Show us your long-term returns When should I lodge my Super contributions tax deduction form? Drew & Owen's #1 meme stock of all time Qantas Airways (ASX: QAN) still in the doldrums Will Artificial Intelligence (AI) take the job of stock pickers? In addition, Drew dives into inflation, oil prices, the Australian dollar and more. Of course, Owen also quizzes Drew on some hypotheticals: Which Australian prime minister Drew would choose as his portfolio manager His #1 meme stock of all time Do investors still have any edges to outperform? Then Drew asks Owen for his... best investment destination... he said Noosa! Resources Use coupon code "friend" or "friends": Rask Events Roadshow Wattle retirement event ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices On this not-so special episode of The Australian Investors Podcast, Owen Rask and Drew Meredith, CFP are BACK answering your questions!

    This week, the duo cover topics like:

    1. Is THIS stock the new Dubber (ASX: DUB)?
    2. Show us your long-term returns
    3. When should I lodge my Super contributions tax deduction form?
    4. Drew & Owen's #1 meme stock of all time
    5. Qantas Airways (ASX: QAN) still in the doldrums
    6. Will Artificial Intelligence (AI) take the job of stock pickers?


    In addition, Drew dives into inflation, oil prices, the Australian dollar and more.

    Of course, Owen also quizzes Drew on some hypotheticals:

    • Which Australian prime minister Drew would choose as his portfolio manager
    • His #1 meme stock of all time
    • Do investors still have any edges to outperform?
    • Then Drew asks Owen for his... best investment destination... he said Noosa!

    Resources

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    ~~ Our amazing partners ~~

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3581 no     Multibaggers: how to find them on the ASX https://www.raskmedia.com.au/2023/09/06/asx-multibaggers/ Luke Laretive and Owen Rask go head-to-head in the search for multibaggers on the ASX, with some shocking stats.  Luke and Owen go head to head on their top 3 factors to use to search the ASX for big winning stocks, before drilling to some the biggest and best performers on the ASX. If you like listening to this episode, you'll LOVE the video version. WATCH it here: https://www.youtube.com/watch?v=NLh3xvepqBE Episode resources Seneca website Luke's free articles on Rask Media Rask Events Roadshow: https://www.rask.com.au/road ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 06 Sep 2023 05:30:00 -0000 Multibaggers: how to find them on the ASX full Rask Luke Laretive and Owen Rask go head-to-head in the search for multibaggers, with some shocking stats. Luke Laretive and Owen Rask go head-to-head in the search for multibaggers on the ASX, with some shocking stats.  Luke and Owen go head to head on their top 3 factors to use to search the ASX for big winning stocks, before drilling to some the biggest and best performers on the ASX. If you like listening to this episode, you'll LOVE the video version. WATCH it here: https://www.youtube.com/watch?v=NLh3xvepqBE Episode resources Seneca website Luke's free articles on Rask Media Rask Events Roadshow: https://www.rask.com.au/road ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Luke Laretive and Owen Rask go head-to-head in the search for multibaggers on the ASX, with some shocking stats. 

    Luke and Owen go head to head on their top 3 factors to use to search the ASX for big winning stocks, before drilling to some the biggest and best performers on the ASX.

    If you like listening to this episode, you'll LOVE the video version.

    WATCH it here: https://www.youtube.com/watch?v=NLh3xvepqBE

    Episode resources


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    ~~ Our amazing partners ~~

    Download the free Investing in Gold report from Rush Gold

    Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2589 no     NVIDIA results any good? Drew's worst investment ever, financial advisers to avoid & Altium reports https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Owen Rask and Drew Meredith, CFP are BACK answering your questions! This week, the duo cover results from: NVIDIA Inc (NASDAQ: NVDA) RPM Global (ASX: RUL) Altium Limited (ASX: ALU) Wesfarmers Ltd (ASX: WES) City Chic Ltd (ASX: CCX) In addition, Drew and Owen answer your questions on the top financial advisers... to avoid, how to reset a portfolio and start fresh, and how to investing after being in property. Of course, Owen also quizzes Drew on some hypotheticals: Worst investment ever? Worst investment advice you ever got? Resources Use coupon code "friend" or "friends": Rask Events Roadshow: https://www.rask.com.au/road Wattle retirement event: https://www.eventbrite.com.au/e/making-the-most-of-your-retirement-tickets-634532643217 ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 01 Sep 2023 21:00:00 -0000 NVIDIA results any good? Drew's worst investment ever, financial advisers to avoid & Altium reports full Rask Andrew Deremith and Owen Rask are back behind the mic, answering your questions. Owen Rask and Drew Meredith, CFP are BACK answering your questions! This week, the duo cover results from: NVIDIA Inc (NASDAQ: NVDA) RPM Global (ASX: RUL) Altium Limited (ASX: ALU) Wesfarmers Ltd (ASX: WES) City Chic Ltd (ASX: CCX) In addition, Drew and Owen answer your questions on the top financial advisers... to avoid, how to reset a portfolio and start fresh, and how to investing after being in property. Of course, Owen also quizzes Drew on some hypotheticals: Worst investment ever? Worst investment advice you ever got? Resources Use coupon code "friend" or "friends": Rask Events Roadshow: https://www.rask.com.au/road Wattle retirement event: https://www.eventbrite.com.au/e/making-the-most-of-your-retirement-tickets-634532643217 ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Owen Rask and Drew Meredith, CFP are BACK answering your questions!

    This week, the duo cover results from:

    1. NVIDIA Inc (NASDAQ: NVDA)
    2. RPM Global (ASX: RUL)
    3. Altium Limited (ASX: ALU)
    4. Wesfarmers Ltd (ASX: WES)
    5. City Chic Ltd (ASX: CCX)

    In addition, Drew and Owen answer your questions on the top financial advisers... to avoid, how to reset a portfolio and start fresh, and how to investing after being in property.

    Of course, Owen also quizzes Drew on some hypotheticals:

    • Worst investment ever?
    • Worst investment advice you ever got?

    Resources

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    ~~ Our amazing partners ~~

    Download the free Investing in Gold report from Rush Gold

    Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3882 no     Vanguard's secrets, ETF bubbles, how big can Vanguard get & the future of ETFs, with Balaji Gopal https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Balaji Gopal is the Head of Adviser Services at Vanguard Australia and one of the key people of the Vanguard organisation here in Australia. In this Australian Investors Podcast episode, Balaji Gopal joins Owen Rask to talk about: 1. Portfolio construction & why investors are flocking to index funds and ETFs 2. Nuances in the debate of active versus passive and Vanguard's modelling ethos for portfolios models over time (i.e. where active might work, or not), how the performers are calculated, etc. all stuff he'd get on the active versus passive debate daily.  3. The rise of Vanguard - why has Vanguard been an amazing institution (talking about the culture of clients/members globally, how decisions are made, how he thinks about leadership, the push into Super and platform, etc. how those decisions are made...)  4. Diversified ETFs and how good they are, how they are constructed, why you chose managed funds over other ETFs inside them; maybe also a chat about Vanguard's 'active' strategies - why those were chosen 5. The index fund 'bubble, crossing days, and how Vanguard manages liquidity behind the scenes 6. The future of indexing -- will we see a rise of direct indexing and DIY ETFs in Australia? Resources VIDEO VERSION Vanguard Australia Balaji on LinkedIn Vanguard fund compare tool Vanguard index charts Rask Events Roadshow: https://www.rask.com.au/road ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 30 Aug 2023 23:22:00 -0000 Vanguard's secrets, ETF bubbles, how big can Vanguard get & the future of ETFs, with Balaji Gopal full Rask An epic conversation on indexing and ETFs with Vanguard's Balaji Gopal. Balaji Gopal is the Head of Adviser Services at Vanguard Australia and one of the key people of the Vanguard organisation here in Australia. In this Australian Investors Podcast episode, Balaji Gopal joins Owen Rask to talk about: 1. Portfolio construction & why investors are flocking to index funds and ETFs 2. Nuances in the debate of active versus passive and Vanguard's modelling ethos for portfolios models over time (i.e. where active might work, or not), how the performers are calculated, etc. all stuff he'd get on the active versus passive debate daily.  3. The rise of Vanguard - why has Vanguard been an amazing institution (talking about the culture of clients/members globally, how decisions are made, how he thinks about leadership, the push into Super and platform, etc. how those decisions are made...)  4. Diversified ETFs and how good they are, how they are constructed, why you chose managed funds over other ETFs inside them; maybe also a chat about Vanguard's 'active' strategies - why those were chosen 5. The index fund 'bubble, crossing days, and how Vanguard manages liquidity behind the scenes 6. The future of indexing -- will we see a rise of direct indexing and DIY ETFs in Australia? Resources VIDEO VERSION Vanguard Australia Balaji on LinkedIn Vanguard fund compare tool Vanguard index charts Rask Events Roadshow: https://www.rask.com.au/road ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Balaji Gopal is the Head of Adviser Services at Vanguard Australia and one of the key people of the Vanguard organisation here in Australia.

    In this Australian Investors Podcast episode, Balaji Gopal joins Owen Rask to talk about:

    1. Portfolio construction & why investors are flocking to index funds and ETFs

    2. Nuances in the debate of active versus passive and Vanguard's modelling ethos for portfolios models over time (i.e. where active might work, or not), how the performers are calculated, etc. all stuff he'd get on the active versus passive debate daily. 

    3. The rise of Vanguard - why has Vanguard been an amazing institution (talking about the culture of clients/members globally, how decisions are made, how he thinks about leadership, the push into Super and platform, etc. how those decisions are made...) 

    4. Diversified ETFs and how good they are, how they are constructed, why you chose managed funds over other ETFs inside them; maybe also a chat about Vanguard's 'active' strategies - why those were chosen

    5. The index fund 'bubble, crossing days, and how Vanguard manages liquidity behind the scenes

    6. The future of indexing -- will we see a rise of direct indexing and DIY ETFs in Australia?

    Resources


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    ~~ Our amazing partners ~~

    Download the free Investing in Gold report from Rush Gold

    Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3990 no     Building and renovating for profit, with Rebeka from Buildher [Cross post] https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ On this episode of the Australian Investors Podcast, Buyers Agent and Rask host Amy Lunardi, and Owen Rask, are joined by Rebeka Morgan from Buildher Collective. This discussion first appeared on The Australian Property Podcast BuildHer Collective helps over 120,000 women build and renovate their homes through Rebeka’s community. Rebeka used her experience in construction to guide her clients and community to understand that property development is more accessible than it seems. She has helped countless people around Australia, as well as Amy herself! A reshare from the Australian Property Podcast On this episode, we are covering the business Rebeka has built and understand the different options you have if you're looking to renovate or build for profit. On this episode of the Australian Investors Podcast: How can ‘regular’ people make money through renovating & building? In what situations have you seen it done well? And not so well? Some of the common mistakes when renovating Misconceptions people have when it comes to developing (small-medium scale) How can you figure out how much a project might cost What kind of profit margins should you be aiming for when considering developing/renovating and why? How people generally finance build costs Some of biggest risks to consider when developing & renovating How do you find reputable people to work with? Builders, architects Australian Property Podcast resources: Rask Events Roadshow: https://www.rask.com.au/road BuildHer Collective Australian Property Podcast online - videos, notes & resources Ask a question Chris' mortgage broking Amy's new property course Amy's 100-point checklist (PDF) Pete Wargent's property coaching Join Owen's Rask Core  membership for $0.99 Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 25 Aug 2023 21:00:00 -0000 Building and renovating for profit, with Rebeka from Buildher [Cross post] full Rask Owen and Drew were on the road this week, so we’re sharing a property podcast special. On this episode of the Australian Investors Podcast, Buyers Agent Amy Lunardi and Rask founder Owen Rask are joined by Rebeka Morgan from Buildher. BuildHer Collective helps women build and renovate their homes through her community. Rebeka used her experience in construction to guide her clients and community to understand that property development is more accessible than it seems. She has helped countless people around Australia, as well as Amy herself! On this episode of the Australian Investors Podcast, Buyers Agent and Rask host Amy Lunardi, and Owen Rask, are joined by Rebeka Morgan from Buildher Collective. This discussion first appeared on The Australian Property Podcast BuildHer Collective helps over 120,000 women build and renovate their homes through Rebeka’s community. Rebeka used her experience in construction to guide her clients and community to understand that property development is more accessible than it seems. She has helped countless people around Australia, as well as Amy herself! A reshare from the Australian Property Podcast On this episode, we are covering the business Rebeka has built and understand the different options you have if you're looking to renovate or build for profit. On this episode of the Australian Investors Podcast: How can ‘regular’ people make money through renovating & building? In what situations have you seen it done well? And not so well? Some of the common mistakes when renovating Misconceptions people have when it comes to developing (small-medium scale) How can you figure out how much a project might cost What kind of profit margins should you be aiming for when considering developing/renovating and why? How people generally finance build costs Some of biggest risks to consider when developing & renovating How do you find reputable people to work with? Builders, architects Australian Property Podcast resources: Rask Events Roadshow: https://www.rask.com.au/road BuildHer Collective Australian Property Podcast online - videos, notes & resources Ask a question Chris' mortgage broking Amy's new property course Amy's 100-point checklist (PDF) Pete Wargent's property coaching Join Owen's Rask Core  membership for $0.99 Learn more about your ad choices. Visit megaphone.fm/adchoices On this episode of the Australian Investors Podcast, Buyers Agent and Rask host Amy Lunardi, and Owen Rask, are joined by Rebeka Morgan from Buildher Collective.

    This discussion first appeared on The Australian Property Podcast

    BuildHer Collective helps over 120,000 women build and renovate their homes through Rebeka’s community.

    Rebeka used her experience in construction to guide her clients and community to understand that property development is more accessible than it seems. She has helped countless people around Australia, as well as Amy herself! A reshare from the Australian Property Podcast

    On this episode, we are covering the business Rebeka has built and understand the different options you have if you're looking to renovate or build for profit.

    On this episode of the Australian Investors Podcast:

    • How can ‘regular’ people make money through renovating & building?
    • In what situations have you seen it done well? And not so well?
    • Some of the common mistakes when renovating
    • Misconceptions people have when it comes to developing (small-medium scale)
    • How can you figure out how much a project might cost
    • What kind of profit margins should you be aiming for when considering developing/renovating and why?
    • How people generally finance build costs
    • Some of biggest risks to consider when developing & renovating
    • How do you find reputable people to work with? Builders, architects


    Australian Property Podcast resources:


    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3802 no     QUAL, FANG, IWLD: Core, Satellite, Avoid? https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Welcome to the second episode of Core, Satellite, Avoid! In this episode format of The Australian Investors Podcast, your host and investment analyst Owen Rask is joined by Melissa Vincent to run the microscope over 3 Exchange-Traded Funds (ETFs). On this week's Core, Satellite, Avoid, Owen and Mel cover: VanEck MSCI International Quality ETF (ASX: QUAL) Global FANG+ ETF (ASX: FANG) iShares iShares Core MSCI World Ex Aus ESG Leaders ETF (ASX: IWLD) In addition to diving deep into this global shares ETFs, Owen & Mel explain how and why some ETFs use different weightings strategies -- such as market cap, equal weight portfolios, and so on. Let us know what you think! Write into myself (Owen) and Mel using the "Ask a question" link below. ~~ Resources ~~ ASK A QUESTION HERE << request an ETF, fund or company for us to review! Rask Events Roadshow: https://www.rask.com.au/road Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Make Owen smile 😊 If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 23 Aug 2023 06:01:00 -0000 QUAL, FANG, IWLD: Core, Satellite, Avoid? full Rask 3 international ETFs go under the microscope. A quality ETF, a concentrated tech fund, and a global ESG diversifier. Welcome to the second episode of Core, Satellite, Avoid! In this episode format of The Australian Investors Podcast, your host and investment analyst Owen Rask is joined by Melissa Vincent to run the microscope over 3 Exchange-Traded Funds (ETFs). On this week's Core, Satellite, Avoid, Owen and Mel cover: VanEck MSCI International Quality ETF (ASX: QUAL) Global FANG+ ETF (ASX: FANG) iShares iShares Core MSCI World Ex Aus ESG Leaders ETF (ASX: IWLD) In addition to diving deep into this global shares ETFs, Owen & Mel explain how and why some ETFs use different weightings strategies -- such as market cap, equal weight portfolios, and so on. Let us know what you think! Write into myself (Owen) and Mel using the "Ask a question" link below. ~~ Resources ~~ ASK A QUESTION HERE << request an ETF, fund or company for us to review! Rask Events Roadshow: https://www.rask.com.au/road Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Make Owen smile 😊 If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Welcome to the second episode of Core, Satellite, Avoid! In this episode format of The Australian Investors Podcast, your host and investment analyst Owen Rask is joined by Melissa Vincent to run the microscope over 3 Exchange-Traded Funds (ETFs).

    On this week's Core, Satellite, Avoid, Owen and Mel cover:

    1. VanEck MSCI International Quality ETF (ASX: QUAL)
    2. Global FANG+ ETF (ASX: FANG)
    3. iShares iShares Core MSCI World Ex Aus ESG Leaders ETF (ASX: IWLD)

    In addition to diving deep into this global shares ETFs, Owen & Mel explain how and why some ETFs use different weightings strategies -- such as market cap, equal weight portfolios, and so on.

    Let us know what you think! Write into myself (Owen) and Mel using the "Ask a question" link below.

    ~~ Resources ~~


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    Make Owen smile 😊

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    ~~ Our amazing partners ~~

    Download the free Investing in Gold report from Rush Gold

    Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2216 no     PME, CSL & JBH report, and what to do if you have $10 million Pro Medicus Ltd (ASX: PME) has dropped results -- and they were awesome. JB Hi-Fi Limited (ASX: JBH) is going on the offensive. Is CSL Ltd (ASX: CSL) still a growth stock? This week on The Australian Investors Podcast's 2 Sense segment, financial planner Drew Deremith, CFP and investment adviser Owen Rask answer your questions and get to the bottom of two key questions: If you had $10 million what would you do? If you had $1 million right now, what would you do? Resources Rask Events Roadshow: https://www.rask.com.au/road Wattle retirement event: https://www.eventbrite.com.au/e/making-the-most-of-your-retirement-tickets-634532643217 ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 18 Aug 2023 21:00:00 -0000 PME, CSL & JBH report, and what to do if you have $10 million full Rask Results are in: Pro Medicus & JB Hi-Fi shoot the lights out, and how would your life change with $10 million? Pro Medicus Ltd (ASX: PME) has dropped results -- and they were awesome. JB Hi-Fi Limited (ASX: JBH) is going on the offensive. Is CSL Ltd (ASX: CSL) still a growth stock? This week on The Australian Investors Podcast's 2 Sense segment, financial planner Drew Deremith, CFP and investment adviser Owen Rask answer your questions and get to the bottom of two key questions: If you had $10 million what would you do? If you had $1 million right now, what would you do? Resources Rask Events Roadshow: https://www.rask.com.au/road Wattle retirement event: https://www.eventbrite.com.au/e/making-the-most-of-your-retirement-tickets-634532643217 ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Pro Medicus Ltd (ASX: PME) has dropped results -- and they were awesome.

    JB Hi-Fi Limited (ASX: JBH) is going on the offensive.

    Is CSL Ltd (ASX: CSL) still a growth stock?

    This week on The Australian Investors Podcast's 2 Sense segment, financial planner Drew Deremith, CFP and investment adviser Owen Rask answer your questions and get to the bottom of two key questions:

    1. If you had $10 million what would you do?
    2. If you had $1 million right now, what would you do?


    Resources

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    ~~ Our amazing partners ~~

    Download the free Investing in Gold report from Rush Gold

    Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3475 no     Are dividend ETFs a rip off? Here's the #1 thing you must focus on https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Luke Laretive is an investment adviser and long-time friend of the show. He joins Owen Rask for a proper discussion of why he has a love-hate relationship with the investment industry's insatiable focus on yield. So what's the #1 thing to focus on? All investors should remember to focus on total return (income + growth). Episode resources Seneca website Luke's free articles on Rask Media Rask Events Roadshow: https://www.rask.com.au/road ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 16 Aug 2023 05:24:33 -0000 Are dividend ETFs a rip off? Here's the #1 thing you must focus on full Rask Luke Laretive, co-founder of Seneca, gets fired up about the industry's focus on yield. Luke Laretive is an investment adviser and long-time friend of the show. He joins Owen Rask for a proper discussion of why he has a love-hate relationship with the investment industry's insatiable focus on yield. So what's the #1 thing to focus on? All investors should remember to focus on total return (income + growth). Episode resources Seneca website Luke's free articles on Rask Media Rask Events Roadshow: https://www.rask.com.au/road ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Luke Laretive is an investment adviser and long-time friend of the show. He joins Owen Rask for a proper discussion of why he has a love-hate relationship with the investment industry's insatiable focus on yield.

    So what's the #1 thing to focus on? All investors should remember to focus on total return (income + growth).

    Episode resources


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    ~~ Our amazing partners ~~

    Download the free Investing in Gold report from Rush Gold

    Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1967 no     Is JB Hi-Fi the ASX's best business model, why Owen sucks eggs for Nearmap and inside CBA's monster profit https://www.raskmedia.com.au/2023/08/12/jb-hi-fi-share-price/ Is JB Hi-Fi Limited (ASX: JBH) the ASX's best business model? Drew thinks it is. Or is Pinnacle Investment Management Ltd (ASX: PNI) a much better business? This week on The Australian Investors Podcast's 2 Sense segment, financial planner Drew Deremith, CFP and investment adviser Owen Rask answer your questions and get to the bottom of three key questions: The ASX's best business model If you could go back and hold one investment you sold, which would it be? If you sell something you bought, what would it be? Resources Rask Events Roadshow: https://www.rask.com.au/road ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 11 Aug 2023 21:00:00 -0000 Is JB Hi-Fi the ASX's best business model, why Owen sucks eggs for Nearmap and inside CBA's monster profit full Rask Was Dr Andrew Deremith, ESQ right? Drew and Owen get to the bottom of the great economist's interest rate call. Is JB Hi-Fi Limited (ASX: JBH) the ASX's best business model? Drew thinks it is. Or is Pinnacle Investment Management Ltd (ASX: PNI) a much better business? This week on The Australian Investors Podcast's 2 Sense segment, financial planner Drew Deremith, CFP and investment adviser Owen Rask answer your questions and get to the bottom of three key questions: The ASX's best business model If you could go back and hold one investment you sold, which would it be? If you sell something you bought, what would it be? Resources Rask Events Roadshow: https://www.rask.com.au/road ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Is JB Hi-Fi Limited (ASX: JBH) the ASX's best business model? Drew thinks it is.

    Or is Pinnacle Investment Management Ltd (ASX: PNI) a much better business?

    This week on The Australian Investors Podcast's 2 Sense segment, financial planner Drew Deremith, CFP and investment adviser Owen Rask answer your questions and get to the bottom of three key questions:

    1. The ASX's best business model
    2. If you could go back and hold one investment you sold, which would it be?
    3. If you sell something you bought, what would it be?


    Resources

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    ~~ Our amazing partners ~~

    Download the free Investing in Gold report from Rush Gold

    Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3397 no     10 most bought Aussie & US stocks, how to track your portfolio for tax and performance, plus the rise of ETFs, ft. Sharesight's Doug Morris https://www.raskmedia.com.au/2023/08/09/sharesight-portfolio-how-to-asx/ Doug Morris is the CEO of Sharesight, a tech investing platform with over 300,000 users who use it to track their performance, their tax and more. With so many users and a seemingly endless stream of data, Owen Rask asks Doug about all the interesting -- but often not talked about questions -- such as 'what are investors *actually* doing with their portfolios? In this episode of The Australian Investors Podcast, the topics covered include: The 10 most bought ASX shares & ETFs The 10 most bought US stocks The rise of ETFs, from 10 years ago to now - and which ETFs investors are using How to track your portfolio, from tax to performance The importance of performance reporting and knowing if you're 'any good' at investing Join Sharesight now: https://portfolio.sharesight.com/signup/?utm_source=RASK Sharesight top 20 ASX trades for 2023: https://www.sharesight.com/blog/sharesight-top-20-asx-trades-fy22-23/ Resources Rask Events Roadshow: https://www.rask.com.au/road ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 09 Aug 2023 06:08:00 -0000 10 most bought Aussie & US stocks, how to track your portfolio for tax and performance, plus the rise of ETFs, ft. Sharesight's Doug Morris full 3 Rask Doug Morris is the CEO the of Sharesight, a tech investing platform with over 300,000 users who use it to track their performance, their tax and more. Doug Morris is the CEO of Sharesight, a tech investing platform with over 300,000 users who use it to track their performance, their tax and more. With so many users and a seemingly endless stream of data, Owen Rask asks Doug about all the interesting -- but often not talked about questions -- such as 'what are investors *actually* doing with their portfolios? In this episode of The Australian Investors Podcast, the topics covered include: The 10 most bought ASX shares & ETFs The 10 most bought US stocks The rise of ETFs, from 10 years ago to now - and which ETFs investors are using How to track your portfolio, from tax to performance The importance of performance reporting and knowing if you're 'any good' at investing Join Sharesight now: https://portfolio.sharesight.com/signup/?utm_source=RASK Sharesight top 20 ASX trades for 2023: https://www.sharesight.com/blog/sharesight-top-20-asx-trades-fy22-23/ Resources Rask Events Roadshow: https://www.rask.com.au/road ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Doug Morris is the CEO of Sharesight, a tech investing platform with over 300,000 users who use it to track their performance, their tax and more.

    With so many users and a seemingly endless stream of data, Owen Rask asks Doug about all the interesting -- but often not talked about questions -- such as 'what are investors *actually* doing with their portfolios?

    In this episode of The Australian Investors Podcast, the topics covered include:

    1. The 10 most bought ASX shares & ETFs
    2. The 10 most bought US stocks
    3. The rise of ETFs, from 10 years ago to now - and which ETFs investors are using
    4. How to track your portfolio, from tax to performance
    5. The importance of performance reporting and knowing if you're 'any good' at investing


    Join Sharesight now: https://portfolio.sharesight.com/signup/?utm_source=RASK

    Sharesight top 20 ASX trades for 2023: https://www.sharesight.com/blog/sharesight-top-20-asx-trades-fy22-23/

    Resources


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    ~~ Our amazing partners ~~

    Download the free Investing in Gold report from Rush Gold

    Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2320 no     AI is just all HYPE, I wish they told me this about investing, bleep-bloop AI investors, using debt to get rich & more [LIVE] It's HERE! The first LIVE 2 Sense EVER! LIVE from Gallery in Adelaide, South Australia, Drew Meredith, CFP (Dr Andrew Deremith) and Owen Rask answered questions live in front of a crowd. This week, Owen and Drew tackle: How AI might, maybe, maybe not take over the investing world When to rebalance a portfolio Using debt and margin loans to invest in shares How will AI change the financial world Is the Aussie stock market overvalued Are DRPs worth doing? Resources Rask Events Roadshow: https://www.rask.com.au/road ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 04 Aug 2023 21:00:00 -0000 AI is just all HYPE, I wish they told me this about investing, bleep-bloop AI investors, using debt to get rich & more [LIVE] full Rask LIVE SHOW: Adjunct Professor Andrew Deremith and Owen Rask were live in Adelaide. Here's what happened... It's HERE! The first LIVE 2 Sense EVER! LIVE from Gallery in Adelaide, South Australia, Drew Meredith, CFP (Dr Andrew Deremith) and Owen Rask answered questions live in front of a crowd. This week, Owen and Drew tackle: How AI might, maybe, maybe not take over the investing world When to rebalance a portfolio Using debt and margin loans to invest in shares How will AI change the financial world Is the Aussie stock market overvalued Are DRPs worth doing? Resources Rask Events Roadshow: https://www.rask.com.au/road ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices It's HERE!

    The first LIVE 2 Sense EVER! LIVE from Gallery in Adelaide, South Australia, Drew Meredith, CFP (Dr Andrew Deremith) and Owen Rask answered questions live in front of a crowd.

    This week, Owen and Drew tackle:

    • How AI might, maybe, maybe not take over the investing world
    • When to rebalance a portfolio
    • Using debt and margin loans to invest in shares
    • How will AI change the financial world
    • Is the Aussie stock market overvalued
    • Are DRPs worth doing?

    Resources


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    ~~ Our amazing partners ~~

    Download the free Investing in Gold report from Rush Gold

    Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2635 no     Are you prioritising your happiness? Lessons on setting goals, making trade-offs and gratefulness with The Happiness Guy https://www.raskmedia.com.au/2023/07/24/declan-edwards-the-happiness-guy/ Are you prioritising your happiness? A reshare from the Australian Finance Podcast Declan Edwards, The Happiness Guy, is an Australian happiness researcher and coach who spends his days taking people from 0 to 10. We're more connected than ever on the surface, but we're also feeling lonelier than ever. This conversation is all about how to use your time and money to live a more fulfilling life. Declan shares actionable strategies to have more meaningful days, how to make changes in your life, make trade-offs and use the PERMA model to improve your well-being. Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast Resources Rask Events Roadshow: https://www.rask.com.au/road ✨ Take Declan's happiness scorecard here ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 02 Aug 2023 05:13:52 -0000 Are you prioritising your happiness? Lessons on setting goals, making trade-offs and gratefulness with The Happiness Guy full Rask Are you prioritising your happiness? Declan Edwards, The Happiness Guy, is an Australian happiness researcher and coach who spends his days taking people from 0 to 10. This conversation is all about how to use your time and money to live a more fulfilling life. Are you prioritising your happiness? A reshare from the Australian Finance Podcast Declan Edwards, The Happiness Guy, is an Australian happiness researcher and coach who spends his days taking people from 0 to 10. We're more connected than ever on the surface, but we're also feeling lonelier than ever. This conversation is all about how to use your time and money to live a more fulfilling life. Declan shares actionable strategies to have more meaningful days, how to make changes in your life, make trade-offs and use the PERMA model to improve your well-being. Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast Resources Rask Events Roadshow: https://www.rask.com.au/road ✨ Take Declan's happiness scorecard here ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Are you prioritising your happiness? A reshare from the Australian Finance Podcast

    Declan Edwards, The Happiness Guy, is an Australian happiness researcher and coach who spends his days taking people from 0 to 10.

    We're more connected than ever on the surface, but we're also feeling lonelier than ever. This conversation is all about how to use your time and money to live a more fulfilling life. Declan shares actionable strategies to have more meaningful days, how to make changes in your life, make trade-offs and use the PERMA model to improve your well-being.

    Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast

    Resources


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    ~~ Our amazing partners ~~

    Download the free Investing in Gold report from Rush Gold

    Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2958 no     Is property a bargain? Microsoft & Google's MONSTER results, Jamie's top sector, and are financial planners god? https://www.raskmedia.com.au/2023/07/29/bricklayers-retirement/ We have called in THE big gun for this week's Australian Investors Podcast 2 Sense episode. None other than Jamie Nemtsas, CFP, a leading financial planner with 25+ years of experience, multiple-time business owner and investor joins Drew Meredith, CFP (Dr Andrew Deremith) and Owen Rask to answer your questions. This week, Owen, Drew and Jamie tackle: How to educate your kids about money Using ROIC to identify stocks to buy Diversify or go big? Can I do both? A brickie's retirement How to invest in energy Plus, hear Jamie's view on: NVIDIA - higher or lower? The best sector to buy right now Are financial planners gods? Time to buy property? Resources Rask Events Roadshow: https://www.rask.com.au/road ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 28 Jul 2023 21:00:00 -0000 Is property a bargain? Microsoft & Google's MONSTER results, Jamie's top sector, and are financial planners god? full Rask The "El Capo" of financial advice, Jamie Nemtsas, CFP steps in to help Owen & Drew with sensible investment insights. We have called in THE big gun for this week's Australian Investors Podcast 2 Sense episode. None other than Jamie Nemtsas, CFP, a leading financial planner with 25+ years of experience, multiple-time business owner and investor joins Drew Meredith, CFP (Dr Andrew Deremith) and Owen Rask to answer your questions. This week, Owen, Drew and Jamie tackle: How to educate your kids about money Using ROIC to identify stocks to buy Diversify or go big? Can I do both? A brickie's retirement How to invest in energy Plus, hear Jamie's view on: NVIDIA - higher or lower? The best sector to buy right now Are financial planners gods? Time to buy property? Resources Rask Events Roadshow: https://www.rask.com.au/road ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices We have called in THE big gun for this week's Australian Investors Podcast 2 Sense episode.

    None other than Jamie Nemtsas, CFP, a leading financial planner with 25+ years of experience, multiple-time business owner and investor joins Drew Meredith, CFP (Dr Andrew Deremith) and Owen Rask to answer your questions.

    This week, Owen, Drew and Jamie tackle:

    • How to educate your kids about money
    • Using ROIC to identify stocks to buy
    • Diversify or go big? Can I do both?
    • A brickie's retirement
    • How to invest in energy


    Plus, hear Jamie's view on:

    • NVIDIA - higher or lower?
    • The best sector to buy right now
    • Are financial planners gods?
    • Time to buy property?

    Resources

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    ~~ Our amazing partners ~~

    Download the free Investing in Gold report from Rush Gold

    Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4167 no     ETF bubble explained, past & present of ETFs & are gold ETFs distorting the market? Ft David Tuckwell On this episode of the Australian Investors Podcast, we are joined by David Tuckwell, Investment Strategist at Global X ETFs. David shares his wealth of knowledge, including what we can expect the market to look like. Global X ETFs celebrated 20 years of their GOLD ETF and David shares his insights on investing in commodities, the role gold can have in a portfolio, and using gold during various parts of the economic cycle. On this episode: ETF journey The journey ETFs, as an industry, have been on in Australia? How big can they get? ETF Bubble  There’s a lot of talk about ETFs being in a bubble. Are there any potential risks that could arise out of the ETF market? Investing in commodities The difference between synthetic and physical ETFs What does it mean when contracts are being used instead of physical holdings? How do providers get exposure? What are the key considerations investors need to make when analysing a synthetic ETF GOLD Global X has just celebrated its 20th anniversary for the GOLD ETF Opportunity within gold as an asset class Benefits of holding gold during rising interest rates, inflation How would we expect gold prices to fair now, versus say over the past 10 years when rates were falling and the economy was “stable” (or in a bull market)? Are gold ETFs impacting the underlying price of gold?  Resources Global X website Rask Events Roadshow: https://www.rask.com.au/road ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 26 Jul 2023 07:02:00 -0000 ETF bubble explained, past & present of ETFs & are gold ETFs distorting the market? Ft David Tuckwell full Rask How big can the ETF market get? And are we in an ETF bubble? On this episode of the Australian Investors Podcast, we are joined by David Tuckwell Investment Strategist at Global X ETFs. On this episode of the Australian Investors Podcast, we are joined by David Tuckwell, Investment Strategist at Global X ETFs. David shares his wealth of knowledge, including what we can expect the market to look like. Global X ETFs celebrated 20 years of their GOLD ETF and David shares his insights on investing in commodities, the role gold can have in a portfolio, and using gold during various parts of the economic cycle. On this episode: ETF journey The journey ETFs, as an industry, have been on in Australia? How big can they get? ETF Bubble  There’s a lot of talk about ETFs being in a bubble. Are there any potential risks that could arise out of the ETF market? Investing in commodities The difference between synthetic and physical ETFs What does it mean when contracts are being used instead of physical holdings? How do providers get exposure? What are the key considerations investors need to make when analysing a synthetic ETF GOLD Global X has just celebrated its 20th anniversary for the GOLD ETF Opportunity within gold as an asset class Benefits of holding gold during rising interest rates, inflation How would we expect gold prices to fair now, versus say over the past 10 years when rates were falling and the economy was “stable” (or in a bull market)? Are gold ETFs impacting the underlying price of gold?  Resources Global X website Rask Events Roadshow: https://www.rask.com.au/road ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices On this episode of the Australian Investors Podcast, we are joined by David Tuckwell, Investment Strategist at Global X ETFs. David shares his wealth of knowledge, including what we can expect the market to look like.

    Global X ETFs celebrated 20 years of their GOLD ETF and David shares his insights on investing in commodities, the role gold can have in a portfolio, and using gold during various parts of the economic cycle.

    On this episode:

    ETF journey

    • The journey ETFs, as an industry, have been on in Australia? How big can they get?

    ETF Bubble

    •  There’s a lot of talk about ETFs being in a bubble. Are there any potential risks that could arise out of the ETF market?

    Investing in commodities

    • The difference between synthetic and physical ETFs
    • What does it mean when contracts are being used instead of physical holdings? How do providers get exposure? What are the key considerations investors need to make when analysing a synthetic ETF

    GOLD

    • Global X has just celebrated its 20th anniversary for the GOLD ETF
    • Opportunity within gold as an asset class
    • Benefits of holding gold during rising interest rates, inflation
    • How would we expect gold prices to fair now, versus say over the past 10 years when rates were falling and the economy was “stable” (or in a bull market)?
    • Are gold ETFs impacting the underlying price of gold? 

    Resources

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    ~~ Our amazing partners ~~

    Download the free Investing in Gold report from Rush Gold

    Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2947     DON'T flee the NASDAQ! Tesla pops, Zip flops, guess my PE, what is long term? And best sectors to buy in 2023 https://www.raskmedia.com.au/2023/07/22/nasdaq-100-per-ratio/ Don't flee the NASDAQ! On The Australian Investors Podcast '2 Sense' this week, your host and investment adviser Owen Rask is back with financial planner Drew Meredith, CFP (sometimes called "Andrew Deremith, ESQ", depending on the weather) to answer your investing questions, provide their market update and -- of course -- make you laugh. This week, Drew and Owen tackle: Why you should not flee the NASDAQ - phew! Podcast listeners don't just read the headlines... do they? The top 25 value-creating stocks, as identified by BCG Should I only buy shares with fully franked dividends? What happens when an ETF fails? Updates from Tesla, Flight Centre, Zip Co, Woodside & BHP ~~ Resources ~~ Rask Events Roadshow: https://www.rask.com.au/road Show notes: https://www.raskmedia.com.au/2023/07/22/nasdaq-100-per-ratio/ ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Make Owen smile 😊 If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 21 Jul 2023 21:00:00 -0000 DON'T flee the NASDAQ! Tesla pops, Zip flops, guess my PE, what is long term? And best sectors to buy in 2023 full Rask WARNING: you should read more than the headlines. Don't flee the NASDAQ! On The Australian Investors Podcast '2 Sense' this week, your host and investment adviser Owen Rask is back with financial planner Drew Meredith, CFP (sometimes called "Andrew Deremith, ESQ", depending on the weather) to answer your investing questions, provide their market update and -- of course -- make you laugh. This week, Drew and Owen tackle: Why you should not flee the NASDAQ - phew! Podcast listeners don't just read the headlines... do they? The top 25 value-creating stocks, as identified by BCG Should I only buy shares with fully franked dividends? What happens when an ETF fails? Updates from Tesla, Flight Centre, Zip Co, Woodside & BHP ~~ Resources ~~ Rask Events Roadshow: https://www.rask.com.au/road Show notes: https://www.raskmedia.com.au/2023/07/22/nasdaq-100-per-ratio/ ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Make Owen smile 😊 If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Don't flee the NASDAQ!

    On The Australian Investors Podcast '2 Sense' this week, your host and investment adviser Owen Rask is back with financial planner Drew Meredith, CFP (sometimes called "Andrew Deremith, ESQ", depending on the weather) to answer your investing questions, provide their market update and -- of course -- make you laugh.

    This week, Drew and Owen tackle:

    • Why you should not flee the NASDAQ - phew!
    • Podcast listeners don't just read the headlines... do they?
    • The top 25 value-creating stocks, as identified by BCG
    • Should I only buy shares with fully franked dividends?
    • What happens when an ETF fails?
    • Updates from Tesla, Flight Centre, Zip Co, Woodside & BHP

    ~~ Resources ~~


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    Make Owen smile 😊

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    ~~ Our amazing partners ~~

    Download the free Investing in Gold report from Rush Gold

    Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4054 no     Core, Satellite, Avoid: ACDC, CLNE, ETHI, ITEK & VESG https://www.raskmedia.com.au/2023/07/19/acdc-clne-ethi-itek-vesg/ Welcome to the pilot episode of Core, Satellite, Avoid! In this episode format of The Australian Investors Podcast, your host and investment analyst Owen Rask is joined by Melissa Vincent to run the microscope over 5 Exchange-Traded Funds (ETFs). On this week's Core, Satellite, Avoid, Owen and Mel cover: Global X Battery & Lithium ETF (ASX: ACDC) VanEck Global Clean Energy ETF (ASX: CLNE) BetaShares Global Sustainability Leaders ETF (ASX: ETHI) iShares Future Tech Innovators ETF (ASX: ITEK) Vanguard Ethically Conscious International Shares Index ETF (ASX: VESG) All five of these ETFs have a 'future focus' -- some play into themes about sustainability, others focus on technology and how to capitalise on technology trends which could solve important problems for all of us. ~~ Resources ~~ ASK A QUESTION HERE << request an ETF, fund or company for us to review! Rask Events Roadshow: https://www.rask.com.au/road Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Make Owen smile 😊 If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 19 Jul 2023 06:00:00 -0000 Core, Satellite, Avoid: ACDC, CLNE, ETHI, ITEK & VESG full 3 Rask 5 ETFs go under the microscope in the first instalment of Core, Satellite, Avoid. Let us know what you think! Welcome to the pilot episode of Core, Satellite, Avoid! In this episode format of The Australian Investors Podcast, your host and investment analyst Owen Rask is joined by Melissa Vincent to run the microscope over 5 Exchange-Traded Funds (ETFs). On this week's Core, Satellite, Avoid, Owen and Mel cover: Global X Battery & Lithium ETF (ASX: ACDC) VanEck Global Clean Energy ETF (ASX: CLNE) BetaShares Global Sustainability Leaders ETF (ASX: ETHI) iShares Future Tech Innovators ETF (ASX: ITEK) Vanguard Ethically Conscious International Shares Index ETF (ASX: VESG) All five of these ETFs have a 'future focus' -- some play into themes about sustainability, others focus on technology and how to capitalise on technology trends which could solve important problems for all of us. ~~ Resources ~~ ASK A QUESTION HERE << request an ETF, fund or company for us to review! Rask Events Roadshow: https://www.rask.com.au/road Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Make Owen smile 😊 If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Welcome to the pilot episode of Core, Satellite, Avoid! In this episode format of The Australian Investors Podcast, your host and investment analyst Owen Rask is joined by Melissa Vincent to run the microscope over 5 Exchange-Traded Funds (ETFs).

    On this week's Core, Satellite, Avoid, Owen and Mel cover:

    1. Global X Battery & Lithium ETF (ASX: ACDC)
    2. VanEck Global Clean Energy ETF (ASX: CLNE)
    3. BetaShares Global Sustainability Leaders ETF (ASX: ETHI)
    4. iShares Future Tech Innovators ETF (ASX: ITEK)
    5. Vanguard Ethically Conscious International Shares Index ETF (ASX: VESG)

    All five of these ETFs have a 'future focus' -- some play into themes about sustainability, others focus on technology and how to capitalise on technology trends which could solve important problems for all of us.

    ~~ Resources ~~


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    Make Owen smile 😊

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    ~~ Our amazing partners ~~

    Download the free Investing in Gold report from Rush Gold

    Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2963 no     Short Meta, long Tesla? RUL & NWL jump, Bega Cheese (BGA) no good?, how ETFs pay dividends & how to read the fear and greed index https://www.raskmedia.com.au/2023/07/15/rul-nwl-bga-shares/ On The Australian Investors Podcast '2 Sense' this week, your host and investment adviser Owen Rask is back with financial planner Drew Meredith, CFP (sometimes called "Andrew Deremith, ESQ", depending on the weather) to answer your investing questions, provide their market update and -- of course -- make you laugh. This week, Drew and Owen tackle: Results from RPMGlobal Holdings (ASX: RUL), Netwealth (ASX: NWL) & Kathmandu (ASX: KMD) Why we wouldn't buy Bega Cheese Ltd (ASX: BGA) but Vegemite is good The big tech stocks we couldn't live without Why Owen would remote Meta Platforms (NASDAQ: META) from the S&P 500 US inflation (kind of) at 3%! How to not read the Fear & Greed index Using a trust to invest, and Why betting on the Australian economy to fall is a BAD IDEA ~~ Resources ~~ Rask Events Roadshow: https://www.rask.com.au/road ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Make Owen smile 😊 If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 14 Jul 2023 21:00:00 -0000 Short Meta, long Tesla? RUL & NWL jump, Bega Cheese (BGA) no good?, how ETFs pay dividends & how to read the fear and greed index full Rask The tech stocks we can't live without, plus is Bega Cheese (ASX:BGA) as good as the Vegemite it's printed on? On The Australian Investors Podcast '2 Sense' this week, your host and investment adviser Owen Rask is back with financial planner Drew Meredith, CFP (sometimes called "Andrew Deremith, ESQ", depending on the weather) to answer your investing questions, provide their market update and -- of course -- make you laugh. This week, Drew and Owen tackle: Results from RPMGlobal Holdings (ASX: RUL), Netwealth (ASX: NWL) & Kathmandu (ASX: KMD) Why we wouldn't buy Bega Cheese Ltd (ASX: BGA) but Vegemite is good The big tech stocks we couldn't live without Why Owen would remote Meta Platforms (NASDAQ: META) from the S&P 500 US inflation (kind of) at 3%! How to not read the Fear & Greed index Using a trust to invest, and Why betting on the Australian economy to fall is a BAD IDEA ~~ Resources ~~ Rask Events Roadshow: https://www.rask.com.au/road ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Make Owen smile 😊 If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices On The Australian Investors Podcast '2 Sense' this week, your host and investment adviser Owen Rask is back with financial planner Drew Meredith, CFP (sometimes called "Andrew Deremith, ESQ", depending on the weather) to answer your investing questions, provide their market update and -- of course -- make you laugh.

    This week, Drew and Owen tackle:

    • Results from RPMGlobal Holdings (ASX: RUL), Netwealth (ASX: NWL) & Kathmandu (ASX: KMD)
    • Why we wouldn't buy Bega Cheese Ltd (ASX: BGA) but Vegemite is good
    • The big tech stocks we couldn't live without
    • Why Owen would remote Meta Platforms (NASDAQ: META) from the S&P 500
    • US inflation (kind of) at 3%!
    • How to not read the Fear & Greed index
    • Using a trust to invest, and
    • Why betting on the Australian economy to fall is a BAD IDEA


    ~~ Resources ~~


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    Make Owen smile 😊

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    ~~ Our amazing partners ~~

    Download the free Investing in Gold report from Rush Gold

    Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4303 no     Don't eat the chicken: futurist Steve Sammartino on farming, Tesla, A.I. & why everyone is faking it https://www.raskmedia.com.au/2023/07/12/steve-sammartino-future/ Steve Sammartino is Australia's leading futurist. He joins Owen Rask for an in-depth discussion on starting and running a tech business, artificial intelligence, farming and philosophy. Steve is one of the world's most engaging and thought-provoking keynote speakers on the future of technology, entrepreneurship and marketing. He has spoken to over 500,000 people in audiences around the world, including Asia, India, Europe, Africa, the USA and is a regular in China. In this episode, Owen and Steve discuss: Steve's model for predicting the future Artificial intelligence (AI) and large language models Why everyone in business is faking it The perception and reality of business and investing General intelligence versus superintelligence Why Steve thinks Tesla is overvalued Human-computer interaction and where we could go from there Episode resources: Video version & show notes Steve Sammartino on The Australian Finance Podcast  Steve Sammartino website Steve Sammartino on socials LinkedIn Twitter Instagram Tiktok ~~ Investor resources ~~ Rask Events Roadshow: https://www.rask.com.au/road ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Make Owen smile 😊 If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 12 Jul 2023 05:30:00 -0000 Don't eat the chicken: futurist Steve Sammartino on farming, Tesla, A.I. & why everyone is faking it full 3 1 Rask Steve Sammartino is Australia's leading futurist for the evolution of technology, entrepreneurship and marketing. Steve Sammartino is Australia's leading futurist. He joins Owen Rask for an in-depth discussion on starting and running a tech business, artificial intelligence, farming and philosophy. Steve is one of the world's most engaging and thought-provoking keynote speakers on the future of technology, entrepreneurship and marketing. He has spoken to over 500,000 people in audiences around the world, including Asia, India, Europe, Africa, the USA and is a regular in China. In this episode, Owen and Steve discuss: Steve's model for predicting the future Artificial intelligence (AI) and large language models Why everyone in business is faking it The perception and reality of business and investing General intelligence versus superintelligence Why Steve thinks Tesla is overvalued Human-computer interaction and where we could go from there Episode resources: Video version & show notes Steve Sammartino on The Australian Finance Podcast  Steve Sammartino website Steve Sammartino on socials LinkedIn Twitter Instagram Tiktok ~~ Investor resources ~~ Rask Events Roadshow: https://www.rask.com.au/road ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Make Owen smile 😊 If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Steve Sammartino is Australia's leading futurist. He joins Owen Rask for an in-depth discussion on starting and running a tech business, artificial intelligence, farming and philosophy.

    Steve is one of the world's most engaging and thought-provoking keynote speakers on the future of technology, entrepreneurship and marketing.

    He has spoken to over 500,000 people in audiences around the world, including Asia, India, Europe, Africa, the USA and is a regular in China.

    In this episode, Owen and Steve discuss:

    • Steve's model for predicting the future
    • Artificial intelligence (AI) and large language models
    • Why everyone in business is faking it
    • The perception and reality of business and investing
    • General intelligence versus superintelligence
    • Why Steve thinks Tesla is overvalued
    • Human-computer interaction and where we could go from there

    Episode resources:

    ~~ Investor resources ~~


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    Make Owen smile 😊

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    ~~ Our amazing partners ~~

    Download the free Investing in Gold report from Rush Gold

    Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     7532 no     How to find 10 baggers on the ASX, WiseTech (ASX:WTF), Elon Musk tipped to buy Telstra (TLS) & Andrew owns WHAT?! https://www.raskmedia.com.au/2023/07/07/how-to-find-10-baggers/ On The Australian Investors Podcast '2 Sense' this week, your host and investment adviser Owen Rask is back with financial planner Drew Meredith, CFP (sometimes called "Andrew Deremith, ESQ", depending on the weather) to answer your investing questions, provide their market update and -- of course -- make you laugh. This week, Drew and Owen tackle: Drew and Owen's 'most surprising' portfolio position ANDREW IS BACK - interest rates are on HOLD! A warning for Vanguard VAP investors Why every analyst is wrong about Wisetech's (ASX:WTC) valuation How bond ETFs really work How Owen hunts for multi-baggers on the ASX Are AREITs a big opportunity? Interest rates are the only thing that matter? ~~ Resources ~~ Rask Events Roadshow: https://www.rask.com.au/road ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Make Owen smile 😊 If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 07 Jul 2023 21:00:00 -0000 How to find 10 baggers on the ASX, WiseTech (ASX:WTF), Elon Musk tipped to buy Telstra (TLS) & Andrew owns WHAT?! full Rask Are interest rates the only thing that matter? Why are analysts' valuations of WiseTech Global Ltd (ASX: WTC) all over the place? Andrew Deremith suggests Elon Musk could buy Telstra (ASX:TLS). On The Australian Investors Podcast '2 Sense' this week, your host and investment adviser Owen Rask is back with financial planner Drew Meredith, CFP (sometimes called "Andrew Deremith, ESQ", depending on the weather) to answer your investing questions, provide their market update and -- of course -- make you laugh. This week, Drew and Owen tackle: Drew and Owen's 'most surprising' portfolio position ANDREW IS BACK - interest rates are on HOLD! A warning for Vanguard VAP investors Why every analyst is wrong about Wisetech's (ASX:WTC) valuation How bond ETFs really work How Owen hunts for multi-baggers on the ASX Are AREITs a big opportunity? Interest rates are the only thing that matter? ~~ Resources ~~ Rask Events Roadshow: https://www.rask.com.au/road ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Make Owen smile 😊 If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices On The Australian Investors Podcast '2 Sense' this week, your host and investment adviser Owen Rask is back with financial planner Drew Meredith, CFP (sometimes called "Andrew Deremith, ESQ", depending on the weather) to answer your investing questions, provide their market update and -- of course -- make you laugh.

    This week, Drew and Owen tackle:

    • Drew and Owen's 'most surprising' portfolio position
    • ANDREW IS BACK - interest rates are on HOLD!
    • A warning for Vanguard VAP investors
    • Why every analyst is wrong about Wisetech's (ASX:WTC) valuation
    • How bond ETFs really work
    • How Owen hunts for multi-baggers on the ASX
    • Are AREITs a big opportunity?
    • Interest rates are the only thing that matter?


    ~~ Resources ~~


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    Make Owen smile 😊

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    ~~ Our amazing partners ~~

    Download the free Investing in Gold report from Rush Gold

    Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4062 no     Buying a KFC chain for less than it's worth, the importance of history and working with Scott Pape, with author Mike Kemp [EXTENDED VERSION] https://www.raskmedia.com.au/2023/07/05/mike-kemp-ulysses-contract/ Michael "Mike" Kemp is a multiple-time author, super-successful private investor, former dentist, student of history and former analyst at Barefoot Investor.  This podcast is the extended version of what's already appeared on The Australian Finance Podcast. It was also FILMED. In this special episode, Mike Kemp joins Owen Rask and Kate Campbell for a discussion about history, the future, human nature, his investment process, economics and living a life of purpose. VIDEO VERSION: https://youtu.be/u_oH7AU0DyU Episode resources: Mike's Book: The Ulysses Contract (Booktopia) Devil Take the Hindmost: A History of Financial Speculation Thinking Fast and Slow The Psychology of Money: Timeless lessons on wealth, greed, and happiness ~~ Resources ~~ Rask Events Roadshow: https://www.rask.com.au/road ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Make Owen smile 😊 If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 05 Jul 2023 05:30:00 -0000 Buying a KFC chain for less than it's worth, the importance of history and working with Scott Pape, with author Mike Kemp [EXTENDED VERSION] full Rask You'll like this. Mike Kemp is a multiple-time author, successful private investor, student of history and the former analyst at Barefoot Investor. Michael "Mike" Kemp is a multiple-time author, super-successful private investor, former dentist, student of history and former analyst at Barefoot Investor.  This podcast is the extended version of what's already appeared on The Australian Finance Podcast. It was also FILMED. In this special episode, Mike Kemp joins Owen Rask and Kate Campbell for a discussion about history, the future, human nature, his investment process, economics and living a life of purpose. VIDEO VERSION: https://youtu.be/u_oH7AU0DyU Episode resources: Mike's Book: The Ulysses Contract (Booktopia) Devil Take the Hindmost: A History of Financial Speculation Thinking Fast and Slow The Psychology of Money: Timeless lessons on wealth, greed, and happiness ~~ Resources ~~ Rask Events Roadshow: https://www.rask.com.au/road ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Make Owen smile 😊 If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Michael "Mike" Kemp is a multiple-time author, super-successful private investor, former dentist, student of history and former analyst at Barefoot Investor. 

    This podcast is the extended version of what's already appeared on The Australian Finance Podcast. It was also FILMED.

    In this special episode, Mike Kemp joins Owen Rask and Kate Campbell for a discussion about history, the future, human nature, his investment process, economics and living a life of purpose.

    VIDEO VERSION: https://youtu.be/u_oH7AU0DyU

    Episode resources:


    ~~ Resources ~~


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    Make Owen smile 😊

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    ~~ Our amazing partners ~~

    Download the free Investing in Gold report from Rush Gold

    Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4799 no     Retirement planning: Before, during and after - the big picture with Fidelity's Richard Dinham https://www.raskmedia.com.au/2023/07/06/fidelity-podcast-richard/ Richard Dinham is the Head of Client Solutions and retirement at Fidelity Australia. He is a trained actuary, with a wealth of experience across multiple asset classes, countries and advice formats. In this Australian Investors Podcast episode, Richard speaks with Owen Rask about all things retirement. Before, during and after. Plus we take a look at the big picture. Download the Fidelity retirement report (PDF) ~~ Resources ~~ Rask Events Roadshow: https://www.rask.com.au/road ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Make Owen smile 😊 If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 05 Jul 2023 00:52:00 -0000 Retirement planning: Before, during and after - the big picture with Fidelity's Richard Dinham full Rask Richard Dinham is the Head of Client Solutions and retirement at Fidelity Australia. He is a trained actuary, with a wealth of experience across multiple asset classes, countries and advice formats. Richard Dinham is the Head of Client Solutions and retirement at Fidelity Australia. He is a trained actuary, with a wealth of experience across multiple asset classes, countries and advice formats. In this Australian Investors Podcast episode, Richard speaks with Owen Rask about all things retirement. Before, during and after. Plus we take a look at the big picture. Download the Fidelity retirement report (PDF) ~~ Resources ~~ Rask Events Roadshow: https://www.rask.com.au/road ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Make Owen smile 😊 If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Richard Dinham is the Head of Client Solutions and retirement at Fidelity Australia. He is a trained actuary, with a wealth of experience across multiple asset classes, countries and advice formats.

    In this Australian Investors Podcast episode, Richard speaks with Owen Rask about all things retirement. Before, during and after. Plus we take a look at the big picture.

    Download the Fidelity retirement report (PDF)

    ~~ Resources ~~


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    Make Owen smile 😊

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    ~~ Our amazing partners ~~

    Download the free Investing in Gold report from Rush Gold

    Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2540 no     Flee the NASDAQ! The 5 BIG risks in 2023, Owen & Drew's best investing themes for then next 6 months, Metcash and CKF pop & Medibank slapped by cyber penalties https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ On The Australian Investors Podcast '2 Sense' this week, your host and investment adviser Owen Rask is back with financial planner Drew Meredith, CFP (sometimes called "Andrew Deremith, ESQ", depending on the weather) to answer your investing questions, provide their market update and -- of course -- make you laugh. This week, Drew and Owen tackle: Time to bail from the NASDAQ? Yeah, nah... not so fast. Collins Foods (CKF) and Metcash (MTS) pop but tough times ahead? "Rates could still fall in 2023" Drew's five things to be wary of: Floating rates, unlisted valuations, "the return of active", 60/40 portfolios are dead, & value vs. growth Transurban (ASX: TCL) against the free world Educating your partner, spouse, sibling or kids about investing ~~ Resources ~~ Young Finance Professionals Bash - get tickets here! https://events.theinside.network/d/60qfkr/ Rask Events Roadshow: https://www.rask.com.au/road Attend the Wattle event (send us a message): https://wattlepartners.com.au/contact/ ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Make Owen smile 😊 If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 30 Jun 2023 21:00:00 -0000 Flee the NASDAQ! The 5 BIG risks in 2023, Owen & Drew's best investing themes for then next 6 months, Metcash and CKF pop & Medibank slapped by cyber penalties full Rask Finfluencer and FinBro tackle the hottest topics and debate the outlook for many financial markets. Plus, is BBUS worth it? On The Australian Investors Podcast '2 Sense' this week, your host and investment adviser Owen Rask is back with financial planner Drew Meredith, CFP (sometimes called "Andrew Deremith, ESQ", depending on the weather) to answer your investing questions, provide their market update and -- of course -- make you laugh. This week, Drew and Owen tackle: Time to bail from the NASDAQ? Yeah, nah... not so fast. Collins Foods (CKF) and Metcash (MTS) pop but tough times ahead? "Rates could still fall in 2023" Drew's five things to be wary of: Floating rates, unlisted valuations, "the return of active", 60/40 portfolios are dead, & value vs. growth Transurban (ASX: TCL) against the free world Educating your partner, spouse, sibling or kids about investing ~~ Resources ~~ Young Finance Professionals Bash - get tickets here! https://events.theinside.network/d/60qfkr/ Rask Events Roadshow: https://www.rask.com.au/road Attend the Wattle event (send us a message): https://wattlepartners.com.au/contact/ ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Make Owen smile 😊 If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices On The Australian Investors Podcast '2 Sense' this week, your host and investment adviser Owen Rask is back with financial planner Drew Meredith, CFP (sometimes called "Andrew Deremith, ESQ", depending on the weather) to answer your investing questions, provide their market update and -- of course -- make you laugh.

    This week, Drew and Owen tackle:

    • Time to bail from the NASDAQ? Yeah, nah... not so fast.
    • Collins Foods (CKF) and Metcash (MTS) pop but tough times ahead?
    • "Rates could still fall in 2023"
    • Drew's five things to be wary of: Floating rates, unlisted valuations, "the return of active", 60/40 portfolios are dead, & value vs. growth
    • Transurban (ASX: TCL) against the free world
    • Educating your partner, spouse, sibling or kids about investing


    ~~ Resources ~~


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    Make Owen smile 😊

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    ~~ Our amazing partners ~~

    Download the free Investing in Gold report from Rush Gold

    Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3817 yes     Investing in AI: ETFs or stocks? Ft. Owen Rask & Blair Hannon https://www.raskmedia.com.au/2023/06/28/invest-in-ai-stocks/ On The Australian Investors Podcast today, Owen Rask is joined by Blair Hannon of Global X ETFs to talk about the ways to play investing in Artificial Intelligence (AI). The duo talk about ETFs, stocks like NVIDIA, TECH, FANG and more. This is a sponsored episode of The Australian Investors Podcast. ~~ Episode intelligence ~~ Learn more about Blair ETF landscape report (every ETF, in one report): bit.ly/gx-etfs Global X ETFs: https://www.globalxetfs.com.au/products/ ~~ Resources ~~ Rask Events Roadshow: https://www.rask.com.au/road ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Make Owen smile 😊 If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 28 Jun 2023 05:40:14 -0000 Investing in AI: ETFs or stocks? Ft. Owen Rask & Blair Hannon full Rask Blair Hannon of Global X ETFs joins Owen Rask to talk about all things generative A.I. and how to play it. On The Australian Investors Podcast today, Owen Rask is joined by Blair Hannon of Global X ETFs to talk about the ways to play investing in Artificial Intelligence (AI). The duo talk about ETFs, stocks like NVIDIA, TECH, FANG and more. This is a sponsored episode of The Australian Investors Podcast. ~~ Episode intelligence ~~ Learn more about Blair ETF landscape report (every ETF, in one report): bit.ly/gx-etfs Global X ETFs: https://www.globalxetfs.com.au/products/ ~~ Resources ~~ Rask Events Roadshow: https://www.rask.com.au/road ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Make Owen smile 😊 If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices On The Australian Investors Podcast today, Owen Rask is joined by Blair Hannon of Global X ETFs to talk about the ways to play investing in Artificial Intelligence (AI). The duo talk about ETFs, stocks like NVIDIA, TECH, FANG and more.

    This is a sponsored episode of The Australian Investors Podcast.

    ~~ Episode intelligence ~~


    ~~ Resources ~~


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    Make Owen smile 😊

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    ~~ Our amazing partners ~~

    Download the free Investing in Gold report from Rush Gold

    Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2260 no     Is my Tesla tax deductible? Buying a car for work, giving yourself a "pay rise" & FBT explained [CROSS POST} https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ This is a special cross-posted episode of The Australian Investors Podcast - it comes directly from The Australian Business Podcast, Owen's favourite new series on starting, buying, owning and scaling private businesses. About this episode Danil just had a baby (congrats!), Jordan just bought a Tesla, and Owen... also placed an order for a Tesla (even though he LOVES his banged-up old Subaru). Almost every person or business owns a vehicle for business and private use. And too many think a car is 100% tax deductible - which is not often the right answer. In this episode, Owen, Danil and Jordan explain: How to work out if your car is tax deductible Why does it make sense to buy a base model Tesla with ATO rules? (Check Luxury Car Tax) What does Fringe Benefits Tax (FBT) means and how to calculate it How to calculate depreciation on your car using the logbook How to do a logbook and remind yourself How much can tradies claim on their car? Can office workers claim the cost of a car? Subscribe to the Australian Business Podcast: ⁠Apple podcasts⁠: https://podcasts.apple.com/au/podcast/australian-business-podcast/id1551250845 ⁠Spotify⁠: https://open.spotify.com/show/3044vSU0er64EdV1e4Pzrc ⁠Google Podcasts⁠: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5tZWdhcGhvbmUuZm0vYXVzdHJhbGlhbi1idXNpbmVzcy1wb2RjYXN0 ⁠Other channels⁠: https://www.raskmedia.com.au/podcasts/australian-business-podcast/ ~~ Resources ~~ ATO page on electric vehicles: https://www.ato.gov.au/Business/Fringe-benefits-tax/Types-of-fringe-benefits/fbt-on-cars,-other-vehicles,-parking-and-tolls/electric-cars-exemption/ Ask a question: https://bit.ly/3QtiY00 Grey Space website: http://bit.ly/3DG5lWS Free business course: https://bit.ly/rask-biz-course Owen Rask's business coaching (beta): https://bit.ly/coach-owen This Australian Business Podcast Episode is for founders, business owners and investors in private companies. Join 2,300+ students in our free business course! If you liked this episode, don’t forget to consider taking our free business course and tuning into the Australian Business Podcast episode one, in which I shared my journey. Love the Australian Business Podcast? Let me know about it by leaving a review on Apple or Spotify.  If you want to help me out with the course, right now the best thing you can do is subscribe and review this podcast in Apple or Spotify. Please use the “Ask a question” menu link on the Rask websites, or leave your questions in the Apple Reviews. ✅ Grey Space Advisory – accounting today for a smarter tomorrow Do you get stuck worrying about your business’ finances? Or what needs to be paid to ATO, employees, Super funds and so on? The Australian Business Podcast is proud to announce that our sponsor, Grey Space Advisory, is offering all business owners a financial health check. Jordan and Danil’s expert team of accountants will conduct a review of your tax structure, bank set-up, ATO obligations and reporting, business insurance and provide some advice on how to manage all of this — for just $99! Book a $99 business health check with the Grey Space Advisory team and tell them Owen sent you. ☕️ Rumble Coffee Roasters — our OG sponsor & coffee genius! Rumble Coffee Roasters is dedicated to helping you drink better coffee. Knock-out blends, world-class single origins, bold espressos and flavour-filled filter roasts. Rumble Coffee prides itself on personal relationships with producers and customers alike. Tell them Rask sent you.  *** The information on this website and in our podcasts is general financial and tax information only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser or tax agent. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 26 Jun 2023 05:30:00 -0000 Is my Tesla tax deductible? Buying a car for work, giving yourself a "pay rise" & FBT explained [CROSS POST} full Rask Cross-posted from The Australian Business Podcast, hear Owen Rask, Jordan Kidis and Danil Goloubev share some tax-time secrets. This is a special cross-posted episode of The Australian Investors Podcast - it comes directly from The Australian Business Podcast, Owen's favourite new series on starting, buying, owning and scaling private businesses. About this episode Danil just had a baby (congrats!), Jordan just bought a Tesla, and Owen... also placed an order for a Tesla (even though he LOVES his banged-up old Subaru). Almost every person or business owns a vehicle for business and private use. And too many think a car is 100% tax deductible - which is not often the right answer. In this episode, Owen, Danil and Jordan explain: How to work out if your car is tax deductible Why does it make sense to buy a base model Tesla with ATO rules? (Check Luxury Car Tax) What does Fringe Benefits Tax (FBT) means and how to calculate it How to calculate depreciation on your car using the logbook How to do a logbook and remind yourself How much can tradies claim on their car? Can office workers claim the cost of a car? Subscribe to the Australian Business Podcast: ⁠Apple podcasts⁠: https://podcasts.apple.com/au/podcast/australian-business-podcast/id1551250845 ⁠Spotify⁠: https://open.spotify.com/show/3044vSU0er64EdV1e4Pzrc ⁠Google Podcasts⁠: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5tZWdhcGhvbmUuZm0vYXVzdHJhbGlhbi1idXNpbmVzcy1wb2RjYXN0 ⁠Other channels⁠: https://www.raskmedia.com.au/podcasts/australian-business-podcast/ ~~ Resources ~~ ATO page on electric vehicles: https://www.ato.gov.au/Business/Fringe-benefits-tax/Types-of-fringe-benefits/fbt-on-cars,-other-vehicles,-parking-and-tolls/electric-cars-exemption/ Ask a question: https://bit.ly/3QtiY00 Grey Space website: http://bit.ly/3DG5lWS Free business course: https://bit.ly/rask-biz-course Owen Rask's business coaching (beta): https://bit.ly/coach-owen This Australian Business Podcast Episode is for founders, business owners and investors in private companies. Join 2,300+ students in our free business course! If you liked this episode, don’t forget to consider taking our free business course and tuning into the Australian Business Podcast episode one, in which I shared my journey. Love the Australian Business Podcast? Let me know about it by leaving a review on Apple or Spotify.  If you want to help me out with the course, right now the best thing you can do is subscribe and review this podcast in Apple or Spotify. Please use the “Ask a question” menu link on the Rask websites, or leave your questions in the Apple Reviews. ✅ Grey Space Advisory – accounting today for a smarter tomorrow Do you get stuck worrying about your business’ finances? Or what needs to be paid to ATO, employees, Super funds and so on? The Australian Business Podcast is proud to announce that our sponsor, Grey Space Advisory, is offering all business owners a financial health check. Jordan and Danil’s expert team of accountants will conduct a review of your tax structure, bank set-up, ATO obligations and reporting, business insurance and provide some advice on how to manage all of this — for just $99! Book a $99 business health check with the Grey Space Advisory team and tell them Owen sent you. ☕️ Rumble Coffee Roasters — our OG sponsor & coffee genius! Rumble Coffee Roasters is dedicated to helping you drink better coffee. Knock-out blends, world-class single origins, bold espressos and flavour-filled filter roasts. Rumble Coffee prides itself on personal relationships with producers and customers alike. Tell them Rask sent you.  *** The information on this website and in our podcasts is general financial and tax information only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser or tax agent. Learn more about your ad choices. Visit megaphone.fm/adchoices This is a special cross-posted episode of The Australian Investors Podcast - it comes directly from The Australian Business Podcast, Owen's favourite new series on starting, buying, owning and scaling private businesses.

    About this episode

    Danil just had a baby (congrats!), Jordan just bought a Tesla, and Owen... also placed an order for a Tesla (even though he LOVES his banged-up old Subaru).

    Almost every person or business owns a vehicle for business and private use. And too many think a car is 100% tax deductible - which is not often the right answer.


    In this episode, Owen, Danil and Jordan explain:

    • How to work out if your car is tax deductible
    • Why does it make sense to buy a base model Tesla with ATO rules? (Check Luxury Car Tax)
    • What does Fringe Benefits Tax (FBT) means and how to calculate it
    • How to calculate depreciation on your car using the logbook
    • How to do a logbook and remind yourself
    • How much can tradies claim on their car?
    • Can office workers claim the cost of a car?

    Subscribe to the Australian Business Podcast:

    ⁠Apple podcasts⁠: https://podcasts.apple.com/au/podcast/australian-business-podcast/id1551250845

    ⁠Spotify⁠: https://open.spotify.com/show/3044vSU0er64EdV1e4Pzrc

    ⁠Google Podcasts⁠: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5tZWdhcGhvbmUuZm0vYXVzdHJhbGlhbi1idXNpbmVzcy1wb2RjYXN0

    ⁠Other channels⁠: https://www.raskmedia.com.au/podcasts/australian-business-podcast/


    ~~ Resources ~~

    ATO page on electric vehicles: https://www.ato.gov.au/Business/Fringe-benefits-tax/Types-of-fringe-benefits/fbt-on-cars,-other-vehicles,-parking-and-tolls/electric-cars-exemption/

    Ask a question: https://bit.ly/3QtiY00

    Grey Space website: http://bit.ly/3DG5lWS

    Free business course: https://bit.ly/rask-biz-course

    Owen Rask's business coaching (beta): https://bit.ly/coach-owen

    This Australian Business Podcast Episode is for founders, business owners and investors in private companies.

    Join 2,300+ students in our free business course!

    If you liked this episode, don’t forget to consider taking our free business course and tuning into the Australian Business Podcast episode one, in which I shared my journey.

    Love the Australian Business Podcast? Let me know about it by leaving a review on Apple or Spotify. 

    If you want to help me out with the course, right now the best thing you can do is subscribe and review this podcast in Apple or Spotify. Please use the “Ask a question” menu link on the Rask websites, or leave your questions in the Apple Reviews.

    ✅ Grey Space Advisory – accounting today for a smarter tomorrow

    Do you get stuck worrying about your business’ finances? Or what needs to be paid to ATO, employees, Super funds and so on? The Australian Business Podcast is proud to announce that our sponsor, Grey Space Advisory, is offering all business owners a financial health check.

    Jordan and Danil’s expert team of accountants will conduct a review of your tax structure, bank set-up, ATO obligations and reporting, business insurance and provide some advice on how to manage all of this — for just $99! Book a $99 business health check with the Grey Space Advisory team and tell them Owen sent you.

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    Rumble Coffee Roasters is dedicated to helping you drink better coffee. Knock-out blends, world-class single origins, bold espressos and flavour-filled filter roasts. Rumble Coffee prides itself on personal relationships with producers and customers alike. Tell them Rask sent you. 

    ***

    The information on this website and in our podcasts is general financial and tax information only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser or tax agent.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1928 no     PME, XRO & TLS killin' it, VDHG for life? Too late to FANG? A.I. bubbles & why Deremith is off my Christmas card list https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ On The Australian Investors Podcast '2 Sense' this week, your host and analyst Owen Rask is back with financial planner Drew Meredith, CFP (sometimes called "Andrew Deremith, ESQ", depending on the weather) to answer your investing questions, provide their market update and -- of course -- make you laugh. This week, Drew and Owen tackle: Is Vanguard VDHG a really bad idea for tax reasons? Why Telstra, Woolworths, Xero & Pro Medicus are crushing it Are we all too late to the Global X FANG+ ETF (FANG) party? RBA stuff Are RSUs tax effective? What's up with micro and small-cap biotech ETFs? ~~ Resources ~~ Young Finance Professionals Bash - get tickets here! https://events.theinside.network/d/60qfkr/ Rask Events Roadshow: https://www.rask.com.au/road Attend the Wattle event (send us a message): https://wattlepartners.com.au/contact/ ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Make Owen smile 😊 If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 23 Jun 2023 21:00:00 -0000 PME, XRO & TLS killin' it, VDHG for life? Too late to FANG? A.I. bubbles & why Deremith is off my Christmas card list full Rask Andrew Deremith and Owen Rask are back behind the mic, answering your questions. On The Australian Investors Podcast '2 Sense' this week, your host and analyst Owen Rask is back with financial planner Drew Meredith, CFP (sometimes called "Andrew Deremith, ESQ", depending on the weather) to answer your investing questions, provide their market update and -- of course -- make you laugh. This week, Drew and Owen tackle: Is Vanguard VDHG a really bad idea for tax reasons? Why Telstra, Woolworths, Xero & Pro Medicus are crushing it Are we all too late to the Global X FANG+ ETF (FANG) party? RBA stuff Are RSUs tax effective? What's up with micro and small-cap biotech ETFs? ~~ Resources ~~ Young Finance Professionals Bash - get tickets here! https://events.theinside.network/d/60qfkr/ Rask Events Roadshow: https://www.rask.com.au/road Attend the Wattle event (send us a message): https://wattlepartners.com.au/contact/ ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Make Owen smile 😊 If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices On The Australian Investors Podcast '2 Sense' this week, your host and analyst Owen Rask is back with financial planner Drew Meredith, CFP (sometimes called "Andrew Deremith, ESQ", depending on the weather) to answer your investing questions, provide their market update and -- of course -- make you laugh.

    This week, Drew and Owen tackle:

    • Is Vanguard VDHG a really bad idea for tax reasons?
    • Why Telstra, Woolworths, Xero & Pro Medicus are crushing it
    • Are we all too late to the Global X FANG+ ETF (FANG) party?
    • RBA stuff
    • Are RSUs tax effective?
    • What's up with micro and small-cap biotech ETFs?


    ~~ Resources ~~


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    Make Owen smile 😊

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    ~~ Our amazing partners ~~

    Download the free Investing in Gold report from Rush Gold

    Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4050 yes     A hidden events business, why Tencent is my problem child and hunting for unusual catalysts, ft. WAM's Catriona Burns https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Catriona Burns is the Lead Portfolio Manager for WAM Global and an investor with 19 years of experience hunting for catalysts. In this Australian Investors Podcast episode, Catriona sat down with Owen Rask to talk about the businesses which caught her off guard, the problem children, and the best business models. ~~ Resources ~~ WAM website: https://wilsonassetmanagement.com.au/about-us/?utm_source=RASK Rask Events Roadshow: https://www.rask.com.au/road ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst GREAT DEALS GO BELOW Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Make Owen smile 😊 If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 21 Jun 2023 05:28:00 -0000 A hidden events business, why Tencent is my problem child and hunting for unusual catalysts, ft. WAM's Catriona Burns full Rask Catriona Burns is the Lead Portfolio Manager for WAM Global and an investor with 19 years of experience hunting for catalysts. Catriona Burns is the Lead Portfolio Manager for WAM Global and an investor with 19 years of experience hunting for catalysts. In this Australian Investors Podcast episode, Catriona sat down with Owen Rask to talk about the businesses which caught her off guard, the problem children, and the best business models. ~~ Resources ~~ WAM website: https://wilsonassetmanagement.com.au/about-us/?utm_source=RASK Rask Events Roadshow: https://www.rask.com.au/road ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst GREAT DEALS GO BELOW Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Make Owen smile 😊 If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Catriona Burns is the Lead Portfolio Manager for WAM Global and an investor with 19 years of experience hunting for catalysts.

    In this Australian Investors Podcast episode, Catriona sat down with Owen Rask to talk about the businesses which caught her off guard, the problem children, and the best business models.

    ~~ Resources ~~

    GREAT DEALS GO BELOW

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    Make Owen smile 😊

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    ~~ Our amazing partners ~~

    Download the free Investing in Gold report from Rush Gold: https://bit.ly/r-gold

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2716 no     Does ESG cost? Nathan Hughes on learning from Aussie greats and the best business models https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast, on behalf of The Australian Shareholders Association, Owen Rask is joined Nathan Hughes, CFA, portfolio manager for the Perpetual ESG Australian Share Fund. Owen and Nathan talk about the ASX's best business models, learning from great Aussie investors and whether ESG investing impacts your return. On this episode of the Australian Investors Podcast: The history and investment philosophy of Perpetual Perpetual ESG Australian Share Fund Fund strategy and philosophy Perpetual's filters and screening for companies Value and ESG screening - how Perpetual is different from other fund managers How to measure ESG and interaction with companies What happens if a holding falls outside of ESG framework How can we ensure investors are getting the right ESG exposure? ~~ Resources ~~ Perpetual website: https://www.perpetual.com.au/funds/perpetual-esg-australian-share-fund/?utm_source=RASK ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Make Owen smile 😊 If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 20 Jun 2023 06:31:00 -0000 Does ESG cost? Nathan Hughes on learning from Aussie greats and the best business models full Rask Nathan Hughes is the Portfolio Manager for the Perpetual ESG Australian Share Fund and Income Share Fund, and an analyst. He joins Owen Rask on the Australian Investors Podcast. In this Australian Investors Podcast, on behalf of The Australian Shareholders Association, Owen Rask is joined Nathan Hughes, CFA, portfolio manager for the Perpetual ESG Australian Share Fund. Owen and Nathan talk about the ASX's best business models, learning from great Aussie investors and whether ESG investing impacts your return. On this episode of the Australian Investors Podcast: The history and investment philosophy of Perpetual Perpetual ESG Australian Share Fund Fund strategy and philosophy Perpetual's filters and screening for companies Value and ESG screening - how Perpetual is different from other fund managers How to measure ESG and interaction with companies What happens if a holding falls outside of ESG framework How can we ensure investors are getting the right ESG exposure? ~~ Resources ~~ Perpetual website: https://www.perpetual.com.au/funds/perpetual-esg-australian-share-fund/?utm_source=RASK ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Make Owen smile 😊 If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast, on behalf of The Australian Shareholders Association, Owen Rask is joined Nathan Hughes, CFA, portfolio manager for the Perpetual ESG Australian Share Fund.

    Owen and Nathan talk about the ASX's best business models, learning from great Aussie investors and whether ESG investing impacts your return.

    On this episode of the Australian Investors Podcast:

    • The history and investment philosophy of Perpetual
    • Perpetual ESG Australian Share Fund
    • Fund strategy and philosophy
    • Perpetual's filters and screening for companies
    • Value and ESG screening - how Perpetual is different from other fund managers
    • How to measure ESG and interaction with companies
    • What happens if a holding falls outside of ESG framework
    • How can we ensure investors are getting the right ESG exposure?

    ~~ Resources ~~


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    Make Owen smile 😊

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    ~~ Our amazing partners ~~

    Download the free Investing in Gold report from Rush Gold: https://bit.ly/r-gold

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2680 no     Was Andrew wrong? Is Smartpay (ASX: SMP) a buy, opening an SMSF, China v America https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ On The Australian Investors Podcast ‘2 Sense‘ this week, your host and analyst Owen Rask is back with financial planner Drew Meredith, CFP (also called "Andrew Deremith, ESQ", depending on the weather) to answer your investing questions, provide their market update and -- of course -- make you laugh. This week, Drew and Owen talk about: - Are RBA interest rates ever going to fall? - When do I open an SMSF? - Is Smartpay Ltd (ASX: SMP) a good buy for rising inflation? - Why not invest everything in the USA and walk away? - When do I hedge the AUD-USD currency? - Why buy the IXJ ETF when you own IVV and IEU? ~~ Resources ~~ Young Finance Professionals Bash - get tickets here! https://events.theinside.network/d/60qfkr/ ASK A QUESTION HERE Rask Events Roadshow: https://www.rask.com.au/road Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Make Owen smile 😊 If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 16 Jun 2023 21:00:00 -0000 Was Andrew wrong? Is Smartpay (ASX: SMP) a buy, opening an SMSF, China v America full Rask Owen Rask and Drew Meredith are back to answer your questions covering RBA interest rates, Smartpay's ability to outperform inflation and so much more. On The Australian Investors Podcast ‘2 Sense‘ this week, your host and analyst Owen Rask is back with financial planner Drew Meredith, CFP (also called "Andrew Deremith, ESQ", depending on the weather) to answer your investing questions, provide their market update and -- of course -- make you laugh. This week, Drew and Owen talk about: - Are RBA interest rates ever going to fall? - When do I open an SMSF? - Is Smartpay Ltd (ASX: SMP) a good buy for rising inflation? - Why not invest everything in the USA and walk away? - When do I hedge the AUD-USD currency? - Why buy the IXJ ETF when you own IVV and IEU? ~~ Resources ~~ Young Finance Professionals Bash - get tickets here! https://events.theinside.network/d/60qfkr/ ASK A QUESTION HERE Rask Events Roadshow: https://www.rask.com.au/road Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Make Owen smile 😊 If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices On The Australian Investors Podcast ‘2 Sense‘ this week, your host and analyst Owen Rask is back with financial planner Drew Meredith, CFP (also called "Andrew Deremith, ESQ", depending on the weather) to answer your investing questions, provide their market update and -- of course -- make you laugh.

    This week, Drew and Owen talk about:

    - Are RBA interest rates ever going to fall?

    - When do I open an SMSF?

    - Is Smartpay Ltd (ASX: SMP) a good buy for rising inflation?

    - Why not invest everything in the USA and walk away?

    - When do I hedge the AUD-USD currency?

    - Why buy the IXJ ETF when you own IVV and IEU?

    ~~ Resources ~~


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    Make Owen smile 😊

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    ~~ Our amazing partners ~~

    Download the free Investing in Gold report from Rush Gold: https://bit.ly/r-gold

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3858 no     Making the case for Flight Centre (ASX: FLT): Will Culbert dives into FLT shares https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Flight Centre Travel Management (ASX: FLT) is Australia's premier travel management and travel providers. Will Culbert is a portfolio manager at Contact Asset Management. He weighs in on the opportunity in FLT, providing deep insights into why this could be an impressive opportunity. Will chats with Owen Rask about why FLT is included in the portfolio. Rask Events Roadshow: https://www.rask.com.au/road Recorded: 10 May 2023. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Make Owen smile 😊 If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ~~ Our amazing partners ~~ 👑 Download the free Investing in Gold report from Rush Gold 👑 Download here: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 14 Jun 2023 22:32:00 -0000 Making the case for Flight Centre (ASX: FLT): Will Culbert dives into FLT shares full Rask ContactAM's Will Culbert makes the case for owning Australia's #1 travel management company. Is it too late to start a position? Flight Centre Travel Management (ASX: FLT) is Australia's premier travel management and travel providers. Will Culbert is a portfolio manager at Contact Asset Management. He weighs in on the opportunity in FLT, providing deep insights into why this could be an impressive opportunity. Will chats with Owen Rask about why FLT is included in the portfolio. Rask Events Roadshow: https://www.rask.com.au/road Recorded: 10 May 2023. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Make Owen smile 😊 If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ~~ Our amazing partners ~~ 👑 Download the free Investing in Gold report from Rush Gold 👑 Download here: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Flight Centre Travel Management (ASX: FLT) is Australia's premier travel management and travel providers.

    Will Culbert is a portfolio manager at Contact Asset Management. He weighs in on the opportunity in FLT, providing deep insights into why this could be an impressive opportunity.

    Will chats with Owen Rask about why FLT is included in the portfolio.

    Rask Events Roadshow: https://www.rask.com.au/road

    Recorded: 10 May 2023.

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    Make Owen smile 😊

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    ~~ Our amazing partners ~~

    👑 Download the free Investing in Gold report from Rush Gold 👑

    Download here: https://bit.ly/r-gold

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1700 no     Prof. Lawrence Cunningham: Warren Buffett's advantage, the hidden risks of index funds and how to write better Professor Lawrence Cunningham is the author of one of the most popular Warren Buffett books of all time, The Essays of Warren Buffett; sits on the board of Constellation Software (CSU), is the pioneer of the quality shareholders movement, an advocate of proper corporate governance, and is a tremendous writer and educator.  Professor Lawrence Cunningham sat down with Owen Rask during an Australian trip, around the time of his book launch for Margin of Trust. Watch the video version on the show notes page. Full resources & show notes: https://www.raskmedia.com.au/2023/06/10/lawrence-cunningham-podcast/ Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Make Owen smile 😊 If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ~~ Our amazing partners ~~ 👑 Download the free Investing in Gold report from Rush Gold 👑 Download here: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 09 Jun 2023 21:00:00 -0000 Prof. Lawrence Cunningham: Warren Buffett's advantage, the hidden risks of index funds and how to write better full Rask Lawrence Cunningham is the author of one of the most popular Warren Buffett books of all time, the Essays of Warren Buffett; sits on the board of Constellation Software (CSU), the pioneer of quality shareholders, and is a tremendous writer and educator. Professor Lawrence Cunningham is the author of one of the most popular Warren Buffett books of all time, The Essays of Warren Buffett; sits on the board of Constellation Software (CSU), is the pioneer of the quality shareholders movement, an advocate of proper corporate governance, and is a tremendous writer and educator.  Professor Lawrence Cunningham sat down with Owen Rask during an Australian trip, around the time of his book launch for Margin of Trust. Watch the video version on the show notes page. Full resources & show notes: https://www.raskmedia.com.au/2023/06/10/lawrence-cunningham-podcast/ Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Make Owen smile 😊 If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ~~ Our amazing partners ~~ 👑 Download the free Investing in Gold report from Rush Gold 👑 Download here: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Professor Lawrence Cunningham is the author of one of the most popular Warren Buffett books of all time, The Essays of Warren Buffett; sits on the board of Constellation Software (CSU), is the pioneer of the quality shareholders movement, an advocate of proper corporate governance, and is a tremendous writer and educator. 

    Professor Lawrence Cunningham sat down with Owen Rask during an Australian trip, around the time of his book launch for Margin of Trust.

    Watch the video version on the show notes page.

    Full resources & show notes: https://www.raskmedia.com.au/2023/06/10/lawrence-cunningham-podcast/


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    Make Owen smile 😊

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    ~~ Our amazing partners ~~

    👑 Download the free Investing in Gold report from Rush Gold 👑

    Download here: https://bit.ly/r-gold

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2955 no     Metcash (ASX:MTS) deep dive: Contact AM's Will Culbert dives into Australia's leading independent supermarket retailer https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Metcash Ltd (ASX: MTS) trades on a big dividend yield, owns impressive brands like IGA, Mitre 10, and more. But can it survive under pressure from Woolworths (ASX:WOW), Coles (ASX:COL) and Aldi? Will Culbert is a portfolio manager at Contact Asset Management. He weighs in on the debate, providing deep insights into why this could be an impressive opportunity. Recorded: 10 May 2023. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Make Owen smile 😊 If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ~~ Our amazing partners ~~ 👑 Download the free Investing in Gold report from Rush Gold 👑 Download here: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 07 Jun 2023 06:00:09 -0000 Metcash (ASX:MTS) deep dive: Contact AM's Will Culbert dives into Australia's leading independent supermarket retailer full Rask Metcash Ltd (ASX: MTS) trades on a big dividend yield, owns impressive brands like Mitre 10 and more. Can it survive under pressure from Woolworths (ASX:WOW), Coles (ASX:COL) and Aldi? Metcash Ltd (ASX: MTS) trades on a big dividend yield, owns impressive brands like IGA, Mitre 10, and more. But can it survive under pressure from Woolworths (ASX:WOW), Coles (ASX:COL) and Aldi? Will Culbert is a portfolio manager at Contact Asset Management. He weighs in on the debate, providing deep insights into why this could be an impressive opportunity. Recorded: 10 May 2023. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Make Owen smile 😊 If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ~~ Our amazing partners ~~ 👑 Download the free Investing in Gold report from Rush Gold 👑 Download here: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Metcash Ltd (ASX: MTS) trades on a big dividend yield, owns impressive brands like IGA, Mitre 10, and more. But can it survive under pressure from Woolworths (ASX:WOW), Coles (ASX:COL) and Aldi?

    Will Culbert is a portfolio manager at Contact Asset Management. He weighs in on the debate, providing deep insights into why this could be an impressive opportunity.

    Recorded: 10 May 2023.

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    Make Owen smile 😊

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    ~~ Our amazing partners ~~

    👑 Download the free Investing in Gold report from Rush Gold 👑

    Download here: https://bit.ly/r-gold

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1926 no     GOLD: Buy, hold, sell, invest... transact? How a 45,000km bike ride led to the rise of Rush Gold https://www.raskmedia.com.au/2023/06/05/rush-gold/ Jodi Stanton is the co-founder of Rush Gold, an Australian platform enabling you to buy, hold, sell, invest and transact in gold 24/7. From as little as a couple of dollars to $10,000 or up to a million, Rush Gold helps investors get direct exposure to gold for as little as 1% with capped fees. This podcast takes you along the remarkable journey of how Jodi Stanton navigated her life from a super-entrepreneur to Yale University to a Wall Street actuary testifying before courts. Jodi explains how a trip around the world on a bike and a move to Australia led to the re-birth of a 'gold standard' style financial services platform, Rush. Please note this podcast with Rush Gold is a sponsored episode. ~~ Resources ~~ Rush Gold free investing report: https://bit.ly/r-gold Jodi's LinkedIn: https://www.linkedin.com/in/jodistanton Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Make Owen smile 😊 If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ~~ Our amazing partners ~~ 👑 Download the free Investing in Gold report from Rush Gold 👑 Download here: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 05 Jun 2023 05:30:00 -0000 GOLD: Buy, hold, sell, invest... transact? How a 45,000km bike ride led to the rise of Rush Gold full Rask Jodi Stanton is the co-founder of Rush Gold, a platform enabling you to buy, hold, sell, invest and transact in gold 24/7. Jodi Stanton is the co-founder of Rush Gold, an Australian platform enabling you to buy, hold, sell, invest and transact in gold 24/7. From as little as a couple of dollars to $10,000 or up to a million, Rush Gold helps investors get direct exposure to gold for as little as 1% with capped fees. This podcast takes you along the remarkable journey of how Jodi Stanton navigated her life from a super-entrepreneur to Yale University to a Wall Street actuary testifying before courts. Jodi explains how a trip around the world on a bike and a move to Australia led to the re-birth of a 'gold standard' style financial services platform, Rush. Please note this podcast with Rush Gold is a sponsored episode. ~~ Resources ~~ Rush Gold free investing report: https://bit.ly/r-gold Jodi's LinkedIn: https://www.linkedin.com/in/jodistanton Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Make Owen smile 😊 If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ~~ Our amazing partners ~~ 👑 Download the free Investing in Gold report from Rush Gold 👑 Download here: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Jodi Stanton is the co-founder of Rush Gold, an Australian platform enabling you to buy, hold, sell, invest and transact in gold 24/7. From as little as a couple of dollars to $10,000 or up to a million, Rush Gold helps investors get direct exposure to gold for as little as 1% with capped fees.

    This podcast takes you along the remarkable journey of how Jodi Stanton navigated her life from a super-entrepreneur to Yale University to a Wall Street actuary testifying before courts. Jodi explains how a trip around the world on a bike and a move to Australia led to the re-birth of a 'gold standard' style financial services platform, Rush.

    Please note this podcast with Rush Gold is a sponsored episode.

    ~~ Resources ~~


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    Make Owen smile 😊

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    ~~ Our amazing partners ~~

    👑 Download the free Investing in Gold report from Rush Gold 👑

    Download here: https://bit.ly/r-gold

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4041 no     FANG ETF: the greatest call of all time? Andrew Deremith's Goats Cheese, VSO, Paladin & more https://www.raskmedia.com.au/2023/06/03/fang-etf-asx-fang/ On The Australian Investors Podcast ‘2 Sense‘ this week, your host and analyst Owen Rask is back with financial planner Drew Meredith, CFP (also called "Andrew Deremith, ESQ", depending on the weather) to answer your investing questions, provide their market update and -- of course -- make you laugh. This week, Drew and Owen talk about the rise of FANG stocks, and Drew's late 2022 call on the Global X FANG+ ETF (ASX: FANG), why we don't talk much about small-cap ETFs, what to invest in for a newborn child, retirement planning with a defined benefit plan and the 5 indicators we would use to screen for stocks. ~~ Resources ~~ Young Finance Professionals Bash - get tickets here! https://events.theinside.network/d/60qfkr/ ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Make Owen smile 😊 If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 02 Jun 2023 21:00:00 -0000 FANG ETF: the greatest call of all time? Andrew Deremith's Goats Cheese, VSO, Paladin & more full Rask Owen Rask and Drew Meredith are back to answer your questions covering small-cap ETFs, Drew's one good call (FANG) and more. On The Australian Investors Podcast ‘2 Sense‘ this week, your host and analyst Owen Rask is back with financial planner Drew Meredith, CFP (also called "Andrew Deremith, ESQ", depending on the weather) to answer your investing questions, provide their market update and -- of course -- make you laugh. This week, Drew and Owen talk about the rise of FANG stocks, and Drew's late 2022 call on the Global X FANG+ ETF (ASX: FANG), why we don't talk much about small-cap ETFs, what to invest in for a newborn child, retirement planning with a defined benefit plan and the 5 indicators we would use to screen for stocks. ~~ Resources ~~ Young Finance Professionals Bash - get tickets here! https://events.theinside.network/d/60qfkr/ ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Make Owen smile 😊 If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices On The Australian Investors Podcast ‘2 Sense‘ this week, your host and analyst Owen Rask is back with financial planner Drew Meredith, CFP (also called "Andrew Deremith, ESQ", depending on the weather) to answer your investing questions, provide their market update and -- of course -- make you laugh.

    This week, Drew and Owen talk about the rise of FANG stocks, and Drew's late 2022 call on the Global X FANG+ ETF (ASX: FANG), why we don't talk much about small-cap ETFs, what to invest in for a newborn child, retirement planning with a defined benefit plan and the 5 indicators we would use to screen for stocks.

    ~~ Resources ~~


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    Make Owen smile 😊

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    ~~ Our amazing partners ~~

    Download the free Investing in Gold report from Rush Gold: https://bit.ly/r-gold

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3939 no     Everything venture capital with Joe Magyer, CFA of Seaplane Ventures https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Joe Magyer is the founder of Seaplane Ventures, an early-stage venture capital firm based out of Austin, Texas. Previously, Joe was the co-founder and Chief Investment Officer of Lakehouse Capital in Sydney, and Director of Research at The Motley Fool Australia. He also ran one of the USA's most successful investing newsletters, Inside Value. In this conversation with Owen Rask on The Australian Investors Podcast, Joe shares his journey taking the leap across oceans and asset classes, from global equities to early-stage venture capital -- during a rising interest rate environment! Please note: this is a very casual conversation between Joe and Owen and is an open-ended exploration of private versus public markets, backing founders, similarities and differences in markets, and more. ~~ Resources ~~ Seaplane Ventures website: https://www.seaplaneventures.com/ Joe Magyer interview 1 (Mar 2019): launching Lakehouse & investing in SaaS: https://www.youtube.com/watch?v=5uwk2pkMrqQ&t=0s Joe Magyer interview 2 (2022) "Playing To Win": https://www.youtube.com/watch?v=43zpRl9VdjY Joe Magyer on Twitter: https://twitter.com/magyer ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Make Owen smile 😊 If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 31 May 2023 06:42:00 -0000 Everything venture capital with Joe Magyer, CFA of Seaplane Ventures full Rask Joe Magyer, CFA is one of the longest-running and most popular guests on The Australian Investors Podcast. This time we're talking about venture capital. Joe Magyer is the founder of Seaplane Ventures, an early-stage venture capital firm based out of Austin, Texas. Previously, Joe was the co-founder and Chief Investment Officer of Lakehouse Capital in Sydney, and Director of Research at The Motley Fool Australia. He also ran one of the USA's most successful investing newsletters, Inside Value. In this conversation with Owen Rask on The Australian Investors Podcast, Joe shares his journey taking the leap across oceans and asset classes, from global equities to early-stage venture capital -- during a rising interest rate environment! Please note: this is a very casual conversation between Joe and Owen and is an open-ended exploration of private versus public markets, backing founders, similarities and differences in markets, and more. ~~ Resources ~~ Seaplane Ventures website: https://www.seaplaneventures.com/ Joe Magyer interview 1 (Mar 2019): launching Lakehouse & investing in SaaS: https://www.youtube.com/watch?v=5uwk2pkMrqQ&t=0s Joe Magyer interview 2 (2022) "Playing To Win": https://www.youtube.com/watch?v=43zpRl9VdjY Joe Magyer on Twitter: https://twitter.com/magyer ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Make Owen smile 😊 If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Joe Magyer is the founder of Seaplane Ventures, an early-stage venture capital firm based out of Austin, Texas. Previously, Joe was the co-founder and Chief Investment Officer of Lakehouse Capital in Sydney, and Director of Research at The Motley Fool Australia. He also ran one of the USA's most successful investing newsletters, Inside Value.

    In this conversation with Owen Rask on The Australian Investors Podcast, Joe shares his journey taking the leap across oceans and asset classes, from global equities to early-stage venture capital -- during a rising interest rate environment!

    Please note: this is a very casual conversation between Joe and Owen and is an open-ended exploration of private versus public markets, backing founders, similarities and differences in markets, and more.

    ~~ Resources ~~


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    Make Owen smile 😊

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    ~~ Our amazing partners ~~

    Download the free Investing in Gold report from Rush Gold: https://bit.ly/r-gold

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4485 no     LIVE from ASA: Perpetual's James Holt on 3 companies to benefit from decarbonisation & the most impressive business models https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this LIVE podcast recording from ASA Sydney, James Holt, Senior Investment Specialist at Perpetual joins Owen Rask to talk about the ASX's best business models, how to play decarbonisation and the lessons to learn from the best investors. We apologise for the background noise, this was filmed live on location. ~~ Resources ~~ James Holt LinkedIn: https://www.linkedin.com/in/jamespholt/?originalSubdomain=au Perpetual website: https://www.perpetual.com.au/asset-management/our-team/?utm_source=RASK ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Make Owen smile 😊 If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 30 May 2023 08:09:00 -0000 LIVE from ASA: Perpetual's James Holt on 3 companies to benefit from decarbonisation & the most impressive business models full Rask LIVE from ASA Sydney. Owen is joined by James Holt, senior investment specialist at Perpetual. In this LIVE podcast recording from ASA Sydney, James Holt, Senior Investment Specialist at Perpetual joins Owen Rask to talk about the ASX's best business models, how to play decarbonisation and the lessons to learn from the best investors. We apologise for the background noise, this was filmed live on location. ~~ Resources ~~ James Holt LinkedIn: https://www.linkedin.com/in/jamespholt/?originalSubdomain=au Perpetual website: https://www.perpetual.com.au/asset-management/our-team/?utm_source=RASK ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Make Owen smile 😊 If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this LIVE podcast recording from ASA Sydney, James Holt, Senior Investment Specialist at Perpetual joins Owen Rask to talk about the ASX's best business models, how to play decarbonisation and the lessons to learn from the best investors.

    We apologise for the background noise, this was filmed live on location.

    ~~ Resources ~~


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    Make Owen smile 😊

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    ~~ Our amazing partners ~~

    Download the free Investing in Gold report from Rush Gold: https://bit.ly/r-gold

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1617 no     LIVE from ASA: private debt and lessons from decades in markets, ft. Angus Gluskie, Andrew Lockhart & Dania Zinurova https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this LIVE podcast recording from ASA Sydney, Angus Gluskie, CIO of Whitefield, Andrew Lockhart, co-founder of METRICS, and Dania Zinurova, portfolio manager at Wilson Asset Management.  Combined, these three investors have over 50 years of investing wisdom to share. In it, the four investors talk about what it means to have an investment track record for 100 years (Whitefield), the way investors should think about investing private debt (metrics) and get an update from Dania on alternative investments. We apologise for the background noise, this was filmed live on location. This is a good question for investors thinking deeply about private markets. ~~ Resources ~~ Metrics - explore private debt WAM Alternatives - see inside Dania's portfolio Whitefield - a 100-year-old LIC ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ SPONSORS ~~ Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 29 May 2023 09:47:12 -0000 LIVE from ASA: private debt and lessons from decades in markets, ft. Angus Gluskie, Andrew Lockhart & Dania Zinurova full Rask LIVE from ASA Sydney. Owen is joined by Angus Gluskie, CIO of Whitefield, Andrew Lockhart, co-founder of METRICS and Dania Zinurova, portfolio manager at Wilson Asset Management. In this LIVE podcast recording from ASA Sydney, Angus Gluskie, CIO of Whitefield, Andrew Lockhart, co-founder of METRICS, and Dania Zinurova, portfolio manager at Wilson Asset Management.  Combined, these three investors have over 50 years of investing wisdom to share. In it, the four investors talk about what it means to have an investment track record for 100 years (Whitefield), the way investors should think about investing private debt (metrics) and get an update from Dania on alternative investments. We apologise for the background noise, this was filmed live on location. This is a good question for investors thinking deeply about private markets. ~~ Resources ~~ Metrics - explore private debt WAM Alternatives - see inside Dania's portfolio Whitefield - a 100-year-old LIC ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ SPONSORS ~~ Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this LIVE podcast recording from ASA Sydney, Angus Gluskie, CIO of Whitefield, Andrew Lockhart, co-founder of METRICS, and Dania Zinurova, portfolio manager at Wilson Asset Management. 

    Combined, these three investors have over 50 years of investing wisdom to share. In it, the four investors talk about what it means to have an investment track record for 100 years (Whitefield), the way investors should think about investing private debt (metrics) and get an update from Dania on alternative investments.

    We apologise for the background noise, this was filmed live on location.

    This is a good question for investors thinking deeply about private markets.

    ~~ Resources ~~


    ~~ SPONSORS ~~

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1568 no     Cathie Wood's $2,000 price target on Tesla, is 52 too old to start investing, NVIDIA and Universal Store (UNI) report https://www.raskmedia.com.au/2023/05/27/cathie-woods-tesla-tsla/ On The Australian Investors Podcast ‘2 Sense‘ this week, your host and analyst Owen Rask is back with financial planner Drew Meredith, CFP (also called "Andrew Deremith, ESQ", depending on the weather) to answer your investing questions, provide their market update and -- of course -- make you laugh. This week, Drew and Owen question the rise and rise of NVIDIA (NVDA), take a look at Universal Store's (ASX: UNI) results, and answer questions like 'is 50 too old to start investing?' and 'What's up with Cathie Wood's $2,000 price target on Tesla?' Just so you know, a $2,000 price target would make Tesla a $6 TRILLION dollar company. Crazy? Maybe. But maybe not so fast... NEW SHOW: The Australian Property Podcast ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Owen's preferred mortgage broker Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 26 May 2023 21:00:00 -0000 Cathie Wood's $2,000 price target on Tesla, is 52 too old to start investing, NVIDIA and Universal Store (UNI) report full Rask Cathie Wood recently slapped a $2,000 price target on Tesla (that's a 12-bagger or $6 *trillion* price target!). Andrew Deremith and Owen Rask explain... On The Australian Investors Podcast ‘2 Sense‘ this week, your host and analyst Owen Rask is back with financial planner Drew Meredith, CFP (also called "Andrew Deremith, ESQ", depending on the weather) to answer your investing questions, provide their market update and -- of course -- make you laugh. This week, Drew and Owen question the rise and rise of NVIDIA (NVDA), take a look at Universal Store's (ASX: UNI) results, and answer questions like 'is 50 too old to start investing?' and 'What's up with Cathie Wood's $2,000 price target on Tesla?' Just so you know, a $2,000 price target would make Tesla a $6 TRILLION dollar company. Crazy? Maybe. But maybe not so fast... NEW SHOW: The Australian Property Podcast ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Owen's preferred mortgage broker Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices On The Australian Investors Podcast ‘2 Sense‘ this week, your host and analyst Owen Rask is back with financial planner Drew Meredith, CFP (also called "Andrew Deremith, ESQ", depending on the weather) to answer your investing questions, provide their market update and -- of course -- make you laugh.

    This week, Drew and Owen question the rise and rise of NVIDIA (NVDA), take a look at Universal Store's (ASX: UNI) results, and answer questions like 'is 50 too old to start investing?' and 'What's up with Cathie Wood's $2,000 price target on Tesla?'

    Just so you know, a $2,000 price target would make Tesla a $6 TRILLION dollar company. Crazy? Maybe. But maybe not so fast...


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3900 no     Tim Lincoln: PhD-level quant rules, numbers don't lie and will GPT take our edge? https://www.raskmedia.com.au/2023/05/24/tim-lincolns-stock-doctor/ Tim Lincoln is the co-founder of Lincoln Indicators, a funds management business and owner of Stock Doctor. Tim Lincoln recently sat down with Owen Rask on The Australian Investors Podcast to talk about the origins of the Stock Doctor 'financial health' model, which is based on PhD research from over 30 years ago and refined over decades. This is a great conversation for anyone who understands the application and limitation of quantitative-based rules and data science in investing. You can use data to inform, screen and refine companies, but can you use it as a complete solution to ASX investing? ~~ Resources (and discounts) ~~ Save 42% on Stock Doctor before June 30 - click here (not an affiliate code, just good savings): https://hubs.ly/Q01QZYlt0 Get a FREE 14-day trial Owen's preferred mortgage broker: https://www.raskmedia.com.au/mortgage-broking/ Ask a question Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. However, Blusk and Rask have a long-term joint venture partnership which is disclosed in our FSG and on the Rask Media website. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 24 May 2023 05:21:00 -0000 Tim Lincoln: PhD-level quant rules, numbers don't lie and will GPT take our edge? full Rask Tim Lincoln is the co-founder of Stock Doctor and Lincoln Indicators, a software and funds management investment business with 30 years of experience in Aussie shares. Tim Lincoln is the co-founder of Lincoln Indicators, a funds management business and owner of Stock Doctor. Tim Lincoln recently sat down with Owen Rask on The Australian Investors Podcast to talk about the origins of the Stock Doctor 'financial health' model, which is based on PhD research from over 30 years ago and refined over decades. This is a great conversation for anyone who understands the application and limitation of quantitative-based rules and data science in investing. You can use data to inform, screen and refine companies, but can you use it as a complete solution to ASX investing? ~~ Resources (and discounts) ~~ Save 42% on Stock Doctor before June 30 - click here (not an affiliate code, just good savings): https://hubs.ly/Q01QZYlt0 Get a FREE 14-day trial Owen's preferred mortgage broker: https://www.raskmedia.com.au/mortgage-broking/ Ask a question Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. However, Blusk and Rask have a long-term joint venture partnership which is disclosed in our FSG and on the Rask Media website. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Tim Lincoln is the co-founder of Lincoln Indicators, a funds management business and owner of Stock Doctor. Tim Lincoln recently sat down with Owen Rask on The Australian Investors Podcast to talk about the origins of the Stock Doctor 'financial health' model, which is based on PhD research from over 30 years ago and refined over decades.

    This is a great conversation for anyone who understands the application and limitation of quantitative-based rules and data science in investing. You can use data to inform, screen and refine companies, but can you use it as a complete solution to ASX investing?

    ~~ Resources (and discounts) ~~


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. However, Blusk and Rask have a long-term joint venture partnership which is disclosed in our FSG and on the Rask Media website.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2141 no     Aussie property to crash in 2023? What the rental crisis actually means, and is debt recycling bad? Ft. Chris Bates, founder of Blusk https://www.raskmedia.com.au/mortgage-broking/ Chris Bates, founder of Blusk, was recently voted the #1 mortgage broker in NSW by The Adviser. Chris Bates joins Owen Rask on The Australian Investors Podcast to talk about all things Australian property, the rental crisis, debt recycling and more.  Owen's preferred mortgage broker: https://www.raskmedia.com.au/mortgage-broking/ The Australian Property Podcast: https://www.raskmedia.com.au/2023/03/28/australian-property-podcast-1/ ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. However, Blusk and Rask have a long-term joint venture partnership which is disclosed in our FSG and on the Rask Media website. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 22 May 2023 06:39:19 -0000 Aussie property to crash in 2023? What the rental crisis actually means, and is debt recycling bad? Ft. Chris Bates, founder of Blusk full Rask Chris Bates is the founder of Blusk and was recently voted NSW's #1 mortgage broker by The Adviser. He joins Owen Rask. Chris Bates, founder of Blusk, was recently voted the #1 mortgage broker in NSW by The Adviser. Chris Bates joins Owen Rask on The Australian Investors Podcast to talk about all things Australian property, the rental crisis, debt recycling and more.  Owen's preferred mortgage broker: https://www.raskmedia.com.au/mortgage-broking/ The Australian Property Podcast: https://www.raskmedia.com.au/2023/03/28/australian-property-podcast-1/ ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. However, Blusk and Rask have a long-term joint venture partnership which is disclosed in our FSG and on the Rask Media website. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Chris Bates, founder of Blusk, was recently voted the #1 mortgage broker in NSW by The Adviser.

    Chris Bates joins Owen Rask on The Australian Investors Podcast to talk about all things Australian property, the rental crisis, debt recycling and more. 


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. However, Blusk and Rask have a long-term joint venture partnership which is disclosed in our FSG and on the Rask Media website.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2703 no     Xero reports, Elon in La La Land, Dicker Data, SMAs or funds & Betashares goes BGBL https://www.raskmedia.com.au/2023/05/20/xero-kmd-share-price/ Xero Limited (ASX: XRO) and Kathmandu Holdings (ASX: KMD) have reported, and interest rates are on 'hold' says Andrew Deremtih, ESQ. On The Australian Investors Podcast ‘2 Sense‘ this week, your hosts analyst Owen Rask and financial planner Drew Meredith, CFP answer your questions, provide their market update and -- of course -- hope to make you laugh. NEW SHOW: The Australian Property Podcast ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Owen's preferred mortgage broker Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 19 May 2023 21:00:00 -0000 Xero reports, Elon in La La Land, Dicker Data, SMAs or funds & Betashares goes BGBL full Rask Xero Limited (ASX: XRO) and Kathmandu Holdings (ASX: KMD) have reported, and interest rates are on 'hold' says Andrew Deremtih, ESQ. Xero Limited (ASX: XRO) and Kathmandu Holdings (ASX: KMD) have reported, and interest rates are on 'hold' says Andrew Deremtih, ESQ. On The Australian Investors Podcast ‘2 Sense‘ this week, your hosts analyst Owen Rask and financial planner Drew Meredith, CFP answer your questions, provide their market update and -- of course -- hope to make you laugh. NEW SHOW: The Australian Property Podcast ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Owen's preferred mortgage broker Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Xero Limited (ASX: XRO) and Kathmandu Holdings (ASX: KMD) have reported, and interest rates are on 'hold' says Andrew Deremtih, ESQ.

    On The Australian Investors Podcast ‘2 Sense‘ this week, your hosts analyst Owen Rask and financial planner Drew Meredith, CFP answer your questions, provide their market update and -- of course -- hope to make you laugh.


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4014 no     Andrew Page: My thesis on Bitcoin, ASX small cap volatility and the rise of Strawman [LIVE at ASA] https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Andrew Page is the founder of Strawman, Australia's #1 investing club and the go-to research for small-cap investors in Australia. Andrew has appeared on the Rask network many times before, but not for a few years. In this Australain Investors Podcast episode, recorded live at the Australian Shareholders Association (ASA) in Sydney, Owen asks Andrew about his lessons learned being a small-cap investor since Covid, how to survive the intense market volatility, how he's fared running Strawman from the ground-up, and -- of course -- his bet on Bitcoin. Disclosure: Andrew Page is a very small shareholder in The Rask Group, and Owen is a very small shareholder in Strawman. ~~ Resources ~~ Strawman website Andrew on Twitter ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ SPONSORS ~~ Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 17 May 2023 05:29:06 -0000 Andrew Page: My thesis on Bitcoin, ASX small cap volatility and the rise of Strawman [LIVE at ASA] full Rask LIVE from ASA Sydney. Andrew Page is the founder of Strawman, Australia's #1 investing club and the go-to research for small-cap investors in Australia. Andrew Page is the founder of Strawman, Australia's #1 investing club and the go-to research for small-cap investors in Australia. Andrew has appeared on the Rask network many times before, but not for a few years. In this Australain Investors Podcast episode, recorded live at the Australian Shareholders Association (ASA) in Sydney, Owen asks Andrew about his lessons learned being a small-cap investor since Covid, how to survive the intense market volatility, how he's fared running Strawman from the ground-up, and -- of course -- his bet on Bitcoin. Disclosure: Andrew Page is a very small shareholder in The Rask Group, and Owen is a very small shareholder in Strawman. ~~ Resources ~~ Strawman website Andrew on Twitter ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ SPONSORS ~~ Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Andrew Page is the founder of Strawman, Australia's #1 investing club and the go-to research for small-cap investors in Australia.

    Andrew has appeared on the Rask network many times before, but not for a few years.

    In this Australain Investors Podcast episode, recorded live at the Australian Shareholders Association (ASA) in Sydney, Owen asks Andrew about his lessons learned being a small-cap investor since Covid, how to survive the intense market volatility, how he's fared running Strawman from the ground-up, and -- of course -- his bet on Bitcoin.

    Disclosure: Andrew Page is a very small shareholder in The Rask Group, and Owen is a very small shareholder in Strawman.

    ~~ Resources ~~


    ~~ SPONSORS ~~

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2300 no     How we built a $1 billion start-up and how I lead: Judo Bank (ASX:JDO) CEO Joseph Healy on life, sacrifice and leadership [Part 2/2] https://www.raskmedia.com.au/2023/05/07/judo-joseph-healy-podcast/ Joseph Healy is the co-founder and CEO of the ASX-listed Judo Bank (ASX: JDO). In this cross-posted episode of The Australian Business Podcast, part 2/2, he speaks with Rask founder Owen Rask. Judo is a bank that focuses solely on small and medium business owners, providing a 'real world' take on banking and loans for small businesses. Joseph Healy, along with his co-founder David Hornery, recently wrote a great book on their journey, with so many fantastic lessons for business builders and entrepreneurs. In this podcast, Joseph and Owen talk about small business, scaling a unicorn, culture, leadership and sacrifice. ~~ Resources ~~ Australian Business Podcast: https://www.raskmedia.com.au/podcasts/australian-business-podcast/ VIDEO version: https://www.raskmedia.com.au/2023/05/07/judo-joseph-healy-podcast/ Black Belt book: https://www.booktopia.com.au/black-belt-joseph-healy/book/9781922611567.html ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ SPONSORS ~~ Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 15 May 2023 05:45:01 -0000 How we built a $1 billion start-up and how I lead: Judo Bank (ASX:JDO) CEO Joseph Healy on life, sacrifice and leadership [Part 2/2] full Rask Joseph Healy holds 6+ degrees, has studied around the world, rose to the top of banks and built a unicorn in his 50s. Joseph Healy is the co-founder and CEO of the ASX-listed Judo Bank (ASX: JDO). In this cross-posted episode of The Australian Business Podcast, part 2/2, he speaks with Rask founder Owen Rask. Judo is a bank that focuses solely on small and medium business owners, providing a 'real world' take on banking and loans for small businesses. Joseph Healy, along with his co-founder David Hornery, recently wrote a great book on their journey, with so many fantastic lessons for business builders and entrepreneurs. In this podcast, Joseph and Owen talk about small business, scaling a unicorn, culture, leadership and sacrifice. ~~ Resources ~~ Australian Business Podcast: https://www.raskmedia.com.au/podcasts/australian-business-podcast/ VIDEO version: https://www.raskmedia.com.au/2023/05/07/judo-joseph-healy-podcast/ Black Belt book: https://www.booktopia.com.au/black-belt-joseph-healy/book/9781922611567.html ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ SPONSORS ~~ Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Joseph Healy is the co-founder and CEO of the ASX-listed Judo Bank (ASX: JDO). In this cross-posted episode of The Australian Business Podcast, part 2/2, he speaks with Rask founder Owen Rask.

    Judo is a bank that focuses solely on small and medium business owners, providing a 'real world' take on banking and loans for small businesses.

    Joseph Healy, along with his co-founder David Hornery, recently wrote a great book on their journey, with so many fantastic lessons for business builders and entrepreneurs.

    In this podcast, Joseph and Owen talk about small business, scaling a unicorn, culture, leadership and sacrifice.

    ~~ Resources ~~


    ~~ SPONSORS ~~

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3292 no     CMC Markets to Selfwealth, a $500k Ferrari with cash or debt, budget winners, QUAL in the core & more https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ LIVE from the Australian Shareholders Assocation (ASA), on this special 2 Sense episode of The Australian Investors Podcast, your hosts analyst Owen Rask and financial planner Drew Meredith, CFP answer your questions about brokers, offsets versus a line of credit, whether we'd spend $500,000 cash on a Ferrari or use debt, using trusts and more. NEW SHOW: The Australian Property Podcast ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Owen's preferred mortgage broker Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 12 May 2023 21:00:00 -0000 CMC Markets to Selfwealth, a $500k Ferrari with cash or debt, budget winners, QUAL in the core & more full Rask LIVE from the Australian Shareholders Association (ASA) in Sydney. Andrew Deremith and Owen Rask are back behind the mic, answering your questions. LIVE from the Australian Shareholders Assocation (ASA), on this special 2 Sense episode of The Australian Investors Podcast, your hosts analyst Owen Rask and financial planner Drew Meredith, CFP answer your questions about brokers, offsets versus a line of credit, whether we'd spend $500,000 cash on a Ferrari or use debt, using trusts and more. NEW SHOW: The Australian Property Podcast ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Owen's preferred mortgage broker Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices LIVE from the Australian Shareholders Assocation (ASA), on this special 2 Sense episode of The Australian Investors Podcast, your hosts analyst Owen Rask and financial planner Drew Meredith, CFP answer your questions about brokers, offsets versus a line of credit, whether we'd spend $500,000 cash on a Ferrari or use debt, using trusts and more.


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2983 no     Measure twice and cut once: Judo Bank co-founder David Hornery on Project Greengate, founders in their 50s & acting on your idea [Part 1/2] (CROSS POST) https://www.raskmedia.com.au/2023/05/04/judo-bank-david-hornery/ David Hornery is the co-founder and a director of the ASX-listed Judo Bank (ASX: JDO). In this cross-posted episode of The Australian Business Podcast, he speaks with Rask founder Owen Rask. Judo is a bank that focuses solely on small and medium business owners, providing a 'real world' take on banking and loans for small businesses. David, along with his co-founder (and current Judo CEO), Joseph Healy, recently wrote a great book on their journey, with so many fantastic lessons for business builders and entrepreneurs. Joseph will also appear on The Australian Business Podcast in the coming days. ~~ Resources ~~ Australian Business Podcast: https://www.raskmedia.com.au/podcasts/australian-business-podcast/ VIDEO version: https://www.raskmedia.com.au/2023/05/04/judo-bank-david-hornery/ Black Belt book: https://www.booktopia.com.au/black-belt-joseph-healy/book/9781922611567.html ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ SPONSORS ~~ Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 10 May 2023 06:09:01 -0000 Measure twice and cut once: Judo Bank co-founder David Hornery on Project Greengate, founders in their 50s & acting on your idea [Part 1/2] (CROSS POST) full Rask This special business episode is a wonderful exploration of brand, culture, start-ups and ageism in business (and the ins-and-outs of banking). David Hornery is the co-founder and a director of the ASX-listed Judo Bank (ASX: JDO). In this cross-posted episode of The Australian Business Podcast, he speaks with Rask founder Owen Rask. Judo is a bank that focuses solely on small and medium business owners, providing a 'real world' take on banking and loans for small businesses. David, along with his co-founder (and current Judo CEO), Joseph Healy, recently wrote a great book on their journey, with so many fantastic lessons for business builders and entrepreneurs. Joseph will also appear on The Australian Business Podcast in the coming days. ~~ Resources ~~ Australian Business Podcast: https://www.raskmedia.com.au/podcasts/australian-business-podcast/ VIDEO version: https://www.raskmedia.com.au/2023/05/04/judo-bank-david-hornery/ Black Belt book: https://www.booktopia.com.au/black-belt-joseph-healy/book/9781922611567.html ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ SPONSORS ~~ Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices David Hornery is the co-founder and a director of the ASX-listed Judo Bank (ASX: JDO). In this cross-posted episode of The Australian Business Podcast, he speaks with Rask founder Owen Rask.

    Judo is a bank that focuses solely on small and medium business owners, providing a 'real world' take on banking and loans for small businesses.

    David, along with his co-founder (and current Judo CEO), Joseph Healy, recently wrote a great book on their journey, with so many fantastic lessons for business builders and entrepreneurs.

    Joseph will also appear on The Australian Business Podcast in the coming days.

    ~~ Resources ~~


    ~~ SPONSORS ~~

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3236 no     Xero's latent pricing power, Harvey Norman is a REIT in retail clothing, debt recycling & HELP (debt)! https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ On The Australian Investors Podcast '2 Sense' this week, your hosts analyst Owen Rask and financial planner Drew Meredith, CFP answer your questions on how to study management teams, Xero's next leg of growth, whether Harvey Norman (ASX: HVN) is resilient (it's not), and building a Core portfolio for less. NEW SHOW: The Australian Property Podcast ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Owen's preferred mortgage broker Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 05 May 2023 21:00:00 -0000 Xero's latent pricing power, Harvey Norman is a REIT in retail clothing, debt recycling & HELP (debt)! full Rask Andrew Deremith and Owen Rask are back behind the mic, answering your questions. Andrew was quoted in Forbes. On The Australian Investors Podcast '2 Sense' this week, your hosts analyst Owen Rask and financial planner Drew Meredith, CFP answer your questions on how to study management teams, Xero's next leg of growth, whether Harvey Norman (ASX: HVN) is resilient (it's not), and building a Core portfolio for less. NEW SHOW: The Australian Property Podcast ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Owen's preferred mortgage broker Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices On The Australian Investors Podcast '2 Sense' this week, your hosts analyst Owen Rask and financial planner Drew Meredith, CFP answer your questions on how to study management teams, Xero's next leg of growth, whether Harvey Norman (ASX: HVN) is resilient (it's not), and building a Core portfolio for less.


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3965 no     Why we own LVMH: Aoris’ Stephen Arnold makes the case for a global luxury stalwart [part 2/2] https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Stephen Arnold, CFA is the Chief Investment Officer and Managing Director of Aoris Investment Management based in Sydney. Aoris' team, led by Stephen, has an extremely impressive track record of long-term investing. In this episode, Part 2/2, of The Australian Investors Podcast with Owen Rask, Stephen breaks down the case for owning one of the world's leading luxury brands, LVMH Moet Hennessy Louis Vuitton SE (EPA: MC). 💡 This is a sponsored episode of The Australian Investors Podcast. It was recorded December 6, 2022. Learn more about Aoris: https://www.aoris.com.au/etmf Aoris Owner's Manual Other: NEW: The Australian Property Podcast ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ SPONSORS ~~ Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 03 May 2023 05:30:00 -0000 Why we own LVMH: Aoris’ Stephen Arnold makes the case for a global luxury stalwart [part 2/2] full Rask In part 2/2, Stephen Arnold, CFA of breaks down LVMH and why Aoris owns it. Stephen Arnold, CFA is the Chief Investment Officer and Managing Director of Aoris Investment Management based in Sydney. Aoris' team, led by Stephen, has an extremely impressive track record of long-term investing. In this episode, Part 2/2, of The Australian Investors Podcast with Owen Rask, Stephen breaks down the case for owning one of the world's leading luxury brands, LVMH Moet Hennessy Louis Vuitton SE (EPA: MC). 💡 This is a sponsored episode of The Australian Investors Podcast. It was recorded December 6, 2022. Learn more about Aoris: https://www.aoris.com.au/etmf Aoris Owner's Manual Other: NEW: The Australian Property Podcast ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ SPONSORS ~~ Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Stephen Arnold, CFA is the Chief Investment Officer and Managing Director of Aoris Investment Management based in Sydney. Aoris' team, led by Stephen, has an extremely impressive track record of long-term investing.

    In this episode, Part 2/2, of The Australian Investors Podcast with Owen Rask, Stephen breaks down the case for owning one of the world's leading luxury brands, LVMH Moet Hennessy Louis Vuitton SE (EPA: MC).

    💡 This is a sponsored episode of The Australian Investors Podcast. It was recorded December 6, 2022.

    Other:


    ~~ SPONSORS ~~

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2095 no     Why we own Costco (NYSE: COST): Aoris’ Stephen Arnold on why it pays to do the right thing https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Stephen Arnold, CFA is the Chief Investment Officer and Managing Director of Aoris Investment Management based in Sydney. Aoris' team, led by Stephen, has an extremely impressive track record of long-term investing. In this episode of The Australian Investors Podcast with Owen Rask, Stephen breaks down the case for owning one of the world's leading supermarket and membership businesses, Costco (NYSE: COST). 💡 This is a sponsored episode of The Australian Investors Podcast. It was recorded December 6, 2022. Learn more about Aoris: https://www.aoris.com.au/etmf NEW: The Australian Property Podcast ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ SPONSORS ~~ Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 01 May 2023 05:36:00 -0000 Why we own Costco (NYSE: COST): Aoris’ Stephen Arnold on why it pays to do the right thing full Rask Stephen Arnold, CFA starts off our two-part mini-series on business first, value investing. Stephen Arnold, CFA is the Chief Investment Officer and Managing Director of Aoris Investment Management based in Sydney. Aoris' team, led by Stephen, has an extremely impressive track record of long-term investing. In this episode of The Australian Investors Podcast with Owen Rask, Stephen breaks down the case for owning one of the world's leading supermarket and membership businesses, Costco (NYSE: COST). 💡 This is a sponsored episode of The Australian Investors Podcast. It was recorded December 6, 2022. Learn more about Aoris: https://www.aoris.com.au/etmf NEW: The Australian Property Podcast ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ SPONSORS ~~ Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Stephen Arnold, CFA is the Chief Investment Officer and Managing Director of Aoris Investment Management based in Sydney. Aoris' team, led by Stephen, has an extremely impressive track record of long-term investing.

    In this episode of The Australian Investors Podcast with Owen Rask, Stephen breaks down the case for owning one of the world's leading supermarket and membership businesses, Costco (NYSE: COST).

    💡 This is a sponsored episode of The Australian Investors Podcast. It was recorded December 6, 2022.


    ~~ SPONSORS ~~

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1613 no     "I META online", good small cap funds, too much Super, MSFT is a beast, Aussie Super or SMSF & help, my DRP is lost! https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ On The Australian Investors Podcast '2 Sense' this week, your hosts analyst Owen Rask and financial planner Drew Meredith, CFP answer your questions on the best small cap fund managers, what to do when your Super balance is going to be... too high, earnings from META Platforms (NASDAQ: META), Microsoft (NASDAQ: MSFT) and more. NEW SHOW: The Australian Property Podcast ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Owen's preferred mortgage broker Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 28 Apr 2023 21:00:00 -0000 "I META online", good small cap funds, too much Super, MSFT is a beast, Aussie Super or SMSF & help, my DRP is lost! full Rask Andrew Deremith and Owen Rask are back behind the mic, answering your questions on small cap funds, alternatives to Super, US earnings season and more. On The Australian Investors Podcast '2 Sense' this week, your hosts analyst Owen Rask and financial planner Drew Meredith, CFP answer your questions on the best small cap fund managers, what to do when your Super balance is going to be... too high, earnings from META Platforms (NASDAQ: META), Microsoft (NASDAQ: MSFT) and more. NEW SHOW: The Australian Property Podcast ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Owen's preferred mortgage broker Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices On The Australian Investors Podcast '2 Sense' this week, your hosts analyst Owen Rask and financial planner Drew Meredith, CFP answer your questions on the best small cap fund managers, what to do when your Super balance is going to be... too high, earnings from META Platforms (NASDAQ: META), Microsoft (NASDAQ: MSFT) and more.


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3463 no     Metals & decarbonisation, a copper future and ways to play it, ft. Global X's Blair Hannon https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ On The Australian Investors Podcast today, your host Owen Rask speaks with Blair Hannon, Head of Investment Strategy at Global X ETFs about all things decarbonisation, investing in copper and carbon credits. Resources: Global X website ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 26 Apr 2023 05:30:00 -0000 Metals & decarbonisation, a copper future and ways to play it, ft. Global X's Blair Hannon full Rask Blair Hannon from Global X ETFs Australia joins Owen Rask on The Australian Investors Podcast to talk about copper and decarbonisation. On The Australian Investors Podcast today, your host Owen Rask speaks with Blair Hannon, Head of Investment Strategy at Global X ETFs about all things decarbonisation, investing in copper and carbon credits. Resources: Global X website ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices On The Australian Investors Podcast today, your host Owen Rask speaks with Blair Hannon, Head of Investment Strategy at Global X ETFs about all things decarbonisation, investing in copper and carbon credits.

    Resources:


    Owen's full investor curriculum

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2759 no     Unconventional ASX share research, 0% management fees, neutralising bad behaviour and building my high conviction portfolio, ft. Michael Goldberg https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ On The Australian Investors Podcast today, your host Owen Rask speaks with Michael Goldberg, co-founder and portfolio manager for Collins Street Value Fund, one of Australia’s best-performing managed funds in recent years.  Owen and Michael talk about finding value in unconventional ways, the impacts of Covid and 2022 on ASX shares, thrawting behavioural biases through your investment process, and much more. Resources: Owen's first interview with Michael Collins Street Value Fund website ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 24 Apr 2023 05:34:00 -0000 Unconventional ASX share research, 0% management fees, neutralising bad behaviour and building high conviction portfolio, ft. Michael Goldberg full Rask Brought to you by ASA, Michael Goldberg is back on the show to share his updates during Covid and how to find opportunities in volatile markets. On The Australian Investors Podcast today, your host Owen Rask speaks with Michael Goldberg, co-founder and portfolio manager for Collins Street Value Fund, one of Australia’s best-performing managed funds in recent years.  Owen and Michael talk about finding value in unconventional ways, the impacts of Covid and 2022 on ASX shares, thrawting behavioural biases through your investment process, and much more. Resources: Owen's first interview with Michael Collins Street Value Fund website ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices On The Australian Investors Podcast today, your host Owen Rask speaks with Michael Goldberg, co-founder and portfolio manager for Collins Street Value Fund, one of Australia’s best-performing managed funds in recent years. 

    Owen and Michael talk about finding value in unconventional ways, the impacts of Covid and 2022 on ASX shares, thrawting behavioural biases through your investment process, and much more.

    Resources:


    Owen's full investor curriculum

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2954 no     Why Drew sold Magellan (ASX:MFG), an $800,000 inheritance, "leave RBA alone!", sell GGUS & minimising income tax https://www.raskmedia.com.au/2023/04/22/magellan-mfg-rba/ On The Australian Investors Podcast '2 Sense' this week, your hosts analyst Owen Rask and financial planner Drew Meredith, CFP tackle leveraged ETFs, discuss the recent RBA updates, what to do with an $800,000 inheritance and why Drew recently sold Magellan Financial Group Ltd (ASX: MFG) shares. NEW SHOW: The Australian Property Podcast ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Owen's preferred mortgage broker Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 21 Apr 2023 21:00:00 -0000 Why Drew sold Magellan (ASX:MFG), an $800,000 inheritance, "leave RBA alone!", sell GGUS & minimising income tax full Rask Plus, Andrew Deremeth set to join the new RBA board. On The Australian Investors Podcast '2 Sense' this week, your hosts analyst Owen Rask and financial planner Drew Meredith, CFP tackle leveraged ETFs, discuss the recent RBA updates, what to do with an $800,000 inheritance and why Drew recently sold Magellan Financial Group Ltd (ASX: MFG) shares. NEW SHOW: The Australian Property Podcast ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Owen's preferred mortgage broker Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices On The Australian Investors Podcast '2 Sense' this week, your hosts analyst Owen Rask and financial planner Drew Meredith, CFP tackle leveraged ETFs, discuss the recent RBA updates, what to do with an $800,000 inheritance and why Drew recently sold Magellan Financial Group Ltd (ASX: MFG) shares.


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3930 no     How to research a property fund, direct property versus REITs & an exploration of all things commercial property https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Steven Bennett is the Head of Charter Hall's Direct Property business, overseeing $11 billion of property assets across Australia.  Steven joins Owen Rask for an exploration on all things direct property and REITs, including how property funds are constructed, the risks, opportunities and what it takes to buy and hold property in Australia. Resources: VIDEO VERSION ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 19 Apr 2023 06:29:28 -0000 How to research a property fund, direct property versus REITs & an exploration of all things commercial property full Rask Steven Bennett is the Head of Charter Hall's Direct Property business, overseeing $11 billion of property assets across Australia. Steven Bennett is the Head of Charter Hall's Direct Property business, overseeing $11 billion of property assets across Australia.  Steven joins Owen Rask for an exploration on all things direct property and REITs, including how property funds are constructed, the risks, opportunities and what it takes to buy and hold property in Australia. Resources: VIDEO VERSION ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Steven Bennett is the Head of Charter Hall's Direct Property business, overseeing $11 billion of property assets across Australia. 

    Steven joins Owen Rask for an exploration on all things direct property and REITs, including how property funds are constructed, the risks, opportunities and what it takes to buy and hold property in Australia.

    Resources:


    Owen's full investor curriculum

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3361 no     Washington H. Soul Pattinson's (ASX:SOL) unshakable advantage, with CEO Todd Barlow https://www.raskmedia.com.au/2023/04/17/asx-sol-todd-barlow/ Todd Barlow is the CEO of Washington H. Soul Pattinson & Co. Ltd (ASX: SOL), one of Australia's longest-running ASX-listed companies, an incredible investment company and long-term investment firm. Todd Barlow recently spoke with Owen Rask, Founder of The Rask Group, about the culture, competitive advantage and investing process of WHSP that allows the firm to outperform over decades. Resources: SHOW NOTES & VIDEO ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 17 Apr 2023 05:30:00 -0000 Washington H. Soul Pattinson's (ASX:SOL) unshakable advantage, with CEO Todd Barlow full Rask Todd Barlow is the CEO of WHSP (ASX: SOL), Australia's version of Warren Buffett's Berkshire Hathaway. Todd Barlow is the CEO of Washington H. Soul Pattinson & Co. Ltd (ASX: SOL), one of Australia's longest-running ASX-listed companies, an incredible investment company and long-term investment firm. Todd Barlow recently spoke with Owen Rask, Founder of The Rask Group, about the culture, competitive advantage and investing process of WHSP that allows the firm to outperform over decades. Resources: SHOW NOTES & VIDEO ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Todd Barlow is the CEO of Washington H. Soul Pattinson & Co. Ltd (ASX: SOL), one of Australia's longest-running ASX-listed companies, an incredible investment company and long-term investment firm.

    Todd Barlow recently spoke with Owen Rask, Founder of The Rask Group, about the culture, competitive advantage and investing process of WHSP that allows the firm to outperform over decades.

    Resources:


    Owen's full investor curriculum

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4331 no     3-5 best Core ETFs, VHY & VAS together?, WTF is with share registries, and taking the leap into a side hustle at 45 https://www.raskmedia.com.au/2023/04/15/vhy-vas-etf-core/ On The Australian Investors Podcast ‘2 Sense‘ this week, analyst Owen Rask and financial planner Drew Meredith, CFP dive head first into your hardest-hitting questions, including the 3-5 ETFs the experts would use to build a Core portfolio. NEW SHOW: The Australian Property Podcast ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 14 Apr 2023 21:00:00 -0000 3-5 best Core ETFs, VHY & VAS together?, WTF is with share registries, and taking the leap into a side hustle at 45 full Rask Owen and (and)Drew name some of their favourite 3-5 ETFs to use in a Core portfolio. On The Australian Investors Podcast ‘2 Sense‘ this week, analyst Owen Rask and financial planner Drew Meredith, CFP dive head first into your hardest-hitting questions, including the 3-5 ETFs the experts would use to build a Core portfolio. NEW SHOW: The Australian Property Podcast ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices On The Australian Investors Podcast ‘2 Sense‘ this week, analyst Owen Rask and financial planner Drew Meredith, CFP dive head first into your hardest-hitting questions, including the 3-5 ETFs the experts would use to build a Core portfolio.


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3605 no     200 hours per stock: this could be the best investment process I've come across... ft. Anthony Doyle https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Anthony Doyle is Head of Investment Strategy at Firetrail, and for the Firetrail S3 Global Opportunities Fund (ASX: S3GO). Anthony recently joined Owen Rask in Rask's Melbourne studio for a deep dive into the Firetrail investment process, how the team researches stocks, debates ideas and finds structural growers. The conversation also offers wide-ranging insight into what happens behind the scenes at Firetrail, including how they find analysts, recruit and train their team. Resources: Say hi to Anthony on LinkedIn ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst Other stuff by Anthony: ABC interview Pinnacle event presentation Insights piece - making the case for an AC company against global warming Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 12 Apr 2023 07:18:39 -0000 200 hours per stock: this could be the best investment process I've come across... ft. Anthony Doyle full Rask Anthony Doyle is Head of Investment Strategy at Firetrail, and for the Firetrail S3 Global Opportunities Fund (ASX: S3GO). Anthony Doyle is Head of Investment Strategy at Firetrail, and for the Firetrail S3 Global Opportunities Fund (ASX: S3GO). Anthony recently joined Owen Rask in Rask's Melbourne studio for a deep dive into the Firetrail investment process, how the team researches stocks, debates ideas and finds structural growers. The conversation also offers wide-ranging insight into what happens behind the scenes at Firetrail, including how they find analysts, recruit and train their team. Resources: Say hi to Anthony on LinkedIn ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst Other stuff by Anthony: ABC interview Pinnacle event presentation Insights piece - making the case for an AC company against global warming Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Anthony Doyle is Head of Investment Strategy at Firetrail, and for the Firetrail S3 Global Opportunities Fund (ASX: S3GO).

    Anthony recently joined Owen Rask in Rask's Melbourne studio for a deep dive into the Firetrail investment process, how the team researches stocks, debates ideas and finds structural growers.

    The conversation also offers wide-ranging insight into what happens behind the scenes at Firetrail, including how they find analysts, recruit and train their team.

    Resources:

    Other stuff by Anthony:


    Owen's full investor curriculum

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3879 no     2 undervalued ASX mid-caps no-one else is talking about: AUB & AFG https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Owen Rask is joined by Luke Laretive, founder of Seneca Financial Solutions, but this time Luke is talking about ASX mid-cap stocks Australian Finance Group Ltd (ASX: AFG) and insurance broker AUB Group (ASX: AUB). Please note: guests appearing on this show, or their clients, may hold a financial interest in some of the companies mentioned. This podcast was recorded in early March 2023, so again, please don't rely on the information. It's my -- Owen here -- hope that you can enjoy the substance and ideas discussed in their episode to help you analyse your own companies. Please don't make a decision based solely on what you hear in this podcast. The Australian Investors Podcast, Australia’s best investing podcast for professionals and private investors, is pleased to feature this podcast with Luke from Seneca. Luke's 3 high yield dividend stocks - FREE report ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 10 Apr 2023 05:25:01 -0000 2 undervalued ASX mid-caps no-one else is talking about: AUB & AFG full Rask Luke Laretive is back again, and this time he's talking about ASX mid-cap stocks Australian Finance Group Ltd (ASX:AFG) and insurance broker AUB Group (ASX:AUB). Owen Rask is joined by Luke Laretive, founder of Seneca Financial Solutions, but this time Luke is talking about ASX mid-cap stocks Australian Finance Group Ltd (ASX: AFG) and insurance broker AUB Group (ASX: AUB). Please note: guests appearing on this show, or their clients, may hold a financial interest in some of the companies mentioned. This podcast was recorded in early March 2023, so again, please don't rely on the information. It's my -- Owen here -- hope that you can enjoy the substance and ideas discussed in their episode to help you analyse your own companies. Please don't make a decision based solely on what you hear in this podcast. The Australian Investors Podcast, Australia’s best investing podcast for professionals and private investors, is pleased to feature this podcast with Luke from Seneca. Luke's 3 high yield dividend stocks - FREE report ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Owen Rask is joined by Luke Laretive, founder of Seneca Financial Solutions, but this time Luke is talking about ASX mid-cap stocks Australian Finance Group Ltd (ASX: AFG) and insurance broker AUB Group (ASX: AUB).

    Please note: guests appearing on this show, or their clients, may hold a financial interest in some of the companies mentioned. This podcast was recorded in early March 2023, so again, please don't rely on the information.

    It's my -- Owen here -- hope that you can enjoy the substance and ideas discussed in their episode to help you analyse your own companies. Please don't make a decision based solely on what you hear in this podcast.

    The Australian Investors Podcast, Australia’s best investing podcast for professionals and private investors, is pleased to feature this podcast with Luke from Seneca.

    Owen's full investor curriculum

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1863 no     ETFs are "old fashioned crap", good sex in a bear market, "don't f--- it up" & 2 stocks to own for 20 years | 2 Sense with Owen Rask & Drew Meredith https://www.raskmedia.com.au/2023/04/08/etfs-asx-bear-market/ Are ETFs just "old fashioned crap" in a "misguided fad"? On The Australian Investors Podcast '2 Sense' this week, analyst Owen Rask and financial planner Drew Meredith, CFP dive into the one stock they would hold for 20 years (if we forced them). As can be expected, Drew picked two companies: Macquarie Group (ASX: MQG) and Wesfarmers (ASX: WES), and Owen agreed with Wesfarmers Ltd (ASX: WES) but added Washington H. Soul Pattinson & Co Ltd (ASX: SOL). The Australian Investors Podcast, Australia’s best investing podcast for professionals and private investors, is back for “2 sense”, hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP (AKA Andrew Deremyth). NEW SHOW: The Australian Property Podcast ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 07 Apr 2023 21:00:00 -0000 ETFs are "old fashioned crap", good sex in a bear market, "don't f--- it up" & 2 stocks to own for 20 years | 2 Sense with Owen Rask & Drew Meredith full Rask Are ETFs just "old fashioned crap" in a "misguided fad"? 2 Sense with Owen & Drew gets a little unruly this week. Are ETFs just "old fashioned crap" in a "misguided fad"? On The Australian Investors Podcast '2 Sense' this week, analyst Owen Rask and financial planner Drew Meredith, CFP dive into the one stock they would hold for 20 years (if we forced them). As can be expected, Drew picked two companies: Macquarie Group (ASX: MQG) and Wesfarmers (ASX: WES), and Owen agreed with Wesfarmers Ltd (ASX: WES) but added Washington H. Soul Pattinson & Co Ltd (ASX: SOL). The Australian Investors Podcast, Australia’s best investing podcast for professionals and private investors, is back for “2 sense”, hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP (AKA Andrew Deremyth). NEW SHOW: The Australian Property Podcast ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Are ETFs just "old fashioned crap" in a "misguided fad"?

    On The Australian Investors Podcast '2 Sense' this week, analyst Owen Rask and financial planner Drew Meredith, CFP dive into the one stock they would hold for 20 years (if we forced them).

    As can be expected, Drew picked two companies: Macquarie Group (ASX: MQG) and Wesfarmers (ASX: WES), and Owen agreed with Wesfarmers Ltd (ASX: WES) but added Washington H. Soul Pattinson & Co Ltd (ASX: SOL).

    The Australian Investors Podcast, Australia’s best investing podcast for professionals and private investors, is back for “2 sense”, hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP (AKA Andrew Deremyth).

    Owen's full investor curriculum

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3676 no     Behavioural finance deep dive, dealing with uncertainty and risk taking, ft. Simon Russell https://www.raskmedia.com.au/podcasts Simon Russell is the Director of Behavioural Finance Australia, a multiple-time author and expert consultant to financial advisers, Super funds and more.  Simon chats with Owen Rask on The Australian Investors Podcast about everything personal finance related, surfaces some fascinating research papers and analysis on behavioural finance as a discipline. Resources: Behavioral Finance Australia Simon's LinkedIn profile ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 03 Apr 2023 06:06:00 -0000 Behavioural finance deep dive, dealing with uncertainty and risk taking, ft. Simon Russell full Rask Simon Russell is the Director of Behavioural Finance Australia, a multiple-time author and expert consultant to financial advisers, Super funds and more. Simon Russell is the Director of Behavioural Finance Australia, a multiple-time author and expert consultant to financial advisers, Super funds and more.  Simon chats with Owen Rask on The Australian Investors Podcast about everything personal finance related, surfaces some fascinating research papers and analysis on behavioural finance as a discipline. Resources: Behavioral Finance Australia Simon's LinkedIn profile ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Simon Russell is the Director of Behavioural Finance Australia, a multiple-time author and expert consultant to financial advisers, Super funds and more. 

    Simon chats with Owen Rask on The Australian Investors Podcast about everything personal finance related, surfaces some fascinating research papers and analysis on behavioural finance as a discipline.

    Resources:

    Owen's full investor curriculum

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     5419 no     The Soul Patts (ASX:SOL) moat 🏰, Drew ❤️ Telstra (TLS) shares, writings options on ETFs and "trust me, men were Lululemon too" https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ On The Australian Investors Podcast ‘2 Sense' this week, investment analyst Owen Rask and financial planner Drew Meredith, CFP dive into what exactly the Washington H. Soul Pattinson & Co. Ltd's (ASX: SOL) competitive advantage really is, whether a financial adviser is worth it, writing options contracts for extra income and so much more. The Australian Investors Podcast, Australia’s best investing podcast for professionals and private investors, is back for “2 sense”, hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP (AKA Andrew Deremyth). NEW SHOW: The Australian Property Podcast ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 31 Mar 2023 20:00:00 -0000 The Soul Patts (ASX:SOL) moat 🏰, Drew ❤️ Telstra (TLS) shares, writings options on ETFs and "trust me, men were Lululemon too" full Rask Drew and Owen are back for 2 Sense, answering your questions on Soul Patts (ASX:SOL), Telstra (ASX:TLS), options, ETFs and more! On The Australian Investors Podcast ‘2 Sense' this week, investment analyst Owen Rask and financial planner Drew Meredith, CFP dive into what exactly the Washington H. Soul Pattinson & Co. Ltd's (ASX: SOL) competitive advantage really is, whether a financial adviser is worth it, writing options contracts for extra income and so much more. The Australian Investors Podcast, Australia’s best investing podcast for professionals and private investors, is back for “2 sense”, hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP (AKA Andrew Deremyth). NEW SHOW: The Australian Property Podcast ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices On The Australian Investors Podcast ‘2 Sense' this week, investment analyst Owen Rask and financial planner Drew Meredith, CFP dive into what exactly the Washington H. Soul Pattinson & Co. Ltd's (ASX: SOL) competitive advantage really is, whether a financial adviser is worth it, writing options contracts for extra income and so much more.

    The Australian Investors Podcast, Australia’s best investing podcast for professionals and private investors, is back for “2 sense”, hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP (AKA Andrew Deremyth).

    Owen's full investor curriculum

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3941 no     Robert Swift on EQ versus IQ, measuring risk, global opportunities and macro themes https://www.raskmedia.com.au/podcasts Robert Swift is the Head of Global Equity Strategy at Tamim Investment Management. Robert recently sat down with Owen Rask to talk about macro risks, threats and opportunities. In this episode of The Australian Investors Podcast, Owen & Rob talk to: Quantitative versus qualitative risk High conviction versus humility Inflation EQ versus IQ Episode resources: Tamim website Robert Swift's Global High Conviction fund ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 29 Mar 2023 04:51:49 -0000 Robert Swift on EQ versus IQ, measuring risk, global opportunities and macro themes full Rask Robert Swift is the Head of Global Equity Strategy at Tamim Investment Management. He recently sat down with Owen Rask to talk about macro risks, threats and opportunities. Robert Swift is the Head of Global Equity Strategy at Tamim Investment Management. Robert recently sat down with Owen Rask to talk about macro risks, threats and opportunities. In this episode of The Australian Investors Podcast, Owen & Rob talk to: Quantitative versus qualitative risk High conviction versus humility Inflation EQ versus IQ Episode resources: Tamim website Robert Swift's Global High Conviction fund ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Robert Swift is the Head of Global Equity Strategy at Tamim Investment Management. Robert recently sat down with Owen Rask to talk about macro risks, threats and opportunities.

    In this episode of The Australian Investors Podcast, Owen & Rob talk to:

    • Quantitative versus qualitative risk
    • High conviction versus humility
    • Inflation
    • EQ versus IQ

    Episode resources:


    Owen's full investor curriculum

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2780 no     Morningstar's wide moats, gold star managed funds and the global research process, with Mark Lamonica https://www.raskmedia.com.au/2023/03/27/morningstars-moat-fund-and-etf-ratings-explained/ Mark Lamonica, CFA is an investor, financial educator and the Director of Product Management, Individual Investor at Morningstar. In this episode of The Australian Investors Podcast, Mark and I -- Owen Rask -- go into great detail to discover how the Morningstar research methodologies are used to rate fund managers, determine company moat ratings and assign star ratings to stocks. If you love hunting for the best companies or just want to know how to research a managed fund or ETF, this is the episode for you! Get Morningstar Investor for just $365! ASK A QUESTION HERE Join ASA for just $49 and stand up for your rights Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Owen’s FREE investor BootCamp (Google Doc) Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 27 Mar 2023 05:05:13 -0000 Morningstar's wide moats, gold star managed funds and the global research process, with Mark Lamonica full Rask Mark and Owen explain how to determine competitive advantages/moats, research fund managers and more. Mark Lamonica, CFA is an investor, financial educator and the Director of Product Management, Individual Investor at Morningstar. In this episode of The Australian Investors Podcast, Mark and I -- Owen Rask -- go into great detail to discover how the Morningstar research methodologies are used to rate fund managers, determine company moat ratings and assign star ratings to stocks. If you love hunting for the best companies or just want to know how to research a managed fund or ETF, this is the episode for you! Get Morningstar Investor for just $365! ASK A QUESTION HERE Join ASA for just $49 and stand up for your rights Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Owen’s FREE investor BootCamp (Google Doc) Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mark Lamonica, CFA is an investor, financial educator and the Director of Product Management, Individual Investor at Morningstar. In this episode of The Australian Investors Podcast, Mark and I -- Owen Rask -- go into great detail to discover how the Morningstar research methodologies are used to rate fund managers, determine company moat ratings and assign star ratings to stocks.

    If you love hunting for the best companies or just want to know how to research a managed fund or ETF, this is the episode for you!

    Owen's full investor curriculum

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3113 no     Plato's Income Maximiser, why Owen wants to buy into private businesses, Deutsche, "advisers" giving advice on Dubber, $1.27m of insurance & more https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ On The Australian Investors Podcast '2 Sense' this week, analyst Owen Rask and financial planner Drew Meredith explain why Owen likes private companies and plans to invest more in private equity, Drew offers his 2 sense on German banks (Deutsche), Andrew Deremyth talks about rates, and Drew explains why the Plato Income Maximiser Ltd (ASX: PL8) can work for retirees. The Australian Investors Podcast, Australia’s best investing podcast for professionals and private investors, is back for “2 sense”, hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP (AKA Andrew Deremyth). ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 24 Mar 2023 20:00:00 -0000 Plato's Income Maximiser, why Owen wants to buy into private businesses, Deutsche, "advisers" giving advice on Dubber, $1.27m of insurance & more full Rask Analyst Owen Rask and financial planner Drew Meredith, CFP are back behind the mic, answering your questions for 2 Sense. On The Australian Investors Podcast '2 Sense' this week, analyst Owen Rask and financial planner Drew Meredith explain why Owen likes private companies and plans to invest more in private equity, Drew offers his 2 sense on German banks (Deutsche), Andrew Deremyth talks about rates, and Drew explains why the Plato Income Maximiser Ltd (ASX: PL8) can work for retirees. The Australian Investors Podcast, Australia’s best investing podcast for professionals and private investors, is back for “2 sense”, hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP (AKA Andrew Deremyth). ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices On The Australian Investors Podcast '2 Sense' this week, analyst Owen Rask and financial planner Drew Meredith explain why Owen likes private companies and plans to invest more in private equity, Drew offers his 2 sense on German banks (Deutsche), Andrew Deremyth talks about rates, and Drew explains why the Plato Income Maximiser Ltd (ASX: PL8) can work for retirees.

    The Australian Investors Podcast, Australia’s best investing podcast for professionals and private investors, is back for “2 sense”, hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP (AKA Andrew Deremyth).

    Owen's full investor curriculum

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4021 no     Listed Investment Companies (LICs) ☀️ Everything you need to know about LICs 👅 https://www.raskmedia.com.au/podcasts Listed Investment Companies (or LICs, for short) were here long before Exchange-Traded Funds (ETFs) and continue to form a bedrock in many retiree portfolios. Around $50 billion was held inside LICs at the end of February 2023. Popular LICs include those from Argo, AFIC, Wilson Asset Management, BKI, MFF Capital and others. Welcome to this episode of The Australian Investors Podcast where we dive into LICs. Experienced investment analyst Owen Rask and financial planner Drew Meredith, CFP spend 20 minutes purely focused on covering everything you need to know about LICs. Closed-end structure versus ETFs Why LICs are active Fees versus ETFs Why LICs make sense Tax and franking credits LICs episode resources: ASX monthly fund reports (covering LICs, ETFs, mfunds, Active ETFs and REITs) Owen Rask’s Investor Bootcamp — my FREE 25-page training manual (GOOGLE DOC) LICAT website Owen & Drew’s favourite tackle and gear Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights ASK A QUESTION HERE Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 22 Mar 2023 04:30:00 -0000 Listed Investment Companies (LICs) ☀️ Everything you need to know about LICs 👅 full Rask Drew and Owen spend 20 minutes sharing the 5 things every investor needs to know about Listed Investment Companies (LICs). Listed Investment Companies (or LICs, for short) were here long before Exchange-Traded Funds (ETFs) and continue to form a bedrock in many retiree portfolios. Around $50 billion was held inside LICs at the end of February 2023. Popular LICs include those from Argo, AFIC, Wilson Asset Management, BKI, MFF Capital and others. Welcome to this episode of The Australian Investors Podcast where we dive into LICs. Experienced investment analyst Owen Rask and financial planner Drew Meredith, CFP spend 20 minutes purely focused on covering everything you need to know about LICs. Closed-end structure versus ETFs Why LICs are active Fees versus ETFs Why LICs make sense Tax and franking credits LICs episode resources: ASX monthly fund reports (covering LICs, ETFs, mfunds, Active ETFs and REITs) Owen Rask’s Investor Bootcamp — my FREE 25-page training manual (GOOGLE DOC) LICAT website Owen & Drew’s favourite tackle and gear Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights ASK A QUESTION HERE Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Listed Investment Companies (or LICs, for short) were here long before Exchange-Traded Funds (ETFs) and continue to form a bedrock in many retiree portfolios. Around $50 billion was held inside LICs at the end of February 2023.

    Popular LICs include those from Argo, AFIC, Wilson Asset Management, BKI, MFF Capital and others.

    Welcome to this episode of The Australian Investors Podcast where we dive into LICs.

    Experienced investment analyst Owen Rask and financial planner Drew Meredith, CFP spend 20 minutes purely focused on covering everything you need to know about LICs.

    1. Closed-end structure versus ETFs
    2. Why LICs are active
    3. Fees versus ETFs
    4. Why LICs make sense
    5. Tax and franking credits

    LICs episode resources:

    Owen & Drew’s favourite tackle and gear

    ASK A QUESTION HERE

    Owen's full investor curriculum

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1117 no     Are coal stocks dead in 2023? Seneca's Luke Laretive on coal types and the outlook for energy prices https://www.raskmedia.com.au/podcasts Are coal stocks like Whitehaven Coal Ltd (ASX: WHC), Yancoal (ASX: YAL) and New Hope Coal (ASX: NHC) safe? Luke Laretive is the founder of Seneca and a long-time coal mining expert. He joins Owen Rask on the Australian Investors Podcast for a deep dive into: The difference between thermal and hard-coking coal Extraction methods and costs Futures prices for energy Which stocks are attractive (and which aren't!) The Australian Investors Podcast, Australia’s best investing podcast for professionals and private investors, is pleased to feature this podcast with Luke from Seneca. Luke's 3 high yield dividend stocks - FREE report ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 20 Mar 2023 04:30:00 -0000 Are coal stocks dead in 2023? Seneca's Luke Laretive on coal types and the outlook for energy prices full Rask Luke Laretive is the founder of Seneca and a long-time coal mining expert. He joins Owen Rask on the Australian Investors Podcast. Are coal stocks like Whitehaven Coal Ltd (ASX: WHC), Yancoal (ASX: YAL) and New Hope Coal (ASX: NHC) safe? Luke Laretive is the founder of Seneca and a long-time coal mining expert. He joins Owen Rask on the Australian Investors Podcast for a deep dive into: The difference between thermal and hard-coking coal Extraction methods and costs Futures prices for energy Which stocks are attractive (and which aren't!) The Australian Investors Podcast, Australia’s best investing podcast for professionals and private investors, is pleased to feature this podcast with Luke from Seneca. Luke's 3 high yield dividend stocks - FREE report ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Are coal stocks like Whitehaven Coal Ltd (ASX: WHC), Yancoal (ASX: YAL) and New Hope Coal (ASX: NHC) safe?

    Luke Laretive is the founder of Seneca and a long-time coal mining expert. He joins Owen Rask on the Australian Investors Podcast for a deep dive into:

    • The difference between thermal and hard-coking coal
    • Extraction methods and costs
    • Futures prices for energy
    • Which stocks are attractive (and which aren't!)


    The Australian Investors Podcast, Australia’s best investing podcast for professionals and private investors, is pleased to feature this podcast with Luke from Seneca.

    Owen's full investor curriculum

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1688 no     "RATES ARE GOING DOWN!" - Andrew Deremyth, SVB explained, FANG+, GPT4, income from stocks & lithium stocks https://www.raskmedia.com.au/podcasts "Rates are going down", yells Finance Bro Andrew Deremyth following the collapse of Sillicon Valley Bank (SVB). Meanwhile, leading finfluencer Owen Rask explains his primitive understanding of GPT4. And over in the land of sensible investing wisdom, financial planner Drew Meredith and analyst Owen Rask answer your questions on how to generate passive income from stocks, whether Global X FANG+ ETF (ASX: FANG) should be Core or Satellite, quality ETFs and more. The Australian Investors Podcast, Australia’s best investing podcast for professionals and private investors, is back for “2 sense”, hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP (AKA Andrew Deremith). The Australian Investors Podcast, Australia’s best investing podcast for professionals and private investors, is back for “2 sense”, hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP (AKA Andrew Deremyth). ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 17 Mar 2023 20:00:00 -0000 "RATES ARE GOING DOWN!" - Andrew Deremyth, SVB explained, FANG+, GPT4, income from stocks & lithium stocks full Rask Economist Andrew Deremyth and Finfluencer Owen Rask talk SVB, debate the FANG ETF and answer your questions. "Rates are going down", yells Finance Bro Andrew Deremyth following the collapse of Sillicon Valley Bank (SVB). Meanwhile, leading finfluencer Owen Rask explains his primitive understanding of GPT4. And over in the land of sensible investing wisdom, financial planner Drew Meredith and analyst Owen Rask answer your questions on how to generate passive income from stocks, whether Global X FANG+ ETF (ASX: FANG) should be Core or Satellite, quality ETFs and more. The Australian Investors Podcast, Australia’s best investing podcast for professionals and private investors, is back for “2 sense”, hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP (AKA Andrew Deremith). The Australian Investors Podcast, Australia’s best investing podcast for professionals and private investors, is back for “2 sense”, hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP (AKA Andrew Deremyth). ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights Owen’s FREE investor bootcamp: bit.ly/rask-analyst Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices "Rates are going down", yells Finance Bro Andrew Deremyth following the collapse of Sillicon Valley Bank (SVB). Meanwhile, leading finfluencer Owen Rask explains his primitive understanding of GPT4.

    And over in the land of sensible investing wisdom, financial planner Drew Meredith and analyst Owen Rask answer your questions on how to generate passive income from stocks, whether Global X FANG+ ETF (ASX: FANG) should be Core or Satellite, quality ETFs and more.

    The Australian Investors Podcast, Australia’s best investing podcast for professionals and private investors, is back for “2 sense”, hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP (AKA Andrew Deremith).

    The Australian Investors Podcast, Australia’s best investing podcast for professionals and private investors, is back for “2 sense”, hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP (AKA Andrew Deremyth).

    Owen's full investor curriculum

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4012 no     Is the worst over for property prices and ASX shares? Kerry Craig's latest views on the macro and the markets https://www.raskmedia.com.au/2023/03/16/property-prices-asx-shares/ This episode of The Australian Investors Podcast features Owen Rask and Kerry Craig, of J.P. Morgan Asset Management. Kerry Craig is the Executive Director Global Market Strategist based in J.P. Morgan Asset Management's Melbourne office. Owen Rask and Kerry Craig speak about Kerry's latest views on Australian property prices, used cars, ASX shares, the US stock market and interest rates. Kerry's economic insights ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights Please note: this is a sponsored podcast as J.P. Morgan is a long-term sponsor of The Australian Investors Podcast. Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 16 Mar 2023 04:30:00 -0000 Is the worst over for property prices and ASX shares? Kerry Craig's latest views on the macro and the markets full Rask Owen Rask and JPAM's Kerry Craig speak about Kerry's latest views on Australian property prices, used cars, ASX shares, the US stock market and interest rates. This episode of The Australian Investors Podcast features Owen Rask and Kerry Craig, of J.P. Morgan Asset Management. Kerry Craig is the Executive Director Global Market Strategist based in J.P. Morgan Asset Management's Melbourne office. Owen Rask and Kerry Craig speak about Kerry's latest views on Australian property prices, used cars, ASX shares, the US stock market and interest rates. Kerry's economic insights ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights Please note: this is a sponsored podcast as J.P. Morgan is a long-term sponsor of The Australian Investors Podcast. Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices This episode of The Australian Investors Podcast features Owen Rask and Kerry Craig, of J.P. Morgan Asset Management. Kerry Craig is the Executive Director Global Market Strategist based in J.P. Morgan Asset Management's Melbourne office.

    Owen Rask and Kerry Craig speak about Kerry's latest views on Australian property prices, used cars, ASX shares, the US stock market and interest rates.


    Please note: this is a sponsored podcast as J.P. Morgan is a long-term sponsor of The Australian Investors Podcast.

    Owen's full investor curriculum

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1882 no     Matthew Haupt on SVB's collapse, top-down, bottom-up, options carry, bond curves, and a typical day for a macro-minded fund manager [⚠️ advanced listener episode] https://www.raskmedia.com.au/2023/03/15/svbs-collapse-macro-matthew-haupt/ This episode of The Australian Investors Podcast features Owen Rask and Matthew Haupt of Wilson Asset Management. Owen's special note: this episode references some advanced concepts. Owen and Matthew get a little nerdy. Please don't be put if you have to do a double-listen. Owen Rask and Matthew Haupt talk about everything from the Silicon Valley Bank (SVB) collapse to bottom-up versus top-down analysis, options trading, risk management, and a typical day for macro-minded fund manager. Wilson Asset Management insights WAM Leaders - letters & updates ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 15 Mar 2023 04:40:00 -0000 Matthew Haupt on SVB's collapse, top-down, bottom-up, options carry, bond curves, and a typical day for a macro-minded fund manager [⚠️ advanced listener episode] full Rask This ADVANCED EPISODE features WAM Leaders Lead Portfolio Manager Matthew Haupt and Owen Rask breaking down Matthew's macro process and where bottom-up and top-down meet. This episode of The Australian Investors Podcast features Owen Rask and Matthew Haupt of Wilson Asset Management. Owen's special note: this episode references some advanced concepts. Owen and Matthew get a little nerdy. Please don't be put if you have to do a double-listen. Owen Rask and Matthew Haupt talk about everything from the Silicon Valley Bank (SVB) collapse to bottom-up versus top-down analysis, options trading, risk management, and a typical day for macro-minded fund manager. Wilson Asset Management insights WAM Leaders - letters & updates ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices This episode of The Australian Investors Podcast features Owen Rask and Matthew Haupt of Wilson Asset Management.

    Owen's special note: this episode references some advanced concepts. Owen and Matthew get a little nerdy. Please don't be put if you have to do a double-listen.

    Owen Rask and Matthew Haupt talk about everything from the Silicon Valley Bank (SVB) collapse to bottom-up versus top-down analysis, options trading, risk management, and a typical day for macro-minded fund manager.


    Owen's full investor curriculum

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2895 no     Superannuation ☀️ Everything you need to know about Superannuation https://www.raskmedia.com.au/podcasts Superannuation (or Super, for short) has forced Australians (and their employers!) to take responsibility for the future of Australia's retirement monies. Chances are, around 10% of your money is already going to a Super fund -- whether it's a juggernaut Industry Fund like AustralianSuper or a small self-managed Super fund (SMSF). Welcome to this episode of The Australian Investors Podcast where we dive into Super. Experienced investment analyst Owen Rask and financial planner Drew Meredith, CFP spend 20 minutes purely focused on covering everything you need to know about Super. Superannuation episode resources: Owen Rask’s Investor Bootcamp — my FREE 25-page training manual (GOOGLE DOC) Owen's crash course on Super (free) ATO website on contributions to Super Moneysmart - for the basics Superguide - practical guide Macquarie's Little black book (for everything) Owen & Drew’s favourite tackle and gear Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights ASK A QUESTION HERE Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 13 Mar 2023 05:44:00 -0000 Superannuation ☀️ Everything you need to know about Superannuation full Rask It's Super. And it's (kinda) yours. Drew Meredith and Owen Rask dive head first into everything you need to know about Superannuation. Superannuation (or Super, for short) has forced Australians (and their employers!) to take responsibility for the future of Australia's retirement monies. Chances are, around 10% of your money is already going to a Super fund -- whether it's a juggernaut Industry Fund like AustralianSuper or a small self-managed Super fund (SMSF). Welcome to this episode of The Australian Investors Podcast where we dive into Super. Experienced investment analyst Owen Rask and financial planner Drew Meredith, CFP spend 20 minutes purely focused on covering everything you need to know about Super. Superannuation episode resources: Owen Rask’s Investor Bootcamp — my FREE 25-page training manual (GOOGLE DOC) Owen's crash course on Super (free) ATO website on contributions to Super Moneysmart - for the basics Superguide - practical guide Macquarie's Little black book (for everything) Owen & Drew’s favourite tackle and gear Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights ASK A QUESTION HERE Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Superannuation (or Super, for short) has forced Australians (and their employers!) to take responsibility for the future of Australia's retirement monies.

    Chances are, around 10% of your money is already going to a Super fund -- whether it's a juggernaut Industry Fund like AustralianSuper or a small self-managed Super fund (SMSF).

    Welcome to this episode of The Australian Investors Podcast where we dive into Super.

    Experienced investment analyst Owen Rask and financial planner Drew Meredith, CFP spend 20 minutes purely focused on covering everything you need to know about Super.

    Superannuation episode resources:

    Owen & Drew’s favourite tackle and gear

    ASK A QUESTION HERE

    Owen's full investor curriculum

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1406 no     Xero = good? "Owen was dead wrong about WiseTech shares", VBND, RBA peak rates, women in finance, VDHG as a core & more https://www.raskmedia.com.au/2023/03/11/xero-good-owen-wisetech/ Xero Limited (ASX: XRO) sheds employees and shares pop 11%, is that good? Vanguard Global Aggregate Bonds ETF (ASX: VBND) is for bonds, right? Is WiseTech Global Ltd (ASX: WTC) the best ASX share (and Owen was wrong), and more! The Australian Investors Podcast, Australia’s best investing podcast for professionals and private investors, is back for “2 sense”, hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP (AKA Andrew Deremith). The Australian Investors Podcast, Australia’s best investing podcast for professionals and private investors, is back for “2 sense”, hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP (AKA Andrew Deremyth). ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 10 Mar 2023 20:00:00 -0000 Xero = good? "Owen was dead wrong about WiseTech shares", VBND, RBA peak rates, women in finance, VDHG as a core & more full Rask Finance Bro (Drew) and #3 Finfluencer (Owen) are back to answer your questions. Is Finance Bro getting closer to winning his war on interest rates? Xero Limited (ASX: XRO) sheds employees and shares pop 11%, is that good? Vanguard Global Aggregate Bonds ETF (ASX: VBND) is for bonds, right? Is WiseTech Global Ltd (ASX: WTC) the best ASX share (and Owen was wrong), and more! The Australian Investors Podcast, Australia’s best investing podcast for professionals and private investors, is back for “2 sense”, hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP (AKA Andrew Deremith). The Australian Investors Podcast, Australia’s best investing podcast for professionals and private investors, is back for “2 sense”, hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP (AKA Andrew Deremyth). ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Xero Limited (ASX: XRO) sheds employees and shares pop 11%, is that good? Vanguard Global Aggregate Bonds ETF (ASX: VBND) is for bonds, right? Is WiseTech Global Ltd (ASX: WTC) the best ASX share (and Owen was wrong), and more!

    The Australian Investors Podcast, Australia’s best investing podcast for professionals and private investors, is back for “2 sense”, hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP (AKA Andrew Deremith).

    The Australian Investors Podcast, Australia’s best investing podcast for professionals and private investors, is back for “2 sense”, hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP (AKA Andrew Deremyth).


    Owen's full investor curriculum

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4420     Deep dive on Visa (NYSE:V) & Mastercard (NYSE:MA) stock, the truth of quality investing, risk & compounding, with Magellan's Elisa Di Marco https://www.raskmedia.com.au/2023/03/08/elisa-di-marco-visa-mastercard/ Elisa Di Marco, PhD is the Portfolio Manager of Magellan’s Core International Fund and Core ESG Fund. Elisa Di Marco recently joined Owen Rask on The Australian Investors Podcast to reveal the truth about quality investing, dive deep into the payments industry and illustrate what makes companies like Visa Inc (NYSE: V) and Mastercard Inc (NYSE: MA) true global leaders. WATCH THE VIDEO VERSION ASK A QUESTION HERE Upcoming Elisa Di Marco webinar Magellan Core Series International Fund Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 08 Mar 2023 04:30:00 -0000 Deep dive on Visa (NYSE:V) & Mastercard (NYSE:MA) stock, the truth of quality investing, risk & compounding, with Magellan's Elisa Di Marco full Rask You'll love this episode if you want to discover what it takes to identify, find and invest in the world's highest-quality companies for the long run. Elisa Di Marco, PhD is the Portfolio Manager of Magellan’s Core International Fund and Core ESG Fund. Elisa Di Marco recently joined Owen Rask on The Australian Investors Podcast to reveal the truth about quality investing, dive deep into the payments industry and illustrate what makes companies like Visa Inc (NYSE: V) and Mastercard Inc (NYSE: MA) true global leaders. WATCH THE VIDEO VERSION ASK A QUESTION HERE Upcoming Elisa Di Marco webinar Magellan Core Series International Fund Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Elisa Di Marco, PhD is the Portfolio Manager of Magellan’s Core International Fund and Core ESG Fund.

    Elisa Di Marco recently joined Owen Rask on The Australian Investors Podcast to reveal the truth about quality investing, dive deep into the payments industry and illustrate what makes companies like Visa Inc (NYSE: V) and Mastercard Inc (NYSE: MA) true global leaders.

    WATCH THE VIDEO VERSION


    Owen's full investor curriculum

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3372 no     ETFs ☀️ Everything you need to know about ETFs https://www.raskmedia.com.au/2023/03/06/etfs/ Exchange-traded funds (ETFs) have revolutionised the investing world but they've been around since the 1990s. Here's everything you need to know about ETFs... in less than 20 minutes. Welcome to this episode of The Australian Investors Podcast where we dive into ETFs. Experienced investment analyst Owen Rask and financial planner Drew Meredith, CFP spend 20 minutes purely focused on covering everything you need to know about ETFs. ETFs episode resources: Owen Rask’s Investor Bootcamp — my FREE 25-page training manual (GOOGLE DOC) ☀️ Vanguard's magic - our podcast ☀️ Index funds - our podcast ASX listed product report (monthly) Our ETF mini series (basics) Vanguard fund compare SPIVA research - active versus passive index funds Owen & Drew’s favourite tackle and gear Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights ASK A QUESTION HERE Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 06 Mar 2023 04:30:00 -0000 ETFs ☀️ Everything you need to know about ETFs full Rask Exchange-traded funds (ETFs) have revolutionised the investing world but they've been around since the 1990s. Here's everything you need to know about ETFs. Exchange-traded funds (ETFs) have revolutionised the investing world but they've been around since the 1990s. Here's everything you need to know about ETFs... in less than 20 minutes. Welcome to this episode of The Australian Investors Podcast where we dive into ETFs. Experienced investment analyst Owen Rask and financial planner Drew Meredith, CFP spend 20 minutes purely focused on covering everything you need to know about ETFs. ETFs episode resources: Owen Rask’s Investor Bootcamp — my FREE 25-page training manual (GOOGLE DOC) ☀️ Vanguard's magic - our podcast ☀️ Index funds - our podcast ASX listed product report (monthly) Our ETF mini series (basics) Vanguard fund compare SPIVA research - active versus passive index funds Owen & Drew’s favourite tackle and gear Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights ASK A QUESTION HERE Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Exchange-traded funds (ETFs) have revolutionised the investing world but they've been around since the 1990s. Here's everything you need to know about ETFs... in less than 20 minutes.

    Welcome to this episode of The Australian Investors Podcast where we dive into ETFs.

    Experienced investment analyst Owen Rask and financial planner Drew Meredith, CFP spend 20 minutes purely focused on covering everything you need to know about ETFs.

    ETFs episode resources:

    Owen & Drew’s favourite tackle and gear


    ASK A QUESTION HERE

    Owen's full investor curriculum

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1308 no     Finance bros, a 4-stock portfolio, WAM performance, QUB, property prices, Super tax & reporting season recap https://www.raskmedia.com.au/2023/03/04/finance-bros/ Are the Wilson LICs a good alternative for passive income? Is it really worth avoiding stocks if interest rates are so high? Is 4 ASX shares enough for my kids? The Australian Investors Podcast, Australia’s best investing podcast for professionals and private investors, is back for “2 sense”, hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP (AKA Andrew Deremith). ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 03 Mar 2023 20:00:00 -0000 Finance bros, a 4-stock portfolio, WAM performance, QUB, property prices, Super tax & reporting season recap full Rask Finance bro Andrew Deremyth and top 3 finfluencer Owen Rask answer your investing questions. Are the Wilson LICs a good alternative for passive income? Is it really worth avoiding stocks if interest rates are so high? Is 4 ASX shares enough for my kids? The Australian Investors Podcast, Australia’s best investing podcast for professionals and private investors, is back for “2 sense”, hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP (AKA Andrew Deremith). ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49 and stand up for your rights Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Are the Wilson LICs a good alternative for passive income? Is it really worth avoiding stocks if interest rates are so high? Is 4 ASX shares enough for my kids?

    The Australian Investors Podcast, Australia’s best investing podcast for professionals and private investors, is back for “2 sense”, hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP (AKA Andrew Deremith).


    Owen's full investor curriculum

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4035 no     ING Groep, Universal Music, MA, Visa, Moody's, S&P Global: Nathan Bell, CFA what makes great companies incredible https://www.raskmedia.com.au/2023/03/01/nathan-bell-global-fund/ Nathan Bell, CFA is the Head of Research and Head of Funds Management at Intelligent Investor, part of Investsmart Ltd (ASX: INV). Nathan Bell recently joined Owen Rask on The Australian Investors Podcast to dive deep into international markets and explain why it pays to look globally to find the best companies on earth. Previously, Nathan Bell joined Owen for a discussion about 'finding the 10 best companies on the ASX'. Episode resources Learn more about the Intelligent Investor Select Value Share Fund (ASX: IISV) 📈 Click here for a free 15-day trial of Intelligent Investor Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49! ASK A QUESTION HERE Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 01 Mar 2023 04:47:18 -0000 ING Groep, Universal Music, MA, Visa, Moody's, S&P Global: Nathan Bell, CFA what makes great companies incredible full Rask Nathan Bell joins Owen to dive deep into international markets and explain why it pays to look globally to find the best companies on earth. Nathan Bell, CFA is the Head of Research and Head of Funds Management at Intelligent Investor, part of Investsmart Ltd (ASX: INV). Nathan Bell recently joined Owen Rask on The Australian Investors Podcast to dive deep into international markets and explain why it pays to look globally to find the best companies on earth. Previously, Nathan Bell joined Owen for a discussion about 'finding the 10 best companies on the ASX'. Episode resources Learn more about the Intelligent Investor Select Value Share Fund (ASX: IISV) 📈 Click here for a free 15-day trial of Intelligent Investor Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49! ASK A QUESTION HERE Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Nathan Bell, CFA is the Head of Research and Head of Funds Management at Intelligent Investor, part of Investsmart Ltd (ASX: INV).

    Nathan Bell recently joined Owen Rask on The Australian Investors Podcast to dive deep into international markets and explain why it pays to look globally to find the best companies on earth.

    Previously, Nathan Bell joined Owen for a discussion about 'finding the 10 best companies on the ASX'.

    Episode resources

    ASK A QUESTION HERE

    Owen's full investor curriculum

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4071 no     The ASX's best business models, most over-rated investing books and partnering with the ASA ft. Leigh Gant https://www.raskmedia.com.au/podcasts Leigh Gant, education manager at the Australian Shareholders Association (ASA), and Owen Rask why Rask and ASA are partnering, and have some fun while they're at it. The duo discuss: How the ASA works Leigh's favourite finance presenter The most overrated investing books The best business models & more! Episode resources Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49! Upcoming ASA conference - Sydney ASK A QUESTION HERE Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 27 Feb 2023 04:43:06 -0000 The ASX's best business models, most over-rated investing books and partnering with the ASA ft. Leigh Gant full Rask Leigh Gant of the ASA and Owen Rask talk 2023, strategy, markets, investing process and more. Leigh Gant, education manager at the Australian Shareholders Association (ASA), and Owen Rask why Rask and ASA are partnering, and have some fun while they're at it. The duo discuss: How the ASA works Leigh's favourite finance presenter The most overrated investing books The best business models & more! Episode resources Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Join ASA for just $49! Upcoming ASA conference - Sydney ASK A QUESTION HERE Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Leigh Gant, education manager at the Australian Shareholders Association (ASA), and Owen Rask why Rask and ASA are partnering, and have some fun while they're at it.

    The duo discuss:

    • How the ASA works
    • Leigh's favourite finance presenter
    • The most overrated investing books
    • The best business models & more!

    Episode resources


    ASK A QUESTION HERE

    Owen's full investor curriculum

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3094 no     WOW! Results from Woolies, BHP & Zip; how to hunt massive multibaggers on the ASX, and is 5% yield good? https://www.raskmedia.com.au/2023/02/25/wow-results/ BHP Group's (ASX: BHP) disappointment, Woolworths Ltd's (ASX: WOW) big profit and Zip's messy financials. The Australian Investors Podcast, Australia’s best investing podcast for professionals and private investors, is back for “2 sense”, hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP (AKA Andrew Deremith). In this show you'll get: Brief results reviews: BHP, WOW, ZIP, HUB, A2M, KME, XRF & ALU Our best guess at the true passive income potential of a portfolio How much to pay for financial advice How Owen would hunt for growth stocks ASK A QUESTION HERE Drew's Financial Planning Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 24 Feb 2023 20:00:00 -0000 WOW! Results from Woolies, BHP & Zip; how to hunt massive multibaggers on the ASX, and is 5% yield good? full Rask Owen Rask and Drew Meredith, CFP are back for 2 Sense and answering your investing questions. BHP Group's (ASX: BHP) disappointment, Woolworths Ltd's (ASX: WOW) big profit and Zip's messy financials. The Australian Investors Podcast, Australia’s best investing podcast for professionals and private investors, is back for “2 sense”, hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP (AKA Andrew Deremith). In this show you'll get: Brief results reviews: BHP, WOW, ZIP, HUB, A2M, KME, XRF & ALU Our best guess at the true passive income potential of a portfolio How much to pay for financial advice How Owen would hunt for growth stocks ASK A QUESTION HERE Drew's Financial Planning Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices BHP Group's (ASX: BHP) disappointment, Woolworths Ltd's (ASX: WOW) big profit and Zip's messy financials.

    The Australian Investors Podcast, Australia’s best investing podcast for professionals and private investors, is back for “2 sense”, hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP (AKA Andrew Deremith).

    In this show you'll get:

    • Brief results reviews: BHP, WOW, ZIP, HUB, A2M, KME, XRF & ALU
    • Our best guess at the true passive income potential of a portfolio
    • How much to pay for financial advice
    • How Owen would hunt for growth stocks


    ASK A QUESTION HERE

    Drew's Financial Planning

    Owen's full investor curriculum

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3398 no     ETF bubble? Peter Lynch & Michael Burry were dead wrong about ETFs. Here's why. ft. Betashares' Cameron Gleeson https://www.raskmedia.com.au/podcasts Are ETFs in a major bubble? Was Peter Lynch right about 'all in' passive investing? And did Michael Burry make a good call when he said there's a bubble in ETFs? Cameron Gleeson is the Senior Investment Strategist at Betashares ETFs, one of Australia's biggest ETF providers. Cameron joins Owen Rask on The Australian Investors Podcast to get to the bottom of all of these claims. This episode is bought to you by The Australian Shareholders Association (ASA). Join ASA today and become a more informed investor. CLICK HERE to join Australia's leading shareholder advocacy group. Episode resources Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Learn more about BetaShares ASK A QUESTION HERE Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 22 Feb 2023 04:30:00 -0000 ETF bubble? Peter Lynch & Michael Burry were dead wrong about ETFs. Here's why. ft. Betashares' Cameron Gleeson full Rask Cameron Gleeson from Betashares and Owen Rask get to the bottom of the ETF 'bubble' and whether ETF investing is 'dumb'. Are ETFs in a major bubble? Was Peter Lynch right about 'all in' passive investing? And did Michael Burry make a good call when he said there's a bubble in ETFs? Cameron Gleeson is the Senior Investment Strategist at Betashares ETFs, one of Australia's biggest ETF providers. Cameron joins Owen Rask on The Australian Investors Podcast to get to the bottom of all of these claims. This episode is bought to you by The Australian Shareholders Association (ASA). Join ASA today and become a more informed investor. CLICK HERE to join Australia's leading shareholder advocacy group. Episode resources Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Learn more about BetaShares ASK A QUESTION HERE Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Are ETFs in a major bubble? Was Peter Lynch right about 'all in' passive investing? And did Michael Burry make a good call when he said there's a bubble in ETFs?

    Cameron Gleeson is the Senior Investment Strategist at Betashares ETFs, one of Australia's biggest ETF providers.

    Cameron joins Owen Rask on The Australian Investors Podcast to get to the bottom of all of these claims.

    This episode is bought to you by The Australian Shareholders Association (ASA). Join ASA today and become a more informed investor. CLICK HERE to join Australia's leading shareholder advocacy group.

    Episode resources


    ASK A QUESTION HERE

    Owen's full investor curriculum

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3379 no     Index funds ☀️ Everything you need to know about index funds https://www.raskmedia.com.au/2023/02/20/index-funds Index funds (and index fund ETFs) have reinvented the wheel for long-term investors, hoovering up trillions of dollars. Welcome to episode 10 of our Summer Series 2023 on The Australian Investors Podcast. In episode 10, we dive into index funds. Analyst Owen Rask and financial planner Drew Meredith, CFP spend 20 minutes purely focused on covering everything you need to know about index funds. Index fund episode resources: Owen Rask’s Investor Bootcamp — my FREE 25-page training manual (GOOGLE DOC) SPIVA research - active versus passive index funds Vanguard - index volatility charts Vanguard's magic - our podcast on everything Vanguard Blackrock index funds ETF series (basics) Summer Series Owen’s favourite tackle and gear Join Rask Core 🌏 – $9.99 per month Apply for Jamie & Drew’s financial planning ASK A QUESTION HERE Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 20 Feb 2023 10:30:00 -0000 Index funds ☀️ Everything you need to know about index funds full Rask Index funds are taken the investing world by storm, but are index funds everything they are cracked up to be? Analyst Owen Rask and planner Drew Meredith take a look. Index funds (and index fund ETFs) have reinvented the wheel for long-term investors, hoovering up trillions of dollars. Welcome to episode 10 of our Summer Series 2023 on The Australian Investors Podcast. In episode 10, we dive into index funds. Analyst Owen Rask and financial planner Drew Meredith, CFP spend 20 minutes purely focused on covering everything you need to know about index funds. Index fund episode resources: Owen Rask’s Investor Bootcamp — my FREE 25-page training manual (GOOGLE DOC) SPIVA research - active versus passive index funds Vanguard - index volatility charts Vanguard's magic - our podcast on everything Vanguard Blackrock index funds ETF series (basics) Summer Series Owen’s favourite tackle and gear Join Rask Core 🌏 – $9.99 per month Apply for Jamie & Drew’s financial planning ASK A QUESTION HERE Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Index funds (and index fund ETFs) have reinvented the wheel for long-term investors, hoovering up trillions of dollars.

    Welcome to episode 10 of our Summer Series 2023 on The Australian Investors Podcast.

    In episode 10, we dive into index funds. Analyst Owen Rask and financial planner Drew Meredith, CFP spend 20 minutes purely focused on covering everything you need to know about index funds.

    Index fund episode resources:

    Summer Series Owen’s favourite tackle and gear


    ASK A QUESTION HERE

    Owen's full investor curriculum

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1351     Better buy: CBA or Wesfarmers? HBRD sold, cash or invest, disruptors, and is a private lunch a bad idea? Ft. Evan Lucas https://www.raskmedia.com.au/2023/02/18/cba-wes-hbrd/ The Australian Investors Podcast, Australia’s top investing podcast for professionals and private investors, is back for “2 sense”, hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP (AKA Andrew Deremith). Today, Drew and Owen are joined by special guest Evan Lucas, author of Mind Over Money. The trio check in with Dubber (ASX: DUB) and Zip (ASX: ZIP) (of course), review Commonwealth Bank's (ASX: CBA) results, dive into Wesfarmers (ASX: WES), update their interest rate discussion and answer your questions. ASK A QUESTION HERE Evan's book - Mind Over Money Drew's Financial Planning Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 17 Feb 2023 20:00:00 -0000 Better buy: CBA or Wesfarmers? HBRD sold, cash or invest, disruptors, and is a private lunch a bad idea? Ft. Evan Lucas full Rask Andrew Deremith, Owen Rask and Evan Lucas turn off the lights and answer your questions. The Australian Investors Podcast, Australia’s top investing podcast for professionals and private investors, is back for “2 sense”, hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP (AKA Andrew Deremith). Today, Drew and Owen are joined by special guest Evan Lucas, author of Mind Over Money. The trio check in with Dubber (ASX: DUB) and Zip (ASX: ZIP) (of course), review Commonwealth Bank's (ASX: CBA) results, dive into Wesfarmers (ASX: WES), update their interest rate discussion and answer your questions. ASK A QUESTION HERE Evan's book - Mind Over Money Drew's Financial Planning Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices The Australian Investors Podcast, Australia’s top investing podcast for professionals and private investors, is back for “2 sense”, hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP (AKA Andrew Deremith).

    Today, Drew and Owen are joined by special guest Evan Lucas, author of Mind Over Money.

    The trio check in with Dubber (ASX: DUB) and Zip (ASX: ZIP) (of course), review Commonwealth Bank's (ASX: CBA) results, dive into Wesfarmers (ASX: WES), update their interest rate discussion and answer your questions.

    ASK A QUESTION HERE

    Evan's book - Mind Over Money

    Drew's Financial Planning

    Owen's full investor curriculum

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4466 no     SMSFs: What's all the fuss about? Are they worth it? How much do I need? Incoming CEO Peter Burgess explains https://www.raskmedia.com.au/podcasts Peter Burgess is the Deputy (and incoming) CEO of the SMSF Association. In this Australian Investors Podcast episode, Peter walks Owen through recent changes in the landscape of SMSFs, why young people are turning to them and more. Meet Owen at the SMSF Association - Tickets Watch the video version Resources: ATO website - SMSF stats SMSF Association Moneysmart - SMSF risks and benefits ASK A QUESTION HERE Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 15 Feb 2023 04:30:00 -0000 SMSFs: What's all the fuss about? Are they worth it? How much do I need? Incoming CEO Peter Burgess explains full Rask Peter Burgess is the incoming CEO of the SMSF Assocation. Peter recently joined Owen Rask on The Australian Investors Podcast to talk us through everything that's happening in SMSFs. Peter Burgess is the Deputy (and incoming) CEO of the SMSF Association. In this Australian Investors Podcast episode, Peter walks Owen through recent changes in the landscape of SMSFs, why young people are turning to them and more. Meet Owen at the SMSF Association - Tickets Watch the video version Resources: ATO website - SMSF stats SMSF Association Moneysmart - SMSF risks and benefits ASK A QUESTION HERE Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Peter Burgess is the Deputy (and incoming) CEO of the SMSF Association. In this Australian Investors Podcast episode, Peter walks Owen through recent changes in the landscape of SMSFs, why young people are turning to them and more.

    Meet Owen at the SMSF Association - Tickets

    Watch the video version

    Resources:


    ASK A QUESTION HERE

    Owen's full investor curriculum

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1785 no     Managed funds ☀️ Everything you need to know about managed funds [Summer Series] https://www.raskmedia.com.au/2023/02/13/managed-funds/ Managed funds are the world's most important investment vehicle... that you've never heard of.  Welcome to episode 9 of our Summer Series 2023 on The Australian Investors Podcast. In episode 9 of our January 2023 Summer Series, analyst Owen Rask and financial planner Drew Meredith, CFP dig into everything you need to know about managed funds. What are managed funds? What should you be looking for? Are managed funds the same as index funds? Managed fund episode resources : Owen Rask’s Investor Bootcamp — my FREE 25-page training manual (GOOGLE DOC) Value Investor Program (VIP) — Owen’s FULL online curriculum, templates, valuation case studies and more. $499. Summer Series Owen’s favourite tackle and gear Join Rask Core 🌏 – $9.99 per month Apply for Jamie & Drew’s financial planning ASK A QUESTION HERE Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 13 Feb 2023 04:48:00 -0000 Managed funds ☀️ Everything you need to know about managed funds [Summer Series] full Rask In 20 minutes (or less), planner Drew and analyst Owen Rask dive into everything you need to know about managed funds. Managed funds are the world's most important investment vehicle... that you've never heard of.  Welcome to episode 9 of our Summer Series 2023 on The Australian Investors Podcast. In episode 9 of our January 2023 Summer Series, analyst Owen Rask and financial planner Drew Meredith, CFP dig into everything you need to know about managed funds. What are managed funds? What should you be looking for? Are managed funds the same as index funds? Managed fund episode resources : Owen Rask’s Investor Bootcamp — my FREE 25-page training manual (GOOGLE DOC) Value Investor Program (VIP) — Owen’s FULL online curriculum, templates, valuation case studies and more. $499. Summer Series Owen’s favourite tackle and gear Join Rask Core 🌏 – $9.99 per month Apply for Jamie & Drew’s financial planning ASK A QUESTION HERE Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Managed funds are the world's most important investment vehicle... that you've never heard of. 

    Welcome to episode 9 of our Summer Series 2023 on The Australian Investors Podcast.

    In episode 9 of our January 2023 Summer Series, analyst Owen Rask and financial planner Drew Meredith, CFP dig into everything you need to know about managed funds.

    • What are managed funds?
    • What should you be looking for?
    • Are managed funds the same as index funds?


    Managed fund episode resources :

    Summer Series Owen’s favourite tackle and gear


    ASK A QUESTION HERE

    Owen's full investor curriculum

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1471 no     Will Dubber (ASX:DUB) go bust, MQG & BLD report, Superhero or Superzero? Plus, economic expert Andrew Deremith makes predictions https://www.raskmedia.com.au/2023/02/11/will-dubber-asxdub-andrew-deremith/ The Australian Investors Podcast, Australia’s top investing podcast for professionals and private investors, is back for “2 sense”, hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP (AKA Andrew Deremith). Today Drew and Owen check in with Dubber (ASX: DUB) and Zip (ASX: ZIP), do a brief on Boral Ltd (ASX: BLD) and Macquarie's (ASX: MQG) reports, and more. ASK A QUESTION HERE Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 10 Feb 2023 20:05:15 -0000 Will Dubber (ASX:DUB) go bust, MQG & BLD report, Superhero or Superzero? Plus, economic expert Andrew Deremith makes predictions full Rask Andrew Deremith and Owen Rask are back behind the mic, answering your questions. The Australian Investors Podcast, Australia’s top investing podcast for professionals and private investors, is back for “2 sense”, hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP (AKA Andrew Deremith). Today Drew and Owen check in with Dubber (ASX: DUB) and Zip (ASX: ZIP), do a brief on Boral Ltd (ASX: BLD) and Macquarie's (ASX: MQG) reports, and more. ASK A QUESTION HERE Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices The Australian Investors Podcast, Australia’s top investing podcast for professionals and private investors, is back for “2 sense”, hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP (AKA Andrew Deremith).

    Today Drew and Owen check in with Dubber (ASX: DUB) and Zip (ASX: ZIP), do a brief on Boral Ltd (ASX: BLD) and Macquarie's (ASX: MQG) reports, and more.

    ASK A QUESTION HERE

    Owen's full investor curriculum

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2874 no     3 ASX Dividend Shares with Kate Campbell and Drew Meredith https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Hunting for dividend income in 2023? We’ve brought financial adviser Drew Meredith on the show to discuss dividend income stocks, and his three ideas for you to add to your watchlist this year. ☀️ Catch all the resources from the Summer Series in one handy Google Doc: https://bit.ly/financesummerseries This episode is part of our Summer Series (2023) on The Australian Finance Podcast, where we’re taking a more relaxed approach to finance. Brand new to the show? Head back to our Starter Pack Series (from Jan 2022) 💸 Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 08 Feb 2023 04:00:00 -0000 full Rask In this episode of The Australian Finance Podcast, Kate Campbell and Owen Rask chat to financial adviser Drew Meredith, who shares some dividend income stock ideas for 2023. Hunting for dividend income in 2023? We’ve brought financial adviser Drew Meredith on the show to discuss dividend income stocks, and his three ideas for you to add to your watchlist this year. ☀️ Catch all the resources from the Summer Series in one handy Google Doc: https://bit.ly/financesummerseries This episode is part of our Summer Series (2023) on The Australian Finance Podcast, where we’re taking a more relaxed approach to finance. Brand new to the show? Head back to our Starter Pack Series (from Jan 2022) 💸 Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Hunting for dividend income in 2023?

    We’ve brought financial adviser Drew Meredith on the show to discuss dividend income stocks, and his three ideas for you to add to your watchlist this year.

    ☀️ Catch all the resources from the Summer Series in one handy Google Doc: https://bit.ly/financesummerseries

    This episode is part of our Summer Series (2023) on The Australian Finance Podcast, where we’re taking a more relaxed approach to finance. Brand new to the show? Head back to our Starter Pack Series (from Jan 2022) 💸

    Ready-made ETF portfolios? Rask Core has you covered!

    Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.

    ASK A QUESTION: https://bit.ly/3QtiY00

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2835     SCAMMED $100k! "Fun" micro cap stocks, the best time ever to invest? Selling HRBD & going long bonds https://www.raskmedia.com.au/2023/02/04/scammed-100k/ The Australian Investors Podcast, Australia’s top investing podcast for professionals and private investors, is back for “2 sense”, hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP. Scams of $100k, the best time to invest. You name it! ASK A QUESTION HERE Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 03 Feb 2023 20:00:00 -0000 SCAMMED $100k! "Fun" micro cap stocks, the best time ever to invest? Selling HRBD & going long bonds full Rask Weeee're BACK! Financial Planner Drew Meredith and analyst Owen Rask are back on the airwaves answering your questions. The Australian Investors Podcast, Australia’s top investing podcast for professionals and private investors, is back for “2 sense”, hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP. Scams of $100k, the best time to invest. You name it! ASK A QUESTION HERE Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices The Australian Investors Podcast, Australia’s top investing podcast for professionals and private investors, is back for “2 sense”, hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP.

    Scams of $100k, the best time to invest. You name it!

    ASK A QUESTION HERE

    Owen's full investor curriculum

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3749 no     Case study: how the ultra wealthy invest, exiting a $5m business, unlisted versus listed funds & more, ft. Renee Condylis https://www.raskmedia.com.au/podcasts Renee Condylis is a senior financial adviser at Perpetual, working with high-net-worth families, individuals and clients. In this Australian Investors Podcast episode with Owen Rask, Renee is given a case study of a couple, Lois and Clark, who want to retire comfortable while also exiting their business. You'll find the full case below. GET IN TOUCH WITH RENEE ON LINKEDIN ** CASE STUDY ** Lois (59) and Clark (62) Kent live in Parramatta, NSW. They have a $550,000 mortgage and 2 kids (17 and 24). Lois a journalist earning $110,000 + Super and Clark runs a private security business, Super Protection Ptd Ltd, estimated to be worth $5 million (based on 2x sales or 10x profit). The couple has approximately $1 million outside of Super (in a smattering of unlisted funds, LICs and a few ETFs and stocks), plus $210,000 for Lois and $240,000 for Clark in Super. Clark believes he is a high-risk investor, and currently manages a portfolio of funds and ETFs. Lois thinks she is more conservative-to-balanced but Clark convinced her to go high-risk inside Super and she's happy with the decision. The only major goal they have is wanting to retire within 10 years, being self-funded and debt free. They're not too worried about leaving much to their children, but would like to give back regularly and support their children with their first home and/or weddings when the time comes (probably in the next 4 years). They'd also like to travel modestly every few years.  ASK A QUESTION for the podcast: https://bit.ly/3QtiY00 J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 01 Feb 2023 04:37:11 -0000 Case study: how the ultra wealthy invest, exiting a $5m business, unlisted versus listed funds & more, ft. Renee Condylis full Rask Owen Rask hands Renee Condylis, a senior financial adviser at Perpetual, a case study of Lois and Clark and asks her to unravel it. Renee Condylis is a senior financial adviser at Perpetual, working with high-net-worth families, individuals and clients. In this Australian Investors Podcast episode with Owen Rask, Renee is given a case study of a couple, Lois and Clark, who want to retire comfortable while also exiting their business. You'll find the full case below. GET IN TOUCH WITH RENEE ON LINKEDIN ** CASE STUDY ** Lois (59) and Clark (62) Kent live in Parramatta, NSW. They have a $550,000 mortgage and 2 kids (17 and 24). Lois a journalist earning $110,000 + Super and Clark runs a private security business, Super Protection Ptd Ltd, estimated to be worth $5 million (based on 2x sales or 10x profit). The couple has approximately $1 million outside of Super (in a smattering of unlisted funds, LICs and a few ETFs and stocks), plus $210,000 for Lois and $240,000 for Clark in Super. Clark believes he is a high-risk investor, and currently manages a portfolio of funds and ETFs. Lois thinks she is more conservative-to-balanced but Clark convinced her to go high-risk inside Super and she's happy with the decision. The only major goal they have is wanting to retire within 10 years, being self-funded and debt free. They're not too worried about leaving much to their children, but would like to give back regularly and support their children with their first home and/or weddings when the time comes (probably in the next 4 years). They'd also like to travel modestly every few years.  ASK A QUESTION for the podcast: https://bit.ly/3QtiY00 J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Renee Condylis is a senior financial adviser at Perpetual, working with high-net-worth families, individuals and clients.

    In this Australian Investors Podcast episode with Owen Rask, Renee is given a case study of a couple, Lois and Clark, who want to retire comfortable while also exiting their business.

    You'll find the full case below.

    GET IN TOUCH WITH RENEE ON LINKEDIN

    ** CASE STUDY **

    Lois (59) and Clark (62) Kent live in Parramatta, NSW. They have a $550,000 mortgage and 2 kids (17 and 24).

    Lois a journalist earning $110,000 + Super and Clark runs a private security business, Super Protection Ptd Ltd, estimated to be worth $5 million (based on 2x sales or 10x profit).

    The couple has approximately $1 million outside of Super (in a smattering of unlisted funds, LICs and a few ETFs and stocks), plus $210,000 for Lois and $240,000 for Clark in Super. Clark believes he is a high-risk investor, and currently manages a portfolio of funds and ETFs. Lois thinks she is more conservative-to-balanced but Clark convinced her to go high-risk inside Super and she's happy with the decision.

    The only major goal they have is wanting to retire within 10 years, being self-funded and debt free. They're not too worried about leaving much to their children, but would like to give back regularly and support their children with their first home and/or weddings when the time comes (probably in the next 4 years). They'd also like to travel modestly every few years. 

    ASK A QUESTION for the podcast:

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2567 no     The fastest way to $100,000, mental health and how I invest, ft Glen James of My Millennial Money https://www.raskmedia.com.au/2023/01/30/glen-james-podcast/ Glen James is the founder of My Millennial Money, a two-time author, previously one of Australia's top financial advisers... and a former tradie! Glen James recently spoke with Owen Rask, founder of Rask, about money, investing, careers, life and more. Everyone can learn something from this episode of The Australian Investors Podcast with Glen James. WATCH THE VIDEO VERSION You'll enjoy this discussion with Glen James if you are interested in: Starting, growing and selling a business How to make more money How to save more money How to spend money better How to invest better Building on your career Why mental health could be your untapped gold mine 15+ years of podcast experience rolled into one hour Learn more about Glen James: Glen's website ASK A QUESTION for the podcast: https://bit.ly/3QtiY00 J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Boost your investment potential, with Fundlater Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 30 Jan 2023 05:53:14 -0000 The fastest way to $100,000, mental health and how I invest, ft Glen James of My Millennial Money full Rask Glen James is the founder of My Millennial Money, a two-time author and previously a top financial adviser. Glen James speaks with Owen Rask on The Australian Investors Podcast. Glen James is the founder of My Millennial Money, a two-time author, previously one of Australia's top financial advisers... and a former tradie! Glen James recently spoke with Owen Rask, founder of Rask, about money, investing, careers, life and more. Everyone can learn something from this episode of The Australian Investors Podcast with Glen James. WATCH THE VIDEO VERSION You'll enjoy this discussion with Glen James if you are interested in: Starting, growing and selling a business How to make more money How to save more money How to spend money better How to invest better Building on your career Why mental health could be your untapped gold mine 15+ years of podcast experience rolled into one hour Learn more about Glen James: Glen's website ASK A QUESTION for the podcast: https://bit.ly/3QtiY00 J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Boost your investment potential, with Fundlater Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Glen James is the founder of My Millennial Money, a two-time author, previously one of Australia's top financial advisers... and a former tradie!

    Glen James recently spoke with Owen Rask, founder of Rask, about money, investing, careers, life and more.

    Everyone can learn something from this episode of The Australian Investors Podcast with Glen James.

    WATCH THE VIDEO VERSION

    You'll enjoy this discussion with Glen James if you are interested in:

    1. Starting, growing and selling a business
    2. How to make more money
    3. How to save more money
    4. How to spend money better
    5. How to invest better
    6. Building on your career
    7. Why mental health could be your untapped gold mine
    8. 15+ years of podcast experience rolled into one hour

    Learn more about Glen James:

    ASK A QUESTION for the podcast:

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Boost your investment potential, with Fundlater

    Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3824 no     4 alternative megatrends, the language of investing, teams and alternative investments, ft. Dania Zinurova https://www.raskmedia.com.au/2023/01/25/dania-zinurova-wilson/ Dania Zinurova is the Portfolio Manager of Wilson Asset Management's WAM Alternative Assets (ASX: WMA) LIC. Dania Zinurova joined Owen Rask on The Australian Investors Podcast, Australia's #1 podcast for professional investors and financial advisers. WATCH THE VIDEO VERSION You'll enjoy this discussion with Dania if you are interested in: Investing in alternative assets Listed investment companies (LICs) Growing up in communist Russia and moving into investing Liquidity and the risk of alternatives Venture Capital (VC) and why she is moving away from it Dania's 4 megatrends for alternatives Learn more about Dania & Wilson Asset Management: Wilson AM website ASK A QUESTION for the podcast: https://bit.ly/3QtiY00 J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Boost your investment potential, with Fundlater Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 25 Jan 2023 04:30:00 -0000 4 alternative megatrends, the language of investing, teams and alternative investments, ft. Dania Zinurova full Rask Dania Zinurova is one of the most impressive investors in Australia... that you've heard of until now... Dania Zinurova is the Portfolio Manager of Wilson Asset Management's WAM Alternative Assets (ASX: WMA) LIC. Dania Zinurova joined Owen Rask on The Australian Investors Podcast, Australia's #1 podcast for professional investors and financial advisers. WATCH THE VIDEO VERSION You'll enjoy this discussion with Dania if you are interested in: Investing in alternative assets Listed investment companies (LICs) Growing up in communist Russia and moving into investing Liquidity and the risk of alternatives Venture Capital (VC) and why she is moving away from it Dania's 4 megatrends for alternatives Learn more about Dania & Wilson Asset Management: Wilson AM website ASK A QUESTION for the podcast: https://bit.ly/3QtiY00 J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Boost your investment potential, with Fundlater Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Dania Zinurova is the Portfolio Manager of Wilson Asset Management's WAM Alternative Assets (ASX: WMA) LIC.

    Dania Zinurova joined Owen Rask on The Australian Investors Podcast, Australia's #1 podcast for professional investors and financial advisers.

    WATCH THE VIDEO VERSION

    You'll enjoy this discussion with Dania if you are interested in:

    1. Investing in alternative assets
    2. Listed investment companies (LICs)
    3. Growing up in communist Russia and moving into investing
    4. Liquidity and the risk of alternatives
    5. Venture Capital (VC) and why she is moving away from it
    6. Dania's 4 megatrends for alternatives

    Learn more about Dania & Wilson Asset Management:

    ASK A QUESTION for the podcast:

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Boost your investment potential, with Fundlater

    Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3431 no     Nick Crocker on insane ambition, changing the world, tall poppy syndrome and the definition of success, ft. [CROSS POST FROM THE AUSTRALIAN BUSINESS PODCAST] https://www.raskmedia.com.au/2023/01/22/nick-crocker-blackbird-podcast/ Nick Crocker is a general partner at Blackbird VC and founder or co-founder of numerous companies. Out of maybe 600 podcasts, this Australian Business Podcast episode has to be one of the best podcasts I have ever done. WATCH THE PODCAST ON YOUTUBE If any of these topics resonate with you, you will enjoy this episode: Building a business Investing in companies Creating anything - products, businesses, etc. Team building How to communicate better Australian business culture Opening yourself up to ambition How the fitness and music industry works Learning from others, and All of the above, mashed together. Nick Crocker episode show notes Australian Business Podcast resources Owen Rask’s free business course Ask a question ASK A QUESTION: https://bit.ly/3QtiY00 J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Boost your investment potential, with Fundlater Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 23 Jan 2023 04:30:00 -0000 Nick Crocker on insane ambition, changing the world, tall poppy syndrome and the definition of success, ft. [CROSS POST FROM THE AUSTRALIAN BUSINESS PODCAST] full Rask This episode with Nick Crocker and Owen Rask will change your business life. It's okay to be insanely ambitious. Nick Crocker is a general partner at Blackbird VC and founder or co-founder of numerous companies. Out of maybe 600 podcasts, this Australian Business Podcast episode has to be one of the best podcasts I have ever done. WATCH THE PODCAST ON YOUTUBE If any of these topics resonate with you, you will enjoy this episode: Building a business Investing in companies Creating anything - products, businesses, etc. Team building How to communicate better Australian business culture Opening yourself up to ambition How the fitness and music industry works Learning from others, and All of the above, mashed together. Nick Crocker episode show notes Australian Business Podcast resources Owen Rask’s free business course Ask a question ASK A QUESTION: https://bit.ly/3QtiY00 J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Boost your investment potential, with Fundlater Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Nick Crocker is a general partner at Blackbird VC and founder or co-founder of numerous companies. Out of maybe 600 podcasts, this Australian Business Podcast episode has to be one of the best podcasts I have ever done.

    WATCH THE PODCAST ON YOUTUBE

    If any of these topics resonate with you, you will enjoy this episode:

    • Building a business
    • Investing in companies
    • Creating anything - products, businesses, etc.
    • Team building
    • How to communicate better
    • Australian business culture
    • Opening yourself up to ambition
    • How the fitness and music industry works
    • Learning from others, and
    • All of the above, mashed together.

    Nick Crocker episode show notes

    Australian Business Podcast resources

    ASK A QUESTION: https://bit.ly/3QtiY00

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Boost your investment potential, with Fundlater

    Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4895 no     Warren Buffett ☀️ Everything you need to know about the world's greatest investor, Warren Buffett [Summer Series] https://www.raskmedia.com.au/2023/01/21/warren-buffett/ Warren Buffett is in the da house! Welcome to episode 8 of our Summer Series 2023 on The Australian Investors Podcast. In episode 8 of our January 2023 Summer Series, analyst Owen Rask and financial planner Drew Meredith, CFP dig into everything you need to know about Warren Buffett. Drew and Owen cover the 5 most important things (plus some) for anyone learning about Warren Buffett. Join the chat on Twitter! What is the Summer Series ☀️? Over Summer 2023, in ~20 minutes (or less) Owen Rask and Drew Meredith, CFP will jump head first into one finance or investing topic per episode, and bring with them heaps of resources to help you grow as an investor. Warren Buffett episode resources 👇: Owen Rask’s Investor Bootcamp — my FREE 25-page training manual (GOOGLE DOC) Value Investor Program (VIP) — Owen’s FULL online curriculum, templates, valuation case studies and more. $499. Berkshire letters Essays of Warren Buffett - book Buffett: Making of an American capitalist - book Buffett - Security I like Best Rask article on Warren Buffett's biggest winners Summer Series 🎣 Owen's favourite tackle and gear Join Rask Core 🌏 - $9.99 per month Apply for Jamie & Drew's financial planning ASK A QUESTION: https://bit.ly/3QtiY00 J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Boost your investment potential, with Fundlater Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 20 Jan 2023 20:00:00 -0000 Warren Buffett ☀️ Everything you need to know about the world's greatest investor, Warren Buffett [Summer Series] full Rask Warren Buffett is in da house! Owen Rask and Drew Meredith dive into everything you need to know about Warren Buffett. Warren Buffett is in the da house! Welcome to episode 8 of our Summer Series 2023 on The Australian Investors Podcast. In episode 8 of our January 2023 Summer Series, analyst Owen Rask and financial planner Drew Meredith, CFP dig into everything you need to know about Warren Buffett. Drew and Owen cover the 5 most important things (plus some) for anyone learning about Warren Buffett. Join the chat on Twitter! What is the Summer Series ☀️? Over Summer 2023, in ~20 minutes (or less) Owen Rask and Drew Meredith, CFP will jump head first into one finance or investing topic per episode, and bring with them heaps of resources to help you grow as an investor. Warren Buffett episode resources 👇: Owen Rask’s Investor Bootcamp — my FREE 25-page training manual (GOOGLE DOC) Value Investor Program (VIP) — Owen’s FULL online curriculum, templates, valuation case studies and more. $499. Berkshire letters Essays of Warren Buffett - book Buffett: Making of an American capitalist - book Buffett - Security I like Best Rask article on Warren Buffett's biggest winners Summer Series 🎣 Owen's favourite tackle and gear Join Rask Core 🌏 - $9.99 per month Apply for Jamie & Drew's financial planning ASK A QUESTION: https://bit.ly/3QtiY00 J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Boost your investment potential, with Fundlater Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Warren Buffett is in the da house! Welcome to episode 8 of our Summer Series 2023 on The Australian Investors Podcast. In episode 8 of our January 2023 Summer Series, analyst Owen Rask and financial planner Drew Meredith, CFP dig into everything you need to know about Warren Buffett.

    Drew and Owen cover the 5 most important things (plus some) for anyone learning about Warren Buffett. Join the chat on Twitter!

    What is the Summer Series ☀️?

    Over Summer 2023, in ~20 minutes (or less) Owen Rask and Drew Meredith, CFP will jump head first into one finance or investing topic per episode, and bring with them heaps of resources to help you grow as an investor.

    Warren Buffett episode resources 👇:

    Summer Series 🎣 Owen's favourite tackle and gear


    ASK A QUESTION: https://bit.ly/3QtiY00

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Boost your investment potential, with Fundlater

    Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1178 no     Economics☀️ Everything you need to know about economics [Summer Series] https://www.raskmedia.com.au/2023/01/18/economics/ Welcome to episode 7 of our Summer Series 2023 on The Australian Investors Podcast. In episode 7 of our January 2023 Summer Series, analyst Owen Rask and financial planner Drew Meredith, CFP dig into everything you need to know about economics. Drew and Owen cover the 5 most important things (plus some) for anyone learning about economics. Join the chat on Twitter! What is the Summer Series ☀️? Over Summer 2023, in ~20 minutes (or less) Owen Rask and Drew Meredith, CFP will jump head first into one finance or investing topic per episode, and bring with them heaps of resources to help you grow as an investor. Economics episode resources 👇: Owen Rask’s Investor Bootcamp — my FREE 25-page training manual (GOOGLE DOC) Value Investor Program (VIP) — Owen’s FULL online curriculum, templates, valuation case studies and more. $499. Ray Dalio - how the economic system works (great video) Pete Wargent's blog Australian Investors Podcast Investopedia for terms Planet Money Summer Series 🎣 Owen's favourite tackle and gear Join Rask Core 🌏 - $9.99 per month Apply for Jamie & Drew's financial planning ASK A QUESTION: https://bit.ly/3QtiY00 J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Boost your investment potential, with Fundlater Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 18 Jan 2023 05:17:41 -0000 Economics ☀️ Everything you need to know about economics [Summer Series] full Rask Economics drives the world forward... backward... and every this-way-and-that. Drew and Owen tell you what you need to know about economics in 20 minutes. Welcome to episode 7 of our Summer Series 2023 on The Australian Investors Podcast. In episode 7 of our January 2023 Summer Series, analyst Owen Rask and financial planner Drew Meredith, CFP dig into everything you need to know about economics. Drew and Owen cover the 5 most important things (plus some) for anyone learning about economics. Join the chat on Twitter! What is the Summer Series ☀️? Over Summer 2023, in ~20 minutes (or less) Owen Rask and Drew Meredith, CFP will jump head first into one finance or investing topic per episode, and bring with them heaps of resources to help you grow as an investor. Economics episode resources 👇: Owen Rask’s Investor Bootcamp — my FREE 25-page training manual (GOOGLE DOC) Value Investor Program (VIP) — Owen’s FULL online curriculum, templates, valuation case studies and more. $499. Ray Dalio - how the economic system works (great video) Pete Wargent's blog Australian Investors Podcast Investopedia for terms Planet Money Summer Series 🎣 Owen's favourite tackle and gear Join Rask Core 🌏 - $9.99 per month Apply for Jamie & Drew's financial planning ASK A QUESTION: https://bit.ly/3QtiY00 J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Boost your investment potential, with Fundlater Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Welcome to episode 7 of our Summer Series 2023 on The Australian Investors Podcast. In episode 7 of our January 2023 Summer Series, analyst Owen Rask and financial planner Drew Meredith, CFP dig into everything you need to know about economics.

    Drew and Owen cover the 5 most important things (plus some) for anyone learning about economics. Join the chat on Twitter!

    What is the Summer Series ☀️?

    Over Summer 2023, in ~20 minutes (or less) Owen Rask and Drew Meredith, CFP will jump head first into one finance or investing topic per episode, and bring with them heaps of resources to help you grow as an investor.

    Economics episode resources 👇:

    Summer Series 🎣 Owen's favourite tackle and gear


    ASK A QUESTION: https://bit.ly/3QtiY00

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Boost your investment potential, with Fundlater

    Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1434 no     Property investing ☀️ Everything you need to know about property investing [Summer Series] https://www.raskmedia.com.au/2023/01/14/property-investing/ Welcome to episode 6 of our Summer Series 2023 on The Australian Investors Podcast. In episode 6 of our January 2023 Summer Series, analyst Owen Rask and financial planner Drew Meredith, CFP dig into everything you need to know about property investing. Drew and Owen cover the 5 most important things (plus some) for anyone learning about property investing. Join the chat on Twitter! What is the Summer Series ☀️? Over Summer 2023, in ~20 minutes (or less) Owen Rask and Drew Meredith, CFP will jump head first into one finance or investing topic per episode, and bring with them heaps of resources to help you grow as an investor. Property investing episode resources 👇: Owen Rask’s Investor Bootcamp — my FREE 25-page training manual (GOOGLE DOC) Value Investor Program (VIP) — Owen’s FULL online curriculum, templates, valuation case studies and more. $499. Pete Wargent's blog Property investing mini-series with Chris Bates - invest in your first property Rask's FREE property course Core logic for data Property Couch podcast Summer Series 🎣 Owen's favourite tackle and gear Join Rask Core 🌏 - $9.99 per month Apply for Jamie & Drew's financial planning ASK A QUESTION: https://bit.ly/3QtiY00 J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Boost your investment potential, with Fundlater Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 13 Jan 2023 20:00:00 -0000 Property investing ☀️ Everything you need to know about property investing [Summer Series] full Rask Property investing is as Aussie as a shrimp on the BBQ... here's everything you need to know about property investing in Australia. Welcome to episode 6 of our Summer Series 2023 on The Australian Investors Podcast. In episode 6 of our January 2023 Summer Series, analyst Owen Rask and financial planner Drew Meredith, CFP dig into everything you need to know about property investing. Drew and Owen cover the 5 most important things (plus some) for anyone learning about property investing. Join the chat on Twitter! What is the Summer Series ☀️? Over Summer 2023, in ~20 minutes (or less) Owen Rask and Drew Meredith, CFP will jump head first into one finance or investing topic per episode, and bring with them heaps of resources to help you grow as an investor. Property investing episode resources 👇: Owen Rask’s Investor Bootcamp — my FREE 25-page training manual (GOOGLE DOC) Value Investor Program (VIP) — Owen’s FULL online curriculum, templates, valuation case studies and more. $499. Pete Wargent's blog Property investing mini-series with Chris Bates - invest in your first property Rask's FREE property course Core logic for data Property Couch podcast Summer Series 🎣 Owen's favourite tackle and gear Join Rask Core 🌏 - $9.99 per month Apply for Jamie & Drew's financial planning ASK A QUESTION: https://bit.ly/3QtiY00 J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Boost your investment potential, with Fundlater Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Welcome to episode 6 of our Summer Series 2023 on The Australian Investors Podcast. In episode 6 of our January 2023 Summer Series, analyst Owen Rask and financial planner Drew Meredith, CFP dig into everything you need to know about property investing.

    Drew and Owen cover the 5 most important things (plus some) for anyone learning about property investing. Join the chat on Twitter!

    What is the Summer Series ☀️?

    Over Summer 2023, in ~20 minutes (or less) Owen Rask and Drew Meredith, CFP will jump head first into one finance or investing topic per episode, and bring with them heaps of resources to help you grow as an investor.

    Property investing episode resources 👇:

    Summer Series 🎣 Owen's favourite tackle and gear


    ASK A QUESTION: https://bit.ly/3QtiY00

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Boost your investment potential, with Fundlater

    Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1342 no     Why I hunt generational companies: venture capital investing in Aussie generational companies with Niki Scevak https://www.raskmedia.com.au/2023/01/13/niki-scevak-blackbird Niki Scevak is the co-founder of Blackbird and founder of Startmate, making him arguably Australia's most influential and successful venture capitalist (VC). Niki Scevak recently joined Owen Rask on The Australian Investors Podcast to talk about venture capital investing, co-founding Blackbird, startmate, the Blackbird investment process and so much more. Talking points & resources ASK A QUESTION: https://bit.ly/3QtiY00 Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Boost your investment potential, with Fundlater Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 13 Jan 2023 03:45:29 -0000 Why I hunt generational companies: venture capital investing in Aussie generational companies with Niki Scevak full Rask Niki Scevak is Australia's top venture capitalist, co-founder of Blackbird VC and founder of Startmate. Niki Scevak is the co-founder of Blackbird and founder of Startmate, making him arguably Australia's most influential and successful venture capitalist (VC). Niki Scevak recently joined Owen Rask on The Australian Investors Podcast to talk about venture capital investing, co-founding Blackbird, startmate, the Blackbird investment process and so much more. Talking points & resources ASK A QUESTION: https://bit.ly/3QtiY00 Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Boost your investment potential, with Fundlater Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Niki Scevak is the co-founder of Blackbird and founder of Startmate, making him arguably Australia's most influential and successful venture capitalist (VC).

    Niki Scevak recently joined Owen Rask on The Australian Investors Podcast to talk about venture capital investing, co-founding Blackbird, startmate, the Blackbird investment process and so much more.

    Talking points & resources

    ASK A QUESTION: https://bit.ly/3QtiY00

    Owen's full investor curriculum

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Boost your investment potential, with Fundlater

    Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4433 no     Portfolio construction ☀️ Everything You Need To Know About portfolio construction [Summer Series] https://www.raskmedia.com.au/2023/01/11/portfolio-construction/ Welcome to episode 5 of our Summer Series 2023 on The Australian Investors Podcast. In episode 5 of our January 2023 Summer Series, analyst Owen Rask and financial planners Drew Meredith, CFP and Jamie Nemtsas, CFP dive into everything you need to know about portfolio construction. Drew, Jamie and Owen cover the 5 most important things (plus some) for anyone learning about building a portfolio. Join the chat on Twitter! What is the Summer Series ☀️? Over Summer 2023, in ~20 minutes (or less) Owen Rask and Drew Meredith, CFP will jump head first into one finance or investing topic per episode, and bring with them heaps of resources to help you grow as an investor. Vanguard episode resources 👇: Owen Rask’s Investor Bootcamp — my FREE 25-page training manual (GOOGLE DOC) Value Investor Program (VIP) — Owen’s FULL online curriculum, templates, valuation case studies and more. $499. Setting the record straight on Asset Allocation (CFA blog) Get in contact with Jamie & Drew from Wattle Partners Vanguard Interactive charts Summer Series 🎣 Owen's favourite tackle and gear Join Rask Core 🌏 - $9.99 per month Apply for Jamie & Drew's financial planning ASK A QUESTION: https://bit.ly/3QtiY00 J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Boost your investment potential, with Fundlater Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 11 Jan 2023 04:30:00 -0000 Portfolio construction ☀️ Everything You Need To Know About portfolio construction [Summer Series] full Rask Jamie Nemtsas, CFP joins Owen Rask and Drew Meredith, CFP for a dive into portfolio construction. Welcome to episode 5 of our Summer Series 2023 on The Australian Investors Podcast. In episode 5 of our January 2023 Summer Series, analyst Owen Rask and financial planners Drew Meredith, CFP and Jamie Nemtsas, CFP dive into everything you need to know about portfolio construction. Drew, Jamie and Owen cover the 5 most important things (plus some) for anyone learning about building a portfolio. Join the chat on Twitter! What is the Summer Series ☀️? Over Summer 2023, in ~20 minutes (or less) Owen Rask and Drew Meredith, CFP will jump head first into one finance or investing topic per episode, and bring with them heaps of resources to help you grow as an investor. Vanguard episode resources 👇: Owen Rask’s Investor Bootcamp — my FREE 25-page training manual (GOOGLE DOC) Value Investor Program (VIP) — Owen’s FULL online curriculum, templates, valuation case studies and more. $499. Setting the record straight on Asset Allocation (CFA blog) Get in contact with Jamie & Drew from Wattle Partners Vanguard Interactive charts Summer Series 🎣 Owen's favourite tackle and gear Join Rask Core 🌏 - $9.99 per month Apply for Jamie & Drew's financial planning ASK A QUESTION: https://bit.ly/3QtiY00 J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Boost your investment potential, with Fundlater Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Welcome to episode 5 of our Summer Series 2023 on The Australian Investors Podcast. In episode 5 of our January 2023 Summer Series, analyst Owen Rask and financial planners Drew Meredith, CFP and Jamie Nemtsas, CFP dive into everything you need to know about portfolio construction.

    Drew, Jamie and Owen cover the 5 most important things (plus some) for anyone learning about building a portfolio. Join the chat on Twitter!

    What is the Summer Series ☀️?

    Over Summer 2023, in ~20 minutes (or less) Owen Rask and Drew Meredith, CFP will jump head first into one finance or investing topic per episode, and bring with them heaps of resources to help you grow as an investor.

    Vanguard episode resources 👇:

    Summer Series 🎣 Owen's favourite tackle and gear


    ASK A QUESTION: https://bit.ly/3QtiY00

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Boost your investment potential, with Fundlater

    Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1467 no     Vanguard's magic ☀️ Everything you need to know about Vanguard [Summer Series] https://www.raskmedia.com.au/2023/01/09/vanguard/ Welcome to episode 4 of our Summer Series ☀️ 2023 on The Australian Investors Podcast. In episode 4 of our January 2023 Summer Series, analyst Owen Rask and financial planner Drew Meredith dive into everything you need to know about Vanguard.  Vanguard. Vanguard. Vanguard. And all of its secret sauce, tricks and strategies 🥫 Drew and Owen cover the 5 most important things (plus some) for anyone learning about the world's best asset management firm, Vanguard. Join the chat on Twitter! What is the Summer Series ☀️? Over Summer 2023, in ~20 minutes (or less) Owen Rask and Drew Meredith, CFP will jump head first into one finance or investing topic per episode, and bring with them heaps of resources to help you grow as an investor. Vanguard episode resources 👇: Owen Rask's Investor Bootcamp -- my FREE 25-page training manual (GOOGLE DOC) ETF market size in Australia - list of Australian ETFs Thanks, Jack - Owen's article The Little Book of Common Sense Investing, John Bogle Vanguard Australia website Vanguard Interactive charts Summer Series 🎣 Owen's favourite tackle and gear Join Rask Core 🌏 - $9.99 per month Apply for Drew's financial planning ASK A QUESTION: https://bit.ly/3QtiY00 J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Boost your investment potential, with Fundlater Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 09 Jan 2023 07:19:00 -0000 Vanguard's magic ☀️ Everything you need to know about Vanguard [Summer Series] full Rask In episode 4 of our January Summer Series, investment analyst Owen Rask and financial planner Drew Meredith, CFP dive into Vanguard and all it's secrets. Welcome to episode 4 of our Summer Series ☀️ 2023 on The Australian Investors Podcast. In episode 4 of our January 2023 Summer Series, analyst Owen Rask and financial planner Drew Meredith dive into everything you need to know about Vanguard.  Vanguard. Vanguard. Vanguard. And all of its secret sauce, tricks and strategies 🥫 Drew and Owen cover the 5 most important things (plus some) for anyone learning about the world's best asset management firm, Vanguard. Join the chat on Twitter! What is the Summer Series ☀️? Over Summer 2023, in ~20 minutes (or less) Owen Rask and Drew Meredith, CFP will jump head first into one finance or investing topic per episode, and bring with them heaps of resources to help you grow as an investor. Vanguard episode resources 👇: Owen Rask's Investor Bootcamp -- my FREE 25-page training manual (GOOGLE DOC) ETF market size in Australia - list of Australian ETFs Thanks, Jack - Owen's article The Little Book of Common Sense Investing, John Bogle Vanguard Australia website Vanguard Interactive charts Summer Series 🎣 Owen's favourite tackle and gear Join Rask Core 🌏 - $9.99 per month Apply for Drew's financial planning ASK A QUESTION: https://bit.ly/3QtiY00 J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Boost your investment potential, with Fundlater Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Welcome to episode 4 of our Summer Series ☀️ 2023 on The Australian Investors Podcast. In episode 4 of our January 2023 Summer Series, analyst Owen Rask and financial planner Drew Meredith dive into everything you need to know about Vanguard. 

    Vanguard.

    Vanguard.

    Vanguard.

    And all of its secret sauce, tricks and strategies 🥫

    Drew and Owen cover the 5 most important things (plus some) for anyone learning about the world's best asset management firm, Vanguard. Join the chat on Twitter!

    What is the Summer Series ☀️?

    Over Summer 2023, in ~20 minutes (or less) Owen Rask and Drew Meredith, CFP will jump head first into one finance or investing topic per episode, and bring with them heaps of resources to help you grow as an investor.

    Vanguard episode resources 👇:

    Summer Series 🎣 Owen's favourite tackle and gear


    ASK A QUESTION: https://bit.ly/3QtiY00

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Boost your investment potential, with Fundlater

    Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1422 no     Value investing ☀️ Everything you need to know about value investing [Summer Series] https://www.raskmedia.com.au/2023/01/04/value-investing/ Welcome to episode 3 of our Summer Series ☀️ 2023 on The Australian Investors Podcast. In episode 3 of our January 2023 Summer Series, analyst Owen Rask and financial planner Drew Meredith dive into everything you need to know about value investing.  Drew and Owen cover the 5 most important things (plus some) for anyone learning about value investing. Join the chat on Twitter! What is the Summer Series ☀️? Over Summer 2023, in ~20 minutes (or less) Owen Rask and Drew Meredith, CFP will jump head first into one finance or investing topic per episode, and bring with them heaps of resources to help you grow as an investor. Value Investing episode resources 👇: Owen Rask's Investor Bootcamp -- my FREE 25-page training manual (GOOGLE DOC) Value Investor Program (VIP) -- Owen's FULL online curriculum, templates, valuation case studies and more. $499.  Book: Value Investing, by Bruce Greenwald. Summer Series 🎣 Owen's favourite tackle and gear Join Rask Core 🌏 - $9.99 per month Apply for Drew's financial planning ASK A QUESTION: https://bit.ly/3QtiY00 J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Boost your investment potential, with Fundlater Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 06 Jan 2023 20:00:00 -0000 Value investing ☀️ Everything you need to know about value investing [Summer Series] full Rask In episode 3 of our January Summer Series, analyst Owen Rask takes the lead to outline everything you need to know about value investing in companies. Welcome to episode 3 of our Summer Series ☀️ 2023 on The Australian Investors Podcast. In episode 3 of our January 2023 Summer Series, analyst Owen Rask and financial planner Drew Meredith dive into everything you need to know about value investing.  Drew and Owen cover the 5 most important things (plus some) for anyone learning about value investing. Join the chat on Twitter! What is the Summer Series ☀️? Over Summer 2023, in ~20 minutes (or less) Owen Rask and Drew Meredith, CFP will jump head first into one finance or investing topic per episode, and bring with them heaps of resources to help you grow as an investor. Value Investing episode resources 👇: Owen Rask's Investor Bootcamp -- my FREE 25-page training manual (GOOGLE DOC) Value Investor Program (VIP) -- Owen's FULL online curriculum, templates, valuation case studies and more. $499.  Book: Value Investing, by Bruce Greenwald. Summer Series 🎣 Owen's favourite tackle and gear Join Rask Core 🌏 - $9.99 per month Apply for Drew's financial planning ASK A QUESTION: https://bit.ly/3QtiY00 J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Boost your investment potential, with Fundlater Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Welcome to episode 3 of our Summer Series ☀️ 2023 on The Australian Investors Podcast. In episode 3 of our January 2023 Summer Series, analyst Owen Rask and financial planner Drew Meredith dive into everything you need to know about value investing. 

    Drew and Owen cover the 5 most important things (plus some) for anyone learning about value investing. Join the chat on Twitter!

    What is the Summer Series ☀️?

    Over Summer 2023, in ~20 minutes (or less) Owen Rask and Drew Meredith, CFP will jump head first into one finance or investing topic per episode, and bring with them heaps of resources to help you grow as an investor.

    Value Investing episode resources 👇:

    Summer Series 🎣 Owen's favourite tackle and gear


    ASK A QUESTION: https://bit.ly/3QtiY00

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Boost your investment potential, with Fundlater

    Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1576 no     Passive income investing ☀️ Everything you need to know about passive income investing [Summer Series] https://www.raskmedia.com.au/2023/01/04/passive-income-investing/ Welcome to episode 2 of our Summer Series ☀️ 2023 on The Australian Investors Podcast. In episode 2 of our January 2023 Summer Series, analyst Owen Rask and financial planner Drew Meredith dive into everything you need to know about passive income investing.  Drew and Owen cover the 5 most important things (plus some) for anyone learning about passive income. Join the chat on Twitter! What is the Summer Series ☀️? Over Summer 2023, in ~20 minutes (or less) Owen Rask and Drew Meredith, CFP will jump head first into one finance or investing topic per episode, and bring with them heaps of resources to help you grow as an investor. Episode Resources 👇: Owen's Passive Income Report Passive income video series Franking credits calculator Passive Investing Australia Summer Series 🎣 Owen's favourite tackle and gear Join Rask Core 🌏 - $9.99 per month Apply for Drew's financial planning ASK A QUESTION: https://bit.ly/3QtiY00 J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Boost your investment potential, with Fundlater Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 04 Jan 2023 04:30:00 -0000 Passive income investing ☀️ Everything you need to know about passive income investing [Summer Series] full Rask In episode 2 of our January Summer Series, analyst Owen Rask and financial planner Drew Meredith dive into everything you need to know about passive income investing. Welcome to episode 2 of our Summer Series ☀️ 2023 on The Australian Investors Podcast. In episode 2 of our January 2023 Summer Series, analyst Owen Rask and financial planner Drew Meredith dive into everything you need to know about passive income investing.  Drew and Owen cover the 5 most important things (plus some) for anyone learning about passive income. Join the chat on Twitter! What is the Summer Series ☀️? Over Summer 2023, in ~20 minutes (or less) Owen Rask and Drew Meredith, CFP will jump head first into one finance or investing topic per episode, and bring with them heaps of resources to help you grow as an investor. Episode Resources 👇: Owen's Passive Income Report Passive income video series Franking credits calculator Passive Investing Australia Summer Series 🎣 Owen's favourite tackle and gear Join Rask Core 🌏 - $9.99 per month Apply for Drew's financial planning ASK A QUESTION: https://bit.ly/3QtiY00 J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Boost your investment potential, with Fundlater Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Welcome to episode 2 of our Summer Series ☀️ 2023 on The Australian Investors Podcast. In episode 2 of our January 2023 Summer Series, analyst Owen Rask and financial planner Drew Meredith dive into everything you need to know about passive income investing. 

    Drew and Owen cover the 5 most important things (plus some) for anyone learning about passive income. Join the chat on Twitter!

    What is the Summer Series ☀️?

    Over Summer 2023, in ~20 minutes (or less) Owen Rask and Drew Meredith, CFP will jump head first into one finance or investing topic per episode, and bring with them heaps of resources to help you grow as an investor.

    Episode Resources 👇:

    1. Owen's Passive Income Report
    2. Passive income video series
    3. Franking credits calculator
    4. Passive Investing Australia

    Summer Series 🎣 Owen's favourite tackle and gear


    ASK A QUESTION: https://bit.ly/3QtiY00

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Boost your investment potential, with Fundlater

    Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1578 no     Personal Finance ☀️ Everything you need to know about personal finance [Summer Series] https://www.raskmedia.com.au/2023/01/04/personal-finance/ Welcome to the Summer Series ☀️ 2023 on The Australian Investors Podcast. In episode 1 of our January 2023 Summer Series, analyst Owen Rask and financial planner Drew Meredith dive into everything you need to know about personal finance.  Drew and Owen cover the 5 most important things (plus some) for anyone learning about personal finance. Join the chat on Twitter! What is the Summer Series ☀️? Over Summer 2023, in ~20 minutes (or less) Owen Rask and Drew Meredith, CFP will jump head first into one finance or investing topic per episode, and bring with them heaps of resources to help you grow as an investor. Episode Resources 👇: 10 things activity - PDF download Psychology of Money, book by Morgan Housel Owen's 25-page READING LIST - GOOGLE DOC download SAS Australia - things you can't control  Behavior Gap - fear/greed chart Summer Series 🎣 Owen's favourite tackle and gear Join Rask Core 🌏 - $9.99 per month Apply for Drew's financial planning ASK A QUESTION: https://bit.ly/3QtiY00 J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Boost your investment potential, with Fundlater Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 02 Jan 2023 05:35:00 -0000 Personal Finance ☀️ Everything you need to know about personal finance [Summer Series] full Rask Welcome to the Summer Series 2023 on The Australian Investors Podcast. In episode 1 of our January Summer Series, analyst Owen Rask and financial planner Drew Meredith dive into everything you need to know about personal finance. Welcome to the Summer Series ☀️ 2023 on The Australian Investors Podcast. In episode 1 of our January 2023 Summer Series, analyst Owen Rask and financial planner Drew Meredith dive into everything you need to know about personal finance.  Drew and Owen cover the 5 most important things (plus some) for anyone learning about personal finance. Join the chat on Twitter! What is the Summer Series ☀️? Over Summer 2023, in ~20 minutes (or less) Owen Rask and Drew Meredith, CFP will jump head first into one finance or investing topic per episode, and bring with them heaps of resources to help you grow as an investor. Episode Resources 👇: 10 things activity - PDF download Psychology of Money, book by Morgan Housel Owen's 25-page READING LIST - GOOGLE DOC download SAS Australia - things you can't control  Behavior Gap - fear/greed chart Summer Series 🎣 Owen's favourite tackle and gear Join Rask Core 🌏 - $9.99 per month Apply for Drew's financial planning ASK A QUESTION: https://bit.ly/3QtiY00 J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Boost your investment potential, with Fundlater Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Welcome to the Summer Series ☀️ 2023 on The Australian Investors Podcast. In episode 1 of our January 2023 Summer Series, analyst Owen Rask and financial planner Drew Meredith dive into everything you need to know about personal finance. 

    Drew and Owen cover the 5 most important things (plus some) for anyone learning about personal finance. Join the chat on Twitter!

    What is the Summer Series ☀️?

    Over Summer 2023, in ~20 minutes (or less) Owen Rask and Drew Meredith, CFP will jump head first into one finance or investing topic per episode, and bring with them heaps of resources to help you grow as an investor.

    Episode Resources 👇:

    Summer Series 🎣 Owen's favourite tackle and gear


    ASK A QUESTION: https://bit.ly/3QtiY00

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Boost your investment potential, with Fundlater

    Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1381 no     One of the best ESG investors I have met; ethical passive income, sustainable investing and the most ethical companies, with Will Baylis https://www.raskmedia.com.au/podcasts Will Baylis is the lead Portfolio Manager for Martin Currie's Sustainable Equity strategy and co-portfolio manager for the Ethical Income strategy. Will Baylis talks with Owen Rask about true ethical investing strategies, farming and ethical income strategies and more. Visit Martin Currie's website ASK A QUESTION: https://bit.ly/3QtiY00 Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Boost your investment potential, with Fundlater Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 30 Dec 2022 20:30:00 -0000 One of the best ESG investors I have met; ethical passive income, sustainable investing and the most ethical companies, with Will Baylis full Rask Will not only invests in a sustainable way, but lives it. Will Baylis is the lead Portfolio Manager for Martin Currie's Sustainable Equity strategy and co-portfolio manager for the Ethical Income strategy. Will Baylis talks with Owen Rask about true ethical investing strategies, farming and ethical income strategies and more. Visit Martin Currie's website ASK A QUESTION: https://bit.ly/3QtiY00 Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Boost your investment potential, with Fundlater Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Will Baylis is the lead Portfolio Manager for Martin Currie's Sustainable Equity strategy and co-portfolio manager for the Ethical Income strategy. Will Baylis talks with Owen Rask about true ethical investing strategies, farming and ethical income strategies and more.

    Visit Martin Currie's website

    ASK A QUESTION: https://bit.ly/3QtiY00

    Owen's full investor curriculum

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Boost your investment potential, with Fundlater

    Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2616 no     How I built Pearler, podcast with Pearler co-founder Hayden Smith https://www.raskmedia.com.au/2022/12/26/hayden-smith-pearler/ Hayden Smith is the co-founder of Pearler, one of Australia's fastest-growing financial technology companies. Hayden recently sat down with Owen Raszkiewicz, founder of Rask, to talk to us about his vision and what it takes to make a great technology company in the modern era. SHOW NOTES & TALKING POINTS ASK A QUESTION: https://bit.ly/3QtiY00 Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Boost your investment potential, with Fundlater Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 26 Dec 2022 04:30:00 -0000 How I built Pearler, podcast with Pearler co-founder Hayden Smith full Rask Hayden Smith is the CTO and co-founder of Pearler, one of Australia's fastest-growing financial technology companies. Hayden recently sat down with Owen Raszkiewicz, founder of Rask, to talk to us about his vision and what it takes to make a great technology company in the modern era. SHOW NOTES & TALKING POINTS Hayden Smith is the co-founder of Pearler, one of Australia's fastest-growing financial technology companies. Hayden recently sat down with Owen Raszkiewicz, founder of Rask, to talk to us about his vision and what it takes to make a great technology company in the modern era. SHOW NOTES & TALKING POINTS ASK A QUESTION: https://bit.ly/3QtiY00 Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Boost your investment potential, with Fundlater Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Hayden Smith is the co-founder of Pearler, one of Australia's fastest-growing financial technology companies. Hayden recently sat down with Owen Raszkiewicz, founder of Rask, to talk to us about his vision and what it takes to make a great technology company in the modern era. SHOW NOTES & TALKING POINTS

    ASK A QUESTION: https://bit.ly/3QtiY00

    Owen's full investor curriculum

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Boost your investment potential, with Fundlater

    Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3743 no     Why Tom Millner owns coal stocks; top sectors of 2022 & true long-term investing https://www.raskmedia.com.au/2022/12/24/tom-millner-coal-stocks/ Tom Millner of Contact Asset Management joined Owen Rask on The Australian Investors Podcast. This is Tom Millner's second Australian Investors Podcast. SHOW NOTES & TALKING POINTS ASK A QUESTION: https://bit.ly/3QtiY00 Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Boost your investment potential, with Fundlater Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 23 Dec 2022 20:30:00 -0000 Why Tom Millner owns coal stocks; top sectors of 2022 & true long-term investing full Rask Get Tom Millner's top sectors and themes for opportunities for 2022 and beyond. Tom Millner of Contact Asset Management joined Owen Rask on The Australian Investors Podcast. This is Tom Millner's second Australian Investors Podcast. SHOW NOTES & TALKING POINTS ASK A QUESTION: https://bit.ly/3QtiY00 Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Boost your investment potential, with Fundlater Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Tom Millner of Contact Asset Management joined Owen Rask on The Australian Investors Podcast. This is Tom Millner's second Australian Investors Podcast.

    SHOW NOTES & TALKING POINTS

    ASK A QUESTION: https://bit.ly/3QtiY00

    Owen's full investor curriculum

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Boost your investment potential, with Fundlater

    Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2063 no     Buying freedom, happiness & financial independence, with Dave Gow https://www.raskmedia.com.au/podcasts Are you, your partner or friends and family interested in financial independence? Do you think a lifestyle of freedom is out of touch? Think again. In this discussion, Dave Gow from Strong Money joins me to talk us through his inspiring story of financial independence and shares his unique views on the way the financial world works, or doesn't. Dave' book: www.amazon.com.au/Strong-Money-Australia-Financial-Independence/dp/0645632406 Take Rask's financial independence course -> Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Boost your investment potential, with Fundlater Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 21 Dec 2022 22:05:00 -0000 Buying freedom, happiness & financial independence, with Dave Gow full Rask Owen Rask talks with Dave Gow from Strong Money Australia about his journey to financial freedom in Australia. Are you, your partner or friends and family interested in financial independence? Do you think a lifestyle of freedom is out of touch? Think again. In this discussion, Dave Gow from Strong Money joins me to talk us through his inspiring story of financial independence and shares his unique views on the way the financial world works, or doesn't. Dave' book: www.amazon.com.au/Strong-Money-Australia-Financial-Independence/dp/0645632406 Take Rask's financial independence course -> Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Boost your investment potential, with Fundlater Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Are you, your partner or friends and family interested in financial independence?

    Do you think a lifestyle of freedom is out of touch? Think again.

    In this discussion, Dave Gow from Strong Money joins me to talk us through his inspiring story of financial independence and shares his unique views on the way the financial world works, or doesn't.

    Dave' book: www.amazon.com.au/Strong-Money-Australia-Financial-Independence/dp/0645632406

    Take Rask's financial independence course -> Rask Education.

    ASK A QUESTION: https://bit.ly/3QtiY00

    Owen's full investor curriculum

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Boost your investment potential, with Fundlater

    Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2929 no     Investing in ASX biotech ft. Dr Megan Baldwin & Jeremy Curnock Cook https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Jeremy Curnock Cook is the Managing Director and founder of BioScience Managers, a funds management business specialising in biotechnology investments in Australia and globally. Jeremy joins Owen Rask on The Australian Investors Podcast, alongside Dr Megan Baldwin of Opthea Ltd (ASX: OPT). Dr Baldwin is one of Australia's most experienced biotechnology CEOs and holds a PhD in Medicine. Together, Owen, Megan and Jeremy dive deep into what's included in clinical trials, investing in early, mid and late-stage biotechnology and more. Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 19 Dec 2022 04:30:00 -0000 full Rask Jeremy Curnock Cook is the Managing Director and founder of BioScience Managers, a funds management business specialising in biotechnology investments in Australia and globally. Jeremy joins Owen Rask on The Australian Investors Podcast, alongside Dr Megan Baldwin of Opthea Ltd (ASX: OPT). Dr Baldwin is one of Australia's most experienced biotechnology CEOs and holds a PhD in Medicine. Together, Owen, Megan and Jeremy dive deep into what's included in clinical trials, investing in early, mid and late-stage biotechnology and more. Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Jeremy Curnock Cook is the Managing Director and founder of BioScience Managers, a funds management business specialising in biotechnology investments in Australia and globally. Jeremy joins Owen Rask on The Australian Investors Podcast, alongside Dr Megan Baldwin of Opthea Ltd (ASX: OPT). Dr Baldwin is one of Australia's most experienced biotechnology CEOs and holds a PhD in Medicine.

    Together, Owen, Megan and Jeremy dive deep into what's included in clinical trials, investing in early, mid and late-stage biotechnology and more.

    Owen's full investor curriculum

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2740 no     ASX short targets, FTX arrest, Drew's top 3 countries, use your mortgage to buy stocks, Commsec pocket & more https://www.raskmedia.com.au/2022/12/17/short-targets-ftx-arrest/ Owen Rask and Drew Meredith are back on The Australian Investors Podcast for 2 Sense. This week, Drew and Owen the FTX arrest, paying down your mortgage... then redrawing and buying stocks, WAM'sperformance, the Rask event, Drew's top 3 bullish countries and so much more! SHOW NOTES Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 16 Dec 2022 20:00:00 -0000 ASX short targets, FTX arrest, Drew's top 3 countries, use your mortgage to buy stocks, Commsec pocket & more full Rask 2022 finale! Heaps of laughs, questions... and forecasts with Drew Meredith and Owen Rask. Owen Rask and Drew Meredith are back on The Australian Investors Podcast for 2 Sense. This week, Drew and Owen the FTX arrest, paying down your mortgage... then redrawing and buying stocks, WAM'sperformance, the Rask event, Drew's top 3 bullish countries and so much more! SHOW NOTES Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Owen Rask and Drew Meredith are back on The Australian Investors Podcast for 2 Sense. This week, Drew and Owen the FTX arrest, paying down your mortgage... then redrawing and buying stocks, WAM'sperformance, the Rask event, Drew's top 3 bullish countries and so much more!

    SHOW NOTES

    Owen's full investor curriculum

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4721 no     Valuation is opinion, not a fact; ESG & impact ft. Tom King of Nanuk https://www.raskmedia.com.au/2022/12/14/tom-king-nanuk/ Tom King is the Chief Investment Officer of Nanuk Asset Management. In this Australian Investors Podcast with Owen Rask, Tom King shares his journey, insights taken from professional sports and dives deep into ESG integration in investing.  SHOW NOTES Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 14 Dec 2022 05:19:52 -0000 Valuation is opinion, not a fact; ESG & impact ft. Tom King of Nanuk full Rask Olympian turn CIO Tom King shares his journey, insights taken from professional sports and dives deep into ESG integration in investing Tom King is the Chief Investment Officer of Nanuk Asset Management. In this Australian Investors Podcast with Owen Rask, Tom King shares his journey, insights taken from professional sports and dives deep into ESG integration in investing.  SHOW NOTES Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Tom King is the Chief Investment Officer of Nanuk Asset Management. In this Australian Investors Podcast with Owen Rask, Tom King shares his journey, insights taken from professional sports and dives deep into ESG integration in investing. 

    SHOW NOTES

    Owen's full investor curriculum

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4758 no     Investing for families ft. Josh Pennell of Prosper https://www.raskmedia.com.au/2022/12/12/investing-for-families/ Josh Pennell is the author of What Parents Want and a financial adviser at Prosper Advisory. In this Australian Investors Podcast with Owen Rask, the duo cover the essentials of investing for kids, new parents or even grandparents. SHOW NOTES Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 12 Dec 2022 04:30:00 -0000 Investing for families ft. Josh Pennell of Prosper full Rask Josh Pennell, author of What Parents Want, covers the essentials of investing for kids, new parents or even grandparents. Josh Pennell is the author of What Parents Want and a financial adviser at Prosper Advisory. In this Australian Investors Podcast with Owen Rask, the duo cover the essentials of investing for kids, new parents or even grandparents. SHOW NOTES Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Josh Pennell is the author of What Parents Want and a financial adviser at Prosper Advisory.

    In this Australian Investors Podcast with Owen Rask, the duo cover the essentials of investing for kids, new parents or even grandparents.

    SHOW NOTES

    Owen's full investor curriculum

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2469 no     Hang Seng explodes, crashing house prices, Deremith ETF, MMT = DOA, and more! https://www.raskmedia.com.au/2022/12/10/crashing-house-prices/ Owen Rask and Drew Meredith are back on The Australian Investors Podcast for 2 Sense. This week, Drew and Owen talk about falling house prices, China and emerging markets, the Hang Seng explosion and more! SHOW NOTES Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 09 Dec 2022 20:00:00 -0000 Hang Seng explodes, Crashing house prices, Deremith ETF, MMT = DOA, and more! full Rask Owen Rask and Drew Meredith are back on The Australian Investors Podcast for 2 Sense. This week, Drew and Owen talk about falling house prices, China and emerging markets, the Hang Seng explosion and more! Owen Rask and Drew Meredith are back on The Australian Investors Podcast for 2 Sense. This week, Drew and Owen talk about falling house prices, China and emerging markets, the Hang Seng explosion and more! SHOW NOTES Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Owen Rask and Drew Meredith are back on The Australian Investors Podcast for 2 Sense. This week, Drew and Owen talk about falling house prices, China and emerging markets, the Hang Seng explosion and more!

    SHOW NOTES

    Owen's full investor curriculum

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2709 no     Investing in space, aliens, dark matter, UFOs & Aussie tech with Professor Alan Duffy https://www.raskmedia.com.au/2022/12/07/alan-duffy-space-podcast/ Professor Alan Duffy is the Director of the Space Technology and Industry Institute at Swinburne University in Melbourne. Alan Duffy joined Owen Raszkiewicz on The Australian Investors Podcast to talk about space technology, innovation, investing in early-stage technology and so much more.  We recommend you watch the video version of the podcast.  SHOW NOTES Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 07 Dec 2022 04:30:00 -0000 Investing in space, aliens, dark matter, UFOs & Aussie tech with Professor Alan Duffy full Rask The brilliant Professor Alan Duffy is the Director of the Space Technology, a speaker, educator, podcast host. He joins Owen to talk about space, technology and innovation. Professor Alan Duffy is the Director of the Space Technology and Industry Institute at Swinburne University in Melbourne. Alan Duffy joined Owen Raszkiewicz on The Australian Investors Podcast to talk about space technology, innovation, investing in early-stage technology and so much more.  We recommend you watch the video version of the podcast.  SHOW NOTES Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Professor Alan Duffy is the Director of the Space Technology and Industry Institute at Swinburne University in Melbourne. Alan Duffy joined Owen Raszkiewicz on The Australian Investors Podcast to talk about space technology, innovation, investing in early-stage technology and so much more. 

    We recommend you watch the video version of the podcast. 

    SHOW NOTES

    Owen's full investor curriculum

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4920 no     A "once-in-a-generation" buy? (It's not what you think) ft. Ashley O'Connor https://www.raskmedia.com.au/2022/12/05/ashley-oconnor-invesco/ Ashley O'Connor is an experienced equity and bond markets investor at Invesco. Ashley joins Owen Rask on The Australian Investors Podcast to talk about... Senior Secured Loans (SSL) and why this strange but impressive market could be about to surprise to the upside. SHOW NOTES Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 05 Dec 2022 05:00:00 -0000 A "once-in-a-generation" buy? (It's not what you think) ft. Ashley O'Connor full Rask Ashley O'Connor is an experienced equity and bond markets investor who joins Owen Rask to talk about... Senior Secured Loans (SSL) and why this strange but impressive market could be about to surprise to the upside. Ashley O'Connor is an experienced equity and bond markets investor at Invesco. Ashley joins Owen Rask on The Australian Investors Podcast to talk about... Senior Secured Loans (SSL) and why this strange but impressive market could be about to surprise to the upside. SHOW NOTES Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Ashley O'Connor is an experienced equity and bond markets investor at Invesco.

    Ashley joins Owen Rask on The Australian Investors Podcast to talk about... Senior Secured Loans (SSL) and why this strange but impressive market could be about to surprise to the upside.

    SHOW NOTES

    Owen's full investor curriculum

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2735 no     Buy the f--king dip, 7% for 10 years, crypto inside Super, Telix Pharma, changes to advice, IVV stock split and more https://www.raskmedia.com.au/2022/12/03/crypto-super-telix/ Owen Rask and Drew Meredith are back on The Australian Investors Podcast for 2 Sense. This week, Drew and Owen talk crypto, getting financial advice, SMSFs, IVV’s stock split and JP Morgan Asset Management’s 10-year macro outlook. And of course, we answer your questions. GET THE SHOW NOTES Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: December 1st, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 02 Dec 2022 20:00:00 -0000 Buy the f--king dip, 7% for 10 years, crypto inside Super, Telix Pharma, changes to advice, IVV stock split and more full Rask Owen Rask and Drew Meredith are back on The Australian Investors Podcast for 2 Sense. This week, Drew and Owen talk crypto, getting financial advice, SMSFs, IVV’s stock split and JP Morgan Asset Management’s 10 year macro outlook. And of course, we answer your questions. Owen Rask and Drew Meredith are back on The Australian Investors Podcast for 2 Sense. This week, Drew and Owen talk crypto, getting financial advice, SMSFs, IVV’s stock split and JP Morgan Asset Management’s 10-year macro outlook. And of course, we answer your questions. GET THE SHOW NOTES Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: December 1st, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Owen Rask and Drew Meredith are back on The Australian Investors Podcast for 2 Sense. This week, Drew and Owen talk crypto, getting financial advice, SMSFs, IVV’s stock split and JP Morgan Asset Management’s 10-year macro outlook. And of course, we answer your questions.

    GET THE SHOW NOTES

    Owen's full investor curriculum

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Date recorded: December 1st, 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4011 no     Afterpay, BHP, Xero, Altium & more: lessons learned from the best investors, companies & more ft. Luke Durbin https://www.raskmedia.com.au/2022/11/30/luke-durbin-oracle/ Luke Durbin is a Lead Portfolio Manager at Oracle Investment Management. In October, Luke sat down with Owen Rask to share his lessons learned from investing in great companies like Altium Ltd (ASX: ALU) and BHP Group (ASX: BHP), and also from studying companies like Afterpay/Block (ASX: SQ2) and RXP Services. He then shares the lessons he's learned from Warren Buffett and many others. GET THE SHOW NOTES Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: October 10th, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 30 Nov 2022 04:30:00 -0000 Afterpay, BHP, Xero, Altium & more: lessons learned from the best investors, companies & more ft. Luke Durbin full Rask Luke Durbin from Oracle IM is back on the show to talk about lessons learned from great companies and investors. Luke Durbin is a Lead Portfolio Manager at Oracle Investment Management. In October, Luke sat down with Owen Rask to share his lessons learned from investing in great companies like Altium Ltd (ASX: ALU) and BHP Group (ASX: BHP), and also from studying companies like Afterpay/Block (ASX: SQ2) and RXP Services. He then shares the lessons he's learned from Warren Buffett and many others. GET THE SHOW NOTES Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: October 10th, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Luke Durbin is a Lead Portfolio Manager at Oracle Investment Management. In October, Luke sat down with Owen Rask to share his lessons learned from investing in great companies like Altium Ltd (ASX: ALU) and BHP Group (ASX: BHP), and also from studying companies like Afterpay/Block (ASX: SQ2) and RXP Services. He then shares the lessons he's learned from Warren Buffett and many others.

    GET THE SHOW NOTES

    Owen's full investor curriculum

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    J.P. Morgan Asset Management

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Date recorded: October 10th, 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2459 no     Systematic share trading, charting stocks & life with The Chartist's Nick Radge https://www.raskmedia.com.au/2022/11/28/nick-radge-the-chartist/ The Chartist’s Nick Radge recently joined Owen Rask on The Australian Investors Podcast to talk about his journey to building The Chartist, learning about stock trading and why Nick choose share trading over long-term investing. SHOW NOTES Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: October 10th, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 28 Nov 2022 04:30:00 -0000 Systematic share trading, charting stocks & life with The Chartist's Nick Radge full Rask Nick Radge is one of Australia's most followed share traders, and arguably the leading systematic trader in Australia. The Chartist’s Nick Radge recently joined Owen Rask on The Australian Investors Podcast to talk about his journey to building The Chartist, learning about stock trading and why Nick choose share trading over long-term investing. SHOW NOTES Owen's full investor curriculum Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: October 10th, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices The Chartist’s Nick Radge recently joined Owen Rask on The Australian Investors Podcast to talk about his journey to building The Chartist, learning about stock trading and why Nick choose share trading over long-term investing.

    SHOW NOTES

    Owen's full investor curriculum

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Date recorded: October 10th, 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3681 no     Disney’s woes, why Iress (IRE) dominates, ETF fees going up?, save BIG on Super, hedged or unhedged https://www.raskmedia.com.au/2022/11/26/disney-dis-iress-ire-super/ The Australian Investors Podcast, Australia’s top investing podcast for professionals and private investors is back for Q&A, hosted by experienced financial planner Drew Meredith, CFP and experienced analyst Owen Rask. This segment is called 2 Sense (2C) — and it’s our super-popular new episode format. In this episode, Owen & Drew answer questions on Iress Ltd (ASX: IRE), insurance inside Super, The Walt Disney Company (NYSE: DIS), VanEck MSCI Quality ETF (ASX: QUAL) and more! Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 25 Nov 2022 20:21:37 -0000 Disney’s woes, why Iress (IRE) dominates, ETF fees going up?, save BIG on Super, hedged or unhedged full Rask In this episode, Owen & Drew answer questions on Iress Ltd (ASX: IRE), insurance inside Super, The Walt Disney Company (NYSE: DIS), VanEck MSCI Quality ETF (ASX: QUAL) and more! The Australian Investors Podcast, Australia’s top investing podcast for professionals and private investors is back for Q&A, hosted by experienced financial planner Drew Meredith, CFP and experienced analyst Owen Rask. This segment is called 2 Sense (2C) — and it’s our super-popular new episode format. In this episode, Owen & Drew answer questions on Iress Ltd (ASX: IRE), insurance inside Super, The Walt Disney Company (NYSE: DIS), VanEck MSCI Quality ETF (ASX: QUAL) and more! Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: Learn more about your ad choices. Visit megaphone.fm/adchoices The Australian Investors Podcast, Australia’s top investing podcast for professionals and private investors is back for Q&A, hosted by experienced financial planner Drew Meredith, CFP and experienced analyst Owen Rask. This segment is called 2 Sense (2C) — and it’s our super-popular new episode format.

    In this episode, Owen & Drew answer questions on Iress Ltd (ASX: IRE), insurance inside Super, The Walt Disney Company (NYSE: DIS), VanEck MSCI Quality ETF (ASX: QUAL) and more!

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Date recorded:

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4452 no     Fascinations, farms, the best capital allocator on the ASX & closing the stock market, ft. Donny Buchanan of Lakehouse Capital https://www.raskmedia.com.au/2022/11/23/donny-buchanan-lakehouse-capital/ Donny Buchanan is the co-founder and Chief Investment Officer of Lakehouse Capital in Sydney. Donny is a former Motley Fool Australia analyst and experienced private and public markets investor.  Donny Buchanan recently joined Owen Rask on The Australian Investors Podcast to talk about his journey, his investment process at Lakehouse Capital and so much more.  SHOW NOTES & VIDEO VERSION Take Owen's Value Investor Program for $499 Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: October 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 23 Nov 2022 04:30:00 -0000 Fascinations, farms, the best capital allocator on the ASX & closing the stock market, ft. Donny Buchanan of Lakehouse Capital full Rask Donny Buchanan is the co-founder and Chief Investment Officer of Lakehouse Capital in Sydney. Donny Buchanan is the co-founder and Chief Investment Officer of Lakehouse Capital in Sydney. Donny is a former Motley Fool Australia analyst and experienced private and public markets investor.  Donny Buchanan recently joined Owen Rask on The Australian Investors Podcast to talk about his journey, his investment process at Lakehouse Capital and so much more.  SHOW NOTES & VIDEO VERSION Take Owen's Value Investor Program for $499 Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: October 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Donny Buchanan is the co-founder and Chief Investment Officer of Lakehouse Capital in Sydney. Donny is a former Motley Fool Australia analyst and experienced private and public markets investor. 

    Donny Buchanan recently joined Owen Rask on The Australian Investors Podcast to talk about his journey, his investment process at Lakehouse Capital and so much more. 

    SHOW NOTES & VIDEO VERSION

    Take Owen's Value Investor Program for $499

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Date recorded: October 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3491 no     Geoff Wilson: Life, LICs, franking credits and how Wilson Asset Management (WAM) was built https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Geoff Wilson is the Chairman, Chief Investment Officer and founder of Wilson Asset Management (WAM), a company that manages 8 Listed Investment Companies (LICs) and manages around $5 billion in shareholder capital on behalf of over 130,000 investors. Geoff Wilson recently sat down with Owen Rask on The Australian Investors Podcast to talk about his life, LICs and the debate on frankingcredits. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 16th of Nov 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 21 Nov 2022 04:00:00 -0000 full Rask Geoff Wilson is the Chairman of Wilson Asset Management (WAM). Geoff Wilson sat down with Owen Rask on The Australian Investors Podcast to his life, LICs and franking credits. Geoff Wilson is the Chairman, Chief Investment Officer and founder of Wilson Asset Management (WAM), a company that manages 8 Listed Investment Companies (LICs) and manages around $5 billion in shareholder capital on behalf of over 130,000 investors. Geoff Wilson recently sat down with Owen Rask on The Australian Investors Podcast to talk about his life, LICs and the debate on frankingcredits. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 16th of Nov 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Geoff Wilson is the Chairman, Chief Investment Officer and founder of Wilson Asset Management (WAM), a company that manages 8 Listed Investment Companies (LICs) and manages around $5 billion in shareholder capital on behalf of over 130,000 investors. Geoff Wilson recently sat down with Owen Rask on The Australian Investors Podcast to talk about his life, LICs and the debate on frankingcredits.

    Watch the video version on the Rask Australia YouTube page.

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Date recorded: 16th of Nov 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3961     Vanguard Super, tech wreck 2.0, PayPal (PYPL), Okta, best brokers in Australia & Mader Group (ASX:MAD) [2C] https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ The Australian Investors Podcast, Australia’s top investing podcast for professionals and private investors is back for Q&A, hosted by experienced financial planner Drew Meredith, CFP and experienced analyst Owen Rask. This segment is called 2 Sense (2C) -- and it's our super-popular new episode format. In this episode, Owen & Drew tackle Vanguard Super, PayPal Inc (NASDAQ: PYPL) stock, Okta Inc (NASDAQ: OKTA), Aussie Broadband (ASX: ABB), and the best platform for long-term investing. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 18th of November 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 18 Nov 2022 20:00:00 -0000 full Rask Australian Investors Podcast today: Owen & Drew tackle Vanguard Super, PayPal Inc (NASDAQ: PYPL) stock, Okta Inc (NASDAQ: OKTA), the best brokers & Mader Group (ASX:MAD). The Australian Investors Podcast, Australia’s top investing podcast for professionals and private investors is back for Q&A, hosted by experienced financial planner Drew Meredith, CFP and experienced analyst Owen Rask. This segment is called 2 Sense (2C) -- and it's our super-popular new episode format. In this episode, Owen & Drew tackle Vanguard Super, PayPal Inc (NASDAQ: PYPL) stock, Okta Inc (NASDAQ: OKTA), Aussie Broadband (ASX: ABB), and the best platform for long-term investing. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 18th of November 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices The Australian Investors Podcast, Australia’s top investing podcast for professionals and private investors is back for Q&A, hosted by experienced financial planner Drew Meredith, CFP and experienced analyst Owen Rask. This segment is called 2 Sense (2C) -- and it's our super-popular new episode format.

    In this episode, Owen & Drew tackle Vanguard Super, PayPal Inc (NASDAQ: PYPL) stock, Okta Inc (NASDAQ: OKTA), Aussie Broadband (ASX: ABB), and the best platform for long-term investing.

    Watch the video version on the Rask Australia YouTube page.

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Date recorded: 18th of November 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4455     5 VC questions every founder must answer, ft. Seed Space Venture Capital's Cathryn Lyall Cathryn Lyall is an experienced venture capitalist and partner at Seed Space Venture Capital. Cathryn recently joined Drew Meredith and Owen Rask on The Australian Investors Podcast to talk about everything venture capital-related, including the 5 essential questions Cathryn asks every founder. Please note: this podcast was recorded in audio-only format, at Noosa, on October 10, 2022. Podcast resources ASK A QUESTION Seed Space Venture Capital Make a connection with Cathryn Lyall on LinkedIn Owen Rask on Twitter Email Drew Meredith Join Owen inside Rask Core Say thanks to our tremendous sponsors Join Selfwealth and get 5 free ASX trades! The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades! Join Selfwealth and get free trades Join inside The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required): Click here for a free 15-day trial Click here to join Intelligent Investor today ($100 off) J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan Asset Management is a true global leader, providing investors with perspective to build stronger active portfolios. Visit their website. The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 16 Nov 2022 04:30:00 -0000 5 VC questions every founder must answer, ft. Seed Space Venture Capital's Cathryn Lyall full Rask Venture Capitalist Cathryn Lyall has 5 questions she asks every founder. Discover what they are in this conversation with Owen Rask and Drew Meredith on The Australian Investors Podcast. Cathryn Lyall is an experienced venture capitalist and partner at Seed Space Venture Capital. Cathryn recently joined Drew Meredith and Owen Rask on The Australian Investors Podcast to talk about everything venture capital-related, including the 5 essential questions Cathryn asks every founder. Please note: this podcast was recorded in audio-only format, at Noosa, on October 10, 2022. Podcast resources ASK A QUESTION Seed Space Venture Capital Make a connection with Cathryn Lyall on LinkedIn Owen Rask on Twitter Email Drew Meredith Join Owen inside Rask Core Say thanks to our tremendous sponsors Join Selfwealth and get 5 free ASX trades! The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades! Join Selfwealth and get free trades Join inside The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required): Click here for a free 15-day trial Click here to join Intelligent Investor today ($100 off) J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan Asset Management is a true global leader, providing investors with perspective to build stronger active portfolios. Visit their website. The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices Cathryn Lyall is an experienced venture capitalist and partner at Seed Space Venture Capital. Cathryn recently joined Drew Meredith and Owen Rask on The Australian Investors Podcast to talk about everything venture capital-related, including the 5 essential questions Cathryn asks every founder.

    Please note: this podcast was recorded in audio-only format, at Noosa, on October 10, 2022.

    Podcast resources

    Say thanks to our tremendous sponsors

    Join Selfwealth and get 5 free ASX trades!

    The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades!

    Join Selfwealth and get free trades

    Join inside The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    Click here for a free 15-day trial

    Click here to join Intelligent Investor today ($100 off)

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan Asset Management is a true global leader, providing investors with perspective to build stronger active portfolios. Visit their website.

    The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1867 no     Mapping disruptive change, building thematic ETFs & major themes for 2023 ft. Blair Hannon from Global X https://www.raskmedia.com.au/2022/11/14/global-x-etfs-blair-hannon/ Blair Hannon is the Head of Investment Strategy at Global X ETFs Australia and an experienced investment expert. Blair Hannon recently sat down with Owen Rask on The Australian Investors Podcast to talk about identifying and investing in themes that are changing the world.  SHOW NOTES & VIDEO VERSION Join Selfwealth and get 5 free ASX trades! The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades! Join Selfwealth and get free trades Join inside The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required): Click here for a free 15-day trial Click here to join Intelligent Investor today ($100 off) J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan Asset Management is a true global leader, providing investors with perspective to build stronger active portfolios. Visit their website. INVESTMENT WARNING Important note: at the time of recording, guests (or their clients) may have a position in some of the companies mentioned. Please pay attention to the risks mentioned by Owen & Luke and ensure you consult a licensed financial planner before you act on the information presented in this podcast. Owen does not have a position in any of the companies mentioned in this podcast. This podcast contains general financial information only, issued by The Rask Group Pty Ltd. It does not take into account your needs, goals or objectives. So speak to a licenced and trusted financial adviser before you act on the information. Past performance is not a reliable indicator of future performance Learn more about us at www.rask.com.au/FSG Podcast recorded: 13 October, 2022 Global X is a long-term sponsor of Rask podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 14 Nov 2022 04:30:00 -0000 Mapping disruptive change, building thematic ETFs & major themes for 2023 ft. Blair Hannon from Global X full Rask Blair Hannon from Global X ETFs Australia joins Owen Rask on The Australian Investors Podcast to talk about thematic investing. Blair Hannon is the Head of Investment Strategy at Global X ETFs Australia and an experienced investment expert. Blair Hannon recently sat down with Owen Rask on The Australian Investors Podcast to talk about identifying and investing in themes that are changing the world.  SHOW NOTES & VIDEO VERSION Join Selfwealth and get 5 free ASX trades! The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades! Join Selfwealth and get free trades Join inside The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required): Click here for a free 15-day trial Click here to join Intelligent Investor today ($100 off) J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan Asset Management is a true global leader, providing investors with perspective to build stronger active portfolios. Visit their website. INVESTMENT WARNING Important note: at the time of recording, guests (or their clients) may have a position in some of the companies mentioned. Please pay attention to the risks mentioned by Owen & Luke and ensure you consult a licensed financial planner before you act on the information presented in this podcast. Owen does not have a position in any of the companies mentioned in this podcast. This podcast contains general financial information only, issued by The Rask Group Pty Ltd. It does not take into account your needs, goals or objectives. So speak to a licenced and trusted financial adviser before you act on the information. Past performance is not a reliable indicator of future performance Learn more about us at www.rask.com.au/FSG Podcast recorded: 13 October, 2022 Global X is a long-term sponsor of Rask podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices Blair Hannon is the Head of Investment Strategy at Global X ETFs Australia and an experienced investment expert.

    Blair Hannon recently sat down with Owen Rask on The Australian Investors Podcast to talk about identifying and investing in themes that are changing the world. 

    SHOW NOTES & VIDEO VERSION

    Join Selfwealth and get 5 free ASX trades!

    The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades!

    Join Selfwealth and get free trades

    Join inside The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required): Click here for a free 15-day trial

    Click here to join Intelligent Investor today ($100 off)

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan Asset Management is a true global leader, providing investors with perspective to build stronger active portfolios. Visit their website.

    INVESTMENT WARNING

    Important note: at the time of recording, guests (or their clients) may have a position in some of the companies mentioned. Please pay attention to the risks mentioned by Owen & Luke and ensure you consult a licensed financial planner before you act on the information presented in this podcast. Owen does not have a position in any of the companies mentioned in this podcast. This podcast contains general financial information only, issued by The Rask Group Pty Ltd. It does not take into account your needs, goals or objectives. So speak to a licenced and trusted financial adviser before you act on the information. Past performance is not a reliable indicator of future performance Learn more about us at www.rask.com.au/FSG

    Podcast recorded: 13 October, 2022

    Global X is a long-term sponsor of Rask podcasts.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3991 no     My Xero valuation, 10% in FANG, property down 15%?, NAB, FTX goes down, QUAL, bonds, Disney & more! https://www.raskmedia.com.au/2022/11/11/xero-valuation-fang-etf/ The Australian Investors Podcast, Australia’s top investing podcast for professionals and private investors is back for Q&A hosted by experienced financial planner Drew Meredith, CFP and experienced analyst Owen Rask. This segment is called 2 Sense -- and it's our super-popular new episode format. In this episode, Owen & Drew tackle results from Xero Limited (ASX: XRO), why Drew invested "10%" of his Super in the Global X FANG+ ETF (ASX: FANG), crypto collapses, bonds and more. SHOW NOTES & VIDEO VERSION Join Selfwealth and get 5 free ASX trades! The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades! Join Selfwealth and get free trades Join inside The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required): Click here for a free 15-day trial Click here to join Intelligent Investor today ($100 off) J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan Asset Management is a true global leader, providing investors with perspective to build stronger active portfolios. Visit their website. INVESTMENT WARNING Important note: at the time of recording, guests (or their clients) may have a position in some of the companies mentioned. Please pay attention to the risks mentioned by Owen & Luke and ensure you consult a licensed financial planner before you act on the information presented in this podcast. Owen does not have a position in any of the companies mentioned in this podcast. This podcast contains general financial information only, issued by The Rask Group Pty Ltd. It does not take into account your needs, goals or objectives. So speak to a licenced and trusted financial adviser before you act on the information. Past performance is not a reliable indicator of future performance Learn more about us at www.rask.com.au/FSG Podcast recorded: 11 November, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 11 Nov 2022 20:00:00 -0000 My Xero valuation, 10% in FANG, property down 15%?, NAB, FTX goes down, QUAL, bonds, Disney & more! full Rask Owen & Drew tackle results from Xero Limited (ASX: XRO), why Drew invested "10%" of his Super in the Global X FANG+ ETF (ASX: FANG), crypto collapses, bonds and more. The Australian Investors Podcast, Australia’s top investing podcast for professionals and private investors is back for Q&A hosted by experienced financial planner Drew Meredith, CFP and experienced analyst Owen Rask. This segment is called 2 Sense -- and it's our super-popular new episode format. In this episode, Owen & Drew tackle results from Xero Limited (ASX: XRO), why Drew invested "10%" of his Super in the Global X FANG+ ETF (ASX: FANG), crypto collapses, bonds and more. SHOW NOTES & VIDEO VERSION Join Selfwealth and get 5 free ASX trades! The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades! Join Selfwealth and get free trades Join inside The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required): Click here for a free 15-day trial Click here to join Intelligent Investor today ($100 off) J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan Asset Management is a true global leader, providing investors with perspective to build stronger active portfolios. Visit their website. INVESTMENT WARNING Important note: at the time of recording, guests (or their clients) may have a position in some of the companies mentioned. Please pay attention to the risks mentioned by Owen & Luke and ensure you consult a licensed financial planner before you act on the information presented in this podcast. Owen does not have a position in any of the companies mentioned in this podcast. This podcast contains general financial information only, issued by The Rask Group Pty Ltd. It does not take into account your needs, goals or objectives. So speak to a licenced and trusted financial adviser before you act on the information. Past performance is not a reliable indicator of future performance Learn more about us at www.rask.com.au/FSG Podcast recorded: 11 November, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices The Australian Investors Podcast, Australia’s top investing podcast for professionals and private investors is back for Q&A hosted by experienced financial planner Drew Meredith, CFP and experienced analyst Owen Rask. This segment is called 2 Sense -- and it's our super-popular new episode format.

    In this episode, Owen & Drew tackle results from Xero Limited (ASX: XRO), why Drew invested "10%" of his Super in the Global X FANG+ ETF (ASX: FANG), crypto collapses, bonds and more.

    SHOW NOTES & VIDEO VERSION

    Join Selfwealth and get 5 free ASX trades!

    The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades!

    Join Selfwealth and get free trades

    Join inside The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required): Click here for a free 15-day trial

    Click here to join Intelligent Investor today ($100 off)

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan Asset Management is a true global leader, providing investors with perspective to build stronger active portfolios. Visit their website.

    INVESTMENT WARNING

    Important note: at the time of recording, guests (or their clients) may have a position in some of the companies mentioned. Please pay attention to the risks mentioned by Owen & Luke and ensure you consult a licensed financial planner before you act on the information presented in this podcast. Owen does not have a position in any of the companies mentioned in this podcast. This podcast contains general financial information only, issued by The Rask Group Pty Ltd. It does not take into account your needs, goals or objectives. So speak to a licenced and trusted financial adviser before you act on the information. Past performance is not a reliable indicator of future performance Learn more about us at www.rask.com.au/FSG

    Podcast recorded: 11 November, 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3265 no     The "central scenario" for US rates, credit, the US economy & an average day for a bond manager ft. Adam Grotzinger https://www.raskmedia.com.au/2022/11/02/bonds-credit-adam-grotzinger/ Adam Grotzinger, CFA is a fixed-income expert for Neuberger Berman based in Chicago, USA. While Adam Grotzinger was in Noosa, Queensland, he sat down with Owen Rask and Drew Meredith, CFP to talk about markets, the economy, interest rates and more, on The Australian Investors Podcast. SHOW NOTES & VIDEO VERSION Join Selfwealth and get 5 free ASX trades! The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades! Join Selfwealth and get free trades Join inside The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required): Click here for a free 15-day trial Click here to join Intelligent Investor today ($100 off) J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan Asset Management is a true global leader, providing investors with perspective to build stronger active portfolios. Visit their website. INVESTMENT WARNING Important note: at the time of recording, guests (or their clients) may have a position in some of the companies mentioned. Please pay attention to the risks mentioned by Owen & Luke and ensure you consult a licensed financial planner before you act on the information presented in this podcast. Owen does not have a position in any of the companies mentioned in this podcast. This podcast contains general financial information only, issued by The Rask Group Pty Ltd. It does not take into account your needs, goals or objectives. So speak to a licenced and trusted financial adviser before you act on the information. Past performance is not a reliable indicator of future performance Learn more about us at www.rask.com.au/FSG Podcast recorded: 28 October, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 09 Nov 2022 04:30:00 -0000 The "central scenario" for US rates, credit, the US economy & an average day for a bond manager ft. Adam Grotzinger full Rask Adam Grotzinger, CFA is a fixed-income expert for Neuberger Berman based in Chicago. Adam joins Owen Rask and Drew Meredith to talk macro and interest rates for 2023 and beyond. Adam Grotzinger, CFA is a fixed-income expert for Neuberger Berman based in Chicago, USA. While Adam Grotzinger was in Noosa, Queensland, he sat down with Owen Rask and Drew Meredith, CFP to talk about markets, the economy, interest rates and more, on The Australian Investors Podcast. SHOW NOTES & VIDEO VERSION Join Selfwealth and get 5 free ASX trades! The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades! Join Selfwealth and get free trades Join inside The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required): Click here for a free 15-day trial Click here to join Intelligent Investor today ($100 off) J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan Asset Management is a true global leader, providing investors with perspective to build stronger active portfolios. Visit their website. INVESTMENT WARNING Important note: at the time of recording, guests (or their clients) may have a position in some of the companies mentioned. Please pay attention to the risks mentioned by Owen & Luke and ensure you consult a licensed financial planner before you act on the information presented in this podcast. Owen does not have a position in any of the companies mentioned in this podcast. This podcast contains general financial information only, issued by The Rask Group Pty Ltd. It does not take into account your needs, goals or objectives. So speak to a licenced and trusted financial adviser before you act on the information. Past performance is not a reliable indicator of future performance Learn more about us at www.rask.com.au/FSG Podcast recorded: 28 October, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Adam Grotzinger, CFA is a fixed-income expert for Neuberger Berman based in Chicago, USA. While Adam Grotzinger was in Noosa, Queensland, he sat down with Owen Rask and Drew Meredith, CFP to talk about markets, the economy, interest rates and more, on The Australian Investors Podcast.

    SHOW NOTES & VIDEO VERSION

    Join Selfwealth and get 5 free ASX trades!

    The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades!

    Join Selfwealth and get free trades

    Join inside The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required): Click here for a free 15-day trial

    Click here to join Intelligent Investor today ($100 off)

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan Asset Management is a true global leader, providing investors with perspective to build stronger active portfolios. Visit their website.

    INVESTMENT WARNING

    Important note: at the time of recording, guests (or their clients) may have a position in some of the companies mentioned. Please pay attention to the risks mentioned by Owen & Luke and ensure you consult a licensed financial planner before you act on the information presented in this podcast. Owen does not have a position in any of the companies mentioned in this podcast. This podcast contains general financial information only, issued by The Rask Group Pty Ltd. It does not take into account your needs, goals or objectives. So speak to a licenced and trusted financial adviser before you act on the information. Past performance is not a reliable indicator of future performance Learn more about us at www.rask.com.au/FSG

    Podcast recorded: 28 October, 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2090 no     The best lithium stock? Vulcan, LKE, CXO, Pilbara & Luke Laretive's 3 high conviction share ideas https://www.raskmedia.com.au/2022/11/07/asx-lithium-shares-cxo-lke-vul/ ASX lithium shares are all the rage in 2022, but do lithium shares have what it takes to succeed? Luke Laretive is the founder and CEO of Seneca Financial Solutions in Melbourne, and he has a background in investment research and mining -- making him the perfect guest on The Australian Investors Podcast to talk about lithium shares like Lake Resources Ltd (ASX: LKE), Core Lithium Ltd (ASX: CXO), Pilbara Minerals Ltd (ASX: PLS) and Vulcan Energy Resources Ltd (ASX: VUL). SHOW NOTES & VIDEO VERSION Join Selfwealth and get 5 free ASX trades! The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades! Join Selfwealth and get free trades Join inside The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required): Click here for a free 15-day trial Click here to join Intelligent Investor today ($100 off) J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan Asset Management is a true global leader, providing investors with perspective to build stronger active portfolios. Visit their website. INVESTMENT WARNING Important note: at the time of recording, guests (or their clients) may have a position in some of the companies mentioned. Please pay attention to the risks mentioned by Owen & Luke and ensure you consult a licensed financial planner before you act on the information presented in this podcast. Owen does not have a position in any of the companies mentioned in this podcast. This podcast contains general financial information only, issued by The Rask Group Pty Ltd. It does not take into account your needs, goals or objectives. So speak to a licenced and trusted financial adviser before you act on the information. Past performance is not a reliable indicator of future performance Learn more about us at www.rask.com.au/FSG Podcast recorded: 28 October, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 07 Nov 2022 04:00:00 -0000 The best lithium stock? Vulcan, LKE, CXO, Pilbara & Luke Laretive's 3 high conviction share ideas full Rask Luke Laretive is an investor who has specialist knowledge of mining and lithium investing. ASX lithium shares are all the rage in 2022, but do lithium shares have what it takes to succeed? Luke Laretive is the founder and CEO of Seneca Financial Solutions in Melbourne, and he has a background in investment research and mining -- making him the perfect guest on The Australian Investors Podcast to talk about lithium shares like Lake Resources Ltd (ASX: LKE), Core Lithium Ltd (ASX: CXO), Pilbara Minerals Ltd (ASX: PLS) and Vulcan Energy Resources Ltd (ASX: VUL). SHOW NOTES & VIDEO VERSION Join Selfwealth and get 5 free ASX trades! The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades! Join Selfwealth and get free trades Join inside The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required): Click here for a free 15-day trial Click here to join Intelligent Investor today ($100 off) J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan Asset Management is a true global leader, providing investors with perspective to build stronger active portfolios. Visit their website. INVESTMENT WARNING Important note: at the time of recording, guests (or their clients) may have a position in some of the companies mentioned. Please pay attention to the risks mentioned by Owen & Luke and ensure you consult a licensed financial planner before you act on the information presented in this podcast. Owen does not have a position in any of the companies mentioned in this podcast. This podcast contains general financial information only, issued by The Rask Group Pty Ltd. It does not take into account your needs, goals or objectives. So speak to a licenced and trusted financial adviser before you act on the information. Past performance is not a reliable indicator of future performance Learn more about us at www.rask.com.au/FSG Podcast recorded: 28 October, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices ASX lithium shares are all the rage in 2022, but do lithium shares have what it takes to succeed?

    Luke Laretive is the founder and CEO of Seneca Financial Solutions in Melbourne, and he has a background in investment research and mining -- making him the perfect guest on The Australian Investors Podcast to talk about lithium shares like Lake Resources Ltd (ASX: LKE), Core Lithium Ltd (ASX: CXO), Pilbara Minerals Ltd (ASX: PLS) and Vulcan Energy Resources Ltd (ASX: VUL).

    SHOW NOTES & VIDEO VERSION

    Join Selfwealth and get 5 free ASX trades!

    The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades!

    Join Selfwealth and get free trades

    Join inside The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required): Click here for a free 15-day trial

    Click here to join Intelligent Investor today ($100 off)

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan Asset Management is a true global leader, providing investors with perspective to build stronger active portfolios. Visit their website.

    INVESTMENT WARNING

    Important note: at the time of recording, guests (or their clients) may have a position in some of the companies mentioned. Please pay attention to the risks mentioned by Owen & Luke and ensure you consult a licensed financial planner before you act on the information presented in this podcast. Owen does not have a position in any of the companies mentioned in this podcast. This podcast contains general financial information only, issued by The Rask Group Pty Ltd. It does not take into account your needs, goals or objectives. So speak to a licenced and trusted financial adviser before you act on the information. Past performance is not a reliable indicator of future performance Learn more about us at www.rask.com.au/FSG

    Podcast recorded: 28 October, 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3895 no     Macquarie's HY, Domino's dumped, VDHG & go away?, buying an Indian restaurant, EML or Zip & speccy IPOs [2 Sense] https://www.raskmedia.com.au/2022/11/05/macquaries-dominos-vdhgeml-zip-2-sense The Australian Investors Podcast, Australia’s top investing podcast for professionals and private investors, back for our Q&A session, "2 Sense", hosted by Drew Meredith, CFP and Owen Rask. In this episode, Owen & Drew tackle results from Macquarie Group Ltd (ASX: MQG), Domino's Pizza Enterprises Ltd (ASX: DMP) and dive into Vanguard Diversified High Growth ETF (ASX: VDHG).  [2C filing] “2 sense” Submit your question or make a bold statement here. Be sure to select “The Australian Investors Podcast” when it prompts you to say where you want your question answered. If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, or ask a question, use our Typeform to submit your question. Join Selfwealth and get 5 free ASX trades! The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades! Join Selfwealth and get free trades Join inside The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required): Click here for a free 15-day trial Click here to join Intelligent Investor today ($100 off) J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan Asset Management is a true global leader, providing investors with perspective to build stronger active portfolios. Visit their website. The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 04 Nov 2022 20:00:00 -0000 Macquarie's HY, Domino's dumped, VDHG & go away?, buying an Indian restaurant, EML or Zip & speccy IPOs [2 Sense] full Rask Results from Macquarie, Domino's gets whacked, and why not VDHG and go away. The Australian Investors Podcast, Australia’s top investing podcast for professionals and private investors, back for our Q&A session, "2 Sense", hosted by Drew Meredith, CFP and Owen Rask. In this episode, Owen & Drew tackle results from Macquarie Group Ltd (ASX: MQG), Domino's Pizza Enterprises Ltd (ASX: DMP) and dive into Vanguard Diversified High Growth ETF (ASX: VDHG).  [2C filing] “2 sense” Submit your question or make a bold statement here. Be sure to select “The Australian Investors Podcast” when it prompts you to say where you want your question answered. If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, or ask a question, use our Typeform to submit your question. Join Selfwealth and get 5 free ASX trades! The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades! Join Selfwealth and get free trades Join inside The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required): Click here for a free 15-day trial Click here to join Intelligent Investor today ($100 off) J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan Asset Management is a true global leader, providing investors with perspective to build stronger active portfolios. Visit their website. The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices The Australian Investors Podcast, Australia’s top investing podcast for professionals and private investors, back for our Q&A session, "2 Sense", hosted by Drew Meredith, CFP and Owen Rask. In this episode, Owen & Drew tackle results from Macquarie Group Ltd (ASX: MQG), Domino's Pizza Enterprises Ltd (ASX: DMP) and dive into Vanguard Diversified High Growth ETF (ASX: VDHG). 

    [2C filing] “2 sense”

    Submit your question or make a bold statement here.

    Be sure to select “The Australian Investors Podcast” when it prompts you to say where you want your question answered.

    If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, or ask a question, use our Typeform to submit your question.

    Join Selfwealth and get 5 free ASX trades!

    The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades!

    Join Selfwealth and get free trades

    Join inside The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    Click here for a free 15-day trial

    Click here to join Intelligent Investor today ($100 off)

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan Asset Management is a true global leader, providing investors with perspective to build stronger active portfolios. Visit their website.

    The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3410 no     Will Hamilton: How to build portfolios & the key questions all investors should ask Will Hamilton is the managing partner of Hamilton Wealth Partners, one of the leading financial advice businesses in the country. An investment and advice veteran, with 35 years of experience, Will Hamilton is frequently voted in Australia's top 10 financial advisers. Will sat down with Drew Meredith, CFP, of Wattle Partners Financial Planning, and Owen Rask, founder of Rask Australia, to talk about the key questions of 2022 and get Will's top advice for 2023. Who is Will Hamilton? Please note: this podcast was recorded in audio-only format, at Noosa, on October 10, 2022. Podcast resources ASK A QUESTION Hamilton Wealth Partners website Email Will Hamilton Email Drew Meredith Join Owen inside Rask Core Say thanks to our tremendous sponsors Join Selfwealth and get 5 free ASX trades! The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades! Join Selfwealth and get free trades Join inside The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required): Click here for a free 15-day trial Click here to join Intelligent Investor today ($100 off) J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan Asset Management is a true global leader, providing investors with perspective to build stronger active portfolios. Visit their website. The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 02 Nov 2022 04:30:00 -0000 Will Hamilton: How to build portfolios & the key questions all investors should ask full Rask Will Hamilton is the managing partner of Hamilton Wealth Partners, one of the leading financial advice businesses in the country. Will Hamilton is the managing partner of Hamilton Wealth Partners, one of the leading financial advice businesses in the country. An investment and advice veteran, with 35 years of experience, Will Hamilton is frequently voted in Australia's top 10 financial advisers. Will sat down with Drew Meredith, CFP, of Wattle Partners Financial Planning, and Owen Rask, founder of Rask Australia, to talk about the key questions of 2022 and get Will's top advice for 2023. Who is Will Hamilton? Please note: this podcast was recorded in audio-only format, at Noosa, on October 10, 2022. Podcast resources ASK A QUESTION Hamilton Wealth Partners website Email Will Hamilton Email Drew Meredith Join Owen inside Rask Core Say thanks to our tremendous sponsors Join Selfwealth and get 5 free ASX trades! The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades! Join Selfwealth and get free trades Join inside The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required): Click here for a free 15-day trial Click here to join Intelligent Investor today ($100 off) J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan Asset Management is a true global leader, providing investors with perspective to build stronger active portfolios. Visit their website. The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices Will Hamilton is the managing partner of Hamilton Wealth Partners, one of the leading financial advice businesses in the country. An investment and advice veteran, with 35 years of experience, Will Hamilton is frequently voted in Australia's top 10 financial advisers.

    Will sat down with Drew Meredith, CFP, of Wattle Partners Financial Planning, and Owen Rask, founder of Rask Australia, to talk about the key questions of 2022 and get Will's top advice for 2023.

    Who is Will Hamilton?

    Please note: this podcast was recorded in audio-only format, at Noosa, on October 10, 2022.

    Podcast resources

    Say thanks to our tremendous sponsors

    Join Selfwealth and get 5 free ASX trades!

    The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades!

    Join Selfwealth and get free trades

    Join inside The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    Click here for a free 15-day trial

    Click here to join Intelligent Investor today ($100 off)

    J.P. Morgan Asset Management

    The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan Asset Management is a true global leader, providing investors with perspective to build stronger active portfolios. Visit their website.

    The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.


    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1399 no     The 3 best indicators of performance, top-down v bottom-up, private equity funds & more ft. Lincoln Smith, Kevin Toohey, Drew Meredith & Owen Rask Kevin Toohey of Atchison Consultants and Lincoln Smith of Albourne Partners are investment researchers and consultants with expertise spanning multiple asset classes.  In this Australian Investors Podcast episode, Drew Meredith, CFP and Owen Raszkiewicz host Kevin and Lincoln and get them to answer a bunch of questions around the macroeconomic outlook, how stock markets work and the way they invest.  You each get three indicators to research and predict the 3-year performance of the stock market (e.g. factors, macro signals, etc.); but you can’t pick the same indicator the other person just picked. Meaning, we’ll go one at a time and you have to pick an indicator and explain how it helps you form a view. What do you think is most compelling risk-adjusted market right now? Explain. Why does the stock market go up over the long run? How much of the way you invest your own money is top-down versus bottom-up? What is the number-one question you’re getting right now? What’s one thing you believe about investing that few people agree with you on? Resources: Find Lincoln Smith on Albourne.com Kevin Toohey on Atchison Consultants Drew Meredith on Wattle Partners Owen Rask on Twitter ~~~ Say thanks to our tremendous sponsors ~~~ Join Selfwealth and get 5 free ASX trades! The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades! Get trades Join inside The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial ~~~ WARNING ~~~ The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 31 Oct 2022 06:29:01 -0000 The 3 best indicators of performance, top-down v bottom-up, private equity funds & more ft. Lincoln Smith, Kevin Toohey, Drew Meredith & Owen Rask full Rask What happens when two investment consultants, one financial planner and one podcast host get stuck in a room with funny t-shirts? Kevin Toohey of Atchison Consultants and Lincoln Smith of Albourne Partners are investment researchers and consultants with expertise spanning multiple asset classes.  In this Australian Investors Podcast episode, Drew Meredith, CFP and Owen Raszkiewicz host Kevin and Lincoln and get them to answer a bunch of questions around the macroeconomic outlook, how stock markets work and the way they invest.  You each get three indicators to research and predict the 3-year performance of the stock market (e.g. factors, macro signals, etc.); but you can’t pick the same indicator the other person just picked. Meaning, we’ll go one at a time and you have to pick an indicator and explain how it helps you form a view. What do you think is most compelling risk-adjusted market right now? Explain. Why does the stock market go up over the long run? How much of the way you invest your own money is top-down versus bottom-up? What is the number-one question you’re getting right now? What’s one thing you believe about investing that few people agree with you on? Resources: Find Lincoln Smith on Albourne.com Kevin Toohey on Atchison Consultants Drew Meredith on Wattle Partners Owen Rask on Twitter ~~~ Say thanks to our tremendous sponsors ~~~ Join Selfwealth and get 5 free ASX trades! The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades! Get trades Join inside The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial ~~~ WARNING ~~~ The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices Kevin Toohey of Atchison Consultants and Lincoln Smith of Albourne Partners are investment researchers and consultants with expertise spanning multiple asset classes. 

    In this Australian Investors Podcast episode, Drew Meredith, CFP and Owen Raszkiewicz host Kevin and Lincoln and get them to answer a bunch of questions around the macroeconomic outlook, how stock markets work and the way they invest. 

    You each get three indicators to research and predict the 3-year performance of the stock market (e.g. factors, macro signals, etc.); but you can’t pick the same indicator the other person just picked. Meaning, we’ll go one at a time and you have to pick an indicator and explain how it helps you form a view.

    What do you think is most compelling risk-adjusted market right now? Explain.

    Why does the stock market go up over the long run?

    How much of the way you invest your own money is top-down versus bottom-up?

    What is the number-one question you’re getting right now?

    What’s one thing you believe about investing that few people agree with you on?


    Resources:


    ~~~ Say thanks to our tremendous sponsors ~~~

    Join Selfwealth and get 5 free ASX trades!

    The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades!

    Get trades

    Join inside The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    ~~~ WARNING ~~~

    The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1915 no     ANZ's report, GEAR's 17% yield(?!), offsets or stocks, investing for kids & why Drew hates DRPs [2c] Australian Investors Podcast's "2 cents" is back with Drew Meredith and Owen Rask. In this light-hearted question and answer session, Owen Rask and Wattle Partners' Drew Meredith field your investing questions and topics. Topics covered today: Why are my returns negative? Does BetaShares GEAR ETF really have a 17% yield? Australia and New Zealand Banking Group's (ASX: ANZ) full year results and what matter Macroeconomics and why Drew and Owen are both probably wrong What happens if an ETF provider goes insolvent? Offset versus shares Investing $1,000 for kids ~~~ ASK A QUESTION ⁉️ ~~~ Submit your question or make a bold statement here: https://bit.ly/3QtiY00 Be sure to select “The Australian Investors Podcast” when it prompts you to say where you want your question answered. If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, or ask a question, use our Typeform to submit your question. ~~~ Resources ~~~ Question: https://bit.ly/3QtiY00 GET YOUR ASA TICKETS: https://bit.ly/asa_investorsummit Get Owen's analyst training: https://t.co/ZPYMJWQK89 Get in touch with Drew: https://www.wattlepartners.com.au/?utm_source=RASK Find Owen on Twitter: https://www.twitter.com/owenrask ~~~ Say thanks to our tremendous sponsors ~~~ Join Selfwealth and get 5 free ASX trades! The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades! Get trades: https://bit.ly/selfwealth-Rask Join inside The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial: https://www.rask.com.au/ii-trial?utm_source=AIP ~~~ WARNING ~~~ The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 28 Oct 2022 20:30:00 -0000 ANZ's report, GEAR's 17% yield(?!), offsets or stocks, investing for kids & why Drew hates DRPs [2c] full Rask Drew Meredith, CFP and Owen Rask are back for 2 Sense to talk about what's happening in markets, ANZ's result, geared funds for yield and more. Australian Investors Podcast's "2 cents" is back with Drew Meredith and Owen Rask. In this light-hearted question and answer session, Owen Rask and Wattle Partners' Drew Meredith field your investing questions and topics. Topics covered today: Why are my returns negative? Does BetaShares GEAR ETF really have a 17% yield? Australia and New Zealand Banking Group's (ASX: ANZ) full year results and what matter Macroeconomics and why Drew and Owen are both probably wrong What happens if an ETF provider goes insolvent? Offset versus shares Investing $1,000 for kids ~~~ ASK A QUESTION ⁉️ ~~~ Submit your question or make a bold statement here: https://bit.ly/3QtiY00 Be sure to select “The Australian Investors Podcast” when it prompts you to say where you want your question answered. If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, or ask a question, use our Typeform to submit your question. ~~~ Resources ~~~ Question: https://bit.ly/3QtiY00 GET YOUR ASA TICKETS: https://bit.ly/asa_investorsummit Get Owen's analyst training: https://t.co/ZPYMJWQK89 Get in touch with Drew: https://www.wattlepartners.com.au/?utm_source=RASK Find Owen on Twitter: https://www.twitter.com/owenrask ~~~ Say thanks to our tremendous sponsors ~~~ Join Selfwealth and get 5 free ASX trades! The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades! Get trades: https://bit.ly/selfwealth-Rask Join inside The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial: https://www.rask.com.au/ii-trial?utm_source=AIP ~~~ WARNING ~~~ The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices Australian Investors Podcast's "2 cents" is back with Drew Meredith and Owen Rask. In this light-hearted question and answer session, Owen Rask and Wattle Partners' Drew Meredith field your investing questions and topics.

    Topics covered today:

    Why are my returns negative?

    Does BetaShares GEAR ETF really have a 17% yield?

    Australia and New Zealand Banking Group's (ASX: ANZ) full year results and what matter

    Macroeconomics and why Drew and Owen are both probably wrong

    What happens if an ETF provider goes insolvent?

    Offset versus shares

    Investing $1,000 for kids

    ~~~ ASK A QUESTION ⁉️ ~~~

    Submit your question or make a bold statement here: https://bit.ly/3QtiY00

    Be sure to select “The Australian Investors Podcast” when it prompts you to say where you want your question answered.

    If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, or ask a question, use our Typeform to submit your question.


    ~~~ Resources ~~~

    Question: https://bit.ly/3QtiY00

    GET YOUR ASA TICKETS: https://bit.ly/asa_investorsummit

    Get Owen's analyst training: https://t.co/ZPYMJWQK89

    Get in touch with Drew: https://www.wattlepartners.com.au/?utm_source=RASK

    Find Owen on Twitter: https://www.twitter.com/owenrask


    ~~~ Say thanks to our tremendous sponsors ~~~

    Join Selfwealth and get 5 free ASX trades!

    The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades!

    Get trades: https://bit.ly/selfwealth-Rask


    Join inside The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial:

    https://www.rask.com.au/ii-trial?utm_source=AIP


    ~~~ WARNING ~~~

    The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2843 no     Wayne Hooper, CEO of Laserbond Ltd (ASX: LBL) | Exclusive Interview on The Australian Investors Podcast https://www.raskmedia.com.au/2022/10/26/laserbond-lbl-wayne-hooper/ Wayne Hooper is the CEO of Laserbond Ltd (ASX: LBL), a $90 million business listed on the ASX that performs surface engineering. Wayne Hooper sat down with Owen Rask on The Australian Investors Podcast at Laserbond's Sydney-based factory in Smeaton Grange. Full show notes: https://www.raskmedia.com.au/2022/10/26/laserbond-lbl-wayne-hooper/ Video version: https://www.youtube.com/watch?v=geRLAorTM5E Podcast resources Show notes ASK A QUESTION Laserbond Ltd website Owen Rask on Twitter Join Selfwealth and get 5 free ASX trades! The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades! Join Selfwealth and get free trades Join inside The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required):  Click here for a free 15-day trial  Click here to join Intelligent Investor today ($100 off) The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 26 Oct 2022 04:50:14 -0000 Wayne Hooper, CEO of Laserbond Ltd (ASX: LBL) | Exclusive Interview on The Australian Investors Podcast full Rask Wayne Hooper has never before done a long-form interview, and rarely speaks with professional investors. Wayne Hooper is the CEO of Laserbond Ltd (ASX: LBL), a $90 million business listed on the ASX that performs surface engineering. Wayne Hooper sat down with Owen Rask on The Australian Investors Podcast at Laserbond's Sydney-based factory in Smeaton Grange. Full show notes: https://www.raskmedia.com.au/2022/10/26/laserbond-lbl-wayne-hooper/ Video version: https://www.youtube.com/watch?v=geRLAorTM5E Podcast resources Show notes ASK A QUESTION Laserbond Ltd website Owen Rask on Twitter Join Selfwealth and get 5 free ASX trades! The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades! Join Selfwealth and get free trades Join inside The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required):  Click here for a free 15-day trial  Click here to join Intelligent Investor today ($100 off) The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices Wayne Hooper is the CEO of Laserbond Ltd (ASX: LBL), a $90 million business listed on the ASX that performs surface engineering.

    Wayne Hooper sat down with Owen Rask on The Australian Investors Podcast at Laserbond's Sydney-based factory in Smeaton Grange.

    Full show notes: https://www.raskmedia.com.au/2022/10/26/laserbond-lbl-wayne-hooper/

    Video version: https://www.youtube.com/watch?v=geRLAorTM5E


    Podcast resources



    Join Selfwealth and get 5 free ASX trades!

    The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades!

    Join Selfwealth and get free trades

    Join inside The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

     Click here for a free 15-day trial

     Click here to join Intelligent Investor today ($100 off)


    The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.


    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2933 no     Finding the ASX's best 10 companies, failure, grit, the top investor letters & so much more | Nathan Bell from Intelligent Investor https://www.raskmedia.com.au/2022/10/24/nathan-bell-intelligent-investor/ In the latest episode of The Australian Investors Podcast, Owen Rask was joined by Nathan Bell, the Head of Research & Portfolio Management at Intelligent Investor. VIDEO VERSION: https://youtu.be/nhyJh56cQFo SHOW NOTES: https://www.raskmedia.com.au/2022/10/24/nathan-bell-intelligent-investor/ About Nathan Bell  Nathan discovered value investing after spending nine years as an accountant, including five at Deutsche Bank that ended in 2006, and has been with Intelligent Investor ever since. He is a CFA charter holder and his experience has guided the company’s strong performance since 2011. Currently, the Intelligent Investor Ethical Shares Fund is open to secondary offers. Join Selfwealth and get 5 free ASX trades! The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades!  Join Selfwealth and get free trades Join inside The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required): Click here for a free 15-day trial Click here to join Intelligent Investor today ($100 off) The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Investsmart, the owner of The Intelligent Investor, is a long-term sponsor of The Australian Investors Podcast. Owen Rask owns shares of RPMGlobal (ASX: RUL). Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 24 Oct 2022 04:30:00 -0000 Finding the ASX's best 10 companies, failure, grit, the top investor letters & so much more | Nathan Bell from Intelligent Investor full Rask Nathan Bell, CFA joins Owen Rask to talk about the best companies, grit, determination and achieving investment success. In the latest episode of The Australian Investors Podcast, Owen Rask was joined by Nathan Bell, the Head of Research & Portfolio Management at Intelligent Investor. VIDEO VERSION: https://youtu.be/nhyJh56cQFo SHOW NOTES: https://www.raskmedia.com.au/2022/10/24/nathan-bell-intelligent-investor/ About Nathan Bell  Nathan discovered value investing after spending nine years as an accountant, including five at Deutsche Bank that ended in 2006, and has been with Intelligent Investor ever since. He is a CFA charter holder and his experience has guided the company’s strong performance since 2011. Currently, the Intelligent Investor Ethical Shares Fund is open to secondary offers. Join Selfwealth and get 5 free ASX trades! The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades!  Join Selfwealth and get free trades Join inside The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required): Click here for a free 15-day trial Click here to join Intelligent Investor today ($100 off) The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Investsmart, the owner of The Intelligent Investor, is a long-term sponsor of The Australian Investors Podcast. Owen Rask owns shares of RPMGlobal (ASX: RUL). Learn more about your ad choices. Visit megaphone.fm/adchoices In the latest episode of The Australian Investors Podcast, Owen Rask was joined by Nathan Bell, the Head of Research & Portfolio Management at Intelligent Investor.

    VIDEO VERSION: https://youtu.be/nhyJh56cQFo

    SHOW NOTES: https://www.raskmedia.com.au/2022/10/24/nathan-bell-intelligent-investor/

    About Nathan Bell 

    Nathan discovered value investing after spending nine years as an accountant, including five at Deutsche Bank that ended in 2006, and has been with Intelligent Investor ever since. He is a CFA charter holder and his experience has guided the company’s strong performance since 2011. Currently, the Intelligent Investor Ethical Shares Fund is open to secondary offers.

    Join Selfwealth and get 5 free ASX trades!

    The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades!

     Join Selfwealth and get free trades

    Join inside The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    Click here for a free 15-day trial

    Click here to join Intelligent Investor today ($100 off)


    The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.

    Investsmart, the owner of The Intelligent Investor, is a long-term sponsor of The Australian Investors Podcast. Owen Rask owns shares of RPMGlobal (ASX: RUL).

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     5024     OCL, TNE, NDQ or QQQ, 60/40, GEAR, equal weight, VAE & how to become an analyst [2 Sense] The Australian Investors Podcast, Australia’s top investing podcast for professionals and private investors, is back for “2 sense”, hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP. This week, Owen and Drew cover: - Objective Corp Ltd (ASX: OCL) - TechnologyOne Ltd (ASX: TNE) - Betashares Nasdaq 100 ETF (ASX: NDQ) - Invesco QQQ ETF - What is a 60/40 portfolio? - Do equal-weight ETFs make sense? - How can I become an investment analyst? - Vanguard VAE or iShares IAA - GEAR ETFs - do leveraged ETFs make sense? ~~~ ASK A QUESTION ⁉️ ~~~ Submit your question or make a bold statement here: https://bit.ly/3QtiY00 Be sure to select “The Australian Investors Podcast” when it prompts you to say where you want your question answered. If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, or ask a question, use our Typeform to submit your question. ~~~ Resources ~~~ Question: https://bit.ly/3QtiY00 GET YOUR ASA TICKETS: https://bit.ly/asa_investorsummit Get Owen's analyst training: https://t.co/ZPYMJWQK89 Get in touch with Drew: https://www.wattlepartners.com.au/?utm_source=RASK Find Owen on Twitter: https://www.twitter.com/owenrask ~~~ Say thanks to our tremendous sponsors ~~~ Join Selfwealth and get 5 free ASX trades! The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades! Get trades: https://bit.ly/selfwealth-Rask Join inside The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial: https://www.rask.com.au/ii-trial?utm_source=AIP ~~~ WARNING ~~~ The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 21 Oct 2022 20:00:00 -0000 OCL, TNE, NDQ or QQQ, 60/40, GEAR, equal weight, VAE & how to become an analyst [2 Sense] full Rask Objective Corp (ASX:OCL), Tech One (ASX:TNE), does 60/40 work and how do I become a gun analyst? The Australian Investors Podcast, Australia’s top investing podcast for professionals and private investors, is back for “2 sense”, hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP. This week, Owen and Drew cover: - Objective Corp Ltd (ASX: OCL) - TechnologyOne Ltd (ASX: TNE) - Betashares Nasdaq 100 ETF (ASX: NDQ) - Invesco QQQ ETF - What is a 60/40 portfolio? - Do equal-weight ETFs make sense? - How can I become an investment analyst? - Vanguard VAE or iShares IAA - GEAR ETFs - do leveraged ETFs make sense? ~~~ ASK A QUESTION ⁉️ ~~~ Submit your question or make a bold statement here: https://bit.ly/3QtiY00 Be sure to select “The Australian Investors Podcast” when it prompts you to say where you want your question answered. If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, or ask a question, use our Typeform to submit your question. ~~~ Resources ~~~ Question: https://bit.ly/3QtiY00 GET YOUR ASA TICKETS: https://bit.ly/asa_investorsummit Get Owen's analyst training: https://t.co/ZPYMJWQK89 Get in touch with Drew: https://www.wattlepartners.com.au/?utm_source=RASK Find Owen on Twitter: https://www.twitter.com/owenrask ~~~ Say thanks to our tremendous sponsors ~~~ Join Selfwealth and get 5 free ASX trades! The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades! Get trades: https://bit.ly/selfwealth-Rask Join inside The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial: https://www.rask.com.au/ii-trial?utm_source=AIP ~~~ WARNING ~~~ The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices The Australian Investors Podcast, Australia’s top investing podcast for professionals and private investors, is back for “2 sense”, hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP.

    This week, Owen and Drew cover:

    - Objective Corp Ltd (ASX: OCL)

    - TechnologyOne Ltd (ASX: TNE)

    - Betashares Nasdaq 100 ETF (ASX: NDQ)

    - Invesco QQQ ETF

    - What is a 60/40 portfolio?

    - Do equal-weight ETFs make sense?

    - How can I become an investment analyst?

    - Vanguard VAE or iShares IAA

    - GEAR ETFs - do leveraged ETFs make sense?


    ~~~ ASK A QUESTION ⁉️ ~~~

    Submit your question or make a bold statement here: https://bit.ly/3QtiY00

    Be sure to select “The Australian Investors Podcast” when it prompts you to say where you want your question answered.

    If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, or ask a question, use our Typeform to submit your question.


    ~~~ Resources ~~~

    Question: https://bit.ly/3QtiY00

    GET YOUR ASA TICKETS: https://bit.ly/asa_investorsummit

    Get Owen's analyst training: https://t.co/ZPYMJWQK89

    Get in touch with Drew: https://www.wattlepartners.com.au/?utm_source=RASK

    Find Owen on Twitter: https://www.twitter.com/owenrask


    ~~~ Say thanks to our tremendous sponsors ~~~

    Join Selfwealth and get 5 free ASX trades!

    The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades!

    Get trades: https://bit.ly/selfwealth-Rask


    Join inside The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial:

    https://www.rask.com.au/ii-trial?utm_source=AIP


    ~~~ WARNING ~~~

    The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3676 no     Massive macro bets, gold, China, Russia & rates: Inside the mind of a global macro expert ft. Craig Ferguson Craig Ferguson is the Director of Strategy at Antipodean Capital. He sat down with Owen Rask and Drew Meredith on The Australian Investors Podcast to talk macro and global markets. Craig formerly worked with JP Morgan (1994-2003) as a currency and bond trader, and was head of their cross-market technical analysis group between 1999-2003 when his group was regularly ranked top three in the world. Topics covered with Craig Ferguson:  Can you describe the current environment in a sentence? Explain what Antipodean Capital does? And why the name? What does a typical day look like for a macro forecaster? Biggest mistakes that even the smartest investors tend to make Define the concept of tactical vs strategic asset allocation? Is it becoming more important? Who needs this type of decision-making support? What are some of the best and worst calls of your career? What are Craig’s views on the market today? Bonds vs. equities, US dollar, the outlook for policy, inflation changes? Markets always tilt to hyperbole, how do you look through this? What’s the best tactical opportunity in fixed income and equities and alternatives today? Podcast resources ASK A QUESTION Antipodean Capital Wattle Partners  Owen on Twitter Drew on Twitter Say thanks to our tremendous sponsors Join Selfwealth and get 5 free ASX trades! The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades! Join Selfwealth and get free trades Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required): Click here for a free 15-day trial Click here to join Intelligent Investor today ($100 off) Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 19 Oct 2022 04:08:36 -0000 Massive macro bets, gold, China, Russia & rates: Inside the mind of a global macro expert ft. Craig Ferguson full Rask Craig Ferguson Craig Ferguson is the Director of Strategy at Antipodean Capital. He sat down with Owen Rask and Drew Meredith on The Australian Investors Podcast to talk macro and global markets. Craig formerly worked with JP Morgan (1994-2003) as a currency and bond trader, and was head of their cross-market technical analysis group between 1999-2003 when his group was regularly ranked top three in the world. Topics covered with Craig Ferguson:  Can you describe the current environment in a sentence? Explain what Antipodean Capital does? And why the name? What does a typical day look like for a macro forecaster? Biggest mistakes that even the smartest investors tend to make Define the concept of tactical vs strategic asset allocation? Is it becoming more important? Who needs this type of decision-making support? What are some of the best and worst calls of your career? What are Craig’s views on the market today? Bonds vs. equities, US dollar, the outlook for policy, inflation changes? Markets always tilt to hyperbole, how do you look through this? What’s the best tactical opportunity in fixed income and equities and alternatives today? Podcast resources ASK A QUESTION Antipodean Capital Wattle Partners  Owen on Twitter Drew on Twitter Say thanks to our tremendous sponsors Join Selfwealth and get 5 free ASX trades! The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades! Join Selfwealth and get free trades Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required): Click here for a free 15-day trial Click here to join Intelligent Investor today ($100 off) Learn more about your ad choices. Visit megaphone.fm/adchoices Craig Ferguson is the Director of Strategy at Antipodean Capital. He sat down with Owen Rask and Drew Meredith on The Australian Investors Podcast to talk macro and global markets.

    Craig formerly worked with JP Morgan (1994-2003) as a currency and bond trader, and was head of their cross-market technical analysis group between 1999-2003 when his group was regularly ranked top three in the world.

    Topics covered with Craig Ferguson: 

    • Can you describe the current environment in a sentence?
    • Explain what Antipodean Capital does? And why the name?
    • What does a typical day look like for a macro forecaster?
    • Biggest mistakes that even the smartest investors tend to make
    • Define the concept of tactical vs strategic asset allocation? Is it becoming more important?
    • Who needs this type of decision-making support?
    • What are some of the best and worst calls of your career?
    • What are Craig’s views on the market today? Bonds vs. equities, US dollar, the outlook for policy, inflation changes?
    • Markets always tilt to hyperbole, how do you look through this?
    • What’s the best tactical opportunity in fixed income and equities and alternatives today?

    Podcast resources

    Say thanks to our tremendous sponsors

    Join Selfwealth and get 5 free ASX trades!

    The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades!

    Join Selfwealth and get free trades

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    Click here for a free 15-day trial

    Click here to join Intelligent Investor today ($100 off)

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2272 no     The BoE disaster, bear markets, recessions… and good news stories Ft. Kerry Craig From J.P. Morgan https://www.raskmedia.com.au/2022/10/15/kerry-craig-covid-recovery-a-boe-disaster-bear-markets-recessions-and-good-news-stories/ Kerry Craig is the Global Market Strategist at J.P. Morgan Asset Management. Based in Melbourne, Kerry and Owen sat down in the Rask studio to talk about everything that’s happening in the economy, stock market, bond market and everything that fits in between. Topics covered with Kerry Craig from J.P. Morgan Asset Management: What does your day job entail, Kerry? Can you provide an overview of what we’ve seen from global markets over the past 2-3 years? Let’s zoom into the UK for a few minutes and what we’ve seen there over the past 12 months and 12 days. Few people outside of a commerce degree or CFA would have heard of a gilt. How do you make sense of what we’ve seen? The US stock market has entered a bear market, why is that? Have US earnings come back to such an extent to warrant the sell-off? Shiller PE? Versus the US market, Aussie equities (down 10%) haven’t been hit as hard as the US (down 17%) in 2022. What’s been driving our performance relative to the US market? Has the Aussie earnings outlook been as impacted? This month the RBA bumped interest rates by 0.25% — and the stock market jumped 3.5%. Was it unexpected? What did you make of the call? Recession. There is talk — and lots of it — saying we’re headed to a recession here in Australia. What’s your view? Do you think we’ll enter a recession? What would be the signal to prove your viewpoint wrong? Over the ultra-long term, the Australian share market has been one of the best performers. Have you ever considered what makes Australia so special? What 2-3 key signals you are watching for the remainder of the year to gauge how we’ll enter 2023? If you were a student of macroeconomics today, who are 3 people you would follow or read to make sense of markets? Podcast Resources ASK A QUESTION Kerry on LinkedIn JP Morgan Say thanks to our tremendous sponsors Join Selfwealth and get 5 free ASX trades! The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades! Join Selfwealth and get free trades Join inside The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required):  Click here for a free 15-day trial  Click here to join Intelligent Investor today ($100 off) The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 14 Oct 2022 21:02:00 -0000 The BoE disaster, bear markets, recessions… and good news stories Ft. Kerry Craig From J.P. Morgan full Rask J.P. Morgan's Kerry Craig sits down with Owen to explain exactly what's happening in the world right now, and how to focus on the long run. Kerry Craig is the Global Market Strategist at J.P. Morgan Asset Management. Based in Melbourne, Kerry and Owen sat down in the Rask studio to talk about everything that’s happening in the economy, stock market, bond market and everything that fits in between. Topics covered with Kerry Craig from J.P. Morgan Asset Management: What does your day job entail, Kerry? Can you provide an overview of what we’ve seen from global markets over the past 2-3 years? Let’s zoom into the UK for a few minutes and what we’ve seen there over the past 12 months and 12 days. Few people outside of a commerce degree or CFA would have heard of a gilt. How do you make sense of what we’ve seen? The US stock market has entered a bear market, why is that? Have US earnings come back to such an extent to warrant the sell-off? Shiller PE? Versus the US market, Aussie equities (down 10%) haven’t been hit as hard as the US (down 17%) in 2022. What’s been driving our performance relative to the US market? Has the Aussie earnings outlook been as impacted? This month the RBA bumped interest rates by 0.25% — and the stock market jumped 3.5%. Was it unexpected? What did you make of the call? Recession. There is talk — and lots of it — saying we’re headed to a recession here in Australia. What’s your view? Do you think we’ll enter a recession? What would be the signal to prove your viewpoint wrong? Over the ultra-long term, the Australian share market has been one of the best performers. Have you ever considered what makes Australia so special? What 2-3 key signals you are watching for the remainder of the year to gauge how we’ll enter 2023? If you were a student of macroeconomics today, who are 3 people you would follow or read to make sense of markets? Podcast Resources ASK A QUESTION Kerry on LinkedIn JP Morgan Say thanks to our tremendous sponsors Join Selfwealth and get 5 free ASX trades! The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades! Join Selfwealth and get free trades Join inside The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required):  Click here for a free 15-day trial  Click here to join Intelligent Investor today ($100 off) The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices Kerry Craig is the Global Market Strategist at J.P. Morgan Asset Management.

    Based in Melbourne, Kerry and Owen sat down in the Rask studio to talk about everything that’s happening in the economy, stock market, bond market and everything that fits in between.

    Topics covered with Kerry Craig from J.P. Morgan Asset Management:

    • What does your day job entail, Kerry?
    • Can you provide an overview of what we’ve seen from global markets over the past 2-3 years?
    • Let’s zoom into the UK for a few minutes and what we’ve seen there over the past 12 months and 12 days. Few people outside of a commerce degree or CFA would have heard of a gilt. How do you make sense of what we’ve seen?
    • The US stock market has entered a bear market, why is that? Have US earnings come back to such an extent to warrant the sell-off? Shiller PE?
    • Versus the US market, Aussie equities (down 10%) haven’t been hit as hard as the US (down 17%) in 2022. What’s been driving our performance relative to the US market? Has the Aussie earnings outlook been as impacted?
    • This month the RBA bumped interest rates by 0.25% — and the stock market jumped 3.5%. Was it unexpected? What did you make of the call?
    • Recession. There is talk — and lots of it — saying we’re headed to a recession here in Australia. What’s your view? Do you think we’ll enter a recession? What would be the signal to prove your viewpoint wrong?
    • Over the ultra-long term, the Australian share market has been one of the best performers. Have you ever considered what makes Australia so special?
    • What 2-3 key signals you are watching for the remainder of the year to gauge how we’ll enter 2023?
    • If you were a student of macroeconomics today, who are 3 people you would follow or read to make sense of markets?

    Podcast Resources


    Say thanks to our tremendous sponsors

    Join Selfwealth and get 5 free ASX trades!

    The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades!

    Join Selfwealth and get free trades

    Join inside The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

     Click here for a free 15-day trial

     Click here to join Intelligent Investor today ($100 off)


    The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2919     The next Pro Medicus, "all in" on lithium, valuing SaaS stocks, Pendal (PDL) or Perpetual (PPT), VAS or VHY? https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ The Australian Investors Podcast, Australia’s top investing podcast for professionals and private investors, is back for "2 sense", hosted by experienced investment analyst Owen Rask and long-time financial planner Drew Meredith, CFP. What is “2 sense”? 2 sense is our take on a relaxed investing conversation about the things you care about -- companies, themes, strategies and ideas that make money. You fuel our 2 sense episodes with your great questions, creative names and topics. Please send us your investing questions! Submit your question (or make a bold statement) here. Be sure to select “The Australian Investors Podcast” when it prompts you to say where you want your question answered. If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, or ask a question, use our Typeform to submit your question. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 10th of October 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 12 Oct 2022 06:20:00 -0000 full Rask The next Pro Medicus Ltd (ASX:PME)?! All in on lithium shares like Sayona Mining Ltd (ASX:SYA)? The IVV ETF and more! Drew and Owen answer investing questions. The Australian Investors Podcast, Australia’s top investing podcast for professionals and private investors, is back for "2 sense", hosted by experienced investment analyst Owen Rask and long-time financial planner Drew Meredith, CFP. What is “2 sense”? 2 sense is our take on a relaxed investing conversation about the things you care about -- companies, themes, strategies and ideas that make money. You fuel our 2 sense episodes with your great questions, creative names and topics. Please send us your investing questions! Submit your question (or make a bold statement) here. Be sure to select “The Australian Investors Podcast” when it prompts you to say where you want your question answered. If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, or ask a question, use our Typeform to submit your question. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 10th of October 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices The Australian Investors Podcast, Australia’s top investing podcast for professionals and private investors, is back for "2 sense", hosted by experienced investment analyst Owen Rask and long-time financial planner Drew Meredith, CFP.

    What is “2 sense”?

    2 sense is our take on a relaxed investing conversation about the things you care about -- companies, themes, strategies and ideas that make money. You fuel our 2 sense episodes with your great questions, creative names and topics.

    Please send us your investing questions!

    Submit your question (or make a bold statement) here.

    Be sure to select “The Australian Investors Podcast” when it prompts you to say where you want your question answered.

    If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, or ask a question, use our Typeform to submit your question.

    Watch the video version on the Rask Australia YouTube page.

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Date recorded: 10th of October 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3703     RPMGlobal (ASX:RUL), Altium (ASX:ALU) & has the market bottomed? https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Claude Walker is the founder of A Rich Life and a small-cap investing expert. Claude joins Owen Rask on The Australian Investors Podcast to help us understand where we might be in the market cycle, and the duo identifies two of their favourite stocks to buy... when prices fall. This podcast follows on from Claude's very popular article, "10 Signs That Will Make Me Want To Buy Stocks". The companies for today's episode are RPMGlobal Holdings Ltd (ASX: RUL), from Claude; and Altium Limited (ASX: ALU), from Owen. Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 6th of October 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 07 Oct 2022 20:00:00 -0000 full Rask Claude Walker of A Rich Life joins Owen to talk about the market cycle, RPMGlobal Holdings Ltd (ASX:RUL) and Altium Limited (ASX:ALU). Claude Walker is the founder of A Rich Life and a small-cap investing expert. Claude joins Owen Rask on The Australian Investors Podcast to help us understand where we might be in the market cycle, and the duo identifies two of their favourite stocks to buy... when prices fall. This podcast follows on from Claude's very popular article, "10 Signs That Will Make Me Want To Buy Stocks". The companies for today's episode are RPMGlobal Holdings Ltd (ASX: RUL), from Claude; and Altium Limited (ASX: ALU), from Owen. Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 6th of October 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Claude Walker is the founder of A Rich Life and a small-cap investing expert.

    Claude joins Owen Rask on The Australian Investors Podcast to help us understand where we might be in the market cycle, and the duo identifies two of their favourite stocks to buy... when prices fall.

    This podcast follows on from Claude's very popular article, "10 Signs That Will Make Me Want To Buy Stocks".

    The companies for today's episode are RPMGlobal Holdings Ltd (ASX: RUL), from Claude; and Altium Limited (ASX: ALU), from Owen.

    Ready-made ETF portfolios? Rask Core has you covered!

    Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.

    ASK A QUESTION: https://bit.ly/3QtiY00

    If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).

    Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler

    We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds

    Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater

    Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Date recorded: 6th of October 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2816 no     Private V Public: Why private markets have outperformed by 10% p.a. ft Hamilton Lane's Brian Gildea https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Brian Gildea is the Head of Evergreen Portfolios at Hamilton Lane Inc (NASDAQ: HLNE) and has 20 years of private markets experience. Brian joins Owen Rask on The Australian Investors Podcast to help us understand why the private markets (e.g. private companies) are such a fruitful ground for investors. If you're a student of investing and want to broaden your horizons to what's possible outside the public stock market, this is the episode for you. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 3rd of October 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 05 Oct 2022 04:30:00 -0000 full Rask Brian Gildea is the Head of Evergreen Portfolios at Hamilton Lane Inc (NASDAQ: HLNE) and has 20 years of private markets experience. Brian joins Owen Rask on The Australian Investors Podcast to help us understand why the private markets (e.g. private companies) are such a fruitful ground for investors.  Brian Gildea is the Head of Evergreen Portfolios at Hamilton Lane Inc (NASDAQ: HLNE) and has 20 years of private markets experience. Brian joins Owen Rask on The Australian Investors Podcast to help us understand why the private markets (e.g. private companies) are such a fruitful ground for investors. If you're a student of investing and want to broaden your horizons to what's possible outside the public stock market, this is the episode for you. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 3rd of October 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Brian Gildea is the Head of Evergreen Portfolios at Hamilton Lane Inc (NASDAQ: HLNE) and has 20 years of private markets experience. Brian joins Owen Rask on The Australian Investors Podcast to help us understand why the private markets (e.g. private companies) are such a fruitful ground for investors.

    If you're a student of investing and want to broaden your horizons to what's possible outside the public stock market, this is the episode for you.

    Watch the video version on the Rask Australia YouTube page.

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Date recorded: 3rd of October 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2336 no     2 sense: our 3 biggest mistakes, investing $100k, Core Lithium (CXO), DZZF, Twilio (TWLO), Owen says Dubber (DUB) is a no go & Rural Funds Group (ASX:RFF) https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ The Australian Investors Podcast, Australia’s top investing podcast for professionals and private investors, is back for "2 sense", hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP. Welcome to “2 sense” In these laid-back investing discussions we’ll attempt to answer all of your investing questions, including on ASX and global stocks, managed funds, ETFs, LICs or portfolio construction. That said, Drew and I will also any questions you want to throw at us: Direct stock ideas Macro forecasts Whether it’s pronounced “finn ants” or “fine arts” Funds management Something business but completely unrelated Financial planning Whether curly moustaches make you a better investor Portfolio construction for retirement Drew and Owen’s private company investing You name it! Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 30th of September 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 30 Sep 2022 21:00:00 -0000 2 sense: our 3 biggest mistakes, investing $100k, Core Lithium (CXO), DZZF, Twilio (TWLO), Owen says Dubber (DUB) is a no go & Rural Funds Group (ASX:RFF) full Rask 2 Sense on The Australian Investors Podcast is back: Core Lithium Ltd (ASX:CXO), Dubber Corp (ASX:DUB), Whispir Ltd (ASX:WSP) & investing $100k. The Australian Investors Podcast, Australia’s top investing podcast for professionals and private investors, is back for "2 sense", hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP. Welcome to “2 sense” In these laid-back investing discussions we’ll attempt to answer all of your investing questions, including on ASX and global stocks, managed funds, ETFs, LICs or portfolio construction. That said, Drew and I will also any questions you want to throw at us: Direct stock ideas Macro forecasts Whether it’s pronounced “finn ants” or “fine arts” Funds management Something business but completely unrelated Financial planning Whether curly moustaches make you a better investor Portfolio construction for retirement Drew and Owen’s private company investing You name it! Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 30th of September 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices The Australian Investors Podcast, Australia’s top investing podcast for professionals and private investors, is back for "2 sense", hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP.

    Welcome to “2 sense”

    In these laid-back investing discussions we’ll attempt to answer all of your investing questions, including on ASX and global stocks, managed funds, ETFs, LICs or portfolio construction. That said, Drew and I will also any questions you want to throw at us:

    • Direct stock ideas
    • Macro forecasts
    • Whether it’s pronounced “finn ants” or “fine arts”
    • Funds management
    • Something business but completely unrelated
    • Financial planning
    • Whether curly moustaches make you a better investor
    • Portfolio construction for retirement
    • Drew and Owen’s private company investing
    • You name it!

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Date recorded: 30th of September 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3717 no     Masterclass: Global Small Caps Welcome to the third investing Masterclass on The Australian Investors Podcast. In the next 60 minutes you will go on a deep dive into the topic of Global Small Cap investing with some of Australia's top experts, including Nick Cregan of Fairlight Asset Management, Maximilian Mulholland-Licht from Evergreen Consultants, Tobias Bucks from Ausbil Investment Management, and Drew Meredith from Wattle Partners. You'll discover: What you need to know about the global small-cap market The difference between small, mid and large caps globally Why global small caps are fruitful hunting grounds for investors How to perform due diligence on global small cap funds and strategies The difference between Australian small caps and global small caps How experts use small cap funds and strategies in portfolios   To help us navigate through global smalls, we'll be joined by Nick Cregan, founding partner of Fairlight Asset Management, who walks us through sector overall. Then Ausbil portfolio manager Tobias Bucks takes us through the different options in global small caps and how to identify common strategies for misplacing. Max Mulholland-Licht, an experienced investment consultant at Evergreen, explains the importance of due diligence and how to unearth insights when researching global small cap fund managers. Finally, friend of the show and experienced financial planner Drew Meredith, CFP explains how to use small cap funds in portfolios, where they sit and what questions to ask yourself. I hope you enjoy this Global Small Caps Masterclass on The Australian Investors Podcast. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 28 Sep 2022 07:00:00 -0000 full Rask Welcome to the third investing Masterclass on The Australian Investors Podcast. In the next 60 minutes you will go on a deep dive into the topic of Global Small Cap investing with some of Australia's top experts, including Nick Cregan of Fairlight Asset Management, Maximilian Mulholland-Licht from Evergreen Consultants, Tobias Bucks from Ausbil Investment Management, and Drew Meredith from Wattle Partners. Welcome to the third investing Masterclass on The Australian Investors Podcast. In the next 60 minutes you will go on a deep dive into the topic of Global Small Cap investing with some of Australia's top experts, including Nick Cregan of Fairlight Asset Management, Maximilian Mulholland-Licht from Evergreen Consultants, Tobias Bucks from Ausbil Investment Management, and Drew Meredith from Wattle Partners. You'll discover: What you need to know about the global small-cap market The difference between small, mid and large caps globally Why global small caps are fruitful hunting grounds for investors How to perform due diligence on global small cap funds and strategies The difference between Australian small caps and global small caps How experts use small cap funds and strategies in portfolios   To help us navigate through global smalls, we'll be joined by Nick Cregan, founding partner of Fairlight Asset Management, who walks us through sector overall. Then Ausbil portfolio manager Tobias Bucks takes us through the different options in global small caps and how to identify common strategies for misplacing. Max Mulholland-Licht, an experienced investment consultant at Evergreen, explains the importance of due diligence and how to unearth insights when researching global small cap fund managers. Finally, friend of the show and experienced financial planner Drew Meredith, CFP explains how to use small cap funds in portfolios, where they sit and what questions to ask yourself. I hope you enjoy this Global Small Caps Masterclass on The Australian Investors Podcast. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Welcome to the third investing Masterclass on The Australian Investors Podcast. In the next 60 minutes you will go on a deep dive into the topic of Global Small Cap investing with some of Australia's top experts, including Nick Cregan of Fairlight Asset Management, Maximilian Mulholland-Licht from Evergreen Consultants, Tobias Bucks from Ausbil Investment Management, and Drew Meredith from Wattle Partners.

    You'll discover:

    • What you need to know about the global small-cap market
    • The difference between small, mid and large caps globally
    • Why global small caps are fruitful hunting grounds for investors
    • How to perform due diligence on global small cap funds and strategies
    • The difference between Australian small caps and global small caps
    • How experts use small cap funds and strategies in portfolios

     

    To help us navigate through global smalls, we'll be joined by Nick Cregan, founding partner of Fairlight Asset Management, who walks us through sector overall.

    Then Ausbil portfolio manager Tobias Bucks takes us through the different options in global small caps and how to identify common strategies for misplacing.

    Max Mulholland-Licht, an experienced investment consultant at Evergreen, explains the importance of due diligence and how to unearth insights when researching global small cap fund managers.

    Finally, friend of the show and experienced financial planner Drew Meredith, CFP explains how to use small cap funds in portfolios, where they sit and what questions to ask yourself.

    I hope you enjoy this Global Small Caps Masterclass on The Australian Investors Podcast.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3377     6 top funds for global equities | Nanuk, FEMX, QUAL, HACK, FANG & MOAT https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Drew Meredith, CFP and Owen Rask are back on The Australian Investors Podcast and talking about 6 top global equities funds/ETFs. Note: we're talking about funds or ETFs that are not necessarily part of your Core portfolio. I -- Owen here -- would consider using iShares S&P 500 ETF (ASX: IVV) or Vanguard MSCI International Shares ETF (ASX: VGS) in the Core of a portfolio long before using the funds we talk about below. For more information on how I'd invest a Core portfolio, please refer to Rask Core 🌏 The 6 funds mentioned include: Global X FANG+ ETF (ASX: FANG) Fidelity Global Emerging Markets Fund (Managed Fund) (ASX: FEMX) Nanuk New World Fund (Managed Fund) (ASX: NNUK) VanEck Wide Moat Focus ETF (ASX: MOAT) BetaShares Global Cybersecurity ETF (ASX: HACK) VanEck MSCI International Quality ETF (ASX: QUAL) Submit your question or make a bold statement here. Be sure to select “The Australian Investors Podcast” when it prompts you to say where you want your question answered. If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, or ask a question, use our Typeform to submit your question. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 23 Sep 2022 21:00:00 -0000 6 top funds for global equities | Nanuk, FEMX, QUAL, HACK, FANG & MOAT full Rask Drew Meredith, CFP and Owen Rask are back on The Australian Investors Podcast and talking about 6 top global equities funds/ETFs.  Drew Meredith, CFP and Owen Rask are back on The Australian Investors Podcast and talking about 6 top global equities funds/ETFs. Note: we're talking about funds or ETFs that are not necessarily part of your Core portfolio. I -- Owen here -- would consider using iShares S&P 500 ETF (ASX: IVV) or Vanguard MSCI International Shares ETF (ASX: VGS) in the Core of a portfolio long before using the funds we talk about below. For more information on how I'd invest a Core portfolio, please refer to Rask Core 🌏 The 6 funds mentioned include: Global X FANG+ ETF (ASX: FANG) Fidelity Global Emerging Markets Fund (Managed Fund) (ASX: FEMX) Nanuk New World Fund (Managed Fund) (ASX: NNUK) VanEck Wide Moat Focus ETF (ASX: MOAT) BetaShares Global Cybersecurity ETF (ASX: HACK) VanEck MSCI International Quality ETF (ASX: QUAL) Submit your question or make a bold statement here. Be sure to select “The Australian Investors Podcast” when it prompts you to say where you want your question answered. If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, or ask a question, use our Typeform to submit your question. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: Learn more about your ad choices. Visit megaphone.fm/adchoices Drew Meredith, CFP and Owen Rask are back on The Australian Investors Podcast and talking about 6 top global equities funds/ETFs.

    Note: we're talking about funds or ETFs that are not necessarily part of your Core portfolio.

    I -- Owen here -- would consider using iShares S&P 500 ETF (ASX: IVV) or Vanguard MSCI International Shares ETF (ASX: VGS) in the Core of a portfolio long before using the funds we talk about below.

    For more information on how I'd invest a Core portfolio, please refer to Rask Core 🌏

    The 6 funds mentioned include:

    1. Global X FANG+ ETF (ASX: FANG)
    2. Fidelity Global Emerging Markets Fund (Managed Fund) (ASX: FEMX)
    3. Nanuk New World Fund (Managed Fund) (ASX: NNUK)
    4. VanEck Wide Moat Focus ETF (ASX: MOAT)
    5. BetaShares Global Cybersecurity ETF (ASX: HACK)
    6. VanEck MSCI International Quality ETF (ASX: QUAL)

    Submit your question or make a bold statement here.

    Be sure to select “The Australian Investors Podcast” when it prompts you to say where you want your question answered.

    If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, or ask a question, use our Typeform to submit your question.

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Date recorded:

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2420 no     Masterclass: Commodities | Global X, Atchison Consultants & Wattle Partners https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Welcome to the second investing Masterclass on The Australian Investors Podcast. In the next 45-60 minutes you will go on a deep dive into the topic of Commodities with some of Australia’s top experts, including Kanish Chugh from Global X, Atchison Consultants’ Kevin Toohey, and Wattle Partners’ Jamie Nemtsas. You’ll discover: What you need to know about the commodities market The difference between gold, silver and other types of precious metals Hard versus soft commodities How to perform due diligence on commodities funds and strategies Synthetic exposures and why they’re not perfect How experts use commodities, such as gold, in portfolios Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 21 Sep 2022 05:30:00 -0000 Masterclass: Commodities | Global X, Atchison Consultants & Wattle Partners full Rask Welcome to this commodities investing Masterclass on The Australian Investors Podcast. In the next 45-60 minutes you will go on a deep dive with Kanish Chugh from Global X, Atchison Consultants’ Kevin Toohey, and Wattle Partners’ Jamie Nemtsas. Welcome to the second investing Masterclass on The Australian Investors Podcast. In the next 45-60 minutes you will go on a deep dive into the topic of Commodities with some of Australia’s top experts, including Kanish Chugh from Global X, Atchison Consultants’ Kevin Toohey, and Wattle Partners’ Jamie Nemtsas. You’ll discover: What you need to know about the commodities market The difference between gold, silver and other types of precious metals Hard versus soft commodities How to perform due diligence on commodities funds and strategies Synthetic exposures and why they’re not perfect How experts use commodities, such as gold, in portfolios Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Welcome to the second investing Masterclass on The Australian Investors Podcast. In the next 45-60 minutes you will go on a deep dive into the topic of Commodities with some of Australia’s top experts, including Kanish Chugh from Global X, Atchison Consultants’ Kevin Toohey, and Wattle Partners’ Jamie Nemtsas.

    You’ll discover:

    • What you need to know about the commodities market
    • The difference between gold, silver and other types of precious metals
    • Hard versus soft commodities
    • How to perform due diligence on commodities funds and strategies
    • Synthetic exposures and why they’re not perfect
    • How experts use commodities, such as gold, in portfolios

    Watch the video version on the Rask Australia YouTube page.

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4122 no     Masterclass: ESG | Perennial, Atchison Consultants & Wattle Partners https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Welcome to the first Masterclass series on The Australian Investors Podcast. In the next 45-60 minutes you will go on a deep dive into the topic of ESG with some of Australia’s top experts, including Perennial's Emilie O'Neill, Atchison Consultants' Jake Jodlowski, and Wattle Partners' Drew Meredith. You'll discover: What you need to know about the ESG market The difference ESG investment options How to perform due diligence on ESG funds and strategies How experts use ESG strategies in portfolios 50 years of investing expertise in one episode To help us navigate through this emerging theme we’ll be joined by Emilie O’Neill of Perennial Partners, who walks us through the sub-sector options. Then Jake Jodlowski, a highly experienced investment consultant from Atchison Consultants, explains how to perform due diligence. Finally, Drew Meredith, the director of Wattle Partners financial planning explains how to actually implement some of these strategies in a portfolio. Emillie O'Neill, Co-Head of ESG & Equities Analyst at Perennial Partners, with 6 years of experience; Drew Meredith, CFP, Director of Wattle Partners Financial Planning, with 19 years of experience; Jake Jodlowski, Principal of Atchison Consultants with 28 years of investment experience; Host: Owen Raszkiewicz, lead analyst at Rask, 10 years of investment experience. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 16 Sep 2022 21:00:00 -0000 full 4 Rask Welcome to the first Masterclass series on The Australian Investors Podcast. In the next 45-60 minutes you will go on a deep dive into the topic of ESG with some of Australia’s top experts, including Perennial's Emilie O'Neill, Atchison Consultants' Jake Jodlowski, and Wattle Partners' Drew Meredith. Welcome to the first Masterclass series on The Australian Investors Podcast. In the next 45-60 minutes you will go on a deep dive into the topic of ESG with some of Australia’s top experts, including Perennial's Emilie O'Neill, Atchison Consultants' Jake Jodlowski, and Wattle Partners' Drew Meredith. You'll discover: What you need to know about the ESG market The difference ESG investment options How to perform due diligence on ESG funds and strategies How experts use ESG strategies in portfolios 50 years of investing expertise in one episode To help us navigate through this emerging theme we’ll be joined by Emilie O’Neill of Perennial Partners, who walks us through the sub-sector options. Then Jake Jodlowski, a highly experienced investment consultant from Atchison Consultants, explains how to perform due diligence. Finally, Drew Meredith, the director of Wattle Partners financial planning explains how to actually implement some of these strategies in a portfolio. Emillie O'Neill, Co-Head of ESG & Equities Analyst at Perennial Partners, with 6 years of experience; Drew Meredith, CFP, Director of Wattle Partners Financial Planning, with 19 years of experience; Jake Jodlowski, Principal of Atchison Consultants with 28 years of investment experience; Host: Owen Raszkiewicz, lead analyst at Rask, 10 years of investment experience. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Welcome to the first Masterclass series on The Australian Investors Podcast. In the next 45-60 minutes you will go on a deep dive into the topic of ESG with some of Australia’s top experts, including Perennial's Emilie O'Neill, Atchison Consultants' Jake Jodlowski, and Wattle Partners' Drew Meredith.

    You'll discover:

    • What you need to know about the ESG market
    • The difference ESG investment options
    • How to perform due diligence on ESG funds and strategies
    • How experts use ESG strategies in portfolios

    50 years of investing expertise in one episode

    To help us navigate through this emerging theme we’ll be joined by Emilie O’Neill of Perennial Partners, who walks us through the sub-sector options. Then Jake Jodlowski, a highly experienced investment consultant from Atchison Consultants, explains how to perform due diligence. Finally, Drew Meredith, the director of Wattle Partners financial planning explains how to actually implement some of these strategies in a portfolio.

    • Emillie O'Neill, Co-Head of ESG & Equities Analyst at Perennial Partners, with 6 years of experience;
    • Drew Meredith, CFP, Director of Wattle Partners Financial Planning, with 19 years of experience;
    • Jake Jodlowski, Principal of Atchison Consultants with 28 years of investment experience;
    • Host: Owen Raszkiewicz, lead analyst at Rask, 10 years of investment experience.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3069     2 sense: Woodside (WDS), Ampol (ALD), Infratil (IFT), India ETFs, Nuix, Charter Hall, becoming an analyst in Australia & more! https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ The Australian Investors Podcast, Australia's top investing podcast for professionals and private investors, has today launched our first question and answer session, hosted by Drew Meredith, CFP and Owen Rask. We're calling it "2 sense". In these very laid-back investing discussions we'll attempt to answer all of your investing questions, including on ASX and global stocks, managed funds, ETFs, LICs or portfolio construction. That said, Drew and I will also any questions you want to throw at us: Direct stock ideas Macro forecasts Whether it's pronounced "finn ants" or "fine arts" Funds management Something business but completely unrelated Financial planning Whether curly moustaches make you a better investor Portfolio construction for retirement Drew and Owen's private company investing You name it! Submit your question or make a bold statement here. Be sure to select "The Australian Investors Podcast" when it prompts you to say where you want your question answered. If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, or ask a question, use our Typeform to submit your question. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 12th of September 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 14 Sep 2022 05:30:00 -0000 full 4 Rask The Australian Investors Podcast has today launched our first question and answer session, hosted by Drew Meredith, CFP and Owen Rask - it's called "2 sense". The Australian Investors Podcast, Australia's top investing podcast for professionals and private investors, has today launched our first question and answer session, hosted by Drew Meredith, CFP and Owen Rask. We're calling it "2 sense". In these very laid-back investing discussions we'll attempt to answer all of your investing questions, including on ASX and global stocks, managed funds, ETFs, LICs or portfolio construction. That said, Drew and I will also any questions you want to throw at us: Direct stock ideas Macro forecasts Whether it's pronounced "finn ants" or "fine arts" Funds management Something business but completely unrelated Financial planning Whether curly moustaches make you a better investor Portfolio construction for retirement Drew and Owen's private company investing You name it! Submit your question or make a bold statement here. Be sure to select "The Australian Investors Podcast" when it prompts you to say where you want your question answered. If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, or ask a question, use our Typeform to submit your question. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 12th of September 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices The Australian Investors Podcast, Australia's top investing podcast for professionals and private investors, has today launched our first question and answer session, hosted by Drew Meredith, CFP and Owen Rask.

    We're calling it "2 sense".

    In these very laid-back investing discussions we'll attempt to answer all of your investing questions, including on ASX and global stocks, managed funds, ETFs, LICs or portfolio construction. That said, Drew and I will also any questions you want to throw at us:

    • Direct stock ideas
    • Macro forecasts
    • Whether it's pronounced "finn ants" or "fine arts"
    • Funds management
    • Something business but completely unrelated
    • Financial planning
    • Whether curly moustaches make you a better investor
    • Portfolio construction for retirement
    • Drew and Owen's private company investing
    • You name it!

    Submit your question or make a bold statement here.

    Be sure to select "The Australian Investors Podcast" when it prompts you to say where you want your question answered.

    If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, or ask a question, use our Typeform to submit your question.

    Watch the video version on the Rask Australia YouTube page.

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Date recorded: 12th of September 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3888 no     Cath Whitaker, taking the reigns at Selfwealth & building a wealth platform https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Cath Whitaker is the CEO of Selfwealth Ltd (ASX: SWF), Australia's third largest brokerage company and the pioneer of flat-fee brokerage in Australia. In this Australian Investors Podcast episode, Cath joins Owen Rask to talk about her journey prior to joining Selfwealth and how, during the run-off of the Covid pandemic, saw an exciting opportunity to turn Selfwealth into a wealth platform. Topics discussed: Cath's background in consulting and risk management How a CEO assesses a company like Selfwealth and why she accepted the job How to think about creating agile teams in an established organisation Isn't Australian share brokerage just a race to the bottom? Cath's vision of a Selfwealth platform focused on wealth management The key metrics that Cath, as CEO, follows every day and uses to inform herself of the company's progress How and why Cath spends 50% of her day internally and 50% externally You'll like this episode of The Australian Investors Podcast if you want to know what goes on behind the scenes of a brokerage platform, how the ecosystem works, and what it takes to join and revitalise an established company. Please note: Selfwealth is a long-term sponsor of The Australian Investors Podcast. However, this episode was not paid-for (i.e. it was included as part of the long-term sponsorship), I -- Owen -- simply wanted to speak with Cath about her role and the way she thinks about the brokerage and wealth management space.  Watch the video version on the Rask Australia YouTube page. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 09 Sep 2022 21:00:00 -0000 full 4 Rask Cath Whitaker is the CEO of Selfwealth Ltd (ASX:SWF). Cath joined Selfwealth as CEO during Covid and took up a dynamic challenge. She joins Owen Rask for this exclusive Australian Investors Podcast episode. Cath Whitaker is the CEO of Selfwealth Ltd (ASX: SWF), Australia's third largest brokerage company and the pioneer of flat-fee brokerage in Australia. In this Australian Investors Podcast episode, Cath joins Owen Rask to talk about her journey prior to joining Selfwealth and how, during the run-off of the Covid pandemic, saw an exciting opportunity to turn Selfwealth into a wealth platform. Topics discussed: Cath's background in consulting and risk management How a CEO assesses a company like Selfwealth and why she accepted the job How to think about creating agile teams in an established organisation Isn't Australian share brokerage just a race to the bottom? Cath's vision of a Selfwealth platform focused on wealth management The key metrics that Cath, as CEO, follows every day and uses to inform herself of the company's progress How and why Cath spends 50% of her day internally and 50% externally You'll like this episode of The Australian Investors Podcast if you want to know what goes on behind the scenes of a brokerage platform, how the ecosystem works, and what it takes to join and revitalise an established company. Please note: Selfwealth is a long-term sponsor of The Australian Investors Podcast. However, this episode was not paid-for (i.e. it was included as part of the long-term sponsorship), I -- Owen -- simply wanted to speak with Cath about her role and the way she thinks about the brokerage and wealth management space.  Watch the video version on the Rask Australia YouTube page. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: Learn more about your ad choices. Visit megaphone.fm/adchoices Cath Whitaker is the CEO of Selfwealth Ltd (ASX: SWF), Australia's third largest brokerage company and the pioneer of flat-fee brokerage in Australia.

    In this Australian Investors Podcast episode, Cath joins Owen Rask to talk about her journey prior to joining Selfwealth and how, during the run-off of the Covid pandemic, saw an exciting opportunity to turn Selfwealth into a wealth platform.

    Topics discussed:

    • Cath's background in consulting and risk management
    • How a CEO assesses a company like Selfwealth and why she accepted the job
    • How to think about creating agile teams in an established organisation
    • Isn't Australian share brokerage just a race to the bottom?
    • Cath's vision of a Selfwealth platform focused on wealth management
    • The key metrics that Cath, as CEO, follows every day and uses to inform herself of the company's progress
    • How and why Cath spends 50% of her day internally and 50% externally

    You'll like this episode of The Australian Investors Podcast if you want to know what goes on behind the scenes of a brokerage platform, how the ecosystem works, and what it takes to join and revitalise an established company.

    Please note: Selfwealth is a long-term sponsor of The Australian Investors Podcast. However, this episode was not paid-for (i.e. it was included as part of the long-term sponsorship), I -- Owen -- simply wanted to speak with Cath about her role and the way she thinks about the brokerage and wealth management space. 

    Watch the video version on the Rask Australia YouTube page.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Date recorded:

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1782 no     5 standout small-cap ASX shares from Reporting Season 2022, ft. Claude Walker from A Rich Life https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ The Australian Investors Podcast welcomes back Claude Walker, founder of A Rich Life, to talk about 5 companies that caught his eye during ASX Reporting Season, including Objective Corporation Ltd (ASX: OCL), PWR Holdings (ASX: PWH) and more. Tune in to hear Claude Walker of A Rich Life review the results of: PWR Holdings (ASX: PWH) Objective Corporation Ltd (ASX: OCL) Alcidion Group Ltd (ASX: ALC) Lovisa Holdings (ASX: LOV), and Laserbond Ltd (ASX: LBL) Want a company covered by our team on The Australian Investors Podcast? Send your question to Owen Rask and our expert guests to have your questions answered. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 6th of September 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 07 Sep 2022 05:30:00 -0000 5 standout small-cap ASX shares from Reporting Season 2022, ft. Claude Walker from A Rich Life full 4 Rask The Australian Investors Podcast welcomes back Claude Walker, founder of A Rich Life, to talk about 5 companies that caught his eye during ASX Reporting Season, including Objective Corporation Ltd (ASX: OCL), PWR Holdings (ASX: PWH) and more.  The Australian Investors Podcast welcomes back Claude Walker, founder of A Rich Life, to talk about 5 companies that caught his eye during ASX Reporting Season, including Objective Corporation Ltd (ASX: OCL), PWR Holdings (ASX: PWH) and more. Tune in to hear Claude Walker of A Rich Life review the results of: PWR Holdings (ASX: PWH) Objective Corporation Ltd (ASX: OCL) Alcidion Group Ltd (ASX: ALC) Lovisa Holdings (ASX: LOV), and Laserbond Ltd (ASX: LBL) Want a company covered by our team on The Australian Investors Podcast? Send your question to Owen Rask and our expert guests to have your questions answered. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 6th of September 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices The Australian Investors Podcast welcomes back Claude Walker, founder of A Rich Life, to talk about 5 companies that caught his eye during ASX Reporting Season, including Objective Corporation Ltd (ASX: OCL), PWR Holdings (ASX: PWH) and more.

    Tune in to hear Claude Walker of A Rich Life review the results of:

    • PWR Holdings (ASX: PWH)
    • Objective Corporation Ltd (ASX: OCL)
    • Alcidion Group Ltd (ASX: ALC)
    • Lovisa Holdings (ASX: LOV), and
    • Laserbond Ltd (ASX: LBL)

    Want a company covered by our team on The Australian Investors Podcast?

    Send your question to Owen Rask and our expert guests to have your questions answered.


    Watch the video version on the Rask Australia YouTube page.

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Date recorded: 6th of September 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3330 no     Reporting Season finale: Wesfarmers, Alcidion, FMG, Praemium & more ft. Drew Meredith, CFP Dubber Corp Ltd (ASX: DUB), Alcidion Group Ltd (ASX: ALC), Fortescue Metals Group Ltd (ASX: FMG) and Wesfarmers Ltd (ASX: WES) feature on this week's Australian Investors Podcast.  Drew Meredith, CFP and Owen Rask are back on The Australian Investors Podcast talking ASX Reporting Season, and it's the finale for Reporting Season 2022.  Got a question for Drew & Owen? Want us to cover your company? If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, or ask a question, use our Typeform to submit your question: https://bit.ly/3QtiY00 ~~ Podcast Resources ~~  Wattle Partners Owen Rask on Twitter Value Investor Program, Owen’s online investing course ~~ Say thanks to our tremendous sponsors ~~ Join Selfwealth and get 5 free ASX trades! The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades! Join Selfwealth Join inside The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required):  📈 Click here for a free 15-day trial: https://www.rask.com.au/ii-trial?utm_source=AIP 💸 Click here to join Intelligent Investor today ($100 off): https://www.rask.com.au/ii-100?utm_source=AIP The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 02 Sep 2022 21:00:00 -0000 Reporting Season finale: Wesfarmers, Alcidion, FMG, Praemium & more ft. Drew Meredith, CFP full Rask Drew and Owen are back on The Australian Investors Podcast talking ASX Reporting Season, including Wesfarmers, Dubber, Alcidion, Praemium, Fortescue and more. Dubber Corp Ltd (ASX: DUB), Alcidion Group Ltd (ASX: ALC), Fortescue Metals Group Ltd (ASX: FMG) and Wesfarmers Ltd (ASX: WES) feature on this week's Australian Investors Podcast.  Drew Meredith, CFP and Owen Rask are back on The Australian Investors Podcast talking ASX Reporting Season, and it's the finale for Reporting Season 2022.  Got a question for Drew & Owen? Want us to cover your company? If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, or ask a question, use our Typeform to submit your question: https://bit.ly/3QtiY00 ~~ Podcast Resources ~~  Wattle Partners Owen Rask on Twitter Value Investor Program, Owen’s online investing course ~~ Say thanks to our tremendous sponsors ~~ Join Selfwealth and get 5 free ASX trades! The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades! Join Selfwealth Join inside The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required):  📈 Click here for a free 15-day trial: https://www.rask.com.au/ii-trial?utm_source=AIP 💸 Click here to join Intelligent Investor today ($100 off): https://www.rask.com.au/ii-100?utm_source=AIP The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices Dubber Corp Ltd (ASX: DUB), Alcidion Group Ltd (ASX: ALC), Fortescue Metals Group Ltd (ASX: FMG) and Wesfarmers Ltd (ASX: WES) feature on this week's Australian Investors Podcast. 

    Drew Meredith, CFP and Owen Rask are back on The Australian Investors Podcast talking ASX Reporting Season, and it's the finale for Reporting Season 2022. 

    Got a question for Drew & Owen? Want us to cover your company?

    If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, or ask a question, use our Typeform to submit your question: https://bit.ly/3QtiY00

    ~~ Podcast Resources ~~ 


    ~~ Say thanks to our tremendous sponsors ~~

    Join Selfwealth and get 5 free ASX trades!

    The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades!

    Join Selfwealth

    Join inside The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 

    📈 Click here for a free 15-day trial: https://www.rask.com.au/ii-trial?utm_source=AIP

    💸 Click here to join Intelligent Investor today ($100 off): https://www.rask.com.au/ii-100?utm_source=AIP

    The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3113     Masterclass teaser: Global Small-Caps Overview, ft. Nick Cregan, CFA https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Introducing the Rask + Inside Network Masterclass series. In coming months, we'll be diving deep into every asset class that matters, with Australia's best investors, consultants, portfolio managers, financial planners and asset allocators. In 60 minutes, every Masterclass will cover an asset class, from top to bottom, starting with an overview of the asset class, investment options, due diligence, and ending with portfolio construction. We'll have 4 different experts appearing in every episode. Today's Masterclass teaser features Fairlight Asset Management founding partner, Nick Cregan, CFA, who provides an overview of global small caps. If you like the episode, please send me a message on Twitter: https://twitter.com/owenrask. Or if you want to be part of the Masterclass series, email me (Owen) using the email address provided in the episode. ~~ Key resources ~~ Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):  Click here for a free 15-day trial  Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!  Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 31 Aug 2022 05:00:00 -0000 Masterclass teaser: Global Small-Caps Overview, ft. Nick Cregan, CFA full 4 Rask The Rask + Inside Network Masterclass series are coming to The Australian Investors Podcast. Here's a teaser... Introducing the Rask + Inside Network Masterclass series. In coming months, we'll be diving deep into every asset class that matters, with Australia's best investors, consultants, portfolio managers, financial planners and asset allocators. In 60 minutes, every Masterclass will cover an asset class, from top to bottom, starting with an overview of the asset class, investment options, due diligence, and ending with portfolio construction. We'll have 4 different experts appearing in every episode. Today's Masterclass teaser features Fairlight Asset Management founding partner, Nick Cregan, CFA, who provides an overview of global small caps. If you like the episode, please send me a message on Twitter: https://twitter.com/owenrask. Or if you want to be part of the Masterclass series, email me (Owen) using the email address provided in the episode. ~~ Key resources ~~ Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):  Click here for a free 15-day trial  Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!  Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Introducing the Rask + Inside Network Masterclass series. In coming months, we'll be diving deep into every asset class that matters, with Australia's best investors, consultants, portfolio managers, financial planners and asset allocators.

    In 60 minutes, every Masterclass will cover an asset class, from top to bottom, starting with an overview of the asset class, investment options, due diligence, and ending with portfolio construction. We'll have 4 different experts appearing in every episode.

    Today's Masterclass teaser features Fairlight Asset Management founding partner, Nick Cregan, CFA, who provides an overview of global small caps.

    If you like the episode, please send me a message on Twitter: https://twitter.com/owenrask.

    Or if you want to be part of the Masterclass series, email me (Owen) using the email address provided in the episode.

    ~~ Key resources ~~

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

     Click here for a free 15-day trial

     Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

     Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1106     ASX blitz: PME, ALU, EML, COL, HUB, KGN, BLD, LBL, NWL, EDV & TWE Drew Meredith, CFP and Owen Rask are back on The Australian Investors Podcast talking ASX Reporting Season. Every week Owen & Drew will summarise 10 key company reports. Subscribe to The Australian Investors Podcast on your favourite podcast player (using the links above). In this ASX reporting season Australian Investors Podcast episode, Owen Rask & Drew Meredith cover the following companies. ASX shares Boral Ltd (ASX: BLD) Kogan.com Ltd (ASX: KGN) HUB24 Ltd (ASX: HUB) Coles Group Ltd (ASX: COL) Endeavour Group Ltd (ASX: EDV) Altium Ltd (ASX: ALU) EML Payments Ltd (ASX: EML) Treasury Wine Estates Ltd (ASX: TWE) Pro Medicus Ltd (ASX: PME) Laserbond Ltd (ASX: LBL) Netwealth Ltd (ASX: NWL) Want us to cover your company? If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, use our anonymous Typeform to submit your question. *** Enter the $1,000 giveaway | Get a FREE Selfwealth account & 10 bonus trades *** Click this link: https://bit.ly/self-1000 Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 26 Aug 2022 21:00:00 -0000 ASX blitz: PME, ALU, EML, COL, HUB, KGN, BLD, LBL, NWL, EDV & TWE full Rask Drew Meredith and Owen Rask are back for ASX Reporting Season covering Boral Ltd (ASX:BLD), Kogan.com Ltd (ASX: KGN), Coles Group Ltd (ASX:COL) and Altium Ltd (ASX:ALU). Drew Meredith, CFP and Owen Rask are back on The Australian Investors Podcast talking ASX Reporting Season. Every week Owen & Drew will summarise 10 key company reports. Subscribe to The Australian Investors Podcast on your favourite podcast player (using the links above). In this ASX reporting season Australian Investors Podcast episode, Owen Rask & Drew Meredith cover the following companies. ASX shares Boral Ltd (ASX: BLD) Kogan.com Ltd (ASX: KGN) HUB24 Ltd (ASX: HUB) Coles Group Ltd (ASX: COL) Endeavour Group Ltd (ASX: EDV) Altium Ltd (ASX: ALU) EML Payments Ltd (ASX: EML) Treasury Wine Estates Ltd (ASX: TWE) Pro Medicus Ltd (ASX: PME) Laserbond Ltd (ASX: LBL) Netwealth Ltd (ASX: NWL) Want us to cover your company? If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, use our anonymous Typeform to submit your question. *** Enter the $1,000 giveaway | Get a FREE Selfwealth account & 10 bonus trades *** Click this link: https://bit.ly/self-1000 Learn more about your ad choices. Visit megaphone.fm/adchoices Drew Meredith, CFP and Owen Rask are back on The Australian Investors Podcast talking ASX Reporting Season.

    Every week Owen & Drew will summarise 10 key company reports. Subscribe to The Australian Investors Podcast on your favourite podcast player (using the links above).

    In this ASX reporting season Australian Investors Podcast episode, Owen Rask & Drew Meredith cover the following companies.

    ASX shares

    1. Boral Ltd (ASX: BLD)
    2. Kogan.com Ltd (ASX: KGN)
    3. HUB24 Ltd (ASX: HUB)
    4. Coles Group Ltd (ASX: COL)
    5. Endeavour Group Ltd (ASX: EDV)
    6. Altium Ltd (ASX: ALU)
    7. EML Payments Ltd (ASX: EML)
    8. Treasury Wine Estates Ltd (ASX: TWE)
    9. Pro Medicus Ltd (ASX: PME)
    10. Laserbond Ltd (ASX: LBL)
    11. Netwealth Ltd (ASX: NWL)

    Want us to cover your company?

    If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, use our anonymous Typeform to submit your question.

    *** Enter the $1,000 giveaway | Get a FREE Selfwealth account & 10 bonus trades ***

    Click this link: https://bit.ly/self-1000

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3476     Software investing, cashflow quadrants and building the future | Jason Kotchoff, founder of Stocklight https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ If you know me outside of investing, you'll know that I love software development and anything technology-related. This episode of The Australian Investors Podcast features Jason Kotchoff, the founder of Stocklight - Australia's most popular investment app, as rated by app store reviews.  Jason's background is rich with lessons learned in computer science and entrepreneurism. After discovering programming at a young age, Jason moved to the US to work on the early versions of Hotmail. From there he moved into the orbit of so many of the big-name entrepreneurs we know today. Over time, however, his talent for programming moved him closer to investing.  In this podcast we talk about the most popular programming languages, passive income, Kiyosaki's cashflow quadrant, using equity to power your net worth, Vanguard and more.  Here's something that scares me. Jason told me that if someone has a 70-year lifespan, by age 30 they have 21 million minutes to go. There's an opportunity cost to everything we do.  I believe this episode of The Australian Investors Podcast will be worth the time investment. Here's Jason Kotchoff from Stocklight.  Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 24 Aug 2022 05:00:00 -0000 Software investing, cashflow quadrants and building the future | Jason Kotchoff, founder of Stocklight full 4 Rask Jason Kotchoff, Founder of Stocklight, joins Owen Rask on The Australian Investors Podcast to talk about software engineering, code debt and the interplay with investing. If you know me outside of investing, you'll know that I love software development and anything technology-related. This episode of The Australian Investors Podcast features Jason Kotchoff, the founder of Stocklight - Australia's most popular investment app, as rated by app store reviews.  Jason's background is rich with lessons learned in computer science and entrepreneurism. After discovering programming at a young age, Jason moved to the US to work on the early versions of Hotmail. From there he moved into the orbit of so many of the big-name entrepreneurs we know today. Over time, however, his talent for programming moved him closer to investing.  In this podcast we talk about the most popular programming languages, passive income, Kiyosaki's cashflow quadrant, using equity to power your net worth, Vanguard and more.  Here's something that scares me. Jason told me that if someone has a 70-year lifespan, by age 30 they have 21 million minutes to go. There's an opportunity cost to everything we do.  I believe this episode of The Australian Investors Podcast will be worth the time investment. Here's Jason Kotchoff from Stocklight.  Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices If you know me outside of investing, you'll know that I love software development and anything technology-related. This episode of The Australian Investors Podcast features Jason Kotchoff, the founder of Stocklight - Australia's most popular investment app, as rated by app store reviews. 

    Jason's background is rich with lessons learned in computer science and entrepreneurism. After discovering programming at a young age, Jason moved to the US to work on the early versions of Hotmail. From there he moved into the orbit of so many of the big-name entrepreneurs we know today. Over time, however, his talent for programming moved him closer to investing. 

    In this podcast we talk about the most popular programming languages, passive income, Kiyosaki's cashflow quadrant, using equity to power your net worth, Vanguard and more. 

    Here's something that scares me. Jason told me that if someone has a 70-year lifespan, by age 30 they have 21 million minutes to go. There's an opportunity cost to everything we do. 

    I believe this episode of The Australian Investors Podcast will be worth the time investment. Here's Jason Kotchoff from Stocklight. 

    Watch the video version on the Rask Australia YouTube page.

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4869 no     ASX reports blitz: CSL, SEK, VCX, RBL, CGF, BHP & CAR https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Drew Meredith, CFP and Owen Rask are back on The Australian Investors Podcast talking ASX Reporting Season. Every week Owen & Drew will summarise 10 key company reports. Subscribe to The Australian Investors Podcast on your favourite podcast player (using the links above). In this ASX reporting season Australian Investors Podcast episode, Owen Rask & Drew Meredith cover the following companies. ASX shares CSL Limited (ASX: CSL) Redbubble Ltd (ASX: RBL) Carsales.com Ltd (ASX: CAR) Challenger Ltd (ASX: CGF) Vicinity Centres Ltd (ASX: VCX) BHP Group Ltd (ASX: BHP) SEEK Limited (ASX: SEK) Want us to cover your company? If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, use our anonymous Typeform to submit your question. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth *** Enter the $1,000 giveaway | Get a FREE Selfwealth account & 10 bonus trades *** Click this link: https://bit.ly/self-1000 Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 18th of August 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 19 Aug 2022 21:00:00 -0000 ASX reports blitz: CSL, SEK, VCX, RBL, CGF, BHP & CAR full 4 Rask Drew Meredith, CFP and Owen Rask are back on The Australian Investors Podcast for ASX reporting season, covering CSL Limited (ASX:CSL), BHP Group Ltd (ASX:BHP) and more. Drew Meredith, CFP and Owen Rask are back on The Australian Investors Podcast talking ASX Reporting Season. Every week Owen & Drew will summarise 10 key company reports. Subscribe to The Australian Investors Podcast on your favourite podcast player (using the links above). In this ASX reporting season Australian Investors Podcast episode, Owen Rask & Drew Meredith cover the following companies. ASX shares CSL Limited (ASX: CSL) Redbubble Ltd (ASX: RBL) Carsales.com Ltd (ASX: CAR) Challenger Ltd (ASX: CGF) Vicinity Centres Ltd (ASX: VCX) BHP Group Ltd (ASX: BHP) SEEK Limited (ASX: SEK) Want us to cover your company? If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, use our anonymous Typeform to submit your question. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth *** Enter the $1,000 giveaway | Get a FREE Selfwealth account & 10 bonus trades *** Click this link: https://bit.ly/self-1000 Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 18th of August 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Drew Meredith, CFP and Owen Rask are back on The Australian Investors Podcast talking ASX Reporting Season.

    Every week Owen & Drew will summarise 10 key company reports. Subscribe to The Australian Investors Podcast on your favourite podcast player (using the links above).

    In this ASX reporting season Australian Investors Podcast episode, Owen Rask & Drew Meredith cover the following companies.

    ASX shares

    • CSL Limited (ASX: CSL)
    • Redbubble Ltd (ASX: RBL)
    • Carsales.com Ltd (ASX: CAR)
    • Challenger Ltd (ASX: CGF)
    • Vicinity Centres Ltd (ASX: VCX)
    • BHP Group Ltd (ASX: BHP)
    • SEEK Limited (ASX: SEK)

    Want us to cover your company?

    If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, use our anonymous Typeform to submit your question.

    Watch the video version on the Rask Australia YouTube page.

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    *** Enter the $1,000 giveaway | Get a FREE Selfwealth account & 10 bonus trades ***

    Click this link: https://bit.ly/self-1000

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Date recorded: 18th of August 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3528 no     Nick Griffin of Munro Partners | AMSL, Munro's Areas of Interest & more https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Nick Griffin is the Chief Investment Officer of Munro Partners, one of Australia's largest and fastest-growing global equities fund managers. Nick Griffin recently sat down with me, Owen Rask, on The Australian Investors Podcast to talk about life, money and investing. In addition to getting to know Nick and his investment philosophy, we dive deep into companies and topical areas of interest, like ASML Holdings and the China-Taiwan tensions, why Nick was sitting on a pile of cash, and so much more. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth *** Enter the $1,000 giveaway | Get a FREE Selfwealth account & 10 bonus trades *** Click this link: https://bit.ly/self-1000 Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 5th of August 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 17 Aug 2022 05:30:00 -0000 Nick Griffin of Munro Partners | AMSL, Munro's Areas of Interest & more full 4 Rask Nick Griffin is the Chief Investment Officer of Munro Partners, one of Australia's largest and fastest-growing global equities fund managers. Nick Griffin recently sat down with me, Owen Rask, on The Australian Investors Podcast to talk about life, money and investing.  Nick Griffin is the Chief Investment Officer of Munro Partners, one of Australia's largest and fastest-growing global equities fund managers. Nick Griffin recently sat down with me, Owen Rask, on The Australian Investors Podcast to talk about life, money and investing. In addition to getting to know Nick and his investment philosophy, we dive deep into companies and topical areas of interest, like ASML Holdings and the China-Taiwan tensions, why Nick was sitting on a pile of cash, and so much more. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth *** Enter the $1,000 giveaway | Get a FREE Selfwealth account & 10 bonus trades *** Click this link: https://bit.ly/self-1000 Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 5th of August 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Nick Griffin is the Chief Investment Officer of Munro Partners, one of Australia's largest and fastest-growing global equities fund managers. Nick Griffin recently sat down with me, Owen Rask, on The Australian Investors Podcast to talk about life, money and investing.

    In addition to getting to know Nick and his investment philosophy, we dive deep into companies and topical areas of interest, like ASML Holdings and the China-Taiwan tensions, why Nick was sitting on a pile of cash, and so much more.

    Watch the video version on the Rask Australia YouTube page.

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    *** Enter the $1,000 giveaway | Get a FREE Selfwealth account & 10 bonus trades ***

    Click this link: https://bit.ly/self-1000

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Date recorded: 5th of August 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3292 no     ASX reports: CBA, TLS, IAG, AZJ, RMD, REA, GQG, NWS, AMP & DIS https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ LIVE ASX reporting season coverage is back on The Australian Investors Podcast with Owen Rask and Drew Meredith, CFP covering the latest, greatest (and not-so greatest) ASX reports. Today, the investors cover Commonwealth Bank of Australia (ASX: CBA), AMP Limited (ASX: AMP), ResMed Inc (ASX: RMD) and more. Every week Owen & Drew will summarise 10 key company reports. Subscribe to The Australian Investors Podcast on your favourite podcast player. (using the links above) In this ASX reporting season Australian Investors Podcast episode, Owen Rask & Drew Meredith cover the following companies. ASX shares covered:  Commonwealth Bank of Australia (ASX: CBA) Telstra Corporation Ltd (ASX: TLS) Insurance Australia Group Ltd (ASX: IAG) Aurizon Holdings Ltd (ASX: AZJ) Resmed CDI (ASX: RMD) REA Group Limited (ASX: REA) GQG Partners Inc (ASX: GQG) News Corporation Class B Voting CDI (ASX: NWS) AMP Ltd (ASX: AMP) US stocks covered:  Walt Disney Co (NYSE: DIS) Want us to cover your company? If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, say g’day to Owen on Twitter. *** Enter the $1,000 giveaway | Get a FREE Selfwealth account & 10 bonus trades *** Click this link: https://bit.ly/self-1000 Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 12 Aug 2022 21:00:00 -0000 ASX reports: CBA, TLS, IAG, AZJ, RMD, REA, GQG, NWS, AMP & DIS full 4 Rask ASX reporting season coverage is on The Australian Investors Podcast. Today Owen Rask & Drew Meredith cover Commonwealth Bank of Australia (ASX:CBA), AMP Limited (ASX:AMP), ResMed Inc (ASX:RMD) and more.  LIVE ASX reporting season coverage is back on The Australian Investors Podcast with Owen Rask and Drew Meredith, CFP covering the latest, greatest (and not-so greatest) ASX reports. Today, the investors cover Commonwealth Bank of Australia (ASX: CBA), AMP Limited (ASX: AMP), ResMed Inc (ASX: RMD) and more. Every week Owen & Drew will summarise 10 key company reports. Subscribe to The Australian Investors Podcast on your favourite podcast player. (using the links above) In this ASX reporting season Australian Investors Podcast episode, Owen Rask & Drew Meredith cover the following companies. ASX shares covered:  Commonwealth Bank of Australia (ASX: CBA) Telstra Corporation Ltd (ASX: TLS) Insurance Australia Group Ltd (ASX: IAG) Aurizon Holdings Ltd (ASX: AZJ) Resmed CDI (ASX: RMD) REA Group Limited (ASX: REA) GQG Partners Inc (ASX: GQG) News Corporation Class B Voting CDI (ASX: NWS) AMP Ltd (ASX: AMP) US stocks covered:  Walt Disney Co (NYSE: DIS) Want us to cover your company? If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, say g’day to Owen on Twitter. *** Enter the $1,000 giveaway | Get a FREE Selfwealth account & 10 bonus trades *** Click this link: https://bit.ly/self-1000 Learn more about your ad choices. Visit megaphone.fm/adchoices LIVE ASX reporting season coverage is back on The Australian Investors Podcast with Owen Rask and Drew Meredith, CFP covering the latest, greatest (and not-so greatest) ASX reports.

    Today, the investors cover Commonwealth Bank of Australia (ASX: CBA), AMP Limited (ASX: AMP), ResMed Inc (ASX: RMD) and more.

    Every week Owen & Drew will summarise 10 key company reports. Subscribe to The Australian Investors Podcast on your favourite podcast player. (using the links above)

    In this ASX reporting season Australian Investors Podcast episode, Owen Rask & Drew Meredith cover the following companies.

    ASX shares covered: 

    • Commonwealth Bank of Australia (ASX: CBA)
    • Telstra Corporation Ltd (ASX: TLS)
    • Insurance Australia Group Ltd (ASX: IAG)
    • Aurizon Holdings Ltd (ASX: AZJ)
    • Resmed CDI (ASX: RMD)
    • REA Group Limited (ASX: REA)
    • GQG Partners Inc (ASX: GQG)
    • News Corporation Class B Voting CDI (ASX: NWS)
    • AMP Ltd (ASX: AMP)

    US stocks covered: 

    • Walt Disney Co (NYSE: DIS)

    Want us to cover your company?

    If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, say g’day to Owen on Twitter.

    *** Enter the $1,000 giveaway | Get a FREE Selfwealth account & 10 bonus trades ***

    Click this link: https://bit.ly/self-1000

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3396 no     Are Australian house prices really crashing? Boots on the ground with Chris Bates Are Australian property prices crashing in 2022? Are house prices in Sydney and Melbourne falling really hard?  I -- Owen -- was recently joined by leading Australian mortgage broker Chris Bates, from Wealthful, to talk about the state of property prices in Melbourne, Sydney, Brisbane and right around Australia.  If you like this show with Chris Bates you'll LOVE our five-part Property Investor Mini Series featuring Chris that aired just a few months ago.  Talking points Are we seeing weakness in the Sydney property market?  Which markets and properties are most affected? Are interest rates peaking? Is it worth fixing a loan at today's rates?  Why borrowing capacity has been reduced across the board Are regional cities still performing?  How about units and apartments? Was the RBA's Phillip Lowe to blame for falling property prices? Chris' best advice for: First home buyers Upgraders Investors Podcast resources Get in touch with Chris at Wealthful Owen’s recent podcast with Pete Wargent, leading property economist and buyers agent Property Investor Mini Series Say thanks to our tremendous sponsors Join Selfwealth and get 5 free ASX trades! The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades! Join inside The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join Intelligent Investor today ($100 off) Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 10 Aug 2022 06:58:15 -0000 Are Australian house prices really crashing? Boots on the ground with Chris Bates full Rask Boots on the ground: Are Australian property prices crashing in 2022? Are house prices in Sydney and Melbourne falling really hard? Chris Bates from Wealthful joins Owen Rask on The Australian Investors Podcast for an honest update. Are Australian property prices crashing in 2022? Are house prices in Sydney and Melbourne falling really hard?  I -- Owen -- was recently joined by leading Australian mortgage broker Chris Bates, from Wealthful, to talk about the state of property prices in Melbourne, Sydney, Brisbane and right around Australia.  If you like this show with Chris Bates you'll LOVE our five-part Property Investor Mini Series featuring Chris that aired just a few months ago.  Talking points Are we seeing weakness in the Sydney property market?  Which markets and properties are most affected? Are interest rates peaking? Is it worth fixing a loan at today's rates?  Why borrowing capacity has been reduced across the board Are regional cities still performing?  How about units and apartments? Was the RBA's Phillip Lowe to blame for falling property prices? Chris' best advice for: First home buyers Upgraders Investors Podcast resources Get in touch with Chris at Wealthful Owen’s recent podcast with Pete Wargent, leading property economist and buyers agent Property Investor Mini Series Say thanks to our tremendous sponsors Join Selfwealth and get 5 free ASX trades! The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades! Join inside The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join Intelligent Investor today ($100 off) Learn more about your ad choices. Visit megaphone.fm/adchoices Are Australian property prices crashing in 2022? Are house prices in Sydney and Melbourne falling really hard? 

    I -- Owen -- was recently joined by leading Australian mortgage broker Chris Bates, from Wealthful, to talk about the state of property prices in Melbourne, Sydney, Brisbane and right around Australia. 

    If you like this show with Chris Bates you'll LOVE our five-part Property Investor Mini Series featuring Chris that aired just a few months ago. 

    Talking points

    • Are we seeing weakness in the Sydney property market? 
    • Which markets and properties are most affected?
    • Are interest rates peaking?
    • Is it worth fixing a loan at today's rates? 
    • Why borrowing capacity has been reduced across the board
    • Are regional cities still performing? 
    • How about units and apartments?
    • Was the RBA's Phillip Lowe to blame for falling property prices?
    • Chris' best advice for:
    • First home buyers
    • Upgraders
    • Investors

    Podcast resources

    Say thanks to our tremendous sponsors

    Join Selfwealth and get 5 free ASX trades!

    The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades!

    Join inside The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join Intelligent Investor today ($100 off)

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2862 no     Gold or Bonds? Why Not Both? Ft. Kanish Chugh Of ETF Securities https://www.raskmedia.com.au/2022/08/08/gold-or-bonds-podcast/ The gold price performed strongly over the past year while bond prices tanked. Kanish Chugh from ETF Securities and Owen Rask talk about how to use gold in a portfolio, why bonds are still relevant and how to build a diversified portfolio. Kanish is a regular guest on The Australian Investors Podcast. Be sure to subscribe if you like the show and want to get into the investing weeds more often. Best GOLD ETFs - Owen's article Get Owen’s take on the Best Gold ETFs in Australia on Best ETFs. List of questions answered during the gold v bonds podcast episode Quickfire (sub-60-second answers):  What’s been the best investment you’ve made? What’s been the worst investment? Who’s the best finance presenter (e.g. at an event presentation, in a video, TedTalk, etc.) you’ve ever seen? What are the 2-3 things you would look at if you were researching a commodities-focused fund? Why has the gold price done so well for Aussie investors?  How much is too much gold in a portfolio? When you’re looking to get information or insights on using commodities in a portfolio, which resources do you use (websites, particular analysts/authors, etc.)? Recently, bonds have taken a turn for the worst as long-duration assets have been hit by rising interest rates. Global fixed interest and Aussie fixed interest ETFs have both been hurt. For example, the Vanguard VIF bond ETF is down from over $50 in 2020 to around $40 at the time of recording (a ~20% fall). Do you suspect we’ll still see weakness in long-duration assets? Imagine you had a hypothetical 60/40 portfolio in front of you, Kanish. It’s a blank canvas but you know it has 60% growth assets, 40% risk-off assets. So the portfolio is 40% defensive assets, which could include whatever defensive assets you think about. How would divvy up that 40%?  Why did ETF Securities decide to launch two new funds, USD High Yield Bond (Currency Hedged) ETF (ASX: USHY) and Treasury Bonds (ASX: USTB), right now?  One of the things investors might question with these two funds is tracking error. Why do the two ETFs exhibit tracking error?  High yield credit is particularly interesting to me. If we could leave investors with 2 or 3 key insights about high-yield bonds what would they be? Podcast Resources Kanish Chugh’s first GOLD podcast with Owen Rask Learn more about the GOLD ETF Learn more about the ETF Securities ETF range Best gold ETFs in Australia – Owen’s article Say thanks to our tremendous sponsors Join Selfwealth and get 5 free ASX trades! The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades! Join inside The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join Intelligent Investor today ($100 off) Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 08 Aug 2022 05:30:00 -0000 Gold Or Bonds? Why Not Both? Ft. Kanish Chugh Of ETF Securities full Rask The gold price performed strongly over the past year while bond prices tanked. Kanish Chugh from ETF Securities and Owen Rask talk how to use gold in a portfolio, why bonds are still relevant and how to build a diversified portfolio. The gold price performed strongly over the past year while bond prices tanked. Kanish Chugh from ETF Securities and Owen Rask talk about how to use gold in a portfolio, why bonds are still relevant and how to build a diversified portfolio. Kanish is a regular guest on The Australian Investors Podcast. Be sure to subscribe if you like the show and want to get into the investing weeds more often. Best GOLD ETFs - Owen's article Get Owen’s take on the Best Gold ETFs in Australia on Best ETFs. List of questions answered during the gold v bonds podcast episode Quickfire (sub-60-second answers):  What’s been the best investment you’ve made? What’s been the worst investment? Who’s the best finance presenter (e.g. at an event presentation, in a video, TedTalk, etc.) you’ve ever seen? What are the 2-3 things you would look at if you were researching a commodities-focused fund? Why has the gold price done so well for Aussie investors?  How much is too much gold in a portfolio? When you’re looking to get information or insights on using commodities in a portfolio, which resources do you use (websites, particular analysts/authors, etc.)? Recently, bonds have taken a turn for the worst as long-duration assets have been hit by rising interest rates. Global fixed interest and Aussie fixed interest ETFs have both been hurt. For example, the Vanguard VIF bond ETF is down from over $50 in 2020 to around $40 at the time of recording (a ~20% fall). Do you suspect we’ll still see weakness in long-duration assets? Imagine you had a hypothetical 60/40 portfolio in front of you, Kanish. It’s a blank canvas but you know it has 60% growth assets, 40% risk-off assets. So the portfolio is 40% defensive assets, which could include whatever defensive assets you think about. How would divvy up that 40%?  Why did ETF Securities decide to launch two new funds, USD High Yield Bond (Currency Hedged) ETF (ASX: USHY) and Treasury Bonds (ASX: USTB), right now?  One of the things investors might question with these two funds is tracking error. Why do the two ETFs exhibit tracking error?  High yield credit is particularly interesting to me. If we could leave investors with 2 or 3 key insights about high-yield bonds what would they be? Podcast Resources Kanish Chugh’s first GOLD podcast with Owen Rask Learn more about the GOLD ETF Learn more about the ETF Securities ETF range Best gold ETFs in Australia – Owen’s article Say thanks to our tremendous sponsors Join Selfwealth and get 5 free ASX trades! The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades! Join inside The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join Intelligent Investor today ($100 off) Learn more about your ad choices. Visit megaphone.fm/adchoices The gold price performed strongly over the past year while bond prices tanked. Kanish Chugh from ETF Securities and Owen Rask talk about how to use gold in a portfolio, why bonds are still relevant and how to build a diversified portfolio.

    Kanish is a regular guest on The Australian Investors Podcast. Be sure to subscribe if you like the show and want to get into the investing weeds more often.

    Best GOLD ETFs - Owen's article

    Get Owen’s take on the Best Gold ETFs in Australia on Best ETFs.

    List of questions answered during the gold v bonds podcast episode

    Quickfire (sub-60-second answers): 

    • What’s been the best investment you’ve made?
    • What’s been the worst investment?
    • Who’s the best finance presenter (e.g. at an event presentation, in a video, TedTalk, etc.) you’ve ever seen?

    What are the 2-3 things you would look at if you were researching a commodities-focused fund?

    Why has the gold price done so well for Aussie investors? 

    How much is too much gold in a portfolio?

    When you’re looking to get information or insights on using commodities in a portfolio, which resources do you use (websites, particular analysts/authors, etc.)?

    Recently, bonds have taken a turn for the worst as long-duration assets have been hit by rising interest rates. Global fixed interest and Aussie fixed interest ETFs have both been hurt. For example, the Vanguard VIF bond ETF is down from over $50 in 2020 to around $40 at the time of recording (a ~20% fall). Do you suspect we’ll still see weakness in long-duration assets?

    Imagine you had a hypothetical 60/40 portfolio in front of you, Kanish. It’s a blank canvas but you know it has 60% growth assets, 40% risk-off assets. So the portfolio is 40% defensive assets, which could include whatever defensive assets you think about. How would divvy up that 40%? 

    Why did ETF Securities decide to launch two new funds, USD High Yield Bond (Currency Hedged) ETF (ASX: USHY) and Treasury Bonds (ASX: USTB), right now? 

    One of the things investors might question with these two funds is tracking error. Why do the two ETFs exhibit tracking error? 

    High yield credit is particularly interesting to me. If we could leave investors with 2 or 3 key insights about high-yield bonds what would they be?

    Podcast Resources

    Say thanks to our tremendous sponsors

    Join Selfwealth and get 5 free ASX trades!

    The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades!

    Join inside The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join Intelligent Investor today ($100 off)

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3565 no     Results blitz: ALC, PYPL, SQ, PLY, GOOGL, AAPL, PNI, MQG, AFIC & AMZN https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Drew Meredith, CFP and Owen Rask are back talking ASX Reporting Season and US stock market quarterly reports. Every week: Owen & Drew will summarise 10 key company reports. Subscribe to The Australian Investors Podcast on your favourite podcast player. (using the links above) In this ASX reporting season, Owen Rask & Drew Meredith cover the following companies. ASX shares: Pinnacle Investment Management Ltd (ASX: PNI) PlaySide Studios Ltd (ASX: PLY) Macquarie Group (ASX: MQG) Block CDI (ASX: SQ2) Australian Foundation Investment Company (ASX: AFI) or AFIC US stocks: PayPal Holdings Inc (NASDAQ: PYPL) Block CDI (NYSE: SQ) Amazon.com Inc (NASDAQ: AMZN) Apple Inc (NASDAQ: AAPL) Alphabet Inc (NASDAQ: GOOGL) Want us to cover your company? If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, say g'day to Owen on Twitter. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 5th of August 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 05 Aug 2022 21:00:00 -0000 Results blitz: ALC, PYPL, SQ, PLY, GOOGL, AAPL, PNI, MQG, AFIC & AMZN full 4 67 Rask Drew Meredith, CFP and Owen Rask are back talking ASX Reporting Season and US stock quarterly reports on The Australian Investors Podcast. Drew Meredith, CFP and Owen Rask are back talking ASX Reporting Season and US stock market quarterly reports. Every week: Owen & Drew will summarise 10 key company reports. Subscribe to The Australian Investors Podcast on your favourite podcast player. (using the links above) In this ASX reporting season, Owen Rask & Drew Meredith cover the following companies. ASX shares: Pinnacle Investment Management Ltd (ASX: PNI) PlaySide Studios Ltd (ASX: PLY) Macquarie Group (ASX: MQG) Block CDI (ASX: SQ2) Australian Foundation Investment Company (ASX: AFI) or AFIC US stocks: PayPal Holdings Inc (NASDAQ: PYPL) Block CDI (NYSE: SQ) Amazon.com Inc (NASDAQ: AMZN) Apple Inc (NASDAQ: AAPL) Alphabet Inc (NASDAQ: GOOGL) Want us to cover your company? If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, say g'day to Owen on Twitter. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 5th of August 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Drew Meredith, CFP and Owen Rask are back talking ASX Reporting Season and US stock market quarterly reports.

    Every week: Owen & Drew will summarise 10 key company reports. Subscribe to The Australian Investors Podcast on your favourite podcast player. (using the links above)

    In this ASX reporting season, Owen Rask & Drew Meredith cover the following companies.

    ASX shares:

    • Pinnacle Investment Management Ltd (ASX: PNI)
    • PlaySide Studios Ltd (ASX: PLY)
    • Macquarie Group (ASX: MQG)
    • Block CDI (ASX: SQ2)
    • Australian Foundation Investment Company (ASX: AFI) or AFIC

    US stocks:

    • PayPal Holdings Inc (NASDAQ: PYPL)
    • Block CDI (NYSE: SQ)
    • Amazon.com Inc (NASDAQ: AMZN)
    • Apple Inc (NASDAQ: AAPL)
    • Alphabet Inc (NASDAQ: GOOGL)

    Want us to cover your company?

    If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, say g'day to Owen on Twitter.


    Watch the video version on the Rask Australia YouTube page.

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Date recorded: 5th of August 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3333 no     Inside Supply Network (ASX:SNL) & National Tyre (ASX:NTD) ft. Raymond Jang https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ National Tyre & Wheel Ltd (ASX: NTD) shares have been sold down while Supply Network Limited (ASX: SNL) has powered ahead. In this episode of The Australian Investors Podcast, analysts Owen Rask and Raymond Jang take a good hard look at the story behind these two companies. Supply Network sells trucks and bus parts under the Multispares brand in Australia and New Zealand. The business was founded by Harry Forsyth when he started selling spares for buses in the 1970s, he remains the majority shareholder with 30%. It strives to provide the biggest range, best quality parts at the best prices through its significant scale advantage, commitment to customer service and deep expertise. National Tyre & Wheel is Australia's largest independent tyre and wheel distributor, specialising in importing tyres and distributing them throughout Australia. NTD's business model has included buying other independent distributors in the hope of 'rolling them up' into what is now the leading independent brand. NTD's roots trace back to Terry Smith and Exclusive Tyres, which was the original and exclusive importer of Cooper & Micky Thompson tyres. It has operations around Australia, New Zealand and even South Africa. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 29th of July 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 03 Aug 2022 06:30:00 -0000 Inside Supply Network (ASX:SNL) & National Tyre (ASX:NTD) ft. Raymond Jang full 4 66 Rask Supply Network Limited (ASX:SNL) and National Tyre & Wheel Ltd (ASX:NTD) are two ASX-listed distribution business involved in automative sector, but their fortunes couldn't be any more different. NTD & SNL shares the the focus in this Australian Investors Podcast episode with Raymond Jang & Owen Rask. National Tyre & Wheel Ltd (ASX: NTD) shares have been sold down while Supply Network Limited (ASX: SNL) has powered ahead. In this episode of The Australian Investors Podcast, analysts Owen Rask and Raymond Jang take a good hard look at the story behind these two companies. Supply Network sells trucks and bus parts under the Multispares brand in Australia and New Zealand. The business was founded by Harry Forsyth when he started selling spares for buses in the 1970s, he remains the majority shareholder with 30%. It strives to provide the biggest range, best quality parts at the best prices through its significant scale advantage, commitment to customer service and deep expertise. National Tyre & Wheel is Australia's largest independent tyre and wheel distributor, specialising in importing tyres and distributing them throughout Australia. NTD's business model has included buying other independent distributors in the hope of 'rolling them up' into what is now the leading independent brand. NTD's roots trace back to Terry Smith and Exclusive Tyres, which was the original and exclusive importer of Cooper & Micky Thompson tyres. It has operations around Australia, New Zealand and even South Africa. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 29th of July 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices National Tyre & Wheel Ltd (ASX: NTD) shares have been sold down while Supply Network Limited (ASX: SNL) has powered ahead. In this episode of The Australian Investors Podcast, analysts Owen Rask and Raymond Jang take a good hard look at the story behind these two companies.

    Supply Network sells trucks and bus parts under the Multispares brand in Australia and New Zealand. The business was founded by Harry Forsyth when he started selling spares for buses in the 1970s, he remains the majority shareholder with 30%. It strives to provide the biggest range, best quality parts at the best prices through its significant scale advantage, commitment to customer service and deep expertise.

    National Tyre & Wheel is Australia's largest independent tyre and wheel distributor, specialising in importing tyres and distributing them throughout Australia. NTD's business model has included buying other independent distributors in the hope of 'rolling them up' into what is now the leading independent brand. NTD's roots trace back to Terry Smith and Exclusive Tyres, which was the original and exclusive importer of Cooper & Micky Thompson tyres. It has operations around Australia, New Zealand and even South Africa.

    Watch the video version on the Rask Australia YouTube page.

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Date recorded: 29th of July 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3022 no     Bonus: Owen's ASX Reporting Season checklist [free download] https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Ready for ASX reporting season? In this episode of The Australian Investors Podcast, Kate Campbell and Owen Rask jump into your feed for a bonus episode, to share our free ASX annual report checklist, that you can download and use throughout reporting season. DOWNLOAD CHECKLIST HERE: bit.ly/reporting2022 Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor Bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 1st of August 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 02 Aug 2022 07:30:00 -0000 Bonus: Owen's ASX Reporting Season checklist [free download] full 4 65 Rask In this episode of The Australian Investors Podcast, Kate Campbell and Owen Rask jump into your feed for a bonus episode, to share our free ASX annual report checklist, that you can download and use throughout reporting season. Ready for ASX reporting season? In this episode of The Australian Investors Podcast, Kate Campbell and Owen Rask jump into your feed for a bonus episode, to share our free ASX annual report checklist, that you can download and use throughout reporting season. DOWNLOAD CHECKLIST HERE: bit.ly/reporting2022 Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor Bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 1st of August 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Ready for ASX reporting season?

    In this episode of The Australian Investors Podcast, Kate Campbell and Owen Rask jump into your feed for a bonus episode, to share our free ASX annual report checklist, that you can download and use throughout reporting season.

    DOWNLOAD CHECKLIST HERE: bit.ly/reporting2022

    Watch the video version on the Rask Australia YouTube page.

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor Bootcamp: bit.ly/rask-analyst

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Date recorded: 1st of August 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1572 no     The future of investing is already upon us, ft. SixPark's Pat Garrett https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Pat Garrett is the CEO and co-founder of SixPark. Pat Garrett joins Owen Rask on The Australian Investors Podcast to talk about robo investing, the rise of ETFs, asset allocation puzzles, the future of investment advice and so much more. Some of the questions I -- Owen -- asked Pat include: With a 10-year view, what's more underrated by Australian investors: the technology or resources sector? What's the best beach you've ever surfed? How did Pat's Systems Engineering degree get him into Wall Street and investment banking? What is robo investment advice & how does SixPark add value to investors? What is the future of wealth management and brokerage? How SixPark's mean-variance optimisation result in the selected ETFs Why doesn't SixPark invest in gold? What's most impactful for investors: automation, investment philosophy or security selection? What are the three most powerful behavioural biases? Why is it called "SixPark"? Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 25th of July 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 29 Jul 2022 21:00:00 -0000 full 4 64 Rask Pat Garrett is the CEO and co-founder of SixPark. Pat Garrett joins Owen Rask on The Australian Investors Podcast to talk about robo investing, the rise of ETFs, asset allocation puzzles, the future of investment advice and so much more. Pat Garrett is the CEO and co-founder of SixPark. Pat Garrett joins Owen Rask on The Australian Investors Podcast to talk about robo investing, the rise of ETFs, asset allocation puzzles, the future of investment advice and so much more. Some of the questions I -- Owen -- asked Pat include: With a 10-year view, what's more underrated by Australian investors: the technology or resources sector? What's the best beach you've ever surfed? How did Pat's Systems Engineering degree get him into Wall Street and investment banking? What is robo investment advice & how does SixPark add value to investors? What is the future of wealth management and brokerage? How SixPark's mean-variance optimisation result in the selected ETFs Why doesn't SixPark invest in gold? What's most impactful for investors: automation, investment philosophy or security selection? What are the three most powerful behavioural biases? Why is it called "SixPark"? Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 25th of July 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Pat Garrett is the CEO and co-founder of SixPark. Pat Garrett joins Owen Rask on The Australian Investors Podcast to talk about robo investing, the rise of ETFs, asset allocation puzzles, the future of investment advice and so much more.

    Some of the questions I -- Owen -- asked Pat include:

    • With a 10-year view, what's more underrated by Australian investors: the technology or resources sector?
    • What's the best beach you've ever surfed?
    • How did Pat's Systems Engineering degree get him into Wall Street and investment banking?
    • What is robo investment advice & how does SixPark add value to investors?
    • What is the future of wealth management and brokerage?
    • How SixPark's mean-variance optimisation result in the selected ETFs
    • Why doesn't SixPark invest in gold?
    • What's most impactful for investors: automation, investment philosophy or security selection?
    • What are the three most powerful behavioural biases?
    • Why is it called "SixPark"?

    Watch the video version on the Rask Australia YouTube page.

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Date recorded: 25th of July 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3824 no     Kelly Partners' Brett Kelly on life, business and sacrifice https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In addition to starting and running Kelly Partners, one of Australia's largest accounting networks, Brett is an avid reader, multiple author, Warren Buffett & Charlie Munger disciple, and somewhat of a polymath. Here is a list of the questions I asked Brett during our recording: If you could have dinner with one living person and you had to choose the restaurant, who would it be and where would you take them? What's one lifestyle hack you wish you knew 20 years ago? Did you grow up with an entrepreneurial streak, Brett? Was business and entrepreneurialism part of your childhood? How do you, Brett Kelly, think about personal sacrifice and growth? What led you to start Kelly+Partners in 2006? How did you know it was the right opportunity for you? What makes Kelly Partners so special? As you grow, your company may need to make more acquisitions, which may mean more of these decisions get made outside of you. Such as what's happened with Mark Leonard and his six business units. How will Kelly+Partners deal with those challenges? If you hand a new CEO one book, what would it be? Can you explain this to me and maybe reflect on the statement for yourself? "The great tension in life is the difference between who we are and who we want to be." If you could teach your child 1 thing about investing, what would it be? Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 27 Jul 2022 05:30:00 -0000 full 4 63 Rask Brett Kelly is the CEO and founder of Kelly Partners Group Holdings Ltd (ASX: KPG). Brett Kelly recently sat down with me -- Owen Rask -- on The Australian Investors Podcast to share his story, and perspectives on life, business and growth. In addition to starting and running Kelly Partners, one of Australia's largest accounting networks, Brett is an avid reader, multiple author, Warren Buffett & Charlie Munger disciple, and somewhat of a polymath. Here is a list of the questions I asked Brett during our recording: If you could have dinner with one living person and you had to choose the restaurant, who would it be and where would you take them? What's one lifestyle hack you wish you knew 20 years ago? Did you grow up with an entrepreneurial streak, Brett? Was business and entrepreneurialism part of your childhood? How do you, Brett Kelly, think about personal sacrifice and growth? What led you to start Kelly+Partners in 2006? How did you know it was the right opportunity for you? What makes Kelly Partners so special? As you grow, your company may need to make more acquisitions, which may mean more of these decisions get made outside of you. Such as what's happened with Mark Leonard and his six business units. How will Kelly+Partners deal with those challenges? If you hand a new CEO one book, what would it be? Can you explain this to me and maybe reflect on the statement for yourself? "The great tension in life is the difference between who we are and who we want to be." If you could teach your child 1 thing about investing, what would it be? Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial Learn more about your ad choices. Visit megaphone.fm/adchoices In addition to starting and running Kelly Partners, one of Australia's largest accounting networks, Brett is an avid reader, multiple author, Warren Buffett & Charlie Munger disciple, and somewhat of a polymath.

    Here is a list of the questions I asked Brett during our recording:

    • If you could have dinner with one living person and you had to choose the restaurant, who would it be and where would you take them?
    • What's one lifestyle hack you wish you knew 20 years ago?
    • Did you grow up with an entrepreneurial streak, Brett? Was business and entrepreneurialism part of your childhood?
    • How do you, Brett Kelly, think about personal sacrifice and growth?
    • What led you to start Kelly+Partners in 2006? How did you know it was the right opportunity for you?
    • What makes Kelly Partners so special?
    • As you grow, your company may need to make more acquisitions, which may mean more of these decisions get made outside of you. Such as what's happened with Mark Leonard and his six business units. How will Kelly+Partners deal with those challenges?
    • If you hand a new CEO one book, what would it be?
    • Can you explain this to me and maybe reflect on the statement for yourself? "The great tension in life is the difference between who we are and who we want to be."
    • If you could teach your child 1 thing about investing, what would it be?


    Watch the video version on the Rask Australia YouTube page.

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4011 no     16,000 students & counting - Thanks! I interrupt our regular programming for a special update. Here’s a quick update on what we’ve been working on behind the scenes at Rask. Proper financial education is nearly impossible in Australia for the masses. We wanted to address that. Every day we check our total enrolments as a sign of hope, pride and achievement. Recently, we crossed 16,000 students enrolled in Rask courses. A massive achievement for us at Rask. That’s 16,000 families who have been positively impacted by our sensible, optimistic, focused strategies to help them out of debt and into long-term investing. Many of the courses on Rask are free. And we’ve just launched our biggest cluster of courses called Rask Roadtrip. It’s a series of 6 online short courses, covering investing for the first time, saving on tax, repaying debt, the psychology of feeling more positive about money, and a crash course anyone can use to understand and sort out their Super. These are all completely free. I say again - the Rask Roadtrip is entirely free. They are in addition to heaps of other free resources. If you’re worried about your mortgage or want to buy a property, take our debt course and property 101 course. Or if you want to invest for the first time but don’t know how we teamed up with Equity Mates for the official get started investing course. If you want to grow your wealth and do it in an informed way, our ETF investing course is the most popular course we have, teaching you the essentials of ETF investing. I think it’s the most popular ETF course in Australia. If you’re worried about interest rates on your car loan, have credit cards up eyeballs, loans to family or friends or maybe even Buy Now, Pay Later from Afterpay or Zip — take our debt course. It’s part of Rask Roadtrip. We’ll teach you the two easiest ways to pay down debt and get free help from an expert. The big reason I want to celebrate these milestones is that the world of long term investing is actually a very positive place, filled with opportunity and value creation. And learning to avoid the doomsayers and toxic armchair experts on tv or on social media is hard. And right now, more than I’ve seen in the past 10 years, things are scary for a lot of our family and friends. Job security, higher debt repayments and falling property and share prices are scary. ANZ and Finder research shows the number one stresser is a mortgage repayment, followed by groceries. I don’t think I’ve eaten an iceberg lettuce in 2022. Despite all the doom and gloom, you should know that you’re not alone. Our podcasts, memberships, free courses and online resources are here to support what is usually a solo journey. I get to speak to nearly 100,000 investors through these podcasts. But I also speak with dozens of Australia’s biggest fund managers, professional sporting teams, parents, private investors and folks pursuing FIRE. Everyone I talk to recognises the need for high quality education. Even if you don’t need to take a course on personal finance, chances are a friend, colleague or family member does. Please share any of our resources with your family and friends, knowing that it’s genuine and we’re not going to lead your loved one down the garden path. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 26 Jul 2022 08:21:00 -0000 full 4 62 Rask I interrupt our regular programming for a special update from Rask HQ. I interrupt our regular programming for a special update. Here’s a quick update on what we’ve been working on behind the scenes at Rask. Proper financial education is nearly impossible in Australia for the masses. We wanted to address that. Every day we check our total enrolments as a sign of hope, pride and achievement. Recently, we crossed 16,000 students enrolled in Rask courses. A massive achievement for us at Rask. That’s 16,000 families who have been positively impacted by our sensible, optimistic, focused strategies to help them out of debt and into long-term investing. Many of the courses on Rask are free. And we’ve just launched our biggest cluster of courses called Rask Roadtrip. It’s a series of 6 online short courses, covering investing for the first time, saving on tax, repaying debt, the psychology of feeling more positive about money, and a crash course anyone can use to understand and sort out their Super. These are all completely free. I say again - the Rask Roadtrip is entirely free. They are in addition to heaps of other free resources. If you’re worried about your mortgage or want to buy a property, take our debt course and property 101 course. Or if you want to invest for the first time but don’t know how we teamed up with Equity Mates for the official get started investing course. If you want to grow your wealth and do it in an informed way, our ETF investing course is the most popular course we have, teaching you the essentials of ETF investing. I think it’s the most popular ETF course in Australia. If you’re worried about interest rates on your car loan, have credit cards up eyeballs, loans to family or friends or maybe even Buy Now, Pay Later from Afterpay or Zip — take our debt course. It’s part of Rask Roadtrip. We’ll teach you the two easiest ways to pay down debt and get free help from an expert. The big reason I want to celebrate these milestones is that the world of long term investing is actually a very positive place, filled with opportunity and value creation. And learning to avoid the doomsayers and toxic armchair experts on tv or on social media is hard. And right now, more than I’ve seen in the past 10 years, things are scary for a lot of our family and friends. Job security, higher debt repayments and falling property and share prices are scary. ANZ and Finder research shows the number one stresser is a mortgage repayment, followed by groceries. I don’t think I’ve eaten an iceberg lettuce in 2022. Despite all the doom and gloom, you should know that you’re not alone. Our podcasts, memberships, free courses and online resources are here to support what is usually a solo journey. I get to speak to nearly 100,000 investors through these podcasts. But I also speak with dozens of Australia’s biggest fund managers, professional sporting teams, parents, private investors and folks pursuing FIRE. Everyone I talk to recognises the need for high quality education. Even if you don’t need to take a course on personal finance, chances are a friend, colleague or family member does. Please share any of our resources with your family and friends, knowing that it’s genuine and we’re not going to lead your loved one down the garden path. Learn more about your ad choices. Visit megaphone.fm/adchoices I interrupt our regular programming for a special update.


    Here’s a quick update on what we’ve been working on behind the scenes at Rask.


    Proper financial education is nearly impossible in Australia for the masses. We wanted to address that.


    Every day we check our total enrolments as a sign of hope, pride and achievement. Recently, we crossed 16,000 students enrolled in Rask courses. A massive achievement for us at Rask. That’s 16,000 families who have been positively impacted by our sensible, optimistic, focused strategies to help them out of debt and into long-term investing.


    Many of the courses on Rask are free. And we’ve just launched our biggest cluster of courses called Rask Roadtrip. It’s a series of 6 online short courses, covering investing for the first time, saving on tax, repaying debt, the psychology of feeling more positive about money, and a crash course anyone can use to understand and sort out their Super. These are all completely free.


    I say again - the Rask Roadtrip is entirely free. They are in addition to heaps of other free resources.


    If you’re worried about your mortgage or want to buy a property, take our debt course and property 101 course.


    Or if you want to invest for the first time but don’t know how we teamed up with Equity Mates for the official get started investing course.


    If you want to grow your wealth and do it in an informed way, our ETF investing course is the most popular course we have, teaching you the essentials of ETF investing. I think it’s the most popular ETF course in Australia.


    If you’re worried about interest rates on your car loan, have credit cards up eyeballs, loans to family or friends or maybe even Buy Now, Pay Later from Afterpay or Zip — take our debt course. It’s part of Rask Roadtrip. We’ll teach you the two easiest ways to pay down debt and get free help from an expert.


    The big reason I want to celebrate these milestones is that the world of long term investing is actually a very positive place, filled with opportunity and value creation. And learning to avoid the doomsayers and toxic armchair experts on tv or on social media is hard.


    And right now, more than I’ve seen in the past 10 years, things are scary for a lot of our family and friends. Job security, higher debt repayments and falling property and share prices are scary. ANZ and Finder research shows the number one stresser is a mortgage repayment, followed by groceries. I don’t think I’ve eaten an iceberg lettuce in 2022.


    Despite all the doom and gloom, you should know that you’re not alone. Our podcasts, memberships, free courses and online resources are here to support what is usually a solo journey.


    I get to speak to nearly 100,000 investors through these podcasts. But I also speak with dozens of Australia’s biggest fund managers, professional sporting teams, parents, private investors and folks pursuing FIRE. Everyone I talk to recognises the need for high quality education.


    Even if you don’t need to take a course on personal finance, chances are a friend, colleague or family member does. Please share any of our resources with your family and friends, knowing that it’s genuine and we’re not going to lead your loved one down the garden path.


    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     399 no     Psychology, gambling, investing & writing, a discussion with Graham Witcomb, CFA https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ This conversation is fascinating in more ways than one. Probably the most interesting story was how Graham took steps to make his first ever investment in the deepest, darkest moments of the GFC. Graham bought $2,000 of shares in an investment bank (Macquarie, of all things), then took on a loan to participate in a capital raising ($15,000), and then took his capital and used more leverage to grow his total investment to around $50,000. As Graham attests, his first investment was mostly luck, not skill. However, it serves to set the scene for the direction of the conversation with Graham Witcomb and Owen Raszkiewicz: where psychology and mindset collide with value investing. Topics covered include: Where's the best place to ski in the world? (Graham doubles as a ski instructor) If you could pick 3 investing factors or ratios to study a company's financials, which you choose and why? What's the difference between investing and gambling? Why on earth did Graham invest in Macquarie during the GFC? How did Graham improve his investment writing, and why was it so important? Which biases do you think you're most impacted by, how do you know and what do you do to combat them? What are Graham's favourite books for learning about value investing? Graham's lessons learned from following CSL Limited (ASX: CSL), Sydney Airport (ASX: SYD) and Berkshire Hathaway (NYSE: BRK) for many years? Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 22 Jul 2022 21:00:00 -0000 full 4 61 Rask Graham Witcomb, CFA is an investment analyst at The Intelligent Investor, responsible for covering healthcare, gambling and transport infrastructure. In this Australian Investors Podcast episode, Graham Witcomb dialled in from Vancouver, Canada to talk with Founder Owen Rask about the intersection of psychology, money and probabilities. This conversation is fascinating in more ways than one. Probably the most interesting story was how Graham took steps to make his first ever investment in the deepest, darkest moments of the GFC. Graham bought $2,000 of shares in an investment bank (Macquarie, of all things), then took on a loan to participate in a capital raising ($15,000), and then took his capital and used more leverage to grow his total investment to around $50,000. As Graham attests, his first investment was mostly luck, not skill. However, it serves to set the scene for the direction of the conversation with Graham Witcomb and Owen Raszkiewicz: where psychology and mindset collide with value investing. Topics covered include: Where's the best place to ski in the world? (Graham doubles as a ski instructor) If you could pick 3 investing factors or ratios to study a company's financials, which you choose and why? What's the difference between investing and gambling? Why on earth did Graham invest in Macquarie during the GFC? How did Graham improve his investment writing, and why was it so important? Which biases do you think you're most impacted by, how do you know and what do you do to combat them? What are Graham's favourite books for learning about value investing? Graham's lessons learned from following CSL Limited (ASX: CSL), Sydney Airport (ASX: SYD) and Berkshire Hathaway (NYSE: BRK) for many years? Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial Learn more about your ad choices. Visit megaphone.fm/adchoices This conversation is fascinating in more ways than one. Probably the most interesting story was how Graham took steps to make his first ever investment in the deepest, darkest moments of the GFC. Graham bought $2,000 of shares in an investment bank (Macquarie, of all things), then took on a loan to participate in a capital raising ($15,000), and then took his capital and used more leverage to grow his total investment to around $50,000.

    As Graham attests, his first investment was mostly luck, not skill. However, it serves to set the scene for the direction of the conversation with Graham Witcomb and Owen Raszkiewicz: where psychology and mindset collide with value investing.

    Topics covered include:

    • Where's the best place to ski in the world? (Graham doubles as a ski instructor)
    • If you could pick 3 investing factors or ratios to study a company's financials, which you choose and why?
    • What's the difference between investing and gambling?
    • Why on earth did Graham invest in Macquarie during the GFC?
    • How did Graham improve his investment writing, and why was it so important?
    • Which biases do you think you're most impacted by, how do you know and what do you do to combat them?
    • What are Graham's favourite books for learning about value investing?
    • Graham's lessons learned from following CSL Limited (ASX: CSL), Sydney Airport (ASX: SYD) and Berkshire Hathaway (NYSE: BRK) for many years?

    Watch the video version on the Rask Australia YouTube page.

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3309 no     Lessons from nearly 20 years of beating the market, ft. Fidelity's Paul Taylor https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ The Fidelity Australian Equities Fund launched in June 2003 and as of June 2022, the fund had outperformed its benchmark, the S&P/ASX 200 Accumulation Index, by roughly 2.3% per annum. However, Paul's time with Fidelity started in late 1990s. Meaning that over Paul's career he has seen around 10 'crises' of various stripes. In this Australian Investors Podcast with Paul Taylor, the two investors cover questions like: If you could only pick 3 financial metrics from a company's financials, what would you include? How do you go about valuing companies? How does Fidelity build a "360-degree view" of a company? What are the 2-3 key ideas other investors can learn from Paul's market-beating returns? Why a low portfolio turnover important to Paul and the team You can listen to the episode using the links below, or watch the podcast via YouTube. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 12th of July 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 20 Jul 2022 05:30:00 -0000 full 4 60 Rask Paul Taylor is the Head of Australian Equities at Fidelity International and portfolio manager of the Fidelity Australian Equities Fund. He joined our Founder Owen Rask for a discussion about his investment process, company research techniques, value investing and so much more. The Fidelity Australian Equities Fund launched in June 2003 and as of June 2022, the fund had outperformed its benchmark, the S&P/ASX 200 Accumulation Index, by roughly 2.3% per annum. However, Paul's time with Fidelity started in late 1990s. Meaning that over Paul's career he has seen around 10 'crises' of various stripes. In this Australian Investors Podcast with Paul Taylor, the two investors cover questions like: If you could only pick 3 financial metrics from a company's financials, what would you include? How do you go about valuing companies? How does Fidelity build a "360-degree view" of a company? What are the 2-3 key ideas other investors can learn from Paul's market-beating returns? Why a low portfolio turnover important to Paul and the team You can listen to the episode using the links below, or watch the podcast via YouTube. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 12th of July 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices The Fidelity Australian Equities Fund launched in June 2003 and as of June 2022, the fund had outperformed its benchmark, the S&P/ASX 200 Accumulation Index, by roughly 2.3% per annum. However, Paul's time with Fidelity started in late 1990s. Meaning that over Paul's career he has seen around 10 'crises' of various stripes.

    In this Australian Investors Podcast with Paul Taylor, the two investors cover questions like:

    • If you could only pick 3 financial metrics from a company's financials, what would you include?
    • How do you go about valuing companies?
    • How does Fidelity build a "360-degree view" of a company?
    • What are the 2-3 key ideas other investors can learn from Paul's market-beating returns?
    • Why a low portfolio turnover important to Paul and the team

    You can listen to the episode using the links below, or watch the podcast via YouTube.

    Watch the video version on the Rask Australia YouTube page.

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Date recorded: 12th of July 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3008 no     The best dividend ETFs and Funds in Australia: VHY, Plato, BetaShares & more https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Financial planner Drew Meredith, CFP and investment analyst Owen Raszkiewicz discuss the best ETFs for dividend income within the Australian shares sector, including: Vanguard VHY ETF Plato Income Maximiser Fund Ltd BetaShares YMAX Fund/ETF (ASX: YMAX) The VanEck Morningstar DVDY ETF (ASX: DVDY) If you are on the hunt for Australia's best ETF for dividends, you might also like our review of the 5 best Australian shares ETFs or our Vanguard Australian Shares Index ETF (ASX: VAF) review. The Australian shares ETF review and VAS ETF review are available in podcast form. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 8th of July 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 15 Jul 2022 21:00:00 -0000 full 4 58 Rask What is the best ETF or fund for dividend income and passive income in Australia? Is it Vanguard High Yield Australian Shares ETF (ASX: VHY) or maybe Plato Income Maximiser Fund Ltd (ASX: PL8)? What is the best ETF for franking credits? Financial planner Drew Meredith, CFP and investment analyst Owen Raszkiewicz discuss the best ETFs for dividend income within the Australian shares sector, including: Vanguard VHY ETF Plato Income Maximiser Fund Ltd BetaShares YMAX Fund/ETF (ASX: YMAX) The VanEck Morningstar DVDY ETF (ASX: DVDY) If you are on the hunt for Australia's best ETF for dividends, you might also like our review of the 5 best Australian shares ETFs or our Vanguard Australian Shares Index ETF (ASX: VAF) review. The Australian shares ETF review and VAS ETF review are available in podcast form. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 8th of July 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Financial planner Drew Meredith, CFP and investment analyst Owen Raszkiewicz discuss the best ETFs for dividend income within the Australian shares sector, including:

    If you are on the hunt for Australia's best ETF for dividends, you might also like our review of the 5 best Australian shares ETFs or our Vanguard Australian Shares Index ETF (ASX: VAF) review. The Australian shares ETF review and VAS ETF review are available in podcast form.


    Watch the video version on the Rask Australia YouTube page.

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Date recorded: 8th of July 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2034 no     Recession: Will Australian house prices crash in 2022? | Pete Wargent on The Australian Investors Podcast https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Pete Wargent is Australia's leading property expert and co-founder of Buyersbuyers.com.au, a platform connecting property buyers and investors to approved buyer's agents. In this podcast episode on The Australian Investors Podcast, Owen Rask and Pete Wargent talk about a wide range of the most important economic data points, topics and headlines catching the attention of investors in property, shares, bonds and private companies. Talking points: Is Pete Wargent scared about falling property prices? What does a recession mean for stocks, property or even crypto? What is the CAPE ratio and what is it telling us? Do Aussie banks have safeguards in place? Will rising interest rates cripple Australian shares? Should I keep investing in a diversified portfolio of index funds if interest rates rise? The 10-year economic outlook for stocks, bonds and property Is property an inflation hedge? Earnings season: is the stock market overconfident? Could interest rates hit 3%? A look at the rate curve. As you can see, this podcast was loaded with economic data points and topical issues. But Owen Rask & Pete Wargent do a fantastic job of keeping the conversation punchy, concise and fun -- all that in just 40 minutes on The Australian Investors Podcast. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 13 Jul 2022 05:30:00 -0000 full 4 59 Rask Will Australian house prices crash in 2022? Are Sydney and Melbourne property prices about to collapse? What does a recession mean to my CBA shares or ASX 200 (INDEXASX: XJO) ETF!? We've heard a lot of headlines calling for property prices to fall 10%, 20% or even 30% in 2022 thanks to rising interest rates and inflation. But what does it all mean? Pete Wargent is Australia's leading property expert and co-founder of Buyersbuyers.com.au, a platform connecting property buyers and investors to approved buyer's agents. In this podcast episode on The Australian Investors Podcast, Owen Rask and Pete Wargent talk about a wide range of the most important economic data points, topics and headlines catching the attention of investors in property, shares, bonds and private companies. Talking points: Is Pete Wargent scared about falling property prices? What does a recession mean for stocks, property or even crypto? What is the CAPE ratio and what is it telling us? Do Aussie banks have safeguards in place? Will rising interest rates cripple Australian shares? Should I keep investing in a diversified portfolio of index funds if interest rates rise? The 10-year economic outlook for stocks, bonds and property Is property an inflation hedge? Earnings season: is the stock market overconfident? Could interest rates hit 3%? A look at the rate curve. As you can see, this podcast was loaded with economic data points and topical issues. But Owen Rask & Pete Wargent do a fantastic job of keeping the conversation punchy, concise and fun -- all that in just 40 minutes on The Australian Investors Podcast. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial Learn more about your ad choices. Visit megaphone.fm/adchoices Pete Wargent is Australia's leading property expert and co-founder of Buyersbuyers.com.au, a platform connecting property buyers and investors to approved buyer's agents.

    In this podcast episode on The Australian Investors Podcast, Owen Rask and Pete Wargent talk about a wide range of the most important economic data points, topics and headlines catching the attention of investors in property, shares, bonds and private companies.

    Talking points:

    • Is Pete Wargent scared about falling property prices?
    • What does a recession mean for stocks, property or even crypto?
    • What is the CAPE ratio and what is it telling us?
    • Do Aussie banks have safeguards in place?
    • Will rising interest rates cripple Australian shares?
    • Should I keep investing in a diversified portfolio of index funds if interest rates rise?
    • The 10-year economic outlook for stocks, bonds and property
    • Is property an inflation hedge?
    • Earnings season: is the stock market overconfident?
    • Could interest rates hit 3%? A look at the rate curve.

    As you can see, this podcast was loaded with economic data points and topical issues. But Owen Rask & Pete Wargent do a fantastic job of keeping the conversation punchy, concise and fun -- all that in just 40 minutes on The Australian Investors Podcast.


    Watch the video version on the Rask Australia YouTube page.

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2446 no     💰 Passive income Q&A with Owen Rask & Drew Meredith, CFP | Passive Income [5/5] https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ To view a summary of today's questions, please scroll down. Here's a brief list of the funds, ETFs or other products mentioned in Part 5: BetaShares Yield Maximiser Fund (ASX: YMAX) Vanguard High Yield Australian Shares ETF (ASX: VHY) Vanguard Australian Shares ETF (ASX: VAS) BetaShares Martin Currie Equity Income Fund (ASX: EINC) Australian Unity Lifeplan Insurance Bond Macquarie term deposit Gold & lots of it! Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 8th of July 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 08 Jul 2022 21:00:00 -0000 full 4 57 Rask Passive Income series Part 5/5 on The Australian Investors Podcast features Owen Rask and Drew Meredith, CFP and they're answering your passive income questions!  To view a summary of today's questions, please scroll down. Here's a brief list of the funds, ETFs or other products mentioned in Part 5: BetaShares Yield Maximiser Fund (ASX: YMAX) Vanguard High Yield Australian Shares ETF (ASX: VHY) Vanguard Australian Shares ETF (ASX: VAS) BetaShares Martin Currie Equity Income Fund (ASX: EINC) Australian Unity Lifeplan Insurance Bond Macquarie term deposit Gold & lots of it! Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 8th of July 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices To view a summary of today's questions, please scroll down.


    Here's a brief list of the funds, ETFs or other products mentioned in Part 5:

    • BetaShares Yield Maximiser Fund (ASX: YMAX)
    • Vanguard High Yield Australian Shares ETF (ASX: VHY)
    • Vanguard Australian Shares ETF (ASX: VAS)
    • BetaShares Martin Currie Equity Income Fund (ASX: EINC)
    • Australian Unity Lifeplan Insurance Bond
    • Macquarie term deposit
    • Gold & lots of it!

    Watch the video version on the Rask Australia YouTube page.


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst


    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth


    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Date recorded: 8th of July 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3080 no     The best and worst ETFs in Australia [2022] ft. Chris Brycki https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In the podcast, Owen Rask & Chris Brycki cover: How big is the Australian ETF market? ETF bubble risks: are Peter Lynch & Michael Burry wrong about ETFs? The best ETFs of 2021/2022 The worst ETFs of 2021/2022 Bond ETFs: VAF, VIF, IAF and more Gold ETFs: GOLD, PMGOLD & QAU Chris and Owen talk about all of these issues and more on this episode of The Australian Investors Podcast. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 1st of July 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 06 Jul 2022 05:00:00 -0000 full 4 56 Rask Chris Brycki of Stockspot joined Owen Rask on The Australian Investors Podcast to discuss the good, bad and ugly of Australian ETFs. In the podcast, Owen Rask & Chris Brycki cover: How big is the Australian ETF market? ETF bubble risks: are Peter Lynch & Michael Burry wrong about ETFs? The best ETFs of 2021/2022 The worst ETFs of 2021/2022 Bond ETFs: VAF, VIF, IAF and more Gold ETFs: GOLD, PMGOLD & QAU Chris and Owen talk about all of these issues and more on this episode of The Australian Investors Podcast. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 1st of July 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices In the podcast, Owen Rask & Chris Brycki cover:

    • How big is the Australian ETF market?
    • ETF bubble risks: are Peter Lynch & Michael Burry wrong about ETFs?
    • The best ETFs of 2021/2022
    • The worst ETFs of 2021/2022
    • Bond ETFs: VAF, VIF, IAF and more
    • Gold ETFs: GOLD, PMGOLD & QAU

    Chris and Owen talk about all of these issues and more on this episode of The Australian Investors Podcast.


    Watch the video version on the Rask Australia YouTube page.

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies.

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Date recorded: 1st of July 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2412 no     💰 A $1 million portfolio, how this CFP invests for income | Passive Income [4/5] https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Drew and I walk through a full case study (see below) of a fictitious Australian couple, Ralph (52) & Jane (51), looking to generate passive income from a diversified portfolio. The result: Drew predicts this couple could retire on a generous yearly income if they can get to $1.2 - $1.6 million of investable assets before retirement. Does that sound like a crazy figure? Not so fast... Drew explains all of his findings and analysis in this episode of The Australian Investors Podcast. The case study - Ralph & Jane Jane (51) and Ralph (52) live in Brighton-Le-Sands, New South Wales in a 4 bedroom, 2 bathroom house. Ralph is a sticky-fingered accountant, earning $110,000. He loves the Hawthorn Hawks in the AFL (obviously) and spends his weekends watching their two boys play sports. Jane is a Midwife in Sydney, working 7 days of night shift every fortnight. She earns $115,000, also on PAYG. Jane uses some of her days off to volunteer at the Foodbank, encouraging her two sons to get married and have children. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 30th June 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 01 Jul 2022 21:00:00 -0000 full 4 55 Rask Part 4/5 of the Passive Income series on The Australian Investors Podcast features me -- Owen Rask -- and Drew Meredith, CFP. Drew and I walk through a full case study (see below) of a fictitious Australian couple, Ralph (52) & Jane (51), looking to generate passive income from a diversified portfolio. The result: Drew predicts this couple could retire on a generous yearly income if they can get to $1.2 - $1.6 million of investable assets before retirement. Does that sound like a crazy figure? Not so fast... Drew explains all of his findings and analysis in this episode of The Australian Investors Podcast. The case study - Ralph & Jane Jane (51) and Ralph (52) live in Brighton-Le-Sands, New South Wales in a 4 bedroom, 2 bathroom house. Ralph is a sticky-fingered accountant, earning $110,000. He loves the Hawthorn Hawks in the AFL (obviously) and spends his weekends watching their two boys play sports. Jane is a Midwife in Sydney, working 7 days of night shift every fortnight. She earns $115,000, also on PAYG. Jane uses some of her days off to volunteer at the Foodbank, encouraging her two sons to get married and have children. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 30th June 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Drew and I walk through a full case study (see below) of a fictitious Australian couple, Ralph (52) & Jane (51), looking to generate passive income from a diversified portfolio. The result: Drew predicts this couple could retire on a generous yearly income if they can get to $1.2 - $1.6 million of investable assets before retirement.


    Does that sound like a crazy figure? Not so fast...

    Drew explains all of his findings and analysis in this episode of The Australian Investors Podcast.


    The case study - Ralph & Jane

    Jane (51) and Ralph (52) live in Brighton-Le-Sands, New South Wales in a 4 bedroom, 2 bathroom house. Ralph is a sticky-fingered accountant, earning $110,000. He loves the Hawthorn Hawks in the AFL (obviously) and spends his weekends watching their two boys play sports. Jane is a Midwife in Sydney, working 7 days of night shift every fortnight. She earns $115,000, also on PAYG. Jane uses some of her days off to volunteer at the Foodbank, encouraging her two sons to get married and have children.


    Watch the video version on the Rask Australia YouTube page.


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies.


    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth


    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (10% off)

    📱 Free 15-day trial


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: 30th June 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2351 no     How to value tech stocks (ZS, OKTA & more), inflation outlook ft. 7Investing's Dr Anirban Mahanti https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Stocks mentioned in the podcast include: Target Corporation (NYSE: TGT) Zscaler Inc (NASDAQ: ZS) Okta Inc (NASDAQ: OKTA) Alcidion Ltd (ASX: ALC) Xero Limited (ASX: XRO) National Tyre & Wheel Ltd (ASX: NTD) Resources & say g'day Anirban's research on 7Investing Anirban's article: Hidden Profitability of Software Companies Anirban Twitter Owen's Twitter Watch the video version on the Rask Australia YouTube page. *Take Owen's online Value Investor Program * Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Click here to take the course Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! Click here to join SelfWealth Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): Click here for a free 15-day trial Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: Click here to join today (15% off) Date recorded: 29th of June 2022 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 29 Jun 2022 05:30:00 -0000 full 4 54 Rask In this episode of The Australian Investors Podcast, Owen Rask is joined by 7Investing's Dr Anirban Mahanti to talk markets, the economy, how to value tech stocks and more. Stocks mentioned in the podcast include: Target Corporation (NYSE: TGT) Zscaler Inc (NASDAQ: ZS) Okta Inc (NASDAQ: OKTA) Alcidion Ltd (ASX: ALC) Xero Limited (ASX: XRO) National Tyre & Wheel Ltd (ASX: NTD) Resources & say g'day Anirban's research on 7Investing Anirban's article: Hidden Profitability of Software Companies Anirban Twitter Owen's Twitter Watch the video version on the Rask Australia YouTube page. *Take Owen's online Value Investor Program * Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Click here to take the course Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! Click here to join SelfWealth Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): Click here for a free 15-day trial Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: Click here to join today (15% off) Date recorded: 29th of June 2022 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Stocks mentioned in the podcast include:

    • Target Corporation (NYSE: TGT)
    • Zscaler Inc (NASDAQ: ZS)
    • Okta Inc (NASDAQ: OKTA)
    • Alcidion Ltd (ASX: ALC)
    • Xero Limited (ASX: XRO)
    • National Tyre & Wheel Ltd (ASX: NTD)


    Resources & say g'day


    Watch the video version on the Rask Australia YouTube page.


    *Take Owen's online Value Investor Program *

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies.

    Click here to take the course


    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    Click here to join SelfWealth


    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    Click here for a free 15-day trial


    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    Click here to join today (15% off)


    Date recorded: 29th of June 2022


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3132 no     💰 10 investing mistakes (you need to avoid) | Passive Income [3/5] https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Passive Income podcast episode, Owen & Drew talk about the most common (and painful) investing mistakes made by investors. Whether you're investing in ETFs, shares, Bitcoin or property, this podcast will help you avoid the most common investing mistakes. Here's a list of Drew's most common mistakes: Assuming bigger is better - but I love my Commonwealth Bank (ASX: CBA) and Westpac Bank (ASX: WBC) shares! Focusing too much on costs & fees - though low costs are good, they're not everything Tax-driven investments don't always work - negative gearing means you're losing money Naïve diversification - having two ETFs doing a similar thing is not diversification Adding random assets & following the next hot theme - the hype is not a bonafide strategy Not having a real strategy in place - avoid being a collector, a plan might only be one or two pages Assuming every asset always goes up - it doesn't Looking too often at performance - Drew & Owen would be lucky (unlucky) to check their brokerage account once a month! Get rich quick - emu eggs anyone? Giving in too soon, or changing strategy in the short-term - buy and hold only works if you and hold! Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (15% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 24th June 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 24 Jun 2022 21:00:00 -0000 full 4 53 Rask What are the biggest investing mistakes investors make? Part 3/5 of the Passive Income series on The Australian Investors Podcast features Owen Rask and Drew Meredith, CFP. Owen and Drew share their 10 biggest investing mistakes when investors go in search of income from a diversified portfolio.  In this Passive Income podcast episode, Owen & Drew talk about the most common (and painful) investing mistakes made by investors. Whether you're investing in ETFs, shares, Bitcoin or property, this podcast will help you avoid the most common investing mistakes. Here's a list of Drew's most common mistakes: Assuming bigger is better - but I love my Commonwealth Bank (ASX: CBA) and Westpac Bank (ASX: WBC) shares! Focusing too much on costs & fees - though low costs are good, they're not everything Tax-driven investments don't always work - negative gearing means you're losing money Naïve diversification - having two ETFs doing a similar thing is not diversification Adding random assets & following the next hot theme - the hype is not a bonafide strategy Not having a real strategy in place - avoid being a collector, a plan might only be one or two pages Assuming every asset always goes up - it doesn't Looking too often at performance - Drew & Owen would be lucky (unlucky) to check their brokerage account once a month! Get rich quick - emu eggs anyone? Giving in too soon, or changing strategy in the short-term - buy and hold only works if you and hold! Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (15% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 24th June 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices In this Passive Income podcast episode, Owen & Drew talk about the most common (and painful) investing mistakes made by investors. Whether you're investing in ETFs, shares, Bitcoin or property, this podcast will help you avoid the most common investing mistakes.


    Here's a list of Drew's most common mistakes:

    1. Assuming bigger is better - but I love my Commonwealth Bank (ASX: CBA) and Westpac Bank (ASX: WBC) shares!
    2. Focusing too much on costs & fees - though low costs are good, they're not everything
    3. Tax-driven investments don't always work - negative gearing means you're losing money
    4. Naïve diversification - having two ETFs doing a similar thing is not diversification
    5. Adding random assets & following the next hot theme - the hype is not a bonafide strategy
    6. Not having a real strategy in place - avoid being a collector, a plan might only be one or two pages
    7. Assuming every asset always goes up - it doesn't
    8. Looking too often at performance - Drew & Owen would be lucky (unlucky) to check their brokerage account once a month!
    9. Get rich quick - emu eggs anyone?
    10. Giving in too soon, or changing strategy in the short-term - buy and hold only works if you and hold!


    Watch the video version on the Rask Australia YouTube page.


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies.


    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)


    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!


    ✅ Click here to join SelfWealth

    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (15% off)

    📱 Free 15-day trial


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Date recorded: 24th June 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2021 no     Lovisa (ASX:LOV) deep dive | Australian Investors Podcast https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this episode of The Australian Investors Podcast, analysts Raymond Jang and Owen Rask take a look at Australian fast-fashion retailer Lovisa Holdings Ltd (ASX: LOV) and its long-term success. This episode is powered by SelfWealth, the official broker sponsor of The Australian Investors Podcast. Say g'day to Raymond & Owen on Twitter: Raymond: https://twitter.com/rjang_ Owen: https://twitter.com/OwenRask *Take Owen's online Value Investor Program * Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Click here to take the course: https://education.rask.com.au/courses/value-investor-program-course-with-equity-mates/ Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! Click here to join SelfWealth: https://bit.ly/sw-pod-rask Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): Click here for a free 15-day trial: https://www.rask.com.au/ii-trial?utm_source=AIP Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: Click here to join today (15% off): https://bit.ly/eurekareport If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 22nd of June 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 22 Jun 2022 07:30:00 -0000 full 4 52 Rask In this episode of The Australian Investors Podcast, analysts Raymond Jang and Owen Rask take a look at Australian fast-fashion retailer Lovisa Holdings Ltd (ASX: LOV) and its long-term success. In this episode of The Australian Investors Podcast, analysts Raymond Jang and Owen Rask take a look at Australian fast-fashion retailer Lovisa Holdings Ltd (ASX: LOV) and its long-term success. This episode is powered by SelfWealth, the official broker sponsor of The Australian Investors Podcast. Say g'day to Raymond & Owen on Twitter: Raymond: https://twitter.com/rjang_ Owen: https://twitter.com/OwenRask *Take Owen's online Value Investor Program * Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Click here to take the course: https://education.rask.com.au/courses/value-investor-program-course-with-equity-mates/ Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! Click here to join SelfWealth: https://bit.ly/sw-pod-rask Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): Click here for a free 15-day trial: https://www.rask.com.au/ii-trial?utm_source=AIP Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: Click here to join today (15% off): https://bit.ly/eurekareport If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 22nd of June 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of The Australian Investors Podcast, analysts Raymond Jang and Owen Rask take a look at Australian fast-fashion retailer Lovisa Holdings Ltd (ASX: LOV) and its long-term success.


    This episode is powered by SelfWealth, the official broker sponsor of The Australian Investors Podcast.


    Say g'day to Raymond & Owen on Twitter:

    Raymond: https://twitter.com/rjang_

    Owen: https://twitter.com/OwenRask


    *Take Owen's online Value Investor Program *

    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies.

    Click here to take the course: https://education.rask.com.au/courses/value-investor-program-course-with-equity-mates/


    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    Click here to join SelfWealth: https://bit.ly/sw-pod-rask


    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    Click here for a free 15-day trial: https://www.rask.com.au/ii-trial?utm_source=AIP


    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    Click here to join today (15% off): https://bit.ly/eurekareport


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Date recorded: 22nd of June 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3278 no     💰 Bond funds, term deposits & defensive alternatives | Passive Income [2/5] https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Topics covered in Part 1 include: What are the 3 most common types of bonds (and bond funds) and what's their place in a portfolio? 5 factors to know when studying a bond fund Are hybrids, or ETFs like BetaShares Active Australian Hybrid Securities Fund (ASX: HBRD), worth investing in? Commercial real estate debt Fixed-income ETFs like Vanguard Australian Fixed Interest ETF (ASX: VAF) REITs, like Goodman Group (ASX: GMG) Cash or term deposits (TDs), for example with Macquarie Bank Drew's favourite bond managers Active versus passive in bonds Warren Buffett's 90/10 (stocks/bonds) strategy - does it work? Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (15% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 13th of June 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 17 Jun 2022 21:00:00 -0000 full 4 50 Rask Part 2/5 of the Passive Income series on The Australian Investors Podcast features Owen Rask and Drew Meredith, CFP. Owen and Drew make the case for bonds, why owning term deposits works and explore the world of "alternative defensive" assets. Topics covered in Part 1 include: What are the 3 most common types of bonds (and bond funds) and what's their place in a portfolio? 5 factors to know when studying a bond fund Are hybrids, or ETFs like BetaShares Active Australian Hybrid Securities Fund (ASX: HBRD), worth investing in? Commercial real estate debt Fixed-income ETFs like Vanguard Australian Fixed Interest ETF (ASX: VAF) REITs, like Goodman Group (ASX: GMG) Cash or term deposits (TDs), for example with Macquarie Bank Drew's favourite bond managers Active versus passive in bonds Warren Buffett's 90/10 (stocks/bonds) strategy - does it work? Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (15% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 13th of June 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Topics covered in Part 1 include:

    • What are the 3 most common types of bonds (and bond funds) and what's their place in a portfolio?
    • 5 factors to know when studying a bond fund
    • Are hybrids, or ETFs like BetaShares Active Australian Hybrid Securities Fund (ASX: HBRD), worth investing in?
    • Commercial real estate debt
    • Fixed-income ETFs like Vanguard Australian Fixed Interest ETF (ASX: VAF)
    • REITs, like Goodman Group (ASX: GMG)
    • Cash or term deposits (TDs), for example with Macquarie Bank
    • Drew's favourite bond managers
    • Active versus passive in bonds
    • Warren Buffett's 90/10 (stocks/bonds) strategy - does it work?

    Watch the video version on the Rask Australia YouTube page.


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies.


    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth


    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)


    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:


    🗞 Click here to join today (15% off)

    📱 Free 15-day trial


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Date recorded: 13th of June 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2743 no     Gaurav Sodhi, the stories we tell & profiting from ESG | The Australian Investors Podcast https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Gaurav Sodhi is Deputy Head of Research at Intelligent Investor, an investor and prolific investment writer. Given that I have followed him for many years, speaking to Gaurav Sodhi on The Australian Investors Podcast was a real treat for me. Note: given that Gaurav wanted to walk around to make cups of tea and do a family puzzle while being interviewed by me, we did this interview as audio-only. I'm incredibly surprised he could answer some of my most difficult questions while doing such things! I think it goes to show well Gaurav can juggle multiple ideas at one time! Gaurav Sodhi is Deputy Head of Research at Intelligent Investor, arguably Australia's leading independent ASX stock research and membership program. Gaurav started his working career as a researcher and then, through a chance interview, he came across while driving across New Zealand with a friend (featuring Platinum's Kerr Neilson), Gaurav's spark for investing took flight. It then took him two years to land a job at Intelligent Investor. In this episode, I -- Owen -- and Gaurav talk about: The power of economics in explaining the world How drug cartels are similar to McDonalds The power of writing for investors The tricks and games used to recruit analysts Why Guarav isn't fazed by ESG and ethical investing Why value investing needs to evolve to include storytelling Some of the stocks mentioned in the discussion include: Whitehaven Coal Ltd (ASX: WHC) New Hope Corporation Ltd (ASX: NHC) Uniti Group (ASX: UWL) Telstra Corp (ASX: TLS) Meta Platforms Inc (NASDAQ: META) McDonald's Corporation (NYSE: MCD) Coca-Cola Company (NYSE: KO) Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Access Alan Kohler’s Eureka Report Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 15 Jun 2022 07:00:00 -0000 full 4 51 Rask Gaurav Sodhi is Deputy Head of Research at Intelligent Investor, an investor and prolific investment writer. Given that I have followed him for many years, speaking to Gaurav Sodhi on The Australian Investors Podcast was a real treat for me. Gaurav Sodhi is Deputy Head of Research at Intelligent Investor, an investor and prolific investment writer. Given that I have followed him for many years, speaking to Gaurav Sodhi on The Australian Investors Podcast was a real treat for me. Note: given that Gaurav wanted to walk around to make cups of tea and do a family puzzle while being interviewed by me, we did this interview as audio-only. I'm incredibly surprised he could answer some of my most difficult questions while doing such things! I think it goes to show well Gaurav can juggle multiple ideas at one time! Gaurav Sodhi is Deputy Head of Research at Intelligent Investor, arguably Australia's leading independent ASX stock research and membership program. Gaurav started his working career as a researcher and then, through a chance interview, he came across while driving across New Zealand with a friend (featuring Platinum's Kerr Neilson), Gaurav's spark for investing took flight. It then took him two years to land a job at Intelligent Investor. In this episode, I -- Owen -- and Gaurav talk about: The power of economics in explaining the world How drug cartels are similar to McDonalds The power of writing for investors The tricks and games used to recruit analysts Why Guarav isn't fazed by ESG and ethical investing Why value investing needs to evolve to include storytelling Some of the stocks mentioned in the discussion include: Whitehaven Coal Ltd (ASX: WHC) New Hope Corporation Ltd (ASX: NHC) Uniti Group (ASX: UWL) Telstra Corp (ASX: TLS) Meta Platforms Inc (NASDAQ: META) McDonald's Corporation (NYSE: MCD) Coca-Cola Company (NYSE: KO) Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Access Alan Kohler’s Eureka Report Learn more about your ad choices. Visit megaphone.fm/adchoices Gaurav Sodhi is Deputy Head of Research at Intelligent Investor, an investor and prolific investment writer. Given that I have followed him for many years, speaking to Gaurav Sodhi on The Australian Investors Podcast was a real treat for me.


    Note: given that Gaurav wanted to walk around to make cups of tea and do a family puzzle while being interviewed by me, we did this interview as audio-only. I'm incredibly surprised he could answer some of my most difficult questions while doing such things! I think it goes to show well Gaurav can juggle multiple ideas at one time!


    Gaurav Sodhi is Deputy Head of Research at Intelligent Investor, arguably Australia's leading independent ASX stock research and membership program.

    Gaurav started his working career as a researcher and then, through a chance interview, he came across while driving across New Zealand with a friend (featuring Platinum's Kerr Neilson), Gaurav's spark for investing took flight. It then took him two years to land a job at Intelligent Investor.


    In this episode, I -- Owen -- and Gaurav talk about:

    • The power of economics in explaining the world
    • How drug cartels are similar to McDonalds
    • The power of writing for investors
    • The tricks and games used to recruit analysts
    • Why Guarav isn't fazed by ESG and ethical investing
    • Why value investing needs to evolve to include storytelling


    Some of the stocks mentioned in the discussion include:

    • Whitehaven Coal Ltd (ASX: WHC)
    • New Hope Corporation Ltd (ASX: NHC)
    • Uniti Group (ASX: UWL)
    • Telstra Corp (ASX: TLS)
    • Meta Platforms Inc (NASDAQ: META)
    • McDonald's Corporation (NYSE: MCD)
    • Coca-Cola Company (NYSE: KO)


    Watch the video version on the Rask Australia YouTube page.


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies.


    Trade ASX, US & HK stocks for just $9.50!

    The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

    ✅ Click here to join SelfWealth


    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)


    Access Alan Kohler’s Eureka Report

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3772 no     💰 Dividend income, diversification & growth alts. | Passive Income [1/5] https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Part 1/5 of the Passive Income series on The Australian Investors Podcast features Owen Rask and Drew Meredith, CFP. Owen and Drew discuss how to build a diversified portfolio from scratch, whether a 4% portfolio income yield is still achievable and more. Topics: Topics covered in Part 1 include: Balancing capital growth versus dividend income How tax works on: Blue-chip shares Managed funds ETFs Superannuation Investment property Historical returns (over various timeframes) Australian equities - 9-10% per year, half from income Australian property - 9-10% per year, ~2% from income Bonds - currently yielding 3.5%, up below 1% a year ago Diversified portfolios - 7-10% in the past is now 4-6% Strategic Asset Allocation (SAA) and diversifying your portfolio Sniff test: Direct stocks LICs REITs Residential property Commercial Crypto Managed funds ETFs Drew's "growth alternatives" bucket Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (15% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 9th of June 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 10 Jun 2022 21:00:00 -0000 full 4 49 Rask Part 1/5 of the Passive Income series on The Australian Investors Podcast features Owen Rask and Drew Meredith, CFP. Owen and Drew discuss how to build a diversified portfolio from scratch, whether a 4% portfolio income yield is still achievable and more.  Part 1/5 of the Passive Income series on The Australian Investors Podcast features Owen Rask and Drew Meredith, CFP. Owen and Drew discuss how to build a diversified portfolio from scratch, whether a 4% portfolio income yield is still achievable and more. Topics: Topics covered in Part 1 include: Balancing capital growth versus dividend income How tax works on: Blue-chip shares Managed funds ETFs Superannuation Investment property Historical returns (over various timeframes) Australian equities - 9-10% per year, half from income Australian property - 9-10% per year, ~2% from income Bonds - currently yielding 3.5%, up below 1% a year ago Diversified portfolios - 7-10% in the past is now 4-6% Strategic Asset Allocation (SAA) and diversifying your portfolio Sniff test: Direct stocks LICs REITs Residential property Commercial Crypto Managed funds ETFs Drew's "growth alternatives" bucket Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (15% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 9th of June 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Part 1/5 of the Passive Income series on The Australian Investors Podcast features Owen Rask and Drew Meredith, CFP.

    Owen and Drew discuss how to build a diversified portfolio from scratch, whether a 4% portfolio income yield is still achievable and more.


    Topics:

    Topics covered in Part 1 include:

    • Balancing capital growth versus dividend income
    • How tax works on:
    • Blue-chip shares
    • Managed funds
    • ETFs
    • Superannuation
    • Investment property
    • Historical returns (over various timeframes)
    • Australian equities - 9-10% per year, half from income
    • Australian property - 9-10% per year, ~2% from income
    • Bonds - currently yielding 3.5%, up below 1% a year ago
    • Diversified portfolios - 7-10% in the past is now 4-6%
    • Strategic Asset Allocation (SAA) and diversifying your portfolio
    • Sniff test:
    • Direct stocks
    • LICs
    • REITs
    • Residential property
    • Commercial
    • Crypto
    • Managed funds
    • ETFs
    • Drew's "growth alternatives" bucket


    Watch the video version on the Rask Australia YouTube page.


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies.


    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)


    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (15% off)

    📱 Free 15-day trial


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Date recorded: 9th of June 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3402 no     Top 5 Australian Shares ETFs: VAS, A200, MVW & more https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Which ETF is the best Australian shares ETF? Is it Vanguard Australian Shares ETF (ASX: VAS), VanEck Equal Weight Australian Shares ETF (ASX: MVW) or maybe even iShares S&P/ASX 200 Core ETF (ASX: IOZ)? Drew Meredith, CFP is a financial planner and Director of Wattle Partners financial planning in Melbourne. Drew joins Owen Rask to talk about the most popular ETFs for Australian shares, including: BetaShares Australia A200 ETF (ASX: A200) Vanguard Australian Shares ETF (ASX: VAS) SPDR S&P/ASX 200 ETF (ASX: STW) VanEck Equal Weight Australian Shares ETF (ASX: MVW) iShares S&P/ASX 200 Core ETF (ASX: IOZ) To learn more about these ETFs please visit: Best ETFs Australia Drew's website: Wattle Partners Financial Planning Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (15% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 6th of June 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 08 Jun 2022 05:00:00 -0000 full 4 48 Rask Which ETF is the best Australian shares ETF? Is it Vanguard Australian Shares ETF (ASX: VAS), VanEck Equal Weight Australian Shares ETF (ASX: MVW) or maybe even iShares S&P/ASX 200 Core ETF (ASX: IOZ)? Which ETF is the best Australian shares ETF? Is it Vanguard Australian Shares ETF (ASX: VAS), VanEck Equal Weight Australian Shares ETF (ASX: MVW) or maybe even iShares S&P/ASX 200 Core ETF (ASX: IOZ)? Drew Meredith, CFP is a financial planner and Director of Wattle Partners financial planning in Melbourne. Drew joins Owen Rask to talk about the most popular ETFs for Australian shares, including: BetaShares Australia A200 ETF (ASX: A200) Vanguard Australian Shares ETF (ASX: VAS) SPDR S&P/ASX 200 ETF (ASX: STW) VanEck Equal Weight Australian Shares ETF (ASX: MVW) iShares S&P/ASX 200 Core ETF (ASX: IOZ) To learn more about these ETFs please visit: Best ETFs Australia Drew's website: Wattle Partners Financial Planning Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (15% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 6th of June 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Which ETF is the best Australian shares ETF? Is it Vanguard Australian Shares ETF (ASX: VAS), VanEck Equal Weight Australian Shares ETF (ASX: MVW) or maybe even iShares S&P/ASX 200 Core ETF (ASX: IOZ)?


    Drew Meredith, CFP is a financial planner and Director of Wattle Partners financial planning in Melbourne. Drew joins Owen Rask to talk about the most popular ETFs for Australian shares, including:

    • BetaShares Australia A200 ETF (ASX: A200)
    • Vanguard Australian Shares ETF (ASX: VAS)
    • SPDR S&P/ASX 200 ETF (ASX: STW)
    • VanEck Equal Weight Australian Shares ETF (ASX: MVW)
    • iShares S&P/ASX 200 Core ETF (ASX: IOZ)


    To learn more about these ETFs please visit:


    Watch the video version on the Rask Australia YouTube page.


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies.

    Join The Intelligent Investor & save


    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)


    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:


    🗞 Click here to join today (15% off)

    📱 Free 15-day trial


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: 6th of June 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2280 no     Capital allocation with Storm McGrath, CEO of Kip McGrath Education Centres (ASX:KME) https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Kip McGrath Education was started by Storm's father, Kip, from a garage in 1976. Over the years, KME has gone through many challenges and changes to become the global education provider it is today. In this episode of the Australian Investors Podcast, Storm McGrath and Owen Rask talk about: KME's origin story Why a fixed fee model doesn't work for franchise businesses The market for tutoring young children and why math & English are the core pillars of learning KME's push for company-owned and online tutoring Storm's desire to acquire Tutorfly and move the business into the USA and a new target demographic How KME and Storm think about capital allocation Why now is the most exciting time ever for tutors Resources: Owen Rask on Twitter Kip McGrath website Watch the video version on the Rask Australia YouTube page. Take Owen's Value Investor Program (USE CODE 'LEVELUP' FOR $100 OFF): education.rask.com.au/courses/value-investor-program-course-with-equity-mates Take Owen's Value Investor Program today (USE CODE 'VALUEINVESTOR' FOR $100 OFF): education.rask.com.au/courses/value-investor-program-course-with-equity-mates/ Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required), by heading to: Join today ($100 off): https://www.rask.com.au/ii-100?utm_source=AIP Free 15-day trial: https://www.rask.com.au/ii-trial?utm_source=AIP If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Disclosure: at the time of recording and publish, Owen owns shares of Kip McGrath. This is a disclosure and not a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 03 Jun 2022 21:00:00 -0000 full 4 36 Rask Storm McGrath is the CEO of Kip McGrath Education Centres Ltd (ASX: KME), a global english and mathematics tutoring network. Kip McGrath Education was started by Storm's father, Kip, from a garage in 1976. Over the years, KME has gone through many challenges and changes to become the global education provider it is today. In this episode of the Australian Investors Podcast, Storm McGrath and Owen Rask talk about: KME's origin story Why a fixed fee model doesn't work for franchise businesses The market for tutoring young children and why math & English are the core pillars of learning KME's push for company-owned and online tutoring Storm's desire to acquire Tutorfly and move the business into the USA and a new target demographic How KME and Storm think about capital allocation Why now is the most exciting time ever for tutors Resources: Owen Rask on Twitter Kip McGrath website Watch the video version on the Rask Australia YouTube page. Take Owen's Value Investor Program (USE CODE 'LEVELUP' FOR $100 OFF): education.rask.com.au/courses/value-investor-program-course-with-equity-mates Take Owen's Value Investor Program today (USE CODE 'VALUEINVESTOR' FOR $100 OFF): education.rask.com.au/courses/value-investor-program-course-with-equity-mates/ Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required), by heading to: Join today ($100 off): https://www.rask.com.au/ii-100?utm_source=AIP Free 15-day trial: https://www.rask.com.au/ii-trial?utm_source=AIP If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Disclosure: at the time of recording and publish, Owen owns shares of Kip McGrath. This is a disclosure and not a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices Kip McGrath Education was started by Storm's father, Kip, from a garage in 1976.


    Over the years, KME has gone through many challenges and changes to become the global education provider it is today.


    In this episode of the Australian Investors Podcast, Storm McGrath and Owen Rask talk about:

    • KME's origin story
    • Why a fixed fee model doesn't work for franchise businesses
    • The market for tutoring young children and why math & English are the core pillars of learning
    • KME's push for company-owned and online tutoring
    • Storm's desire to acquire Tutorfly and move the business into the USA and a new target demographic
    • How KME and Storm think about capital allocation
    • Why now is the most exciting time ever for tutors

    Resources:


    Watch the video version on the Rask Australia YouTube page.


    Take Owen's Value Investor Program (USE CODE 'LEVELUP' FOR $100 OFF): education.rask.com.au/courses/value-investor-program-course-with-equity-mates


    Take Owen's Value Investor Program today (USE CODE 'VALUEINVESTOR' FOR $100 OFF): education.rask.com.au/courses/value-investor-program-course-with-equity-mates/


    Join The Intelligent Investor & save


    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required), by heading to:


    Join today ($100 off): https://www.rask.com.au/ii-100?utm_source=AIP

    Free 15-day trial: https://www.rask.com.au/ii-trial?utm_source=AIP


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Disclosure: at the time of recording and publish, Owen owns shares of Kip McGrath. This is a disclosure and not a recommendation.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2281 no     🏠 The end game for property investors | Property Investor series ft. Chris Bates [5/5] https://www.raskmedia.com.au/podcasts When you've spent a lifetime building up your property portfolio, how do you retire? When you have 2 or 5 or more properties, how should you manage that for ongoing income and rental yield? In the final episode [5/5] of Rask's Property Investor podcast mini-series on The Australian Investors Podcast, featuring Owen Rask and Wealthful founder and mortgage broker Chris Bates, we tackle the topic of transitioning out of a property portfolio. The investors discuss: How should you transition from a property heavy portfolio Should you shift your residential property portfolio to shares or commercial property? When should you put a property retirement plan in place? Can a property portfolio be a source of income in retirement? Is it bad to have a mortgage or investment loan in retirement? How property mixes with your other buckets of investments: Super, offset accounts, shares and bonds Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (15% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 8th of April 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 01 Jun 2022 07:00:00 -0000 full 4 47 Rask When you've spent a lifetime building up your property portfolio, how do you retire? Expert mortgage broker Chris Bates and investor Owen Rask discuss. When you've spent a lifetime building up your property portfolio, how do you retire? When you have 2 or 5 or more properties, how should you manage that for ongoing income and rental yield? In the final episode [5/5] of Rask's Property Investor podcast mini-series on The Australian Investors Podcast, featuring Owen Rask and Wealthful founder and mortgage broker Chris Bates, we tackle the topic of transitioning out of a property portfolio. The investors discuss: How should you transition from a property heavy portfolio Should you shift your residential property portfolio to shares or commercial property? When should you put a property retirement plan in place? Can a property portfolio be a source of income in retirement? Is it bad to have a mortgage or investment loan in retirement? How property mixes with your other buckets of investments: Super, offset accounts, shares and bonds Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (15% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 8th of April 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices When you've spent a lifetime building up your property portfolio, how do you retire?


    When you have 2 or 5 or more properties, how should you manage that for ongoing income and rental yield?


    In the final episode [5/5] of Rask's Property Investor podcast mini-series on The Australian Investors Podcast, featuring Owen Rask and Wealthful founder and mortgage broker Chris Bates, we tackle the topic of transitioning out of a property portfolio.


    The investors discuss:

    • How should you transition from a property heavy portfolio
    • Should you shift your residential property portfolio to shares or commercial property?
    • When should you put a property retirement plan in place?
    • Can a property portfolio be a source of income in retirement?
    • Is it bad to have a mortgage or investment loan in retirement?
    • How property mixes with your other buckets of investments: Super, offset accounts, shares and bonds


    Watch the video version on the Rask Australia YouTube page.


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies.


    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)


    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (15% off)

    📱 Free 15-day trial


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: 8th of April 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1597 no     🏋️ Investment checklists | Free investment checklist downloads [10/10] https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ I firmly believe that being good at long-term investing is as much about 'the artful' as it is about 'the science'. However, too much of one and not enough of the other can lead you astray. For example, if you believe the best way to invest is to take 5 stock valuation ratios and buy the shares, you will be rudely surprised. Conversely, if you disregard profitability or management's capital allocation, your portfolio will probably become the graveyard of empty promises. Stepping backward for a moment, if we also consider that investing is also a deeply personal endeavour, we then have to appreciate behaviour plays a very big role in our outcomes. Since every human being is fallible, even Warren Buffett or Elon Musk, using some type of scientific rule to keep us on track is important. For me, using an investment checklist that allows me to filter companies, track my results and improve over time is paramount. I use a 5-point investment checklist (which is included as a PDF in the show notes) to remind me that I'm looking for companies I understand, with competitive advantages, good management, some growth -- and a reasonable valuation. When it comes to individual companies, I use another checklist. The full checklist includes 40-50 different points, targeting these 5 areas. We built the checklist using our experience in finding good companies and also from our failures. The checklist helps us score companies across every one of our 5 areas, while also spotting for errors. In the show notes, I have included a small snippet of the checklist. This snippet only shows one part of the checklist, on a company's product, and gives you an illustration of what we do. I cover the full checklist, using examples like ARB Corp (ASX: ARB), Xero Limited (ASX: XRO) or Magellan Financial Group (ASX: MFG), in our Value Investor Program. Access the Value Investor Program and use the coupon code "bootcamp" to save $100 on the joining fee for the full curriculum! Thanks for taking part in our 10-part Investor Bootcamp! Please reach out to me if you have any questions and please leave me a 5-star review on Apple Podcasts. It makes a huge difference in helping people find us. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 27 May 2022 21:00:00 -0000 full 4 46 Rask Welcome to Part 10/10 of the Investor Bootcamp mini-series on The Australian Investors Podcast! In this podcast, I walk through the importance of an investment checklist, showcase some examples and provide a discount on our Value Investor Program. I firmly believe that being good at long-term investing is as much about 'the artful' as it is about 'the science'. However, too much of one and not enough of the other can lead you astray. For example, if you believe the best way to invest is to take 5 stock valuation ratios and buy the shares, you will be rudely surprised. Conversely, if you disregard profitability or management's capital allocation, your portfolio will probably become the graveyard of empty promises. Stepping backward for a moment, if we also consider that investing is also a deeply personal endeavour, we then have to appreciate behaviour plays a very big role in our outcomes. Since every human being is fallible, even Warren Buffett or Elon Musk, using some type of scientific rule to keep us on track is important. For me, using an investment checklist that allows me to filter companies, track my results and improve over time is paramount. I use a 5-point investment checklist (which is included as a PDF in the show notes) to remind me that I'm looking for companies I understand, with competitive advantages, good management, some growth -- and a reasonable valuation. When it comes to individual companies, I use another checklist. The full checklist includes 40-50 different points, targeting these 5 areas. We built the checklist using our experience in finding good companies and also from our failures. The checklist helps us score companies across every one of our 5 areas, while also spotting for errors. In the show notes, I have included a small snippet of the checklist. This snippet only shows one part of the checklist, on a company's product, and gives you an illustration of what we do. I cover the full checklist, using examples like ARB Corp (ASX: ARB), Xero Limited (ASX: XRO) or Magellan Financial Group (ASX: MFG), in our Value Investor Program. Access the Value Investor Program and use the coupon code "bootcamp" to save $100 on the joining fee for the full curriculum! Thanks for taking part in our 10-part Investor Bootcamp! Please reach out to me if you have any questions and please leave me a 5-star review on Apple Podcasts. It makes a huge difference in helping people find us. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: Learn more about your ad choices. Visit megaphone.fm/adchoices I firmly believe that being good at long-term investing is as much about 'the artful' as it is about 'the science'. However, too much of one and not enough of the other can lead you astray.


    For example, if you believe the best way to invest is to take 5 stock valuation ratios and buy the shares, you will be rudely surprised. Conversely, if you disregard profitability or management's capital allocation, your portfolio will probably become the graveyard of empty promises.


    Stepping backward for a moment, if we also consider that investing is also a deeply personal endeavour, we then have to appreciate behaviour plays a very big role in our outcomes. Since every human being is fallible, even Warren Buffett or Elon Musk, using some type of scientific rule to keep us on track is important.


    For me, using an investment checklist that allows me to filter companies, track my results and improve over time is paramount. I use a 5-point investment checklist (which is included as a PDF in the show notes) to remind me that I'm looking for companies I understand, with competitive advantages, good management, some growth -- and a reasonable valuation.


    When it comes to individual companies, I use another checklist. The full checklist includes 40-50 different points, targeting these 5 areas. We built the checklist using our experience in finding good companies and also from our failures. The checklist helps us score companies across every one of our 5 areas, while also spotting for errors.

    In the show notes, I have included a small snippet of the checklist. This snippet only shows one part of the checklist, on a company's product, and gives you an illustration of what we do. I cover the full checklist, using examples like ARB Corp (ASX: ARB), Xero Limited (ASX: XRO) or Magellan Financial Group (ASX: MFG), in our Value Investor Program.


    Access the Value Investor Program and use the coupon code "bootcamp" to save $100 on the joining fee for the full curriculum!


    Thanks for taking part in our 10-part Investor Bootcamp! Please reach out to me if you have any questions and please leave me a 5-star review on Apple Podcasts. It makes a huge difference in helping people find us.


    Watch the video version on the Rask Australia YouTube page.


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies.

    Join The Intelligent Investor & save


    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)


    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1780 no     🏚 How to build a property portfolio (and why you should be careful!) | Property Investor series ft. Chris Bates [4/5] https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Welcome to the fourth episode in Rask's Property Investor podcast mini-series on The Australian Investors Podcast, featuring Owen Rask and Wealthful founder and mortgage broker Chris Bates. In this podcast, Chris Bates and Owen Rask talk about the weaknesses and issues involved in building a big portfolio of properties. This is part 4 of 5 of our property investing mini-series. In episode four, Chris Bates and Owen Rask detail why owning multiple investment properties, over just a couple, can be a problem. The investors discuss: You need high incomes Building equity smart is essential You'll need trusted advisers: brokers, accountants, advisers & advocates Buying in quality areas is a must There's a need to constantly/carefully manage debt loads throughout the cycle Chris also talks at length about interest-only (IO) versus principal & interest (P&I), which property to sell first in case of emergency and why people use SMSFs. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (15% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 8th of April 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 25 May 2022 05:30:00 -0000 full 4 45 Rask We've all heard the stories of the property investor with heaps of properties. Apartments & units for income. Some townhouses and development here or there. Sounds good... right? Welcome to the fourth episode in Rask's Property Investor podcast mini-series on The Australian Investors Podcast, featuring Owen Rask and Wealthful founder and mortgage broker Chris Bates. In this podcast, Chris Bates and Owen Rask talk about the weaknesses and issues involved in building a big portfolio of properties. This is part 4 of 5 of our property investing mini-series. In episode four, Chris Bates and Owen Rask detail why owning multiple investment properties, over just a couple, can be a problem. The investors discuss: You need high incomes Building equity smart is essential You'll need trusted advisers: brokers, accountants, advisers & advocates Buying in quality areas is a must There's a need to constantly/carefully manage debt loads throughout the cycle Chris also talks at length about interest-only (IO) versus principal & interest (P&I), which property to sell first in case of emergency and why people use SMSFs. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (15% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 8th of April 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Welcome to the fourth episode in Rask's Property Investor podcast mini-series on The Australian Investors Podcast, featuring Owen Rask and Wealthful founder and mortgage broker Chris Bates.


    In this podcast, Chris Bates and Owen Rask talk about the weaknesses and issues involved in building a big portfolio of properties.


    This is part 4 of 5 of our property investing mini-series.


    In episode four, Chris Bates and Owen Rask detail why owning multiple investment properties, over just a couple, can be a problem. The investors discuss:

    1. You need high incomes
    2. Building equity smart is essential
    3. You'll need trusted advisers: brokers, accountants, advisers & advocates
    4. Buying in quality areas is a must
    5. There's a need to constantly/carefully manage debt loads throughout the cycle


    Chris also talks at length about interest-only (IO) versus principal & interest (P&I), which property to sell first in case of emergency and why people use SMSFs.


    Watch the video version on the Rask Australia YouTube page.


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies.


    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)


    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (15% off)

    📱 Free 15-day trial


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: 8th of April 2022


    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2204 no     🏋️ Luke Winchester's 5 reasons to follow ASX small caps & 3 questions for every CEO https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ 🏋️ Click here to download Owen's free Investor Bootcamp training manual In this Investor Bootcamp episode on The Australian Investors Podcast, Owen and Luke dive into the exciting and often volatile yet fascinating segment of small company investing. After that, Owen and Luke talk about the importance of assessing management teams. Owen asked Luke to prepare his 5 favourite reasons why small company investing is compelling and the 3 questions he always asks management. Here's what Luke Winchester said: Luke's 5 reasons to look at small caps: Less coverage from analysts and media commentary Simpler business models, usually only one product/service and geography Companies are usually underearning, so classic valuation metrics (P/E, DCF) don't work well, forcing you to think deeper about business and valuation There is a bigger variance in outcomes, which means analysis can add more value (when correct!) It's easier to access management, as most small-cap CEO's are happy to chat about their business even with small retail shareholders. Luke Winchester's key questions for management are: Who are your competitors and why would customers choose them? What are the biggest challenges facing the business over the next year or two? How are you judging your performance internally and how can I track that externally? Resources: Luke's first appearance on The Australian Investors Podcast Visit Merewether Capital Follow Luke on Twitter Follow Owen on Twitter Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) ➜ Get free and premium online investing courses Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (15% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 17th of May 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 20 May 2022 21:00:00 -0000 full 4 44 Rask Small-cap investing expert Luke Winchester from Merewether Capital joins Owen Rask for this exclusive investing discussion on management teams and ASX small-cap share investing. 🏋️ Click here to download Owen's free Investor Bootcamp training manual In this Investor Bootcamp episode on The Australian Investors Podcast, Owen and Luke dive into the exciting and often volatile yet fascinating segment of small company investing. After that, Owen and Luke talk about the importance of assessing management teams. Owen asked Luke to prepare his 5 favourite reasons why small company investing is compelling and the 3 questions he always asks management. Here's what Luke Winchester said: Luke's 5 reasons to look at small caps: Less coverage from analysts and media commentary Simpler business models, usually only one product/service and geography Companies are usually underearning, so classic valuation metrics (P/E, DCF) don't work well, forcing you to think deeper about business and valuation There is a bigger variance in outcomes, which means analysis can add more value (when correct!) It's easier to access management, as most small-cap CEO's are happy to chat about their business even with small retail shareholders. Luke Winchester's key questions for management are: Who are your competitors and why would customers choose them? What are the biggest challenges facing the business over the next year or two? How are you judging your performance internally and how can I track that externally? Resources: Luke's first appearance on The Australian Investors Podcast Visit Merewether Capital Follow Luke on Twitter Follow Owen on Twitter Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) ➜ Get free and premium online investing courses Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (15% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 17th of May 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices 🏋️ Click here to download Owen's free Investor Bootcamp training manual


    In this Investor Bootcamp episode on The Australian Investors Podcast, Owen and Luke dive into the exciting and often volatile yet fascinating segment of small company investing. After that, Owen and Luke talk about the importance of assessing management teams.

    Owen asked Luke to prepare his 5 favourite reasons why small company investing is compelling and the 3 questions he always asks management. Here's what Luke Winchester said:

    Luke's 5 reasons to look at small caps:

    1. Less coverage from analysts and media commentary
    2. Simpler business models, usually only one product/service and geography
    3. Companies are usually underearning, so classic valuation metrics (P/E, DCF) don't work well, forcing you to think deeper about business and valuation
    4. There is a bigger variance in outcomes, which means analysis can add more value (when correct!)
    5. It's easier to access management, as most small-cap CEO's are happy to chat about their business even with small retail shareholders.

    Luke Winchester's key questions for management are:

    1. Who are your competitors and why would customers choose them?
    2. What are the biggest challenges facing the business over the next year or two?
    3. How are you judging your performance internally and how can I track that externally?

    Resources:

    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)

    ➜ Get free and premium online investing courses


    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (15% off)

    📱 Free 15-day trial

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: 17th of May 2022



    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3053 no     🏚 How to invest in your 1st property (start here) | Property Investor series ft. Chris Bates https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Investing in property for the first time? Want to know how to get started investing in property in Melbourne, Sydney, Brisbane, Perth or Adelaide? Welcome to the third Property Investor podcast mini-series on The Australian Investors Podcast, featuring Owen Rask and Wealthful founder and mortgage broker Chris Bates. This is part 3 of 5 of our property investing mini-series. In episode three, Chris Bates and Owen Rask discuss property investing for the first time, including: 1. What is a quality property investment? 2. Why it's dangerous to invest in too many properties at once 3. Why property investors should focus on growth over income 4. The lifestyle benefits of owning just one or two quality properties 5. Why buy and hold quality assets works Resources: Owen Rask on Twitter - https://twitter.com/owenrask Wealthful website - https://bit.ly/property-series Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (15% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 8th of April 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 19 May 2022 06:19:00 -0000 full 4 43 Rask Investing in property for the first time? Want to know how to get started investing in property in Melbourne, Sydney, Brisbane, Perth or Adelaide? Investing in property for the first time? Want to know how to get started investing in property in Melbourne, Sydney, Brisbane, Perth or Adelaide? Welcome to the third Property Investor podcast mini-series on The Australian Investors Podcast, featuring Owen Rask and Wealthful founder and mortgage broker Chris Bates. This is part 3 of 5 of our property investing mini-series. In episode three, Chris Bates and Owen Rask discuss property investing for the first time, including: 1. What is a quality property investment? 2. Why it's dangerous to invest in too many properties at once 3. Why property investors should focus on growth over income 4. The lifestyle benefits of owning just one or two quality properties 5. Why buy and hold quality assets works Resources: Owen Rask on Twitter - https://twitter.com/owenrask Wealthful website - https://bit.ly/property-series Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (15% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 8th of April 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Investing in property for the first time? Want to know how to get started investing in property in Melbourne, Sydney, Brisbane, Perth or Adelaide?


    Welcome to the third Property Investor podcast mini-series on The Australian Investors Podcast, featuring Owen Rask and Wealthful founder and mortgage broker Chris Bates.


    This is part 3 of 5 of our property investing mini-series.


    In episode three, Chris Bates and Owen Rask discuss property investing for the first time, including:

    1. What is a quality property investment?

    2. Why it's dangerous to invest in too many properties at once

    3. Why property investors should focus on growth over income

    4. The lifestyle benefits of owning just one or two quality properties

    5. Why buy and hold quality assets works


    Resources:

    Owen Rask on Twitter - https://twitter.com/owenrask

    Wealthful website - https://bit.ly/property-series


    Watch the video version on the Rask Australia YouTube page.


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies.


    Join The Intelligent Investor & save


    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):


    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)


    Access Alan Kohler’s Eureka Report

    Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

    🗞 Click here to join today (15% off)

    📱 Free 15-day trial


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Date recorded: 8th of April 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1909 no     Retired at 33, election promises, start-ups & teaching your kids about money, ft. Pete Wargent https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Pete Wargent is one of Australia's leading experts on property investing, wealth creation, financial education and independence, and the economy. He has authored multiple books, and regularly presents at conferences or on television. Most recently, Pete Wargent has gone back into business with his co-founder Doron Peleg to start a property platform known as BuyersBuyers. BuyersBuyers connects you with top Buyer's Agents from around Australia at more affordable rates than the industry. In this podcast, Pete talks us through the idea of the company, what problem they're solving and how the business is coming together. I want to call out that Pete and Doron are currently undertaking a capital raising, so if you're interested in learning more, please reach out to him via the links in the show notes. Resources: Message Pete on Twitter or LinkedIn Buyerbuyers website Book: Wealth Ways for the Young Pete's first podcast with Owen Owen's Twitter Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 18th May 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 18 May 2022 05:30:00 -0000 full 4 42 Rask Pete Wargent joins Owen Rask on The Australian Investors Podcast to talk about rising interest rates, inflation, election promises for property buyers from Liberals & Labor, Pete's start-up and teaching kids about money. Pete Wargent is one of Australia's leading experts on property investing, wealth creation, financial education and independence, and the economy. He has authored multiple books, and regularly presents at conferences or on television. Most recently, Pete Wargent has gone back into business with his co-founder Doron Peleg to start a property platform known as BuyersBuyers. BuyersBuyers connects you with top Buyer's Agents from around Australia at more affordable rates than the industry. In this podcast, Pete talks us through the idea of the company, what problem they're solving and how the business is coming together. I want to call out that Pete and Doron are currently undertaking a capital raising, so if you're interested in learning more, please reach out to him via the links in the show notes. Resources: Message Pete on Twitter or LinkedIn Buyerbuyers website Book: Wealth Ways for the Young Pete's first podcast with Owen Owen's Twitter Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 18th May 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Pete Wargent is one of Australia's leading experts on property investing, wealth creation, financial education and independence, and the economy. He has authored multiple books, and regularly presents at conferences or on television.


    Most recently, Pete Wargent has gone back into business with his co-founder Doron Peleg to start a property platform known as BuyersBuyers.


    BuyersBuyers connects you with top Buyer's Agents from around Australia at more affordable rates than the industry.

    In this podcast, Pete talks us through the idea of the company, what problem they're solving and how the business is coming together. I want to call out that Pete and Doron are currently undertaking a capital raising, so if you're interested in learning more, please reach out to him via the links in the show notes.


    Resources:


    Watch the video version on the Rask Australia YouTube page.


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies.


    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: 18th May 2022


    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3228 no     🏋️ Fantastic moats (and where to find them) https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Investor Bootcamp episode on The Australian Investors Podcast, Owen Rask dives deep into competitive advantages, otherwise known as "moats". Topics covered include: What is a moat? Morningstar's 5 moat ratings: Network effects Efficient scale Intangible assets Cost advantage Switching costs Where wide, narrow and no moat companies are found How moats are measured (ROIC - WACC) Why the airline industry sucks... capital away from investors How dominant wide-moat companies like Microsoft or Xero can grow more powerful as they grow Some of companies mentioned include: Xero Limited (ASX: XRO) Microsoft Corp (NASDAQ: MSFT) Qantas Airways (ASX: QAN) Virgin Airways Flight Centre Travel Management Ltd (ASX: FLT) Woolworths Ltd (ASX: WOW) Coles Group (ASX: COL) APA Group (pipeline operator) Download Owen's Investor Bootcamp training manual: https://bit.ly/rask-analyst Resources: Please see the investor bootcamp for images & graphics Book: Gorilla Game: Investing in High Techonology Books from Porter: Competitive Strategy (1980), Competitive Advantage (1985) and Harvard Business Review’s 10 Must Reads – On Strategy David Gardner Snap Test Owen's Value Investor Program Which tools are your favourite? Let us know: Owen’s Twitter: https://twitter.com/owenrask Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Get $100 off at checkout using the code: VALUEINVESTOR. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 13th of May 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 13 May 2022 21:00:00 -0000 full 4 41 Rask In this Investor Bootcamp episode on The Australian Investors Podcast, Owen Rask dives deep into competitive advantages, otherwise known as "moats". In this Investor Bootcamp episode on The Australian Investors Podcast, Owen Rask dives deep into competitive advantages, otherwise known as "moats". Topics covered include: What is a moat? Morningstar's 5 moat ratings: Network effects Efficient scale Intangible assets Cost advantage Switching costs Where wide, narrow and no moat companies are found How moats are measured (ROIC - WACC) Why the airline industry sucks... capital away from investors How dominant wide-moat companies like Microsoft or Xero can grow more powerful as they grow Some of companies mentioned include: Xero Limited (ASX: XRO) Microsoft Corp (NASDAQ: MSFT) Qantas Airways (ASX: QAN) Virgin Airways Flight Centre Travel Management Ltd (ASX: FLT) Woolworths Ltd (ASX: WOW) Coles Group (ASX: COL) APA Group (pipeline operator) Download Owen's Investor Bootcamp training manual: https://bit.ly/rask-analyst Resources: Please see the investor bootcamp for images & graphics Book: Gorilla Game: Investing in High Techonology Books from Porter: Competitive Strategy (1980), Competitive Advantage (1985) and Harvard Business Review’s 10 Must Reads – On Strategy David Gardner Snap Test Owen's Value Investor Program Which tools are your favourite? Let us know: Owen’s Twitter: https://twitter.com/owenrask Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Get $100 off at checkout using the code: VALUEINVESTOR. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 13th of May 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices In this Investor Bootcamp episode on The Australian Investors Podcast, Owen Rask dives deep into competitive advantages, otherwise known as "moats".


    Topics covered include:

    • What is a moat?
    • Morningstar's 5 moat ratings:
    • Network effects
    • Efficient scale
    • Intangible assets
    • Cost advantage
    • Switching costs
    • Where wide, narrow and no moat companies are found
    • How moats are measured (ROIC - WACC)
    • Why the airline industry sucks... capital away from investors
    • How dominant wide-moat companies like Microsoft or Xero can grow more powerful as they grow

    Some of companies mentioned include:

    • Xero Limited (ASX: XRO)
    • Microsoft Corp (NASDAQ: MSFT)
    • Qantas Airways (ASX: QAN)
    • Virgin Airways
    • Flight Centre Travel Management Ltd (ASX: FLT)
    • Woolworths Ltd (ASX: WOW)
    • Coles Group (ASX: COL)
    • APA Group (pipeline operator)


    Download Owen's Investor Bootcamp training manual: https://bit.ly/rask-analyst


    Resources:

    • Please see the investor bootcamp for images & graphics
    • Book: Gorilla Game: Investing in High Techonology
    • Books from Porter: Competitive Strategy (1980), Competitive Advantage (1985) and Harvard Business Review’s 10 Must Reads – On Strategy
    • David Gardner Snap Test
    • Owen's Value Investor Program


    Which tools are your favourite? Let us know:

    Owen’s Twitter: https://twitter.com/owenrask


    Watch the video version on the Rask Australia YouTube page.


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies.


    Get $100 off at checkout using the code: VALUEINVESTOR.


    Join The Intelligent Investor & save


    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):


    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: 13th of May 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1843 no     Inside Australian Cryptocurrency ETFs, ft. Ophelia Snyder | Bitcoin (EBTC) & Ethereum (EETH) Launch https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Cryptocurrency ETFs are now live and trading in Australia, with ETF providers including ETF Securities and 21 Shares launching their Bitcoin ETF (CBOE: EBTC) and Ethereum ETF (CBOE: EETH). This Australian Investors Podcast episode was recorded in December 2021 and features Kanish Chugh, of ETF Securities, and Ophelia Snyder, co-founder of 21 Shares. This podcast on cryptocurrency ETFs is split into two parts: ~3:00 Part 1) Kanish Chugh talks about his firm's two new crypto ETFs, being EETH & EBTC, how crypto ETFs are constructed, custody of Bitcoin and Ethereum, and the security protocols in place. ~16:00 - Part 2) 21 Shares' Ophelia Snyder talks about her journey, provides an overview why blockchain technologies exist, how Bitcoin differs to Ethereum, NFTs and the different ways people can buy and hold cryptocurrencies. Resources: Learn more about the Bitcoin & Ethereum ETFs Reach out to Owen on Twitter Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Get $100 off at checkout using the code: VALUEINVESTOR. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: December 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 12 May 2022 07:00:00 -0000 full 4 40 Rask Cryptocurrency ETFs are now live and trading in Australia, with ETF providers including ETF Securities and 21 Shares launching their Bitcoin ETF (CBOE: EBTC) and Ethereum ETF (CBOE: EETH). Cryptocurrency ETFs are now live and trading in Australia, with ETF providers including ETF Securities and 21 Shares launching their Bitcoin ETF (CBOE: EBTC) and Ethereum ETF (CBOE: EETH). This Australian Investors Podcast episode was recorded in December 2021 and features Kanish Chugh, of ETF Securities, and Ophelia Snyder, co-founder of 21 Shares. This podcast on cryptocurrency ETFs is split into two parts: ~3:00 Part 1) Kanish Chugh talks about his firm's two new crypto ETFs, being EETH & EBTC, how crypto ETFs are constructed, custody of Bitcoin and Ethereum, and the security protocols in place. ~16:00 - Part 2) 21 Shares' Ophelia Snyder talks about her journey, provides an overview why blockchain technologies exist, how Bitcoin differs to Ethereum, NFTs and the different ways people can buy and hold cryptocurrencies. Resources: Learn more about the Bitcoin & Ethereum ETFs Reach out to Owen on Twitter Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Get $100 off at checkout using the code: VALUEINVESTOR. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: December 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices Cryptocurrency ETFs are now live and trading in Australia, with ETF providers including ETF Securities and 21 Shares launching their Bitcoin ETF (CBOE: EBTC) and Ethereum ETF (CBOE: EETH).


    This Australian Investors Podcast episode was recorded in December 2021 and features Kanish Chugh, of ETF Securities, and Ophelia Snyder, co-founder of 21 Shares.


    This podcast on cryptocurrency ETFs is split into two parts:


    ~3:00 Part 1) Kanish Chugh talks about his firm's two new crypto ETFs, being EETH & EBTC, how crypto ETFs are constructed, custody of Bitcoin and Ethereum, and the security protocols in place.


    ~16:00 - Part 2) 21 Shares' Ophelia Snyder talks about her journey, provides an overview why blockchain technologies exist, how Bitcoin differs to Ethereum, NFTs and the different ways people can buy and hold cryptocurrencies.


    Resources:


    Watch the video version on the Rask Australia YouTube page.


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies.


    Get $100 off at checkout using the code: VALUEINVESTOR.


    Join The Intelligent Investor & save


    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: December 2021

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3929 no     🏚 Property upgrades (done right) | how to upgrade your property investments | Property Investor series [2/5] https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Welcome to the second Property Investor podcast mini series on The Australian Investors Podcast, featuring Owen Rask and Wealthful founder and mortgage broker Chris Bates.This is part 2 of 5 of our property investing mini series. In episode two, Chris Bates and Owen Rask discuss upgrading (e.g. from first property to inner city) in detail, including: Do I buy first or sell first? Bridging loans - do they work? Should you buy a house as an investment before you need it? What is a "sister city" and why do they count? Big builds and the "profitless boom": Construction loans Renovations Fixed price contracts Resources: Owen Rask on Twitter Wealthful website Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Get $100 off at checkout using the code: VALUEINVESTOR. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: April 8th 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 11 May 2022 06:00:00 -0000 full 4 39 Rask Welcome to the second Property Investor podcast mini series on The Australian Investors Podcast, featuring Owen Rask and Wealthful founder and mortgage broker Chris Bates.This is part 2 of 5 of our property investing mini series. Welcome to the second Property Investor podcast mini series on The Australian Investors Podcast, featuring Owen Rask and Wealthful founder and mortgage broker Chris Bates.This is part 2 of 5 of our property investing mini series. In episode two, Chris Bates and Owen Rask discuss upgrading (e.g. from first property to inner city) in detail, including: Do I buy first or sell first? Bridging loans - do they work? Should you buy a house as an investment before you need it? What is a "sister city" and why do they count? Big builds and the "profitless boom": Construction loans Renovations Fixed price contracts Resources: Owen Rask on Twitter Wealthful website Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Get $100 off at checkout using the code: VALUEINVESTOR. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: April 8th 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Welcome to the second Property Investor podcast mini series on The Australian Investors Podcast, featuring Owen Rask and Wealthful founder and mortgage broker Chris Bates.This is part 2 of 5 of our property investing mini series.


    In episode two, Chris Bates and Owen Rask discuss upgrading (e.g. from first property to inner city) in detail, including:

    1. Do I buy first or sell first?
    2. Bridging loans - do they work?
    3. Should you buy a house as an investment before you need it?
    4. What is a "sister city" and why do they count?
    5. Big builds and the "profitless boom":
    6. Construction loans
    7. Renovations
    8. Fixed price contracts


    Resources:


    Watch the video version on the Rask Australia YouTube page.


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Get $100 off at checkout using the code: VALUEINVESTOR.


    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: April 8th 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1949 no     🏋️ Understanding Investing Biases & Mental Models https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Investing biases are incredibly powerful, so it's vital we understand them. It's only then we can use mental models and frameworks to control or empower, our investing. In this short podcast, I take you through some of the most common and powerful biases, such as confirmation biases, recency biases, linear thinking, loss aversion and more.To learn more about these concepts, I strongly encourage you to take advantage of these resources. Download Owen's Investor Bootcamp training manual: https://bit.ly/rask-analyst Resources: Investing: The Last Liberal Art Influence: The Psychology of Persuasion Poor Charlie’s Almanack Munger’s speech: The Psychology of Human Misjudgement Farnam St Blog Which tools are your favourite? Let us know: Owen’s Twitter: https://twitter.com/owenrask Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Get $100 off at checkout using the code: VALUEINVESTOR. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 5th of May 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 06 May 2022 21:00:00 -0000 full 4 38 Rask Investing biases are incredibly powerful, so it's vital we understand them. It's only then we can use mental models and frameworks to control or empower, your investing. Investing biases are incredibly powerful, so it's vital we understand them. It's only then we can use mental models and frameworks to control or empower, our investing. In this short podcast, I take you through some of the most common and powerful biases, such as confirmation biases, recency biases, linear thinking, loss aversion and more.To learn more about these concepts, I strongly encourage you to take advantage of these resources. Download Owen's Investor Bootcamp training manual: https://bit.ly/rask-analyst Resources: Investing: The Last Liberal Art Influence: The Psychology of Persuasion Poor Charlie’s Almanack Munger’s speech: The Psychology of Human Misjudgement Farnam St Blog Which tools are your favourite? Let us know: Owen’s Twitter: https://twitter.com/owenrask Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Get $100 off at checkout using the code: VALUEINVESTOR. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 5th of May 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Investing biases are incredibly powerful, so it's vital we understand them. It's only then we can use mental models and frameworks to control or empower, our investing.


    In this short podcast, I take you through some of the most common and powerful biases, such as confirmation biases, recency biases, linear thinking, loss aversion and more.To learn more about these concepts, I strongly encourage you to take advantage of these resources.


    Download Owen's Investor Bootcamp training manual: https://bit.ly/rask-analyst


    Resources:


    Which tools are your favourite? Let us know:


    Owen’s Twitter: https://twitter.com/owenrask


    Watch the video version on the Rask Australia YouTube page.


    Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies.


    Get $100 off at checkout using the code: VALUEINVESTOR.


    Join The Intelligent Investor & save


    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):


    📈 Click here for a free 15-day trial

    💸 Click here to join today ($100 off)


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: 5th of May 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1323 no     🏚 Property Investing 101 | Property Investor series [1/5] https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Welcome to the Property Investor podcast mini series on The Australian Investors Podcast, featuring Owen Rask and mortgage broker Chris Bates.This is part 1 of 5 of our property investing mini series. In episode one, Chris Bates and Owen Rask discuss: Why property is different to other asset classes The historical of performance of property Inflation, rates & property How property investing goes bad Why property is solely a play on capital growth The taxable nature of property investing Resources: Owen Rask on Twitter Wealthful website Watch the video version on the Rask Australia YouTube page. Take Owen's Value Investor Program (USE CODE 'LEVELUP' FOR $100 OFF): education.rask.com.au/courses/value-investor-program-course-with-equity-mates Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required), by heading to: Join today ($100 off): https://www.rask.com.au/ii-100?utm_source=AIP Free 15-day trial: https://www.rask.com.au/ii-trial?utm_source=AIP If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 03 May 2022 05:33:00 -0000 full 4 37 Rask Welcome to the Property Investor podcast mini series on The Australian Investors Podcast, featuring Owen Rask and mortgage broker Chris Bates.This is part 1 of 5 of our property investing mini series. Welcome to the Property Investor podcast mini series on The Australian Investors Podcast, featuring Owen Rask and mortgage broker Chris Bates.This is part 1 of 5 of our property investing mini series. In episode one, Chris Bates and Owen Rask discuss: Why property is different to other asset classes The historical of performance of property Inflation, rates & property How property investing goes bad Why property is solely a play on capital growth The taxable nature of property investing Resources: Owen Rask on Twitter Wealthful website Watch the video version on the Rask Australia YouTube page. Take Owen's Value Investor Program (USE CODE 'LEVELUP' FOR $100 OFF): education.rask.com.au/courses/value-investor-program-course-with-equity-mates Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required), by heading to: Join today ($100 off): https://www.rask.com.au/ii-100?utm_source=AIP Free 15-day trial: https://www.rask.com.au/ii-trial?utm_source=AIP If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Welcome to the Property Investor podcast mini series on The Australian Investors Podcast, featuring Owen Rask and mortgage broker Chris Bates.This is part 1 of 5 of our property investing mini series.


    In episode one, Chris Bates and Owen Rask discuss:

    • Why property is different to other asset classes
    • The historical of performance of property
    • Inflation, rates & property
    • How property investing goes bad
    • Why property is solely a play on capital growth
    • The taxable nature of property investing

    Resources:


    Watch the video version on the Rask Australia YouTube page.


    Take Owen's Value Investor Program (USE CODE 'LEVELUP' FOR $100 OFF): education.rask.com.au/courses/value-investor-program-course-with-equity-mates


    Join The Intelligent Investor & save


    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required), by heading to:


    Join today ($100 off): https://www.rask.com.au/ii-100?utm_source=AIP

    Free 15-day trial: https://www.rask.com.au/ii-trial?utm_source=AIP


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2494 no     📈 Become a value investor with Equity Mates and Owen Rask https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Do you want to invest like an analyst and learn to value individual companies? Is value investing dead? What’s on Owen’s watchlist? In this special crossover episode between Rask Australia and Equity Mates, Owen Rask and Bryce & Alec from Equity Mates, announce the launch of the Value Investor Program, a new program designed to give you all of the tools and knowledge you need to invest successfully in companies and develop your curiosity. Plus, Owen discusses whether value investing is dead, mental biases we face as investors, and an overview of an ASX company on his watchlist. Take the Value Investor Program (USE CODE 'VALUEINVESTOR' FOR $100 OFF): education.rask.com.au/courses/value-investor-program-course-with-equity-mates Get Started Investing with Equity Mates: education.rask.com.au/courses/get-started-investing-equity-mates Watch the video version on the Rask Australia YouTube page. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required), by heading to: Join today ($100 off): https://www.rask.com.au/ii-100?utm_source=AIP Free 15-day trial: https://www.rask.com.au/ii-trial?utm_source=AIP If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: April 22 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 02 May 2022 06:00:00 -0000 full 4 35 Rask In this episode of The Australian Investors Podcast, Owen Rask and Bryce & Alec from Equity Mates, announce the Value Investor Program, discuss a growth stock and whether value investing is dead. Do you want to invest like an analyst and learn to value individual companies? Is value investing dead? What’s on Owen’s watchlist? In this special crossover episode between Rask Australia and Equity Mates, Owen Rask and Bryce & Alec from Equity Mates, announce the launch of the Value Investor Program, a new program designed to give you all of the tools and knowledge you need to invest successfully in companies and develop your curiosity. Plus, Owen discusses whether value investing is dead, mental biases we face as investors, and an overview of an ASX company on his watchlist. Take the Value Investor Program (USE CODE 'VALUEINVESTOR' FOR $100 OFF): education.rask.com.au/courses/value-investor-program-course-with-equity-mates Get Started Investing with Equity Mates: education.rask.com.au/courses/get-started-investing-equity-mates Watch the video version on the Rask Australia YouTube page. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required), by heading to: Join today ($100 off): https://www.rask.com.au/ii-100?utm_source=AIP Free 15-day trial: https://www.rask.com.au/ii-trial?utm_source=AIP If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: April 22 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Do you want to invest like an analyst and learn to value individual companies? Is value investing dead? What’s on Owen’s watchlist?


    In this special crossover episode between Rask Australia and Equity Mates, Owen Rask and Bryce & Alec from Equity Mates, announce the launch of the Value Investor Program, a new program designed to give you all of the tools and knowledge you need to invest successfully in companies and develop your curiosity.


    Plus, Owen discusses whether value investing is dead, mental biases we face as investors, and an overview of an ASX company on his watchlist.


    Take the Value Investor Program (USE CODE 'VALUEINVESTOR' FOR $100 OFF): education.rask.com.au/courses/value-investor-program-course-with-equity-mates


    Get Started Investing with Equity Mates: education.rask.com.au/courses/get-started-investing-equity-mates


    Watch the video version on the Rask Australia YouTube page.


    Join The Intelligent Investor & save

    This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required), by heading to:


    Join today ($100 off): https://www.rask.com.au/ii-100?utm_source=AIP

    Free 15-day trial: https://www.rask.com.au/ii-trial?utm_source=AIP


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: April 22 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2771 no     🏋️ How company valuation works, ft. Ryan Newman, CFA | DCF to CAPM, we've got you covered https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Investor Bootcamp episode on The Australian Investors Podcast, Owen Rask is joined by Ryan Newman, CFA to talk about company valuation. It's everything you need to know about how stock market valuation is done in practice. Download Owen's Investor Bootcamp training manual: https://bit.ly/rask-analyst Topics covered include: What is valuation? Why does it matter? Valuation multiples - the good, bad and ugly Discount rates - how they're calculated in academia v practice, what they mean, the impact of interest rates, etc. Free cash flow calculation - how, what & why? How a DCF works & rules of thumb (incl. rebuilding an income statement and working capital, etc.) Dividend Discount Models (DDM) - when these types of 'cash flow to equity' valuations are used (banks, REITs, annuities, etc.) Where and how Ryan learned about valuation Resources Motley Fool - https://www.fool.com.au Ryan’s Twitter - https://twitter.com/TMFNewmy Morgan Housel - Other Industries presentation: https://www.youtube.com/watch?v=wml0xO4cG8g BCG analysis of stock returns (see the Bootcamp Training Manual) Ryan's preferred book: https://danielcoyle.com/the-talent-code/ Please, leave me a kind review if you like the show! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 29 Apr 2022 21:00:00 -0000 full 4 34 Rask From Discounted Cash Flow (DCF) analysis to dividend models and the Capital Asset Pricing Model (CAPM), we've got you covered. In this Investor Bootcamp episode on The Australian Investors Podcast, Owen Rask is joined by Ryan Newman, CFA to talk about company valuation. It's everything you need to know about how stock market valuation is done in practice. Download Owen's Investor Bootcamp training manual: https://bit.ly/rask-analyst Topics covered include: What is valuation? Why does it matter? Valuation multiples - the good, bad and ugly Discount rates - how they're calculated in academia v practice, what they mean, the impact of interest rates, etc. Free cash flow calculation - how, what & why? How a DCF works & rules of thumb (incl. rebuilding an income statement and working capital, etc.) Dividend Discount Models (DDM) - when these types of 'cash flow to equity' valuations are used (banks, REITs, annuities, etc.) Where and how Ryan learned about valuation Resources Motley Fool - https://www.fool.com.au Ryan’s Twitter - https://twitter.com/TMFNewmy Morgan Housel - Other Industries presentation: https://www.youtube.com/watch?v=wml0xO4cG8g BCG analysis of stock returns (see the Bootcamp Training Manual) Ryan's preferred book: https://danielcoyle.com/the-talent-code/ Please, leave me a kind review if you like the show! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this Investor Bootcamp episode on The Australian Investors Podcast, Owen Rask is joined by Ryan Newman, CFA to talk about company valuation. It's everything you need to know about how stock market valuation is done in practice.


    Download Owen's Investor Bootcamp training manual: https://bit.ly/rask-analyst


    Topics covered include:

    • What is valuation?
    • Why does it matter?
    • Valuation multiples - the good, bad and ugly
    • Discount rates - how they're calculated in academia v practice, what they mean, the impact of interest rates, etc.
    • Free cash flow calculation - how, what & why?
    • How a DCF works & rules of thumb (incl. rebuilding an income statement and working capital, etc.)
    • Dividend Discount Models (DDM) - when these types of 'cash flow to equity' valuations are used (banks, REITs, annuities, etc.)
    • Where and how Ryan learned about valuation


    Resources

    Motley Fool - https://www.fool.com.au

    Ryan’s Twitter - https://twitter.com/TMFNewmy

    Morgan Housel - Other Industries presentation: https://www.youtube.com/watch?v=wml0xO4cG8g

    BCG analysis of stock returns (see the Bootcamp Training Manual)

    Ryan's preferred book: https://danielcoyle.com/the-talent-code/


    Please, leave me a kind review if you like the show!


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4311 no     Interview: Bob Desmond, Claremont Global - High Conviction https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Bob provides an in-depth overview of the investment process at Claremont Global and demonstrates this through a lot of global names. This chat instilled valuable insights into the qualities a business and a management team ought to possess to become truly great. Talking points Introduction - Bob Desmond gives a fascinating rundown of what it was like growing up in his home country, Zimbabwe. 08:15 - Bob's investing career spanning across Zimbabwe, London and Sydney. 24:30 - The Claremont Global investing philosophy starting off with an in-depth discussion about why people and patience are so integral. Companies mentioned include Ross Stores (NASDAQ: ROST) and LVMH (EPA: MC). 36:00 - Why the team at Claremont Global tries to ensure that process and the portfolio are prioritised over one's ego. 40:00 - A different view within the team helped Bob avoid making a mistake (to date) of investing in Alibaba (HKG: 9988). 42:00 - Bob gets stuck into the heavy lifting process of carrying out on the ground research to understand what makes companies so special. He uses Sherwin-Williams (NYSE: SHW) as an illustration. 48:30 - The quick numerical metrics that Claremont Global uses to filter out companies. 56:00 - Bob walks through the compound probability framework to determine the forecastability of businesses. Google (NASDAQ: GOOGL) gets a special mention. 60:00 - How Bob and Claremont Global have curated a list of around 100 investable companies in their universe. 71:00 - What Bob and his team look for in a high-quality management team. 77:00 - Bob uses Meta Platforms (NASDAQ: FB) as a case study where he and the team couldn't attain conviction on the quality of the management team. 79:30 - The valuation metrics applied at Claremont Global. 87:30 - Why Claremont Global takes the view that European and ASX stocks tend to trade at a premium to the US. 90:30 - How Claremont Global monitors potential fade in a company's competitive advantage. 93:00 - The qualities that Bob looks for in a colleague. 102:00 - Bob reveals the people who have had the most influence on him as a person and investor. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! Access Owen's 10 high conviction small cap reccomendations today, with $500 off using the coupon code "AIP". If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: April 13th, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 27 Apr 2022 05:30:00 -0000 full 4 33 Rask Bob Desmond is the Co-Portfolio Manager and Head of Claremont Global. He joins Raymond Jang on The Australian Investors Podcast to share his investing journey and the inner sanctum of Claremont Global. Bob provides an in-depth overview of the investment process at Claremont Global and demonstrates this through a lot of global names. This chat instilled valuable insights into the qualities a business and a management team ought to possess to become truly great. Talking points Introduction - Bob Desmond gives a fascinating rundown of what it was like growing up in his home country, Zimbabwe. 08:15 - Bob's investing career spanning across Zimbabwe, London and Sydney. 24:30 - The Claremont Global investing philosophy starting off with an in-depth discussion about why people and patience are so integral. Companies mentioned include Ross Stores (NASDAQ: ROST) and LVMH (EPA: MC). 36:00 - Why the team at Claremont Global tries to ensure that process and the portfolio are prioritised over one's ego. 40:00 - A different view within the team helped Bob avoid making a mistake (to date) of investing in Alibaba (HKG: 9988). 42:00 - Bob gets stuck into the heavy lifting process of carrying out on the ground research to understand what makes companies so special. He uses Sherwin-Williams (NYSE: SHW) as an illustration. 48:30 - The quick numerical metrics that Claremont Global uses to filter out companies. 56:00 - Bob walks through the compound probability framework to determine the forecastability of businesses. Google (NASDAQ: GOOGL) gets a special mention. 60:00 - How Bob and Claremont Global have curated a list of around 100 investable companies in their universe. 71:00 - What Bob and his team look for in a high-quality management team. 77:00 - Bob uses Meta Platforms (NASDAQ: FB) as a case study where he and the team couldn't attain conviction on the quality of the management team. 79:30 - The valuation metrics applied at Claremont Global. 87:30 - Why Claremont Global takes the view that European and ASX stocks tend to trade at a premium to the US. 90:30 - How Claremont Global monitors potential fade in a company's competitive advantage. 93:00 - The qualities that Bob looks for in a colleague. 102:00 - Bob reveals the people who have had the most influence on him as a person and investor. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! Access Owen's 10 high conviction small cap reccomendations today, with $500 off using the coupon code "AIP". If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: April 13th, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Bob provides an in-depth overview of the investment process at Claremont Global and demonstrates this through a lot of global names.


    This chat instilled valuable insights into the qualities a business and a management team ought to possess to become truly great.


    Talking points

    Introduction - Bob Desmond gives a fascinating rundown of what it was like growing up in his home country, Zimbabwe.

    08:15 - Bob's investing career spanning across Zimbabwe, London and Sydney.

    24:30 - The Claremont Global investing philosophy starting off with an in-depth discussion about why people and patience are so integral. Companies mentioned include Ross Stores (NASDAQ: ROST) and LVMH (EPA: MC).

    36:00 - Why the team at Claremont Global tries to ensure that process and the portfolio are prioritised over one's ego.

    40:00 - A different view within the team helped Bob avoid making a mistake (to date) of investing in Alibaba (HKG: 9988).

    42:00 - Bob gets stuck into the heavy lifting process of carrying out on the ground research to understand what makes companies so special. He uses Sherwin-Williams (NYSE: SHW) as an illustration.

    48:30 - The quick numerical metrics that Claremont Global uses to filter out companies.

    56:00 - Bob walks through the compound probability framework to determine the forecastability of businesses. Google (NASDAQ: GOOGL) gets a special mention.

    60:00 - How Bob and Claremont Global have curated a list of around 100 investable companies in their universe.

    71:00 - What Bob and his team look for in a high-quality management team.

    77:00 - Bob uses Meta Platforms (NASDAQ: FB) as a case study where he and the team couldn't attain conviction on the quality of the management team.

    79:30 - The valuation metrics applied at Claremont Global.

    87:30 - Why Claremont Global takes the view that European and ASX stocks tend to trade at a premium to the US.

    90:30 - How Claremont Global monitors potential fade in a company's competitive advantage.

    93:00 - The qualities that Bob looks for in a colleague.

    102:00 - Bob reveals the people who have had the most influence on him as a person and investor.


    Watch the video version on the Rask Australia YouTube page.


    Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.


    Score $100 off Owen's high conviction ASX & US share research service, Rask Invest!


    Access Owen's 10 high conviction small cap reccomendations today, with $500 off using the coupon code "AIP".

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: April 13th, 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     6472 no     🏋️ 6 top investing tools for analysts & investors https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Here are our top investing tools and best investment apps, software and programs for analysts and investors. VIDEO VERSION: https://youtu.be/jZmk7EmNz3A Download Owen's Investor Bootcamp training manual: https://bit.ly/rask-analyst In this Investor Bootcamp mini-series episode of The Australian Investors Podcast, analysts Owen Rask and Raymond Jang share some of their favourite investing tools with you. We also hear directly from the founder of Stocklight, Jason Kotchoff, who tells us why he created Australia's premier investing app.Investing tools discussed: Tikr - review financial data and transcripts - get a free account (our affiliate link) Simply Wall St - filter and find investment ideas Strawman.com - scuttlebutts and insights Morningstar.com - research and valuation guides/comparisons, contrary views Whale Wisdom - track global funds Stocklight - track your portfolio, access news & reports Notion - journal, record research, monitor thesis Watch the video version on the Rask Australia YouTube page. Take one of our intelligent investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Access Owen's 10 high conviction small-cap recommendations today, with $500 off using the coupon code "AIP". If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 22nd of April 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 22 Apr 2022 21:00:00 -0000 full 4 32 Rask Here are our top investing tools and best investment apps, software and programs for analysts and investors. Here are our top investing tools and best investment apps, software and programs for analysts and investors. VIDEO VERSION: https://youtu.be/jZmk7EmNz3A Download Owen's Investor Bootcamp training manual: https://bit.ly/rask-analyst In this Investor Bootcamp mini-series episode of The Australian Investors Podcast, analysts Owen Rask and Raymond Jang share some of their favourite investing tools with you. We also hear directly from the founder of Stocklight, Jason Kotchoff, who tells us why he created Australia's premier investing app.Investing tools discussed: Tikr - review financial data and transcripts - get a free account (our affiliate link) Simply Wall St - filter and find investment ideas Strawman.com - scuttlebutts and insights Morningstar.com - research and valuation guides/comparisons, contrary views Whale Wisdom - track global funds Stocklight - track your portfolio, access news & reports Notion - journal, record research, monitor thesis Watch the video version on the Rask Australia YouTube page. Take one of our intelligent investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Access Owen's 10 high conviction small-cap recommendations today, with $500 off using the coupon code "AIP". If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 22nd of April 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Here are our top investing tools and best investment apps, software and programs for analysts and investors.


    VIDEO VERSION: https://youtu.be/jZmk7EmNz3A

    Download Owen's Investor Bootcamp training manual: https://bit.ly/rask-analyst


    In this Investor Bootcamp mini-series episode of The Australian Investors Podcast, analysts Owen Rask and Raymond Jang share some of their favourite investing tools with you.


    We also hear directly from the founder of Stocklight, Jason Kotchoff, who tells us why he created Australia's premier investing app.Investing tools discussed:

    1. Tikr - review financial data and transcripts - get a free account (our affiliate link)
    2. Simply Wall St - filter and find investment ideas
    3. Strawman.com - scuttlebutts and insights
    4. Morningstar.com - research and valuation guides/comparisons, contrary views
    5. Whale Wisdom - track global funds
    6. Stocklight - track your portfolio, access news & reports
    7. Notion - journal, record research, monitor thesis


    Watch the video version on the Rask Australia YouTube page.


    Take one of our intelligent investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.

    Access Owen's 10 high conviction small-cap recommendations today, with $500 off using the coupon code "AIP".


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: 22nd of April 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2471 no     Does stock valuation actually matter? Ft. Brian Feroldi https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Brian Feroldi is the author of Why Does The Stock Market Go Up?, an investor in high-growth stocks, and a fantastic investment educator. Brian Feroldi recently joined Owen Rask on The Australian Investors Podcast to talk about Brian's investment checklist, why and how he invests in high growth stocks/businesses, and why Brian Feroldi is no longer following a traditional 'value investor strategy' like that of Ben Graham. ➜➜ Resources for this episode: Brian Feroldi on The Australian Finance Podcast MicroCap Club presentation (and charts) Brian Feroldi's checklist Brian's new book ➜ Rask's money & investing courses: https://education.rask.com.au ➜ Join our kickass newsletter: https://www.rask.com.au/free-sign-up/ ➜ Our awesome FB community: https://www.facebook.com/groups/raskaustralia ➜ Hang with us on IG: https://www.instagram.com/raskaustralia ➜ Twitter for cool kids: https://twitter.com/RaskAustralia ➜ Tiktok for laughs: https://www.tiktok.com/@raskinvest If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). *Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. unless specifically disclosed.* **DISCLAIMER**: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 8th of April 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 20 Apr 2022 05:30:00 -0000 full 4 30 Rask Brian Feroldi is the author of Why Does The Stock Market Go Up?, an investor in high-growth stocks, and a fantastic investment educator. Brian Feroldi is the author of Why Does The Stock Market Go Up?, an investor in high-growth stocks, and a fantastic investment educator. Brian Feroldi recently joined Owen Rask on The Australian Investors Podcast to talk about Brian's investment checklist, why and how he invests in high growth stocks/businesses, and why Brian Feroldi is no longer following a traditional 'value investor strategy' like that of Ben Graham. ➜➜ Resources for this episode: Brian Feroldi on The Australian Finance Podcast MicroCap Club presentation (and charts) Brian Feroldi's checklist Brian's new book ➜ Rask's money & investing courses: https://education.rask.com.au ➜ Join our kickass newsletter: https://www.rask.com.au/free-sign-up/ ➜ Our awesome FB community: https://www.facebook.com/groups/raskaustralia ➜ Hang with us on IG: https://www.instagram.com/raskaustralia ➜ Twitter for cool kids: https://twitter.com/RaskAustralia ➜ Tiktok for laughs: https://www.tiktok.com/@raskinvest If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). *Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. unless specifically disclosed.* **DISCLAIMER**: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 8th of April 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Brian Feroldi is the author of Why Does The Stock Market Go Up?, an investor in high-growth stocks, and a fantastic investment educator.


    Brian Feroldi recently joined Owen Rask on The Australian Investors Podcast to talk about Brian's investment checklist, why and how he invests in high growth stocks/businesses, and why Brian Feroldi is no longer following a traditional 'value investor strategy' like that of Ben Graham.


    ➜➜ Resources for this episode:

    Brian Feroldi on The Australian Finance Podcast

    MicroCap Club presentation (and charts)

    Brian Feroldi's checklist

    Brian's new book


    ➜ Rask's money & investing courses: https://education.rask.com.au


    ➜ Join our kickass newsletter: https://www.rask.com.au/free-sign-up/


    ➜ Our awesome FB community: https://www.facebook.com/groups/raskaustralia


    ➜ Hang with us on IG: https://www.instagram.com/raskaustralia


    ➜ Twitter for cool kids: https://twitter.com/RaskAustralia


    ➜ Tiktok for laughs: https://www.tiktok.com/@raskinvest


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).


    *Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. unless specifically disclosed.*


    **DISCLAIMER**: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: 8th of April 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1910 no     🏋️ Our 10 favourite investor websites & newsletters https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ When I (Owen) started my investing journey I was so privileged to be surrounded by great writers who doubled as great analysts, at The Motley Fool. The likes of Bruce Jackson, Joe Magyer, Matt Joass, Claude Walker, Andrew Page, Mike King, Scott Phillips, Ryan Newman… For the record, growing up I was never a reader. Never. Ever. Pick up a book and read? No, thanks! I stayed that way until I discovered investing in my late teens/early 20s. So it was here, during my time at the Motley Fool, that I developed an insatiable appetite not only for investment research but reading and writing. Fortunately for you, the investing world has changed for the better since I started. New investor newsletters and websites have emerged to help their authors -- and you -- invest better.Here is a list of Raymond and my favourite investing newsletters and/or websites for aspiring analysts. 🏋️ Owen's Investor Bootcamp training manual: https://bit.ly/rask-analyst Watch the video version on the Rask Australia YouTube page. Take one of our intelligent investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Access Owen's 10 high conviction small-cap recommendations today, with $500 off using the coupon code "AIP". If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 14th of April 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 15 Apr 2022 21:00:00 -0000 full 4 31 Rask Here is a list of Raymond and my favourite investing newsletters and/or websites for aspiring analysts. When I (Owen) started my investing journey I was so privileged to be surrounded by great writers who doubled as great analysts, at The Motley Fool. The likes of Bruce Jackson, Joe Magyer, Matt Joass, Claude Walker, Andrew Page, Mike King, Scott Phillips, Ryan Newman… For the record, growing up I was never a reader. Never. Ever. Pick up a book and read? No, thanks! I stayed that way until I discovered investing in my late teens/early 20s. So it was here, during my time at the Motley Fool, that I developed an insatiable appetite not only for investment research but reading and writing. Fortunately for you, the investing world has changed for the better since I started. New investor newsletters and websites have emerged to help their authors -- and you -- invest better.Here is a list of Raymond and my favourite investing newsletters and/or websites for aspiring analysts. 🏋️ Owen's Investor Bootcamp training manual: https://bit.ly/rask-analyst Watch the video version on the Rask Australia YouTube page. Take one of our intelligent investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Access Owen's 10 high conviction small-cap recommendations today, with $500 off using the coupon code "AIP". If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 14th of April 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices When I (Owen) started my investing journey I was so privileged to be surrounded by great writers who doubled as great analysts, at The Motley Fool. The likes of Bruce Jackson, Joe Magyer, Matt Joass, Claude Walker, Andrew Page, Mike King, Scott Phillips, Ryan Newman…


    For the record, growing up I was never a reader. Never. Ever. Pick up a book and read? No, thanks!


    I stayed that way until I discovered investing in my late teens/early 20s. So it was here, during my time at the Motley Fool, that I developed an insatiable appetite not only for investment research but reading and writing. Fortunately for you, the investing world has changed for the better since I started.


    New investor newsletters and websites have emerged to help their authors -- and you -- invest better.Here is a list of Raymond and my favourite investing newsletters and/or websites for aspiring analysts.


    🏋️ Owen's Investor Bootcamp training manual: https://bit.ly/rask-analyst


    Watch the video version on the Rask Australia YouTube page.


    Take one of our intelligent investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.


    Access Owen's 10 high conviction small-cap recommendations today, with $500 off using the coupon code "AIP".


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: 14th of April 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2123 no     Can property beat inflation, ft. Invesco’s Max Swango https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Max is a founding partner and managing director with Invesco Global Real Estate, which manages around $80 billion across the US, Europe and Asia. Max and I talk about the challenges facing the global property market then dive into particular opportunities such as the ‘retail apocalypse’, rising inflation and interest rates, as well as the key sectors Max is most excited about. Over the past 12 months, the conversation around inflation and interest rates has been the key talking point for most asset allocators, and investors with established portfolios. Which assets can I use to deflect the impact of rising rates? What about my yield? Max addresses some of those points through the lens of property, walks us through the active versus passive debate, how he would research a property fund, the macroeconomic picture around the world, and more. To start, I ask Max for the name of the investor he has learned the most from. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! Access Owen's 10 high conviction small cap reccomendations today, with $500 off using the coupon code "AIP". If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 1st April 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 13 Apr 2022 05:30:00 -0000 full 4 27 Rask Max Swango is usually based in Dallas, Texas, but I was lucky enough to catch up with him as he passed through Melbourne. Max is a founding partner and managing director with Invesco Global Real Estate, which manages around $80 billion across the US, Europe and Asia. Max and I talk about the challenges facing the global property market then dive into particular opportunities such as the ‘retail apocalypse’, rising inflation and interest rates, as well as the key sectors Max is most excited about. Over the past 12 months, the conversation around inflation and interest rates has been the key talking point for most asset allocators, and investors with established portfolios. Which assets can I use to deflect the impact of rising rates? What about my yield? Max addresses some of those points through the lens of property, walks us through the active versus passive debate, how he would research a property fund, the macroeconomic picture around the world, and more. To start, I ask Max for the name of the investor he has learned the most from. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! Access Owen's 10 high conviction small cap reccomendations today, with $500 off using the coupon code "AIP". If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 1st April 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Max is a founding partner and managing director with Invesco Global Real Estate, which manages around $80 billion across the US, Europe and Asia.


    Max and I talk about the challenges facing the global property market then dive into particular opportunities such as the ‘retail apocalypse’, rising inflation and interest rates, as well as the key sectors Max is most excited about.


    Over the past 12 months, the conversation around inflation and interest rates has been the key talking point for most asset allocators, and investors with established portfolios.


    Which assets can I use to deflect the impact of rising rates? What about my yield?


    Max addresses some of those points through the lens of property, walks us through the active versus passive debate, how he would research a property fund, the macroeconomic picture around the world, and more.


    To start, I ask Max for the name of the investor he has learned the most from.


    Watch the video version on the Rask Australia YouTube page.


    Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.


    Score $100 off Owen's high conviction ASX & US share research service, Rask Invest!


    Access Owen's 10 high conviction small cap reccomendations today, with $500 off using the coupon code "AIP".


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: 1st April 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2115 no     🏋️15+ must follow investor Twitter accounts, ft. Daniele Ecuyer & Anirban Mahanti, PhD https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Investor Bootcamp episode, I was joined by 7Investing's Anirban Mahanti, PhD and Shareplicity's Danielle Ecuyertalk about our best Twitter accounts for investors. In other words: every intermediate or aspiring investor should follow these 15 Twitter accounts to get better at investing.Of course, it's also worth following your co-hosts for this episode of The Australian Investors Podcast on Twitter: Owen’s Twitter: https://twitter.com/owenrask Dani’s Twitter: https://twitter.com/au_shareplicity Anirban’s Twitter: https://twitter.com/7amahanti Access ALL 15+ Twitter accounts (& more) in our free download Owen's Investor Bootcamp training manual: https://bit.ly/rask-analyst Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! Access Owen's 10 high conviction small cap reccomendations today, with $500 off using the coupon code "AIP". If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 6th of April 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 08 Apr 2022 21:00:00 -0000 full 4 28 Rask Used sensibly, Twitter can be a tremendous resource for investors seeking the latest news or concise insights, from news outlets or individuals investors. In this Investor Bootcamp episode, I was joined by 7Investing's Anirban Mahanti, PhD and Shareplicity's Danielle Ecuyertalk about our best Twitter accounts for investors. In other words: every intermediate or aspiring investor should follow these 15 Twitter accounts to get better at investing.Of course, it's also worth following your co-hosts for this episode of The Australian Investors Podcast on Twitter: Owen’s Twitter: https://twitter.com/owenrask Dani’s Twitter: https://twitter.com/au_shareplicity Anirban’s Twitter: https://twitter.com/7amahanti Access ALL 15+ Twitter accounts (& more) in our free download Owen's Investor Bootcamp training manual: https://bit.ly/rask-analyst Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! Access Owen's 10 high conviction small cap reccomendations today, with $500 off using the coupon code "AIP". If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 6th of April 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices In this Investor Bootcamp episode, I was joined by 7Investing's Anirban Mahanti, PhD and Shareplicity's Danielle Ecuyertalk about our best Twitter accounts for investors.


    In other words: every intermediate or aspiring investor should follow these 15 Twitter accounts to get better at investing.Of course, it's also worth following your co-hosts for this episode of The Australian Investors Podcast on Twitter:


    1. Owen’s Twitter: https://twitter.com/owenrask
    2. Dani’s Twitter: https://twitter.com/au_shareplicity
    3. Anirban’s Twitter: https://twitter.com/7amahanti


    Access ALL 15+ Twitter accounts (& more) in our free download

    Owen's Investor Bootcamp training manual: https://bit.ly/rask-analyst


    Watch the video version on the Rask Australia YouTube page.


    Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.


    Score $100 off Owen's high conviction ASX & US share research service, Rask Invest!


    Access Owen's 10 high conviction small cap reccomendations today, with $500 off using the coupon code "AIP".


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: 6th of April 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2909 no     Deep-dive: The payments industry, ft. Smartpay (ASX:SMP) CEO Marty Pomeroy https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ On this Australian Investors Podcast episode, Smartpay's Marty Pomeroy and Owen Rask take a deep dive into the payments market in Australia and New Zealand, covering everything from how payments are facilitated to the difference between online and in-store. Topics covered by Smartpay's Marty Pomeroy and Owen Rask include: Marty's journey with Smartpay Smartpay versus Tyro Payments Ltd (ASX: TYR) versus the big banks, like Commonwealth Bank of Australia (ASX: CBA) and Westpac Banking Corp (ASX: WBC) Point-of-sale (POS) software versus payment terminals The payments ecosystem in Australia versus New Zealand versus China EFTPOS versus Mastercard (NYSE: MA) and Visa (NYSE: V) Take rates between card issuers, banks, schemes/interchange and payments providers (i.e. profit margins) The difference between an acquirer and a regulated bank in Australia SmartCharge payments versus Merchant Services Fees (MSF) The terminal value of payments companies The future of in-store versus online payments - and how omni-channel might impact this This is a fantastic episode with one of Australia and New Zealand's payments company leaders. It provides unique insights into the mechanics of electronic and digital payments companies, the opportunity set in Australia and beyond, and how big tech might change the payments industry landscape. Resources: Rask Rockets Beyond Smartpay Disclosure: At the time of recording Owen owns shares of Smartpay, Tyro, Apple and Alphabet/Google. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! Access Owen's 10 high conviction small cap reccomendations today, with $500 off using the coupon code "AIP". If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 7th April 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 07 Apr 2022 07:00:00 -0000 full 4 29 Rask Marty Pomeroy is the CEO of Smartpay Ltd (ASX: SMP), a rapidly-growing payments terminals business in Australia and New Zealand. On this Australian Investors Podcast episode, Smartpay's Marty Pomeroy and Owen Rask take a deep dive into the payments market in Australia and New Zealand, covering everything from how payments are facilitated to the difference between online and in-store. Topics covered by Smartpay's Marty Pomeroy and Owen Rask include: Marty's journey with Smartpay Smartpay versus Tyro Payments Ltd (ASX: TYR) versus the big banks, like Commonwealth Bank of Australia (ASX: CBA) and Westpac Banking Corp (ASX: WBC) Point-of-sale (POS) software versus payment terminals The payments ecosystem in Australia versus New Zealand versus China EFTPOS versus Mastercard (NYSE: MA) and Visa (NYSE: V) Take rates between card issuers, banks, schemes/interchange and payments providers (i.e. profit margins) The difference between an acquirer and a regulated bank in Australia SmartCharge payments versus Merchant Services Fees (MSF) The terminal value of payments companies The future of in-store versus online payments - and how omni-channel might impact this This is a fantastic episode with one of Australia and New Zealand's payments company leaders. It provides unique insights into the mechanics of electronic and digital payments companies, the opportunity set in Australia and beyond, and how big tech might change the payments industry landscape. Resources: Rask Rockets Beyond Smartpay Disclosure: At the time of recording Owen owns shares of Smartpay, Tyro, Apple and Alphabet/Google. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! Access Owen's 10 high conviction small cap reccomendations today, with $500 off using the coupon code "AIP". If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 7th April 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices On this Australian Investors Podcast episode, Smartpay's Marty Pomeroy and Owen Rask take a deep dive into the payments market in Australia and New Zealand, covering everything from how payments are facilitated to the difference between online and in-store.


    Topics covered by Smartpay's Marty Pomeroy and Owen Rask include:

    • Marty's journey with Smartpay
    • Smartpay versus Tyro Payments Ltd (ASX: TYR) versus the big banks, like Commonwealth Bank of Australia (ASX: CBA) and Westpac Banking Corp (ASX: WBC)
    • Point-of-sale (POS) software versus payment terminals
    • The payments ecosystem in Australia versus New Zealand versus China
    • EFTPOS versus Mastercard (NYSE: MA) and Visa (NYSE: V)
    • Take rates between card issuers, banks, schemes/interchange and payments providers (i.e. profit margins)
    • The difference between an acquirer and a regulated bank in Australia
    • SmartCharge payments versus Merchant Services Fees (MSF)
    • The terminal value of payments companies
    • The future of in-store versus online payments - and how omni-channel might impact this


    This is a fantastic episode with one of Australia and New Zealand's payments company leaders. It provides unique insights into the mechanics of electronic and digital payments companies, the opportunity set in Australia and beyond, and how big tech might change the payments industry landscape.


    Resources:


    Disclosure: At the time of recording Owen owns shares of Smartpay, Tyro, Apple and Alphabet/Google.


    Watch the video version on the Rask Australia YouTube page.


    Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.


    Score $100 off Owen's high conviction ASX & US share research service, Rask Invest!


    Access Owen's 10 high conviction small cap reccomendations today, with $500 off using the coupon code "AIP".


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: 7th April 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3912 no     🏋️ The top investing podcasts for aspiring analysts | Investor Bootcamp https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In the second Investor Bootcamp episode on The Australian Investors Podcast, I was joined by my co-host on The Australian Finance Podcast, Kate Campbell, to talk about my 5 favourite investment podcasts for aspiring analysts. Investor Bootcamp full training manual: https://bit.ly/rask-analyst These Australian Investors Podcast episode are found in our Investor Bootcamp training manual. Every aspiring analyst should listen to the episodes in this order: Podcast 1a. Joe Magyer, CFA - Compound Podcast 1b. Joe Magyer, CFA - Playing to Win Podcast 2. Matt Joass, CFA - Maven Podcast 3. Ryan Newman, CFA - Becoming a Pro Analyst Podcast 4. Mary Manning, PhD - Emerging Podcast 5. Luke Trickett - Blue Stamp Company Access Owen's 10 high conviction small-cap recommendations today, with $500 off using the coupon code "AIP". If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 01 Apr 2022 20:00:00 -0000 full 4 26 Rask Owen Rask is joined by fellow podcaster Kate Campbell to share his top investing podcasts for aspiring analysts. In the second Investor Bootcamp episode on The Australian Investors Podcast, I was joined by my co-host on The Australian Finance Podcast, Kate Campbell, to talk about my 5 favourite investment podcasts for aspiring analysts. Investor Bootcamp full training manual: https://bit.ly/rask-analyst These Australian Investors Podcast episode are found in our Investor Bootcamp training manual. Every aspiring analyst should listen to the episodes in this order: Podcast 1a. Joe Magyer, CFA - Compound Podcast 1b. Joe Magyer, CFA - Playing to Win Podcast 2. Matt Joass, CFA - Maven Podcast 3. Ryan Newman, CFA - Becoming a Pro Analyst Podcast 4. Mary Manning, PhD - Emerging Podcast 5. Luke Trickett - Blue Stamp Company Access Owen's 10 high conviction small-cap recommendations today, with $500 off using the coupon code "AIP". If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In the second Investor Bootcamp episode on The Australian Investors Podcast, I was joined by my co-host on The Australian Finance Podcast, Kate Campbell, to talk about my 5 favourite investment podcasts for aspiring analysts.


    Investor Bootcamp full training manual: https://bit.ly/rask-analyst


    These Australian Investors Podcast episode are found in our Investor Bootcamp training manual. Every aspiring analyst should listen to the episodes in this order:


    Podcast 1a. Joe Magyer, CFA - Compound

    Podcast 1b. Joe Magyer, CFA - Playing to Win

    Podcast 2. Matt Joass, CFA - Maven

    Podcast 3. Ryan Newman, CFA - Becoming a Pro Analyst

    Podcast 4. Mary Manning, PhD - Emerging

    Podcast 5. Luke Trickett - Blue Stamp Company


    Access Owen's 10 high conviction small-cap recommendations today, with $500 off using the coupon code "AIP".


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1828 no     Interview Part 2: Nick Cregan, Fairlight Asset Management - Quality & Discipline https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Nick Cregan is a partner of Fairlight Asset Management, serving as a senior portfolio manager in the investment team since the inception of the Global Small & Mid Cap Fund in 2018. He joins Raymond Jang on The Australian Investors Podcast to share his journey, the investing process and philosophy of Fairlight Asset Management. Nick provides an incredibly detailed overview of the investment process at Fairlight and illustrates this through excellent business case studies. I gained a lot of valuable insights from listening to Nick and look forward to incorporating a lot of his wisdom into our investing process at Rask. WATCH THE FULL EPISODE NOW Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! Access Owen's 10 high conviction small cap reccomendations today, with $500 off using the coupon code "AIP". If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: March 23rd, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 30 Mar 2022 04:30:00 -0000 full 4 24 Rask Nick Cregan is a partner of Fairlight Asset Management, serving as a senior portfolio manager in the investment team since the inception of the Global Small & Mid Cap Fund in 2018. He joins Raymond Jang on The Australian Investors Podcast to share his journey, the investing process and philosophy of Fairlight Asset Management. Nick Cregan is a partner of Fairlight Asset Management, serving as a senior portfolio manager in the investment team since the inception of the Global Small & Mid Cap Fund in 2018. He joins Raymond Jang on The Australian Investors Podcast to share his journey, the investing process and philosophy of Fairlight Asset Management. Nick provides an incredibly detailed overview of the investment process at Fairlight and illustrates this through excellent business case studies. I gained a lot of valuable insights from listening to Nick and look forward to incorporating a lot of his wisdom into our investing process at Rask. WATCH THE FULL EPISODE NOW Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! Access Owen's 10 high conviction small cap reccomendations today, with $500 off using the coupon code "AIP". If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: March 23rd, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Nick Cregan is a partner of Fairlight Asset Management, serving as a senior portfolio manager in the investment team since the inception of the Global Small & Mid Cap Fund in 2018. He joins Raymond Jang on The Australian Investors Podcast to share his journey, the investing process and philosophy of Fairlight Asset Management.


    Nick provides an incredibly detailed overview of the investment process at Fairlight and illustrates this through excellent business case studies.


    I gained a lot of valuable insights from listening to Nick and look forward to incorporating a lot of his wisdom into our investing process at Rask.


    WATCH THE FULL EPISODE NOW


    Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.


    Score $100 off Owen's high conviction ASX & US share research service, Rask Invest!


    Access Owen's 10 high conviction small cap reccomendations today, with $500 off using the coupon code "AIP".


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: March 23rd, 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2883 no     🏋️ Our Top Investing Books, With Claude Walker & Andrew Page | Investor Bootcamp https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In the first Investor Bootcamp episode I was joined by Strawman Founder Andrew Page and A Rich Life Founder Claude Walker. Both Claude and Andrew are experienced investors, readers and educators who I know have a wealth of learned and earned knowledge. Investor Bootcamp full training manual: https://bit.ly/rask-analyst Our 3 books: We each bring one book to the table, as follows (links go to Amazon's book store): Owen Rask: The Little Book That Still Beats The Market, Joel Greenblatt Andrew Page: The Most Important Thing, Howard Marks Claude Walker: Investing: The Last Liberal Art, Robert Hagstrom Our Twitter community's favourite books: https://twitter.com/OwenRask/status/1507117209608663041 Get in touch with Claude & Andrew: Skip Claude's Waitlist - send Claude an email Join Strawman's free version: https://bit.ly/raskstraw Other resources mentioned: Owen's Magic Formula sheet (needs filtering) Trevor's Last Liberal Art summary on A Rich Life: https://arichlife.com.au/investing-the-last-liberal-art-a-short-book-review/ Watch the video version on the Rask Australia YouTube page. Access Owen's 10 high conviction small-cap recommendations today, with $500 off using the coupon code "AIP". If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 25th of March 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 25 Mar 2022 20:00:00 -0000 full 4 25 Rask In the first Investor Bootcamp episode I was joined by Strawman Founder Andrew Page and A Rich Life Founder Claude Walker. Both Claude and Andrew are experienced investors, readers and educators who I know have a wealth of learned and earned knowledge. In the first Investor Bootcamp episode I was joined by Strawman Founder Andrew Page and A Rich Life Founder Claude Walker. Both Claude and Andrew are experienced investors, readers and educators who I know have a wealth of learned and earned knowledge. Investor Bootcamp full training manual: https://bit.ly/rask-analyst Our 3 books: We each bring one book to the table, as follows (links go to Amazon's book store): Owen Rask: The Little Book That Still Beats The Market, Joel Greenblatt Andrew Page: The Most Important Thing, Howard Marks Claude Walker: Investing: The Last Liberal Art, Robert Hagstrom Our Twitter community's favourite books: https://twitter.com/OwenRask/status/1507117209608663041 Get in touch with Claude & Andrew: Skip Claude's Waitlist - send Claude an email Join Strawman's free version: https://bit.ly/raskstraw Other resources mentioned: Owen's Magic Formula sheet (needs filtering) Trevor's Last Liberal Art summary on A Rich Life: https://arichlife.com.au/investing-the-last-liberal-art-a-short-book-review/ Watch the video version on the Rask Australia YouTube page. Access Owen's 10 high conviction small-cap recommendations today, with $500 off using the coupon code "AIP". If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 25th of March 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices In the first Investor Bootcamp episode I was joined by Strawman Founder Andrew Page and A Rich Life Founder Claude Walker. Both Claude and Andrew are experienced investors, readers and educators who I know have a wealth of learned and earned knowledge.


    Investor Bootcamp full training manual: https://bit.ly/rask-analyst


    Our 3 books:

    We each bring one book to the table, as follows (links go to Amazon's book store):

    Owen Rask: The Little Book That Still Beats The Market, Joel Greenblatt

    Andrew Page: The Most Important Thing, Howard Marks

    Claude Walker: Investing: The Last Liberal Art, Robert Hagstrom

    Our Twitter community's favourite books: https://twitter.com/OwenRask/status/1507117209608663041


    Get in touch with Claude & Andrew:

    Skip Claude's Waitlist - send Claude an email

    Join Strawman's free version: https://bit.ly/raskstraw


    Other resources mentioned:

    Owen's Magic Formula sheet (needs filtering)

    Trevor's Last Liberal Art summary on A Rich Life: https://arichlife.com.au/investing-the-last-liberal-art-a-short-book-review/


    Watch the video version on the Rask Australia YouTube page.


    Access Owen's 10 high conviction small-cap recommendations today, with $500 off using the coupon code "AIP".


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: 25th of March 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3266 no     Interview Part 1: Nicholas Cregan, Fairlight Asset Management – Quality & Discipline https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Nick Cregan is a partner of Fairlight Asset Management, serving as a senior portfolio manager in the investment team since the inception of the Global Small & Mid Cap Fund in 2018. He joins Raymond Jang on The Australian Investors Podcast to share his journey, the investing process and philosophy of Fairlight Asset Management. Nick provides an incredibly detailed overview of the investment process at Fairlight and illustrates this through excellent business case studies. I gained a lot of valuable insights from listening to Nick and look forward to incorporating a lot of his wisdom into our investing process at Rask. WATCH THE FULL EPISODE NOW Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! Access Owen's 10 high conviction small cap reccomendations today, with $500 off using the coupon code "AIP". If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: March 23rd, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 23 Mar 2022 06:30:00 -0000 full 4 23 Rask Nick Cregan is a partner of Fairlight Asset Management, serving as a senior portfolio manager in the investment team since the inception of the Global Small & Mid Cap Fund in 2018. He joins Raymond Jang on The Australian Investors Podcast to share his journey, the investing process and philosophy of Fairlight Asset Management. Nick Cregan is a partner of Fairlight Asset Management, serving as a senior portfolio manager in the investment team since the inception of the Global Small & Mid Cap Fund in 2018. He joins Raymond Jang on The Australian Investors Podcast to share his journey, the investing process and philosophy of Fairlight Asset Management. Nick provides an incredibly detailed overview of the investment process at Fairlight and illustrates this through excellent business case studies. I gained a lot of valuable insights from listening to Nick and look forward to incorporating a lot of his wisdom into our investing process at Rask. WATCH THE FULL EPISODE NOW Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! Access Owen's 10 high conviction small cap reccomendations today, with $500 off using the coupon code "AIP". If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: March 23rd, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Nick Cregan is a partner of Fairlight Asset Management, serving as a senior portfolio manager in the investment team since the inception of the Global Small & Mid Cap Fund in 2018. He joins Raymond Jang on The Australian Investors Podcast to share his journey, the investing process and philosophy of Fairlight Asset Management.


    Nick provides an incredibly detailed overview of the investment process at Fairlight and illustrates this through excellent business case studies.


    I gained a lot of valuable insights from listening to Nick and look forward to incorporating a lot of his wisdom into our investing process at Rask.


    WATCH THE FULL EPISODE NOW


    Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.


    Score $100 off Owen's high conviction ASX & US share research service, Rask Invest!


    Access Owen's 10 high conviction small cap reccomendations today, with $500 off using the coupon code "AIP".


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: March 23rd, 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4881 no     🏋️ Investor Bootcamp | 10 weekends to become a better investor https://bit.ly/rask-analyst Welcome to the Investor Bootcamp mini-series on The Australian Investors Podcast. Document: Analyst Bootcamp Training Manual - https://bit.ly/rask-analyst Over the coming 10 weekends, I’m going to take you on a journey to become a better investor. Every Saturday, 7 am, starting next week, I’m going to be joined by one or more expert guests you will know from the series thus far. I’ve carefully selected these guests and the topics we’ll be covering. Also as part of the episodes, I’ll share with you the best resources I’ve come across for accelerating your learning. So why are we doing this 10-part series? I think that now, more than at any time in the past 20 years, direct stock investors will need to understand valuation at a more technical level. As Morgan Housel said: “The most underrated investing skills are controlling your emotions and having your career coincide with a 30-year decline in interest rates.” With interest rates finally on the way back up, the valuation of businesses, bonds and real assets will become more important. But as Warren Buffett once said, “It's only when the tide goes out that you learn who has been swimming naked.” For many investors, it finally feels like the tide is going out. Easy returns driven by falling rates on speculative assets like crypto, venture capital, technology stocks, highly geared companies, property and even bonds. Some people might say that value investing can now finally have its time to shine. Warren Buffett’s Berkshire Hathaway is back to catching up to famed investors like Cathie Wood’s ARK Innovation ETF as momentum and growth investors wonder about a recovery. So where does this leave investors who are wearing big losses in innovative but richly valued businesses? For many, we’re questioning our growth-first strategies. Are tech stocks really worth what I thought? Is it time to diversify my portfolio across industrial companies trading at lower valuations? After all, you can construct an all-weather diversified long-term portfolio from richly valued, high-quality companies. Or you can build a portfolio from lower-quality companies at lesser valuations. Lately, many investors seem to be opting for the deeper value style companies and portfolios. However, there’s one big problem with this approach: you need to have a strong grip on valuation. You need to understand how securities or investments are valued and then adjust your models to the current macro environment. According to Harvard Business Review: “Imposter syndrome is loosely defined as doubting your abilities and feeling like a fraud. It disproportionately affects high-achieving people, who find it difficult to accept their accomplishments. Many question whether they’re deserving of accolades.” I believe that over the past 10 years we have seen many talented investors enter the market and begin their investing journey. Indeed, around 70% of Rask members have been investing for less than 10 years. However, during that time we’ve experienced a massive bull market. Now, with markets becoming more volatile, it leads me to believe that many of our fellow listeners could be doubting their conviction in their abilities to find, research and model companies. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 18 Mar 2022 20:00:00 -0000 full 4 22 Rask Over the coming 10 weekends, Owen and his expert guests are going to take you on a journey to become a better investor. Welcome to the Investor Bootcamp mini-series on The Australian Investors Podcast. Document: Analyst Bootcamp Training Manual - https://bit.ly/rask-analyst Over the coming 10 weekends, I’m going to take you on a journey to become a better investor. Every Saturday, 7 am, starting next week, I’m going to be joined by one or more expert guests you will know from the series thus far. I’ve carefully selected these guests and the topics we’ll be covering. Also as part of the episodes, I’ll share with you the best resources I’ve come across for accelerating your learning. So why are we doing this 10-part series? I think that now, more than at any time in the past 20 years, direct stock investors will need to understand valuation at a more technical level. As Morgan Housel said: “The most underrated investing skills are controlling your emotions and having your career coincide with a 30-year decline in interest rates.” With interest rates finally on the way back up, the valuation of businesses, bonds and real assets will become more important. But as Warren Buffett once said, “It's only when the tide goes out that you learn who has been swimming naked.” For many investors, it finally feels like the tide is going out. Easy returns driven by falling rates on speculative assets like crypto, venture capital, technology stocks, highly geared companies, property and even bonds. Some people might say that value investing can now finally have its time to shine. Warren Buffett’s Berkshire Hathaway is back to catching up to famed investors like Cathie Wood’s ARK Innovation ETF as momentum and growth investors wonder about a recovery. So where does this leave investors who are wearing big losses in innovative but richly valued businesses? For many, we’re questioning our growth-first strategies. Are tech stocks really worth what I thought? Is it time to diversify my portfolio across industrial companies trading at lower valuations? After all, you can construct an all-weather diversified long-term portfolio from richly valued, high-quality companies. Or you can build a portfolio from lower-quality companies at lesser valuations. Lately, many investors seem to be opting for the deeper value style companies and portfolios. However, there’s one big problem with this approach: you need to have a strong grip on valuation. You need to understand how securities or investments are valued and then adjust your models to the current macro environment. According to Harvard Business Review: “Imposter syndrome is loosely defined as doubting your abilities and feeling like a fraud. It disproportionately affects high-achieving people, who find it difficult to accept their accomplishments. Many question whether they’re deserving of accolades.” I believe that over the past 10 years we have seen many talented investors enter the market and begin their investing journey. Indeed, around 70% of Rask members have been investing for less than 10 years. However, during that time we’ve experienced a massive bull market. Now, with markets becoming more volatile, it leads me to believe that many of our fellow listeners could be doubting their conviction in their abilities to find, research and model companies. Learn more about your ad choices. Visit megaphone.fm/adchoices Welcome to the Investor Bootcamp mini-series on The Australian Investors Podcast.


    Document: Analyst Bootcamp Training Manual - https://bit.ly/rask-analyst


    Over the coming 10 weekends, I’m going to take you on a journey to become a better investor. Every Saturday, 7 am, starting next week, I’m going to be joined by one or more expert guests you will know from the series thus far.


    I’ve carefully selected these guests and the topics we’ll be covering. Also as part of the episodes, I’ll share with you the best resources I’ve come across for accelerating your learning.


    So why are we doing this 10-part series?


    I think that now, more than at any time in the past 20 years, direct stock investors will need to understand valuation at a more technical level.


    As Morgan Housel said:

    “The most underrated investing skills are controlling your emotions and having your career coincide with a 30-year decline in interest rates.”


    With interest rates finally on the way back up, the valuation of businesses, bonds and real assets will become more important.


    But as Warren Buffett once said, “It's only when the tide goes out that you learn who has been swimming naked.”


    For many investors, it finally feels like the tide is going out. Easy returns driven by falling rates on speculative assets like crypto, venture capital, technology stocks, highly geared companies, property and even bonds.


    Some people might say that value investing can now finally have its time to shine. Warren Buffett’s Berkshire Hathaway is back to catching up to famed investors like Cathie Wood’s ARK Innovation ETF as momentum and growth investors wonder about a recovery.


    So where does this leave investors who are wearing big losses in innovative but richly valued businesses?


    For many, we’re questioning our growth-first strategies. Are tech stocks really worth what I thought? Is it time to diversify my portfolio across industrial companies trading at lower valuations?


    After all, you can construct an all-weather diversified long-term portfolio from richly valued, high-quality companies. Or you can build a portfolio from lower-quality companies at lesser valuations.


    Lately, many investors seem to be opting for the deeper value style companies and portfolios.


    However, there’s one big problem with this approach: you need to have a strong grip on valuation. You need to understand how securities or investments are valued and then adjust your models to the current macro environment.


    According to Harvard Business Review:

    “Imposter syndrome is loosely defined as doubting your abilities and feeling like a fraud. It disproportionately affects high-achieving people, who find it difficult to accept their accomplishments. Many question whether they’re deserving of accolades.”


    I believe that over the past 10 years we have seen many talented investors enter the market and begin their investing journey. Indeed, around 70% of Rask members have been investing for less than 10 years.


    However, during that time we’ve experienced a massive bull market. Now, with markets becoming more volatile, it leads me to believe that many of our fellow listeners could be doubting their conviction in their abilities to find, research and model companies.


    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     504 no     5 ASX small-caps with big results, ft. Luke Winchester https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ The 5 companies talked about in today's investor's podcast are: 10:01 - XRF Scientific Ltd (ASX: XRF) - a lab testing business with a market-leading position. 21:04 - Catapult Group International Ltd (ASX: CAT) - a sports technology business combining video and wearable tech for predictive performance enhancements. 25:36 - Kip McGrath Education Centres Ltd (ASX: KME) - a multi-decade family-run education provider growing around the world. 37:19 - National Tyre & Wheel Ltd (ASX: NTD) - an independent tyre distribution business with a growing range of services and footprints. 45:07 - Earlypay Ltd (ASX: EPY) - an invoice financing business that's growing out of covid Important warning: some of these companies are illiquid and may be highly volatile. While Luke & Owen do their best to identify some of the risks involved with these companies, we highly recommend that you seek the advice of licensed and trusted financial adviser before investing. Luke Winchester is the portfolio manager and founder of Merewether Capital, having previously spent time at Oracle Investment Management. The Merewether Capital Inception Fund invests in small and microcap ASX-listed companies. Merewether is long-only and takes a high conviction approach (10-25 positions) to the ASX's smallest types of companies. Luke targets profitable companies with talented management teams and avoids more speculative companies like those involved in biotechnology or resources exploration and mining. Resources & free stuff: Luke Winchester's first interview with Owen Rask Merewether Capital website Download Owen’s free analyst pack (Word & PDF) Join Rask Rockets – SAVE $500 ~~ A note for transparency: we receive nothing ~~ Rask, the publisher of the podcast series, is a privately owned company. It’s majority-owned and run by Owen. Unless explicitly stated otherwise, you can assume that Owen and Rask Group receive nothing for mentioning companies, products or services in our podcasts. “The best part was the disclaimer” – said no-one ever This information warning is actually important (that’s why we write it in the same size font… unlike our competitors). This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing is risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia’s Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Date of recording: 16 March, 2022. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 16 Mar 2022 04:30:00 -0000 full 4 21 Rask Merewether Capital's Luke Winchester joins Owen Rask on The Australian Investors Podcast to talk ASX small-cap shares (and a few ASX micro caps). The 5 companies talked about in today's investor's podcast are: 10:01 - XRF Scientific Ltd (ASX: XRF) - a lab testing business with a market-leading position. 21:04 - Catapult Group International Ltd (ASX: CAT) - a sports technology business combining video and wearable tech for predictive performance enhancements. 25:36 - Kip McGrath Education Centres Ltd (ASX: KME) - a multi-decade family-run education provider growing around the world. 37:19 - National Tyre & Wheel Ltd (ASX: NTD) - an independent tyre distribution business with a growing range of services and footprints. 45:07 - Earlypay Ltd (ASX: EPY) - an invoice financing business that's growing out of covid Important warning: some of these companies are illiquid and may be highly volatile. While Luke & Owen do their best to identify some of the risks involved with these companies, we highly recommend that you seek the advice of licensed and trusted financial adviser before investing. Luke Winchester is the portfolio manager and founder of Merewether Capital, having previously spent time at Oracle Investment Management. The Merewether Capital Inception Fund invests in small and microcap ASX-listed companies. Merewether is long-only and takes a high conviction approach (10-25 positions) to the ASX's smallest types of companies. Luke targets profitable companies with talented management teams and avoids more speculative companies like those involved in biotechnology or resources exploration and mining. Resources & free stuff: Luke Winchester's first interview with Owen Rask Merewether Capital website Download Owen’s free analyst pack (Word & PDF) Join Rask Rockets – SAVE $500 ~~ A note for transparency: we receive nothing ~~ Rask, the publisher of the podcast series, is a privately owned company. It’s majority-owned and run by Owen. Unless explicitly stated otherwise, you can assume that Owen and Rask Group receive nothing for mentioning companies, products or services in our podcasts. “The best part was the disclaimer” – said no-one ever This information warning is actually important (that’s why we write it in the same size font… unlike our competitors). This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing is risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia’s Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Date of recording: 16 March, 2022. Learn more about your ad choices. Visit megaphone.fm/adchoices The 5 companies talked about in today's investor's podcast are:

    1. 10:01 - XRF Scientific Ltd (ASX: XRF) - a lab testing business with a market-leading position.
    2. 21:04 - Catapult Group International Ltd (ASX: CAT) - a sports technology business combining video and wearable tech for predictive performance enhancements.
    3. 25:36 - Kip McGrath Education Centres Ltd (ASX: KME) - a multi-decade family-run education provider growing around the world.
    4. 37:19 - National Tyre & Wheel Ltd (ASX: NTD) - an independent tyre distribution business with a growing range of services and footprints.
    5. 45:07 - Earlypay Ltd (ASX: EPY) - an invoice financing business that's growing out of covid


    Important warning: some of these companies are illiquid and may be highly volatile. While Luke & Owen do their best to identify some of the risks involved with these companies, we highly recommend that you seek the advice of licensed and trusted financial adviser before investing.


    Luke Winchester is the portfolio manager and founder of Merewether Capital, having previously spent time at Oracle Investment Management.


    The Merewether Capital Inception Fund invests in small and microcap ASX-listed companies.

    Merewether is long-only and takes a high conviction approach (10-25 positions) to the ASX's smallest types of companies. Luke targets profitable companies with talented management teams and avoids more speculative companies like those involved in biotechnology or resources exploration and mining.


    Resources & free stuff:


    ~~ A note for transparency: we receive nothing ~~

    Rask, the publisher of the podcast series, is a privately owned company. It’s majority-owned and run by Owen. Unless explicitly stated otherwise, you can assume that Owen and Rask Group receive nothing for mentioning companies, products or services in our podcasts.


    “The best part was the disclaimer” – said no-one ever

    This information warning is actually important (that’s why we write it in the same size font… unlike our competitors). This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing is risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns.


    Please read Rask Australia’s Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts.


    Date of recording: 16 March, 2022.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3550 no     Ouch! 6 beaten-down stocks: SHOP, XRO, ZM, TYR, OKTA & DTC https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this Australian Investors Podcast, Owen Rask is joined by Dr Anirban Mahanti, PhD to discuss the recent sell-off of 6 popular technology stocks. These 6 companies/stocks are trading at, or near, their 52-week lows. However, many of these companies are still reporting growth in revenue and cash flow.The 6 stocks discussed (in order) by Anirban "Doc" Mahanti and Owen Rask include: Zoom Video Communications (NASDAQ: ZM) Okta (NASDAQ: OKTA) Tyro Payments (ASX: TYR) Damstra (ASX: DTC) Shopify (NYSE: SHOP) Xero Ltd (ASX: XRO) Resources & free stuff: Use the "Birthday" coupon code to get $100 off a 7Investing membership. Join here. Download Owen's free analyst pack (Word & PDF) Join Rask Rockets - SAVE $500 Say g'day on Twitter: Owen's Twitter Anirban's Twitter ~~ A note for transparency: we receive nothing ~~ Rask, the publisher of the podcast series, is a privately owned company. It's majority-owned and run by Owen. Unless explicitly stated otherwise, you can assume that Owen and Rask Group receive nothing for mentioning companies, products or services in our podcasts. “The best part was the disclaimer” – said no-one ever This information warning is actually important (that’s why we write it in the same size font... unlike our competitors). This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing is risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Date of recording: 10 March, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 11 Mar 2022 20:00:00 -0000 full 4 20 Rask In this Australian Investors Podcast, Owen Rask is joined by Dr Anirban Mahanti, PhD to discuss the recent sell-off of 6 popular technology stocks. In this Australian Investors Podcast, Owen Rask is joined by Dr Anirban Mahanti, PhD to discuss the recent sell-off of 6 popular technology stocks. These 6 companies/stocks are trading at, or near, their 52-week lows. However, many of these companies are still reporting growth in revenue and cash flow.The 6 stocks discussed (in order) by Anirban "Doc" Mahanti and Owen Rask include: Zoom Video Communications (NASDAQ: ZM) Okta (NASDAQ: OKTA) Tyro Payments (ASX: TYR) Damstra (ASX: DTC) Shopify (NYSE: SHOP) Xero Ltd (ASX: XRO) Resources & free stuff: Use the "Birthday" coupon code to get $100 off a 7Investing membership. Join here. Download Owen's free analyst pack (Word & PDF) Join Rask Rockets - SAVE $500 Say g'day on Twitter: Owen's Twitter Anirban's Twitter ~~ A note for transparency: we receive nothing ~~ Rask, the publisher of the podcast series, is a privately owned company. It's majority-owned and run by Owen. Unless explicitly stated otherwise, you can assume that Owen and Rask Group receive nothing for mentioning companies, products or services in our podcasts. “The best part was the disclaimer” – said no-one ever This information warning is actually important (that’s why we write it in the same size font... unlike our competitors). This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing is risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Date of recording: 10 March, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast, Owen Rask is joined by Dr Anirban Mahanti, PhD to discuss the recent sell-off of 6 popular technology stocks.


    These 6 companies/stocks are trading at, or near, their 52-week lows. However, many of these companies are still reporting growth in revenue and cash flow.The 6 stocks discussed (in order) by Anirban "Doc" Mahanti and Owen Rask include:

    1. Zoom Video Communications (NASDAQ: ZM)
    2. Okta (NASDAQ: OKTA)
    3. Tyro Payments (ASX: TYR)
    4. Damstra (ASX: DTC)
    5. Shopify (NYSE: SHOP)
    6. Xero Ltd (ASX: XRO)


    Resources & free stuff:


    Say g'day on Twitter:


    ~~ A note for transparency: we receive nothing ~~

    Rask, the publisher of the podcast series, is a privately owned company. It's majority-owned and run by Owen. Unless explicitly stated otherwise, you can assume that Owen and Rask Group receive nothing for mentioning companies, products or services in our podcasts.


    “The best part was the disclaimer” – said no-one ever


    This information warning is actually important (that’s why we write it in the same size font... unlike our competitors).


    This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing is risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts.


    Date of recording: 10 March, 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2722 no     Invest your time better with Nir Eyal https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ This podcast with Nir Eyal on The Australian Investors Podcast first appeared on The Australian Finance Podcast. Nir Eyal is a successful author, investor and advocate for investing your time and money better. Do you value time or money more? Today’s episode is a little different to our normal money & investing content, but in our opinion just as important. Our podcast is all about helping our community invest their time and money, better. Today we’re going to dive deep into the time side of things, and explore ways we can take back control of our time, schedules and life, and spend it in meaningful ways. To do this, we’ve got best-selling author of Hooked and Indistractable Nir Eyal on the show, who is an expert in this area. Plus, we discuss the root cause of distractions, why you’re putting off doing less pleasant tasks like taxes and how we can better protect our time. This is important episode for listeners at any stage in their journey, because it’s all about maximising your choices in life and spending more time on the things that bring you joy (because money can’t buy time). Access Owen's 10 high conviction small cap reccomendations today, with $500 off using the coupon code "AIP". Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 9th February 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 09 Mar 2022 04:00:00 -0000 full 4 19 Rask This podcast with Nir Eyal on The Australian Investors Podcast first appeared on The Australian Finance Podcast. Nir Eyal is a successful author, investor and advocate for investing your time and money better. This podcast with Nir Eyal on The Australian Investors Podcast first appeared on The Australian Finance Podcast. Nir Eyal is a successful author, investor and advocate for investing your time and money better. Do you value time or money more? Today’s episode is a little different to our normal money & investing content, but in our opinion just as important. Our podcast is all about helping our community invest their time and money, better. Today we’re going to dive deep into the time side of things, and explore ways we can take back control of our time, schedules and life, and spend it in meaningful ways. To do this, we’ve got best-selling author of Hooked and Indistractable Nir Eyal on the show, who is an expert in this area. Plus, we discuss the root cause of distractions, why you’re putting off doing less pleasant tasks like taxes and how we can better protect our time. This is important episode for listeners at any stage in their journey, because it’s all about maximising your choices in life and spending more time on the things that bring you joy (because money can’t buy time). Access Owen's 10 high conviction small cap reccomendations today, with $500 off using the coupon code "AIP". Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 9th February 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices This podcast with Nir Eyal on The Australian Investors Podcast first appeared on The Australian Finance Podcast.


    Nir Eyal is a successful author, investor and advocate for investing your time and money better.

    Do you value time or money more?


    Today’s episode is a little different to our normal money & investing content, but in our opinion just as important. Our podcast is all about helping our community invest their time and money, better.


    Today we’re going to dive deep into the time side of things, and explore ways we can take back control of our time, schedules and life, and spend it in meaningful ways. To do this, we’ve got best-selling author of Hooked and Indistractable Nir Eyal on the show, who is an expert in this area.


    Plus, we discuss the root cause of distractions, why you’re putting off doing less pleasant tasks like taxes and how we can better protect our time. This is important episode for listeners at any stage in their journey, because it’s all about maximising your choices in life and spending more time on the things that bring you joy (because money can’t buy time).


    Access Owen's 10 high conviction small cap reccomendations today, with $500 off using the coupon code "AIP".


    Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: 9th February 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3228 no     Our top 10 doses of Warren Buffett wisdom https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Owen Rask is joined by Drew Meredith, CFP to reflect on Warren Buffett's latest Berkshire Hathaway (BRK) shareholder letter and share 10 pieces of Buffett's wisdom. 5 of Owen's favourite Buffett ideas are as follows: Buffett the teacher & the Orangutan effect. Teach a monkey and you'll be a better investor. Closing the market for 5 years anchors you to valuation, not price. "Favorable long-term prospects" and what it means. It doesn't mean themes or sectors. It means strong franchises. Staying invested - Buffett has $US144 billion of cash! He's wanted to be 100% equities since the 1960s! Focus on Owner earnings - increasing asset values & dividend income are what matter. Drew's 5 Buffett's insights: Work-life balance doesn't get you ahead. Buffett eats annual reports for breakfast. Buffett does business-picking, not stock-picking. Compounding returns, not indexing. Buffett is a private equity investor. Buffett's big four & true diversification in action. Insurance & Statutory fund; Apple, Railroads and Energy. Decarbonising the world is going to start at the top. Resources: Buffett's annual letters Drew's article for Wattle Partners Owen's article for Rask Buffett's GEICO research from 1951: Get in touch with Owen or Drew: Owen's Twitter: https://www.twitter.com/owenrask Send Drew an email via Wattle Partners: http://www.wattlepartners.com.au/contact-1 Like it? Love it? Hate it? Tell me about it... If you like The Australian Investors Podcast, say g'day to Owen on Twitter. We'd like to get your suggestions for future episodes. Say “G’DAY” to Owen: Twitter or Instagram ~~ A note for transparency: we receive nothing ~~ Rask, the publisher of the podcast series, is a privately owned company. It's owned and run by Owen. But you should know that Drew is a shareholder in The Rask Group Pty Ltd, and Wattle Partners provides us with operational support (e.g. we share an office space). But to be clear: Rask does not receive anything from Drew or Wattle Partners appearing on the show, or if you decide to his/their services. Owen and Drew are just like-minded investors who want to help people invest better. You can find out more by reading Rask's Financial Services Guide -- or simply by asking Owen or Drew. Want more of Owen’s best investment ideas? Please, right this way... To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest. Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights. “The best part was the disclaimer” – said no-one ever This information warning is actually important (that’s why we write it in the same size font... unlike our competitors). This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing is risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Date of recording: 3 March, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 04 Mar 2022 20:00:00 -0000 full 4 18 Rask Owen is joined by Drew Meredith, CFP to reflect on Warren Buffett's latest Berkshire Hathaway (BRK) shareholder letter and share 10 pieces of Buffett's wisdom. Owen Rask is joined by Drew Meredith, CFP to reflect on Warren Buffett's latest Berkshire Hathaway (BRK) shareholder letter and share 10 pieces of Buffett's wisdom. 5 of Owen's favourite Buffett ideas are as follows: Buffett the teacher & the Orangutan effect. Teach a monkey and you'll be a better investor. Closing the market for 5 years anchors you to valuation, not price. "Favorable long-term prospects" and what it means. It doesn't mean themes or sectors. It means strong franchises. Staying invested - Buffett has $US144 billion of cash! He's wanted to be 100% equities since the 1960s! Focus on Owner earnings - increasing asset values & dividend income are what matter. Drew's 5 Buffett's insights: Work-life balance doesn't get you ahead. Buffett eats annual reports for breakfast. Buffett does business-picking, not stock-picking. Compounding returns, not indexing. Buffett is a private equity investor. Buffett's big four & true diversification in action. Insurance & Statutory fund; Apple, Railroads and Energy. Decarbonising the world is going to start at the top. Resources: Buffett's annual letters Drew's article for Wattle Partners Owen's article for Rask Buffett's GEICO research from 1951: Get in touch with Owen or Drew: Owen's Twitter: https://www.twitter.com/owenrask Send Drew an email via Wattle Partners: http://www.wattlepartners.com.au/contact-1 Like it? Love it? Hate it? Tell me about it... If you like The Australian Investors Podcast, say g'day to Owen on Twitter. We'd like to get your suggestions for future episodes. Say “G’DAY” to Owen: Twitter or Instagram ~~ A note for transparency: we receive nothing ~~ Rask, the publisher of the podcast series, is a privately owned company. It's owned and run by Owen. But you should know that Drew is a shareholder in The Rask Group Pty Ltd, and Wattle Partners provides us with operational support (e.g. we share an office space). But to be clear: Rask does not receive anything from Drew or Wattle Partners appearing on the show, or if you decide to his/their services. Owen and Drew are just like-minded investors who want to help people invest better. You can find out more by reading Rask's Financial Services Guide -- or simply by asking Owen or Drew. Want more of Owen’s best investment ideas? Please, right this way... To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest. Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights. “The best part was the disclaimer” – said no-one ever This information warning is actually important (that’s why we write it in the same size font... unlike our competitors). This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing is risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Date of recording: 3 March, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Owen Rask is joined by Drew Meredith, CFP to reflect on Warren Buffett's latest Berkshire Hathaway (BRK) shareholder letter and share 10 pieces of Buffett's wisdom.


    5 of Owen's favourite Buffett ideas are as follows:

    1. Buffett the teacher & the Orangutan effect. Teach a monkey and you'll be a better investor.
    2. Closing the market for 5 years anchors you to valuation, not price.
    3. "Favorable long-term prospects" and what it means. It doesn't mean themes or sectors. It means strong franchises.
    4. Staying invested - Buffett has $US144 billion of cash! He's wanted to be 100% equities since the 1960s!
    5. Focus on Owner earnings - increasing asset values & dividend income are what matter.


    Drew's 5 Buffett's insights:

    1. Work-life balance doesn't get you ahead. Buffett eats annual reports for breakfast.
    2. Buffett does business-picking, not stock-picking.
    3. Compounding returns, not indexing. Buffett is a private equity investor.
    4. Buffett's big four & true diversification in action. Insurance & Statutory fund; Apple, Railroads and Energy.
    5. Decarbonising the world is going to start at the top.


    Resources:

    Buffett's annual letters

    Drew's article for Wattle Partners

    Owen's article for Rask

    Buffett's GEICO research from 1951:


    Get in touch with Owen or Drew:

    Owen's Twitter: https://www.twitter.com/owenrask

    Send Drew an email via Wattle Partners: http://www.wattlepartners.com.au/contact-1


    Like it? Love it? Hate it? Tell me about it...


    If you like The Australian Investors Podcast, say g'day to Owen on Twitter. We'd like to get your suggestions for future episodes. Say “G’DAY” to Owen: Twitter or Instagram


    ~~ A note for transparency: we receive nothing ~~


    Rask, the publisher of the podcast series, is a privately owned company. It's owned and run by Owen. But you should know that Drew is a shareholder in The Rask Group Pty Ltd, and Wattle Partners provides us with operational support (e.g. we share an office space). But to be clear: Rask does not receive anything from Drew or Wattle Partners appearing on the show, or if you decide to his/their services. Owen and Drew are just like-minded investors who want to help people invest better. You can find out more by reading Rask's Financial Services Guide -- or simply by asking Owen or Drew.


    Want more of Owen’s best investment ideas? Please, right this way...


    To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest.


    Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights.


    “The best part was the disclaimer” – said no-one ever


    This information warning is actually important (that’s why we write it in the same size font... unlike our competitors).


    This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing is risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts.


    Date of recording: 3 March, 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1484 no     Interview: Luke Durbin, Oracle Investment Management - The Buffett Way & Ethical Investing https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Luke Durbin is a Portfolio Manager of the Australian Equities Portfolio and a Director at Oracle Investment Management. He joins Raymond Jang on The Australian Investors Podcast to share his journey, the investing process and philosophy of Oracle Investment Management and ethical investing. His father and Chief Investment Officer, Peter Durbin founded the company in 2012 and the investment team is based in Newcastle. Luke provides an overview of the origins of Oracle Investment Management, the Buffett way of investing and his best and worst investments. Talking points Beginning – Luke Durbin relives his personal journey as an investor and tells how he got placed in the top 10 of the ASX Sharemarket game in high school. @10:30 – The Investing philosophy at Oracle Investment Management and key portfolios. @16:45 – How Luke and his investment team find ideas. @20:15 – Luke runs through the investing filter process when determining whether an idea warrants further research. @20:40 – Why the quality of the management team is a core focus. @26:30 – The valuation approach at Oracle Investment Management. @30:00 - Luke and I discuss why understanding customer value proposition and competition is important. Luke also briefly touches on Appen Ltd (ASX: APX) and Afterpay Ltd (ASX: APT). @33:00 - How Luke and the Oracle investing team approach selling. @35:45 - Luke shares some of his best and worst investments to date. @45:45 - Overview of the Ethically Diversified portfolio and Luke shares some insights on a few of the holdings. @57:40 - We find out who has had the most significant influence on Luke's personal and investing career. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 23rd February 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 02 Mar 2022 04:00:00 -0000 full 4 17 Rask Luke Durbin is a Portfolio Manager of the Australian Equities Portfolio and a Director at Oracle Investment Management. He joins Raymond Jang on The Australian Investors Podcast to share his journey, the investing process and philosophy of Oracle Investment Management and ethical investing. Luke Durbin is a Portfolio Manager of the Australian Equities Portfolio and a Director at Oracle Investment Management. He joins Raymond Jang on The Australian Investors Podcast to share his journey, the investing process and philosophy of Oracle Investment Management and ethical investing. His father and Chief Investment Officer, Peter Durbin founded the company in 2012 and the investment team is based in Newcastle. Luke provides an overview of the origins of Oracle Investment Management, the Buffett way of investing and his best and worst investments. Talking points Beginning – Luke Durbin relives his personal journey as an investor and tells how he got placed in the top 10 of the ASX Sharemarket game in high school. @10:30 – The Investing philosophy at Oracle Investment Management and key portfolios. @16:45 – How Luke and his investment team find ideas. @20:15 – Luke runs through the investing filter process when determining whether an idea warrants further research. @20:40 – Why the quality of the management team is a core focus. @26:30 – The valuation approach at Oracle Investment Management. @30:00 - Luke and I discuss why understanding customer value proposition and competition is important. Luke also briefly touches on Appen Ltd (ASX: APX) and Afterpay Ltd (ASX: APT). @33:00 - How Luke and the Oracle investing team approach selling. @35:45 - Luke shares some of his best and worst investments to date. @45:45 - Overview of the Ethically Diversified portfolio and Luke shares some insights on a few of the holdings. @57:40 - We find out who has had the most significant influence on Luke's personal and investing career. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 23rd February 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Luke Durbin is a Portfolio Manager of the Australian Equities Portfolio and a Director at Oracle Investment Management. He joins Raymond Jang on The Australian Investors Podcast to share his journey, the investing process and philosophy of Oracle Investment Management and ethical investing.


    His father and Chief Investment Officer, Peter Durbin founded the company in 2012 and the investment team is based in Newcastle. Luke provides an overview of the origins of Oracle Investment Management, the Buffett way of investing and his best and worst investments.


    Talking points

    Beginning – Luke Durbin relives his personal journey as an investor and tells how he got placed in the top 10 of the ASX Sharemarket game in high school.

    @10:30 – The Investing philosophy at Oracle Investment Management and key portfolios.

    @16:45 – How Luke and his investment team find ideas.

    @20:15 – Luke runs through the investing filter process when determining whether an idea warrants further research.

    @20:40 – Why the quality of the management team is a core focus.

    @26:30 – The valuation approach at Oracle Investment Management.

    @30:00 - Luke and I discuss why understanding customer value proposition and competition is important. Luke also briefly touches on Appen Ltd (ASX: APX) and Afterpay Ltd (ASX: APT).

    @33:00 - How Luke and the Oracle investing team approach selling.

    @35:45 - Luke shares some of his best and worst investments to date.

    @45:45 - Overview of the Ethically Diversified portfolio and Luke shares some insights on a few of the holdings.

    @57:40 - We find out who has had the most significant influence on Luke's personal and investing career.


    Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.


    Score $100 off Owen's high conviction ASX & US share research service, Rask Invest!


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: 23rd February 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3751 no     Stay calm: here's 6 beaten-down shares - SQ2, ZS, PLY, EVS, UPST & GLBE http://raskmedia.com.au/podcasts 7Investing's Dr Anirban Mahanti and Owen Rask are back to talk about the stock market volatility following Russia's decision to invade the Ukraine, and offer 6 stocks to watch right now. The six stocks Owen & Anirban talk about include: Zscaler Inc (NASDAQ: ZS) - A+ PlaySide Studios Ltd (ASX: PLY) - A Upstart Holdings (NASDAQ: UPST) - A Block Inc (NYSE: SQ) (ASX: SQ2) - A+ Global-E Online (NASDAQ: GLBE) - A Envirosuite Ltd (ASX: EVS) - B Owen's free investing courses: https://education.rask.com.au Get Owen's newsletter: https://www.rask.com.au/free-sign-up Join us on Twitter: Say “g’day” to Owen: Twitter or Instagram Say “howdy!” to Anirban on Twitter Resources Join 7Investing: https://www.7investing.com/subscribe Join Rask Invest: https://www.rask.com.au/subscriptions Full individual disclosures for each guest are available via the show notes page on https://www.raskmedia.com.au. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 25th Feb 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 25 Feb 2022 20:00:00 -0000 full 4 16 Rask Dr Anirban Mahanti and Owen Rask are back to talk about the stock market volatility following Russia's decision to invade the Ukraine, and offer 6 stocks to watch. 7Investing's Dr Anirban Mahanti and Owen Rask are back to talk about the stock market volatility following Russia's decision to invade the Ukraine, and offer 6 stocks to watch right now. The six stocks Owen & Anirban talk about include: Zscaler Inc (NASDAQ: ZS) - A+ PlaySide Studios Ltd (ASX: PLY) - A Upstart Holdings (NASDAQ: UPST) - A Block Inc (NYSE: SQ) (ASX: SQ2) - A+ Global-E Online (NASDAQ: GLBE) - A Envirosuite Ltd (ASX: EVS) - B Owen's free investing courses: https://education.rask.com.au Get Owen's newsletter: https://www.rask.com.au/free-sign-up Join us on Twitter: Say “g’day” to Owen: Twitter or Instagram Say “howdy!” to Anirban on Twitter Resources Join 7Investing: https://www.7investing.com/subscribe Join Rask Invest: https://www.rask.com.au/subscriptions Full individual disclosures for each guest are available via the show notes page on https://www.raskmedia.com.au. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 25th Feb 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices 7Investing's Dr Anirban Mahanti and Owen Rask are back to talk about the stock market volatility following Russia's decision to invade the Ukraine, and offer 6 stocks to watch right now.


    The six stocks Owen & Anirban talk about include:

    • Zscaler Inc (NASDAQ: ZS) - A+
    • PlaySide Studios Ltd (ASX: PLY) - A
    • Upstart Holdings (NASDAQ: UPST) - A
    • Block Inc (NYSE: SQ) (ASX: SQ2) - A+
    • Global-E Online (NASDAQ: GLBE) - A
    • Envirosuite Ltd (ASX: EVS) - B



    Owen's free investing courses: https://education.rask.com.au

    Get Owen's newsletter: https://www.rask.com.au/free-sign-up


    Join us on Twitter:


    Resources

    Join 7Investing: https://www.7investing.com/subscribe

    Join Rask Invest: https://www.rask.com.au/subscriptions


    Full individual disclosures for each guest are available via the show notes page on https://www.raskmedia.com.au.


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: 25th Feb 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3220 no     3 ethical ASX companies ft. Mike Murray from Australian Ethical https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Welcome to the final instalment of the three-part Australian Investors Podcast mini-series on ethical investing in Australia, sponsored by Australian Ethical. I'm joined again by Mike Murray, Australian Ethical's Head of Domestic equities. In Part One of this series, I spoke with Dr Stuart Palmer about how Australian Ethical use their Charter to exclude about half of the companies on the ASX from the team's universe of investment ideas. In Part 2, Mike walked us through how he and the analyst team research companies and identify long-term compounders like Cochlear (ASX: COH) or Fisher & Paykal (ASX: FPH). You can go back to Parts One and Two by using the links in your podcast player. While you're there, don't forget to subscribe to The Australian Investors Podcast and, if you're really keen to help me out, leaving me an honest review. In this episode, the final part of our mini-series on ethical investing, Mike outlines his thesis for three Australian companies that are, at the time of recording, owned by the Australian Ethical High Conviction ETF. These companies are Healius Ltd (ASX: HLS), a laboratory testing and medical business formerly known as Primary Health Care; Pexa Ltd (ASX: PXA), which is by far Australia's most dominant property settlement and exchange platform; Downer Ltd (ASX: DOW), an industrials business working across many industries. As you'll hear from Mike, these companies have some wrinkles. But Mike does a great job of laying out his thesis. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 8th Feb 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 23 Feb 2022 04:01:00 -0000 full 4 13 Rask In part three of our three-part Australian Investors Podcast mini-series on ethical investing in Australia, sponsored by Australian Ethical -- a leader in ethical managed funds and superannuation -- I'm joined by Mike Murray, CFA. Welcome to the final instalment of the three-part Australian Investors Podcast mini-series on ethical investing in Australia, sponsored by Australian Ethical. I'm joined again by Mike Murray, Australian Ethical's Head of Domestic equities. In Part One of this series, I spoke with Dr Stuart Palmer about how Australian Ethical use their Charter to exclude about half of the companies on the ASX from the team's universe of investment ideas. In Part 2, Mike walked us through how he and the analyst team research companies and identify long-term compounders like Cochlear (ASX: COH) or Fisher & Paykal (ASX: FPH). You can go back to Parts One and Two by using the links in your podcast player. While you're there, don't forget to subscribe to The Australian Investors Podcast and, if you're really keen to help me out, leaving me an honest review. In this episode, the final part of our mini-series on ethical investing, Mike outlines his thesis for three Australian companies that are, at the time of recording, owned by the Australian Ethical High Conviction ETF. These companies are Healius Ltd (ASX: HLS), a laboratory testing and medical business formerly known as Primary Health Care; Pexa Ltd (ASX: PXA), which is by far Australia's most dominant property settlement and exchange platform; Downer Ltd (ASX: DOW), an industrials business working across many industries. As you'll hear from Mike, these companies have some wrinkles. But Mike does a great job of laying out his thesis. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 8th Feb 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Welcome to the final instalment of the three-part Australian Investors Podcast mini-series on ethical investing in Australia, sponsored by Australian Ethical.

    I'm joined again by Mike Murray, Australian Ethical's Head of Domestic equities.


    In Part One of this series, I spoke with Dr Stuart Palmer about how Australian Ethical use their Charter to exclude about half of the companies on the ASX from the team's universe of investment ideas. In Part 2, Mike walked us through how he and the analyst team research companies and identify long-term compounders like Cochlear (ASX: COH) or Fisher & Paykal (ASX: FPH).


    You can go back to Parts One and Two by using the links in your podcast player. While you're there, don't forget to subscribe to The Australian Investors Podcast and, if you're really keen to help me out, leaving me an honest review.


    In this episode, the final part of our mini-series on ethical investing, Mike outlines his thesis for three Australian companies that are, at the time of recording, owned by the Australian Ethical High Conviction ETF.


    These companies are Healius Ltd (ASX: HLS), a laboratory testing and medical business formerly known as Primary Health Care; Pexa Ltd (ASX: PXA), which is by far Australia's most dominant property settlement and exchange platform; Downer Ltd (ASX: DOW), an industrials business working across many industries.


    As you'll hear from Mike, these companies have some wrinkles. But Mike does a great job of laying out his thesis.


    Watch the video version on the Rask Australia YouTube page.


    Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.

    Score $100 off Owen's high conviction ASX & US share research service, Rask Invest!


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    Full individual disclosures for each guest are available via the show notes page.


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: 8th Feb 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2589 no     ASX culture killers: the good, bad & ugly of company culture https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Does a company's culture really matter to investors? In this Australian Investors Podcast episode, Rask analysts Raymond Jang & Owen Rask look at some of ASX's best-performing companies over the past 5 years and explain why company culture is vitally important. The analyst duo takes a look at Nearmap (ASX: NEA), ARB Corporation (ASX: ARB), Commonwealth Bank (ASX: CBA) and Xero Limited (ASX: XRO) amongst many others. Show notes & ASX HR ratings: https://www.raskmedia.com.au/2022/02/18/culture-killers-the-asx/ Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 18th Feb 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 18 Feb 2022 20:00:00 -0000 full 4 15 Rask Rask analysts Raymond Jang & Owen Rask look at some of ASX's best-performing companies over the past 5 years and explain why company culture is vitally important. Does a company's culture really matter to investors? In this Australian Investors Podcast episode, Rask analysts Raymond Jang & Owen Rask look at some of ASX's best-performing companies over the past 5 years and explain why company culture is vitally important. The analyst duo takes a look at Nearmap (ASX: NEA), ARB Corporation (ASX: ARB), Commonwealth Bank (ASX: CBA) and Xero Limited (ASX: XRO) amongst many others. Show notes & ASX HR ratings: https://www.raskmedia.com.au/2022/02/18/culture-killers-the-asx/ Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 18th Feb 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Does a company's culture really matter to investors?


    In this Australian Investors Podcast episode, Rask analysts Raymond Jang & Owen Rask look at some of ASX's best-performing companies over the past 5 years and explain why company culture is vitally important.


    The analyst duo takes a look at Nearmap (ASX: NEA), ARB Corporation (ASX: ARB), Commonwealth Bank (ASX: CBA) and Xero Limited (ASX: XRO) amongst many others.


    Show notes & ASX HR ratings: https://www.raskmedia.com.au/2022/02/18/culture-killers-the-asx/


    Watch the video version on the Rask Australia YouTube page.


    Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.

    Score $100 off Owen's high conviction ASX & US share research service, Rask Invest!


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    Full individual disclosures for each guest are available via the show notes page.


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: 18th Feb 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2759 no     Inside Australian Ethical’s High Conviction Active ETF (AEAE) with Mike Murray, CFA https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Mike Murray, CFA is the Head of Domestic equities at Australian Ethical. In this conversation, Mike walks us through the investment pillar of Australian Ethical's process. We talk about business models, including repeatability, scaling, gross margins and capital intensity. Then we get a little nerdy and dive into valuation, expected returns and risk management. In this conversation, Mike shares the secrets behind companies like Cochlear Ltd (ASX: COH), Downer Ltd (ASX: DOW), Australian Ethical Investment Ltd (ASX: AEF) (the ASX-listed company) and Fisher & Paykel (ASX: FPH). Basically, if you want to know what makes great companies great investments, this is the episode for you. Before I ask Mike for his best-ever investment, a quick note. Please remember that this episode is part two of our three-part mini series, Ethical Investing in Australia. In part one I spoke with Dr Stuart Palmer, Head of Ethics Research, and we set the scene for this chat with Mike. So if you go thinking "I think I'm missing something?", just go back and listen to Part One first. Part One should be available in your podcast player and I've included a link in the show notes. Here's Mike Murray, Australian Ethical's Head of Domestic Equities, answering my question "what the best investment you've ever made?"... In part two and part three I'm joined by Australian Ethical's Head of Australian Equities, Mike Murray, who walks us through the investing pillar of Australian Ethical and then offers us 3 ethical investment ideas from Australian Ethical's Australian Shares High Conviction ETF (CBOE: AEAE). I hope you enjoy this conversation with Dr Stuart Parlmer of Australian Ethical. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 8th Feb 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 16 Feb 2022 04:00:00 -0000 full 4 12 Rask In part two of our three-part Australian Investors Podcast mini-series on ethical investing in Australia, sponsored by Australian Ethical -- a leader in ethical managed funds and superannuation -- I'm joined by Mike Murray, CFA. Mike Murray, CFA is the Head of Domestic equities at Australian Ethical. In this conversation, Mike walks us through the investment pillar of Australian Ethical's process. We talk about business models, including repeatability, scaling, gross margins and capital intensity. Then we get a little nerdy and dive into valuation, expected returns and risk management. In this conversation, Mike shares the secrets behind companies like Cochlear Ltd (ASX: COH), Downer Ltd (ASX: DOW), Australian Ethical Investment Ltd (ASX: AEF) (the ASX-listed company) and Fisher & Paykel (ASX: FPH). Basically, if you want to know what makes great companies great investments, this is the episode for you. Before I ask Mike for his best-ever investment, a quick note. Please remember that this episode is part two of our three-part mini series, Ethical Investing in Australia. In part one I spoke with Dr Stuart Palmer, Head of Ethics Research, and we set the scene for this chat with Mike. So if you go thinking "I think I'm missing something?", just go back and listen to Part One first. Part One should be available in your podcast player and I've included a link in the show notes. Here's Mike Murray, Australian Ethical's Head of Domestic Equities, answering my question "what the best investment you've ever made?"... In part two and part three I'm joined by Australian Ethical's Head of Australian Equities, Mike Murray, who walks us through the investing pillar of Australian Ethical and then offers us 3 ethical investment ideas from Australian Ethical's Australian Shares High Conviction ETF (CBOE: AEAE). I hope you enjoy this conversation with Dr Stuart Parlmer of Australian Ethical. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 8th Feb 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Mike Murray, CFA is the Head of Domestic equities at Australian Ethical. In this conversation, Mike walks us through the investment pillar of Australian Ethical's process. We talk about business models, including repeatability, scaling, gross margins and capital intensity. Then we get a little nerdy and dive into valuation, expected returns and risk management.


    In this conversation, Mike shares the secrets behind companies like Cochlear Ltd (ASX: COH), Downer Ltd (ASX: DOW), Australian Ethical Investment Ltd (ASX: AEF) (the ASX-listed company) and Fisher & Paykel (ASX: FPH).


    Basically, if you want to know what makes great companies great investments, this is the episode for you.


    Before I ask Mike for his best-ever investment, a quick note. Please remember that this episode is part two of our three-part mini series, Ethical Investing in Australia.


    In part one I spoke with Dr Stuart Palmer, Head of Ethics Research, and we set the scene for this chat with Mike. So if you go thinking "I think I'm missing something?", just go back and listen to Part One first. Part One should be available in your podcast player and I've included a link in the show notes.

    Here's Mike Murray, Australian Ethical's Head of Domestic Equities, answering my question "what the best investment you've ever made?"...


    In part two and part three I'm joined by Australian Ethical's Head of Australian Equities, Mike Murray, who walks us through the investing pillar of Australian Ethical and then offers us 3 ethical investment ideas from Australian Ethical's Australian Shares High Conviction ETF (CBOE: AEAE).

    I hope you enjoy this conversation with Dr Stuart Parlmer of Australian Ethical.


    Watch the video version on the Rask Australia YouTube page.


    Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.

    Score $100 off Owen's high conviction ASX & US share research service, Rask Invest!


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    Full individual disclosures for each guest are available via the show notes page.


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: 8th Feb 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3184 no     8 shares in 40 min: AAPL, PLY, GOOG, CBA, TWLO, NAN, FB & CPU https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ On this episode of The Australian Investors Podcast, 7Investing's Dr Anirban Mahanti and Owen Rask tackle today's ASX news and results from Apple Inc (NASDAQ: AAPL), PlaySide Studios Ltd (ASX: PLY), Alphabet Inc (NASDAQ: GOOGL), Commonwealth Bank of Australia (ASX: CBA), Twilio Inc (NYSE: TWLO), Nanosonics Ltd (ASX: NAN), Meta Systems Inc (NASDAQ: FB) and Computershare Ltd (ASX: CPU). Dig into the SHOW NOTES: https://www.raskmedia.com.au/2022/02/12/aapl-ply-goog-cba-twlo-nan-fb-cpu/ Owen's free investing courses: https://education.rask.com.au Get Owen's newsletter: https://www.rask.com.au/free-sign-up Join us on Twitter: Say “g’day” to Owen: Twitter or Instagram Say “howdy!” to Anirban on Twitter Resources Join 7Investing: https://www.7investing.com/subscribe Anirban's Twilio tweet: https://twitter.com/7amahanti/status/1491589875698913280 Join Rask Invest: https://www.rask.com.au/subscriptions Full individual disclosures for each guest are available via the show notes page on https://www.raskmedia.com.au. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 11th Feb 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 11 Feb 2022 20:00:00 -0000 full 4 14 Rask Anirban is back with Owen to talk results & reports from Apple, Google, PlaySide Studios, Commbank, Twilio & more! On this episode of The Australian Investors Podcast, 7Investing's Dr Anirban Mahanti and Owen Rask tackle today's ASX news and results from Apple Inc (NASDAQ: AAPL), PlaySide Studios Ltd (ASX: PLY), Alphabet Inc (NASDAQ: GOOGL), Commonwealth Bank of Australia (ASX: CBA), Twilio Inc (NYSE: TWLO), Nanosonics Ltd (ASX: NAN), Meta Systems Inc (NASDAQ: FB) and Computershare Ltd (ASX: CPU). Dig into the SHOW NOTES: https://www.raskmedia.com.au/2022/02/12/aapl-ply-goog-cba-twlo-nan-fb-cpu/ Owen's free investing courses: https://education.rask.com.au Get Owen's newsletter: https://www.rask.com.au/free-sign-up Join us on Twitter: Say “g’day” to Owen: Twitter or Instagram Say “howdy!” to Anirban on Twitter Resources Join 7Investing: https://www.7investing.com/subscribe Anirban's Twilio tweet: https://twitter.com/7amahanti/status/1491589875698913280 Join Rask Invest: https://www.rask.com.au/subscriptions Full individual disclosures for each guest are available via the show notes page on https://www.raskmedia.com.au. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 11th Feb 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices On this episode of The Australian Investors Podcast, 7Investing's Dr Anirban Mahanti and Owen Rask tackle today's ASX news and results from Apple Inc (NASDAQ: AAPL), PlaySide Studios Ltd (ASX: PLY), Alphabet Inc (NASDAQ: GOOGL), Commonwealth Bank of Australia (ASX: CBA), Twilio Inc (NYSE: TWLO), Nanosonics Ltd (ASX: NAN), Meta Systems Inc (NASDAQ: FB) and Computershare Ltd (ASX: CPU).


    Dig into the SHOW NOTES: https://www.raskmedia.com.au/2022/02/12/aapl-ply-goog-cba-twlo-nan-fb-cpu/

    Owen's free investing courses: https://education.rask.com.au

    Get Owen's newsletter: https://www.rask.com.au/free-sign-up


    Join us on Twitter:


    Resources

    Join 7Investing: https://www.7investing.com/subscribe

    Anirban's Twilio tweet: https://twitter.com/7amahanti/status/1491589875698913280

    Join Rask Invest: https://www.rask.com.au/subscriptions


    Full individual disclosures for each guest are available via the show notes page on https://www.raskmedia.com.au.


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: 11th Feb 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3071 no     Ethical investing deep dive with Australian Ethical Head of Ethics Research, Dr Stuart Palmer https://www.raskmedia.com.au/2022/02/09/australian-ethical-stuart-palmer/ Welcome to part one of our three-part Australian Investors Podcast mini-series on Ethical Investing in Australia, sponsored by Australian Ethical -- a leader in ethical managed funds and superannuation. In part one of this mini-series, Ethical Investing in Australia, you're going to hear from Australian Ethical's Dr Stuart Palmer. Stuart walks us through the evolution of ethical investing, the Australian Ethical Charter, the core tenants of the Australian Ethical investing process and how the ethical filter creates a universe of investible companies. Finally, I ask for Stuart's response to owning Westpac Banking Corp (ASX: WBC) and Facebook / Meta Systems Inc (NASDAQ: FB) stock -- then I run 5 ASX companies past him and his ethical filter: - Guzman y Gomez. A private company involved in Mexican fast food). - National Storage REIT (ASX: NSR). A self-storage REIT, offers a dividend. - Tyro Payments (ASX: TYR). A card terminals payments business. - ARB Corporation (ASX: ARB). The 4x4 accessories company. - Aussie Broadband (ASX: ABB). Provides low-cost NBN with good customer service. In part two and part three I'm joined by Australian Ethical's Head of Australian Equities, Mike Murray, who walks us through the investing pillar of Australian Ethical and then offers us 3 ethical investment ideas from Australian Ethical's Australian Shares High Conviction ETF (CBOE: AEAE). I hope you enjoy this conversation with Dr Stuart Palmer of Australian Ethical. Resources: Full show notes Learn about the AE Australian Shares High Conviction ETF Ethical Charter - Australian Ethical Mike's LinkedIn Stuart's LinkedIn Owen's ethical investing course DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 8th of February 2022. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 09 Feb 2022 05:20:00 -0000 full 4 11 Rask Owen chats with Australian Ethical's Dr Stuart Palmer about ethical investing, META Systems, Westpac & 5 other ASX shares. Welcome to part one of our three-part Australian Investors Podcast mini-series on Ethical Investing in Australia, sponsored by Australian Ethical -- a leader in ethical managed funds and superannuation. In part one of this mini-series, Ethical Investing in Australia, you're going to hear from Australian Ethical's Dr Stuart Palmer. Stuart walks us through the evolution of ethical investing, the Australian Ethical Charter, the core tenants of the Australian Ethical investing process and how the ethical filter creates a universe of investible companies. Finally, I ask for Stuart's response to owning Westpac Banking Corp (ASX: WBC) and Facebook / Meta Systems Inc (NASDAQ: FB) stock -- then I run 5 ASX companies past him and his ethical filter: - Guzman y Gomez. A private company involved in Mexican fast food). - National Storage REIT (ASX: NSR). A self-storage REIT, offers a dividend. - Tyro Payments (ASX: TYR). A card terminals payments business. - ARB Corporation (ASX: ARB). The 4x4 accessories company. - Aussie Broadband (ASX: ABB). Provides low-cost NBN with good customer service. In part two and part three I'm joined by Australian Ethical's Head of Australian Equities, Mike Murray, who walks us through the investing pillar of Australian Ethical and then offers us 3 ethical investment ideas from Australian Ethical's Australian Shares High Conviction ETF (CBOE: AEAE). I hope you enjoy this conversation with Dr Stuart Palmer of Australian Ethical. Resources: Full show notes Learn about the AE Australian Shares High Conviction ETF Ethical Charter - Australian Ethical Mike's LinkedIn Stuart's LinkedIn Owen's ethical investing course DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 8th of February 2022. Learn more about your ad choices. Visit megaphone.fm/adchoices Welcome to part one of our three-part Australian Investors Podcast mini-series on Ethical Investing in Australia, sponsored by Australian Ethical -- a leader in ethical managed funds and superannuation.


    In part one of this mini-series, Ethical Investing in Australia, you're going to hear from Australian Ethical's Dr Stuart Palmer.


    Stuart walks us through the evolution of ethical investing, the Australian Ethical Charter, the core tenants of the Australian Ethical investing process and how the ethical filter creates a universe of investible companies. Finally, I ask for Stuart's response to owning Westpac Banking Corp (ASX: WBC) and Facebook / Meta Systems Inc (NASDAQ: FB) stock -- then I run 5 ASX companies past him and his ethical filter:


    - Guzman y Gomez. A private company involved in Mexican fast food).

    - National Storage REIT (ASX: NSR). A self-storage REIT, offers a dividend.

    - Tyro Payments (ASX: TYR). A card terminals payments business.

    - ARB Corporation (ASX: ARB). The 4x4 accessories company.

    - Aussie Broadband (ASX: ABB). Provides low-cost NBN with good customer service.


    In part two and part three I'm joined by Australian Ethical's Head of Australian Equities, Mike Murray, who walks us through the investing pillar of Australian Ethical and then offers us 3 ethical investment ideas from Australian Ethical's Australian Shares High Conviction ETF (CBOE: AEAE).

    I hope you enjoy this conversation with Dr Stuart Palmer of Australian Ethical.


    Resources:


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: 8th of February 2022.


    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3717 no     FANGs: Now a value play? Ft. Kanish Chugh https://bit.ly/fang22 Meta Platforms Inc (NASDAQ: FB) stock price crunched. Amazon.Com Inc (NASDAQ: AMZN) takes flight. Is this end of FANG stocks? Or... Are FANG stocks cheap? Show notes: https://bit.ly/fang22 In this episode of The Australian Investors Podcast analyst Owen Rask and ETF Securities' Kanish Chugh talk about FANG stocks, the FANG+ ETF and make the case for FANG stocks to stave off inflation. Resources: FANG+ ETF holdings GOLD: Owen & Kanish's chat Twitter thread: Facebook's Chess Move on Gaming US stocks mentioned in this Australian Investors Podcast episode include: Meta Platforms Inc (NASDAQ: FB) Alphabet Inc (NASDAQ: GOOGL) Apple Inc (NASDAQ: AAPL) Microsoft Corp (NASDAQ: MSFT) Tesla Inc (NASDAQ: TSLA) Amazon.com Inc (NASDAQ: AMZN) Baidu Inc Alibaba Holding (NYSE: BABA) ETFs discussed in this podcast include: ETF Securities GOLD ETF (ASX: GOLD) ETF Securities FANG ETF (ASX: FANG) Cryptocurrencies mentioned in this podcast: Bitcoin (BTC) ASX shares that get a mention: Redbubble Ltd (ASX: RBL) Cochlear Ltd (ASX: COH) Amcor Ltd (ASX: AMC) Slater & Gordon Ltd (ASX: SGH) The Australian Investors Podcast is one of Australia’s top investor podcasts, as ranked by Apple Podcasts & Spotify, focused on investing in ASX & global markets. Invest. better. With The Australian Investors Podcast. Subscribe on Apple. When you subscribe to the podcast on Apple Podcasts, Spotify, YouTube or Castbox you’ll get weekly insights on ASX & global shares, funds, ETFs and more. Let Owen be your field guide to investing profitably for decades to come. Show notes In this episode, Owen and Kanish discuss: The rise of inflation across the world How the GOLD ETF has performed since inflation has become the talk of the town The FANG ETF and why it booted Twitter in favour of Microsoft Owen's four-point checklist for companies to avoid (see below) Microsoft's dominance and the takeover of Activision Blizzard Facebook/Meta Platforms' $300 billion wipe-out and what it means Why Apple & Google have gained at the expense of Facebook/Meta Platforms YouTube's dominance -- it's now bigger than Netflix Inc (NASDAQ: NFLX)! Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 04 Feb 2022 20:00:00 -0000 full 4 10 Rask Meta Platforms Inc (NASDAQ: FB) stock price crunched. Amazon.Com Inc (NASDAQ: AMZN) takes flight. Is this end of FANG stocks? Or... are FANG stocks cheap? Kanish Chugh and Owen Rask discuss. Meta Platforms Inc (NASDAQ: FB) stock price crunched. Amazon.Com Inc (NASDAQ: AMZN) takes flight. Is this end of FANG stocks? Or... Are FANG stocks cheap? Show notes: https://bit.ly/fang22 In this episode of The Australian Investors Podcast analyst Owen Rask and ETF Securities' Kanish Chugh talk about FANG stocks, the FANG+ ETF and make the case for FANG stocks to stave off inflation. Resources: FANG+ ETF holdings GOLD: Owen & Kanish's chat Twitter thread: Facebook's Chess Move on Gaming US stocks mentioned in this Australian Investors Podcast episode include: Meta Platforms Inc (NASDAQ: FB) Alphabet Inc (NASDAQ: GOOGL) Apple Inc (NASDAQ: AAPL) Microsoft Corp (NASDAQ: MSFT) Tesla Inc (NASDAQ: TSLA) Amazon.com Inc (NASDAQ: AMZN) Baidu Inc Alibaba Holding (NYSE: BABA) ETFs discussed in this podcast include: ETF Securities GOLD ETF (ASX: GOLD) ETF Securities FANG ETF (ASX: FANG) Cryptocurrencies mentioned in this podcast: Bitcoin (BTC) ASX shares that get a mention: Redbubble Ltd (ASX: RBL) Cochlear Ltd (ASX: COH) Amcor Ltd (ASX: AMC) Slater & Gordon Ltd (ASX: SGH) The Australian Investors Podcast is one of Australia’s top investor podcasts, as ranked by Apple Podcasts & Spotify, focused on investing in ASX & global markets. Invest. better. With The Australian Investors Podcast. Subscribe on Apple. When you subscribe to the podcast on Apple Podcasts, Spotify, YouTube or Castbox you’ll get weekly insights on ASX & global shares, funds, ETFs and more. Let Owen be your field guide to investing profitably for decades to come. Show notes In this episode, Owen and Kanish discuss: The rise of inflation across the world How the GOLD ETF has performed since inflation has become the talk of the town The FANG ETF and why it booted Twitter in favour of Microsoft Owen's four-point checklist for companies to avoid (see below) Microsoft's dominance and the takeover of Activision Blizzard Facebook/Meta Platforms' $300 billion wipe-out and what it means Why Apple & Google have gained at the expense of Facebook/Meta Platforms YouTube's dominance -- it's now bigger than Netflix Inc (NASDAQ: NFLX)! Learn more about your ad choices. Visit megaphone.fm/adchoices Meta Platforms Inc (NASDAQ: FB) stock price crunched. Amazon.Com Inc (NASDAQ: AMZN) takes flight. Is this end of FANG stocks? Or...


    Are FANG stocks cheap?


    Show notes: https://bit.ly/fang22


    In this episode of The Australian Investors Podcast analyst Owen Rask and ETF Securities' Kanish Chugh talk about FANG stocks, the FANG+ ETF and make the case for FANG stocks to stave off inflation.


    Resources:



    US stocks mentioned in this Australian Investors Podcast episode include:

    • Meta Platforms Inc (NASDAQ: FB)
    • Alphabet Inc (NASDAQ: GOOGL)
    • Apple Inc (NASDAQ: AAPL)
    • Microsoft Corp (NASDAQ: MSFT)
    • Tesla Inc (NASDAQ: TSLA)
    • Amazon.com Inc (NASDAQ: AMZN)
    • Baidu Inc
    • Alibaba Holding (NYSE: BABA)

    ETFs discussed in this podcast include:

    • ETF Securities GOLD ETF (ASX: GOLD)
    • ETF Securities FANG ETF (ASX: FANG)

    Cryptocurrencies mentioned in this podcast:

    • Bitcoin (BTC)

    ASX shares that get a mention:

    • Redbubble Ltd (ASX: RBL)
    • Cochlear Ltd (ASX: COH)
    • Amcor Ltd (ASX: AMC)
    • Slater & Gordon Ltd (ASX: SGH)



    The Australian Investors Podcast is one of Australia’s top investor podcasts, as ranked by Apple Podcasts & Spotify, focused on investing in ASX & global markets.

    Invest. better. With The Australian Investors Podcast. Subscribe on Apple.

    When you subscribe to the podcast on Apple Podcasts, Spotify, YouTube or Castbox you’ll get weekly insights on ASX & global shares, funds, ETFs and more. Let Owen be your field guide to investing profitably for decades to come.

    Show notes

    In this episode, Owen and Kanish discuss:

    • The rise of inflation across the world
    • How the GOLD ETF has performed since inflation has become the talk of the town
    • The FANG ETF and why it booted Twitter in favour of Microsoft
    • Owen's four-point checklist for companies to avoid (see below)
    • Microsoft's dominance and the takeover of Activision Blizzard
    • Facebook/Meta Platforms' $300 billion wipe-out and what it means
    • Why Apple & Google have gained at the expense of Facebook/Meta Platforms
    • YouTube's dominance -- it's now bigger than Netflix Inc (NASDAQ: NFLX)!

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2688 no     How to analyse any fund manager https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this episode of The Australian Investors Podcast analyst Owen Rask and Wattle Partners financial adviser Drew Meredith, CFP discuss how to analyse a fund manager. Using Drew's experience as a financial adviser and Owen's experience interviewing fund managers and time spent being a fund analyst, the duo breaks down what it takes to analyse a fund manager before investing. SHOW NOTES: https://www.raskmedia.com.au/2022/02/02/how-to-analyse-any-fund-manager/ When you subscribe to the podcast on Apple Podcasts, Spotify, YouTube or Castbox you’ll get weekly insights on ASX & global shares, funds, ETFs and more. Let Owen be your field guide to investing profitably for decades to come. ~~~ Show notes ~~~ In this episode, Owen and Drew cover: Is active funds management worth it, why? How do you measure the effectiveness of a fund? Tracking error is good for passive funds. For example, if a fund or ETF tracks the ASX 200 (ASX: XJO) the tracking error would tell you ‘how well has the fund followed the ASX 200’. For an active fund manager, the active share metric measures ‘how different is the fund’s positions compared to the index’? Obviously, for active fund managers it’s important they are more active and less passive (i.e. less closely matching the index). Low downside capture, higher upside capture. ‘Capture’ refers to how the return of a fund matches the return of the market. For example, if a fund returned 10% when the market went up 20%, the upside capture would be 50% (or 0.5). If the market fell 20% but the fund returned 1% (positive), its downside capture would be very low. Meaning, it doesn’t ‘follow’ the market down — which is a good thing. Correlation. Correlation measures how two investments behave around each other. For example, if there is a correlation of +1.0 between an Australian shares fund and your portfolio, we would say it does not have any risk benefits for the portfolio (because they’re both positively and perfectly correlated — meaning they move in the same direction at the same time). Gold prices can have a low or negative correlation to shares/equities, meaning they can move in opposite directions — so it could help lower the impact of a stock market crash. Sector diversification. Basically, how well are you diversified and how well is the fund or ETF diversified? “Style drift” and understanding why your fund manager has changed their strategy or focus. Do they do what they say and has that changed? Are some parts of a portfolio better reserved for active funds management? This really depends on the underlying index, as that is essentially what you are getting. Fixed income, in this environment, should be active, but if interest rates were at 7 per cent, I — Drew — would be passive all the way. For US equities the S&P 500 is 30 per cent invested in just five companies, so a combination of active and passive is likely warranted, just to gain real diversification into more parts of the market. When you study fund managers, Drew, is it top-down or bottom-up? Usually, we are looking at fund managers for a purpose, so it’s ‘top down’ (e.g. ‘we need some Australian shares for this client’) We think about it in terms of factor exposure, meaning how is the portfolio exposed value, income, size, and momentum (the four quantitative factors). Then, which factors are likely to perform better during the current market and what are we missing? We then go through the due diligence, getting a universe of options, before considering. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 02 Feb 2022 04:54:00 -0000 full 4 9 Rask Drew Meredith joins Owen to break down what it takes to analyse a fund manager before investing. In this episode of The Australian Investors Podcast analyst Owen Rask and Wattle Partners financial adviser Drew Meredith, CFP discuss how to analyse a fund manager. Using Drew's experience as a financial adviser and Owen's experience interviewing fund managers and time spent being a fund analyst, the duo breaks down what it takes to analyse a fund manager before investing. SHOW NOTES: https://www.raskmedia.com.au/2022/02/02/how-to-analyse-any-fund-manager/ When you subscribe to the podcast on Apple Podcasts, Spotify, YouTube or Castbox you’ll get weekly insights on ASX & global shares, funds, ETFs and more. Let Owen be your field guide to investing profitably for decades to come. ~~~ Show notes ~~~ In this episode, Owen and Drew cover: Is active funds management worth it, why? How do you measure the effectiveness of a fund? Tracking error is good for passive funds. For example, if a fund or ETF tracks the ASX 200 (ASX: XJO) the tracking error would tell you ‘how well has the fund followed the ASX 200’. For an active fund manager, the active share metric measures ‘how different is the fund’s positions compared to the index’? Obviously, for active fund managers it’s important they are more active and less passive (i.e. less closely matching the index). Low downside capture, higher upside capture. ‘Capture’ refers to how the return of a fund matches the return of the market. For example, if a fund returned 10% when the market went up 20%, the upside capture would be 50% (or 0.5). If the market fell 20% but the fund returned 1% (positive), its downside capture would be very low. Meaning, it doesn’t ‘follow’ the market down — which is a good thing. Correlation. Correlation measures how two investments behave around each other. For example, if there is a correlation of +1.0 between an Australian shares fund and your portfolio, we would say it does not have any risk benefits for the portfolio (because they’re both positively and perfectly correlated — meaning they move in the same direction at the same time). Gold prices can have a low or negative correlation to shares/equities, meaning they can move in opposite directions — so it could help lower the impact of a stock market crash. Sector diversification. Basically, how well are you diversified and how well is the fund or ETF diversified? “Style drift” and understanding why your fund manager has changed their strategy or focus. Do they do what they say and has that changed? Are some parts of a portfolio better reserved for active funds management? This really depends on the underlying index, as that is essentially what you are getting. Fixed income, in this environment, should be active, but if interest rates were at 7 per cent, I — Drew — would be passive all the way. For US equities the S&P 500 is 30 per cent invested in just five companies, so a combination of active and passive is likely warranted, just to gain real diversification into more parts of the market. When you study fund managers, Drew, is it top-down or bottom-up? Usually, we are looking at fund managers for a purpose, so it’s ‘top down’ (e.g. ‘we need some Australian shares for this client’) We think about it in terms of factor exposure, meaning how is the portfolio exposed value, income, size, and momentum (the four quantitative factors). Then, which factors are likely to perform better during the current market and what are we missing? We then go through the due diligence, getting a universe of options, before considering. Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of The Australian Investors Podcast analyst Owen Rask and Wattle Partners financial adviser Drew Meredith, CFP discuss how to analyse a fund manager. Using Drew's experience as a financial adviser and Owen's experience interviewing fund managers and time spent being a fund analyst, the duo breaks down what it takes to analyse a fund manager before investing.


    SHOW NOTES: https://www.raskmedia.com.au/2022/02/02/how-to-analyse-any-fund-manager/


    When you subscribe to the podcast on Apple Podcasts, Spotify, YouTube or Castbox you’ll get weekly insights on ASX & global shares, funds, ETFs and more. Let Owen be your field guide to investing profitably for decades to come.


    ~~~ Show notes ~~~


    In this episode, Owen and Drew cover:

    1. Is active funds management worth it, why?
    2. How do you measure the effectiveness of a fund?
    3. Tracking error is good for passive funds. For example, if a fund or ETF tracks the ASX 200 (ASX: XJO) the tracking error would tell you ‘how well has the fund followed the ASX 200’. For an active fund manager, the active share metric measures ‘how different is the fund’s positions compared to the index’? Obviously, for active fund managers it’s important they are more active and less passive (i.e. less closely matching the index).
    4. Low downside capture, higher upside capture. ‘Capture’ refers to how the return of a fund matches the return of the market. For example, if a fund returned 10% when the market went up 20%, the upside capture would be 50% (or 0.5). If the market fell 20% but the fund returned 1% (positive), its downside capture would be very low. Meaning, it doesn’t ‘follow’ the market down — which is a good thing.
    5. Correlation. Correlation measures how two investments behave around each other. For example, if there is a correlation of +1.0 between an Australian shares fund and your portfolio, we would say it does not have any risk benefits for the portfolio (because they’re both positively and perfectly correlated — meaning they move in the same direction at the same time). Gold prices can have a low or negative correlation to shares/equities, meaning they can move in opposite directions — so it could help lower the impact of a stock market crash.
    6. Sector diversification. Basically, how well are you diversified and how well is the fund or ETF diversified?
    7. “Style drift” and understanding why your fund manager has changed their strategy or focus. Do they do what they say and has that changed?

    Are some parts of a portfolio better reserved for active funds management?

    • This really depends on the underlying index, as that is essentially what you are getting. Fixed income, in this environment, should be active, but if interest rates were at 7 per cent, I — Drew — would be passive all the way.
    • For US equities the S&P 500 is 30 per cent invested in just five companies, so a combination of active and passive is likely warranted, just to gain real diversification into more parts of the market.

    When you study fund managers, Drew, is it top-down or bottom-up?

    • Usually, we are looking at fund managers for a purpose, so it’s ‘top down’ (e.g. ‘we need some Australian shares for this client’)
    • We think about it in terms of factor exposure, meaning how is the portfolio exposed value, income, size, and momentum (the four quantitative factors).
    • Then, which factors are likely to perform better during the current market and what are we missing? We then go through the due diligence, getting a universe of options, before considering.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1877 no     Why Owen owns Smartpay (SMP) shares & is Magellan (MFG) a value trap? https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this episode of The Australian Investors Podcast analyst Owen Rask and Wattle Partners financial adviser Drew Meredith, CFP identify ASX investments to watch like a hawk, including Smartpay Holdings Ltd (ASX: SMP), Magellan Financial Group Ltd (ASX: MFG), VanEck MSCI International Quality ETF (ASX: QUAL) and ETF Securities Morningstar Global Technology ETF (ASX: TECH). SHOW NOTES: https://www.raskmedia.com.au/2022/01/29/smp-mfg-qual-tech/ When you subscribe to the podcast on Apple Podcasts, Spotify, YouTube or Castbox you’ll get weekly insights on ASX & global shares, funds, ETFs and more. Let Owen be your field guide to investing profitably for decades to come. ~~~ Show notes ~~~ In this episode, Owen and Drew talk a good hard look at four investments on the ASX. In other, the duo cover: - VanEck QUAL ETF - Owen would put this as a Core or a Tactical holding - ETFS TECH ETF - Drew think this is a tactical holding - Smartpay Holdings Ltd (ASX: SMP) - Owen likes this a junior payments company growing rapidly - Magellan Financial Group (ASX: MFG) - Drew wonders if it is deep value... or value trap? Get in touch with Owen or Drew: Owen's Twitter: https://www.twitter.com/owenrask Send Drew an email via Wattle Partners: http://www.wattlepartners.com.au/contact-1 Like it? Love it? Hate it? Tell me about it... If you like The Australian Investors Podcast, say g'day to Owen on Twitter. We'd like to get your suggestions for future episodes. Say “G’DAY” to Owen: Twitter or Instagram ~~ A note for transparency: we receive nothing ~~ Rask, the publisher of the podcast series, is a privately owned company. It's owned and run by Owen. But you should know that Drew is a shareholder in The Rask Group Pty Ltd, and Wattle Partners provides us with operational support (e.g. we share an office space). But to be clear: Rask does not receive anything from Drew or Wattle Partners appearing on the show, or if you decide to his/their services. Owen and Drew are just like-minded investors who want to help people invest better. You can find out more by reading Rask's Financial Services Guide -- or simply by asking Owen or Drew. Want more of Owen’s best investment ideas? Please, right this way... To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest. Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights. “The best part was the disclaimer” – said no-one ever This information warning is actually important (that’s why we write it in the same size font... unlike our competitors). This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing is risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Date of recording: January 25th, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 28 Jan 2022 20:00:00 -0000 full 4 8 Rask Owen and Drew talk stocks & ETFs: Magellan (ASX:MFG), Smartpay Ltd (ASX:SMP), plus the QUAL & TECH ETFs. In this episode of The Australian Investors Podcast analyst Owen Rask and Wattle Partners financial adviser Drew Meredith, CFP identify ASX investments to watch like a hawk, including Smartpay Holdings Ltd (ASX: SMP), Magellan Financial Group Ltd (ASX: MFG), VanEck MSCI International Quality ETF (ASX: QUAL) and ETF Securities Morningstar Global Technology ETF (ASX: TECH). SHOW NOTES: https://www.raskmedia.com.au/2022/01/29/smp-mfg-qual-tech/ When you subscribe to the podcast on Apple Podcasts, Spotify, YouTube or Castbox you’ll get weekly insights on ASX & global shares, funds, ETFs and more. Let Owen be your field guide to investing profitably for decades to come. ~~~ Show notes ~~~ In this episode, Owen and Drew talk a good hard look at four investments on the ASX. In other, the duo cover: - VanEck QUAL ETF - Owen would put this as a Core or a Tactical holding - ETFS TECH ETF - Drew think this is a tactical holding - Smartpay Holdings Ltd (ASX: SMP) - Owen likes this a junior payments company growing rapidly - Magellan Financial Group (ASX: MFG) - Drew wonders if it is deep value... or value trap? Get in touch with Owen or Drew: Owen's Twitter: https://www.twitter.com/owenrask Send Drew an email via Wattle Partners: http://www.wattlepartners.com.au/contact-1 Like it? Love it? Hate it? Tell me about it... If you like The Australian Investors Podcast, say g'day to Owen on Twitter. We'd like to get your suggestions for future episodes. Say “G’DAY” to Owen: Twitter or Instagram ~~ A note for transparency: we receive nothing ~~ Rask, the publisher of the podcast series, is a privately owned company. It's owned and run by Owen. But you should know that Drew is a shareholder in The Rask Group Pty Ltd, and Wattle Partners provides us with operational support (e.g. we share an office space). But to be clear: Rask does not receive anything from Drew or Wattle Partners appearing on the show, or if you decide to his/their services. Owen and Drew are just like-minded investors who want to help people invest better. You can find out more by reading Rask's Financial Services Guide -- or simply by asking Owen or Drew. Want more of Owen’s best investment ideas? Please, right this way... To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest. Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights. “The best part was the disclaimer” – said no-one ever This information warning is actually important (that’s why we write it in the same size font... unlike our competitors). This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing is risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Date of recording: January 25th, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of The Australian Investors Podcast analyst Owen Rask and Wattle Partners financial adviser Drew Meredith, CFP identify ASX investments to watch like a hawk, including Smartpay Holdings Ltd (ASX: SMP), Magellan Financial Group Ltd (ASX: MFG), VanEck MSCI International Quality ETF (ASX: QUAL) and ETF Securities Morningstar Global Technology ETF (ASX: TECH).


    SHOW NOTES: https://www.raskmedia.com.au/2022/01/29/smp-mfg-qual-tech/


    When you subscribe to the podcast on Apple Podcasts, Spotify, YouTube or Castbox you’ll get weekly insights on ASX & global shares, funds, ETFs and more. Let Owen be your field guide to investing profitably for decades to come.


    ~~~ Show notes ~~~


    In this episode, Owen and Drew talk a good hard look at four investments on the ASX.


    In other, the duo cover:


    - VanEck QUAL ETF - Owen would put this as a Core or a Tactical holding

    - ETFS TECH ETF - Drew think this is a tactical holding

    - Smartpay Holdings Ltd (ASX: SMP) - Owen likes this a junior payments company growing rapidly

    - Magellan Financial Group (ASX: MFG) - Drew wonders if it is deep value... or value trap?


    Get in touch with Owen or Drew:

    Owen's Twitter: https://www.twitter.com/owenrask

    Send Drew an email via Wattle Partners: http://www.wattlepartners.com.au/contact-1


    Like it? Love it? Hate it? Tell me about it...


    If you like The Australian Investors Podcast, say g'day to Owen on Twitter. We'd like to get your suggestions for future episodes. Say “G’DAY” to Owen: Twitter or Instagram


    ~~ A note for transparency: we receive nothing ~~


    Rask, the publisher of the podcast series, is a privately owned company. It's owned and run by Owen. But you should know that Drew is a shareholder in The Rask Group Pty Ltd, and Wattle Partners provides us with operational support (e.g. we share an office space). But to be clear: Rask does not receive anything from Drew or Wattle Partners appearing on the show, or if you decide to his/their services. Owen and Drew are just like-minded investors who want to help people invest better. You can find out more by reading Rask's Financial Services Guide -- or simply by asking Owen or Drew.


    Want more of Owen’s best investment ideas? Please, right this way...


    To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest.


    Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights.


    “The best part was the disclaimer” – said no-one ever


    This information warning is actually important (that’s why we write it in the same size font... unlike our competitors).


    This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing is risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts.


    Date of recording: January 25th, 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1989 no     Inflation? Don't sweat it. Here's why. Ft. Drew Meredith, CFP https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ In this episode of The Australian Investors Podcast analyst Owen Rask and Wattle Partners financial adviser Drew Meredith, CFP walk you through what it takes to build an inflation-resistant portfolio. In this episode, Owen puts some hard questions to Drew about how he manages diversified portfolios for clients at Wattle Partners. The list of questions and talking points include: How are you dealing with inflation in client portfolios? How has your portfolio positioning changed between 2021 and 2022? Do you get worried by sell-offs, and how do you prepare for that? Instead of bonds, what are three things in your "defensive alternatives" bucket right now? With inflation rising, how can investors get protection? See below. Here are Drew's notes on his answer to question number-five: There is no perfect protection The threat is you put too much capital into one outcome and miss out on the alternatives Rules remain pretty simple Avoid junk, small, micro, non-profitable companies Stick with capital Remain diversified into multiple asset classes Have some hedges like Gold, silver Inflation-linked bonds Floating rate securities For shares: Buy cheaper, but quality companies Invest in companies exposed to key themes that are still occurring, regardless of inflation Get in touch with Owen or Drew: Owen's Twitter - say g'day! Send Drew an email via Wattle Partners Like it? Love it? Hate it? Tell me about it... If you like The Australian Investors Podcast, say g'day to Owen on Twitter. We'd like to get your suggestions for future episodes. Say “G’DAY” to Owen: Twitter or Instagram ~~ A note for transparency: we receive nothing ~~ Rask, the publisher of the podcast series, is a privately owned company. It's owned and run by Owen. But you should know that Drew is a shareholder in The Rask Group Pty Ltd, and Wattle Partners provides us with operational support (e.g. we share an office space). But to be clear: Rask does not receive anything from Drew or Wattle Partners appearing on the show, or if you decide to his/their services. Owen and Drew are just like-minded investors who want to help people invest better. You can find out more by reading Rask's Financial Services Guide -- or simply by asking Owen or Drew. Want more of Owen’s best investment ideas? Please, right this way... To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest. Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights. “The best part was the disclaimer” – said no-one ever This information warning is actually important (that’s why we write it in the same size font... unlike our competitors). This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Date of recording: January 25nd, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 26 Jan 2022 04:12:00 -0000 full 4 7 Rask What's all this talk about inflation? Here's the rub: don't sweat it. Here's how an expert is 'protecting' client portfolios. In this episode of The Australian Investors Podcast analyst Owen Rask and Wattle Partners financial adviser Drew Meredith, CFP walk you through what it takes to build an inflation-resistant portfolio. In this episode, Owen puts some hard questions to Drew about how he manages diversified portfolios for clients at Wattle Partners. The list of questions and talking points include: How are you dealing with inflation in client portfolios? How has your portfolio positioning changed between 2021 and 2022? Do you get worried by sell-offs, and how do you prepare for that? Instead of bonds, what are three things in your "defensive alternatives" bucket right now? With inflation rising, how can investors get protection? See below. Here are Drew's notes on his answer to question number-five: There is no perfect protection The threat is you put too much capital into one outcome and miss out on the alternatives Rules remain pretty simple Avoid junk, small, micro, non-profitable companies Stick with capital Remain diversified into multiple asset classes Have some hedges like Gold, silver Inflation-linked bonds Floating rate securities For shares: Buy cheaper, but quality companies Invest in companies exposed to key themes that are still occurring, regardless of inflation Get in touch with Owen or Drew: Owen's Twitter - say g'day! Send Drew an email via Wattle Partners Like it? Love it? Hate it? Tell me about it... If you like The Australian Investors Podcast, say g'day to Owen on Twitter. We'd like to get your suggestions for future episodes. Say “G’DAY” to Owen: Twitter or Instagram ~~ A note for transparency: we receive nothing ~~ Rask, the publisher of the podcast series, is a privately owned company. It's owned and run by Owen. But you should know that Drew is a shareholder in The Rask Group Pty Ltd, and Wattle Partners provides us with operational support (e.g. we share an office space). But to be clear: Rask does not receive anything from Drew or Wattle Partners appearing on the show, or if you decide to his/their services. Owen and Drew are just like-minded investors who want to help people invest better. You can find out more by reading Rask's Financial Services Guide -- or simply by asking Owen or Drew. Want more of Owen’s best investment ideas? Please, right this way... To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest. Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights. “The best part was the disclaimer” – said no-one ever This information warning is actually important (that’s why we write it in the same size font... unlike our competitors). This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Date of recording: January 25nd, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of The Australian Investors Podcast analyst Owen Rask and Wattle Partners financial adviser Drew Meredith, CFP walk you through what it takes to build an inflation-resistant portfolio.


    In this episode, Owen puts some hard questions to Drew about how he manages diversified portfolios for clients at Wattle Partners.


    The list of questions and talking points include:

    1. How are you dealing with inflation in client portfolios?
    2. How has your portfolio positioning changed between 2021 and 2022?
    3. Do you get worried by sell-offs, and how do you prepare for that?
    4. Instead of bonds, what are three things in your "defensive alternatives" bucket right now?
    5. With inflation rising, how can investors get protection? See below.


    Here are Drew's notes on his answer to question number-five:

    • There is no perfect protection
    • The threat is you put too much capital into one outcome and miss out on the alternatives
    • Rules remain pretty simple
    • Avoid junk, small, micro, non-profitable companies
    • Stick with capital
    • Remain diversified into multiple asset classes
    • Have some hedges like
    • Gold, silver
    • Inflation-linked bonds
    • Floating rate securities
    • For shares:
    • Buy cheaper, but quality companies
    • Invest in companies exposed to key themes that are still occurring, regardless of inflation


    Get in touch with Owen or Drew:


    Like it? Love it? Hate it? Tell me about it...

    If you like The Australian Investors Podcast, say g'day to Owen on Twitter. We'd like to get your suggestions for future episodes. Say “G’DAY” to Owen: Twitter or Instagram


    ~~ A note for transparency: we receive nothing ~~

    Rask, the publisher of the podcast series, is a privately owned company. It's owned and run by Owen. But you should know that Drew is a shareholder in The Rask Group Pty Ltd, and Wattle Partners provides us with operational support (e.g. we share an office space). But to be clear: Rask does not receive anything from Drew or Wattle Partners appearing on the show, or if you decide to his/their services. Owen and Drew are just like-minded investors who want to help people invest better. You can find out more by reading Rask's Financial Services Guide -- or simply by asking Owen or Drew.


    Want more of Owen’s best investment ideas? Please, right this way...

    To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest.

    Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights.


    “The best part was the disclaimer” – said no-one ever

    This information warning is actually important (that’s why we write it in the same size font... unlike our competitors).


    This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts.


    Date of recording: January 25nd, 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2696 no     Interview Pt 2: John Garrett, MA Financial Group - Mental Models https://www.raskmedia.com.au/podcasts/ John Garrett is a Portfolio Manager at MA Financial Group Ltd (ASX: MAF) (formerly Moelis Australia) and shares investing wisdom on his website, mastersinvest.com. He joins Raymond Jang on The Australian Investors Podcast to share his investing knowledge and lessons with our investing community. John's career in the financial markets has spanned across over nearly 25 years and currently manages three funds at MA Financial Group. His significant experience combined with an insatiable appetite for consuming books along with learning from the greats has helped him build an encyclopaedic knowledge of mental models to find great businesses, which can compound at high rates over long periods of time. Talking points - Which great investor resembles John the most. - Importance of understanding the qualitative factors that drive the financial output and taking a holistic view of the business. - Why companies that can 'fight the fade' are rare and can override a valuation model. Notable mentions include Meta Platforms Inc (NASDAQ: FB), Alphabet Inc (NASDAQ: GOOG) and REA Group Limited (ASX: REA). - Why John believes management and culture are the longest forms of potential competitive advantages. - How John devours so many books and retains knowledge to build his mental models. Book references include Let My People Go Surfing by the founder of Patagonia and Invention: A Life by James Dyson. - How a concept in Nassim Taleb's book, Skin in the Game led to an investment in Australian Ethical Investment. - Lessons about culture and incentive structures from reading Pride in Performance by Les Schwab along with further discussion about Johns Lyng Group. - Why I quickly bought, In Search Of Excellence: Lessons from America's Best-Run Companies by Tom Peters and Robert Waterman after my chat with John. - John shares a personal anecdote to highlight how great businesses find ways to get the best of their employees. - Why John has been devoting more time towards reading everything about technology. - John provides his views on the future of blockchain and cryptocurrency. - The emotional and psychological mindset required to be a great investor. - What John does to overcome biases and he discloses the two biggest ones for him. - John lets us know who has had the most influential impact on him as a person and investor. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded:18th Jan 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 21 Jan 2022 20:00:00 -0000 full 4 6 Rask John Garrett is a Portfolio Manager at MA Financial Group Ltd (ASX: MAF) (formerly Moelis Australia) and shares investing wisdom on his website, mastersinvest.com. He joins Raymond Jang on The Australian Investors Podcast to share his investing knowledge and lessons with our investing community. John Garrett is a Portfolio Manager at MA Financial Group Ltd (ASX: MAF) (formerly Moelis Australia) and shares investing wisdom on his website, mastersinvest.com. He joins Raymond Jang on The Australian Investors Podcast to share his investing knowledge and lessons with our investing community. John's career in the financial markets has spanned across over nearly 25 years and currently manages three funds at MA Financial Group. His significant experience combined with an insatiable appetite for consuming books along with learning from the greats has helped him build an encyclopaedic knowledge of mental models to find great businesses, which can compound at high rates over long periods of time. Talking points - Which great investor resembles John the most. - Importance of understanding the qualitative factors that drive the financial output and taking a holistic view of the business. - Why companies that can 'fight the fade' are rare and can override a valuation model. Notable mentions include Meta Platforms Inc (NASDAQ: FB), Alphabet Inc (NASDAQ: GOOG) and REA Group Limited (ASX: REA). - Why John believes management and culture are the longest forms of potential competitive advantages. - How John devours so many books and retains knowledge to build his mental models. Book references include Let My People Go Surfing by the founder of Patagonia and Invention: A Life by James Dyson. - How a concept in Nassim Taleb's book, Skin in the Game led to an investment in Australian Ethical Investment. - Lessons about culture and incentive structures from reading Pride in Performance by Les Schwab along with further discussion about Johns Lyng Group. - Why I quickly bought, In Search Of Excellence: Lessons from America's Best-Run Companies by Tom Peters and Robert Waterman after my chat with John. - John shares a personal anecdote to highlight how great businesses find ways to get the best of their employees. - Why John has been devoting more time towards reading everything about technology. - John provides his views on the future of blockchain and cryptocurrency. - The emotional and psychological mindset required to be a great investor. - What John does to overcome biases and he discloses the two biggest ones for him. - John lets us know who has had the most influential impact on him as a person and investor. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded:18th Jan 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices John Garrett is a Portfolio Manager at MA Financial Group Ltd (ASX: MAF) (formerly Moelis Australia) and shares investing wisdom on his website, mastersinvest.com. He joins Raymond Jang on The Australian Investors Podcast to share his investing knowledge and lessons with our investing community.


    John's career in the financial markets has spanned across over nearly 25 years and currently manages three funds at MA Financial Group. His significant experience combined with an insatiable appetite for consuming books along with learning from the greats has helped him build an encyclopaedic knowledge of mental models to find great businesses, which can compound at high rates over long periods of time.


    Talking points

    - Which great investor resembles John the most.

    - Importance of understanding the qualitative factors that drive the financial output and taking a holistic view of the business.

    - Why companies that can 'fight the fade' are rare and can override a valuation model. Notable mentions include Meta Platforms Inc (NASDAQ: FB), Alphabet Inc (NASDAQ: GOOG) and REA Group Limited (ASX: REA).

    - Why John believes management and culture are the longest forms of potential competitive advantages.

    - How John devours so many books and retains knowledge to build his mental models. Book references include Let My People Go Surfing by the founder of Patagonia and Invention: A Life by James Dyson.

    - How a concept in Nassim Taleb's book, Skin in the Game led to an investment in Australian Ethical Investment.

    - Lessons about culture and incentive structures from reading Pride in Performance by Les Schwab along with further discussion about Johns Lyng Group.

    - Why I quickly bought, In Search Of Excellence: Lessons from America's Best-Run Companies by Tom Peters and Robert Waterman after my chat with John.

    - John shares a personal anecdote to highlight how great businesses find ways to get the best of their employees.

    - Why John has been devoting more time towards reading everything about technology.

    - John provides his views on the future of blockchain and cryptocurrency.

    - The emotional and psychological mindset required to be a great investor.

    - What John does to overcome biases and he discloses the two biggest ones for him.

    - John lets us know who has had the most influential impact on him as a person and investor.


    Watch the video version on the Rask Australia YouTube page.


    Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.


    Score $100 off Owen's high conviction ASX & US share research service, Rask Invest!


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded:18th Jan 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3484 no     Interview Pt 1: John Garrett, MA Financial Group – Mental Models https://www.raskmedia.com.au/podcasts/ John Garrett is a Portfolio Manager at MA Financial Group Ltd (ASX: MAF) (formerly Moelis Australia) and shares investing wisdom on his website, mastersinvest.com. He joins Raymond Jang on The Australian Investors Podcast to share his investing knowledge and lessons with our investing community. John's career in the financial markets has spanned across over nearly 25 years and currently manages three funds at MA Financial Group. His significant experience combined with an insatiable appetite for consuming books along with learning from the greats has helped him build an encyclopedic knowledge of mental models to find great businesses, which can compound at high rates over long periods of time. Talking points 00:00 - How John felt when he heard that Ben Rundle said he was the most influential person in his investing career. 02:40 - John's personal journey as an investor. 05:15 - First decade of John's career in REITs with UBS Investment Bank and the impact of the Asian financial crisis and the tech bubble. We talk about CISCO Systems Inc (NASDAQ: CSC), Amazon (NASDAQ: AMZN) and Microsoft (NASDAQ: MSFT). 13:00 - John's experience in hedge fund advisory and building live model portfolios for institutional clients. 20:00 - What was going through John's mind during the global financial crisis and how Mark Twain's quote, 'History doesn't repeat itself but it often rhymes' was relevant. John also mentions the book, House of Morgan. 24:55 - John's foray into the buy-side and the investing philosophy of the funds he currently manages at MA Financial Group. John shares some interesting statistics highlighting where the best ASX investing opportunities lie. 34:10 - Why focusing on the destination is important to John when he approaches valuation. John uses Nick Sleep and Walmart Inc (NYSE: WMT) as an example. 38:00 - Using Australian Ethical Investment Ltd (ASX: AEF) as a case study of where the valuation became overstretched. 42:15 - How John works out the risk and reward payoff when assessing investment opportunities, using Johns Lyng Group Ltd (ASX: JLG) as an illustration. 46:30 - What John does to take his mind off investing. 48:40 - The key lessons John gained from studying the great investors. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded:18th Jan 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 19 Jan 2022 04:30:00 -0000 full 4 5 Rask John Garrett is a Portfolio Manager at MA Financial Group Ltd (ASX: MAF) (formerly Moelis Australia) and shares investing wisdom on his website, mastersinvest.com. He joins Raymond Jang on The Australian Investors Podcast to share his investing knowledge and lessons with our investing community. John Garrett is a Portfolio Manager at MA Financial Group Ltd (ASX: MAF) (formerly Moelis Australia) and shares investing wisdom on his website, mastersinvest.com. He joins Raymond Jang on The Australian Investors Podcast to share his investing knowledge and lessons with our investing community. John's career in the financial markets has spanned across over nearly 25 years and currently manages three funds at MA Financial Group. His significant experience combined with an insatiable appetite for consuming books along with learning from the greats has helped him build an encyclopedic knowledge of mental models to find great businesses, which can compound at high rates over long periods of time. Talking points 00:00 - How John felt when he heard that Ben Rundle said he was the most influential person in his investing career. 02:40 - John's personal journey as an investor. 05:15 - First decade of John's career in REITs with UBS Investment Bank and the impact of the Asian financial crisis and the tech bubble. We talk about CISCO Systems Inc (NASDAQ: CSC), Amazon (NASDAQ: AMZN) and Microsoft (NASDAQ: MSFT). 13:00 - John's experience in hedge fund advisory and building live model portfolios for institutional clients. 20:00 - What was going through John's mind during the global financial crisis and how Mark Twain's quote, 'History doesn't repeat itself but it often rhymes' was relevant. John also mentions the book, House of Morgan. 24:55 - John's foray into the buy-side and the investing philosophy of the funds he currently manages at MA Financial Group. John shares some interesting statistics highlighting where the best ASX investing opportunities lie. 34:10 - Why focusing on the destination is important to John when he approaches valuation. John uses Nick Sleep and Walmart Inc (NYSE: WMT) as an example. 38:00 - Using Australian Ethical Investment Ltd (ASX: AEF) as a case study of where the valuation became overstretched. 42:15 - How John works out the risk and reward payoff when assessing investment opportunities, using Johns Lyng Group Ltd (ASX: JLG) as an illustration. 46:30 - What John does to take his mind off investing. 48:40 - The key lessons John gained from studying the great investors. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded:18th Jan 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices John Garrett is a Portfolio Manager at MA Financial Group Ltd (ASX: MAF) (formerly Moelis Australia) and shares investing wisdom on his website, mastersinvest.com. He joins Raymond Jang on The Australian Investors Podcast to share his investing knowledge and lessons with our investing community.


    John's career in the financial markets has spanned across over nearly 25 years and currently manages three funds at MA Financial Group. His significant experience combined with an insatiable appetite for consuming books along with learning from the greats has helped him build an encyclopedic knowledge of mental models to find great businesses, which can compound at high rates over long periods of time.


    Talking points

    00:00 - How John felt when he heard that Ben Rundle said he was the most influential person in his investing career.

    02:40 - John's personal journey as an investor.

    05:15 - First decade of John's career in REITs with UBS Investment Bank and the impact of the Asian financial crisis and the tech bubble. We talk about CISCO Systems Inc (NASDAQ: CSC), Amazon (NASDAQ: AMZN) and Microsoft (NASDAQ: MSFT).

    13:00 - John's experience in hedge fund advisory and building live model portfolios for institutional clients.

    20:00 - What was going through John's mind during the global financial crisis and how Mark Twain's quote, 'History doesn't repeat itself but it often rhymes' was relevant. John also mentions the book, House of Morgan.

    24:55 - John's foray into the buy-side and the investing philosophy of the funds he currently manages at MA Financial Group. John shares some interesting statistics highlighting where the best ASX investing opportunities lie.

    34:10 - Why focusing on the destination is important to John when he approaches valuation. John uses Nick Sleep and Walmart Inc (NYSE: WMT) as an example.

    38:00 - Using Australian Ethical Investment Ltd (ASX: AEF) as a case study of where the valuation became overstretched.

    42:15 - How John works out the risk and reward payoff when assessing investment opportunities, using Johns Lyng Group Ltd (ASX: JLG) as an illustration.

    46:30 - What John does to take his mind off investing.

    48:40 - The key lessons John gained from studying the great investors.


    Watch the video version on the Rask Australia YouTube page.


    Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.


    Score $100 off Owen's high conviction ASX & US share research service, Rask Invest!


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded:18th Jan 2022

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3281 no     A field guide to ethical investing in Australia https://www.rask.com.au/podcasts/australian-investor-podcast/ This episode originally featured in The Australian Finance Podcast series in April 2021. Co-hosts Kate Campbell and Owen Rask dive into everything ethical investing to celebrate the launch of our new investing course on Rask Education. The pair discuss figuring out your own values, different ethical investing strategies, positive and negative screens to cover, and 5 tips for ESG share investors. Want to keep going? Enrol in our free course. Enrol in our free Ethical Investing 101 course today. At the time of publishing, Owen owns shares of Pushpay (PPH), Salesforce (CRM), and units in the A200 ETF. Kate owns shares of Salesforce (CRM). Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 14 Jan 2022 20:00:00 -0000 full 4 4 Rask Ethical and responsible investing is here to stay. In this playback episode, Rask's Kate Campbell and Owen Rask lay the foundations for future Australian Investors Podcast episodes covering ethical investing. This episode originally featured in The Australian Finance Podcast series in April 2021. Co-hosts Kate Campbell and Owen Rask dive into everything ethical investing to celebrate the launch of our new investing course on Rask Education. The pair discuss figuring out your own values, different ethical investing strategies, positive and negative screens to cover, and 5 tips for ESG share investors. Want to keep going? Enrol in our free course. Enrol in our free Ethical Investing 101 course today. At the time of publishing, Owen owns shares of Pushpay (PPH), Salesforce (CRM), and units in the A200 ETF. Kate owns shares of Salesforce (CRM). Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices This episode originally featured in The Australian Finance Podcast series in April 2021.


    Co-hosts Kate Campbell and Owen Rask dive into everything ethical investing to celebrate the launch of our new investing course on Rask Education.


    The pair discuss figuring out your own values, different ethical investing strategies, positive and negative screens to cover, and 5 tips for ESG share investors.


    Want to keep going? Enrol in our free course.


    Enrol in our free Ethical Investing 101 course today.


    At the time of publishing, Owen owns shares of Pushpay (PPH), Salesforce (CRM), and units in the A200 ETF. Kate owns shares of Salesforce (CRM). Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.


    Score $100 off Owen's high conviction ASX & US share research service, Rask Invest!


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2991 no     VDHG ETF: deep dive into a top ETF https://www.rask.com.au/podcasts/australian-investor-podcast/ This is a playback episode. It originally featured on Rask's other podcast series, The Australian Finance Podcast. Co-hosts Kate and Owen provide a review of the Vanguard Diversified High Growth ETF (ASX:VDHG). Kate and Owen cover how VDHG works, how investors might use VDHG in their portfolio and their thoughts on using it long-term. Want to hear more? Free free to pitch a company/ETF to us via our FB Community, Twitter or podcast@rask.com.au Please note, this episode is not a recommendation from Kate, Owen or the Rask Team. Rask Australia recommends the VDHG ETF within our membership services, however, this could change at any time. Owen has a position in VDHG as of the date of recording. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Get a Rask membership & save $100! Score $100 off our premium ASX & US share research service, Rask Invest! Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 24th November 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 12 Jan 2022 04:00:00 -0000 full 4 3 Rask The Vanguard Diversified High Growth ETF (ASX: VDHG) is one of Australia's most popular ETFs. In this playback episode, Rask's Kate Campbell and Owen Rask take a deeper look at VDHG. This is a playback episode. It originally featured on Rask's other podcast series, The Australian Finance Podcast. Co-hosts Kate and Owen provide a review of the Vanguard Diversified High Growth ETF (ASX:VDHG). Kate and Owen cover how VDHG works, how investors might use VDHG in their portfolio and their thoughts on using it long-term. Want to hear more? Free free to pitch a company/ETF to us via our FB Community, Twitter or podcast@rask.com.au Please note, this episode is not a recommendation from Kate, Owen or the Rask Team. Rask Australia recommends the VDHG ETF within our membership services, however, this could change at any time. Owen has a position in VDHG as of the date of recording. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Get a Rask membership & save $100! Score $100 off our premium ASX & US share research service, Rask Invest! Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 24th November 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices This is a playback episode. It originally featured on Rask's other podcast series, The Australian Finance Podcast. Co-hosts Kate and Owen provide a review of the Vanguard Diversified High Growth ETF (ASX:VDHG).


    Kate and Owen cover how VDHG works, how investors might use VDHG in their portfolio and their thoughts on using it long-term.


    Want to hear more? Free free to pitch a company/ETF to us via our FB Community, Twitter or podcast@rask.com.au


    Please note, this episode is not a recommendation from Kate, Owen or the Rask Team. Rask Australia recommends the VDHG ETF within our membership services, however, this could change at any time. Owen has a position in VDHG as of the date of recording. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    Get a Rask membership & save $100!


    Score $100 off our premium ASX & US share research service, Rask Invest!


    Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.


    Score $100 off Owen's high conviction ASX & US share research service, Rask Invest!


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: 24th November 2021

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2062 no     Ben Rundle, Hayborough Investment Partners - Management, People & Culture https://www.rask.com.au/podcasts/australian-investor-podcast/ Ben Rundle and his fellow co-founder, George Capozzi initiated the Hayborough Opportunities Fund in March 2021. His role as a Portfolio Manager at NAOS Asset Management for six years along with founding a media business highlighted the importance of return on capital and people when finding high quality businesses. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 22nd December 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 07 Jan 2022 20:00:00 -0000 full 4 2 Rask Ben Rundle is a Portfolio Manager of the Hayborough Opportunities Fund and co-founder of Hayborough Investment Partners. He joins Raymond Jang on The Australian Investors Podcast to share his investing knowledge and lessons with the investing community. Ben Rundle and his fellow co-founder, George Capozzi initiated the Hayborough Opportunities Fund in March 2021. His role as a Portfolio Manager at NAOS Asset Management for six years along with founding a media business highlighted the importance of return on capital and people when finding high quality businesses. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 22nd December 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices Ben Rundle and his fellow co-founder, George Capozzi initiated the Hayborough Opportunities Fund in March 2021. His role as a Portfolio Manager at NAOS Asset Management for six years along with founding a media business highlighted the importance of return on capital and people when finding high quality businesses.


    Watch the video version on the Rask Australia YouTube page.


    Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.


    Score $100 off Owen's high conviction ASX & US share research service, Rask Invest!


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: 22nd December 2021

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3527 no     Surf's up! These stocks are riding huge thematics https://www.rask.com.au/podcasts/australian-investor-podcast/ The 3 thematics covered by the experts Cybersecurity Anirban's stocks to watch: OKTA Inc (NASDAQ: OKTA) Cloudflare (NYSE: NET) Crowdstrike (NASDAQ: CRWD) Zscaler Inc (NASDAQ: ZS) Resources: (Free) Anirban's Zoom presentation Web3 & Crypto Owen's stocks/ideas to watch: Coinbase Inc (NASDAQ: COIN) BetaShares Cryptocurrency ETF (ASX: CRYP) Ethereum (CRYPTO: ETH) Resources: (Free) MIT Blockchain course Electric vehicles Is Tesla Inc (NASDAQ: TSLA) still a buy? Other EV stocks to watch: NIO, XPENG, RIVN Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 22nd December 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 04 Jan 2022 20:00:00 -0000 full 4 1 Rask In this episode of The Australian Investors Podcast analyst Owen Rask and 7Investing adviser Dr Anirban Mahanti identify 3 investing thematics for 2022: web3, electric vehicles & cybersecurity. The 3 thematics covered by the experts Cybersecurity Anirban's stocks to watch: OKTA Inc (NASDAQ: OKTA) Cloudflare (NYSE: NET) Crowdstrike (NASDAQ: CRWD) Zscaler Inc (NASDAQ: ZS) Resources: (Free) Anirban's Zoom presentation Web3 & Crypto Owen's stocks/ideas to watch: Coinbase Inc (NASDAQ: COIN) BetaShares Cryptocurrency ETF (ASX: CRYP) Ethereum (CRYPTO: ETH) Resources: (Free) MIT Blockchain course Electric vehicles Is Tesla Inc (NASDAQ: TSLA) still a buy? Other EV stocks to watch: NIO, XPENG, RIVN Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 22nd December 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices The 3 thematics covered by the experts

    • Cybersecurity
    • Anirban's stocks to watch:
    • OKTA Inc (NASDAQ: OKTA)
    • Cloudflare (NYSE: NET)
    • Crowdstrike (NASDAQ: CRWD)
    • Zscaler Inc (NASDAQ: ZS)
    • Resources:
    • (Free) Anirban's Zoom presentation


    • Web3 & Crypto
    • Owen's stocks/ideas to watch:
    • Coinbase Inc (NASDAQ: COIN)
    • BetaShares Cryptocurrency ETF (ASX: CRYP)
    • Ethereum (CRYPTO: ETH)
    • Resources:
    • (Free) MIT Blockchain course


    • Electric vehicles
    • Is Tesla Inc (NASDAQ: TSLA) still a buy?
    • Other EV stocks to watch: NIO, XPENG, RIVN


    Watch the video version on the Rask Australia YouTube page.


    Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.


    Score $100 off Owen's high conviction ASX & US share research service, Rask Invest!

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: 22nd December 2021

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2439 no     Market crash 2022? How to never waste a good crisis https://www.rask.com.au/podcasts/australian-investor-podcast/ What was answered: How often do markets crash? About once a year, on average, you might expect it to fall/correct 10% (depending on the market) Only 20% of market corrections (i.e. 10% falls) turn into bear markets (see Tony Robbins, Unshakeable) Which stocks are best to buy cheap? High quality growing stocks (or whatever fits your investment checklist) Owen's quick & easy market crash checklist (to get you started) Owen looks for these 5 things when the market falls: Net cash position DBNR (see explainer below) Aligned management Controllable costs (i.e. strong margins) Strong growth prospects over 5-10 years Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 22nd December 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 30 Dec 2021 20:00:00 -0000 full 3 83 Rask In this episode of The Australian Investors Podcast analyst Owen Rask and 7Investing adviser Dr Anirban Mahanti explain what to do when the ASX or any stock market crashes. What was answered: How often do markets crash? About once a year, on average, you might expect it to fall/correct 10% (depending on the market) Only 20% of market corrections (i.e. 10% falls) turn into bear markets (see Tony Robbins, Unshakeable) Which stocks are best to buy cheap? High quality growing stocks (or whatever fits your investment checklist) Owen's quick & easy market crash checklist (to get you started) Owen looks for these 5 things when the market falls: Net cash position DBNR (see explainer below) Aligned management Controllable costs (i.e. strong margins) Strong growth prospects over 5-10 years Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 22nd December 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices What was answered:

    • How often do markets crash?
    • About once a year, on average, you might expect it to fall/correct 10% (depending on the market)
    • Only 20% of market corrections (i.e. 10% falls) turn into bear markets (see Tony Robbins, Unshakeable)
    • Which stocks are best to buy cheap?
    • High quality growing stocks (or whatever fits your investment checklist)


    Owen's quick & easy market crash checklist (to get you started)

    Owen looks for these 5 things when the market falls:

    1. Net cash position
    2. DBNR (see explainer below)
    3. Aligned management
    4. Controllable costs (i.e. strong margins)
    5. Strong growth prospects over 5-10 years


    Watch the video version on the Rask Australia YouTube page.


    Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.


    Score $100 off Owen's high conviction ASX & US share research service, Rask Invest!


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: 22nd December 2021


    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1511 no     From catching crime to ASX microcap multi-baggers, ft. Peter Johns https://www.rask.com.au/podcasts/australian-investor-podcast/ What Peter & Owen talked about You told me that one year you had ~$50 million annual trading volume via CommSec but had just ~$200k balance every night. What type of investing/trading were you doing? Did it work? How much brokerage did you rack up on CommSec? Going back a bit, why did you get into law? In particular, criminal law? What did you specialise in? Why was investing so appealing? Were you investing on the side? How did you convince your other half? Given your diverse background, do you study or follow people in the finance industry? (specifically spivs) Related: has doing 1,000 interviews as a lawyer changed the way you judge people? What skills could investors leverage to better analyse management? What are some red, amber or green flags you look for? When have these worked for or against you? Peter walks us through the fascinating story of Indonesian Apple reseller, Story-I Ltd (ASX: SRY). You started with 300 Capital. What was this and why did you take on friends' money? In 2021 you transitioned to Westferry. Why did you bother to get an AFSL and go down that path? Can you describe why you invest? Specifically, how would you describe your investment philosophy and reason for investing the way you do? Are you a fundamental investor? Do you invest long-term? etc. How do you source new ideas? Stock stories: Australian Family Lawyers (AFL) has been a consistent holding for you, and it's interesting given your background. Are legal businesses really good businesses? Why is that different to Shine (ASX: SHJ) or Slater & Gordon (ASX: SGH)? What key metrics do you track? Pacific Turbine Brisbane (ASX: PTB) is another large holding you've had for some time. Can you dive into the thesis and journey of this company through your research process? Final question: if you could go back and tell a younger Peter one thing about investing, what would it be? Visit the Westferry website: https://westferry.com.au/ Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 16th December 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 28 Dec 2021 20:00:00 -0000 full 3 81 Rask In this episode of The Australian Investors Podcast Rask Founder Owen Rask is joined by Peter Johns, portfolio manager at Westferry Investment Fund. Peter also goes by the handle Microcap Jesus (@Saintly96) on Twitter. What Peter & Owen talked about You told me that one year you had ~$50 million annual trading volume via CommSec but had just ~$200k balance every night. What type of investing/trading were you doing? Did it work? How much brokerage did you rack up on CommSec? Going back a bit, why did you get into law? In particular, criminal law? What did you specialise in? Why was investing so appealing? Were you investing on the side? How did you convince your other half? Given your diverse background, do you study or follow people in the finance industry? (specifically spivs) Related: has doing 1,000 interviews as a lawyer changed the way you judge people? What skills could investors leverage to better analyse management? What are some red, amber or green flags you look for? When have these worked for or against you? Peter walks us through the fascinating story of Indonesian Apple reseller, Story-I Ltd (ASX: SRY). You started with 300 Capital. What was this and why did you take on friends' money? In 2021 you transitioned to Westferry. Why did you bother to get an AFSL and go down that path? Can you describe why you invest? Specifically, how would you describe your investment philosophy and reason for investing the way you do? Are you a fundamental investor? Do you invest long-term? etc. How do you source new ideas? Stock stories: Australian Family Lawyers (AFL) has been a consistent holding for you, and it's interesting given your background. Are legal businesses really good businesses? Why is that different to Shine (ASX: SHJ) or Slater & Gordon (ASX: SGH)? What key metrics do you track? Pacific Turbine Brisbane (ASX: PTB) is another large holding you've had for some time. Can you dive into the thesis and journey of this company through your research process? Final question: if you could go back and tell a younger Peter one thing about investing, what would it be? Visit the Westferry website: https://westferry.com.au/ Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 16th December 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices What Peter & Owen talked about


    You told me that one year you had ~$50 million annual trading volume via CommSec but had just ~$200k balance every night. What type of investing/trading were you doing?

    • Did it work?
    • How much brokerage did you rack up on CommSec?

    Going back a bit, why did you get into law? In particular, criminal law? What did you specialise in?

    Why was investing so appealing? Were you investing on the side? How did you convince your other half?


    Given your diverse background, do you study or follow people in the finance industry? (specifically spivs) Related: has doing 1,000 interviews as a lawyer changed the way you judge people? What skills could investors leverage to better analyse management?


    What are some red, amber or green flags you look for? When have these worked for or against you? Peter walks us through the fascinating story of Indonesian Apple reseller, Story-I Ltd (ASX: SRY).

    You started with 300 Capital. What was this and why did you take on friends' money? In 2021 you transitioned to Westferry. Why did you bother to get an AFSL and go down that path?


    Can you describe why you invest? Specifically, how would you describe your investment philosophy and reason for investing the way you do? Are you a fundamental investor? Do you invest long-term? etc.


    How do you source new ideas?

    Stock stories:

    • Australian Family Lawyers (AFL) has been a consistent holding for you, and it's interesting given your background. Are legal businesses really good businesses? Why is that different to Shine (ASX: SHJ) or Slater & Gordon (ASX: SGH)? What key metrics do you track?
    • Pacific Turbine Brisbane (ASX: PTB) is another large holding you've had for some time. Can you dive into the thesis and journey of this company through your research process?

    Final question: if you could go back and tell a younger Peter one thing about investing, what would it be?

    Visit the Westferry website: https://westferry.com.au/


    Watch the video version on the Rask Australia YouTube page.

    Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.

    Score $100 off Owen's high conviction ASX & US share research service, Rask Invest!

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    Date recorded: 16th December 2021

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4497 no     4 growth stocks (& 1 ASX ETF) for 2022 https://www.rask.com.au/podcasts/australian-investor-podcast/ The 4 stocks & 1 ETF covered in detail include: Owen LaserBond Limited (ASX: LBL) Square/Block Inc (NYSE: SQ) BetaShares Diversified High Growth ETF (ASX: DZZF) Anirban Taskus Inc (NASDAQ: TASK) Global-E Online Ltd (NASDAQ: GLBE) Why on earth would I bother listening to this? The Australian Investors Podcast brings together Australia’s best investors. Weekly episodes by investors, for investors. In this episode, high growth investment experts Owen Rask and Anirban Mahanti break down 4 exciting businesses — 3 of them you’ve probably never heard of. Important disclosure: Owen gives away at least 2 companies he and the Rask analyst team currently recommend to our members. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 22nd December 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 22 Dec 2021 04:30:00 -0000 full 3 82 Rask On this episode of The Australian Investors Podcast analyst Owen Rask and 7Investing adviser Dr Anirban Mahanti share 4 of their most interesting ASX & global stocks, plus offer one ETF idea: BetaShares Diversified High Growth ETF (ASX: DZZF). The 4 stocks & 1 ETF covered in detail include: Owen LaserBond Limited (ASX: LBL) Square/Block Inc (NYSE: SQ) BetaShares Diversified High Growth ETF (ASX: DZZF) Anirban Taskus Inc (NASDAQ: TASK) Global-E Online Ltd (NASDAQ: GLBE) Why on earth would I bother listening to this? The Australian Investors Podcast brings together Australia’s best investors. Weekly episodes by investors, for investors. In this episode, high growth investment experts Owen Rask and Anirban Mahanti break down 4 exciting businesses — 3 of them you’ve probably never heard of. Important disclosure: Owen gives away at least 2 companies he and the Rask analyst team currently recommend to our members. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 22nd December 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices The 4 stocks & 1 ETF covered in detail include:


    Owen

    • LaserBond Limited (ASX: LBL)
    • Square/Block Inc (NYSE: SQ)
    • BetaShares Diversified High Growth ETF (ASX: DZZF)


    Anirban

    • Taskus Inc (NASDAQ: TASK)
    • Global-E Online Ltd (NASDAQ: GLBE)


    Why on earth would I bother listening to this?

    The Australian Investors Podcast brings together Australia’s best investors. Weekly episodes by investors, for investors.


    In this episode, high growth investment experts Owen Rask and Anirban Mahanti break down 4 exciting businesses — 3 of them you’ve probably never heard of.


    Important disclosure: Owen gives away at least 2 companies he and the Rask analyst team currently recommend to our members.


    Watch the video version on the Rask Australia YouTube page.


    Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.


    Score $100 off Owen's high conviction ASX & US share research service, Rask Invest!


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: 22nd December 2021

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2092 no     Your complete guide to fixed income & high inflation investing https://www.rask.com.au/podcasts/australian-investor-podcast/ If you're worried about high inflation, the impact of interest rates on bond and stock markets, or simply what goes into professional credit investing, this is the episode for you. Talking points Credit analyst v equities analyst Why don’t more investors invest directly in credit? What is duration and why is it important? Brad's overview of fixed income markets Inverted yield curves and why they matter Active versus passive exposure to fixed income Filtering the bond market & how Brad finds bonds to buy Inside Daintree's core & overlay strategy, including duration, spread compression, value adding and more Brad's view on inflation & the impact of consistent inflation on stocks & bonds in 2022 How to build a fixed income portfolio in a high rate environment ESG investing in the bond market Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 14th December 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 17 Dec 2021 20:00:00 -0000 full 3 80 Rask Brad Dunn, senior credit analyst at Daintree Capital, joins Owen Rask for a deep-dive into the inner workings of the global credit market. If you're worried about high inflation, the impact of interest rates on bond and stock markets, or simply what goes into professional credit investing, this is the episode for you. Talking points Credit analyst v equities analyst Why don’t more investors invest directly in credit? What is duration and why is it important? Brad's overview of fixed income markets Inverted yield curves and why they matter Active versus passive exposure to fixed income Filtering the bond market & how Brad finds bonds to buy Inside Daintree's core & overlay strategy, including duration, spread compression, value adding and more Brad's view on inflation & the impact of consistent inflation on stocks & bonds in 2022 How to build a fixed income portfolio in a high rate environment ESG investing in the bond market Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 14th December 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices If you're worried about high inflation, the impact of interest rates on bond and stock markets, or simply what goes into professional credit investing, this is the episode for you.


    Talking points

    • Credit analyst v equities analyst
    • Why don’t more investors invest directly in credit?
    • What is duration and why is it important?
    • Brad's overview of fixed income markets
    • Inverted yield curves and why they matter
    • Active versus passive exposure to fixed income
    • Filtering the bond market & how Brad finds bonds to buy
    • Inside Daintree's core & overlay strategy, including duration, spread compression, value adding and more
    • Brad's view on inflation & the impact of consistent inflation on stocks & bonds in 2022
    • How to build a fixed income portfolio in a high rate environment
    • ESG investing in the bond market


    Watch the video version on the Rask Australia YouTube page.


    Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.


    Score $100 off Owen's high conviction ASX & US share research service, Rask Invest!


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: 14th December 2021

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4500 no     How analysts calculate intrinsic valuation: DCFs, IRRs, DDMs, multiples & more https://www.rask.com.au/podcasts/australian-investor-podcast/ Steve Johnson, CFA and Owen Rask discuss the definition of valuation, modelling, forecasting, estimating growth rates, terminal values and so much more. Warning: this episode goes in depth on value investing. While we try to make things simple, if you’re confused about the ideas presented here you can take Owen’s free valuation courses on Rask Education to learn more. Topics discussed: What is value investing? What are the key valuation methodologies? Multiples Balance sheet reconstructions IRR DDM DCF - FCFF v FCFE Inside a Discounted cash flow (DCF) analysis Forecasting Terminal growth Discount rates How do you use valuation? Forager Funds website: https://bit.ly/forage-value Free valuation course: https://education.rask.com.au/courses/valuation-course/ Value Investor Program: https://education.rask.com.au/courses/workshop/ Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 13th December 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 15 Dec 2021 04:00:00 -0000 full 3 79 Rask Forager Funds founder Steve Johnson, CFA joins Rask founder, Owen Rask, to dive deep into valuation models, theory and strategies. Steve Johnson, CFA and Owen Rask discuss the definition of valuation, modelling, forecasting, estimating growth rates, terminal values and so much more. Warning: this episode goes in depth on value investing. While we try to make things simple, if you’re confused about the ideas presented here you can take Owen’s free valuation courses on Rask Education to learn more. Topics discussed: What is value investing? What are the key valuation methodologies? Multiples Balance sheet reconstructions IRR DDM DCF - FCFF v FCFE Inside a Discounted cash flow (DCF) analysis Forecasting Terminal growth Discount rates How do you use valuation? Forager Funds website: https://bit.ly/forage-value Free valuation course: https://education.rask.com.au/courses/valuation-course/ Value Investor Program: https://education.rask.com.au/courses/workshop/ Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 13th December 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices Steve Johnson, CFA and Owen Rask discuss the definition of valuation, modelling, forecasting, estimating growth rates, terminal values and so much more.


    Warning: this episode goes in depth on value investing. While we try to make things simple, if you’re confused about the ideas presented here you can take Owen’s free valuation courses on Rask Education to learn more.


    Topics discussed:

    • What is value investing?
    • What are the key valuation methodologies?
    • Multiples
    • Balance sheet reconstructions
    • IRR
    • DDM
    • DCF - FCFF v FCFE
    • Inside a Discounted cash flow (DCF) analysis
    • Forecasting
    • Terminal growth
    • Discount rates
    • How do you use valuation?

    Forager Funds website: https://bit.ly/forage-value

    Free valuation course: https://education.rask.com.au/courses/valuation-course/

    Value Investor Program: https://education.rask.com.au/courses/workshop/


    Watch the video version on the Rask Australia YouTube page.


    Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.


    Score $100 off Owen's high conviction ASX & US share research service, Rask Invest!


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: 13th December 2021

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2524 no     Alcidion's (ASX:ALC) Silverlink takeover & time to buy Magellan? | ft. Anirban Mahanti & Owen Rask https://www.rask.com.au/podcasts/australian-investor-podcast/ Live on The Australian Investors Podcast this week, your weekly hosts Owen Rask & 7Investing's Dr Anirban Mahanti talk Magellan Financial Group Ltd (ASX: MFG) and Alcidion Group Ltd's (ASX: ALC) takeover of Silverlink, a UK-based health software company. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Join 7Investing: https://7investing.com/subscribe?utm_source=RASK Get $10 off 7Investing when you join and use the "Rask" coupon code at checkout. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 10th December 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 10 Dec 2021 20:00:00 -0000 full 3 78 Rask Join in the LIVE ASX share investing conversation on YouTube, directly with Owen Rask & Anirban Mahanti, to learn more about investing. Live on The Australian Investors Podcast this week, your weekly hosts Owen Rask & 7Investing's Dr Anirban Mahanti talk Magellan Financial Group Ltd (ASX: MFG) and Alcidion Group Ltd's (ASX: ALC) takeover of Silverlink, a UK-based health software company. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Join 7Investing: https://7investing.com/subscribe?utm_source=RASK Get $10 off 7Investing when you join and use the "Rask" coupon code at checkout. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 10th December 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices Live on The Australian Investors Podcast this week, your weekly hosts Owen Rask & 7Investing's Dr Anirban Mahanti talk Magellan Financial Group Ltd (ASX: MFG) and Alcidion Group Ltd's (ASX: ALC) takeover of Silverlink, a UK-based health software company.


    Watch the video version on the Rask Australia YouTube page.


    Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.


    Score $100 off Owen's high conviction ASX & US share research service, Rask Invest!


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    Join 7Investing: https://7investing.com/subscribe?utm_source=RASK


    Get $10 off 7Investing when you join and use the "Rask" coupon code at checkout.


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: 10th December 2021


    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4160 no     [REPLAY] Johnny Shapiro of the AFR | Unravelling corporate mystery https://www.rask.com.au/2019/11/09/johnny-shapiro/ Johnny Shapiro is a Senior Reporter for The Australian Financial Review, Australia's number-one finance newspaper. Johnny's expertise is investigating peculiar or 'unusual' companies, CEOs and business practices. My guest for this episode is Johnny Shapiro. Johnny is a Senior Reporter for The Australian Financial Review, Australia’s number-one finance newspaper. OWEN’S TIP: If you can, read this article BEFORE listening: “Inside The Boiler Room That Is Big Un” In recent years, Johnny and his colleagues at AFR have been responsible for reporting on the unravelling of some of our country’s highest-profile corporate collapses. In this episode we talk about Johnny’s career, growing up with a freedom fighter for a grandmother and a gold trading grandfather and how his investigative journalism unravelled an ASX technology company’s darkest secrets. Finally, Johnny concludes with the story of how he missed out on a 60,000 bagger investment return. Timestamps: 0:45: Intro to Johnny 1:30 – Apple’s THREE co-founders 3:45 – Fact, fairytales and Johnny is a function of his grandparents: one a freedom fighter the other a stockbroker 6:45 – Johnny studies finance and ends up at a job at INSTO, networking with institutions 8:00 – NSW councils were buying CDO’s(!) before the GFC 11:30 – How Johnny built his network to know everyone in Aussie debt markets, leaves INSTO to join ANZ… then back to INSTO 13:00 – Staring into “the abyss” in the early days of the GFC 16:30 – some of Johnny’s highlights – Slater & Gordon made Johnny appreciate how difficult it is to cover stories involving management and investors in high-profile collapses 19:30 – Johnny tells an incredible story: How Johnny unravelled Big Un (formerly ASX: BIG) – and it started with GetSwift Following leads The network Copping abuse on social measure 2 smoking guns PPSR searches $12,000 for one social video? 31:30 – “Does this Cost?”. Response: “Hahaha only if you want it to. With our sponsor onboard the filming on the day is all covered.” And where is Big Un today? 37:00 – Could a mum and dad or DIY investor detect this type of poor corporate governance? 40:00 – What is a roll up strategy? How does it go wrong? Also, a big mention of Constellation Software (TSE: CSU). 43:00 – Corporate Travel Management’s Vs. VGI Partners’ 20 “Red Flags” 46:30 – Blue Sky’s denial of “foreign” short seller claims and a conference call – without questions 49:00 – Is short seller reporting unfair? 53:00 – Where is finance journalism headed over the next 10 years? 56:30 – A correlation between negative news and newspaper sales? 59:10 – What Johnny would tell a younger him about money or investing – A 60,000x investment he sold!!!! Further Reading: Johnny’s story on Slater & Gordon Jemima Whyte’s coverage of GetSwift’s Class Action Johnny’s BIG exposure on Big Un: “Inside The Boiler Room That Is Big Un” Johnny & Vesna Poljak’s coverage of Corporate Travel Vs. VGI Johnny & Jemima Whyte’s piece on Roll Ups **** This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 08 Dec 2021 04:20:00 -0000 full 3 77 Rask Johnny is one of the AFR's Senior Reporters with expertise in investigating peculiar and unusual deals, companies, CEOs and business practices. Johnny Shapiro is a Senior Reporter for The Australian Financial Review, Australia's number-one finance newspaper. Johnny's expertise is investigating peculiar or 'unusual' companies, CEOs and business practices. My guest for this episode is Johnny Shapiro. Johnny is a Senior Reporter for The Australian Financial Review, Australia’s number-one finance newspaper. OWEN’S TIP: If you can, read this article BEFORE listening: “Inside The Boiler Room That Is Big Un” In recent years, Johnny and his colleagues at AFR have been responsible for reporting on the unravelling of some of our country’s highest-profile corporate collapses. In this episode we talk about Johnny’s career, growing up with a freedom fighter for a grandmother and a gold trading grandfather and how his investigative journalism unravelled an ASX technology company’s darkest secrets. Finally, Johnny concludes with the story of how he missed out on a 60,000 bagger investment return. Timestamps: 0:45: Intro to Johnny 1:30 – Apple’s THREE co-founders 3:45 – Fact, fairytales and Johnny is a function of his grandparents: one a freedom fighter the other a stockbroker 6:45 – Johnny studies finance and ends up at a job at INSTO, networking with institutions 8:00 – NSW councils were buying CDO’s(!) before the GFC 11:30 – How Johnny built his network to know everyone in Aussie debt markets, leaves INSTO to join ANZ… then back to INSTO 13:00 – Staring into “the abyss” in the early days of the GFC 16:30 – some of Johnny’s highlights – Slater & Gordon made Johnny appreciate how difficult it is to cover stories involving management and investors in high-profile collapses 19:30 – Johnny tells an incredible story: How Johnny unravelled Big Un (formerly ASX: BIG) – and it started with GetSwift Following leads The network Copping abuse on social measure 2 smoking guns PPSR searches $12,000 for one social video? 31:30 – “Does this Cost?”. Response: “Hahaha only if you want it to. With our sponsor onboard the filming on the day is all covered.” And where is Big Un today? 37:00 – Could a mum and dad or DIY investor detect this type of poor corporate governance? 40:00 – What is a roll up strategy? How does it go wrong? Also, a big mention of Constellation Software (TSE: CSU). 43:00 – Corporate Travel Management’s Vs. VGI Partners’ 20 “Red Flags” 46:30 – Blue Sky’s denial of “foreign” short seller claims and a conference call – without questions 49:00 – Is short seller reporting unfair? 53:00 – Where is finance journalism headed over the next 10 years? 56:30 – A correlation between negative news and newspaper sales? 59:10 – What Johnny would tell a younger him about money or investing – A 60,000x investment he sold!!!! Further Reading: Johnny’s story on Slater & Gordon Jemima Whyte’s coverage of GetSwift’s Class Action Johnny’s BIG exposure on Big Un: “Inside The Boiler Room That Is Big Un” Johnny & Vesna Poljak’s coverage of Corporate Travel Vs. VGI Johnny & Jemima Whyte’s piece on Roll Ups **** This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Johnny Shapiro is a Senior Reporter for The Australian Financial Review, Australia's number-one finance newspaper. Johnny's expertise is investigating peculiar or 'unusual' companies, CEOs and business practices.


    My guest for this episode is Johnny Shapiro. Johnny is a Senior Reporter for The Australian Financial Review, Australia’s number-one finance newspaper.


    OWEN’S TIP: If you can, read this article BEFORE listening: “Inside The Boiler Room That Is Big Un”


    In recent years, Johnny and his colleagues at AFR have been responsible for reporting on the unravelling of some of our country’s highest-profile corporate collapses. In this episode we talk about Johnny’s career, growing up with a freedom fighter for a grandmother and a gold trading grandfather and how his investigative journalism unravelled an ASX technology company’s darkest secrets.


    Finally, Johnny concludes with the story of how he missed out on a 60,000 bagger investment return.


    Timestamps:

    • 0:45: Intro to Johnny
    • 1:30 – Apple’s THREE co-founders
    • 3:45 – Fact, fairytales and Johnny is a function of his grandparents: one a freedom fighter the other a stockbroker
    • 6:45 – Johnny studies finance and ends up at a job at INSTO, networking with institutions
    • 8:00 – NSW councils were buying CDO’s(!) before the GFC
    • 11:30 – How Johnny built his network to know everyone in Aussie debt markets, leaves INSTO to join ANZ… then back to INSTO
    • 13:00 – Staring into “the abyss” in the early days of the GFC
    • 16:30 – some of Johnny’s highlights – Slater & Gordon made Johnny appreciate how difficult it is to cover stories involving management and investors in high-profile collapses
    • 19:30 – Johnny tells an incredible story: How Johnny unravelled Big Un (formerly ASX: BIG) – and it started with GetSwift
    • Following leads
    • The network
    • Copping abuse on social measure
    • 2 smoking guns
    • PPSR searches
    • $12,000 for one social video?
    • 31:30 – “Does this Cost?”. Response: “Hahaha only if you want it to. With our sponsor onboard the filming on the day is all covered.” And where is Big Un today?
    • 37:00 – Could a mum and dad or DIY investor detect this type of poor corporate governance?
    • 40:00 – What is a roll up strategy? How does it go wrong? Also, a big mention of Constellation Software (TSE: CSU).
    • 43:00 – Corporate Travel Management’s Vs. VGI Partners’ 20 “Red Flags”
    • 46:30 – Blue Sky’s denial of “foreign” short seller claims and a conference call – without questions
    • 49:00 – Is short seller reporting unfair?
    • 53:00 – Where is finance journalism headed over the next 10 years?
    • 56:30 – A correlation between negative news and newspaper sales?
    • 59:10 – What Johnny would tell a younger him about money or investing – A 60,000x investment he sold!!!!


    Further Reading:



    ****

    This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner.

    Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3786 no     [REPLAY] Norse Capital's Curtis Larson | Why winners keep on winning https://www.rask.com.au/podcasts/australian-investor-podcast/ My guest for this episode is Curtis Larson, a private investor and portfolio manager for Norse Capital. Curtis is extremely generous with his time, making this episode amongst the easiest and relaxed conversations of the series thus far. But don't let that fool you, this chat is filled with nuggets of timeless wisdom gained over a career spanning more than two decades. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ **** This podcast contains factual/general information only. It is NOT personal financial advice. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 03 Dec 2021 20:00:00 -0000 full 3 76 Rask This is one of my favourite episodes since the series began. My discussion with Curtis Larson is replayed on The Australian Investors Podcast. My guest for this episode is Curtis Larson, a private investor and portfolio manager for Norse Capital. Curtis is extremely generous with his time, making this episode amongst the easiest and relaxed conversations of the series thus far. But don't let that fool you, this chat is filled with nuggets of timeless wisdom gained over a career spanning more than two decades. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ **** This podcast contains factual/general information only. It is NOT personal financial advice. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices My guest for this episode is Curtis Larson, a private investor and portfolio manager for Norse Capital. Curtis is extremely generous with his time, making this episode amongst the easiest and relaxed conversations of the series thus far. But don't let that fool you, this chat is filled with nuggets of timeless wisdom gained over a career spanning more than two decades.


    Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor


    SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/


    ****

    This podcast contains factual/general information only. It is NOT personal financial advice. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner.

    Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2834 no     Playing to win | Joe Magyer, CFA https://www.rask.com.au/podcasts/australian-investor-podcast/ Joe Magyer, CFA has been one of Australia's best investors over the past 10 years, leading Motley Fool Pro then Lakehouse Capital as Chief Investment Officer. In this Australian Investors Podcast episode, Owen discusses Joe Magyer's takeaways from nearly a decade of market outperformance on the ASX, lessons learned from buying shares of companies like Afterpay Ltd (ASX: APT) and Xero Ltd (ASX: XRO), the difference between Australian and US investing, and the biggest bets he didn't take. ~~~ A special note from Owen Rask ~~~ Alongside the original interview with Joe (see below), this is perhaps the most special of all Australian Investors Podcast episodes I have recorded. Joe is the investor I have learnt the most from in my career and the investor I attribute so much of my success. Joe was even the person who suggested I start The Australian Investors Podcast -- here we are, over one million downloads later! If you want to begin to understand why I think Joe is a special person, investor, creative thinker and analyst, you should watch my previous discussion with Joe - his first-ever long-form interview and podcast: https://youtu.be/5uwk2pkMrqQ Listen to this episode of The Australian Investors Podcast if you: - Want to know what it takes to succeed as an investor - How to be a better investor, versus a better analyst - Joe's key insights to learning fast and compounding knowledge - How Lakehouse Capital built its analyst team and a winning culture - Why Joe and his team were able to find companies like Afterpay, Xero and Altium before other investors ~~~ Episode Resources ~~~ You should follow Joe on Twitter: https://twitter.com/Magyer Follow Owen: https://twitter.com/owenrask ~~~ OTHER RESOURCES ~~~ ➜ Dig in deeper with the show notes: https://www.rask.com.au/podcasts/australian-investor-podcast ➜ Score $100 off Owen's premium high conviction ASX & US share research service, Rask Invest: https://www.rask.com.au/aip-listener-discount ➜ 100% free investing courses: https://education.rask.com.au ➜ Join our kickass newsletter: https://www.rask.com.au/free-sign-up ➜ Our awesome FB community: https://www.facebook.com/groups/raskaustralia ➜ Hang with us on IG: https://www.instagram.com/raskaustralia ➜ Twitter for cool kids: https://twitter.com/RaskAustralia ➜ Tiktok for laughs: https://www.tiktok.com/@raskinvest Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 9th November 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 01 Dec 2021 04:30:00 -0000 full 3 71 Rask In my opinion, Joe Magyer is one of the best investors Australia has seen in the past decade. Here's what he learned. Joe Magyer, CFA has been one of Australia's best investors over the past 10 years, leading Motley Fool Pro then Lakehouse Capital as Chief Investment Officer. In this Australian Investors Podcast episode, Owen discusses Joe Magyer's takeaways from nearly a decade of market outperformance on the ASX, lessons learned from buying shares of companies like Afterpay Ltd (ASX: APT) and Xero Ltd (ASX: XRO), the difference between Australian and US investing, and the biggest bets he didn't take. ~~~ A special note from Owen Rask ~~~ Alongside the original interview with Joe (see below), this is perhaps the most special of all Australian Investors Podcast episodes I have recorded. Joe is the investor I have learnt the most from in my career and the investor I attribute so much of my success. Joe was even the person who suggested I start The Australian Investors Podcast -- here we are, over one million downloads later! If you want to begin to understand why I think Joe is a special person, investor, creative thinker and analyst, you should watch my previous discussion with Joe - his first-ever long-form interview and podcast: https://youtu.be/5uwk2pkMrqQ Listen to this episode of The Australian Investors Podcast if you: - Want to know what it takes to succeed as an investor - How to be a better investor, versus a better analyst - Joe's key insights to learning fast and compounding knowledge - How Lakehouse Capital built its analyst team and a winning culture - Why Joe and his team were able to find companies like Afterpay, Xero and Altium before other investors ~~~ Episode Resources ~~~ You should follow Joe on Twitter: https://twitter.com/Magyer Follow Owen: https://twitter.com/owenrask ~~~ OTHER RESOURCES ~~~ ➜ Dig in deeper with the show notes: https://www.rask.com.au/podcasts/australian-investor-podcast ➜ Score $100 off Owen's premium high conviction ASX & US share research service, Rask Invest: https://www.rask.com.au/aip-listener-discount ➜ 100% free investing courses: https://education.rask.com.au ➜ Join our kickass newsletter: https://www.rask.com.au/free-sign-up ➜ Our awesome FB community: https://www.facebook.com/groups/raskaustralia ➜ Hang with us on IG: https://www.instagram.com/raskaustralia ➜ Twitter for cool kids: https://twitter.com/RaskAustralia ➜ Tiktok for laughs: https://www.tiktok.com/@raskinvest Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 9th November 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices Joe Magyer, CFA has been one of Australia's best investors over the past 10 years, leading Motley Fool Pro then Lakehouse Capital as Chief Investment Officer.


    In this Australian Investors Podcast episode, Owen discusses Joe Magyer's takeaways from nearly a decade of market outperformance on the ASX, lessons learned from buying shares of companies like Afterpay Ltd (ASX: APT) and Xero Ltd (ASX: XRO), the difference between Australian and US investing, and the biggest bets he didn't take.


    ~~~ A special note from Owen Rask ~~~


    Alongside the original interview with Joe (see below), this is perhaps the most special of all Australian Investors Podcast episodes I have recorded.


    Joe is the investor I have learnt the most from in my career and the investor I attribute so much of my success.


    Joe was even the person who suggested I start The Australian Investors Podcast -- here we are, over one million downloads later!


    If you want to begin to understand why I think Joe is a special person, investor, creative thinker and analyst, you should watch my previous discussion with Joe - his first-ever long-form interview and podcast: https://youtu.be/5uwk2pkMrqQ


    Listen to this episode of The Australian Investors Podcast if you:


    - Want to know what it takes to succeed as an investor

    - How to be a better investor, versus a better analyst

    - Joe's key insights to learning fast and compounding knowledge

    - How Lakehouse Capital built its analyst team and a winning culture

    - Why Joe and his team were able to find companies like Afterpay, Xero and Altium before other investors


    ~~~ Episode Resources ~~~


    You should follow Joe on Twitter:

    https://twitter.com/Magyer


    Follow Owen: https://twitter.com/owenrask


    ~~~ OTHER RESOURCES ~~~


    ➜ Dig in deeper with the show notes: https://www.rask.com.au/podcasts/australian-investor-podcast


    ➜ Score $100 off Owen's premium high conviction ASX & US share research service, Rask Invest: https://www.rask.com.au/aip-listener-discount


    ➜ 100% free investing courses: https://education.rask.com.au


    ➜ Join our kickass newsletter: https://www.rask.com.au/free-sign-up


    ➜ Our awesome FB community: https://www.facebook.com/groups/raskaustralia


    ➜ Hang with us on IG: https://www.instagram.com/raskaustralia


    ➜ Twitter for cool kids: https://twitter.com/RaskAustralia


    ➜ Tiktok for laughs: https://www.tiktok.com/@raskinvest


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: 9th November 2021

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2813 no     Is EML Payments (ASX:EML) cheap? Bapcor (BAP) & AWS vs. Cloudflare | ft. Anirban Mahanti & Owen Rask https://www.rask.com.au/podcasts/australian-investor-podcast/ The Australian Investors Podcast this week your weekly hosts Owen Rask & 7Investing's Dr Anirban Mahanti dive deep into cloud computing and the race to the edge, in particular Cloudflare (NYSE: NET) and Amazon's (NASDAQ: AMZN) AWS. Plus, Owen and Anirban talk EML Payments Ltd (ASX: EML) and the CBI, Tile's takeover by Life360 Inc (ASX: 360) and a CEO exit at Bapcor (ASX: BAP). You can join in the LIVE ASX share investing conversation on YouTube, directly with Owen Rask & Anirban Mahanti, to learn more about investing every week. Get notified when we go live, by subscribing to the Rask YouTube channel: https://www.youtube.com/channel/UCvOPFdkhCBIK2Y5QbDtOZXA Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Join 7Investing: https://7investing.com/subscribe?utm_source=RASK Get $10 off 7Investing when you join and use the "Rask" coupon code at checkout. Owen owns shares of EML Payments and Alphabet. Owen and the Rask Group Pty Ltd do not receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 26th November 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 26 Nov 2021 20:00:00 -0000 full 3 75 Rask Anirban dives deep into cloud computing and the race to the edge, in particular Cloudflare (NYSE: NET) and Amazon's (NASDAQ: AMZN) AWS. Owen provides an overview of EML Payments, Life360's Tile acquisition and Bapcor's CEO exit. The Australian Investors Podcast this week your weekly hosts Owen Rask & 7Investing's Dr Anirban Mahanti dive deep into cloud computing and the race to the edge, in particular Cloudflare (NYSE: NET) and Amazon's (NASDAQ: AMZN) AWS. Plus, Owen and Anirban talk EML Payments Ltd (ASX: EML) and the CBI, Tile's takeover by Life360 Inc (ASX: 360) and a CEO exit at Bapcor (ASX: BAP). You can join in the LIVE ASX share investing conversation on YouTube, directly with Owen Rask & Anirban Mahanti, to learn more about investing every week. Get notified when we go live, by subscribing to the Rask YouTube channel: https://www.youtube.com/channel/UCvOPFdkhCBIK2Y5QbDtOZXA Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Join 7Investing: https://7investing.com/subscribe?utm_source=RASK Get $10 off 7Investing when you join and use the "Rask" coupon code at checkout. Owen owns shares of EML Payments and Alphabet. Owen and the Rask Group Pty Ltd do not receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 26th November 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices The Australian Investors Podcast this week your weekly hosts Owen Rask & 7Investing's Dr Anirban Mahanti dive deep into cloud computing and the race to the edge, in particular Cloudflare (NYSE: NET) and Amazon's (NASDAQ: AMZN) AWS.


    Plus, Owen and Anirban talk EML Payments Ltd (ASX: EML) and the CBI, Tile's takeover by Life360 Inc (ASX: 360) and a CEO exit at Bapcor (ASX: BAP).


    You can join in the LIVE ASX share investing conversation on YouTube, directly with Owen Rask & Anirban Mahanti, to learn more about investing every week.


    Get notified when we go live, by subscribing to the Rask YouTube channel: https://www.youtube.com/channel/UCvOPFdkhCBIK2Y5QbDtOZXA


    Watch the video version on the Rask Australia YouTube page.


    Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.


    Score $100 off Owen's high conviction ASX & US share research service, Rask Invest!

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    Join 7Investing: https://7investing.com/subscribe?utm_source=RASK


    Get $10 off 7Investing when you join and use the "Rask" coupon code at checkout.


    Owen owns shares of EML Payments and Alphabet. Owen and the Rask Group Pty Ltd do not receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: 26th November 2021

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3700 no     Quantitative trading strategies on the ASX, ft. Invesco's Andre Roberts, CFA https://www.rask.com.au/podcasts/australian-investor-podcast/ Andre Roberts, CFA is the Senior Portfolio Manager at Invesco, charged with managing multiple funds focused on building, deploying and running quantitative strategies over Australian equity portfolios. Andre joins Owen Rask on The Australian Investors Podcast to share the building blocks of building quantitative and factor-based models for investing in Australia. In this podcast, Andre covers: The foundations of factor investing Factors that work — and those that don't — in Australia Getting signals on momentum, value and quality factors How to determine which factors should go into your portfolio ESG factors and their efficacy in a portfolio The future of factor investing in Australia This is a slightly more advanced but intriguing episode on quantitative investing and the future of building portfolios. Resources: Learn more about quantitative investing in Invesco's Investor hub Watch the video version on the Rask Australia YouTube page. Take one of our intelligent and FREE investing courses (covering topics like ETFs, shares and valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ➜ Dig in deeper with the show notes: https://www.rask.com.au/podcasts/australian-investor-podcast ➜ Score $100 off Owen's premium high conviction ASX & US share research service, Rask Invest: www.rask.com.au/aip-listener-discount ➜ 100% free investing courses: https://education.rask.com.au ➜ Join our kickass newsletter: https://www.rask.com.au/free-sign-up ➜ Our awesome FB community: https://www.facebook.com/groups/raskaustralia ➜ Hang with us on IG: https://www.instagram.com/raskaustralia ➜ Twitter for cool kids: https://twitter.com/RaskAustralia ➜ Tiktok for laughs: https://www.tiktok.com/@raskinvest Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 14 November 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 24 Nov 2021 04:00:00 -0000 full 3 72 Rask Andre Roberts, CFA is the Senior Portfolio Manager at Invesco, charged with managing multiple funds focused on building, deploying and running quantitative strategies over Australian equity portfolios. Andre Roberts, CFA is the Senior Portfolio Manager at Invesco, charged with managing multiple funds focused on building, deploying and running quantitative strategies over Australian equity portfolios. Andre joins Owen Rask on The Australian Investors Podcast to share the building blocks of building quantitative and factor-based models for investing in Australia. In this podcast, Andre covers: The foundations of factor investing Factors that work — and those that don't — in Australia Getting signals on momentum, value and quality factors How to determine which factors should go into your portfolio ESG factors and their efficacy in a portfolio The future of factor investing in Australia This is a slightly more advanced but intriguing episode on quantitative investing and the future of building portfolios. Resources: Learn more about quantitative investing in Invesco's Investor hub Watch the video version on the Rask Australia YouTube page. Take one of our intelligent and FREE investing courses (covering topics like ETFs, shares and valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ➜ Dig in deeper with the show notes: https://www.rask.com.au/podcasts/australian-investor-podcast ➜ Score $100 off Owen's premium high conviction ASX & US share research service, Rask Invest: www.rask.com.au/aip-listener-discount ➜ 100% free investing courses: https://education.rask.com.au ➜ Join our kickass newsletter: https://www.rask.com.au/free-sign-up ➜ Our awesome FB community: https://www.facebook.com/groups/raskaustralia ➜ Hang with us on IG: https://www.instagram.com/raskaustralia ➜ Twitter for cool kids: https://twitter.com/RaskAustralia ➜ Tiktok for laughs: https://www.tiktok.com/@raskinvest Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 14 November 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices Andre Roberts, CFA is the Senior Portfolio Manager at Invesco, charged with managing multiple funds focused on building, deploying and running quantitative strategies over Australian equity portfolios.


    Andre joins Owen Rask on The Australian Investors Podcast to share the building blocks of building quantitative and factor-based models for investing in Australia.

    In this podcast, Andre covers:

    • The foundations of factor investing
    • Factors that work — and those that don't — in Australia
    • Getting signals on momentum, value and quality factors
    • How to determine which factors should go into your portfolio
    • ESG factors and their efficacy in a portfolio
    • The future of factor investing in Australia


    This is a slightly more advanced but intriguing episode on quantitative investing and the future of building portfolios.

    Resources:


    Learn more about quantitative investing in Invesco's Investor hub


    Watch the video version on the Rask Australia YouTube page.


    Take one of our intelligent and FREE investing courses (covering topics like ETFs, shares and valuation) on Rask Education and join our insightful FB community.


    Score $100 off Owen's high conviction ASX & US share research service, Rask Invest!


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    ➜ Dig in deeper with the show notes: https://www.rask.com.au/podcasts/australian-investor-podcast

    ➜ Score $100 off Owen's premium high conviction ASX & US share research service, Rask Invest: www.rask.com.au/aip-listener-discount

    ➜ 100% free investing courses: https://education.rask.com.au

    ➜ Join our kickass newsletter: https://www.rask.com.au/free-sign-up

    ➜ Our awesome FB community: https://www.facebook.com/groups/raskaustralia

    ➜ Hang with us on IG: https://www.instagram.com/raskaustralia

    ➜ Twitter for cool kids: https://twitter.com/RaskAustralia

    ➜ Tiktok for laughs: https://www.tiktok.com/@raskinvest


    Full individual disclosures for each guest are available via the show notes page.


    Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning super funds, products, shares, bank accounts, etc.


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: 14 November 2021

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2888 no     PlaySide Studios (an update) + 1 more ASX small-cap https://bit.ly/laser-rask This episode of The Australian Investors Podcast offers an update on PlaySide Studios Ltd (ASX: PLY), a company Owen released to AIP listeners in August 2021, and one that he and the Rask team released to Rask Rockets Beyond members earlier this year. In this brief update, Owen covers: 1. PlaySide & why we think it's been successful 2. A reflection of RPMGlobal (ASX: RUL) and similarities with PlaySide 3. Another small-cap for a watchlist position, LaserBond (ASX: LBL) 4. Sale offer to join Rask Rockets Beyond ~~~ JOIN RASK ROCKETS BEYOND ~~~ To join Rask's premium small-cap investor service and save $1,001 (bringing the price down to just $999) follow this link (apply coupon code "laser" to save): https://bit.ly/laser-rask ~~~ What's included? ~~~ 10 small-cap company reports Exclusive CEO/founder interviews Quarterly reports Ongoing coverage Owen's top 3 stocks (every quarter) View the performance of Rask Rockets Beyond here: https://bit.ly/laser-rask Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc., in this podcast. At the time of recording, Owen owns shares of RPM Global, LaserBond and PlaySide Studios. This is a disclosure and not a recommendation. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. PERFORMANCE WARNING: Nothing in this podcast episode should be considered as a forecast, representation or guarantee of future performance. Investing is shares is risky and can result in capital loss. So, remember, past performance may not be a reliable indicator of future performance. Small-cap investing is even riskier, so always consult a licensed and trusted financial professional before acting on the information. The Rask Group, its directors and staff disclaim any liability associated with losses associated with the information included in this podcast. For more information on how we report performance, visit https://www.rask.com.au/performance. Please access The Rask Group's Financial Services Guide (FSG) before acting on the information presented here: https://www.rask.com.au/fsg Date recorded: 18th November 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 22 Nov 2021 06:15:00 -0000 full 3 74 Rask Owen offers an update on PlaySide (PLY), reflects on RPMGlobal (RUL), gives an overview of LaserBond (LBL) and shares a coupon code to get $1,001 off a Rask Rockets Beyond membership. This episode of The Australian Investors Podcast offers an update on PlaySide Studios Ltd (ASX: PLY), a company Owen released to AIP listeners in August 2021, and one that he and the Rask team released to Rask Rockets Beyond members earlier this year. In this brief update, Owen covers: 1. PlaySide & why we think it's been successful 2. A reflection of RPMGlobal (ASX: RUL) and similarities with PlaySide 3. Another small-cap for a watchlist position, LaserBond (ASX: LBL) 4. Sale offer to join Rask Rockets Beyond ~~~ JOIN RASK ROCKETS BEYOND ~~~ To join Rask's premium small-cap investor service and save $1,001 (bringing the price down to just $999) follow this link (apply coupon code "laser" to save): https://bit.ly/laser-rask ~~~ What's included? ~~~ 10 small-cap company reports Exclusive CEO/founder interviews Quarterly reports Ongoing coverage Owen's top 3 stocks (every quarter) View the performance of Rask Rockets Beyond here: https://bit.ly/laser-rask Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc., in this podcast. At the time of recording, Owen owns shares of RPM Global, LaserBond and PlaySide Studios. This is a disclosure and not a recommendation. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. PERFORMANCE WARNING: Nothing in this podcast episode should be considered as a forecast, representation or guarantee of future performance. Investing is shares is risky and can result in capital loss. So, remember, past performance may not be a reliable indicator of future performance. Small-cap investing is even riskier, so always consult a licensed and trusted financial professional before acting on the information. The Rask Group, its directors and staff disclaim any liability associated with losses associated with the information included in this podcast. For more information on how we report performance, visit https://www.rask.com.au/performance. Please access The Rask Group's Financial Services Guide (FSG) before acting on the information presented here: https://www.rask.com.au/fsg Date recorded: 18th November 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices This episode of The Australian Investors Podcast offers an update on PlaySide Studios Ltd (ASX: PLY), a company Owen released to AIP listeners in August 2021, and one that he and the Rask team released to Rask Rockets Beyond members earlier this year.


    In this brief update, Owen covers:

    1. PlaySide & why we think it's been successful

    2. A reflection of RPMGlobal (ASX: RUL) and similarities with PlaySide

    3. Another small-cap for a watchlist position, LaserBond (ASX: LBL)

    4. Sale offer to join Rask Rockets Beyond


    ~~~ JOIN RASK ROCKETS BEYOND ~~~


    To join Rask's premium small-cap investor service and save $1,001 (bringing the price down to just $999) follow this link (apply coupon code "laser" to save): https://bit.ly/laser-rask


    ~~~ What's included? ~~~


    • 10 small-cap company reports
    • Exclusive CEO/founder interviews
    • Quarterly reports
    • Ongoing coverage
    • Owen's top 3 stocks (every quarter)


    View the performance of Rask Rockets Beyond here: https://bit.ly/laser-rask


    Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc., in this podcast. At the time of recording, Owen owns shares of RPM Global, LaserBond and PlaySide Studios. This is a disclosure and not a recommendation.


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    PERFORMANCE WARNING: Nothing in this podcast episode should be considered as a forecast, representation or guarantee of future performance. Investing is shares is risky and can result in capital loss. So, remember, past performance may not be a reliable indicator of future performance. Small-cap investing is even riskier, so always consult a licensed and trusted financial professional before acting on the information. The Rask Group, its directors and staff disclaim any liability associated with losses associated with the information included in this podcast. For more information on how we report performance, visit https://www.rask.com.au/performance.


    Please access The Rask Group's Financial Services Guide (FSG) before acting on the information presented here: https://www.rask.com.au/fsg


    Date recorded: 18th November 2021

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1261 no     A stock-picking checklist, Apple's new car & Altium (ALU) update | ft Anirban Mahanti & Owen Rask https://www.rask.com.au/podcasts/australian-investor-podcast/ Live on The Australian Investors Podcast this week, your weekly hosts Owen Rask & 7Investing's Dr Anirban Mahanti talk Apple's (NASDAQ: AAPL) new car and Altium's (ASX: ALU) AGM update. At the beginning of the show, Anirban & Owen also share some of their tips for using a stock-picking checklist. Here's a sneak peek at Owen's checklist: Is the business Founder or family-run (ARB, Reece, Okta, PWR, etc. the list of great returning founder-led and family-led businesses goes on.) HR review ratings (my former employer is the Motley Fool, which champions culture, and it was/is obvious this was a core competitive advantage. Use Glassdoor (US) or Seek (Aussie) for reviews.) History of execution (Apple - it's buying back stock, executing, there's not ballooning shares on issue, margins are stable while revenue is growing. Capital position is also a reflection of the practices of former (or current) management.) Growing TAM & rising through an "S-Curve" (The Trade Desk is a good one. Finding these companies means faster-growing revenue in absolute terms, and no need for acquisitions, etc.) Does the business have pricing power? (Xero is a good example. This can be intangibles, customer acquisition, etc.) Talking points (approx timing): @15:00 - Checklist investing @38:00 - Altium's AGM @46:00 - China's slowdown - what does it mean for Australian investors? @52:00 - An EV bubble and Apple's autonomous car Join in the LIVE ASX share investing conversation on YouTube, directly with Owen Rask & Anirban Mahanti, to learn more about investing. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Join 7Investing: https://7investing.com/subscribe?utm_source=RASK Get $10 off 7Investing when you join and use the "Rask" coupon code at checkout. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 19th November 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 19 Nov 2021 20:00:00 -0000 full 3 73 Rask Live on The Australian Investors Podcast this week, your weekly hosts Owen Rask & 7Investing's Dr Anirban Mahanti talk Apple Inc's (NASDAQ: AAPL) new car nd Altium Limited's (ASX: ALU) AGM update. Live on The Australian Investors Podcast this week, your weekly hosts Owen Rask & 7Investing's Dr Anirban Mahanti talk Apple's (NASDAQ: AAPL) new car and Altium's (ASX: ALU) AGM update. At the beginning of the show, Anirban & Owen also share some of their tips for using a stock-picking checklist. Here's a sneak peek at Owen's checklist: Is the business Founder or family-run (ARB, Reece, Okta, PWR, etc. the list of great returning founder-led and family-led businesses goes on.) HR review ratings (my former employer is the Motley Fool, which champions culture, and it was/is obvious this was a core competitive advantage. Use Glassdoor (US) or Seek (Aussie) for reviews.) History of execution (Apple - it's buying back stock, executing, there's not ballooning shares on issue, margins are stable while revenue is growing. Capital position is also a reflection of the practices of former (or current) management.) Growing TAM & rising through an "S-Curve" (The Trade Desk is a good one. Finding these companies means faster-growing revenue in absolute terms, and no need for acquisitions, etc.) Does the business have pricing power? (Xero is a good example. This can be intangibles, customer acquisition, etc.) Talking points (approx timing): @15:00 - Checklist investing @38:00 - Altium's AGM @46:00 - China's slowdown - what does it mean for Australian investors? @52:00 - An EV bubble and Apple's autonomous car Join in the LIVE ASX share investing conversation on YouTube, directly with Owen Rask & Anirban Mahanti, to learn more about investing. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Join 7Investing: https://7investing.com/subscribe?utm_source=RASK Get $10 off 7Investing when you join and use the "Rask" coupon code at checkout. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 19th November 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices Live on The Australian Investors Podcast this week, your weekly hosts Owen Rask & 7Investing's Dr Anirban Mahanti talk Apple's (NASDAQ: AAPL) new car and Altium's (ASX: ALU) AGM update.


    At the beginning of the show, Anirban & Owen also share some of their tips for using a stock-picking checklist.


    Here's a sneak peek at Owen's checklist:

    • Is the business Founder or family-run (ARB, Reece, Okta, PWR, etc. the list of great returning founder-led and family-led businesses goes on.)
    • HR review ratings (my former employer is the Motley Fool, which champions culture, and it was/is obvious this was a core competitive advantage. Use Glassdoor (US) or Seek (Aussie) for reviews.)
    • History of execution (Apple - it's buying back stock, executing, there's not ballooning shares on issue, margins are stable while revenue is growing. Capital position is also a reflection of the practices of former (or current) management.)
    • Growing TAM & rising through an "S-Curve" (The Trade Desk is a good one. Finding these companies means faster-growing revenue in absolute terms, and no need for acquisitions, etc.)
    • Does the business have pricing power? (Xero is a good example. This can be intangibles, customer acquisition, etc.)


    Talking points (approx timing):

    @15:00 - Checklist investing

    @38:00 - Altium's AGM

    @46:00 - China's slowdown - what does it mean for Australian investors?

    @52:00 - An EV bubble and Apple's autonomous car



    Join in the LIVE ASX share investing conversation on YouTube, directly with Owen Rask & Anirban Mahanti, to learn more about investing.


    Watch the video version on the Rask Australia YouTube page.


    Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.


    Score $100 off Owen's high conviction ASX & US share research service, Rask Invest!


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    Join 7Investing: https://7investing.com/subscribe?utm_source=RASK


    Get $10 off 7Investing when you join and use the "Rask" coupon code at checkout.


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: 19th November 2021

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3620 no     Wayne Jones, Ganes Capital Management - Investing Wisdom https://www.rask.com.au/podcasts/australian-investor-podcast/ Wayne Jones is the Fund Manager and Co-Founder of Ganes Capital Management based in Brisbane. He joins Raymond Jang on The Australian Investors Podcast to share his investing knowledge and lessons with the investing community. Wayne Jones has managed the Ganes Focused Value Fund since 2002, which invests in high-quality ASX listed businesses for the long term. His experience as a business owner and CPA skills used in acquiring businesses has helped him identify quality long term compounders. In this episode, Raymond Jang & Wayne Jones chat about: @0:90 - Wayne's personal and professional investing journey. @14:30 - How business experience played an important role in Wayne's investing. @20:30 - Investing resources that shaped Wayne's investing philosophy. @28:00 - Contrasting Warren Buffett and Charlie Munger on life and investing. @31:00 - Lessons from falling into a hot investment sector. @33:00 - The Ganes Capital Management investment process. @45:00 - Valuation: why the quality of a business and management team is more important than getting the price right. @47:00 - Case studies: Domino's Pizza Enterprises Ltd. (ASX: DMP) and CEO Don Meij @59:00 - Why Buffett, Munger and a writer were the most influential people in Wayne's investing journey. This is an excellent episode for investors looking to improve both their psychological mindset and technical skills. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 12th November 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 17 Nov 2021 04:00:00 -0000 full 3 70 Rask Wayne Jones of Ganes Capital Management joins Raymond Jang on The Australian Investors Podcast to share his investing wisdom. Wayne Jones is the Fund Manager and Co-Founder of Ganes Capital Management based in Brisbane. He joins Raymond Jang on The Australian Investors Podcast to share his investing knowledge and lessons with the investing community. Wayne Jones has managed the Ganes Focused Value Fund since 2002, which invests in high-quality ASX listed businesses for the long term. His experience as a business owner and CPA skills used in acquiring businesses has helped him identify quality long term compounders. In this episode, Raymond Jang & Wayne Jones chat about: @0:90 - Wayne's personal and professional investing journey. @14:30 - How business experience played an important role in Wayne's investing. @20:30 - Investing resources that shaped Wayne's investing philosophy. @28:00 - Contrasting Warren Buffett and Charlie Munger on life and investing. @31:00 - Lessons from falling into a hot investment sector. @33:00 - The Ganes Capital Management investment process. @45:00 - Valuation: why the quality of a business and management team is more important than getting the price right. @47:00 - Case studies: Domino's Pizza Enterprises Ltd. (ASX: DMP) and CEO Don Meij @59:00 - Why Buffett, Munger and a writer were the most influential people in Wayne's investing journey. This is an excellent episode for investors looking to improve both their psychological mindset and technical skills. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 12th November 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices Wayne Jones is the Fund Manager and Co-Founder of Ganes Capital Management based in Brisbane. He joins Raymond Jang on The Australian Investors Podcast to share his investing knowledge and lessons with the investing community.


    Wayne Jones has managed the Ganes Focused Value Fund since 2002, which invests in high-quality ASX listed businesses for the long term. His experience as a business owner and CPA skills used in acquiring businesses has helped him identify quality long term compounders.


    In this episode, Raymond Jang & Wayne Jones chat about:

    @0:90 - Wayne's personal and professional investing journey.

    @14:30 - How business experience played an important role in Wayne's investing.

    @20:30 - Investing resources that shaped Wayne's investing philosophy.

    @28:00 - Contrasting Warren Buffett and Charlie Munger on life and investing.

    @31:00 - Lessons from falling into a hot investment sector.

    @33:00 - The Ganes Capital Management investment process.

    @45:00 - Valuation: why the quality of a business and management team is more important than getting the price right.

    @47:00 - Case studies: Domino's Pizza Enterprises Ltd. (ASX: DMP) and CEO Don Meij

    @59:00 - Why Buffett, Munger and a writer were the most influential people in Wayne's investing journey.


    This is an excellent episode for investors looking to improve both their psychological mindset and technical skills.


    Watch the video version on the Rask Australia YouTube page.


    Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.


    Score $100 off Owen's high conviction ASX & US share research service, Rask Invest!


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: 12th November 2021




    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4061 no     Green hydrogen & the HGEN ETF (ASX:HGEN) Ft. Kanish Chugh https://www.rask.com.au/podcasts/australian-investor-podcast/ The ETFS Hydrogen ETF (ASX: HGEN) provides investors with exposure to 30 select global hydrogen energy-focused companies, including fuel-cell makers and companies involved in the hydrogen value chain. This podcast, featuring Owen Rask from Rask and Best ETFs and Kanish Chugh from ETF Securities, profiles HGEN ETF. For more information on the HGEN ETF, access the PDS and learn more about ETF Securities, visit their website: https://bit.ly/etfs-oct21 Join Rask Invest – $100 off Rask’s ASX research for Investors Podcast listeners To get 6 months off on Owen and the Rask analyst team’s ASX research, join Rask Invest by clicking here. Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code “investpod”. Join today and access exclusive insights. Date recorded: October 13th, 2021 Disclosure & sponsorship: At the time of writing, Owen does not have a financial interest in any of the securities or funds mentioned. ETF Securities is a sponsor of our other podcast series, The Australian Finance Podcast. They (ETF Securities) did not pay a fee to appear on this podcast. Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing is risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 10 Nov 2021 04:00:00 -0000 full 3 63 Rask The ETFS Hydrogen ETF (ASX: HGEN) provides investors with exposure to 30 select global hydrogen energy-focused companies, including fuel-cell makers and companies involved in the hydrogen value chain. TThis podcast, featuring Owen Rask from Rask and Best ETFs and Kanish Chugh from ETF Securities, profiles HGEN ETF. The ETFS Hydrogen ETF (ASX: HGEN) provides investors with exposure to 30 select global hydrogen energy-focused companies, including fuel-cell makers and companies involved in the hydrogen value chain. This podcast, featuring Owen Rask from Rask and Best ETFs and Kanish Chugh from ETF Securities, profiles HGEN ETF. For more information on the HGEN ETF, access the PDS and learn more about ETF Securities, visit their website: https://bit.ly/etfs-oct21 Join Rask Invest – $100 off Rask’s ASX research for Investors Podcast listeners To get 6 months off on Owen and the Rask analyst team’s ASX research, join Rask Invest by clicking here. Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code “investpod”. Join today and access exclusive insights. Date recorded: October 13th, 2021 Disclosure & sponsorship: At the time of writing, Owen does not have a financial interest in any of the securities or funds mentioned. ETF Securities is a sponsor of our other podcast series, The Australian Finance Podcast. They (ETF Securities) did not pay a fee to appear on this podcast. Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing is risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices The ETFS Hydrogen ETF (ASX: HGEN) provides investors with exposure to 30 select global hydrogen energy-focused companies, including fuel-cell makers and companies involved in the hydrogen value chain. This podcast, featuring Owen Rask from Rask and Best ETFs and Kanish Chugh from ETF Securities, profiles HGEN ETF.


    For more information on the HGEN ETF, access the PDS and learn more about ETF Securities, visit their website: https://bit.ly/etfs-oct21


    Join Rask Invest – $100 off Rask’s ASX research for Investors Podcast listeners


    To get 6 months off on Owen and the Rask analyst team’s ASX research, join Rask Invest by clicking here.


    Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code “investpod”. Join today and access exclusive insights.


    Date recorded: October 13th, 2021


    Disclosure & sponsorship: At the time of writing, Owen does not have a financial interest in any of the securities or funds mentioned. ETF Securities is a sponsor of our other podcast series, The Australian Finance Podcast. They (ETF Securities) did not pay a fee to appear on this podcast.


    Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing is risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1801 no     How overvalued is Pro Medicus (PME), Peloton (PTON) falls 30% & selling (some) TSLA, ft. Claude Walker & Anirban Mahanti https://www.rask.com.au/podcasts/australian-investor-podcast/ On The Australian Investors Podcast this week, co-hosts Owen Rask & 7Investing's Dr Anirban Mahanti are joined by Claude Walker, founder of A Rich Life. WATCH IT ON YOUTUBE: https://youtu.be/WBSImbrFI2s Anirban, Owen and Claude discuss results from Cloudflare Inc (NYSE: NET), the latest in ASX news, Pinterest Inc's (NYSE: PINS) quarterly result, Anirban's decision to sell some Tesla Inc (NASDAQ: TSLA), Pro Medicus Ltd's (ASX: PME) valuation and more. Talking points (approx. timing): @5:00 - Claude Walker, A Rich Life, talks us through Damtra Holdings (ASX: DTC) @20:00 - Sell Tesla Inc (NASDAQ: TSLA)? Why Anirban Mahanti lightened the load. @30:00 - Vertical & horizontal SaaS stocks - how to pick SaaS winners @40:00 - Pro Medicus Ltd (ASX: PME) - buy, hold or sell? @47:00 - Tyro Payments Ltd (ASX: TYR) - down 20%, what's happened? @53:00 - Peloton Interactive (NASDAQ: PTON) - down 30%, why? @60:00 - Cloudflare Inc (NYSE: NET) continues to dominate Fastly Inc (NASDAQ: FSLY) @1:04:00 - Pinterest Inc (NYSE: PINS) 3Q21 - what you need to know @1:08:00 - IntelliHR (ASX:IHR) - Claude Walker's take on IHR's capital raise Owen's disclosure: At the time of recording, Owen owns shares of Smartpay, Pro Medicus, Apple, Pinterest & Xero. The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. 7Investing webinar: https://7investing.com/articles/is-zero-trust-the-cybersecurity-framework-for-the-21st-century/ Visit Claude at A Rich Life: https://www.arichlife.com.au Take one of Rask's intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Join 7Investing: https://7investing.com/subscribe?utm_source=RASK Get $10 off 7Investing when you join and use the "Rask" coupon code at checkout. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 5th November 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 05 Nov 2021 20:00:00 -0000 full 3 69 Rask On The Australian Investors Podcast this week, co-hosts Owen Rask & 7Investing's Dr Anirban Mahanti are joined by Claude Walker, founder of A Rich Life. On The Australian Investors Podcast this week, co-hosts Owen Rask & 7Investing's Dr Anirban Mahanti are joined by Claude Walker, founder of A Rich Life. WATCH IT ON YOUTUBE: https://youtu.be/WBSImbrFI2s Anirban, Owen and Claude discuss results from Cloudflare Inc (NYSE: NET), the latest in ASX news, Pinterest Inc's (NYSE: PINS) quarterly result, Anirban's decision to sell some Tesla Inc (NASDAQ: TSLA), Pro Medicus Ltd's (ASX: PME) valuation and more. Talking points (approx. timing): @5:00 - Claude Walker, A Rich Life, talks us through Damtra Holdings (ASX: DTC) @20:00 - Sell Tesla Inc (NASDAQ: TSLA)? Why Anirban Mahanti lightened the load. @30:00 - Vertical & horizontal SaaS stocks - how to pick SaaS winners @40:00 - Pro Medicus Ltd (ASX: PME) - buy, hold or sell? @47:00 - Tyro Payments Ltd (ASX: TYR) - down 20%, what's happened? @53:00 - Peloton Interactive (NASDAQ: PTON) - down 30%, why? @60:00 - Cloudflare Inc (NYSE: NET) continues to dominate Fastly Inc (NASDAQ: FSLY) @1:04:00 - Pinterest Inc (NYSE: PINS) 3Q21 - what you need to know @1:08:00 - IntelliHR (ASX:IHR) - Claude Walker's take on IHR's capital raise Owen's disclosure: At the time of recording, Owen owns shares of Smartpay, Pro Medicus, Apple, Pinterest & Xero. The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. 7Investing webinar: https://7investing.com/articles/is-zero-trust-the-cybersecurity-framework-for-the-21st-century/ Visit Claude at A Rich Life: https://www.arichlife.com.au Take one of Rask's intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Join 7Investing: https://7investing.com/subscribe?utm_source=RASK Get $10 off 7Investing when you join and use the "Rask" coupon code at checkout. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 5th November 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices On The Australian Investors Podcast this week, co-hosts Owen Rask & 7Investing's Dr Anirban Mahanti are joined by Claude Walker, founder of A Rich Life.


    WATCH IT ON YOUTUBE: https://youtu.be/WBSImbrFI2s


    Anirban, Owen and Claude discuss results from Cloudflare Inc (NYSE: NET), the latest in ASX news, Pinterest Inc's (NYSE: PINS) quarterly result, Anirban's decision to sell some Tesla Inc (NASDAQ: TSLA), Pro Medicus Ltd's (ASX: PME) valuation and more.


    Talking points (approx. timing):

    @5:00 - Claude Walker, A Rich Life, talks us through Damtra Holdings (ASX: DTC)

    @20:00 - Sell Tesla Inc (NASDAQ: TSLA)? Why Anirban Mahanti lightened the load.

    @30:00 - Vertical & horizontal SaaS stocks - how to pick SaaS winners

    @40:00 - Pro Medicus Ltd (ASX: PME) - buy, hold or sell?

    @47:00 - Tyro Payments Ltd (ASX: TYR) - down 20%, what's happened?

    @53:00 - Peloton Interactive (NASDAQ: PTON) - down 30%, why?

    @60:00 - Cloudflare Inc (NYSE: NET) continues to dominate Fastly Inc (NASDAQ: FSLY)

    @1:04:00 - Pinterest Inc (NYSE: PINS) 3Q21 - what you need to know

    @1:08:00 - IntelliHR (ASX:IHR) - Claude Walker's take on IHR's capital raise


    Owen's disclosure: At the time of recording, Owen owns shares of Smartpay, Pro Medicus, Apple, Pinterest & Xero. The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    7Investing webinar: https://7investing.com/articles/is-zero-trust-the-cybersecurity-framework-for-the-21st-century/


    Visit Claude at A Rich Life: https://www.arichlife.com.au


    Take one of Rask's intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.


    Score $100 off Owen's high conviction ASX & US share research service, Rask Invest!


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    Join 7Investing: https://7investing.com/subscribe?utm_source=RASK


    Get $10 off 7Investing when you join and use the "Rask" coupon code at checkout.


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: 5th November 2021


    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4600 no     Making money from REITs, ft. Julia Forrest https://www.rask.com.au/podcasts/australian-investor-podcast/ Julia Forrest is a listed property trust (REIT) portfolio manager at Pendal Group and one of the longest-running PMs to join Owen Rask on The Australian Investors Podcast. At Pendal Group, Julia is responsible for investing in Real Estate Investment Trusts (REITs), property developers and property assets. Julia tells us how inflation can impact REITs, why property has held up remarkably well during Covid, and walks us through her checklist. Key talking points: How & why Julia started her career as an analyst in organised crime The investing advice Julia is giving her teenage daughters The key differences between office and retail properties Process: How Julia and her team find REITs to buy Yield: the impact of inflation on bonds & property securities Yield: using REITs as an alternative income source to bonds This is a great episode for investors who are wondering how to deal with inflation, and whether property can provide a tactical tilt away from bonds for income. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: October 27 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 03 Nov 2021 04:00:00 -0000 full 3 68 Rask Julia Forrest is a listed property trust (REIT) portfolio manager at Pendal and one of the longest-running PMs to join Owen Rask on The Australian Investors Podcast. Julia Forrest is a listed property trust (REIT) portfolio manager at Pendal Group and one of the longest-running PMs to join Owen Rask on The Australian Investors Podcast. At Pendal Group, Julia is responsible for investing in Real Estate Investment Trusts (REITs), property developers and property assets. Julia tells us how inflation can impact REITs, why property has held up remarkably well during Covid, and walks us through her checklist. Key talking points: How & why Julia started her career as an analyst in organised crime The investing advice Julia is giving her teenage daughters The key differences between office and retail properties Process: How Julia and her team find REITs to buy Yield: the impact of inflation on bonds & property securities Yield: using REITs as an alternative income source to bonds This is a great episode for investors who are wondering how to deal with inflation, and whether property can provide a tactical tilt away from bonds for income. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: October 27 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices Julia Forrest is a listed property trust (REIT) portfolio manager at Pendal Group and one of the longest-running PMs to join Owen Rask on The Australian Investors Podcast.


    At Pendal Group, Julia is responsible for investing in Real Estate Investment Trusts (REITs), property developers and property assets. Julia tells us how inflation can impact REITs, why property has held up remarkably well during Covid, and walks us through her checklist.


    Key talking points:

    • How & why Julia started her career as an analyst in organised crime
    • The investing advice Julia is giving her teenage daughters
    • The key differences between office and retail properties
    • Process: How Julia and her team find REITs to buy
    • Yield: the impact of inflation on bonds & property securities
    • Yield: using REITs as an alternative income source to bonds


    This is a great episode for investors who are wondering how to deal with inflation, and whether property can provide a tactical tilt away from bonds for income.


    Watch the video version on the Rask Australia YouTube page.


    Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.


    Score $100 off Owen's high conviction ASX & US share research service, Rask Invest!


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: October 27 2021



    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2722 no     Has a2 Milk gone off? Vulcan gets shorted & inside Apple's massive quarter https://www.rask.com.au/podcasts/australian-investor-podcast/ Live on The Australian Investors Podcast this week, your hosts Owen Rask & 7Investing's Dr Anirban Mahanti look at Apple Inc's (NASDAQ: AAPL) 4th quarter report, including the latest in iPhone & Mac sales and the company's supply chain shortages. Anirban & Owen also talk about the ASX's latest short-seller target, Vulcan Energy (ASX: VUL). Vulcan is a company involved in geothermal energy and Jcap research says its projects might not be as profitable as investors think. Finally, we look at Dubber Corp Ltd (ASX: DUB) and what's going on at a2 Milk Company Ltd (ASX: A2M). Dubber released its quarterly reports to the ASX on Friday morning, and is a2 Milk putting itself up for a takeover? @10:00 - Facebook becomes Meta @25:00 - Apple's Quarterly report @35:00 - Dubber 4C financials @40:30 - Amazon’s report & AWS boom @43:30 - $1.6 billion Vulcan gets suspended as Short Sellers target it @49:00 - Alphabet’s (GOOGL) report. @56:00 - A2 Milk. Weird (huge) update Join in the LIVE ASX share investing conversation on YouTube, directly with Owen Rask & Anirban Mahanti, to learn more about investing. Get notified when we go live, by subscribing to the Rask YouTube channel: https://www.youtube.com/channel/UCvOPFdkhCBIK2Y5QbDtOZXA Say "G'DAY" to Owen: Twitters: https://www.twitter.com/owenrask Instagram: https://www.instagram.com/owenraskau/ Say "Howdy!" to Anirban on Twitter: https://twitter.com/7amahanti/ ➜ Dig in deeper with the show notes: https://www.rask.com.au/podcasts/australian-investor-podcast ➜ Score $100 off Owen's premium high conviction ASX & US share research service, Rask Invest: www.rask.com.au/aip-listener-discount ➜ Join 7Investing ($10 OFF!): https://www.7investing.com/subscribe ➜ 100% free investing courses: https://education.rask.com.au ➜ Join our kickass newsletter: https://www.rask.com.au/free-sign-up ➜ Our awesome FB community: https://www.facebook.com/groups/raskaustralia ➜ Hang with us on IG: https://www.instagram.com/raskaustralia ➜ Twitter for cool kids: https://twitter.com/RaskAustralia ➜ Tiktok for laughs: https://www.tiktok.com/@raskinvest Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Disclosure: at the time of publishing Owen owns shares of Facebook, Apple, Dubber & Alphabet. Date recorded: October 29, 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 29 Oct 2021 20:00:00 -0000 full 3 67 Rask On the Australian Investors Podcast this week, analysts Owen Rask & 7Investing's Dr Anirban Mahanti look at Apple Inc's (NASDAQ: AAPL) 4th quarter report, the Vulcan Energy (ASX:VUL) short report, Dubber Corp (ASX:DUB) & A2 Milk Company Ltd (ASX:A2M). Live on The Australian Investors Podcast this week, your hosts Owen Rask & 7Investing's Dr Anirban Mahanti look at Apple Inc's (NASDAQ: AAPL) 4th quarter report, including the latest in iPhone & Mac sales and the company's supply chain shortages. Anirban & Owen also talk about the ASX's latest short-seller target, Vulcan Energy (ASX: VUL). Vulcan is a company involved in geothermal energy and Jcap research says its projects might not be as profitable as investors think. Finally, we look at Dubber Corp Ltd (ASX: DUB) and what's going on at a2 Milk Company Ltd (ASX: A2M). Dubber released its quarterly reports to the ASX on Friday morning, and is a2 Milk putting itself up for a takeover? @10:00 - Facebook becomes Meta @25:00 - Apple's Quarterly report @35:00 - Dubber 4C financials @40:30 - Amazon’s report & AWS boom @43:30 - $1.6 billion Vulcan gets suspended as Short Sellers target it @49:00 - Alphabet’s (GOOGL) report. @56:00 - A2 Milk. Weird (huge) update Join in the LIVE ASX share investing conversation on YouTube, directly with Owen Rask & Anirban Mahanti, to learn more about investing. Get notified when we go live, by subscribing to the Rask YouTube channel: https://www.youtube.com/channel/UCvOPFdkhCBIK2Y5QbDtOZXA Say "G'DAY" to Owen: Twitters: https://www.twitter.com/owenrask Instagram: https://www.instagram.com/owenraskau/ Say "Howdy!" to Anirban on Twitter: https://twitter.com/7amahanti/ ➜ Dig in deeper with the show notes: https://www.rask.com.au/podcasts/australian-investor-podcast ➜ Score $100 off Owen's premium high conviction ASX & US share research service, Rask Invest: www.rask.com.au/aip-listener-discount ➜ Join 7Investing ($10 OFF!): https://www.7investing.com/subscribe ➜ 100% free investing courses: https://education.rask.com.au ➜ Join our kickass newsletter: https://www.rask.com.au/free-sign-up ➜ Our awesome FB community: https://www.facebook.com/groups/raskaustralia ➜ Hang with us on IG: https://www.instagram.com/raskaustralia ➜ Twitter for cool kids: https://twitter.com/RaskAustralia ➜ Tiktok for laughs: https://www.tiktok.com/@raskinvest Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Disclosure: at the time of publishing Owen owns shares of Facebook, Apple, Dubber & Alphabet. Date recorded: October 29, 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices Live on The Australian Investors Podcast this week, your hosts Owen Rask & 7Investing's Dr Anirban Mahanti look at Apple Inc's (NASDAQ: AAPL) 4th quarter report, including the latest in iPhone & Mac sales and the company's supply chain shortages.


    Anirban & Owen also talk about the ASX's latest short-seller target, Vulcan Energy (ASX: VUL). Vulcan is a company involved in geothermal energy and Jcap research says its projects might not be as profitable as investors think.


    Finally, we look at Dubber Corp Ltd (ASX: DUB) and what's going on at a2 Milk Company Ltd (ASX: A2M). Dubber released its quarterly reports to the ASX on Friday morning, and is a2 Milk putting itself up for a takeover?


    @10:00 - Facebook becomes Meta

    @25:00 - Apple's Quarterly report

    @35:00 - Dubber 4C financials

    @40:30 - Amazon’s report & AWS boom

    @43:30 - $1.6 billion Vulcan gets suspended as Short Sellers target it

    @49:00 - Alphabet’s (GOOGL) report.

    @56:00 - A2 Milk. Weird (huge) update



    Join in the LIVE ASX share investing conversation on YouTube, directly with Owen Rask & Anirban Mahanti, to learn more about investing.


    Get notified when we go live, by subscribing to the Rask YouTube channel: https://www.youtube.com/channel/UCvOPFdkhCBIK2Y5QbDtOZXA


    Say "G'DAY" to Owen:

    Twitters: https://www.twitter.com/owenrask

    Instagram: https://www.instagram.com/owenraskau/


    Say "Howdy!" to Anirban on Twitter:

    https://twitter.com/7amahanti/


    ➜ Dig in deeper with the show notes: https://www.rask.com.au/podcasts/australian-investor-podcast


    ➜ Score $100 off Owen's premium high conviction ASX & US share research service, Rask Invest: www.rask.com.au/aip-listener-discount


    ➜ Join 7Investing ($10 OFF!): https://www.7investing.com/subscribe


    ➜ 100% free investing courses: https://education.rask.com.au


    ➜ Join our kickass newsletter: https://www.rask.com.au/free-sign-up


    ➜ Our awesome FB community: https://www.facebook.com/groups/raskaustralia


    ➜ Hang with us on IG: https://www.instagram.com/raskaustralia


    ➜ Twitter for cool kids: https://twitter.com/RaskAustralia


    ➜ Tiktok for laughs: https://www.tiktok.com/@raskinvest


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Disclosure: at the time of publishing Owen owns shares of Facebook, Apple, Dubber & Alphabet.


    Date recorded: October 29, 2021

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3654 no     Burgers, valuations & M&A ft. Chloe Stokes, CFA https://www.rask.com.au/podcasts/australian-investor-podcast/ Chloe Stokes, CFA is an investment analyst at Forager Funds Management, focused on international companies. Chloe joins Owen Rask on The Australian Investors Podcast to talk about her investment process, how to find an edge as an investor, why valuation is key, the inside of mid-tier M&A deals and more. In this podcast, Chloe tells us: What a typical day in M&A looks like Why DCF valuations are done on every stock the Forager team finds How Chloe builds a thesis and gets a variant perception The 50-page investment process the Forager team use and how analysts check themselves for behavioural biases Chloe's favourite stock and the case for Glassons, a $450m retailer from New Zealand The advice Chloe would give herself is: imagine you have $1 of income. You could save it, spend it or invest it. Only one of them (investing) would mean you could have $10 leftover after 30 years. The power of compounding! Watch the video version on the Rask Australia YouTube page. Take one of our intelligent and FREE investing courses (covering topics like ETFs, shares and valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ➜ Dig in deeper with the show notes: https://www.rask.com.au/podcasts/australian-investor-podcast ➜ Score $100 off Owen's premium high conviction ASX & US share research service, Rask Invest: www.rask.com.au/aip-listener-discount ➜ 100% free investing courses: https://education.rask.com.au ➜ Join our kickass newsletter: https://www.rask.com.au/free-sign-up ➜ Our awesome FB community: https://www.facebook.com/groups/raskaustralia ➜ Hang with us on IG: https://www.instagram.com/raskaustralia ➜ Twitter for cool kids: https://twitter.com/RaskAustralia ➜ Tiktok for laughs: https://www.tiktok.com/@raskinvest Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 6 October 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 27 Oct 2021 04:00:00 -0000 full 3 61 Rask Chloe Stokes, CFA is an investment analyst at Forager Funds Management. Chloe joins Owen Rask on The Australian Investors Podcast to talk about her investment process, valuations & growth, M&A & more. Chloe Stokes, CFA is an investment analyst at Forager Funds Management, focused on international companies. Chloe joins Owen Rask on The Australian Investors Podcast to talk about her investment process, how to find an edge as an investor, why valuation is key, the inside of mid-tier M&A deals and more. In this podcast, Chloe tells us: What a typical day in M&A looks like Why DCF valuations are done on every stock the Forager team finds How Chloe builds a thesis and gets a variant perception The 50-page investment process the Forager team use and how analysts check themselves for behavioural biases Chloe's favourite stock and the case for Glassons, a $450m retailer from New Zealand The advice Chloe would give herself is: imagine you have $1 of income. You could save it, spend it or invest it. Only one of them (investing) would mean you could have $10 leftover after 30 years. The power of compounding! Watch the video version on the Rask Australia YouTube page. Take one of our intelligent and FREE investing courses (covering topics like ETFs, shares and valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ➜ Dig in deeper with the show notes: https://www.rask.com.au/podcasts/australian-investor-podcast ➜ Score $100 off Owen's premium high conviction ASX & US share research service, Rask Invest: www.rask.com.au/aip-listener-discount ➜ 100% free investing courses: https://education.rask.com.au ➜ Join our kickass newsletter: https://www.rask.com.au/free-sign-up ➜ Our awesome FB community: https://www.facebook.com/groups/raskaustralia ➜ Hang with us on IG: https://www.instagram.com/raskaustralia ➜ Twitter for cool kids: https://twitter.com/RaskAustralia ➜ Tiktok for laughs: https://www.tiktok.com/@raskinvest Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 6 October 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices Chloe Stokes, CFA is an investment analyst at Forager Funds Management, focused on international companies.

    Chloe joins Owen Rask on The Australian Investors Podcast to talk about her investment process, how to find an edge as an investor, why valuation is key, the inside of mid-tier M&A deals and more.


    In this podcast, Chloe tells us:

    • What a typical day in M&A looks like
    • Why DCF valuations are done on every stock the Forager team finds
    • How Chloe builds a thesis and gets a variant perception
    • The 50-page investment process the Forager team use and how analysts check themselves for behavioural biases
    • Chloe's favourite stock and the case for Glassons, a $450m retailer from New Zealand

    The advice Chloe would give herself is: imagine you have $1 of income. You could save it, spend it or invest it. Only one of them (investing) would mean you could have $10 leftover after 30 years. The power of compounding!


    Watch the video version on the Rask Australia YouTube page.


    Take one of our intelligent and FREE investing courses (covering topics like ETFs, shares and valuation) on Rask Education and join our insightful FB community.


    Score $100 off Owen's high conviction ASX & US share research service, Rask Invest!


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    ➜ Dig in deeper with the show notes: https://www.rask.com.au/podcasts/australian-investor-podcast

    ➜ Score $100 off Owen's premium high conviction ASX & US share research service, Rask Invest: www.rask.com.au/aip-listener-discount

    ➜ 100% free investing courses: https://education.rask.com.au

    ➜ Join our kickass newsletter: https://www.rask.com.au/free-sign-up

    ➜ Our awesome FB community: https://www.facebook.com/groups/raskaustralia

    ➜ Hang with us on IG: https://www.instagram.com/raskaustralia

    ➜ Twitter for cool kids: https://twitter.com/RaskAustralia

    ➜ Tiktok for laughs: https://www.tiktok.com/@raskinvest


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning super funds, products, shares, bank accounts, etc.


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: 6 October 2021

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2989 no     Live: Magellan's (ASX:MFG) AGM, Tesla (TSLA) smashes quarterly & more https://www.rask.com.au/podcasts/australian-investor-podcast/ Diving deep into today's ASX news, Owen Rask & 7Investing's Dr Anirban Mahanti look at Magellan Financial Group Ltd's (ASX: MFG) AGM address, the Tesla Inc (NASDAQ: TSLA) beat on earnings, Netflix Inc (NASDAQ: NFLX) stock price high, SNAP's results and... are interest rates rising? Join in the LIVE ASX share investing conversation on YouTube, directly with Owen Rask & Anirban Mahanti, to learn more about investing. Get notified when we go live, by subscribing to the Rask YouTube channel: https://www.youtube.com/channel/UCvOPFdkhCBIK2Y5QbDtOZXA Say "G'DAY" to Owen: Twitters: https://www.twitter.com/owenrask Instagram: https://www.instagram.com/owenraskau/ Say "Howdy!" to Anirban on Twitter: https://twitter.com/7amahanti/ Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 22nd October 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 22 Oct 2021 20:00:00 -0000 full 3 66 Rask Owen & Anirban look at Magellan Financial Group Ltd's (ASX: MFG) AGM address, the Tesla Inc (NASDAQ: TSLA) beat on earnings, Netflix Inc (NASDAQ: NFLX) stock price high, SNAP's results Diving deep into today's ASX news, Owen Rask & 7Investing's Dr Anirban Mahanti look at Magellan Financial Group Ltd's (ASX: MFG) AGM address, the Tesla Inc (NASDAQ: TSLA) beat on earnings, Netflix Inc (NASDAQ: NFLX) stock price high, SNAP's results and... are interest rates rising? Join in the LIVE ASX share investing conversation on YouTube, directly with Owen Rask & Anirban Mahanti, to learn more about investing. Get notified when we go live, by subscribing to the Rask YouTube channel: https://www.youtube.com/channel/UCvOPFdkhCBIK2Y5QbDtOZXA Say "G'DAY" to Owen: Twitters: https://www.twitter.com/owenrask Instagram: https://www.instagram.com/owenraskau/ Say "Howdy!" to Anirban on Twitter: https://twitter.com/7amahanti/ Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 22nd October 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices Diving deep into today's ASX news, Owen Rask & 7Investing's Dr Anirban Mahanti look at Magellan Financial Group Ltd's (ASX: MFG) AGM address, the Tesla Inc (NASDAQ: TSLA) beat on earnings, Netflix Inc (NASDAQ: NFLX) stock price high, SNAP's results and... are interest rates rising?


    Join in the LIVE ASX share investing conversation on YouTube, directly with Owen Rask & Anirban Mahanti, to learn more about investing.


    Get notified when we go live, by subscribing to the Rask YouTube channel: https://www.youtube.com/channel/UCvOPFdkhCBIK2Y5QbDtOZXA


    Say "G'DAY" to Owen:

    Twitters: https://www.twitter.com/owenrask

    Instagram: https://www.instagram.com/owenraskau/


    Say "Howdy!" to Anirban on Twitter:

    https://twitter.com/7amahanti/


    Watch the video version on the Rask Australia YouTube page.


    Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.


    Score $100 off Owen's high conviction ASX & US share research service, Rask Invest!

    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: 22nd October 2021

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3805 no     Building a beautiful business ft. Kate Morris, Co-founder of Adore Beauty https://www.rask.com.au/podcasts/australian-investor-podcast/ Kate Morris is the co-founder and entrepreneur behind one of Australia's largest beauty brands, Adore Beauty Group Ltd (ASX: ABY), a $450 million online company created before most people used the internet. Kate Morris joins Owen Rask on The Australian Investors Podcast to explain how she built a world-class online business, managed Adore's growth, funding and changed the game for many of Australia's beauty consumers. Kate talks about the importance of delighting customers when they open a package, why culture matters, when to move aside and make way for new talent, how the beauty industry works and, perhaps most importantly, why she offers her customers Tim Tams. Kate's new venture, Glow Capital In addition to becoming one of Australia's pioneers of beauty and online, and remaining as Chief Innovation Officer at Adore, Kate Morris has co-founded a new venture called Glow Capital Partners, or Glow Cap for short. Glow Capital is new private equity investment firm seeking to help founders scale-up their operations to reach their full potential. Kate and Owen talk about the pain points for founders, the founder ecosystem and more. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ➜ Dig in deeper with the show notes: https://www.rask.com.au/podcasts/australian-investor-podcast ➜ Score $100 off Owen's premium high conviction ASX & US share research service, Rask Invest: www.rask.com.au/aip-listener-discount ➜ 100% free investing courses: https://education.rask.com.au ➜ Join our kickass newsletter: https://www.rask.com.au/free-sign-up ➜ Our awesome FB community: https://www.facebook.com/groups/raskaustralia ➜ Hang with us on IG: https://www.instagram.com/raskaustralia ➜ Twitter for cool kids: https://twitter.com/RaskAustralia ➜ Tiktok for laughs: https://www.tiktok.com/@raskinvest Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 4 October 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 20 Oct 2021 04:00:00 -0000 full 3 60 Rask Kate Morris is the co-founder and entrepreneur behind one of Australia's largest beauty brands, Adore Beauty Group Ltd (ASX: ABY), a $450 million online company created before most people used the internet. Kate Morris joins Owen Rask on The Australian Investors Podcast. Kate Morris is the co-founder and entrepreneur behind one of Australia's largest beauty brands, Adore Beauty Group Ltd (ASX: ABY), a $450 million online company created before most people used the internet. Kate Morris joins Owen Rask on The Australian Investors Podcast to explain how she built a world-class online business, managed Adore's growth, funding and changed the game for many of Australia's beauty consumers. Kate talks about the importance of delighting customers when they open a package, why culture matters, when to move aside and make way for new talent, how the beauty industry works and, perhaps most importantly, why she offers her customers Tim Tams. Kate's new venture, Glow Capital In addition to becoming one of Australia's pioneers of beauty and online, and remaining as Chief Innovation Officer at Adore, Kate Morris has co-founded a new venture called Glow Capital Partners, or Glow Cap for short. Glow Capital is new private equity investment firm seeking to help founders scale-up their operations to reach their full potential. Kate and Owen talk about the pain points for founders, the founder ecosystem and more. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ➜ Dig in deeper with the show notes: https://www.rask.com.au/podcasts/australian-investor-podcast ➜ Score $100 off Owen's premium high conviction ASX & US share research service, Rask Invest: www.rask.com.au/aip-listener-discount ➜ 100% free investing courses: https://education.rask.com.au ➜ Join our kickass newsletter: https://www.rask.com.au/free-sign-up ➜ Our awesome FB community: https://www.facebook.com/groups/raskaustralia ➜ Hang with us on IG: https://www.instagram.com/raskaustralia ➜ Twitter for cool kids: https://twitter.com/RaskAustralia ➜ Tiktok for laughs: https://www.tiktok.com/@raskinvest Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 4 October 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices Kate Morris is the co-founder and entrepreneur behind one of Australia's largest beauty brands, Adore Beauty Group Ltd (ASX: ABY), a $450 million online company created before most people used the internet.


    Kate Morris joins Owen Rask on The Australian Investors Podcast to explain how she built a world-class online business, managed Adore's growth, funding and changed the game for many of Australia's beauty consumers.


    Kate talks about the importance of delighting customers when they open a package, why culture matters, when to move aside and make way for new talent, how the beauty industry works and, perhaps most importantly, why she offers her customers Tim Tams.


    Kate's new venture, Glow Capital

    In addition to becoming one of Australia's pioneers of beauty and online, and remaining as Chief Innovation Officer at Adore, Kate Morris has co-founded a new venture called Glow Capital Partners, or Glow Cap for short.

    Glow Capital is new private equity investment firm seeking to help founders scale-up their operations to reach their full potential. Kate and Owen talk about the pain points for founders, the founder ecosystem and more.


    Watch the video version on the Rask Australia YouTube page.


    Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.


    Score $100 off Owen's high conviction ASX & US share research service, Rask Invest!


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    ➜ Dig in deeper with the show notes: https://www.rask.com.au/podcasts/australian-investor-podcast

    ➜ Score $100 off Owen's premium high conviction ASX & US share research service, Rask Invest: www.rask.com.au/aip-listener-discount

    ➜ 100% free investing courses: https://education.rask.com.au

    ➜ Join our kickass newsletter: https://www.rask.com.au/free-sign-up

    ➜ Our awesome FB community: https://www.facebook.com/groups/raskaustralia

    ➜ Hang with us on IG: https://www.instagram.com/raskaustralia

    ➜ Twitter for cool kids: https://twitter.com/RaskAustralia

    ➜ Tiktok for laughs: https://www.tiktok.com/@raskinvest


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: 4 October 2021

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4352 no     Netwealth (NWL) & Bubs Australia (ASX:BUB) shares jump, Redbubble (RBL) flops https://www.rask.com.au/podcasts/australian-investor-podcast/ Diving deep into today's ASX news, Owen Rask & 7Investing's Dr Anirban Mahanti look at key ASX news this week, including Bubs Australia Ltd's (ASX: BUB) 40% jump, Netwealth Ltd's (ASX: NWL) 15% increase and why Redbubble Ltd (ASX: RBL) fell 12%. We also look at the US stock market, tech companies and more. Join in the LIVE ASX share investing conversation on YouTube, directly with Owen Rask & Anirban Mahanti, to learn more about investing. Get notified when we go live, by subscribing to the Rask YouTube channel: https://www.youtube.com/channel/UCvOP... Say "G'DAY" to Owen: Twitters: https://www.twitter.com/owenrask Instagram: https://www.instagram.com/owenraskau/ Say "Howdy!" to Anirban on Twitter: https://twitter.com/7amahanti/ ➜ Dig in deeper with the show notes: https://www.rask.com.au/podcasts/aust... ➜ Score $100 off Owen's premium high conviction ASX & US share research service, Rask Invest: www.rask.com.au/aip-listener-discount ➜ Join 7Investing ($10 OFF!): https://www.7investing.com/subscribe ➜ 100% free investing courses: https://education.rask.com.au ➜ Join our kickass newsletter: https://www.rask.com.au/free-sign-up ➜ Our awesome FB community: https://www.facebook.com/groups/raska... ➜ Hang with us on IG: https://www.instagram.com/raskaustralia ➜ Twitter for cool kids: https://twitter.com/RaskAustralia ➜ Tiktok for laughs: https://www.tiktok.com/@raskinvest Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: October 15, 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 15 Oct 2021 20:00:00 -0000 full 3 65 Rask Diving deep into today's ASX news, Owen Rask & 7Investing's Dr Anirban Mahanti look at key ASX news this week, including Bubs Australia Ltd's (ASX: BUB) share price jump, Netwealth Ltd's (ASX: NWL) 15% increase and why Redbubble Ltd (ASX: RBL) fell 12%. Diving deep into today's ASX news, Owen Rask & 7Investing's Dr Anirban Mahanti look at key ASX news this week, including Bubs Australia Ltd's (ASX: BUB) 40% jump, Netwealth Ltd's (ASX: NWL) 15% increase and why Redbubble Ltd (ASX: RBL) fell 12%. We also look at the US stock market, tech companies and more. Join in the LIVE ASX share investing conversation on YouTube, directly with Owen Rask & Anirban Mahanti, to learn more about investing. Get notified when we go live, by subscribing to the Rask YouTube channel: https://www.youtube.com/channel/UCvOP... Say "G'DAY" to Owen: Twitters: https://www.twitter.com/owenrask Instagram: https://www.instagram.com/owenraskau/ Say "Howdy!" to Anirban on Twitter: https://twitter.com/7amahanti/ ➜ Dig in deeper with the show notes: https://www.rask.com.au/podcasts/aust... ➜ Score $100 off Owen's premium high conviction ASX & US share research service, Rask Invest: www.rask.com.au/aip-listener-discount ➜ Join 7Investing ($10 OFF!): https://www.7investing.com/subscribe ➜ 100% free investing courses: https://education.rask.com.au ➜ Join our kickass newsletter: https://www.rask.com.au/free-sign-up ➜ Our awesome FB community: https://www.facebook.com/groups/raska... ➜ Hang with us on IG: https://www.instagram.com/raskaustralia ➜ Twitter for cool kids: https://twitter.com/RaskAustralia ➜ Tiktok for laughs: https://www.tiktok.com/@raskinvest Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: October 15, 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices Diving deep into today's ASX news, Owen Rask & 7Investing's Dr Anirban Mahanti look at key ASX news this week, including Bubs Australia Ltd's (ASX: BUB) 40% jump, Netwealth Ltd's (ASX: NWL) 15% increase and why Redbubble Ltd (ASX: RBL) fell 12%. We also look at the US stock market, tech companies and more.


    Join in the LIVE ASX share investing conversation on YouTube, directly with Owen Rask & Anirban Mahanti, to learn more about investing.


    Get notified when we go live, by subscribing to the Rask YouTube channel: https://www.youtube.com/channel/UCvOP...


    Say "G'DAY" to Owen:

    Twitters: https://www.twitter.com/owenrask

    Instagram: https://www.instagram.com/owenraskau/


    Say "Howdy!" to Anirban on Twitter:

    https://twitter.com/7amahanti/


    ➜ Dig in deeper with the show notes: https://www.rask.com.au/podcasts/aust...


    ➜ Score $100 off Owen's premium high conviction ASX & US share research service, Rask Invest: www.rask.com.au/aip-listener-discount


    ➜ Join 7Investing ($10 OFF!): https://www.7investing.com/subscribe


    ➜ 100% free investing courses: https://education.rask.com.au


    ➜ Join our kickass newsletter: https://www.rask.com.au/free-sign-up


    ➜ Our awesome FB community: https://www.facebook.com/groups/raska...


    ➜ Hang with us on IG: https://www.instagram.com/raskaustralia


    ➜ Twitter for cool kids: https://twitter.com/RaskAustralia


    ➜ Tiktok for laughs: https://www.tiktok.com/@raskinvest


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: October 15, 2021

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4057 no     A $2.3 million portfolio: How advisers Jamie & Drew manage a retirement https://www.rask.com.au/podcasts/australian-investor-podcast/ Drew Meredith and Jamie Nemtsas, certified financial planners from Wattle Partners, join Owen Rask on The Australian Investors Podcast to walk us through how they would manage the $2.3 million retirement portfolio of a fictitious couple, Fiona and Craig. This episode is filled with great insights around portfolio construction, investment planning, investment property, retirement strategy, risk profiling, lifestyle goal setting, investment returns and more. The hypothetical couple: Craig & Fiona The fictitious couple Jamie and Drew are working with are: Craig (62). Earning $125,000 per year as an mechanical engineer, PAYG. Super: Craig has $850,000 in super, currently maximising his SG. He has a balanced strategy and pays $5,500 in insurance inside super. Super has returned 6.6% over the past 10 years. Fiona (55). A Business Development Manager for a technology company, earning $110,000, plus $10,000 in bonuses, PAYG. Super: She has $670,000 in super. She has a balanced strategy and pays $3,500 in insurance inside super. Super has returned 5.4% over the past 10 years. Their current situation: They have $100,000 left on their mortgage and the house is worth $880,000. Have two adult-age children, who are self-sufficient. Both believe they are high-risk investors, but Craig is more conservative and keen to replace his income with defensive positions (as much as possible). Fees on their super funds are estimated at 1.2% per year. They have $450,000 in managed funds and shares. They have $300,000 in cash. They estimate they need $80,000 to live comfortably. Craig's super insurance covers him for $190,000 (life & TPD) and his income protection is only $4,000 per month. Fiona's super insurance covers her for $260,000 (life & TPD) and her income protection is only $3,000 per month. Craig & Fiona's goals: Both of them and want to get advice on these things (specifically): plan to retire in 3-5 years They want to be debt-free before retirement. Should they use their cash for this? Craig is thinking of buying an investment property for yield, just before retirement. Need to build an investment portfolio capable of helping them live sustainably, but don't know if their super fees and strategy are right. Want to have cash to feel secure, so they want to maintain a decent buffer. They'd rather be 'hands off' investors and leave it to the experts (funds, ETFs, etc.). Don't need to leave anything to the kids. Here are the questions Drew & Jamie need to answer How does the financial planning process work at Wattle Partners? When you meet with Fiona & Craig, what are 3-5 questions you would ask first? Insurance: What are some factors Craig & Fiona need to consider? (assume they have no material prior medical conditions) Should they drop their insurance? Investment property: Is Craig ok to think of residential property as a source of good yield? What would be an alternative? Investing:What goes into a risk profile? (generally) What are some simple super strategies they could consider to boost their balance? (co-contribution, super guarantee limits, NCCs, etc.) Should they put their super on a platform or go with an SMSF? Should they build a portfolio outside super? ETFs or funds? Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 13 Oct 2021 04:00:00 -0000 full 3 59 Rask Drew Meredith and Jamie Nemtsas, certified financial planners from Wattle Partners, join Owen Rask on The Australian Investors Podcast to walk us through how they would manage the $2.3 million retirement portfolio of a fictitious couple, Fiona and Craig. Drew Meredith and Jamie Nemtsas, certified financial planners from Wattle Partners, join Owen Rask on The Australian Investors Podcast to walk us through how they would manage the $2.3 million retirement portfolio of a fictitious couple, Fiona and Craig. This episode is filled with great insights around portfolio construction, investment planning, investment property, retirement strategy, risk profiling, lifestyle goal setting, investment returns and more. The hypothetical couple: Craig & Fiona The fictitious couple Jamie and Drew are working with are: Craig (62). Earning $125,000 per year as an mechanical engineer, PAYG. Super: Craig has $850,000 in super, currently maximising his SG. He has a balanced strategy and pays $5,500 in insurance inside super. Super has returned 6.6% over the past 10 years. Fiona (55). A Business Development Manager for a technology company, earning $110,000, plus $10,000 in bonuses, PAYG. Super: She has $670,000 in super. She has a balanced strategy and pays $3,500 in insurance inside super. Super has returned 5.4% over the past 10 years. Their current situation: They have $100,000 left on their mortgage and the house is worth $880,000. Have two adult-age children, who are self-sufficient. Both believe they are high-risk investors, but Craig is more conservative and keen to replace his income with defensive positions (as much as possible). Fees on their super funds are estimated at 1.2% per year. They have $450,000 in managed funds and shares. They have $300,000 in cash. They estimate they need $80,000 to live comfortably. Craig's super insurance covers him for $190,000 (life & TPD) and his income protection is only $4,000 per month. Fiona's super insurance covers her for $260,000 (life & TPD) and her income protection is only $3,000 per month. Craig & Fiona's goals: Both of them and want to get advice on these things (specifically): plan to retire in 3-5 years They want to be debt-free before retirement. Should they use their cash for this? Craig is thinking of buying an investment property for yield, just before retirement. Need to build an investment portfolio capable of helping them live sustainably, but don't know if their super fees and strategy are right. Want to have cash to feel secure, so they want to maintain a decent buffer. They'd rather be 'hands off' investors and leave it to the experts (funds, ETFs, etc.). Don't need to leave anything to the kids. Here are the questions Drew & Jamie need to answer How does the financial planning process work at Wattle Partners? When you meet with Fiona & Craig, what are 3-5 questions you would ask first? Insurance: What are some factors Craig & Fiona need to consider? (assume they have no material prior medical conditions) Should they drop their insurance? Investment property: Is Craig ok to think of residential property as a source of good yield? What would be an alternative? Investing:What goes into a risk profile? (generally) What are some simple super strategies they could consider to boost their balance? (co-contribution, super guarantee limits, NCCs, etc.) Should they put their super on a platform or go with an SMSF? Should they build a portfolio outside super? ETFs or funds? Learn more about your ad choices. Visit megaphone.fm/adchoices Drew Meredith and Jamie Nemtsas, certified financial planners from Wattle Partners, join Owen Rask on The Australian Investors Podcast to walk us through how they would manage the $2.3 million retirement portfolio of a fictitious couple, Fiona and Craig.


    This episode is filled with great insights around portfolio construction, investment planning, investment property, retirement strategy, risk profiling, lifestyle goal setting, investment returns and more.


    The hypothetical couple: Craig & Fiona

    • The fictitious couple Jamie and Drew are working with are:
    • Craig (62). Earning $125,000 per year as an mechanical engineer, PAYG.
    • Super: Craig has $850,000 in super, currently maximising his SG. He has a balanced strategy and pays $5,500 in insurance inside super. Super has returned 6.6% over the past 10 years.
    • Fiona (55). A Business Development Manager for a technology company, earning $110,000, plus $10,000 in bonuses, PAYG.
    • Super: She has $670,000 in super. She has a balanced strategy and pays $3,500 in insurance inside super. Super has returned 5.4% over the past 10 years.


    Their current situation:

    • They have $100,000 left on their mortgage and the house is worth $880,000.
    • Have two adult-age children, who are self-sufficient.
    • Both believe they are high-risk investors, but Craig is more conservative and keen to replace his income with defensive positions (as much as possible).
    • Fees on their super funds are estimated at 1.2% per year.
    • They have $450,000 in managed funds and shares.
    • They have $300,000 in cash.
    • They estimate they need $80,000 to live comfortably.
    • Craig's super insurance covers him for $190,000 (life & TPD) and his income protection is only $4,000 per month.
    • Fiona's super insurance covers her for $260,000 (life & TPD) and her income protection is only $3,000 per month.


    Craig & Fiona's goals:

    • Both of them and want to get advice on these things (specifically):
    • plan to retire in 3-5 years
    • They want to be debt-free before retirement. Should they use their cash for this?
    • Craig is thinking of buying an investment property for yield, just before retirement.
    • Need to build an investment portfolio capable of helping them live sustainably, but don't know if their super fees and strategy are right.
    • Want to have cash to feel secure, so they want to maintain a decent buffer.
    • They'd rather be 'hands off' investors and leave it to the experts (funds, ETFs, etc.).
    • Don't need to leave anything to the kids.


    Here are the questions Drew & Jamie need to answer

    • How does the financial planning process work at Wattle Partners?
    • When you meet with Fiona & Craig, what are 3-5 questions you would ask first?
    • Insurance:
    • What are some factors Craig & Fiona need to consider? (assume they have no material prior medical conditions)
    • Should they drop their insurance?
    • Investment property:
    • Is Craig ok to think of residential property as a source of good yield?
    • What would be an alternative?
    • Investing:What goes into a risk profile? (generally)
    • What are some simple super strategies they could consider to boost their balance? (co-contribution, super guarantee limits, NCCs, etc.)
    • Should they put their super on a platform or go with an SMSF?
    • Should they build a portfolio outside super?
    • ETFs or funds?

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3872 no     ETF Securities NDIA ETF (ASX:NDIA) review https://www.rask.com.au/podcasts/australian-investor-podcast/ The ETFS NDIA ETF (ASX: NDIA) provides investors with exposure to the performance of shares of the largest companies listed on the Indian stock market, the Nifty 50, based on market capitalisation. This video, featuring Owen Rask from Rask & Best ETFs, profiles NDIA ETF with Kanish Chugh, part of the ETF Securities team. For more information on the NDIA ETF, get a free analyst review on Best ETFs: https://www.bestetfs.com.au/report/etf/ndia/ To access the PDS and learn more about ETF Securities, visit their website: https://www.etfsecurities.com.au/?utm_source=RASK Join Owen’s Rask Invest – $100 off Rask’s ASX research for Investors Podcast listeners* To get 6 months off on Owen and the Rask analyst team’s ASX research, join Rask Invest by clicking here. Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code “investpod”. Join today and access exclusive insights. Date recorded: September 2nd, 2021 Disclosure & sponsorship: At the time of writing, Owen does not have a financial interest in any of the securities or funds mentioned. ETF Securities is a sponsor of our other podcast series, The Australian Finance Podcast. They (ETF Securities) did not pay a fee to appear on this podcast. Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing is risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 11 Oct 2021 04:00:00 -0000 full 3 55 Rask The ETFs Nifty50 NDIA ETF (ASX:NDIA) provides investors with exposure to the Indian stock market, via the Nifty 50, based on market capitalisation. Owen Rask is joined by Kanish Chugh to review the NDIA ETF. The ETFS NDIA ETF (ASX: NDIA) provides investors with exposure to the performance of shares of the largest companies listed on the Indian stock market, the Nifty 50, based on market capitalisation. This video, featuring Owen Rask from Rask & Best ETFs, profiles NDIA ETF with Kanish Chugh, part of the ETF Securities team. For more information on the NDIA ETF, get a free analyst review on Best ETFs: https://www.bestetfs.com.au/report/etf/ndia/ To access the PDS and learn more about ETF Securities, visit their website: https://www.etfsecurities.com.au/?utm_source=RASK Join Owen’s Rask Invest – $100 off Rask’s ASX research for Investors Podcast listeners* To get 6 months off on Owen and the Rask analyst team’s ASX research, join Rask Invest by clicking here. Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code “investpod”. Join today and access exclusive insights. Date recorded: September 2nd, 2021 Disclosure & sponsorship: At the time of writing, Owen does not have a financial interest in any of the securities or funds mentioned. ETF Securities is a sponsor of our other podcast series, The Australian Finance Podcast. They (ETF Securities) did not pay a fee to appear on this podcast. Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing is risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices The ETFS NDIA ETF (ASX: NDIA) provides investors with exposure to the performance of shares of the largest companies listed on the Indian stock market, the Nifty 50, based on market capitalisation. This video, featuring Owen Rask from Rask & Best ETFs, profiles NDIA ETF with Kanish Chugh, part of the ETF Securities team.


    For more information on the NDIA ETF, get a free analyst review on Best ETFs:

    https://www.bestetfs.com.au/report/etf/ndia/


    To access the PDS and learn more about ETF Securities, visit their website:

    https://www.etfsecurities.com.au/?utm_source=RASK


    Join Owen’s Rask Invest – $100 off Rask’s ASX research for Investors Podcast listeners*


    To get 6 months off on Owen and the Rask analyst team’s ASX research, join Rask Invest by clicking here.

    Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code “investpod”. Join today and access exclusive insights.


    Date recorded: September 2nd, 2021


    Disclosure & sponsorship: At the time of writing, Owen does not have a financial interest in any of the securities or funds mentioned. ETF Securities is a sponsor of our other podcast series, The Australian Finance Podcast. They (ETF Securities) did not pay a fee to appear on this podcast.

    Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing is risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1533 no     Why EML Payments & TSLA stock could be cheap https://www.rask.com.au/podcasts/australian-investor-podcast/ We're going LIVE at 12pm (AEST) Friday for The Australian Investors Podcast, with 7investing's Dr Anirban Mahanti & Rask Founder Owen Rask discussing today's ASX news, including the EML Payments Ltd (ASX: EML) share price fall, Tesla Inc (NASDAQ: TSLA) deliveries, Australian house prices & how to get a job in investing. Rask YouTube channel: https://www.youtube.com/channel/UCvOPFdkhCBIK2Y5QbDtOZXA Join in the LIVE ASX share investing conversation on YouTube, directly with Owen Rask & Anirban Mahanti, to learn more about investing. @18:00 - Why did Anirban buy Tesla $TSLA stock? @34:00 - Inside EML Payments (ASX:EML) & the CBI fiasco @54:00 - 28% growth in Australian house prices? @58:00 - How do I get a job in the Australian investment industry? **Get notified when we go live, by subscribing to the Rask YouTube channel Say "G'DAY" to Owen: Twitters: https://www.twitter.com/owenrask Instagram: https://www.instagram.com/owenraskau/ Say "Howdy!" to Anirban on Twitter: https://twitter.com/7amahanti/ ➜ Dig in deeper with the show notes: https://www.rask.com.au/podcasts/australian-investor-podcast ➜ Score $100 off Owen's premium high conviction ASX & US share research service, Rask Invest: www.rask.com.au/aip-listener-discount ➜ Join 7Investing ($10 OFF!): https://www.7investing.com/subscribe ➜ 100% free investing courses: https://education.rask.com.au ➜ Join our kickass newsletter: https://www.rask.com.au/free-sign-up ➜ Our awesome FB community: https://www.facebook.com/groups/raskaustralia ➜ Hang with us on IG: https://www.instagram.com/raskaustralia ➜ Twitter for cool kids: https://twitter.com/RaskAustralia ➜ Tiktok for laughs: https://www.tiktok.com/@raskinvest *Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.* **DISCLAIMER**: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: October 8, 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices Sat, 09 Oct 2021 08:00:00 -0000 full 3 62 Rask 7investing's Dr Anirban Mahanti & Rask Founder Owen Rask discuss today's ASX news, including the EML Payments Ltd (ASX:EML) share price fall, Tesla Inc (NASDAQ:TSLA) deliveries & quarterly. We're going LIVE at 12pm (AEST) Friday for The Australian Investors Podcast, with 7investing's Dr Anirban Mahanti & Rask Founder Owen Rask discussing today's ASX news, including the EML Payments Ltd (ASX: EML) share price fall, Tesla Inc (NASDAQ: TSLA) deliveries, Australian house prices & how to get a job in investing. Rask YouTube channel: https://www.youtube.com/channel/UCvOPFdkhCBIK2Y5QbDtOZXA Join in the LIVE ASX share investing conversation on YouTube, directly with Owen Rask & Anirban Mahanti, to learn more about investing. @18:00 - Why did Anirban buy Tesla $TSLA stock? @34:00 - Inside EML Payments (ASX:EML) & the CBI fiasco @54:00 - 28% growth in Australian house prices? @58:00 - How do I get a job in the Australian investment industry? **Get notified when we go live, by subscribing to the Rask YouTube channel Say "G'DAY" to Owen: Twitters: https://www.twitter.com/owenrask Instagram: https://www.instagram.com/owenraskau/ Say "Howdy!" to Anirban on Twitter: https://twitter.com/7amahanti/ ➜ Dig in deeper with the show notes: https://www.rask.com.au/podcasts/australian-investor-podcast ➜ Score $100 off Owen's premium high conviction ASX & US share research service, Rask Invest: www.rask.com.au/aip-listener-discount ➜ Join 7Investing ($10 OFF!): https://www.7investing.com/subscribe ➜ 100% free investing courses: https://education.rask.com.au ➜ Join our kickass newsletter: https://www.rask.com.au/free-sign-up ➜ Our awesome FB community: https://www.facebook.com/groups/raskaustralia ➜ Hang with us on IG: https://www.instagram.com/raskaustralia ➜ Twitter for cool kids: https://twitter.com/RaskAustralia ➜ Tiktok for laughs: https://www.tiktok.com/@raskinvest *Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.* **DISCLAIMER**: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: October 8, 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices We're going LIVE at 12pm (AEST) Friday for The Australian Investors Podcast, with 7investing's Dr Anirban Mahanti & Rask Founder Owen Rask discussing today's ASX news, including the EML Payments Ltd (ASX: EML) share price fall, Tesla Inc (NASDAQ: TSLA) deliveries, Australian house prices & how to get a job in investing.


    Rask YouTube channel: https://www.youtube.com/channel/UCvOPFdkhCBIK2Y5QbDtOZXA


    Join in the LIVE ASX share investing conversation on YouTube, directly with Owen Rask & Anirban Mahanti, to learn more about investing.


    @18:00 - Why did Anirban buy Tesla $TSLA stock?

    @34:00 - Inside EML Payments (ASX:EML) & the CBI fiasco

    @54:00 - 28% growth in Australian house prices?

    @58:00 - How do I get a job in the Australian investment industry?


    **Get notified when we go live, by subscribing to the Rask YouTube channel


    Say "G'DAY" to Owen:

    Twitters: https://www.twitter.com/owenrask

    Instagram: https://www.instagram.com/owenraskau/


    Say "Howdy!" to Anirban on Twitter:

    https://twitter.com/7amahanti/


    ➜ Dig in deeper with the show notes: https://www.rask.com.au/podcasts/australian-investor-podcast


    ➜ Score $100 off Owen's premium high conviction ASX & US share research service, Rask Invest: www.rask.com.au/aip-listener-discount


    ➜ Join 7Investing ($10 OFF!): https://www.7investing.com/subscribe


    ➜ 100% free investing courses: https://education.rask.com.au


    ➜ Join our kickass newsletter: https://www.rask.com.au/free-sign-up


    ➜ Our awesome FB community: https://www.facebook.com/groups/raskaustralia


    ➜ Hang with us on IG: https://www.instagram.com/raskaustralia


    ➜ Twitter for cool kids: https://twitter.com/RaskAustralia


    ➜ Tiktok for laughs: https://www.tiktok.com/@raskinvest


    *Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.*


    **DISCLAIMER**: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: October 8, 2021

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4184 no     Being more creative, with Tania De Jong, AM https://www.rask.com.au/podcasts/australian-investor-podcast/ Tania De Jong AM joins Owen Rask on The Australian Investors Podcast to tell us how the power of song and creativity can transform our lives and organisations. In an age of mental health awareness and automation, creativity is becoming a more powerful force in helping us design our lives, teams and how we position ourselves for success. Tania De Jong is the co-founder of Mind Medicine Australia, two other charities and 6 businesses. Tania is also a soprano and professional entertainer. She graduated with a Bachelor of Laws (Honours) from Melbourne University, won a tennis scholarship to the USA (following in her family's footsteps) and was appointed a Member of the Order of Australia in 2008 for her contribution to Arts. Owen and Tania talk about the power of creativity, song, soft skills, automation, mental wellbeing, charity & giving, and modern forms of psychedelic medicine for treating mental health and psychological disorders, such as PTSD and depression. This Australian Investors Podcast may seem totally different to what you've come to expect from the Rask Investors Podcast channel, but it's filled with nuggets of timeless advice and optimism. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ➜ Dig in deeper with the show notes: https://www.rask.com.au/podcasts/australian-investor-podcast ➜ Score $100 off Owen's premium high conviction ASX & US share research service, Rask Invest: www.rask.com.au/aip-listener-discount ➜ 100% free investing courses: https://education.rask.com.au ➜ Join our kickass newsletter: https://www.rask.com.au/free-sign-up ➜ Our awesome FB community: https://www.facebook.com/groups/raskaustralia ➜ Hang with us on IG: https://www.instagram.com/raskaustralia ➜ Twitter for cool kids: https://twitter.com/RaskAustralia ➜ Tiktok for laughs: https://www.tiktok.com/@raskinvest Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: September 21st 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 05 Oct 2021 16:00:00 -0000 full 3 58 Rask Tania De Jong, AM, is an Australian entrepreneur, founder, soprano and former tennis athlete. She joins Owen Rask on The Australian Investors Podcast to tell us why it's important to harness our creativity. Tania De Jong AM joins Owen Rask on The Australian Investors Podcast to tell us how the power of song and creativity can transform our lives and organisations. In an age of mental health awareness and automation, creativity is becoming a more powerful force in helping us design our lives, teams and how we position ourselves for success. Tania De Jong is the co-founder of Mind Medicine Australia, two other charities and 6 businesses. Tania is also a soprano and professional entertainer. She graduated with a Bachelor of Laws (Honours) from Melbourne University, won a tennis scholarship to the USA (following in her family's footsteps) and was appointed a Member of the Order of Australia in 2008 for her contribution to Arts. Owen and Tania talk about the power of creativity, song, soft skills, automation, mental wellbeing, charity & giving, and modern forms of psychedelic medicine for treating mental health and psychological disorders, such as PTSD and depression. This Australian Investors Podcast may seem totally different to what you've come to expect from the Rask Investors Podcast channel, but it's filled with nuggets of timeless advice and optimism. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ➜ Dig in deeper with the show notes: https://www.rask.com.au/podcasts/australian-investor-podcast ➜ Score $100 off Owen's premium high conviction ASX & US share research service, Rask Invest: www.rask.com.au/aip-listener-discount ➜ 100% free investing courses: https://education.rask.com.au ➜ Join our kickass newsletter: https://www.rask.com.au/free-sign-up ➜ Our awesome FB community: https://www.facebook.com/groups/raskaustralia ➜ Hang with us on IG: https://www.instagram.com/raskaustralia ➜ Twitter for cool kids: https://twitter.com/RaskAustralia ➜ Tiktok for laughs: https://www.tiktok.com/@raskinvest Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: September 21st 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices Tania De Jong AM joins Owen Rask on The Australian Investors Podcast to tell us how the power of song and creativity can transform our lives and organisations.


    In an age of mental health awareness and automation, creativity is becoming a more powerful force in helping us design our lives, teams and how we position ourselves for success.


    Tania De Jong is the co-founder of Mind Medicine Australia, two other charities and 6 businesses.


    Tania is also a soprano and professional entertainer. She graduated with a Bachelor of Laws (Honours) from Melbourne University, won a tennis scholarship to the USA (following in her family's footsteps) and was appointed a Member of the Order of Australia in 2008 for her contribution to Arts.


    Owen and Tania talk about the power of creativity, song, soft skills, automation, mental wellbeing, charity & giving, and modern forms of psychedelic medicine for treating mental health and psychological disorders, such as PTSD and depression.


    This Australian Investors Podcast may seem totally different to what you've come to expect from the Rask Investors Podcast channel, but it's filled with nuggets of timeless advice and optimism.


    Watch the video version on the Rask Australia YouTube page.


    Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.


    Score $100 off Owen's high conviction ASX & US share research service, Rask Invest!


    If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    ➜ Dig in deeper with the show notes: https://www.rask.com.au/podcasts/australian-investor-podcast

    ➜ Score $100 off Owen's premium high conviction ASX & US share research service, Rask Invest: www.rask.com.au/aip-listener-discount

    ➜ 100% free investing courses: https://education.rask.com.au

    ➜ Join our kickass newsletter: https://www.rask.com.au/free-sign-up

    ➜ Our awesome FB community: https://www.facebook.com/groups/raskaustralia

    ➜ Hang with us on IG: https://www.instagram.com/raskaustralia

    ➜ Twitter for cool kids: https://twitter.com/RaskAustralia

    ➜ Tiktok for laughs: https://www.tiktok.com/@raskinvest


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: September 21st 2021


    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2511 no     ESTX: A passive approach to European stocks https://www.rask.com.au/podcasts/australian-investor-podcast/ The ETF Securities ESTX Europe ETF (ASX: ESTX) provides investors with exposure to 50 top European stocks. This video, featuring Owen Rask from Rask & Best ETFs, profiles with ESTX ETF with Kanish Chugh, part of the ETF Securities team. For more information on the ESTX ETF, get a free analyst review on Best ETFs: https://www.bestetfs.com.au/report/etf/estx/ To access the PDS & learn more about ETF Securities, visit their website: https://www.etfsecurities.com.au/?utm_source=RASK Join Owen’s Rask Invest – A $100 off Rask’s ASX research for Investors Podcast listeners* To get 6 months of Owen and the Rask analyst team’s ASX research, join Rask Invest by clicking here. Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code “investpod”. Join today and access exclusive insights. Date recorded: September 2nd, 2021 Disclosure & sponsorship: at the time of writing, Owen does not have a financial interest in any of the securities or funds mentioned. ETF Securities is a sponsor of our other podcast series, The Australian Finance Podcast. They (ETF Securities) did not pay a fee to appear on this podcast. Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 04 Oct 2021 04:00:00 -0000 full 3 56 Rask The ESTX ETF by ETF Securities is an ASX ETF that provides exposure to European stocks. Owen Rask is joined by Kanish Chugh to review the ESTX ETF. The ETF Securities ESTX Europe ETF (ASX: ESTX) provides investors with exposure to 50 top European stocks. This video, featuring Owen Rask from Rask & Best ETFs, profiles with ESTX ETF with Kanish Chugh, part of the ETF Securities team. For more information on the ESTX ETF, get a free analyst review on Best ETFs: https://www.bestetfs.com.au/report/etf/estx/ To access the PDS & learn more about ETF Securities, visit their website: https://www.etfsecurities.com.au/?utm_source=RASK Join Owen’s Rask Invest – A $100 off Rask’s ASX research for Investors Podcast listeners* To get 6 months of Owen and the Rask analyst team’s ASX research, join Rask Invest by clicking here. Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code “investpod”. Join today and access exclusive insights. Date recorded: September 2nd, 2021 Disclosure & sponsorship: at the time of writing, Owen does not have a financial interest in any of the securities or funds mentioned. ETF Securities is a sponsor of our other podcast series, The Australian Finance Podcast. They (ETF Securities) did not pay a fee to appear on this podcast. Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices The ETF Securities ESTX Europe ETF (ASX: ESTX) provides investors with exposure to 50 top European stocks.


    This video, featuring Owen Rask from Rask & Best ETFs, profiles with ESTX ETF with Kanish Chugh, part of the ETF Securities team.


    For more information on the ESTX ETF, get a free analyst review on Best ETFs: https://www.bestetfs.com.au/report/etf/estx/


    To access the PDS & learn more about ETF Securities, visit their website:

    https://www.etfsecurities.com.au/?utm_source=RASK


    Join Owen’s Rask Invest – A $100 off Rask’s ASX research for Investors Podcast listeners*


    To get 6 months of Owen and the Rask analyst team’s ASX research, join Rask Invest by clicking here.

    Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code “investpod”. Join today and access exclusive insights.


    Date recorded: September 2nd, 2021


    Disclosure & sponsorship: at the time of writing, Owen does not have a financial interest in any of the securities or funds mentioned. ETF Securities is a sponsor of our other podcast series, The Australian Finance Podcast. They (ETF Securities) did not pay a fee to appear on this podcast.

    Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1550 no     Finding the next Xero & Zoom's takeover https://www.rask.com.au/podcasts/australian-investor-podcast/ On this episode of The Australian Investors Podcast analyst Owen Rask and 7Investing adviser Dr Anirban Mahanti dive head first into Zoom's (NASDAQ: ZM) failed deal with Five9, Zip Co's (ASX: Z1P) partnership with Microsoft Edge and how companies like Xero Limited (ASX: XRO) emerge as massive multibaggers. Watch the LIVE podcast: https://youtu.be/vCXW23b9O2w This is a fantastic episode if you want to learn how to identify growth companies in fast-moving industries, like cybersecurity or cloud-computing. Anirban & Owen share their strategies for identifying these opportunities and provide excellent examples you can add to your watchlist. Companies mentioned in this podcast: Xero Limited (ASX: XRO) Apple Inc (NASDAQ:AAPL) Zoom Inc (NASDAQ: ZM) Five9 Inc (NASDAQ:FIVN) Vulcan Ltd (ASX: VUL) Zip Co Ltd (ASX: Z1P) Audinate Ltd (ASX:AD8), and Blackmores Ltd (ASX: BKL) Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Get Owen's stock research: Join Rask Invest! Got 5 minutes? If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Join 7Investing: https://7investing.com/subscribe?utm_source=RASK Get $10 off 7Investing when you join and use the "Rask" coupon code at checkout. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: October 1, 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 01 Oct 2021 23:28:00 -0000 full 3 57 Rask How to identify Gorilla stocks, Zoom's (NASDAQ: ZM) failed deal with Five9 (FIVN), Zip Co's (ASX: Z1P) partnership with Microsoft & how to use ROIC. On this episode of The Australian Investors Podcast analyst Owen Rask and 7Investing adviser Dr Anirban Mahanti dive head first into Zoom's (NASDAQ: ZM) failed deal with Five9, Zip Co's (ASX: Z1P) partnership with Microsoft Edge and how companies like Xero Limited (ASX: XRO) emerge as massive multibaggers. Watch the LIVE podcast: https://youtu.be/vCXW23b9O2w This is a fantastic episode if you want to learn how to identify growth companies in fast-moving industries, like cybersecurity or cloud-computing. Anirban & Owen share their strategies for identifying these opportunities and provide excellent examples you can add to your watchlist. Companies mentioned in this podcast: Xero Limited (ASX: XRO) Apple Inc (NASDAQ:AAPL) Zoom Inc (NASDAQ: ZM) Five9 Inc (NASDAQ:FIVN) Vulcan Ltd (ASX: VUL) Zip Co Ltd (ASX: Z1P) Audinate Ltd (ASX:AD8), and Blackmores Ltd (ASX: BKL) Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Get Owen's stock research: Join Rask Invest! Got 5 minutes? If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Join 7Investing: https://7investing.com/subscribe?utm_source=RASK Get $10 off 7Investing when you join and use the "Rask" coupon code at checkout. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: October 1, 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices On this episode of The Australian Investors Podcast analyst Owen Rask and 7Investing adviser Dr Anirban Mahanti dive head first into Zoom's (NASDAQ: ZM) failed deal with Five9, Zip Co's (ASX: Z1P) partnership with Microsoft Edge and how companies like Xero Limited (ASX: XRO) emerge as massive multibaggers.


    Watch the LIVE podcast: https://youtu.be/vCXW23b9O2w


    This is a fantastic episode if you want to learn how to identify growth companies in fast-moving industries, like cybersecurity or cloud-computing. Anirban & Owen share their strategies for identifying these opportunities and provide excellent examples you can add to your watchlist.


    Companies mentioned in this podcast:

    • Xero Limited (ASX: XRO)
    • Apple Inc (NASDAQ:AAPL)
    • Zoom Inc (NASDAQ: ZM)
    • Five9 Inc (NASDAQ:FIVN)
    • Vulcan Ltd (ASX: VUL)
    • Zip Co Ltd (ASX: Z1P)
    • Audinate Ltd (ASX:AD8), and
    • Blackmores Ltd (ASX: BKL)


    Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.


    Get Owen's stock research: Join Rask Invest!


    Got 5 minutes? If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


    Join 7Investing: https://7investing.com/subscribe?utm_source=RASK

    Get $10 off 7Investing when you join and use the "Rask" coupon code at checkout.


    Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


    Date recorded: October 1, 2021


    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3742 no     Not all olive oils are created equal ft. Rob McGavin https://www.rask.com.au/podcasts/australian-investor-podcast/ In this Australian Investors Podcast episode Owen talks with Rob McGavin, co-founder and Chairman of Cobram Estate Olives Ltd (ASX: CBO), Australia’s largest producer of olive oil and one of the world’s leading producers. You can watch this podcast on Rask’s YouTube Channel. Rob’s story is littered with examples that remind me to think and invest smarter. To persevere. And to focus on quality. After growing up on a farm and working in remote parts of Australia, Rob quickly transitioned to entrepreneurism, starting a vineyard, and later partnering with Paul to create what is now Australia’s biggest olive oil producer, Cobram Estate Olives. It also owns the popular Red Island brand in supermarkets. The company has fused a focus on science, education and culture to create an organisation that creates meaningful products that genuinely want to help people live happier and healthier lives. In this podcast we talk about Rob’s lessons learned from his father, almost going bust (a few times), building a team, agriculture & culture, the fluid industry dynamics for big olive oil producers, Europe versus Australia, and — perhaps most importantly — how to tell if you’re consuming the good stuff. One memorable quote, which came from Rob’s father, is “there's only one way to go broke - spend more than you earn.” To start, here’s Rob telling us how you can tell if you’re drinking great quality oil olive… Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 29 Sep 2021 05:00:00 -0000 full 3 51 Rask Rob McGavin, co-founder of Cobram Estate Olives Ltd (ASX: CBO), joins Owen Rask on Australian Investors Podcast to talk about olive oil production and the Cobram’s story. In this Australian Investors Podcast episode Owen talks with Rob McGavin, co-founder and Chairman of Cobram Estate Olives Ltd (ASX: CBO), Australia’s largest producer of olive oil and one of the world’s leading producers. You can watch this podcast on Rask’s YouTube Channel. Rob’s story is littered with examples that remind me to think and invest smarter. To persevere. And to focus on quality. After growing up on a farm and working in remote parts of Australia, Rob quickly transitioned to entrepreneurism, starting a vineyard, and later partnering with Paul to create what is now Australia’s biggest olive oil producer, Cobram Estate Olives. It also owns the popular Red Island brand in supermarkets. The company has fused a focus on science, education and culture to create an organisation that creates meaningful products that genuinely want to help people live happier and healthier lives. In this podcast we talk about Rob’s lessons learned from his father, almost going bust (a few times), building a team, agriculture & culture, the fluid industry dynamics for big olive oil producers, Europe versus Australia, and — perhaps most importantly — how to tell if you’re consuming the good stuff. One memorable quote, which came from Rob’s father, is “there's only one way to go broke - spend more than you earn.” To start, here’s Rob telling us how you can tell if you’re drinking great quality oil olive… Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast episode Owen talks with Rob McGavin, co-founder and Chairman of Cobram Estate Olives Ltd (ASX: CBO), Australia’s largest producer of olive oil and one of the world’s leading producers.


    You can watch this podcast on Rask’s YouTube Channel.


    Rob’s story is littered with examples that remind me to think and invest smarter. To persevere. And to focus on quality.


    After growing up on a farm and working in remote parts of Australia, Rob quickly transitioned to entrepreneurism, starting a vineyard, and later partnering with Paul to create what is now Australia’s biggest olive oil producer, Cobram Estate Olives.


    It also owns the popular Red Island brand in supermarkets. The company has fused a focus on science, education and culture to create an organisation that creates meaningful products that genuinely want to help people live happier and healthier lives.


    In this podcast we talk about Rob’s lessons learned from his father, almost going bust (a few times), building a team, agriculture & culture, the fluid industry dynamics for big olive oil producers, Europe versus Australia, and — perhaps most importantly — how to tell if you’re consuming the good stuff.


    One memorable quote, which came from Rob’s father, is “there's only one way to go broke - spend more than you earn.” To start, here’s Rob telling us how you can tell if you’re drinking great quality oil olive…

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3633 no     Live: The Evergrande collapse & is 25% in one stock too much? https://www.rask.com.au/podcasts/australian-investor-podcast/ Owen Rask and 7Investing’s Dr Anirban Mahanti are live again on The Australian Investors Podcast. View the livesteam: youtu.be/xWnVvNwsb-Q Topics discussed: Rising rates & how to protect your stock portfolio Facebook's new CTO Why Evergrande's crisis might not lead to a crash When to sell stocks & why Anirban is okay with 25% in one stock Anirban's golden rule for selling positions Owen's two rules for selling stocks Anirban's article on selling: https://7investing.com/articles/when-and-why-i-sell-stocks/ Get notified when we go live, by subscribing to the Rask YouTube channel: https://studio.youtube.com/channel/UCvOPFdkhCBIK2Y5QbDtOZXA If you like the show, say g’day to me (Owen) on... Twitter: https://www.twitter.com/owenrask Instagram: https://www.instagram.com/owenraskau/ Say g’day to Anirban: https://twitter.com/7amahanti/ Join 7investing and get $7 off for the first month - A “RASK” special Get $10 off when you join 7Investing (use coupon code “RASK”): http://bit.ly/rask-7investing If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout.Rask (our business) or Owen do not receive anything if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon. ****Join Owen’s Rask Invest - A $100 off Owen’s ASX research for Investors Podcast listeners***** Get $100 OFF a full 6 months of Owen and the Rask analyst team’s ASX research (use coupon code “investpod”), join Rask Invest: https://bit.ly/aip-discount Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code “investpod”. Information Warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia’s Financial Services Guide (FSG) available on our website, www.rask.com.au/fsg, to learn more about us, what we offer and our podcasts. Date of recording: September 24th, 2021. Disclosure: at the time of writing Owen, or any of the guests, appearing on the show may have a financial interest in the companies or products mentioned. Owen owns shares of Facebook. Never act on the information presented in this video. Always consider the risks, read the PDS (for funds or ETFs) and speak to a licensed financial adviser before acting. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 24 Sep 2021 21:00:00 -0000 full 3 54 Rask Is 25% too much for one stock? Owen & Anirban share their rules for selling positions and building portfolios, and will Evergrande trigger a collapse? Owen Rask and 7Investing’s Dr Anirban Mahanti are live again on The Australian Investors Podcast. View the livesteam: youtu.be/xWnVvNwsb-Q Topics discussed: Rising rates & how to protect your stock portfolio Facebook's new CTO Why Evergrande's crisis might not lead to a crash When to sell stocks & why Anirban is okay with 25% in one stock Anirban's golden rule for selling positions Owen's two rules for selling stocks Anirban's article on selling: https://7investing.com/articles/when-and-why-i-sell-stocks/ Get notified when we go live, by subscribing to the Rask YouTube channel: https://studio.youtube.com/channel/UCvOPFdkhCBIK2Y5QbDtOZXA If you like the show, say g’day to me (Owen) on... Twitter: https://www.twitter.com/owenrask Instagram: https://www.instagram.com/owenraskau/ Say g’day to Anirban: https://twitter.com/7amahanti/ Join 7investing and get $7 off for the first month - A “RASK” special Get $10 off when you join 7Investing (use coupon code “RASK”): http://bit.ly/rask-7investing If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout.Rask (our business) or Owen do not receive anything if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon. ****Join Owen’s Rask Invest - A $100 off Owen’s ASX research for Investors Podcast listeners***** Get $100 OFF a full 6 months of Owen and the Rask analyst team’s ASX research (use coupon code “investpod”), join Rask Invest: https://bit.ly/aip-discount Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code “investpod”. Information Warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia’s Financial Services Guide (FSG) available on our website, www.rask.com.au/fsg, to learn more about us, what we offer and our podcasts. Date of recording: September 24th, 2021. Disclosure: at the time of writing Owen, or any of the guests, appearing on the show may have a financial interest in the companies or products mentioned. Owen owns shares of Facebook. Never act on the information presented in this video. Always consider the risks, read the PDS (for funds or ETFs) and speak to a licensed financial adviser before acting. Learn more about your ad choices. Visit megaphone.fm/adchoices Owen Rask and 7Investing’s Dr Anirban Mahanti are live again on The Australian Investors Podcast.


    View the livesteam: youtu.be/xWnVvNwsb-Q


    Topics discussed:

    • Rising rates & how to protect your stock portfolio
    • Facebook's new CTO
    • Why Evergrande's crisis might not lead to a crash
    • When to sell stocks & why Anirban is okay with 25% in one stock
    • Anirban's golden rule for selling positions
    • Owen's two rules for selling stocks


    Anirban's article on selling: https://7investing.com/articles/when-and-why-i-sell-stocks/


    Get notified when we go live, by subscribing to the Rask YouTube channel:

    https://studio.youtube.com/channel/UCvOPFdkhCBIK2Y5QbDtOZXA


    If you like the show, say g’day to me (Owen) on...

    Twitter: https://www.twitter.com/owenrask

    Instagram: https://www.instagram.com/owenraskau/


    Say g’day to Anirban: https://twitter.com/7amahanti/


    Join 7investing and get $7 off for the first month - A “RASK” special


    Get $10 off when you join 7Investing (use coupon code “RASK”): http://bit.ly/rask-7investing


    If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout.Rask (our business) or Owen do not receive anything if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon.


    ****Join Owen’s Rask Invest - A $100 off Owen’s ASX research for Investors Podcast listeners*****


    Get $100 OFF a full 6 months of Owen and the Rask analyst team’s ASX research (use coupon code “investpod”), join Rask Invest:

    https://bit.ly/aip-discount


    Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code “investpod”.


    Information Warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia’s Financial Services Guide (FSG) available on our website, www.rask.com.au/fsg, to learn more about us, what we offer and our podcasts.


    Date of recording: September 24th, 2021.


    Disclosure: at the time of writing Owen, or any of the guests, appearing on the show may have a financial interest in the companies or products mentioned. Owen owns shares of Facebook. Never act on the information presented in this video. Always consider the risks, read the PDS (for funds or ETFs) and speak to a licensed financial adviser before acting.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3994 no     Investing in private companies: What it takes, ft. NAOS' Seb Evans https://www.rask.com.au/podcasts/australian-investor-podcast/ Owen Rask was recently joined by Sebastian Evans of NAOS Asset Management to talk about the opportunity on offer by investing in private companies. This is a fascinating conversation that covers: Why Sebastian wants to target private companies with $5m+ in revenue The universe of private companies (Note: in Seb's chosen universe, there are over 50,000 private businesses compared to less than 400 on the ASX) The risks of private company investing (there are lots) ESG factors when you do private company investing & how NAOS manages ESG concerns How to value and research private companies The legal & corporate governance side of private businesses (e.g. shareholders agreements, types of compliance steps, etc.) How to construct a portfolio of private businesses The filtering process and finding private companies to buy based on ATO data Resources: NAOS Private Opportunities Fund: https://www.naos.com.au/npof-naos-private-opportunities-fund/?utm_source=RASK Owen's 1st small-cap podcast with Seb: https://www.rask.com.au/2019/11/10/sebastian-evans/ Date of recording: September 22, 2021 Disclosure: please note that NAOS is the sponsor of this episode of the podcast and as such agreed to pay a fixed fee to Rask Group, set in advance and by a third party, to appear on this episode. This is a disclosure and not a recommendation of NAOS. Please read the PDS & speak to your financial adviser before acting on the information in this podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 23 Sep 2021 07:00:00 -0000 full 3 53 Rask Sebastian Evans of NAOS Asset Management joins Owen Rask on the Australian Investors Podcast to talk about investing in private companies/businesses in Australia. Owen Rask was recently joined by Sebastian Evans of NAOS Asset Management to talk about the opportunity on offer by investing in private companies. This is a fascinating conversation that covers: Why Sebastian wants to target private companies with $5m+ in revenue The universe of private companies (Note: in Seb's chosen universe, there are over 50,000 private businesses compared to less than 400 on the ASX) The risks of private company investing (there are lots) ESG factors when you do private company investing & how NAOS manages ESG concerns How to value and research private companies The legal & corporate governance side of private businesses (e.g. shareholders agreements, types of compliance steps, etc.) How to construct a portfolio of private businesses The filtering process and finding private companies to buy based on ATO data Resources: NAOS Private Opportunities Fund: https://www.naos.com.au/npof-naos-private-opportunities-fund/?utm_source=RASK Owen's 1st small-cap podcast with Seb: https://www.rask.com.au/2019/11/10/sebastian-evans/ Date of recording: September 22, 2021 Disclosure: please note that NAOS is the sponsor of this episode of the podcast and as such agreed to pay a fixed fee to Rask Group, set in advance and by a third party, to appear on this episode. This is a disclosure and not a recommendation of NAOS. Please read the PDS & speak to your financial adviser before acting on the information in this podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices Owen Rask was recently joined by Sebastian Evans of NAOS Asset Management to talk about the opportunity on offer by investing in private companies.


    This is a fascinating conversation that covers:

    • Why Sebastian wants to target private companies with $5m+ in revenue
    • The universe of private companies (Note: in Seb's chosen universe, there are over 50,000 private businesses compared to less than 400 on the ASX)
    • The risks of private company investing (there are lots)
    • ESG factors when you do private company investing & how NAOS manages ESG concerns
    • How to value and research private companies
    • The legal & corporate governance side of private businesses (e.g. shareholders agreements, types of compliance steps, etc.)
    • How to construct a portfolio of private businesses
    • The filtering process and finding private companies to buy based on ATO data

    Resources:

    NAOS Private Opportunities Fund: https://www.naos.com.au/npof-naos-private-opportunities-fund/?utm_source=RASK

    Owen's 1st small-cap podcast with Seb: https://www.rask.com.au/2019/11/10/sebastian-evans/


    Date of recording: September 22, 2021


    Disclosure: please note that NAOS is the sponsor of this episode of the podcast and as such agreed to pay a fixed fee to Rask Group, set in advance and by a third party, to appear on this episode. This is a disclosure and not a recommendation of NAOS. Please read the PDS & speak to your financial adviser before acting on the information in this podcast.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2580 no     The big problem(s) with shorting & 2 global stocks, ft. Charlie Aitken https://www.rask.com.au/podcasts/australian-investor-podcast/ This episode of The Australian Investors Podcast features Charlie Aitken, founder of Aitken Investment Management (AIM Funds). AIM is a global equities fund manager investing in high quality stocks from the USA and abroad. In this episode, Owen Rask & Charlie Aitken talk about: Charlie's big lessons learned from his father and running a fund Why shorting is hard and why Charlie dropped it to be long-only How Charlie has built a strong analyst team The big risks facing investors looking to Chinese stocks like Tencent & Alibaba (BABA) 2 global stocks to watch: Nike Inc (NYSE: NKE) and HEICO Corp (NYSE: HEI) This is a great episode for investors looking for an easy-listening discussion about high quality investing, shorting and those second-guessing their positions in China. Resources: AIM Funds website Email Charlie: CA@aimfunds.com.au View more episodes & access Owen’s research: https://bit.ly/raskresearch Join Owen’s Rask Invest – A $100 off Rask’s ASX research for Investors Podcast listeners* To get 6 months of Owen and the Rask analyst team’s ASX research, join Rask Invest by clicking here. Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code “investpod”. Join today and access exclusive insights. Date recorded: September 8th, 2021 Disclosure & sponsorship: at the time of writing, Owen does not have a financial interest in any of the securities or funds mentioned. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 22 Sep 2021 05:00:00 -0000 full 3 50 Rask Charlie Aitken is the founder of AIM Funds, a global fund manager based in Sydney. He joins Owen Rask on The Australian Investors Podcast to talk about why shorting doesn't work and share two stock ideas. This episode of The Australian Investors Podcast features Charlie Aitken, founder of Aitken Investment Management (AIM Funds). AIM is a global equities fund manager investing in high quality stocks from the USA and abroad. In this episode, Owen Rask & Charlie Aitken talk about: Charlie's big lessons learned from his father and running a fund Why shorting is hard and why Charlie dropped it to be long-only How Charlie has built a strong analyst team The big risks facing investors looking to Chinese stocks like Tencent & Alibaba (BABA) 2 global stocks to watch: Nike Inc (NYSE: NKE) and HEICO Corp (NYSE: HEI) This is a great episode for investors looking for an easy-listening discussion about high quality investing, shorting and those second-guessing their positions in China. Resources: AIM Funds website Email Charlie: CA@aimfunds.com.au View more episodes & access Owen’s research: https://bit.ly/raskresearch Join Owen’s Rask Invest – A $100 off Rask’s ASX research for Investors Podcast listeners* To get 6 months of Owen and the Rask analyst team’s ASX research, join Rask Invest by clicking here. Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code “investpod”. Join today and access exclusive insights. Date recorded: September 8th, 2021 Disclosure & sponsorship: at the time of writing, Owen does not have a financial interest in any of the securities or funds mentioned. Learn more about your ad choices. Visit megaphone.fm/adchoices This episode of The Australian Investors Podcast features Charlie Aitken, founder of Aitken Investment Management (AIM Funds).


    AIM is a global equities fund manager investing in high quality stocks from the USA and abroad.


    In this episode, Owen Rask & Charlie Aitken talk about:

    • Charlie's big lessons learned from his father and running a fund
    • Why shorting is hard and why Charlie dropped it to be long-only
    • How Charlie has built a strong analyst team
    • The big risks facing investors looking to Chinese stocks like Tencent & Alibaba (BABA)
    • 2 global stocks to watch: Nike Inc (NYSE: NKE) and HEICO Corp (NYSE: HEI)

    This is a great episode for investors looking for an easy-listening discussion about high quality investing, shorting and those second-guessing their positions in China.


    Resources:


    Join Owen’s Rask Invest – A $100 off Rask’s ASX research for Investors Podcast listeners*


    To get 6 months of Owen and the Rask analyst team’s ASX research, join Rask Invest by clicking here.


    Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code “investpod”. Join today and access exclusive insights.


    Date recorded: September 8th, 2021


    Disclosure & sponsorship: at the time of writing, Owen does not have a financial interest in any of the securities or funds mentioned.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2541 no     LIVE: 6 stock picking factors, the power of AAPL, IHR’s cap raising https://www.rask.com.au/podcasts/australian-investor-podcast/ ASX share market investing meets NASDAQ & NYSE stock investing in a collision of analyst share market insight with Rask’s founder Owen Raszkiewicz and 7Investing’s Dr Anirban Mahanti going live for The Australian Investors Podcast. Livesteam: https://youtu.be/l0SmJp3B-kw Topics discussed: 6 stock picking factors to use Apple’s product launches & the power of scale Chinese equities Join in the LIVE ASX share investing conversation on YouTube, directly with Owen Rask & Anirban Mahanti, to learn more about investing.Anirban’s BABA article: https://7investing.com/articles/the-china-tech-crackdown-is-it-a-buying-opportunity/ Get notified when we go live, by subscribing to the Rask YouTube channel: https://www.youtube.com/channel/UCvOP...If you like the show, say g’day to me (Owen) on Twitter or Insta: Twitter: https://www.twitter.com/owenrask Instagram: https://www.instagram.com/owenraskau/...Say g’day to Anirban: https://twitter.com/7amahanti/ Join 7investing and get $7 off for the first month - A “RASK” special Get $10 off when you join 7Investing (use coupon code “RASK”): http://bit.ly/rask-7investing If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout.Rask (our business) or Owen do not receive anything if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon. ****Join Owen’s Rask Invest - A $100 off Owen’s ASX research for Investors Podcast listeners***** Get $100 OFF a full 6 months of Owen and the Rask analyst team’s ASX research (use coupon code “investpod”), join Rask Invest: https://bit.ly/aip-discount](https://bit.ly/aip-discount Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code “investpod”. Information Warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia’s Financial Services Guide (FSG) available on our website, www.rask.com.au/fsg, to learn more about us, what we offer and our podcasts. Date of recording: September 17th, 2021. Disclosure: at the time of writing Owen, or any of the guests, appearing on the show may have a financial interest in the companies or products mentioned. Never act on the information presented in this video. Always consider the risks, read the PDS (for funds or ETFs) and speak to a licensed financial adviser before acting. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 17 Sep 2021 21:00:00 -0000 full 3 52 Rask ASX share market investing meets NASDAQ & NYSE stock investing in a collision of analyst share market insight with Rask’s founder Owen Raszkiewicz and 7Investing’s Dr Anirban Mahanti going live for The Australian Investors Podcast. ASX share market investing meets NASDAQ & NYSE stock investing in a collision of analyst share market insight with Rask’s founder Owen Raszkiewicz and 7Investing’s Dr Anirban Mahanti going live for The Australian Investors Podcast. Livesteam: https://youtu.be/l0SmJp3B-kw Topics discussed: 6 stock picking factors to use Apple’s product launches & the power of scale Chinese equities Join in the LIVE ASX share investing conversation on YouTube, directly with Owen Rask & Anirban Mahanti, to learn more about investing.Anirban’s BABA article: https://7investing.com/articles/the-china-tech-crackdown-is-it-a-buying-opportunity/ Get notified when we go live, by subscribing to the Rask YouTube channel: https://www.youtube.com/channel/UCvOP...If you like the show, say g’day to me (Owen) on Twitter or Insta: Twitter: https://www.twitter.com/owenrask Instagram: https://www.instagram.com/owenraskau/...Say g’day to Anirban: https://twitter.com/7amahanti/ Join 7investing and get $7 off for the first month - A “RASK” special Get $10 off when you join 7Investing (use coupon code “RASK”): http://bit.ly/rask-7investing If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout.Rask (our business) or Owen do not receive anything if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon. ****Join Owen’s Rask Invest - A $100 off Owen’s ASX research for Investors Podcast listeners***** Get $100 OFF a full 6 months of Owen and the Rask analyst team’s ASX research (use coupon code “investpod”), join Rask Invest: https://bit.ly/aip-discount](https://bit.ly/aip-discount Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code “investpod”. Information Warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia’s Financial Services Guide (FSG) available on our website, www.rask.com.au/fsg, to learn more about us, what we offer and our podcasts. Date of recording: September 17th, 2021. Disclosure: at the time of writing Owen, or any of the guests, appearing on the show may have a financial interest in the companies or products mentioned. Never act on the information presented in this video. Always consider the risks, read the PDS (for funds or ETFs) and speak to a licensed financial adviser before acting. Learn more about your ad choices. Visit megaphone.fm/adchoices ASX share market investing meets NASDAQ & NYSE stock investing in a collision of analyst share market insight with Rask’s founder Owen Raszkiewicz and 7Investing’s Dr Anirban Mahanti going live for The Australian Investors Podcast.


    Livesteam: https://youtu.be/l0SmJp3B-kw

    Topics discussed:

    • 6 stock picking factors to use
    • Apple’s product launches & the power of scale
    • Chinese equities


    Join in the LIVE ASX share investing conversation on YouTube, directly with Owen Rask & Anirban Mahanti, to learn more about investing.Anirban’s BABA article: https://7investing.com/articles/the-china-tech-crackdown-is-it-a-buying-opportunity/


    Get notified when we go live, by subscribing to the Rask YouTube channel:

    https://www.youtube.com/channel/UCvOP...If you like the show, say g’day to me (Owen) on Twitter or Insta:

    Twitter: https://www.twitter.com/owenrask

    Instagram: https://www.instagram.com/owenraskau/...Say g’day to Anirban: https://twitter.com/7amahanti/


    Join 7investing and get $7 off for the first month - A “RASK” special


    Get $10 off when you join 7Investing (use coupon code “RASK”): http://bit.ly/rask-7investing


    If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout.Rask (our business) or Owen do not receive anything if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon.


    ****Join Owen’s Rask Invest - A $100 off Owen’s ASX research for Investors Podcast listeners*****


    Get $100 OFF a full 6 months of Owen and the Rask analyst team’s ASX research (use coupon code “investpod”), join Rask Invest:

    https://bit.ly/aip-discount](https://bit.ly/aip-discount


    Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code “investpod”.


    Information Warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia’s Financial Services Guide (FSG) available on our website, www.rask.com.au/fsg, to learn more about us, what we offer and our podcasts.


    Date of recording: September 17th, 2021.


    Disclosure: at the time of writing Owen, or any of the guests, appearing on the show may have a financial interest in the companies or products mentioned. Never act on the information presented in this video. Always consider the risks, read the PDS (for funds or ETFs) and speak to a licensed financial adviser before acting.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3549 no     A field guide for income investing in property debt, ft. Qualitas' Andrew Schwartz https://www.rask.com.au/podcasts/australian-investor-podcast/ This episode of The Australian Investors Podcast features Andrew Schwartz, founder of Qualitas. Qualitas is a specialist private debt investment firm and property financier. How do the Qualitas funds work? Qualitas allows large-scale developers, investors and property-focused institutions get financing for their projects. For example, a 65% LVR loan for two years maturity. Qualitas then attracts investors, who contribute capital either into the wholesale funds or its listed trust (QRI), seeking reliable income in the form of distributions. The investors, like those who buy into QRI, benefit from the regular interest payments being 'passed through' the funds back to them. In this way, Qualitas' QRI isn't the type of managed fund that would be expected to achieve substantial year-on-year growth, but more-so an investment for income purposes. The Qualitas Real Estate Income Fund (ASX: QRI) is a retail-friendly version of its unlisted funds (which are wholesale investor only). QRI allows people with an ASX brokerage account to buy into a Listed Investment Trust (LIT) backed by these mortgages. QRI is designed to pay dividends every month. In this episode, Owen Rask & Andrew Schwartz talk about: Andrew's lessons learned from the '87 crash, early '90s recession & the GFC The ins-and-outs of alternative property lending in Australia, and why the opportunity is substantial How private debt funds work and why property developers choose Qualitas for their banking needs The ways Andrew and his team ensure they are lending to respected and reliable borrowers (i.e. risk reduction) The difference between mezzanine and senior debt inside the 'CRE capital stack' This is a great episode for investors looking to learn about property and alternative sources of income in a portfolio. Resources: Learn more about the Qualitas Real Estate Income Fund (ASX: QRI) Andrew's website: https://www.qualitas.com.au/ View more episodes & access Owen’s research: https://bit.ly/raskresearch Join Owen’s Rask Invest – A $100 off Rask’s ASX research for Investors Podcast listeners* To get 6 months of Owen and the Rask analyst team’s ASX research, join Rask Invest by clicking here. Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code “investpod”. Join today and access exclusive insights. Date recorded: September 8th, 2021 Disclosure & sponsorship: at the time of writing, Owen does not have a financial interest in any of the securities or funds mentioned. Andrew is the founder of Qualitas. The Rask Group Pty Ltd received a fixed fee, set in advance, for Qualitas to appear on this episode of the podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 15 Sep 2021 05:00:00 -0000 full 3 49 Rask Andrew Schwartz is the founder of Qualitas, a leading private debt provider in Australia. He joins Owen Rask on The Australian Investors Podcast. This episode of The Australian Investors Podcast features Andrew Schwartz, founder of Qualitas. Qualitas is a specialist private debt investment firm and property financier. How do the Qualitas funds work? Qualitas allows large-scale developers, investors and property-focused institutions get financing for their projects. For example, a 65% LVR loan for two years maturity. Qualitas then attracts investors, who contribute capital either into the wholesale funds or its listed trust (QRI), seeking reliable income in the form of distributions. The investors, like those who buy into QRI, benefit from the regular interest payments being 'passed through' the funds back to them. In this way, Qualitas' QRI isn't the type of managed fund that would be expected to achieve substantial year-on-year growth, but more-so an investment for income purposes. The Qualitas Real Estate Income Fund (ASX: QRI) is a retail-friendly version of its unlisted funds (which are wholesale investor only). QRI allows people with an ASX brokerage account to buy into a Listed Investment Trust (LIT) backed by these mortgages. QRI is designed to pay dividends every month. In this episode, Owen Rask & Andrew Schwartz talk about: Andrew's lessons learned from the '87 crash, early '90s recession & the GFC The ins-and-outs of alternative property lending in Australia, and why the opportunity is substantial How private debt funds work and why property developers choose Qualitas for their banking needs The ways Andrew and his team ensure they are lending to respected and reliable borrowers (i.e. risk reduction) The difference between mezzanine and senior debt inside the 'CRE capital stack' This is a great episode for investors looking to learn about property and alternative sources of income in a portfolio. Resources: Learn more about the Qualitas Real Estate Income Fund (ASX: QRI) Andrew's website: https://www.qualitas.com.au/ View more episodes & access Owen’s research: https://bit.ly/raskresearch Join Owen’s Rask Invest – A $100 off Rask’s ASX research for Investors Podcast listeners* To get 6 months of Owen and the Rask analyst team’s ASX research, join Rask Invest by clicking here. Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code “investpod”. Join today and access exclusive insights. Date recorded: September 8th, 2021 Disclosure & sponsorship: at the time of writing, Owen does not have a financial interest in any of the securities or funds mentioned. Andrew is the founder of Qualitas. The Rask Group Pty Ltd received a fixed fee, set in advance, for Qualitas to appear on this episode of the podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices This episode of The Australian Investors Podcast features Andrew Schwartz, founder of Qualitas.


    Qualitas is a specialist private debt investment firm and property financier.


    How do the Qualitas funds work?


    Qualitas allows large-scale developers, investors and property-focused institutions get financing for their projects. For example, a 65% LVR loan for two years maturity.


    Qualitas then attracts investors, who contribute capital either into the wholesale funds or its listed trust (QRI), seeking reliable income in the form of distributions. The investors, like those who buy into QRI, benefit from the regular interest payments being 'passed through' the funds back to them.


    In this way, Qualitas' QRI isn't the type of managed fund that would be expected to achieve substantial year-on-year growth, but more-so an investment for income purposes. The Qualitas Real Estate Income Fund (ASX: QRI) is a retail-friendly version of its unlisted funds (which are wholesale investor only). QRI allows people with an ASX brokerage account to buy into a Listed Investment Trust (LIT) backed by these mortgages. QRI is designed to pay dividends every month.


    In this episode, Owen Rask & Andrew Schwartz talk about:

    • Andrew's lessons learned from the '87 crash, early '90s recession & the GFC
    • The ins-and-outs of alternative property lending in Australia, and why the opportunity is substantial
    • How private debt funds work and why property developers choose Qualitas for their banking needs
    • The ways Andrew and his team ensure they are lending to respected and reliable borrowers (i.e. risk reduction)
    • The difference between mezzanine and senior debt inside the 'CRE capital stack'


    This is a great episode for investors looking to learn about property and alternative sources of income in a portfolio.

    Resources:


    Join Owen’s Rask Invest – A $100 off Rask’s ASX research for Investors Podcast listeners*

    To get 6 months of Owen and the Rask analyst team’s ASX research, join Rask Invest by clicking here.

    Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code “investpod”. Join today and access exclusive insights.


    Date recorded: September 8th, 2021


    Disclosure & sponsorship: at the time of writing, Owen does not have a financial interest in any of the securities or funds mentioned. Andrew is the founder of Qualitas. The Rask Group Pty Ltd received a fixed fee, set in advance, for Qualitas to appear on this episode of the podcast.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4559 no     5 top stocks, a2 Milk shares, an analyst job & some Q&A https://www.rask.com.au/podcasts/australian-investor-podcast/ On this episode of The Australian Investors Podcast analyst Owen Rask and 7Investing adviser Dr Anirban Mahanti share 5 of their favourite ASX & global stock reports, plus answer a listener question on a2 Milk Company Ltd (ASX: A2M). The 5 stocks covered in detail include: Redbubble Ltd (ASX: RBL) CrowdStrike (NASDAQ: CRWD) Salesforce.com (NYSE: CRM) MongoDB (NASDAQ: MDB) EML Payments (ASX: EML) Watch the video on the Rask Australia YouTube page: https://www.youtube.com/c/RaskFinance Join 7Investing: https://7investing.com/subscribe?utm_source=RASK If you like the show, say g'day to me on Twitter (@owenrask) or Instagram (@owenraskau). I'd like to get your suggestions for future episodes. Join 7investing and get $7 off for the first month - A “RASK” special* If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout. Rask (our business) or Owen do not receive anything if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon. To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners* To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights. Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Date of recording: September 8th, 2021 Disclosure: at the time of writing Owen owns shares of Apple, EML Payments, Salesforce & Redbubble. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 10 Sep 2021 21:00:00 -0000 full 3 48 Rask On this episode of The Australian Investors Podcast analyst Owen Rask and 7Investing adviser Dr Anirban Mahanti share their top 5 stock reports from recent times and provide their thoughts on a2 Milk Company Ltd's (ASX:A2M) results. On this episode of The Australian Investors Podcast analyst Owen Rask and 7Investing adviser Dr Anirban Mahanti share 5 of their favourite ASX & global stock reports, plus answer a listener question on a2 Milk Company Ltd (ASX: A2M). The 5 stocks covered in detail include: Redbubble Ltd (ASX: RBL) CrowdStrike (NASDAQ: CRWD) Salesforce.com (NYSE: CRM) MongoDB (NASDAQ: MDB) EML Payments (ASX: EML) Watch the video on the Rask Australia YouTube page: https://www.youtube.com/c/RaskFinance Join 7Investing: https://7investing.com/subscribe?utm_source=RASK If you like the show, say g'day to me on Twitter (@owenrask) or Instagram (@owenraskau). I'd like to get your suggestions for future episodes. Join 7investing and get $7 off for the first month - A “RASK” special* If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout. Rask (our business) or Owen do not receive anything if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon. To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners* To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights. Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Date of recording: September 8th, 2021 Disclosure: at the time of writing Owen owns shares of Apple, EML Payments, Salesforce & Redbubble. Learn more about your ad choices. Visit megaphone.fm/adchoices On this episode of The Australian Investors Podcast analyst Owen Rask and 7Investing adviser Dr Anirban Mahanti share 5 of their favourite ASX & global stock reports, plus answer a listener question on a2 Milk Company Ltd (ASX: A2M). The 5 stocks covered in detail include:


    1. Redbubble Ltd (ASX: RBL)
    2. CrowdStrike (NASDAQ: CRWD)
    3. Salesforce.com (NYSE: CRM)
    4. MongoDB (NASDAQ: MDB)
    5. EML Payments (ASX: EML)


    Watch the video on the Rask Australia YouTube page: https://www.youtube.com/c/RaskFinance


    Join 7Investing: https://7investing.com/subscribe?utm_source=RASK


    If you like the show, say g'day to me on Twitter (@owenrask) or Instagram (@owenraskau). I'd like to get your suggestions for future episodes.


    Join 7investing and get $7 off for the first month - A “RASK” special*


    If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout.

    Rask (our business) or Owen do not receive anything if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon.


    To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing


    Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners*


    To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount

    Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights.


    Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts.


    Date of recording: September 8th, 2021


    Disclosure: at the time of writing Owen owns shares of Apple, EML Payments, Salesforce & Redbubble.


    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3940 no     Behavioural investing, ft. Daniel Crosby, Phd | The Behavioural Investor https://www.rask.com.au/podcasts/australian-investor-podcast/ This is another special episode of The Australian Investors Podcast, featuring Kate Campbell and Owen Rask interview psychologist, Dr Daniel Crosby. The trio discuss the ways your emotions can impact your financial decisions and the reasons why more people don't achieve their investment goals. Daniel is a psychologist, podcast host, author, academic and behavioural finance expert who helps us understand the intersection our mind and the financial decisions we make. Plus, Daniel shares plenty of great resources throughout the show, so be sure to check out the show notes to dive in deeper! Episode transcript now available via the show notes page. Score $100 off our premium ASX & US share research service, Rask Invest! DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 08 Sep 2021 05:00:00 -0000 full 3 46 Rask This is another special episode of The Australian Investors Podcast, featuring Kate Campbell and Owen Rask interview psychologist, Dr Daniel Crosby. The trio discuss the ways your emotions can impact your financial decisions and the reasons why more people don't achieve their investment goals. This is another special episode of The Australian Investors Podcast, featuring Kate Campbell and Owen Rask interview psychologist, Dr Daniel Crosby. The trio discuss the ways your emotions can impact your financial decisions and the reasons why more people don't achieve their investment goals. Daniel is a psychologist, podcast host, author, academic and behavioural finance expert who helps us understand the intersection our mind and the financial decisions we make. Plus, Daniel shares plenty of great resources throughout the show, so be sure to check out the show notes to dive in deeper! Episode transcript now available via the show notes page. Score $100 off our premium ASX & US share research service, Rask Invest! DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices This is another special episode of The Australian Investors Podcast, featuring Kate Campbell and Owen Rask interview psychologist, Dr Daniel Crosby.


    The trio discuss the ways your emotions can impact your financial decisions and the reasons why more people don't achieve their investment goals.


    Daniel is a psychologist, podcast host, author, academic and behavioural finance expert who helps us understand the intersection our mind and the financial decisions we make.


    Plus, Daniel shares plenty of great resources throughout the show, so be sure to check out the show notes to dive in deeper!


    Episode transcript now available via the show notes page.


    Score $100 off our premium ASX & US share research service, Rask Invest!


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2842 no     Results from Altium (ALU), Zoom (ZM), Pointerra, Unity (U) & more https://www.rask.com.au/podcasts/australian-investor-podcast/ On this episode of The Australian Investors Podcast analyst Owen Rask and 7Investing adviser Dr Anirban Mahanti offer a primer and coverage of ASX & global stock reports, plus listener questions, including: Altium Ltd (ASX: ALU) Zoom Inc (NASDAQ: ZM) Jumbo Interactive Ltd (ASX: JIN) & how to calculate its free cash flow CrowdStrike (NASDAQ: CRWD) Pointerra Ltd (ASX: 3DP) StoneCo Ltd (NASDAQ: STNE) Unity Inc (NYSE: U) Special update: This week, Owen shares his screen to make a $2,500 donation to The Life You Can Save, the charity research organisation founded by Professor Peter Singer, a former guest on the Australian Investors Podcast. DONATE NOTE: http://thelifeyoucansave.org/ Watch the video on the Rask Australia YouTube page: https://www.youtube.com/c/RaskFinance Anirban's free report: https://7investing.com/free-special-report/ Join 7Investing: https://7investing.com/subscribe?utm_source=RASK If you like the show, say g'day to me on Twitter (@owenrask) or Instagram (@owenraskau). I'd like to get your suggestions for future episodes. Join 7investing and get $7 off for the first month - A “RASK” special* If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout. Rask (our business) or Owen do not receive anything if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon. To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners* To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights. Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Date of recording: August 26th, 2021 Disclosure: at the time of writing Owen owns shares of Apple, Altium & Alphabet/Google. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 03 Sep 2021 21:00:00 -0000 full 3 47 Rask On this episode of The Australian Investors Podcast analyst Owen Rask and 7Investing adviser Dr Anirban Mahanti cover results from Altium Ltd (ASX:ALU), Zoom Inc (NASDAQ:ZM), Pointerra (ASX:3DP) and lots more! On this episode of The Australian Investors Podcast analyst Owen Rask and 7Investing adviser Dr Anirban Mahanti offer a primer and coverage of ASX & global stock reports, plus listener questions, including: Altium Ltd (ASX: ALU) Zoom Inc (NASDAQ: ZM) Jumbo Interactive Ltd (ASX: JIN) & how to calculate its free cash flow CrowdStrike (NASDAQ: CRWD) Pointerra Ltd (ASX: 3DP) StoneCo Ltd (NASDAQ: STNE) Unity Inc (NYSE: U) Special update: This week, Owen shares his screen to make a $2,500 donation to The Life You Can Save, the charity research organisation founded by Professor Peter Singer, a former guest on the Australian Investors Podcast. DONATE NOTE: http://thelifeyoucansave.org/ Watch the video on the Rask Australia YouTube page: https://www.youtube.com/c/RaskFinance Anirban's free report: https://7investing.com/free-special-report/ Join 7Investing: https://7investing.com/subscribe?utm_source=RASK If you like the show, say g'day to me on Twitter (@owenrask) or Instagram (@owenraskau). I'd like to get your suggestions for future episodes. Join 7investing and get $7 off for the first month - A “RASK” special* If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout. Rask (our business) or Owen do not receive anything if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon. To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners* To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights. Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Date of recording: August 26th, 2021 Disclosure: at the time of writing Owen owns shares of Apple, Altium & Alphabet/Google. Learn more about your ad choices. Visit megaphone.fm/adchoices On this episode of The Australian Investors Podcast analyst Owen Rask and 7Investing adviser Dr Anirban Mahanti offer a primer and coverage of ASX & global stock reports, plus listener questions, including:

    • Altium Ltd (ASX: ALU)
    • Zoom Inc (NASDAQ: ZM)
    • Jumbo Interactive Ltd (ASX: JIN) & how to calculate its free cash flow
    • CrowdStrike (NASDAQ: CRWD)
    • Pointerra Ltd (ASX: 3DP)
    • StoneCo Ltd (NASDAQ: STNE)
    • Unity Inc (NYSE: U)


    Special update: This week, Owen shares his screen to make a $2,500 donation to The Life You Can Save, the charity research organisation founded by Professor Peter Singer, a former guest on the Australian Investors Podcast.


    DONATE NOTE: http://thelifeyoucansave.org/


    Watch the video on the Rask Australia YouTube page: https://www.youtube.com/c/RaskFinance

    Anirban's free report: https://7investing.com/free-special-report/


    Join 7Investing: https://7investing.com/subscribe?utm_source=RASK


    If you like the show, say g'day to me on Twitter (@owenrask) or Instagram (@owenraskau). I'd like to get your suggestions for future episodes.


    Join 7investing and get $7 off for the first month - A “RASK” special*


    If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout.


    Rask (our business) or Owen do not receive anything if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon.


    To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing


    Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners*


    To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount


    Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights.

    Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts.


    Date of recording: August 26th, 2021


    Disclosure: at the time of writing Owen owns shares of Apple, Altium & Alphabet/Google.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4000 no     Morgan Housel interview: Wealth is Invisible | The Psychology of Money https://www.rask.com.au/podcasts/australian-investor-podcast/ In this very special Australian Investors Podcast Owen (& Kate) talk to Morgan Housel, author of The Psychology of Money and partner at Collaborative Fund. Morgan Housel is a brilliant investment and personal finance writer. In Owen's opinion, he's one of — if not 'the' — world's best investment writer. So, naturally, we were stoked when we found Morgan's interview with Kate and Owen in our archives and discovered it was actually recorded in the full video! Originally recorded in February 2021, this podcast with Morgan Housel is well worth the replay. And his book, The Psychology of Money, is a game-changing resource for anyone new to investing and money. “Money has many ironies. Here’s an important one: Wealth is what you don’t see.” - Morgan Housel, The Psychology of Money What we talk to Morgan Housel about: Kate and Owen chat to Morgan about his reflections on writing and reading widely, the important behaviours we should work on to improve our odds of financial success and the most powerful thing money can do for you. Owen also asks Morgan for the tips and tricks that make his writing so relatable for every audience. Get the full show notes: https://www.rask.com.au/2021/02/08/ep-92-morgan-housel-interview-the-psychology-of-money/ Recorded: February 2021 Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners* To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights. Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 01 Sep 2021 05:00:00 -0000 full 3 45 Rask In this very special Australian Investors Podcast Owen (& Kate) talk to Morgan Housel, author of The Psychology of Money and partner at Collaborative Fund. In this very special Australian Investors Podcast Owen (& Kate) talk to Morgan Housel, author of The Psychology of Money and partner at Collaborative Fund. Morgan Housel is a brilliant investment and personal finance writer. In Owen's opinion, he's one of — if not 'the' — world's best investment writer. So, naturally, we were stoked when we found Morgan's interview with Kate and Owen in our archives and discovered it was actually recorded in the full video! Originally recorded in February 2021, this podcast with Morgan Housel is well worth the replay. And his book, The Psychology of Money, is a game-changing resource for anyone new to investing and money. “Money has many ironies. Here’s an important one: Wealth is what you don’t see.” - Morgan Housel, The Psychology of Money What we talk to Morgan Housel about: Kate and Owen chat to Morgan about his reflections on writing and reading widely, the important behaviours we should work on to improve our odds of financial success and the most powerful thing money can do for you. Owen also asks Morgan for the tips and tricks that make his writing so relatable for every audience. Get the full show notes: https://www.rask.com.au/2021/02/08/ep-92-morgan-housel-interview-the-psychology-of-money/ Recorded: February 2021 Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners* To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights. Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices In this very special Australian Investors Podcast Owen (& Kate) talk to Morgan Housel, author of The Psychology of Money and partner at Collaborative Fund.


    Morgan Housel is a brilliant investment and personal finance writer. In Owen's opinion, he's one of — if not 'the' — world's best investment writer. So, naturally, we were stoked when we found Morgan's interview with Kate and Owen in our archives and discovered it was actually recorded in the full video!


    Originally recorded in February 2021, this podcast with Morgan Housel is well worth the replay.


    And his book, The Psychology of Money, is a game-changing resource for anyone new to investing and money.


    “Money has many ironies. Here’s an important one: Wealth is what you don’t see.” - Morgan Housel, The Psychology of Money


    What we talk to Morgan Housel about:


    Kate and Owen chat to Morgan about his reflections on writing and reading widely, the important behaviours we should work on to improve our odds of financial success and the most powerful thing money can do for you.


    Owen also asks Morgan for the tips and tricks that make his writing so relatable for every audience.

    Get the full show notes:


    https://www.rask.com.au/2021/02/08/ep-92-morgan-housel-interview-the-psychology-of-money/


    Recorded: February 2021


    Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners*


    To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount


    Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights.


    Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts.


    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2663 no     Rapid-fire results coverage: WiseTech, Afterpay, Snowflake, Bigtincan, Nanosonics & More! https://www.rask.com.au/podcasts/australian-investor-podcast/ On this episode of The Australian Investors Podcast analyst Owen Rask and 7Investing adviser Dr Anirban Mahanti conduct a rapid-fire of ASX & global stock reports, including: Nitro Software (ASX: NTO) -- Anirban - report score: B+ WiseTech (ASX: WTC) — Owen - report score: B+ Snowflake Inc (NYSE: SNOW) -- Anirban - report score: A Salesforce.com (NYSE: CRM) -- Owen & Anirban? - report score: A FineOS (ASX: FCL) -- Anirban - report score: B+ Afterpay Ltd (ASX: APT) — Owen - report score: B+ Bigtincan (ASX: BTH) -- Anirban -- acquisition award: Merit Award Nanosonics (ASX: NAN) — Owen -- report score: A Owen shares his screen in today's podcast, and takes you through a live Discounted Cash Flow (DCF) on air! ~~~ Get Anirban's free report: https://7investing.com/free-special-report/ ~~~ Rask Australia YouTube: https://www.youtube.com/c/RaskFinance If you like the show, say g'day to me on Twitter (@owenrask) or Instagram (@owenraskau). I'd like to get your suggestions for future episodes. Join 7investing and get $7 off for the first month - A “RASK” special* If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout. Rask (our business) or Owen do not receive anything if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon. To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners* To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights. Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Date of recording: August 26th, 2021 Disclosure: at the time of writing Owen owns shares of Apple and Okta. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 27 Aug 2021 21:00:00 -0000 full 3 44 Rask On this episode of The Australian Investors Podcast analyst Owen Rask and 7Investing adviser Dr Anirban Mahanti conduct rapid-fire coverage of ASX & global stock reports, including Snowflake (NYSE:SNOW), Nitro Software (ASX:NTO), Nanosonics Ltd (ASX:NAN) and WiseTech Global (ASX:WTC). On this episode of The Australian Investors Podcast analyst Owen Rask and 7Investing adviser Dr Anirban Mahanti conduct a rapid-fire of ASX & global stock reports, including: Nitro Software (ASX: NTO) -- Anirban - report score: B+ WiseTech (ASX: WTC) — Owen - report score: B+ Snowflake Inc (NYSE: SNOW) -- Anirban - report score: A Salesforce.com (NYSE: CRM) -- Owen & Anirban? - report score: A FineOS (ASX: FCL) -- Anirban - report score: B+ Afterpay Ltd (ASX: APT) — Owen - report score: B+ Bigtincan (ASX: BTH) -- Anirban -- acquisition award: Merit Award Nanosonics (ASX: NAN) — Owen -- report score: A Owen shares his screen in today's podcast, and takes you through a live Discounted Cash Flow (DCF) on air! ~~~ Get Anirban's free report: https://7investing.com/free-special-report/ ~~~ Rask Australia YouTube: https://www.youtube.com/c/RaskFinance If you like the show, say g'day to me on Twitter (@owenrask) or Instagram (@owenraskau). I'd like to get your suggestions for future episodes. Join 7investing and get $7 off for the first month - A “RASK” special* If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout. Rask (our business) or Owen do not receive anything if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon. To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners* To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights. Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Date of recording: August 26th, 2021 Disclosure: at the time of writing Owen owns shares of Apple and Okta. Learn more about your ad choices. Visit megaphone.fm/adchoices On this episode of The Australian Investors Podcast analyst Owen Rask and 7Investing adviser Dr Anirban Mahanti conduct a rapid-fire of ASX & global stock reports, including:

    • Nitro Software (ASX: NTO) -- Anirban - report score: B+
    • WiseTech (ASX: WTC) — Owen - report score: B+
    • Snowflake Inc (NYSE: SNOW) -- Anirban - report score: A
    • Salesforce.com (NYSE: CRM) -- Owen & Anirban? - report score: A
    • FineOS (ASX: FCL) -- Anirban - report score: B+
    • Afterpay Ltd (ASX: APT) — Owen - report score: B+
    • Bigtincan (ASX: BTH) -- Anirban -- acquisition award: Merit Award
    • Nanosonics (ASX: NAN) — Owen -- report score: A


    Owen shares his screen in today's podcast, and takes you through a live Discounted Cash Flow (DCF) on air!


    ~~~ Get Anirban's free report: https://7investing.com/free-special-report/ ~~~


    Rask Australia YouTube: https://www.youtube.com/c/RaskFinance


    If you like the show, say g'day to me on Twitter (@owenrask) or Instagram (@owenraskau). I'd like to get your suggestions for future episodes.


    Join 7investing and get $7 off for the first month - A “RASK” special*


    If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout.

    Rask (our business) or Owen do not receive anything if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon.


    To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing


    Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners*


    To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount

    Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights.


    Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts.


    Date of recording: August 26th, 2021


    Disclosure: at the time of writing Owen owns shares of Apple and Okta.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3862 no     Making share investing simple, Ft. Danielle Ecuyer https://www.rask.com.au/podcasts/australian-investor-podcast/ In this episode of The Australian Investors Podcast Owen Rask talks with Danielle Ecuyer, author of the popular investing books Shareplicity. Dani is a former research analyst turn private investor, parent and two-time author of Shareplicity. In this podcast, Dani and Owen cover: Dani's story in the 80s and 90s stockbroking community of Sydney, London and Asia Dani's best ever investment (as well as her worst) Why some companies stand the test of time Dani's checklist for investing in growth companies The future of ETF investing, and The advice she is giving her son Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 25 Aug 2021 05:00:00 -0000 full 3 42 Rask Shareplicity's Danielle Ecuyer joins Owen Rask on The Australian Investors Podcast to talk about share market investors, US stock investing, and how to get started investing privately, for the long run. In this episode of The Australian Investors Podcast Owen Rask talks with Danielle Ecuyer, author of the popular investing books Shareplicity. Dani is a former research analyst turn private investor, parent and two-time author of Shareplicity. In this podcast, Dani and Owen cover: Dani's story in the 80s and 90s stockbroking community of Sydney, London and Asia Dani's best ever investment (as well as her worst) Why some companies stand the test of time Dani's checklist for investing in growth companies The future of ETF investing, and The advice she is giving her son Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of The Australian Investors Podcast Owen Rask talks with Danielle Ecuyer, author of the popular investing books Shareplicity.


    Dani is a former research analyst turn private investor, parent and two-time author of Shareplicity. In this podcast, Dani and Owen cover:

    • Dani's story in the 80s and 90s stockbroking community of Sydney, London and Asia
    • Dani's best ever investment (as well as her worst)
    • Why some companies stand the test of time
    • Dani's checklist for investing in growth companies
    • The future of ETF investing, and
    • The advice she is giving her son

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4001 no     ASX results: PME, RBL, NEA, NWL, CSL & 2 stocks to watch https://www.rask.com.au/podcasts/australian-investor-podcast/ On The Australian Investors Podcast, watch or listen along as analyst Owen Rask and 7Investing adviser Dr Anirban Mahanti dive into ASX reports from Redbubble Ltd (ASX: RBL), CSL Limited (ASX: CSL), Pro Medicus Ltd (ASX: PME), Netwealth Ltd (ASX: NWL) and Nearmap Ltd (ASX: NEA). Owen & Anirban also share two stocks for your watchlist, AVA Global Ltd (ASX: AVA) and Upstart Inc (NASDA Rask Australia YouTube: https://www.youtube.com/c/RaskFinance If you like the show, say g'day to me on Twitter (@owenrask) or Instagram (@owenraskau). I'd like to get your suggestions for future episodes. Join 7investing and get $7 off for the first month - A “RASK” special* If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout. Rask (our business) or Owen do not receive anything if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon. To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners* To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights. Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Date of recording: August 19th, 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 20 Aug 2021 21:00:00 -0000 full 3 43 Rask On The Australian Investors Podcast, watch or listen along as analyst Owen Rask and 7Investing's Dr Anirban Mahanti dive into results from Pro Medicus (ASX:PME), Redbubble Ltd (ASX:RBL), CSL Limited (ASX:CSL) and more. On The Australian Investors Podcast, watch or listen along as analyst Owen Rask and 7Investing adviser Dr Anirban Mahanti dive into ASX reports from Redbubble Ltd (ASX: RBL), CSL Limited (ASX: CSL), Pro Medicus Ltd (ASX: PME), Netwealth Ltd (ASX: NWL) and Nearmap Ltd (ASX: NEA). Owen & Anirban also share two stocks for your watchlist, AVA Global Ltd (ASX: AVA) and Upstart Inc (NASDA Rask Australia YouTube: https://www.youtube.com/c/RaskFinance If you like the show, say g'day to me on Twitter (@owenrask) or Instagram (@owenraskau). I'd like to get your suggestions for future episodes. Join 7investing and get $7 off for the first month - A “RASK” special* If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout. Rask (our business) or Owen do not receive anything if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon. To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners* To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights. Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Date of recording: August 19th, 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices On The Australian Investors Podcast, watch or listen along as analyst Owen Rask and 7Investing adviser Dr Anirban Mahanti dive into ASX reports from Redbubble Ltd (ASX: RBL), CSL Limited (ASX: CSL), Pro Medicus Ltd (ASX: PME), Netwealth Ltd (ASX: NWL) and Nearmap Ltd (ASX: NEA).


    Owen & Anirban also share two stocks for your watchlist, AVA Global Ltd (ASX: AVA) and Upstart Inc (NASDA

    Rask Australia YouTube: https://www.youtube.com/c/RaskFinance


    If you like the show, say g'day to me on Twitter (@owenrask) or Instagram (@owenraskau). I'd like to get your suggestions for future episodes.


    Join 7investing and get $7 off for the first month - A “RASK” special*


    If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout.

    Rask (our business) or Owen do not receive anything if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon.


    To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing


    Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners*


    To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount

    Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights.


    Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts.


    Date of recording: August 19th, 2021


    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4939 no     Scott Phillips | Investing in brand https://bit.ly/aipod2021 In this episode, I’m joined by Scott Phillips. You may know Scott as the Chief Investment Officer for The Motley Fool Australia. This podcast was recorded in both audio and video form, so you can watch it on the Rask YouTube page. Scott is one of Australia’s leading voices on investing, but also personal finances and shareholder advocacy. Closer to home, Scott has been instrumental in my development. During my time with The Motley Fool Australia I was privileged to be mentored by Scott and see him develop his own craft up close. It might seem odd for me, and Scott, to do a podcast together given he runs the Motley Fool Money podcast, which sits in iTunes alongside some of Rask’s shows. And because The Motley Fool is a competitor. However, I think Scott’s generosity and willingness to come on the program shows his true character. An honest, humble, straight shooter. In this episode, we talk about Scott’s journey to becoming an investor. His passion started early. He would request annual reports in the mail and crunch his own ratios. We talk about Scott’s true passions, his lessons learned and more. I hope you enjoy this episode with Scott Phillps, Chief Investment Officer of The Motley Fool Australia. In this episode, I’m joined by Scott Phillips. You may know Scott as the Chief Investment Officer for The Motley Fool Australia. This podcast was recorded in both audio and video form, so you can watch it on the Rask YouTube page. Scott is one of Australia’s leading voices on investing, but also personal finances and shareholder advocacy. Closer to home, Scott has been instrumental in my development. During my time with The Motley Fool Australia I was privileged to be mentored by Scott and see him develop his own craft up close. It might seem odd for me, and Scott, to do a podcast together given he runs the Motley Fool Money podcast, which sits in iTunes alongside some of Rask’s shows. And because The Motley Fool is a competitor. However, I think Scott’s generosity and willingness to come on the program shows his true character. An honest, humble, straight shooter. In this episode, we talk about Scott’s journey to becoming an investor. His passion started early. He would request annual reports in the mail and crunch his own ratios. We talk about Scott’s true passions, his lessons learned and more. I hope you enjoy this episode with Scott Phillps, Chief Investment Officer of The Motley Fool Australia. ***Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners*** To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights. Date recorded: July 14th, 2021 Motley Fool website: https://www.fool.com.au Disclosure & Disclaimer: at the time of recording, Owen Raszkiewicz may own shares in some of the companies mentioned. Please refer to the Fool.com website for a full list of Scott's disclosures. This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 18 Aug 2021 05:30:00 -0000 full 3 35 Rask In this episode, I’m joined by Scott Phillips. You may know Scott as the Chief Investment Officer for The Motley Fool Australia. This podcast was recorded in both audio and video form, so you can watch it on the Rask YouTube page. In this episode, I’m joined by Scott Phillips. You may know Scott as the Chief Investment Officer for The Motley Fool Australia. This podcast was recorded in both audio and video form, so you can watch it on the Rask YouTube page. Scott is one of Australia’s leading voices on investing, but also personal finances and shareholder advocacy. Closer to home, Scott has been instrumental in my development. During my time with The Motley Fool Australia I was privileged to be mentored by Scott and see him develop his own craft up close. It might seem odd for me, and Scott, to do a podcast together given he runs the Motley Fool Money podcast, which sits in iTunes alongside some of Rask’s shows. And because The Motley Fool is a competitor. However, I think Scott’s generosity and willingness to come on the program shows his true character. An honest, humble, straight shooter. In this episode, we talk about Scott’s journey to becoming an investor. His passion started early. He would request annual reports in the mail and crunch his own ratios. We talk about Scott’s true passions, his lessons learned and more. I hope you enjoy this episode with Scott Phillps, Chief Investment Officer of The Motley Fool Australia. In this episode, I’m joined by Scott Phillips. You may know Scott as the Chief Investment Officer for The Motley Fool Australia. This podcast was recorded in both audio and video form, so you can watch it on the Rask YouTube page. Scott is one of Australia’s leading voices on investing, but also personal finances and shareholder advocacy. Closer to home, Scott has been instrumental in my development. During my time with The Motley Fool Australia I was privileged to be mentored by Scott and see him develop his own craft up close. It might seem odd for me, and Scott, to do a podcast together given he runs the Motley Fool Money podcast, which sits in iTunes alongside some of Rask’s shows. And because The Motley Fool is a competitor. However, I think Scott’s generosity and willingness to come on the program shows his true character. An honest, humble, straight shooter. In this episode, we talk about Scott’s journey to becoming an investor. His passion started early. He would request annual reports in the mail and crunch his own ratios. We talk about Scott’s true passions, his lessons learned and more. I hope you enjoy this episode with Scott Phillps, Chief Investment Officer of The Motley Fool Australia. ***Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners*** To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights. Date recorded: July 14th, 2021 Motley Fool website: https://www.fool.com.au Disclosure & Disclaimer: at the time of recording, Owen Raszkiewicz may own shares in some of the companies mentioned. Please refer to the Fool.com website for a full list of Scott's disclosures. This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode, I’m joined by Scott Phillips. You may know Scott as the Chief Investment Officer for The Motley Fool Australia. This podcast was recorded in both audio and video form, so you can watch it on the Rask YouTube page.


    Scott is one of Australia’s leading voices on investing, but also personal finances and shareholder advocacy.


    Closer to home, Scott has been instrumental in my development. During my time with The Motley Fool Australia I was privileged to be mentored by Scott and see him develop his own craft up close.


    It might seem odd for me, and Scott, to do a podcast together given he runs the Motley Fool Money podcast, which sits in iTunes alongside some of Rask’s shows. And because The Motley Fool is a competitor.


    However, I think Scott’s generosity and willingness to come on the program shows his true character. An honest, humble, straight shooter.


    In this episode, we talk about Scott’s journey to becoming an investor. His passion started early. He would request annual reports in the mail and crunch his own ratios.


    We talk about Scott’s true passions, his lessons learned and more.


    I hope you enjoy this episode with Scott Phillps, Chief Investment Officer of The Motley Fool Australia.

    In this episode, I’m joined by Scott Phillips. You may know Scott as the Chief Investment Officer for The Motley Fool Australia. This podcast was recorded in both audio and video form, so you can watch it on the Rask YouTube page.


    Scott is one of Australia’s leading voices on investing, but also personal finances and shareholder advocacy.


    Closer to home, Scott has been instrumental in my development. During my time with The Motley Fool Australia I was privileged to be mentored by Scott and see him develop his own craft up close.


    It might seem odd for me, and Scott, to do a podcast together given he runs the Motley Fool Money podcast, which sits in iTunes alongside some of Rask’s shows. And because The Motley Fool is a competitor.


    However, I think Scott’s generosity and willingness to come on the program shows his true character. An honest, humble, straight shooter.


    In this episode, we talk about Scott’s journey to becoming an investor. His passion started early. He would request annual reports in the mail and crunch his own ratios.


    We talk about Scott’s true passions, his lessons learned and more.


    I hope you enjoy this episode with Scott Phillps, Chief Investment Officer of The Motley Fool Australia.


    ***Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners***

    To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount


    Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights.


    Date recorded: July 14th, 2021


    Motley Fool website: https://www.fool.com.au


    Disclosure & Disclaimer: at the time of recording, Owen Raszkiewicz may own shares in some of the companies mentioned. Please refer to the Fool.com website for a full list of Scott's disclosures.


    This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4752 no     Is ELMO (ASX:ELO) dirt cheap? Watch Owen analyse CBA's report, FSLY v. NET + 10 money hacks https://www.rask.com.au/podcasts/australian-investor-podcast/ On The Australian Investors Podcast, watch or listen along as 7Investing's Dr Anirban Mahanti takes a look at ELMO Software Ltd (ASX:ELO) and Owen Rask walks you through Commonwealth Bank of Australia's (ASX: CBA) annual report. Plus, Cloudflare (NYSE: NET) versus Fastly (NASDAQ: FSLY) - who's winning? How analysts ready themselves for ASX reporting season, and 10 personal finance hacks. Rask Australia YouTube: https://www.youtube.com/c/RaskFinance If you like the show, say g'day to me on Twitter (@owenrask) or Instagram (@owenraskau). I'd like to get your suggestions for future episodes. Join 7investing and get $7 off for the first month - A “RASK” special* If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout. To be clear: Rask Australia (our business), nor me (Owen), receive nothing if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon. To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights. Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Date of recording: August 11th, 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 13 Aug 2021 21:00:00 -0000 full 3 41 Rask On The Australian Investors Podcast, watch or listen along as 7Investing's Dr Anirban Mahanti takes a look at ELMO Software Ltd (ASX:ELO) and Owen Rask walks you through Commonwealth Bank of Australia's (ASX: CBA) annual report. On The Australian Investors Podcast, watch or listen along as 7Investing's Dr Anirban Mahanti takes a look at ELMO Software Ltd (ASX:ELO) and Owen Rask walks you through Commonwealth Bank of Australia's (ASX: CBA) annual report. Plus, Cloudflare (NYSE: NET) versus Fastly (NASDAQ: FSLY) - who's winning? How analysts ready themselves for ASX reporting season, and 10 personal finance hacks. Rask Australia YouTube: https://www.youtube.com/c/RaskFinance If you like the show, say g'day to me on Twitter (@owenrask) or Instagram (@owenraskau). I'd like to get your suggestions for future episodes. Join 7investing and get $7 off for the first month - A “RASK” special* If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout. To be clear: Rask Australia (our business), nor me (Owen), receive nothing if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon. To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights. Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Date of recording: August 11th, 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices On The Australian Investors Podcast, watch or listen along as 7Investing's Dr Anirban Mahanti takes a look at ELMO Software Ltd (ASX:ELO) and Owen Rask walks you through Commonwealth Bank of Australia's (ASX: CBA) annual report.


    Plus, Cloudflare (NYSE: NET) versus Fastly (NASDAQ: FSLY) - who's winning? How analysts ready themselves for ASX reporting season, and 10 personal finance hacks.


    Rask Australia YouTube: https://www.youtube.com/c/RaskFinance


    If you like the show, say g'day to me on Twitter (@owenrask) or Instagram (@owenraskau). I'd like to get your suggestions for future episodes.


    • Join 7investing and get $7 off for the first month - A “RASK” special*

    If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout.

    To be clear: Rask Australia (our business), nor me (Owen), receive nothing if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon.


    To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing


    • Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners


    To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount

    Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights.

    Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts.


    Date of recording: August 11th, 2021


    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3965 no     Revealed: 1 Rask Rocket ASX small-cap https://bit.ly/play-rask This episode of The Australian Investors Podcast lifts the lid on one ASX small-cap company Owen recommended as part of the Rask Rockets Beyond program. In this episode, Owen shares the following: ~ A story on why he invests the way he does ~ An offer to join Rask Rockets Beyond, in the next five days, for $500 off the regular price: https://bit.ly/play-rask ~ An interview with a talented ASX-listed small-cap CEO ** JOIN RASK ROCKETS BEYOND ** Click this link to join Beyond: https://bit.ly/play-rask Special notes The interview with this CEO/Founder was first recorded in June, 2021, with former Rask Analyst Kevin Fung and Owen Rask. It was then shared exclusively with Rask Rockets Beyond members in June, 2021. The introductory section, in which Owen's references past performance, returns and our Rockets programs, was recorded on August 10th, 2021. Any performance cited should be considered hypothetical, and may not be representative of future performance. You can find the public track record of Rask Rockets Apollo, including our performance methodology on the www.rask.com.au website. At the time of recording, Owen does not have a financial interest in the company profiled. However, his personal shareholding and Rask Australia's recommendation/rating could change at any time, subject to our Transparency, Disclosure & Code of Ethics rulebook. General Financial Advice warning The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 11 Aug 2021 05:30:00 -0000 full 3 40 Rask This episode of The Australian Investors Podcast lifts the lid on one ASX small-cap company Owen recommended as part of the Rask Rockets Beyond program. This episode of The Australian Investors Podcast lifts the lid on one ASX small-cap company Owen recommended as part of the Rask Rockets Beyond program. In this episode, Owen shares the following: ~ A story on why he invests the way he does ~ An offer to join Rask Rockets Beyond, in the next five days, for $500 off the regular price: https://bit.ly/play-rask ~ An interview with a talented ASX-listed small-cap CEO ** JOIN RASK ROCKETS BEYOND ** Click this link to join Beyond: https://bit.ly/play-rask Special notes The interview with this CEO/Founder was first recorded in June, 2021, with former Rask Analyst Kevin Fung and Owen Rask. It was then shared exclusively with Rask Rockets Beyond members in June, 2021. The introductory section, in which Owen's references past performance, returns and our Rockets programs, was recorded on August 10th, 2021. Any performance cited should be considered hypothetical, and may not be representative of future performance. You can find the public track record of Rask Rockets Apollo, including our performance methodology on the www.rask.com.au website. At the time of recording, Owen does not have a financial interest in the company profiled. However, his personal shareholding and Rask Australia's recommendation/rating could change at any time, subject to our Transparency, Disclosure & Code of Ethics rulebook. General Financial Advice warning The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices This episode of The Australian Investors Podcast lifts the lid on one ASX small-cap company Owen recommended as part of the Rask Rockets Beyond program.


    In this episode, Owen shares the following:

    ~ A story on why he invests the way he does

    ~ An offer to join Rask Rockets Beyond, in the next five days, for $500 off the regular price: https://bit.ly/play-rask

    ~ An interview with a talented ASX-listed small-cap CEO


    ** JOIN RASK ROCKETS BEYOND **

    Click this link to join Beyond: https://bit.ly/play-rask


    Special notes


    The interview with this CEO/Founder was first recorded in June, 2021, with former Rask Analyst Kevin Fung and Owen Rask. It was then shared exclusively with Rask Rockets Beyond members in June, 2021.


    The introductory section, in which Owen's references past performance, returns and our Rockets programs, was recorded on August 10th, 2021. Any performance cited should be considered hypothetical, and may not be representative of future performance. You can find the public track record of Rask Rockets Apollo, including our performance methodology on the www.rask.com.au website. At the time of recording, Owen does not have a financial interest in the company profiled. However, his personal shareholding and Rask Australia's recommendation/rating could change at any time, subject to our Transparency, Disclosure & Code of Ethics rulebook.


    General Financial Advice warning


    The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3273 no     Sell Afterpay, buy Square? 2 stock ideas, Volpara's 1Q & AAPL for everything https://www.rask.com.au/podcasts/australian-investor-podcast/ On the Australian Investors Podcast this week, 7Investing's Anirban Mahanti and Owen Rask dissect Square's (NYSE: SQ) takeover of Afterpay Ltd (ASX: APT)... and question the valuation. Owen then provides an overview of Volpara Health Technologies Ltd's (ASX: VHT) latest batch of results, including its calculation of ARR and the push into genetics testing. The duo get geeky with their Apple Health app and question where this exciting market goes next. Anirban shares one money hack that will help you save and better managed your money. Finally, Owen goes over PEXA Ltd's (ASX: PXA) IPO and its UK conveyancing opportunity. Is it as big as PEXA says? To finish, Anirban pitches a US stock idea he already owns. If you like the show, say g'day to me on Twitter (@owenrask) or Instagram (@owenraskau). I'd like to get your suggestions for future episodes. Join 7investing and get $7 off for the first month - A “RASK” special* If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout. To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners* To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights. Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 06 Aug 2021 21:00:00 -0000 full 3 39 Rask 7Investing's Anirban Mahanti and Owen Rask dissect Square's (NYSE: SQ) takeover of Afterpay Ltd (ASX: APT), Volpara's quarterly, Apple Health and more. On the Australian Investors Podcast this week, 7Investing's Anirban Mahanti and Owen Rask dissect Square's (NYSE: SQ) takeover of Afterpay Ltd (ASX: APT)... and question the valuation. Owen then provides an overview of Volpara Health Technologies Ltd's (ASX: VHT) latest batch of results, including its calculation of ARR and the push into genetics testing. The duo get geeky with their Apple Health app and question where this exciting market goes next. Anirban shares one money hack that will help you save and better managed your money. Finally, Owen goes over PEXA Ltd's (ASX: PXA) IPO and its UK conveyancing opportunity. Is it as big as PEXA says? To finish, Anirban pitches a US stock idea he already owns. If you like the show, say g'day to me on Twitter (@owenrask) or Instagram (@owenraskau). I'd like to get your suggestions for future episodes. Join 7investing and get $7 off for the first month - A “RASK” special* If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout. To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners* To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights. Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices On the Australian Investors Podcast this week, 7Investing's Anirban Mahanti and Owen Rask dissect Square's (NYSE: SQ) takeover of Afterpay Ltd (ASX: APT)... and question the valuation.


    Owen then provides an overview of Volpara Health Technologies Ltd's (ASX: VHT) latest batch of results, including its calculation of ARR and the push into genetics testing.


    The duo get geeky with their Apple Health app and question where this exciting market goes next. Anirban shares one money hack that will help you save and better managed your money.


    Finally, Owen goes over PEXA Ltd's (ASX: PXA) IPO and its UK conveyancing opportunity. Is it as big as PEXA says? To finish, Anirban pitches a US stock idea he already owns.


    If you like the show, say g'day to me on Twitter (@owenrask) or Instagram (@owenraskau). I'd like to get your suggestions for future episodes.


    • Join 7investing and get $7 off for the first month - A “RASK” special*

    If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout.

    To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing


    • Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners*


    To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount

    Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights.


    Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3743 no     Ryan Newman | Becoming a Pro analyst https://bit.ly/aipod2021 You’re about to hear one of the most enjoyable, intellectual revealing, self-reflecting and honest conversations I had with one of my best friends. If you have the time, I’d suggest you watch this podcast. It’s available on YouTube as a full video. Ryan Newman is Portfolio Manager of Motley Fool Pro, a members-only investment service run by The Motley Fool Australia. In the first part of this podcast Ryan and I do what most close friends would do when you chuck a camera and a microphone in front of their face for the first time: we engage in a bit of light hearted chit-chat. Even if you’re not one for a bit of banter and back-and-forth, I implore you to keep listening because the full podcast is incredibly insightful. I get to chat to Ryan each day but this conversation gave me an entire new understanding of how to develop as an analyst, an investor and as a person. Ryan shares priceless wisdom from his favourite Australian investors, including Joe Magyer, Matt Joass and Anirban Mahanti — three investors Ryan was lucky enough to count as colleagues and be mentored by. They’re also three people who have appeared on this podcast, most of them more than once. I also ask Ryan questions like what have what your biggest winners and what did you learn from them? What money advice are you giving to your children? There is something for everyone in this extra special episode of The Australian Investors Podcast. I know you’ll enjoy it. ***Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners*** To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights. Date recorded: July 14th, 2021 Resources: Motley Fool website: https://www.fool.com.au Founder's Field Guide, with Ryan Peterson: https://www.joincolossus.com/episodes/49206200/petersen-where-there-is-mystery-there-is-margin?tab=mentionedcontent Disclosure & Disclaimer: at the time of recording, Owen Raszkiewicz owns shares of Altium. Please refer to the Fool.com website for a full list of Ryan's disclosures. This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 04 Aug 2021 05:30:00 -0000 full 3 36 Rask In this special episode, Owen is joined by one of his best friends. Ryan Newman is Portfolio Manager of Motley Fool Pro, a members-only investment service run by The Motley Fool Australia. You’re about to hear one of the most enjoyable, intellectual revealing, self-reflecting and honest conversations I had with one of my best friends. If you have the time, I’d suggest you watch this podcast. It’s available on YouTube as a full video. Ryan Newman is Portfolio Manager of Motley Fool Pro, a members-only investment service run by The Motley Fool Australia. In the first part of this podcast Ryan and I do what most close friends would do when you chuck a camera and a microphone in front of their face for the first time: we engage in a bit of light hearted chit-chat. Even if you’re not one for a bit of banter and back-and-forth, I implore you to keep listening because the full podcast is incredibly insightful. I get to chat to Ryan each day but this conversation gave me an entire new understanding of how to develop as an analyst, an investor and as a person. Ryan shares priceless wisdom from his favourite Australian investors, including Joe Magyer, Matt Joass and Anirban Mahanti — three investors Ryan was lucky enough to count as colleagues and be mentored by. They’re also three people who have appeared on this podcast, most of them more than once. I also ask Ryan questions like what have what your biggest winners and what did you learn from them? What money advice are you giving to your children? There is something for everyone in this extra special episode of The Australian Investors Podcast. I know you’ll enjoy it. ***Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners*** To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights. Date recorded: July 14th, 2021 Resources: Motley Fool website: https://www.fool.com.au Founder's Field Guide, with Ryan Peterson: https://www.joincolossus.com/episodes/49206200/petersen-where-there-is-mystery-there-is-margin?tab=mentionedcontent Disclosure & Disclaimer: at the time of recording, Owen Raszkiewicz owns shares of Altium. Please refer to the Fool.com website for a full list of Ryan's disclosures. This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices You’re about to hear one of the most enjoyable, intellectual revealing, self-reflecting and honest conversations I had with one of my best friends. If you have the time, I’d suggest you watch this podcast. It’s available on YouTube as a full video.


    Ryan Newman is Portfolio Manager of Motley Fool Pro, a members-only investment service run by The Motley Fool Australia.


    In the first part of this podcast Ryan and I do what most close friends would do when you chuck a camera and a microphone in front of their face for the first time: we engage in a bit of light hearted chit-chat.


    Even if you’re not one for a bit of banter and back-and-forth, I implore you to keep listening because the full podcast is incredibly insightful. I get to chat to Ryan each day but this conversation gave me an entire new understanding of how to develop as an analyst, an investor and as a person.


    Ryan shares priceless wisdom from his favourite Australian investors, including Joe Magyer, Matt Joass and Anirban Mahanti — three investors Ryan was lucky enough to count as colleagues and be mentored by. They’re also three people who have appeared on this podcast, most of them more than once.


    I also ask Ryan questions like what have what your biggest winners and what did you learn from them? What money advice are you giving to your children?


    There is something for everyone in this extra special episode of The Australian Investors Podcast. I know you’ll enjoy it.


    ***Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners***

    To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount


    Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights.


    Date recorded: July 14th, 2021


    Resources:


    Motley Fool website: https://www.fool.com.au

    Founder's Field Guide, with Ryan Peterson: https://www.joincolossus.com/episodes/49206200/petersen-where-there-is-mystery-there-is-margin?tab=mentionedcontent


    Disclosure & Disclaimer: at the time of recording, Owen Raszkiewicz owns shares of Altium. Please refer to the Fool.com website for a full list of Ryan's disclosures.


    This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts.


    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     5724 no     Bonus: Getting protection with inverse ETFs, Ft. Kanish Chugh https://bit.ly/Australian-Investors-Podcast This bonus episode of The Australian Investors Podcast features Kanish Chugh, of ETF Securities. Kanish talks with Owen about the use of inverse and leveraged ETFs, such as LNAS & SNAS. The duo discuss the risks, opportunities, and when to use these types of products. Please note: the two investors do a good job of explaining some of the risks but always be mindful that using leveraged or inverse ETFs can be extremely risky. Always read an ETF's Product Disclosure Statement (PDS) before investing. To learn more about ETF Securities' ETFs, follow this link: https://bit.ly/fundsETFS View more episodes: https://bit.ly/Australian-Investors-Podcast Episode recorded: May 26th, 2021 INFORMATION WARNING Please note: ETF Securities is the issuer of LNAS & SNAS ETF, and guests appearing on the show may have an interest in some of the shares mentioned. Kanish works for ETF Securities, the sponsor of this podcast series. In short, always consider the risks of investing and read the Product Disclosure Statement (PDS). This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. You can view our Financial Services Guide (FSG) on the www.rask.com.au/fsg webpage. The information/advice in this podcast does not take into account your needs, goals or objectives, so speak with a licensed and trusted financial adviser before acting on it. Any performance metrics cited in this podcast should be considered hypothetical as the performance may not be accurate at the date you listen to the episode. Past performance is not indicative of future performance. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 02 Aug 2021 05:30:00 -0000 full 3 37 Rask This bonus episode of The Australian Investors Podcast features Kanish Chugh, of ETF Securities. This bonus episode of The Australian Investors Podcast features Kanish Chugh, of ETF Securities. Kanish talks with Owen about the use of inverse and leveraged ETFs, such as LNAS & SNAS. The duo discuss the risks, opportunities, and when to use these types of products. Please note: the two investors do a good job of explaining some of the risks but always be mindful that using leveraged or inverse ETFs can be extremely risky. Always read an ETF's Product Disclosure Statement (PDS) before investing. To learn more about ETF Securities' ETFs, follow this link: https://bit.ly/fundsETFS View more episodes: https://bit.ly/Australian-Investors-Podcast Episode recorded: May 26th, 2021 INFORMATION WARNING Please note: ETF Securities is the issuer of LNAS & SNAS ETF, and guests appearing on the show may have an interest in some of the shares mentioned. Kanish works for ETF Securities, the sponsor of this podcast series. In short, always consider the risks of investing and read the Product Disclosure Statement (PDS). This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. You can view our Financial Services Guide (FSG) on the www.rask.com.au/fsg webpage. The information/advice in this podcast does not take into account your needs, goals or objectives, so speak with a licensed and trusted financial adviser before acting on it. Any performance metrics cited in this podcast should be considered hypothetical as the performance may not be accurate at the date you listen to the episode. Past performance is not indicative of future performance. Learn more about your ad choices. Visit megaphone.fm/adchoices This bonus episode of The Australian Investors Podcast features Kanish Chugh, of ETF Securities.


    Kanish talks with Owen about the use of inverse and leveraged ETFs, such as LNAS & SNAS. The duo discuss the risks, opportunities, and when to use these types of products.


    Please note: the two investors do a good job of explaining some of the risks but always be mindful that using leveraged or inverse ETFs can be extremely risky. Always read an ETF's Product Disclosure Statement (PDS) before investing.


    To learn more about ETF Securities' ETFs, follow this link: https://bit.ly/fundsETFS


    View more episodes: https://bit.ly/Australian-Investors-Podcast


    Episode recorded: May 26th, 2021



    INFORMATION WARNING


    Please note: ETF Securities is the issuer of LNAS & SNAS ETF, and guests appearing on the show may have an interest in some of the shares mentioned. Kanish works for ETF Securities, the sponsor of this podcast series. In short, always consider the risks of investing and read the Product Disclosure Statement (PDS).


    This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. You can view our Financial Services Guide (FSG) on the www.rask.com.au/fsg webpage. The information/advice in this podcast does not take into account your needs, goals or objectives, so speak with a licensed and trusted financial adviser before acting on it. Any performance metrics cited in this podcast should be considered hypothetical as the performance may not be accurate at the date you listen to the episode. Past performance is not indicative of future performance.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1808 no     US tech, Dubber's $110m cap raise & Tesla's (TSLA) huge operating leverage https://bit.ly/aipod2021 On The Australian Investors Podcast this week, 7Investing's Anirban Mahanti and Owen Rask chat big tech stock earnings, including: Tesla Inc (NASDAQ: TSLA) and its monster operating leverage Apple Inc (NASDAQ: AAPL) and its massive iPhone growth Microsoft Inc's (NASDAQ: MSFT) blistering quarter, driven by cloud Alphabet Inc (NASDAQ: GOOGL) has a huge quarter, driven by Search & YouTube The investors also talk about the latest ASX news, including Dubber Ltd's (ASX: DUB) $110 million capital raising, CommSec charging negative rates on Euros, and Temple & Webster's (ASX: TPW) excellent report. Finally, the gentlemen ask: are the COVID numbers as bad as last time? And should investors be worried? If you like the show, say g'day to me on Twitter (@owenrask) or Instagram (@owenraskau). I'd like to get your suggestions for future episodes. ***Join 7investing and get $7 off for the first month - A “RASK” special*** If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout. To be clear: Rask Australia (our business), nor me (Owen), receive nothing if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon. To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing ***Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners*** To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights. Recorded: Wednesday, July 28th, 2021 Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 30 Jul 2021 21:00:00 -0000 full 3 38 Rask 7Investing's Anirban Mahanti and Owen Rask chat big tech stock earnings, TSLA, AAPL, GOOGL, Dubber, Temple & Webster, and more! On The Australian Investors Podcast this week, 7Investing's Anirban Mahanti and Owen Rask chat big tech stock earnings, including: Tesla Inc (NASDAQ: TSLA) and its monster operating leverage Apple Inc (NASDAQ: AAPL) and its massive iPhone growth Microsoft Inc's (NASDAQ: MSFT) blistering quarter, driven by cloud Alphabet Inc (NASDAQ: GOOGL) has a huge quarter, driven by Search & YouTube The investors also talk about the latest ASX news, including Dubber Ltd's (ASX: DUB) $110 million capital raising, CommSec charging negative rates on Euros, and Temple & Webster's (ASX: TPW) excellent report. Finally, the gentlemen ask: are the COVID numbers as bad as last time? And should investors be worried? If you like the show, say g'day to me on Twitter (@owenrask) or Instagram (@owenraskau). I'd like to get your suggestions for future episodes. ***Join 7investing and get $7 off for the first month - A “RASK” special*** If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout. To be clear: Rask Australia (our business), nor me (Owen), receive nothing if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon. To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing ***Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners*** To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights. Recorded: Wednesday, July 28th, 2021 Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices On The Australian Investors Podcast this week, 7Investing's Anirban Mahanti and Owen Rask chat big tech stock earnings, including:


    • Tesla Inc (NASDAQ: TSLA) and its monster operating leverage
    • Apple Inc (NASDAQ: AAPL) and its massive iPhone growth
    • Microsoft Inc's (NASDAQ: MSFT) blistering quarter, driven by cloud
    • Alphabet Inc (NASDAQ: GOOGL) has a huge quarter, driven by Search & YouTube


    The investors also talk about the latest ASX news, including Dubber Ltd's (ASX: DUB) $110 million capital raising, CommSec charging negative rates on Euros, and Temple & Webster's (ASX: TPW) excellent report.


    Finally, the gentlemen ask: are the COVID numbers as bad as last time? And should investors be worried?


    If you like the show, say g'day to me on Twitter (@owenrask) or Instagram (@owenraskau). I'd like to get your suggestions for future episodes.


    ***Join 7investing and get $7 off for the first month - A “RASK” special***


    If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout.


    To be clear: Rask Australia (our business), nor me (Owen), receive nothing if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon.


    To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing


    ***Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners***


    To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount


    Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights.


    Recorded: Wednesday, July 28th, 2021


    Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3088 no     How to beat inflation & 5 companies to watch, ft. Stephen Arnold, CFA & Delian Entchev https://bit.ly/aipod2021 In the episode of The Australian Investors Podcast Owen Rask chats to Aoris Portfolio Manager, Stephen Arnold, CFA, and Senior Analyst Delian Entchev, about 3 ways to beat the rise of inflation: Focus on companies with pricing power Find businesses with cost efficiencies & advantages Ensure the company has optionality and strength embedded on its balance sheet In this episode, Stephen, Delian and I talk about the following companies: Costco Wholesale Corporation (NASDAQ:: COST) Graco Inc. (NYSE: GGG) Moody's Corporation (NYSE: MCO) Accenture Plc (NYSE: ACN) L'Oreal SA (EPA: OR) ***Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners*** To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights. Show notes: Stephen's pitch on Accenture Plc - Investors Podcast episode Aoris - view the full portfolio Recorded: June 25, 2021 Please note: We'll do our best to disclosure investment positions during the podcast but please note that it might not always be possible, so consider that Owen or guests appearing on the show may have an interest in some of the shares mentioned. In short, always consider the risks of investing and read the Product Disclosure Statement (PDS) before making a decision. This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. You can view our Financial Services Guide (FSG) on the www.rask.com.au/fsg webpage. The information/advice in this podcast does not take into account your needs, goals or objectives, so speak with a licensed and trusted financial adviser before acting on it. Any performance metrics cited in this podcast should be considered hypothetical as the performance may not be accurate at the date you listen to the episode. Past performance is not indicative of future performance. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 28 Jul 2021 05:30:00 -0000 full 3 33 Rask Owen is joined by Aoris' Stephen Arnold, CFA and Delian Entchev. The trio share 3 ways to beat the rise of inflation & offer 5 resilient stocks to match. In the episode of The Australian Investors Podcast Owen Rask chats to Aoris Portfolio Manager, Stephen Arnold, CFA, and Senior Analyst Delian Entchev, about 3 ways to beat the rise of inflation: Focus on companies with pricing power Find businesses with cost efficiencies & advantages Ensure the company has optionality and strength embedded on its balance sheet In this episode, Stephen, Delian and I talk about the following companies: Costco Wholesale Corporation (NASDAQ:: COST) Graco Inc. (NYSE: GGG) Moody's Corporation (NYSE: MCO) Accenture Plc (NYSE: ACN) L'Oreal SA (EPA: OR) ***Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners*** To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights. Show notes: Stephen's pitch on Accenture Plc - Investors Podcast episode Aoris - view the full portfolio Recorded: June 25, 2021 Please note: We'll do our best to disclosure investment positions during the podcast but please note that it might not always be possible, so consider that Owen or guests appearing on the show may have an interest in some of the shares mentioned. In short, always consider the risks of investing and read the Product Disclosure Statement (PDS) before making a decision. This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. You can view our Financial Services Guide (FSG) on the www.rask.com.au/fsg webpage. The information/advice in this podcast does not take into account your needs, goals or objectives, so speak with a licensed and trusted financial adviser before acting on it. Any performance metrics cited in this podcast should be considered hypothetical as the performance may not be accurate at the date you listen to the episode. Past performance is not indicative of future performance. Learn more about your ad choices. Visit megaphone.fm/adchoices In the episode of The Australian Investors Podcast Owen Rask chats to Aoris Portfolio Manager, Stephen Arnold, CFA, and Senior Analyst Delian Entchev, about 3 ways to beat the rise of inflation:


    1. Focus on companies with pricing power
    2. Find businesses with cost efficiencies & advantages
    3. Ensure the company has optionality and strength embedded on its balance sheet


    In this episode, Stephen, Delian and I talk about the following companies:

    1. Costco Wholesale Corporation (NASDAQ:: COST)
    2. Graco Inc. (NYSE: GGG)
    3. Moody's Corporation (NYSE: MCO)
    4. Accenture Plc (NYSE: ACN)
    5. L'Oreal SA (EPA: OR)


    ***Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners***

    To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount


    Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights.


    Show notes:


    Recorded: June 25, 2021


    Please note: We'll do our best to disclosure investment positions during the podcast but please note that it might not always be possible, so consider that Owen or guests appearing on the show may have an interest in some of the shares mentioned. In short, always consider the risks of investing and read the Product Disclosure Statement (PDS) before making a decision.


    This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. You can view our Financial Services Guide (FSG) on the www.rask.com.au/fsg webpage. The information/advice in this podcast does not take into account your needs, goals or objectives, so speak with a licensed and trusted financial adviser before acting on it. Any performance metrics cited in this podcast should be considered hypothetical as the performance may not be accurate at the date you listen to the episode. Past performance is not indicative of future performance.



    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1531 no     What the... Altium (ALU)?! Plus, 2 tech stock ideas & Netflix's big future https://bit.ly/aipod2021 On the Australian Investors Podcast this week, 7Investing's Anirban Mahanti and Owen Rask talk Altium Ltd's (ASX: ALU) botched takeover proposal from Autodesk Inc (NASDAQ: ADSK), Netflix Inc's (NASDAQ: NFLX) quarterly report, Bezo's Blue Origin hits space. The investors also talk about what to make of COVID Delta numbers and, of course, they offer two growth stocks to watch: Okta Inc (NASDAQ: OKTA), and AVA Risk Group (ASX: AVA) If you like the show, say g'day to me on Twitter (@owenrask) or Instagram (@owenraskau). I'd like to get your suggestions for future episodes. ***Join 7investing and get $7 off for the first month - A “RASK” special*** If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout. To be clear: Rask Australia (our business), nor me (Owen), receive nothing if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon. To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing ***Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners*** To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights. Recorded: Wednesday, July 21st, 2021 Disclosure: at the time of recording, Rask Australia has recommended shares of PayPal, Alphabet, Altium and Apple. Owen owns shares of PayPal, Altium, Alphabet, Altium & Apple. Please refer to the 7investing.com website for a full list of Anirban's research and disclosures. Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 23 Jul 2021 21:00:00 -0000 full 3 34 Rask Why did Altium reject the offer? Why we're looking at AVA Risk Group (ASX: AVA) & Okta (NASDAQ: OKTA), Netflix's quarterly and the story behind the Delta strain. On the Australian Investors Podcast this week, 7Investing's Anirban Mahanti and Owen Rask talk Altium Ltd's (ASX: ALU) botched takeover proposal from Autodesk Inc (NASDAQ: ADSK), Netflix Inc's (NASDAQ: NFLX) quarterly report, Bezo's Blue Origin hits space. The investors also talk about what to make of COVID Delta numbers and, of course, they offer two growth stocks to watch: Okta Inc (NASDAQ: OKTA), and AVA Risk Group (ASX: AVA) If you like the show, say g'day to me on Twitter (@owenrask) or Instagram (@owenraskau). I'd like to get your suggestions for future episodes. ***Join 7investing and get $7 off for the first month - A “RASK” special*** If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout. To be clear: Rask Australia (our business), nor me (Owen), receive nothing if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon. To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing ***Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners*** To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights. Recorded: Wednesday, July 21st, 2021 Disclosure: at the time of recording, Rask Australia has recommended shares of PayPal, Alphabet, Altium and Apple. Owen owns shares of PayPal, Altium, Alphabet, Altium & Apple. Please refer to the 7investing.com website for a full list of Anirban's research and disclosures. Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices On the Australian Investors Podcast this week, 7Investing's Anirban Mahanti and Owen Rask talk Altium Ltd's (ASX: ALU) botched takeover proposal from Autodesk Inc (NASDAQ: ADSK), Netflix Inc's (NASDAQ: NFLX) quarterly report, Bezo's Blue Origin hits space.


    The investors also talk about what to make of COVID Delta numbers and, of course, they offer two growth stocks to watch:

    • Okta Inc (NASDAQ: OKTA), and
    • AVA Risk Group (ASX: AVA)


    If you like the show, say g'day to me on Twitter (@owenrask) or Instagram (@owenraskau). I'd like to get your suggestions for future episodes.


    ***Join 7investing and get $7 off for the first month - A “RASK” special***

    If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout.


    To be clear: Rask Australia (our business), nor me (Owen), receive nothing if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon.


    To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing


    ***Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners***

    To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount


    Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights.


    Recorded: Wednesday, July 21st, 2021


    Disclosure: at the time of recording, Rask Australia has recommended shares of PayPal, Alphabet, Altium and Apple. Owen owns shares of PayPal, Altium, Alphabet, Altium & Apple. Please refer to the 7investing.com website for a full list of Anirban's research and disclosures.


    Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3787 no     Adam Bronts | Castlerock | Commercial Property Investing & Auslink Property Trust https://bit.ly/aipod2021 In this episode of The Australian Investors Podcast I chat with Adam Bronts, director of business development at Castlerock. Castlerock is a funds management business specialising in property, in particular office properties that are leased to government tenants. Castlerock has just completed the purchase of a new property in Ipswich and is conducting a capital raising, which provided an opportunity for me to talk to Adam. We cover a lot of new ground for investors, but especially those investors who are interested in understanding how properties are valued and what professionals look for in large scale deals. It’s also a great episode for investors seeking alternative sources of income in a low rate environment. I hope you enjoy this episode of The Australian Investors Podcast featuring Adam Bronts. WANT TO LEARN MORE ABOUT AUSLINK PROPERTY TRUST? You can follow this link to learn more about Adam's Auslink Property Trust 2 fund, access the PDS and consider the risks: https://bit.ly/castle21 ***Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners*** To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights. Date recorded: July 1st, 2021 Disclosure & sponsorship: at the time of writing, Owen does not have a financial interest in any of the securities or funds mentioned. Adam is a director of Castlerock. The Rask Group Pty Ltd received a fixed fee, set in advance, for Adam to appear on this episode of the podcast. Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 21 Jul 2021 05:30:00 -0000 full 3 32 Rask Owen & Adam break down what it takes to buy high-income and high-quality properties in key precincts. A good episode for income-focused investors and property buffs. In this episode of The Australian Investors Podcast I chat with Adam Bronts, director of business development at Castlerock. Castlerock is a funds management business specialising in property, in particular office properties that are leased to government tenants. Castlerock has just completed the purchase of a new property in Ipswich and is conducting a capital raising, which provided an opportunity for me to talk to Adam. We cover a lot of new ground for investors, but especially those investors who are interested in understanding how properties are valued and what professionals look for in large scale deals. It’s also a great episode for investors seeking alternative sources of income in a low rate environment. I hope you enjoy this episode of The Australian Investors Podcast featuring Adam Bronts. WANT TO LEARN MORE ABOUT AUSLINK PROPERTY TRUST? You can follow this link to learn more about Adam's Auslink Property Trust 2 fund, access the PDS and consider the risks: https://bit.ly/castle21 ***Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners*** To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights. Date recorded: July 1st, 2021 Disclosure & sponsorship: at the time of writing, Owen does not have a financial interest in any of the securities or funds mentioned. Adam is a director of Castlerock. The Rask Group Pty Ltd received a fixed fee, set in advance, for Adam to appear on this episode of the podcast. Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of The Australian Investors Podcast I chat with Adam Bronts, director of business development at Castlerock. Castlerock is a funds management business specialising in property, in particular office properties that are leased to government tenants.


    Castlerock has just completed the purchase of a new property in Ipswich and is conducting a capital raising, which provided an opportunity for me to talk to Adam. We cover a lot of new ground for investors, but especially those investors who are interested in understanding how properties are valued and what professionals look for in large scale deals.


    It’s also a great episode for investors seeking alternative sources of income in a low rate environment.


    I hope you enjoy this episode of The Australian Investors Podcast featuring Adam Bronts.


    WANT TO LEARN MORE ABOUT AUSLINK PROPERTY TRUST?


    You can follow this link to learn more about Adam's Auslink Property Trust 2 fund, access the PDS and consider the risks: https://bit.ly/castle21



    ***Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners***


    To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount


    Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights.


    Date recorded: July 1st, 2021


    Disclosure & sponsorship: at the time of writing, Owen does not have a financial interest in any of the securities or funds mentioned. Adam is a director of Castlerock. The Rask Group Pty Ltd received a fixed fee, set in advance, for Adam to appear on this episode of the podcast.


    Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2349 no     The next ASX takeover is... (A2M or TWE?), plus BNPL - PYPL, AAPL & APT https://bit.ly/aipod2021 In the latest weekly episode of The Australian Investors Podcast hosts Owen Rask and 7Investing's Dr Anirban Mahanti talk about the latest in Buy Now, Pay Later (BNPL), including Apple Inc (NASDAQ: AAPL), PayPal Inc (NASDAQ: PYPL) and Afterpay (ASX: APT). Then Owen makes a bet with Anirban over which ASX company will receive a takeover offer first: Treasury Wine Estates (ASX: TWE) or A2 Milk Company Ltd (ASX: A2M). The duo also talks about emerging markets payments, the space race and more. Recorded: Wednesday, July 14th, 2021 Disclosure: at the time of recording, Rask Australia has recommended shares of PayPal & Apple. Owen owns shares of PayPal & Apple. Please refer to the 7investing.com website for a full list of Anirban's research and disclosures. If you like the show, say g'day to me on Twitter (@owenrask) or Instagram (@owenraskau). I'd like to get your suggestions for future episodes. ***Join 7investing and SAVE on the first month - A “RASK” special*** If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout. To be clear: Rask Australia (our business), nor me (Owen), receive nothing if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon. To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing ***Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners*** To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights. Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 16 Jul 2021 23:25:00 -0000 full 3 31 Rask Anirban & Owen talk the latest in Buy Now, Pay Later (BNPL), including Apple, PayPal and Afterpay (ASX: APT), Treasury Wines (TWE) Vs. a2 Milk (A2M) and takeovers! In the latest weekly episode of The Australian Investors Podcast hosts Owen Rask and 7Investing's Dr Anirban Mahanti talk about the latest in Buy Now, Pay Later (BNPL), including Apple Inc (NASDAQ: AAPL), PayPal Inc (NASDAQ: PYPL) and Afterpay (ASX: APT). Then Owen makes a bet with Anirban over which ASX company will receive a takeover offer first: Treasury Wine Estates (ASX: TWE) or A2 Milk Company Ltd (ASX: A2M). The duo also talks about emerging markets payments, the space race and more. Recorded: Wednesday, July 14th, 2021 Disclosure: at the time of recording, Rask Australia has recommended shares of PayPal & Apple. Owen owns shares of PayPal & Apple. Please refer to the 7investing.com website for a full list of Anirban's research and disclosures. If you like the show, say g'day to me on Twitter (@owenrask) or Instagram (@owenraskau). I'd like to get your suggestions for future episodes. ***Join 7investing and SAVE on the first month - A “RASK” special*** If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout. To be clear: Rask Australia (our business), nor me (Owen), receive nothing if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon. To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing ***Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners*** To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights. Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices In the latest weekly episode of The Australian Investors Podcast hosts Owen Rask and 7Investing's Dr Anirban Mahanti talk about the latest in Buy Now, Pay Later (BNPL), including Apple Inc (NASDAQ: AAPL), PayPal Inc (NASDAQ: PYPL) and Afterpay (ASX: APT).


    Then Owen makes a bet with Anirban over which ASX company will receive a takeover offer first: Treasury Wine Estates (ASX: TWE) or A2 Milk Company Ltd (ASX: A2M).


    The duo also talks about emerging markets payments, the space race and more.


    Recorded: Wednesday, July 14th, 2021


    Disclosure: at the time of recording, Rask Australia has recommended shares of PayPal & Apple. Owen owns shares of PayPal & Apple. Please refer to the 7investing.com website for a full list of Anirban's research and disclosures.


    If you like the show, say g'day to me on Twitter (@owenrask) or Instagram (@owenraskau). I'd like to get your suggestions for future episodes.


    ***Join 7investing and SAVE on the first month - A “RASK” special***


    If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout.


    To be clear: Rask Australia (our business), nor me (Owen), receive nothing if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon.


    To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing


    ***Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners***


    To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount

    Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights.




    Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3601 no     Got MOAT? A look inside the MOAT ETF with VanEck's Damon Gosen https://bit.ly/Australian-Investors-Podcast This episode of The Australian Investors Podcast features Damon Gosen from VanEck Australia. In this shorter episode, Owen Rask and Damon talk about the VanEck Vectors Morningstar Wide Moat ETF (ASX: MOAT) or "MOAT" for short. In short, the MOAT ETF takes Morningstar's analyst MOAT ratings (no moat, narrow, wide) and combines it with analyst valuations to create a portfolio of the most undervalued US companies with defensive business models. Owen and Damon discuss: What are MOATs? How we measure a business moat Where are wide-moat companies found? Valuations & moats MOAT versus traditional quality or multi-factor modelling Portfolio construction & why companies get booted from the MOAT ETF Learn more on Best ETFs: https://www.bestetfs.com.au/report/etf/moat/ Get in contact with Damon: https://www.vaneck.com.au/etf/equity/moat/snapshot/?utm_source=RASK ***Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners*** To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights. Recorded: July 2nd, 2021 More episodes & Owen's research: https://bit.ly/raskresearch Disclosure: at the time of recording, Owen owns shares/units in MOAT. Keep in mind Damon works for VanEck -- the company responsible for the MOAT ETF. Please consider our potential conflicts of interest. Just so you know, neither Owen nor The Rask Group Pty Ltd received any compensation or fees for this podcast interview. INFORMATION WARNING Please note: We'll do our best to disclosure investment positions during the podcast but please note that it might not always be possible, so consider that Owen or guests appearing on the show may have an interest in some of the shares mentioned. In short, always consider the risks of investing and read the Product Disclosure Statement (PDS) before making a decision. This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. You can view our Financial Services Guide (FSG) on the www.rask.com.au/fsg webpage. The information/advice in this podcast does not take into account your needs, goals or objectives, so speak with a licensed and trusted financial adviser before acting on it. Any performance metrics cited in this podcast should be considered hypothetical as the performance may not be accurate at the date you listen to the episode. Past performance is not indicative of future performance. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 14 Jul 2021 05:30:00 -0000 full 3 30 Rask This episode of The Australian Investors Podcast features Damon Gosen from VanEck Australia. In this shorter episode, Owen Rask and Damon talk about the VanEck Vectors Morningstar Wide Moat ETF (ASX: MOAT) or "MOAT" for short. This episode of The Australian Investors Podcast features Damon Gosen from VanEck Australia. In this shorter episode, Owen Rask and Damon talk about the VanEck Vectors Morningstar Wide Moat ETF (ASX: MOAT) or "MOAT" for short. In short, the MOAT ETF takes Morningstar's analyst MOAT ratings (no moat, narrow, wide) and combines it with analyst valuations to create a portfolio of the most undervalued US companies with defensive business models. Owen and Damon discuss: What are MOATs? How we measure a business moat Where are wide-moat companies found? Valuations & moats MOAT versus traditional quality or multi-factor modelling Portfolio construction & why companies get booted from the MOAT ETF Learn more on Best ETFs: https://www.bestetfs.com.au/report/etf/moat/ Get in contact with Damon: https://www.vaneck.com.au/etf/equity/moat/snapshot/?utm_source=RASK ***Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners*** To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights. Recorded: July 2nd, 2021 More episodes & Owen's research: https://bit.ly/raskresearch Disclosure: at the time of recording, Owen owns shares/units in MOAT. Keep in mind Damon works for VanEck -- the company responsible for the MOAT ETF. Please consider our potential conflicts of interest. Just so you know, neither Owen nor The Rask Group Pty Ltd received any compensation or fees for this podcast interview. INFORMATION WARNING Please note: We'll do our best to disclosure investment positions during the podcast but please note that it might not always be possible, so consider that Owen or guests appearing on the show may have an interest in some of the shares mentioned. In short, always consider the risks of investing and read the Product Disclosure Statement (PDS) before making a decision. This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. You can view our Financial Services Guide (FSG) on the www.rask.com.au/fsg webpage. The information/advice in this podcast does not take into account your needs, goals or objectives, so speak with a licensed and trusted financial adviser before acting on it. Any performance metrics cited in this podcast should be considered hypothetical as the performance may not be accurate at the date you listen to the episode. Past performance is not indicative of future performance. Learn more about your ad choices. Visit megaphone.fm/adchoices This episode of The Australian Investors Podcast features Damon Gosen from VanEck Australia. In this shorter episode, Owen Rask and Damon talk about the VanEck Vectors Morningstar Wide Moat ETF (ASX: MOAT) or "MOAT" for short.


    In short, the MOAT ETF takes Morningstar's analyst MOAT ratings (no moat, narrow, wide) and combines it with analyst valuations to create a portfolio of the most undervalued US companies with defensive business models.


    Owen and Damon discuss:

    • What are MOATs?
    • How we measure a business moat
    • Where are wide-moat companies found?
    • Valuations & moats
    • MOAT versus traditional quality or multi-factor modelling
    • Portfolio construction & why companies get booted from the MOAT ETF


    Learn more on Best ETFs: https://www.bestetfs.com.au/report/etf/moat/

    Get in contact with Damon: https://www.vaneck.com.au/etf/equity/moat/snapshot/?utm_source=RASK


    ***Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners***

    To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount


    Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights.



    Recorded: July 2nd, 2021


    More episodes & Owen's research: https://bit.ly/raskresearch


    Disclosure: at the time of recording, Owen owns shares/units in MOAT. Keep in mind Damon works for VanEck -- the company responsible for the MOAT ETF. Please consider our potential conflicts of interest. Just so you know, neither Owen nor The Rask Group Pty Ltd received any compensation or fees for this podcast interview.


    INFORMATION WARNING


    Please note: We'll do our best to disclosure investment positions during the podcast but please note that it might not always be possible, so consider that Owen or guests appearing on the show may have an interest in some of the shares mentioned. In short, always consider the risks of investing and read the Product Disclosure Statement (PDS) before making a decision.


    This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. You can view our Financial Services Guide (FSG) on the www.rask.com.au/fsg webpage. The information/advice in this podcast does not take into account your needs, goals or objectives, so speak with a licensed and trusted financial adviser before acting on it. Any performance metrics cited in this podcast should be considered hypothetical as the performance may not be accurate at the date you listen to the episode. Past performance is not indicative of future performance.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1600 no     Rates, Mortgages, ASX takeovers (SYD, ALU) & 3 stocks to watch https://bit.ly/aipod2021 In the latest weekly episode of The Australian Investors Podcast hosts Owen Rask and 7Investing's Dr Anirban Mahanti talk about two of the ASX's highest-profile takeovers in recent times: Altium Ltd's (ASX: ALU) takeover proposal from AutoDesk Inc; and the Sydney Airport (ASX: SYD) offer from a private consortium of buyers. Owen & Anirban also talk interest rates and mortgages, including why they locked in rates on their home loans. Finally, the investors dive into 3 company/stock ideas for your watchlist: Paycom Software (NYSE: PAYC), Laserbond (ASX: LBL) and Cleanspace (ASX: CSX). Recorded: Thursday, July 8th, 2021 Disclosure: at the time of recording, Rask Australia has recommended shares of Altium and Laserbond. Owen owns shares of Altium. Anirban owns shares of Paycom. Please refer to the 7investing.com website for a full list of Anirban's research and disclosures. ~~~ LOVE IT OR HATE IT? ~~~ If you like the show, say g'day to me on Twitter (@owenrask) or Instagram (@owenraskau). I'd like to get your suggestions for future episodes. ***Join 7investing for just $7 for the first month - A “RASK” special*** If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout. To be clear: Rask Australia (our business), nor me (Owen), receive nothing if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon. To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing ***Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners*** To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights. Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 09 Jul 2021 21:00:00 -0000 full 3 29 Rask 7investing's Dr Anirban Mahanti and Owen Rask are back to talk ASX takeovers, 3 growth stocks and when to lock in a mortgage interest rate. In the latest weekly episode of The Australian Investors Podcast hosts Owen Rask and 7Investing's Dr Anirban Mahanti talk about two of the ASX's highest-profile takeovers in recent times: Altium Ltd's (ASX: ALU) takeover proposal from AutoDesk Inc; and the Sydney Airport (ASX: SYD) offer from a private consortium of buyers. Owen & Anirban also talk interest rates and mortgages, including why they locked in rates on their home loans. Finally, the investors dive into 3 company/stock ideas for your watchlist: Paycom Software (NYSE: PAYC), Laserbond (ASX: LBL) and Cleanspace (ASX: CSX). Recorded: Thursday, July 8th, 2021 Disclosure: at the time of recording, Rask Australia has recommended shares of Altium and Laserbond. Owen owns shares of Altium. Anirban owns shares of Paycom. Please refer to the 7investing.com website for a full list of Anirban's research and disclosures. ~~~ LOVE IT OR HATE IT? ~~~ If you like the show, say g'day to me on Twitter (@owenrask) or Instagram (@owenraskau). I'd like to get your suggestions for future episodes. ***Join 7investing for just $7 for the first month - A “RASK” special*** If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout. To be clear: Rask Australia (our business), nor me (Owen), receive nothing if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon. To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing ***Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners*** To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights. Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices In the latest weekly episode of The Australian Investors Podcast hosts Owen Rask and 7Investing's Dr Anirban Mahanti talk about two of the ASX's highest-profile takeovers in recent times: Altium Ltd's (ASX: ALU) takeover proposal from AutoDesk Inc; and the Sydney Airport (ASX: SYD) offer from a private consortium of buyers.


    Owen & Anirban also talk interest rates and mortgages, including why they locked in rates on their home loans.


    Finally, the investors dive into 3 company/stock ideas for your watchlist: Paycom Software (NYSE: PAYC), Laserbond (ASX: LBL) and Cleanspace (ASX: CSX).


    Recorded: Thursday, July 8th, 2021


    Disclosure: at the time of recording, Rask Australia has recommended shares of Altium and Laserbond. Owen owns shares of Altium. Anirban owns shares of Paycom. Please refer to the 7investing.com website for a full list of Anirban's research and disclosures.


    ~~~ LOVE IT OR HATE IT? ~~~


    If you like the show, say g'day to me on Twitter (@owenrask) or Instagram (@owenraskau). I'd like to get your suggestions for future episodes.


    ***Join 7investing for just $7 for the first month - A “RASK” special***

    If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout.


    To be clear: Rask Australia (our business), nor me (Owen), receive nothing if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon.


    To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing


    ***Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners***

    To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount


    Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights.




    Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3388 no     Getting to know L'Oreal SA (EPA: OR) stock, with Aoris' Stephen Arnold, CFA https://bit.ly/Australian-Investors-Podcast In the episode of The Australian Investors Podcast Owen Rask chats to Aoris Portfolio Manager and founder, Stephen Arnold, CFA, about a stock he has held in his portfolio since inception: L'Oreal SA (EPA: OR). Chances are, you know L'Oreal SA from the television, billboards, salon, shopping centres (or even in your bathroom at home). Stephen makes his strong case for why this 100+ year-old company is still packed with market-beating potential. Show notes: Aoris - view the full portfolio Recorded: June 25, 2021 More episodes & Owen's research: https://bit.ly/raskresearch INFORMATION WARNING Please note: We'll do our best to disclosure investment positions during the podcast but please note that it might not always be possible, so consider that Owen or guests appearing on the show may have an interest in some of the shares mentioned. In short, always consider the risks of investing and read the Product Disclosure Statement (PDS) before making a decision. This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. You can view our Financial Services Guide (FSG) on the www.rask.com.au/fsg webpage. The information/advice in this podcast does not take into account your needs, goals or objectives, so speak with a licensed and trusted financial adviser before acting on it. Any performance metrics cited in this podcast should be considered hypothetical as the performance may not be accurate at the date you listen to the episode. Past performance is not indicative of future performance. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 07 Jul 2021 05:00:00 -0000 full 3 28 Rask In the episode of The Australian Investors Podcast Owen Rask chats to Aoris Portfolio Manager and founder, Stephen Arnold, CFA, about a stock he has held in his portfolio since inception: L'Oreal SA (EPA: OR). In the episode of The Australian Investors Podcast Owen Rask chats to Aoris Portfolio Manager and founder, Stephen Arnold, CFA, about a stock he has held in his portfolio since inception: L'Oreal SA (EPA: OR). Chances are, you know L'Oreal SA from the television, billboards, salon, shopping centres (or even in your bathroom at home). Stephen makes his strong case for why this 100+ year-old company is still packed with market-beating potential. Show notes: Aoris - view the full portfolio Recorded: June 25, 2021 More episodes & Owen's research: https://bit.ly/raskresearch INFORMATION WARNING Please note: We'll do our best to disclosure investment positions during the podcast but please note that it might not always be possible, so consider that Owen or guests appearing on the show may have an interest in some of the shares mentioned. In short, always consider the risks of investing and read the Product Disclosure Statement (PDS) before making a decision. This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. You can view our Financial Services Guide (FSG) on the www.rask.com.au/fsg webpage. The information/advice in this podcast does not take into account your needs, goals or objectives, so speak with a licensed and trusted financial adviser before acting on it. Any performance metrics cited in this podcast should be considered hypothetical as the performance may not be accurate at the date you listen to the episode. Past performance is not indicative of future performance. Learn more about your ad choices. Visit megaphone.fm/adchoices In the episode of The Australian Investors Podcast Owen Rask chats to Aoris Portfolio Manager and founder, Stephen Arnold, CFA, about a stock he has held in his portfolio since inception: L'Oreal SA (EPA: OR).


    Chances are, you know L'Oreal SA from the television, billboards, salon, shopping centres (or even in your bathroom at home). Stephen makes his strong case for why this 100+ year-old company is still packed with market-beating potential.


    Show notes:


    Recorded: June 25, 2021


    More episodes & Owen's research: https://bit.ly/raskresearch


    INFORMATION WARNING


    Please note: We'll do our best to disclosure investment positions during the podcast but please note that it might not always be possible, so consider that Owen or guests appearing on the show may have an interest in some of the shares mentioned. In short, always consider the risks of investing and read the Product Disclosure Statement (PDS) before making a decision.


    This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. You can view our Financial Services Guide (FSG) on the www.rask.com.au/fsg webpage. The information/advice in this podcast does not take into account your needs, goals or objectives, so speak with a licensed and trusted financial adviser before acting on it. Any performance metrics cited in this podcast should be considered hypothetical as the performance may not be accurate at the date you listen to the episode. Past performance is not indicative of future performance.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1726 no     Meet my new co-host, inflation vs. valuation, Nuix, putting a price on Tesla & 2 ASX stories https://bit.ly/aipod2021 The Australian Investors Podcast has a new co-host, Dr. Anirban Mahanti of 7Investing! Anirban and I -- Owen here -- decided to come together and host a weekly chat about markets, stock ideas, strategies and more. Going forward, all Australian Investors Podcast listeners will get: Long-form interview with a specialist: fund manager, analyst, CEO, or other experts A laid-back conversation with Anirban and myself If you like the new format, say g'day on Twitter (@owenrask). Join 7investing for just $7 for the first month - A “RASK” special If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout. To be clear: Rask Australia (our business), nor me (Owen), receive nothing if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon. To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing If you join 7investing, let me what you think on Twitter: https://www.twitter.com/owenrask Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 05 Jul 2021 05:00:00 -0000 full 3 27 Rask The Australian Investors Podcast has a new weekly co-host, Dr. Anirban Mahanti of 7Investing! Going forward we'll publish two episodes each week: one with Anirban and Owen, plus another specialist interview episode. The Australian Investors Podcast has a new co-host, Dr. Anirban Mahanti of 7Investing! Anirban and I -- Owen here -- decided to come together and host a weekly chat about markets, stock ideas, strategies and more. Going forward, all Australian Investors Podcast listeners will get: Long-form interview with a specialist: fund manager, analyst, CEO, or other experts A laid-back conversation with Anirban and myself If you like the new format, say g'day on Twitter (@owenrask). Join 7investing for just $7 for the first month - A “RASK” special If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout. To be clear: Rask Australia (our business), nor me (Owen), receive nothing if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon. To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing If you join 7investing, let me what you think on Twitter: https://www.twitter.com/owenrask Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices The Australian Investors Podcast has a new co-host, Dr. Anirban Mahanti of 7Investing!


    Anirban and I -- Owen here -- decided to come together and host a weekly chat about markets, stock ideas, strategies and more.


    Going forward, all Australian Investors Podcast listeners will get:

    1. Long-form interview with a specialist: fund manager, analyst, CEO, or other experts
    2. A laid-back conversation with Anirban and myself


    If you like the new format, say g'day on Twitter (@owenrask).


    Join 7investing for just $7 for the first month - A “RASK” special

    If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout.


    To be clear: Rask Australia (our business), nor me (Owen), receive nothing if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon.


    To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing


    If you join 7investing, let me what you think on Twitter: https://www.twitter.com/owenrask


    Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3180 no     Tractor Supply Company (NASDAQ: TSCO) stock ft. Aoris' Delian Entchev https://bit.ly/Australian-Investors-Podcast In the episode of The Australian Investors Podcast investor and series host, Owen Rask, talks with Aoris' Delian Entchev about what seems to be a boring 'tractor' company called Tractor Supply Company (NASDAQ: TSCO). But take it from us: this episode is anything but boring. Delian explains, in clear language, the opportunity in front of investors with Tractor Supply, the USA's largest retail store for hobby farmers and enthusiasts. Tractor supply is 10x larger than its nearest competitor yet is still growing thanks to some savvy management and an intense focus on customers and culture. Show notes: Aoris - view the full portfolio Recorded: June 25, 2021 More episodes & Owen's research: https://bit.ly/raskresearch INFORMATION WARNING Please note: We'll do our best to disclosure investment positions during the podcast but please note that it might not always be possible, so consider that Owen or guests appearing on the show may have an interest in some of the shares mentioned. In short, always consider the risks of investing and read the Product Disclosure Statement (PDS) before making a decision. This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. You can view our Financial Services Guide (FSG) on the www.rask.com.au/fsg webpage. The information/advice in this podcast does not take into account your needs, goals or objectives, so speak with a licensed and trusted financial adviser before acting on it. Any performance metrics cited in this podcast should be considered hypothetical as the performance may not be accurate at the date you listen to the episode. Past performance is not indicative of future performance. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 01 Jul 2021 21:30:00 -0000 full 3 26 Rask In the episode of The Australian Investors Podcast investor and series host Owen Rask talks with Aoris' Delian Entchev about what seem to be a boring 'tractor' company call Tractor Supply Company (NASDAQ: TSCO). But take it from us: this episode is anything but boring. In the episode of The Australian Investors Podcast investor and series host, Owen Rask, talks with Aoris' Delian Entchev about what seems to be a boring 'tractor' company called Tractor Supply Company (NASDAQ: TSCO). But take it from us: this episode is anything but boring. Delian explains, in clear language, the opportunity in front of investors with Tractor Supply, the USA's largest retail store for hobby farmers and enthusiasts. Tractor supply is 10x larger than its nearest competitor yet is still growing thanks to some savvy management and an intense focus on customers and culture. Show notes: Aoris - view the full portfolio Recorded: June 25, 2021 More episodes & Owen's research: https://bit.ly/raskresearch INFORMATION WARNING Please note: We'll do our best to disclosure investment positions during the podcast but please note that it might not always be possible, so consider that Owen or guests appearing on the show may have an interest in some of the shares mentioned. In short, always consider the risks of investing and read the Product Disclosure Statement (PDS) before making a decision. This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. You can view our Financial Services Guide (FSG) on the www.rask.com.au/fsg webpage. The information/advice in this podcast does not take into account your needs, goals or objectives, so speak with a licensed and trusted financial adviser before acting on it. Any performance metrics cited in this podcast should be considered hypothetical as the performance may not be accurate at the date you listen to the episode. Past performance is not indicative of future performance. Learn more about your ad choices. Visit megaphone.fm/adchoices In the episode of The Australian Investors Podcast investor and series host, Owen Rask, talks with Aoris' Delian Entchev about what seems to be a boring 'tractor' company called Tractor Supply Company (NASDAQ: TSCO). But take it from us: this episode is anything but boring.


    Delian explains, in clear language, the opportunity in front of investors with Tractor Supply, the USA's largest retail store for hobby farmers and enthusiasts. Tractor supply is 10x larger than its nearest competitor yet is still growing thanks to some savvy management and an intense focus on customers and culture.


    Show notes:


    Recorded: June 25, 2021


    More episodes & Owen's research: https://bit.ly/raskresearch


    INFORMATION WARNING


    Please note: We'll do our best to disclosure investment positions during the podcast but please note that it might not always be possible, so consider that Owen or guests appearing on the show may have an interest in some of the shares mentioned. In short, always consider the risks of investing and read the Product Disclosure Statement (PDS) before making a decision.


    This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. You can view our Financial Services Guide (FSG) on the www.rask.com.au/fsg webpage. The information/advice in this podcast does not take into account your needs, goals or objectives, so speak with a licensed and trusted financial adviser before acting on it. Any performance metrics cited in this podcast should be considered hypothetical as the performance may not be accurate at the date you listen to the episode. Past performance is not indicative of future performance.


    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1673 no     Healthcare Vs. Biotech & the CURE ETF | Stock Pitch with Kanish Chugh https://bit.ly/Australian-Investors-Podcast This Australian Investors Podcast episode features Kanish Chugh from ETF Securities. In this short conversation, Owen and Kanish talk about the global healthcare and biotechnology thematic, including the ETF Securities' CURE ETF (ASX: CURE) and key companies operating in the sector. This chat is designed to be easy listening and help you get some ideas on your watchlist. It's just a short episode from Rask to see us into the new financial year before we step it up a gear. To learn more about the CURE ETF, follow this link: https://bit.ly/cure-aip View more episodes: https://bit.ly/Australian-Investors-Podcast Episode recorded: May 26th, 2021 INFORMATION WARNING Please note: ETF Securities is the issuer of CURE ETF, and guests appearing on the show may have an interest in some of the shares mentioned. Kanish works for ETF Securities. In short, always consider the risks of investing and read the Product Disclosure Statement (PDS). This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. You can view our Financial Services Guide (FSG) on the www.rask.com.au/fsg webpage. The information/advice in this podcast does not take into account your needs, goals or objectives, so speak with a licensed and trusted financial adviser before acting on it. Any performance metrics cited in this podcast should be considered hypothetical as the performance may not be accurate at the date you listen to the episode. Past performance is not indicative of future performance. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 30 Jun 2021 05:28:00 -0000 full 3 25 Rask This Australian Investors Podcast episode features Kanish Chugh from ETF Securities. Owen and Kanish talk biotechnology, the opportunity post COVID, the DaVinci machine, and more. This Australian Investors Podcast episode features Kanish Chugh from ETF Securities. In this short conversation, Owen and Kanish talk about the global healthcare and biotechnology thematic, including the ETF Securities' CURE ETF (ASX: CURE) and key companies operating in the sector. This chat is designed to be easy listening and help you get some ideas on your watchlist. It's just a short episode from Rask to see us into the new financial year before we step it up a gear. To learn more about the CURE ETF, follow this link: https://bit.ly/cure-aip View more episodes: https://bit.ly/Australian-Investors-Podcast Episode recorded: May 26th, 2021 INFORMATION WARNING Please note: ETF Securities is the issuer of CURE ETF, and guests appearing on the show may have an interest in some of the shares mentioned. Kanish works for ETF Securities. In short, always consider the risks of investing and read the Product Disclosure Statement (PDS). This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. You can view our Financial Services Guide (FSG) on the www.rask.com.au/fsg webpage. The information/advice in this podcast does not take into account your needs, goals or objectives, so speak with a licensed and trusted financial adviser before acting on it. Any performance metrics cited in this podcast should be considered hypothetical as the performance may not be accurate at the date you listen to the episode. Past performance is not indicative of future performance. Learn more about your ad choices. Visit megaphone.fm/adchoices This Australian Investors Podcast episode features Kanish Chugh from ETF Securities. In this short conversation, Owen and Kanish talk about the global healthcare and biotechnology thematic, including the ETF Securities' CURE ETF (ASX: CURE) and key companies operating in the sector.


    This chat is designed to be easy listening and help you get some ideas on your watchlist. It's just a short episode from Rask to see us into the new financial year before we step it up a gear.


    To learn more about the CURE ETF, follow this link: https://bit.ly/cure-aip


    View more episodes: https://bit.ly/Australian-Investors-Podcast


    Episode recorded: May 26th, 2021


    INFORMATION WARNING


    Please note: ETF Securities is the issuer of CURE ETF, and guests appearing on the show may have an interest in some of the shares mentioned. Kanish works for ETF Securities. In short, always consider the risks of investing and read the Product Disclosure Statement (PDS).


    This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. You can view our Financial Services Guide (FSG) on the www.rask.com.au/fsg webpage. The information/advice in this podcast does not take into account your needs, goals or objectives, so speak with a licensed and trusted financial adviser before acting on it. Any performance metrics cited in this podcast should be considered hypothetical as the performance may not be accurate at the date you listen to the episode. Past performance is not indicative of future performance.


    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1555 no     Investing in Asia: 5 clusters & 3 stocks to watch, with Sunny Bangia https://bit.ly/Australian-Investors-Podcast In this episode of The Australian Investors Podcast, I chat with Sunny Bangia, Portfolio Manager of the Antipodes Asia Fund. Sunny shares his story and unique insights into how to invest in Asia, the reasons why you would choose Asian technology or consumption plays over, say, US technology. Sunny also shares the names of three companies he is really excited about -- Taiwan Semi-Conductor (TSMC), Meituan and Longi Green Energy. These three companies fall within Sunny's 5 key research clusters. The discussion about the Chinese market opportunity started around 14-15 minutes into the conversation. Topics covered: @14min - The Chinese market opportunity and consumption story @20min - How is the China opportunity different to the North American opportunity? @29min Meituan - the Uber of China? @38min Taiwan Semi (TSMC) @48min Longi Green Energy View more episodes: https://bit.ly/Australian-Investors-Podcast Episode recorded: June 15th, 2021 INFORMATION WARNING Please note: Owen or guests appearing on the show may have an interest in some of the shares mentioned. For example, Owen owns shares of Alphabet/Google and Apple. In short, always consider the risks of investing and read the Product Disclosure Statement (PDS). This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. You can view our Financial Services Guide (FSG) on the www.rask.com.au/fsg webpage. The information/advice in this podcast does not take into account your needs, goals or objectives, so speak with a licensed and trusted financial adviser before acting on it. Any performance metrics cited in this podcast should be considered hypothetical as the performance may not be accurate at the date you listen to the episode. Past performance is not indicative of future performance. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 23 Jun 2021 05:39:00 -0000 full 3 24 Rask In this episode of The Australian Investors Podcast, I chat with Sunny Bangia, Portfolio Manager of the Antipodes Asia Fund. In this episode of The Australian Investors Podcast, I chat with Sunny Bangia, Portfolio Manager of the Antipodes Asia Fund. Sunny shares his story and unique insights into how to invest in Asia, the reasons why you would choose Asian technology or consumption plays over, say, US technology. Sunny also shares the names of three companies he is really excited about -- Taiwan Semi-Conductor (TSMC), Meituan and Longi Green Energy. These three companies fall within Sunny's 5 key research clusters. The discussion about the Chinese market opportunity started around 14-15 minutes into the conversation. Topics covered: @14min - The Chinese market opportunity and consumption story @20min - How is the China opportunity different to the North American opportunity? @29min Meituan - the Uber of China? @38min Taiwan Semi (TSMC) @48min Longi Green Energy View more episodes: https://bit.ly/Australian-Investors-Podcast Episode recorded: June 15th, 2021 INFORMATION WARNING Please note: Owen or guests appearing on the show may have an interest in some of the shares mentioned. For example, Owen owns shares of Alphabet/Google and Apple. In short, always consider the risks of investing and read the Product Disclosure Statement (PDS). This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. You can view our Financial Services Guide (FSG) on the www.rask.com.au/fsg webpage. The information/advice in this podcast does not take into account your needs, goals or objectives, so speak with a licensed and trusted financial adviser before acting on it. Any performance metrics cited in this podcast should be considered hypothetical as the performance may not be accurate at the date you listen to the episode. Past performance is not indicative of future performance. Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of The Australian Investors Podcast, I chat with Sunny Bangia, Portfolio Manager of the Antipodes Asia Fund.


    Sunny shares his story and unique insights into how to invest in Asia, the reasons why you would choose Asian technology or consumption plays over, say, US technology.


    Sunny also shares the names of three companies he is really excited about -- Taiwan Semi-Conductor (TSMC), Meituan and Longi Green Energy. These three companies fall within Sunny's 5 key research clusters.


    The discussion about the Chinese market opportunity started around 14-15 minutes into the conversation.


    Topics covered:

    @14min - The Chinese market opportunity and consumption story

    @20min - How is the China opportunity different to the North American opportunity?

    @29min Meituan - the Uber of China?

    @38min Taiwan Semi (TSMC)

    @48min Longi Green Energy



    View more episodes: https://bit.ly/Australian-Investors-Podcast


    Episode recorded: June 15th, 2021


    INFORMATION WARNING


    Please note: Owen or guests appearing on the show may have an interest in some of the shares mentioned. For example, Owen owns shares of Alphabet/Google and Apple. In short, always consider the risks of investing and read the Product Disclosure Statement (PDS).


    This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. You can view our Financial Services Guide (FSG) on the www.rask.com.au/fsg webpage. The information/advice in this podcast does not take into account your needs, goals or objectives, so speak with a licensed and trusted financial adviser before acting on it. Any performance metrics cited in this podcast should be considered hypothetical as the performance may not be accurate at the date you listen to the episode. Past performance is not indicative of future performance.


    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3491 no     Robotics & the ROBO ETF: A short chat with Kanish Chugh https://bit.ly/Australian-Investors-Podcast This Australian Investors Podcast episode features Kanish Chugh from ETF Securities. In this short conversation, Owen and Kanish talk about the Robotics & Automation thematic, ETF Securities' ROBO ETF (ASX: ROBO) and key companies operating in the sector. This chat is designed to be easy listening and help you get some ideas on your watchlist. To learn more about the ROBO ETF, follow this link: http://bit.ly/aip-robo View more episodes: https://bit.ly/Australian-Investors-Podcast Episode recorded: May 26th, 2021 INFORMATION WARNING Please note: ETF Securities is the issuer of ROBO ETF, and guests appearing on the show may have an interest in some of the shares mentioned. For example, Owen owns shares of Altium; Kanish works for ETF Securities. In short, always consider the risks of investing and read the Product Disclosure Statement (PDS). This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. You can view our Financial Services Guide (FSG) on the www.rask.com.au/fsg webpage. The information/advice in this podcast does not take into account your needs, goals or objectives, so speak with a licensed and trusted financial adviser before acting on it. Any performance metrics cited in this podcast should be considered hypothetical as the performance may not be accurate at the date you listen to the episode. Past performance is not indicative of future performance. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 16 Jun 2021 07:38:00 -0000 full 3 23 Rask In this short conversation, Owen and Kanish talk about the Robotics & Automation thematic, ETF Securities' ROBO ETF (ASX: ROBO) and key companies operating in the sector. This Australian Investors Podcast episode features Kanish Chugh from ETF Securities. In this short conversation, Owen and Kanish talk about the Robotics & Automation thematic, ETF Securities' ROBO ETF (ASX: ROBO) and key companies operating in the sector. This chat is designed to be easy listening and help you get some ideas on your watchlist. To learn more about the ROBO ETF, follow this link: http://bit.ly/aip-robo View more episodes: https://bit.ly/Australian-Investors-Podcast Episode recorded: May 26th, 2021 INFORMATION WARNING Please note: ETF Securities is the issuer of ROBO ETF, and guests appearing on the show may have an interest in some of the shares mentioned. For example, Owen owns shares of Altium; Kanish works for ETF Securities. In short, always consider the risks of investing and read the Product Disclosure Statement (PDS). This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. You can view our Financial Services Guide (FSG) on the www.rask.com.au/fsg webpage. The information/advice in this podcast does not take into account your needs, goals or objectives, so speak with a licensed and trusted financial adviser before acting on it. Any performance metrics cited in this podcast should be considered hypothetical as the performance may not be accurate at the date you listen to the episode. Past performance is not indicative of future performance. Learn more about your ad choices. Visit megaphone.fm/adchoices This Australian Investors Podcast episode features Kanish Chugh from ETF Securities. In this short conversation, Owen and Kanish talk about the Robotics & Automation thematic, ETF Securities' ROBO ETF (ASX: ROBO) and key companies operating in the sector.


    This chat is designed to be easy listening and help you get some ideas on your watchlist.


    To learn more about the ROBO ETF, follow this link: http://bit.ly/aip-robo


    View more episodes: https://bit.ly/Australian-Investors-Podcast


    Episode recorded: May 26th, 2021


    INFORMATION WARNING


    Please note: ETF Securities is the issuer of ROBO ETF, and guests appearing on the show may have an interest in some of the shares mentioned. For example, Owen owns shares of Altium; Kanish works for ETF Securities. In short, always consider the risks of investing and read the Product Disclosure Statement (PDS).


    This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. You can view our Financial Services Guide (FSG) on the www.rask.com.au/fsg webpage. The information/advice in this podcast does not take into account your needs, goals or objectives, so speak with a licensed and trusted financial adviser before acting on it. Any performance metrics cited in this podcast should be considered hypothetical as the performance may not be accurate at the date you listen to the episode. Past performance is not indicative of future performance.



    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1863 no     How COVID changed property, ft. Amy Lunardi & Chris Bates [FREE COURSE] http://bit.ly/prop-aip This special property episode of The Australian Investors Podcast features Chris Bates from Wealthful and Amy Lunardi from Amy Lunardi Property. *** ENROL NOW: http://bit.ly/prop-aip *** Chris Bates is an extremely experienced mortgage broker, based out of Sydney, and Amy Lunardi is one of Australia’s highly sought after Buyers Agents/Advocates, based out of Melbourne. This episode is special because it came as a result of Chris, Amy and myself (Owen Rask) working tirelessly to help thousands of Aussies (and Kiwis!) understand how to buy and invest in property. These two property heavyweights helped me and the Rask team publish the Rask Property 101 course, available for FREE(!) on Rask Education. The course is FREE and insightful, a bit of fun and comes with heaps of free resources: 100% free Fully online with quizzes 15+ HD/4K video tutorials 6 PDF workbooks and downloads *** ENROL NOW: http://bit.ly/prop-aip *** Is the Rask Property course not for you? Share the following link with a friend or family member. Property COURSE: http://bit.ly/prop-aip Special note from Owen: This course could save you, or a loved one, tens or even hundreds of thousands of dollars by avoiding buying a lemon, getting a crap mortgage, getting sucked in by dodgy estate agents and so much more. I imagine that buying 1 bad property (especially property #1) could set an investor’s wealth creation goals back a decade! CONTACT AMY: https://bit.ly/lunardiprop CONTACT CHRIS: https://bit.ly/wealthful-prop Thanks for supporting Rask to help the world invest, better. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 09 Jun 2021 05:00:00 -0000 full 3 22 Rask This special property episode of The Australian Investors Podcast features Chris Bates from Wealthful and Amy Lunardi from Amy Lunardi Property. This special property episode of The Australian Investors Podcast features Chris Bates from Wealthful and Amy Lunardi from Amy Lunardi Property. *** ENROL NOW: http://bit.ly/prop-aip *** Chris Bates is an extremely experienced mortgage broker, based out of Sydney, and Amy Lunardi is one of Australia’s highly sought after Buyers Agents/Advocates, based out of Melbourne. This episode is special because it came as a result of Chris, Amy and myself (Owen Rask) working tirelessly to help thousands of Aussies (and Kiwis!) understand how to buy and invest in property. These two property heavyweights helped me and the Rask team publish the Rask Property 101 course, available for FREE(!) on Rask Education. The course is FREE and insightful, a bit of fun and comes with heaps of free resources: 100% free Fully online with quizzes 15+ HD/4K video tutorials 6 PDF workbooks and downloads *** ENROL NOW: http://bit.ly/prop-aip *** Is the Rask Property course not for you? Share the following link with a friend or family member. Property COURSE: http://bit.ly/prop-aip Special note from Owen: This course could save you, or a loved one, tens or even hundreds of thousands of dollars by avoiding buying a lemon, getting a crap mortgage, getting sucked in by dodgy estate agents and so much more. I imagine that buying 1 bad property (especially property #1) could set an investor’s wealth creation goals back a decade! CONTACT AMY: https://bit.ly/lunardiprop CONTACT CHRIS: https://bit.ly/wealthful-prop Thanks for supporting Rask to help the world invest, better. Learn more about your ad choices. Visit megaphone.fm/adchoices This special property episode of The Australian Investors Podcast features Chris Bates from Wealthful and Amy Lunardi from Amy Lunardi Property.


    *** ENROL NOW: http://bit.ly/prop-aip ***


    Chris Bates is an extremely experienced mortgage broker, based out of Sydney, and Amy Lunardi is one of Australia’s highly sought after Buyers Agents/Advocates, based out of Melbourne.


    This episode is special because it came as a result of Chris, Amy and myself (Owen Rask) working tirelessly to help thousands of Aussies (and Kiwis!) understand how to buy and invest in property.


    These two property heavyweights helped me and the Rask team publish the Rask Property 101 course, available for FREE(!) on Rask Education.


    The course is FREE and insightful, a bit of fun and comes with heaps of free resources:

    • 100% free
    • Fully online with quizzes
    • 15+ HD/4K video tutorials
    • 6 PDF workbooks and downloads


    *** ENROL NOW: http://bit.ly/prop-aip ***


    Is the Rask Property course not for you? Share the following link with a friend or family member.


    Property COURSE: http://bit.ly/prop-aip


    Special note from Owen: This course could save you, or a loved one, tens or even hundreds of thousands of dollars by avoiding buying a lemon, getting a crap mortgage, getting sucked in by dodgy estate agents and so much more. I imagine that buying 1 bad property (especially property #1) could set an investor’s wealth creation goals back a decade!


    CONTACT AMY: https://bit.ly/lunardiprop


    CONTACT CHRIS: https://bit.ly/wealthful-prop



    Thanks for supporting Rask to help the world invest, better.




    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2801 no     Absolute return ASX investing ft. Simon Shields, CFA https://bit.ly/aipod2021 In this episode, Owen Rask from The Australian Investors Podcast speaks with ASX investor Simon Shields, CFA. Simon is the co-founder of Monash Investors. Simon’s aim is to use an absolute return strategy to generate double-digit returns from Australian ASX shares/equities. In our chat, Simon tells us how he and his team find compelling ASX stocks to buy, the common causes of mispricing for investors to exploit, why catalysts are important, and so on. I hope you enjoy this conversation with Simon Shields from Monash Investors. Like the pod? Say g'day to me on Twitter: https://www.twitter.com/owenrask *** FULL SHOW NOTES: https://bit.ly/aipod2021 *** Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 02 Jun 2021 05:00:00 -0000 full 3 21 Rask In this episode, Owen Rask from The Australian Investors Podcast speaks with ASX investor Simon Shields, CFA about his absolute return philosophy. In this episode, Owen Rask from The Australian Investors Podcast speaks with ASX investor Simon Shields, CFA. Simon is the co-founder of Monash Investors. Simon’s aim is to use an absolute return strategy to generate double-digit returns from Australian ASX shares/equities. In our chat, Simon tells us how he and his team find compelling ASX stocks to buy, the common causes of mispricing for investors to exploit, why catalysts are important, and so on. I hope you enjoy this conversation with Simon Shields from Monash Investors. Like the pod? Say g'day to me on Twitter: https://www.twitter.com/owenrask *** FULL SHOW NOTES: https://bit.ly/aipod2021 *** Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode, Owen Rask from The Australian Investors Podcast speaks with ASX investor Simon Shields, CFA.


    Simon is the co-founder of Monash Investors. Simon’s aim is to use an absolute return strategy to generate double-digit returns from Australian ASX shares/equities.


    In our chat, Simon tells us how he and his team find compelling ASX stocks to buy, the common causes of mispricing for investors to exploit, why catalysts are important, and so on.


    I hope you enjoy this conversation with Simon Shields from Monash Investors.


    Like the pod? Say g'day to me on Twitter: https://www.twitter.com/owenrask


    *** FULL SHOW NOTES: https://bit.ly/aipod2021 ***


    Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2932 no     Investing in innovation | Simon Erickson, Founder of 7Investing https://bit.ly/aipod2021 In this Australian Investors Podcast, Simon Erickson from 7investing walks us through his journey, including his process for investing in high growth companies/stocks, innovative technology companies and the future of emerging industries like personalised medicine and machine learning inference. Simon Erickson’s backstory is different to most professional investors. He studied chemical engineering, then worked in sales, then technology ventures and spent many years at The Motley Fool, finding high growth companies. Not too long ago Simon started 7investing, a unique platform offering market-beating investing insights and stock reports to investors eager to buy tomorrow’s most innovative companies, today. Simon has surrounded himself with a first-class team of technologists and investors at 7investing, including Dr Anirban Mahanti, who has appeared on The Australian Investors Podcast once before. I — Owen — was so thrilled to know Simon would be joining me on The Australian Investors Podcast, all the way from Houston, Texas; to share his insights on: How he finds innovative companies If his engineering background offers him unique insights into modern technologies How he builds a team, and what he looks for in the management teams he invests alongside 2 industries he is very excited to invest in right now Join 7investing for just $7 for the first month - A “RASK” special If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout. To be clear: Rask Australia (our business), nor me (Owen), receive nothing if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights and… run by Simon. To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing If you join 7investing, let me what you think on Twitter: https://www.twitter.com/owenrask Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 26 May 2021 05:00:00 -0000 full 3 19 Rask Simon Erickson is one of my favourite hypergrowth investors and now leads the team at 7Investing. In this Australian Investors Podcast, Simon Erickson from 7investing walks us through his journey, including his process for investing in high growth companies/stocks, innovative technology companies and the future of emerging industries like personalised medicine and machine learning inference. Simon Erickson’s backstory is different to most professional investors. He studied chemical engineering, then worked in sales, then technology ventures and spent many years at The Motley Fool, finding high growth companies. Not too long ago Simon started 7investing, a unique platform offering market-beating investing insights and stock reports to investors eager to buy tomorrow’s most innovative companies, today. Simon has surrounded himself with a first-class team of technologists and investors at 7investing, including Dr Anirban Mahanti, who has appeared on The Australian Investors Podcast once before. I — Owen — was so thrilled to know Simon would be joining me on The Australian Investors Podcast, all the way from Houston, Texas; to share his insights on: How he finds innovative companies If his engineering background offers him unique insights into modern technologies How he builds a team, and what he looks for in the management teams he invests alongside 2 industries he is very excited to invest in right now Join 7investing for just $7 for the first month - A “RASK” special If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout. To be clear: Rask Australia (our business), nor me (Owen), receive nothing if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights and… run by Simon. To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing If you join 7investing, let me what you think on Twitter: https://www.twitter.com/owenrask Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices In this Australian Investors Podcast, Simon Erickson from 7investing walks us through his journey, including his process for investing in high growth companies/stocks, innovative technology companies and the future of emerging industries like personalised medicine and machine learning inference.


    Simon Erickson’s backstory is different to most professional investors. He studied chemical engineering, then worked in sales, then technology ventures and spent many years at The Motley Fool, finding high growth companies.


    Not too long ago Simon started 7investing, a unique platform offering market-beating investing insights and stock reports to investors eager to buy tomorrow’s most innovative companies, today. Simon has surrounded himself with a first-class team of technologists and investors at 7investing, including Dr Anirban Mahanti, who has appeared on The Australian Investors Podcast once before.


    I — Owen — was so thrilled to know Simon would be joining me on The Australian Investors Podcast, all the way from Houston, Texas; to share his insights on:

    • How he finds innovative companies
    • If his engineering background offers him unique insights into modern technologies
    • How he builds a team, and what he looks for in the management teams he invests alongside
    • 2 industries he is very excited to invest in right now


    Join 7investing for just $7 for the first month - A “RASK” special

    If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout.


    To be clear: Rask Australia (our business), nor me (Owen), receive nothing if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights and… run by Simon.


    To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing


    If you join 7investing, let me what you think on Twitter: https://www.twitter.com/owenrask


    Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4232 no     Deep value quantitative investing, ft. Tobias Carlisle https://bit.ly/2PRUgMV Tobias Carlisle, Founder of Acquirers Funds and creator of the Acquirer's Multiple talked to Owen Rask on The Australian Investors Podcast about his journey and all things quantitative investing. Talking points: Why Tobias would want Warren Buffett on speed dial (over any other investor) Tobias backstory, including growing up in outback Australia How Tobias morphed a legal career into value investing How to find and short companies in financial distress (including frauds) Why Tobias believes stable + wide gross margins are a great predictor for the quality factor The Magic Formula versus Acquirer's Multiple Why value factors outperform quality and growth The importance of dissecting cash versus profit Why frauds can remain profitable longer than you can stay solvent (as a short seller) The #1 piece of investing advice Tobias would give himself FULL SHOW NOTES Owen's resources: Owen's full analyst training & view memberships ($100 off listener discount) The information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 19 May 2021 05:00:00 -0000 full 3 18 Rask Tobias Carlisle, Founder of Acquirers Funds and creator of the Acquirer's Multiple talked to Owen Rask on The Australian Investors Podcast about his journey and all things quantitative investing. Tobias Carlisle, Founder of Acquirers Funds and creator of the Acquirer's Multiple talked to Owen Rask on The Australian Investors Podcast about his journey and all things quantitative investing. Talking points: Why Tobias would want Warren Buffett on speed dial (over any other investor) Tobias backstory, including growing up in outback Australia How Tobias morphed a legal career into value investing How to find and short companies in financial distress (including frauds) Why Tobias believes stable + wide gross margins are a great predictor for the quality factor The Magic Formula versus Acquirer's Multiple Why value factors outperform quality and growth The importance of dissecting cash versus profit Why frauds can remain profitable longer than you can stay solvent (as a short seller) The #1 piece of investing advice Tobias would give himself FULL SHOW NOTES Owen's resources: Owen's full analyst training & view memberships ($100 off listener discount) The information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices Tobias Carlisle, Founder of Acquirers Funds and creator of the Acquirer's Multiple talked to Owen Rask on The Australian Investors Podcast about his journey and all things quantitative investing.


    Talking points:

    • Why Tobias would want Warren Buffett on speed dial (over any other investor)
    • Tobias backstory, including growing up in outback Australia
    • How Tobias morphed a legal career into value investing
    • How to find and short companies in financial distress (including frauds)
    • Why Tobias believes stable + wide gross margins are a great predictor for the quality factor
    • The Magic Formula versus Acquirer's Multiple
    • Why value factors outperform quality and growth
    • The importance of dissecting cash versus profit
    • Why frauds can remain profitable longer than you can stay solvent (as a short seller)
    • The #1 piece of investing advice Tobias would give himself


    FULL SHOW NOTES


    Owen's resources:





    The information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4065 no     Portfolio construction essentials – roundtable with Jamie Nemtsas & Drew Meredith https://bit.ly/2PRUgMV This episode of The Australian Investors Podcast is a roundtable on portfolio construction for DIY investors, especially those in or nearing retirement. Owen Rask is joined by Jamie Nemtsas and Drew Meredith from Wattle Partners financial planning. The trio discuss: How risk profiles inform your framework Strategic Asset Allocation (SAA) Tactical Asset Allocation (TAA) Investment Policy Statements (IPS) Rules for hedging, rebalancing and administration This is a great primer for how professionals think about portfolio construction, how and when to act on opportunities, the true value of cash holdings, and so much more. FULL SHOW NOTES: https://bit.ly/2PRUgMV Owen's resources: Get Owen's full analyst training & view memberships Get in touch with Jamie or Drew - click here to reach Wattle The information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 14 Apr 2021 05:00:00 -0000 full 3 17 Rask Owen is joined by Jamie Nemstas and Drew Meredith to talk portfolio construction essentials on The Australian Investors Podcast. This episode of The Australian Investors Podcast is a roundtable on portfolio construction for DIY investors, especially those in or nearing retirement. Owen Rask is joined by Jamie Nemtsas and Drew Meredith from Wattle Partners financial planning. The trio discuss: How risk profiles inform your framework Strategic Asset Allocation (SAA) Tactical Asset Allocation (TAA) Investment Policy Statements (IPS) Rules for hedging, rebalancing and administration This is a great primer for how professionals think about portfolio construction, how and when to act on opportunities, the true value of cash holdings, and so much more. FULL SHOW NOTES: https://bit.ly/2PRUgMV Owen's resources: Get Owen's full analyst training & view memberships Get in touch with Jamie or Drew - click here to reach Wattle The information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices This episode of The Australian Investors Podcast is a roundtable on portfolio construction for DIY investors, especially those in or nearing retirement.


    Owen Rask is joined by Jamie Nemtsas and Drew Meredith from Wattle Partners financial planning. The trio discuss:

    • How risk profiles inform your framework
    • Strategic Asset Allocation (SAA)
    • Tactical Asset Allocation (TAA)
    • Investment Policy Statements (IPS)
    • Rules for hedging, rebalancing and administration


    This is a great primer for how professionals think about portfolio construction, how and when to act on opportunities, the true value of cash holdings, and so much more.


    FULL SHOW NOTES: https://bit.ly/2PRUgMV


    Owen's resources:




    The information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.


    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2466 no     9 factors to consider in small-caps Ft. Strawman's Andrew Page & Coffee MicroCap's Mark Tobin https://bit.ly/Australian-Investors-Podcast Like ASX small caps? Want to be a better investor? In this episode of The Australian Investors Podcast Owen Rask, lead analyst at Rask Australia, speaks with two leading small-cap investors (and founders!): Mark Tobin, former small company analyst founder of Coffee MicroCaps Andrew Page, small-cap investor and Founder of Strawman.com In this conversation, Owen, Mark and Andrew provide an update on what they’ve been working on. Then, each investor shares 3 of their top factors to look for when searching through the ASX, especially when unearthing hidden gem micro caps and small caps. With three each, that means you’ll get 9 tips and tools to add to your investment process (if you aren’t already using them). With examples of companies to match! Companies discussed in this podcast include: Energy One (ASX: EOL), Pointerra (ASX: 3DP), Xero (ASX: XRO), Alcidion (ASX: ALC), Skyfii Ltd (ASX: SKF), eRoad (ASX: ERD), Catapult (ASX: CAT), Pro Medicus (ASX: PME) & Konect (ASX: KKT). Interview recorded: Thursday April 1st, 2021. At the time of publishing, Owen owned shares of Pro Medicus & Xero. Say g’day to Owen, Mark & Andrew: Owen’s Twitter Mark’s Twitter Andrew’s Twitter Join Owen’s Rask Invest Coffee MicroCaps newsletter Strawman website FULL SHOW NOTES: https://bit.ly/2PRUgMV Owen's resources: Get Owen's full analyst training & view memberships Get in touch with Jamie or Drew - click here to reach Wattle The information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 07 Apr 2021 05:00:00 -0000 full 3 16 Rask Like ASX small caps? Want to be a better investor? You'll love the next 45 minutes. Get 9 actionable small-cap factors to consider from Owen Rask, Andrww Page & Mark Tobin. Like ASX small caps? Want to be a better investor? In this episode of The Australian Investors Podcast Owen Rask, lead analyst at Rask Australia, speaks with two leading small-cap investors (and founders!): Mark Tobin, former small company analyst founder of Coffee MicroCaps Andrew Page, small-cap investor and Founder of Strawman.com In this conversation, Owen, Mark and Andrew provide an update on what they’ve been working on. Then, each investor shares 3 of their top factors to look for when searching through the ASX, especially when unearthing hidden gem micro caps and small caps. With three each, that means you’ll get 9 tips and tools to add to your investment process (if you aren’t already using them). With examples of companies to match! Companies discussed in this podcast include: Energy One (ASX: EOL), Pointerra (ASX: 3DP), Xero (ASX: XRO), Alcidion (ASX: ALC), Skyfii Ltd (ASX: SKF), eRoad (ASX: ERD), Catapult (ASX: CAT), Pro Medicus (ASX: PME) & Konect (ASX: KKT). Interview recorded: Thursday April 1st, 2021. At the time of publishing, Owen owned shares of Pro Medicus & Xero. Say g’day to Owen, Mark & Andrew: Owen’s Twitter Mark’s Twitter Andrew’s Twitter Join Owen’s Rask Invest Coffee MicroCaps newsletter Strawman website FULL SHOW NOTES: https://bit.ly/2PRUgMV Owen's resources: Get Owen's full analyst training & view memberships Get in touch with Jamie or Drew - click here to reach Wattle The information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices Like ASX small caps? Want to be a better investor? In this episode of The Australian Investors Podcast Owen Rask, lead analyst at Rask Australia, speaks with two leading small-cap investors (and founders!):

    • Mark Tobin, former small company analyst founder of Coffee MicroCaps
    • Andrew Page, small-cap investor and Founder of Strawman.com


    In this conversation, Owen, Mark and Andrew provide an update on what they’ve been working on.


    Then, each investor shares 3 of their top factors to look for when searching through the ASX, especially when unearthing hidden gem micro caps and small caps.


    With three each, that means you’ll get 9 tips and tools to add to your investment process (if you aren’t already using them). With examples of companies to match!


    Companies discussed in this podcast include:

    Energy One (ASX: EOL), Pointerra (ASX: 3DP), Xero (ASX: XRO), Alcidion (ASX: ALC), Skyfii Ltd (ASX: SKF), eRoad (ASX: ERD), Catapult (ASX: CAT), Pro Medicus (ASX: PME) & Konect (ASX: KKT).


    Interview recorded: Thursday April 1st, 2021.


    At the time of publishing, Owen owned shares of Pro Medicus & Xero.


    Say g’day to Owen, Mark & Andrew:

    Owen’s Twitter

    Mark’s Twitter

    Andrew’s Twitter


    Join Owen’s Rask Invest

    Coffee MicroCaps newsletter

    Strawman website



    FULL SHOW NOTES: https://bit.ly/2PRUgMV


    Owen's resources:




    The information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3501 no     Interview: Jamie Nemtsas - lessons for starting & operating private companies https://www.rask.com.au/podcasts/australian-investor-podcast/ What does it take to run a financial planning business while starting a global agriculture company, global events company and PR business? Jamie Nemstas talks us through his journey starting, operating and selling companies. ABOUT THIS EPISODE This episode of The Australian Investors Podcast features Jamie Nemtsas, founder of The Inside Network and partner of Wattle Partners financial planning. Jamie and I met at the start of COVID, in early 2020, after he reached out to me when the Rask business faced its biggest-ever challenge. He and his partner Drew, who’s been on the show before, were vital in supporting Rask and giving us a second chance at success. Jamie’s professional background is unlike any other I’ve come across. He grew up on a farm growing fruit and within a few years, found himself running a financial planning firm at a young age. He then went on to take control of a very successful global events business, and seeded an agriculture company that listed on the ASX. Most recently, through The Inside Network, Jamie established one of Australia’s fastest-growing events businesses, specialising in high quality investments and finance. In the next 60 minutes, Jamie and I talk about building businesses, selling businesses, managers versus directors, financial advice, IPOs and what it takes to succeed in events, PR and financial planning. I’m all but certain this will be the first conversation of many with Jamie Nemtsas of The Inside Network and Wattle Partners. Enjoy. FULL SHOW NOTES: https://bit.ly/2PRUgMV Owen's resources: Get Owen's full analyst training & view memberships Get in touch with Jamie or Drew - click here to reach Wattle The information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 31 Mar 2021 04:00:00 -0000 full 3 15 Rask This episode of The Australian Investors Podcast features Jamie Nemtsas, founder of The Inside Network and partner of Wattle Partners financial planning. We talk farming, hosting financial events, PR businesses and financial planning. What does it take to run a financial planning business while starting a global agriculture company, global events company and PR business? Jamie Nemstas talks us through his journey starting, operating and selling companies. ABOUT THIS EPISODE This episode of The Australian Investors Podcast features Jamie Nemtsas, founder of The Inside Network and partner of Wattle Partners financial planning. Jamie and I met at the start of COVID, in early 2020, after he reached out to me when the Rask business faced its biggest-ever challenge. He and his partner Drew, who’s been on the show before, were vital in supporting Rask and giving us a second chance at success. Jamie’s professional background is unlike any other I’ve come across. He grew up on a farm growing fruit and within a few years, found himself running a financial planning firm at a young age. He then went on to take control of a very successful global events business, and seeded an agriculture company that listed on the ASX. Most recently, through The Inside Network, Jamie established one of Australia’s fastest-growing events businesses, specialising in high quality investments and finance. In the next 60 minutes, Jamie and I talk about building businesses, selling businesses, managers versus directors, financial advice, IPOs and what it takes to succeed in events, PR and financial planning. I’m all but certain this will be the first conversation of many with Jamie Nemtsas of The Inside Network and Wattle Partners. Enjoy. FULL SHOW NOTES: https://bit.ly/2PRUgMV Owen's resources: Get Owen's full analyst training & view memberships Get in touch with Jamie or Drew - click here to reach Wattle The information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices What does it take to run a financial planning business while starting a global agriculture company, global events company and PR business? Jamie Nemstas talks us through his journey starting, operating and selling companies.


    ABOUT THIS EPISODE


    This episode of The Australian Investors Podcast features Jamie Nemtsas, founder of The Inside Network and partner of Wattle Partners financial planning.


    Jamie and I met at the start of COVID, in early 2020, after he reached out to me when the Rask business faced its biggest-ever challenge. He and his partner Drew, who’s been on the show before, were vital in supporting Rask and giving us a second chance at success.


    Jamie’s professional background is unlike any other I’ve come across. He grew up on a farm growing fruit and within a few years, found himself running a financial planning firm at a young age. He then went on to take control of a very successful global events business, and seeded an agriculture company that listed on the ASX. Most recently, through The Inside Network, Jamie established one of Australia’s fastest-growing events businesses, specialising in high quality investments and finance.


    In the next 60 minutes, Jamie and I talk about building businesses, selling businesses, managers versus directors, financial advice, IPOs and what it takes to succeed in events, PR and financial planning. I’m all but certain this will be the first conversation of many with Jamie Nemtsas of The Inside Network and Wattle Partners. Enjoy.



    FULL SHOW NOTES: https://bit.ly/2PRUgMV


    Owen's resources:




    The information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3715 no     How to analyse management, ft. Claude Walker https://www.rask.com.au/podcasts/australian-investor-podcast/ This top Australian Investors Podcast episode features Claude Walker from A Rich Life. Claude is an independent journalist and former investment analyst who is passionate about small cap and ethical investing. He believes one of his key investment edges lies in identifying management teams that are either very high quality or very poor. In this conversation we talk about some simple (and less than simple) strategies to identify management teams with talent and integrity, in particular small-cap companies on the ASX. Strategies discussed includes: Management communication Assessing incentives of key people What skin in the game?! Good horses versus good jockeys Management teams with technical skills Using management signals confirm business fundamentals Claude says, “actions can confirm what you thought was happening in the numbers” Spotting and interpreting management accounting tricks We also talk about PR agencies and the problem with incentives in today’s era of investment news and regulation. Be careful where you get your financial “news”. Companies discussed: @43:00 - OneView Health (ASX: ONE) and the recent (and a little concerning) agreement with the S3 Consortium. Neither Owen nor Claude have any interest in this company (long or short). We just found this agreement very bizarre. Pro Medicus Ltd (ASX: PME) MyDeal (ASX: MYD) Nanosonics Ltd (ASX: NAN) Commonwealth Bank (ASX: CBA) (in passing) Okta Inc (NASDAQ: OKTA) Corum Group (ASX: COO) Urbanise.com (ASX: UBN) Monash Health (ASX: MVF) Keep up to date with Claude’s work at A Rich Life: A Rich Life website Owen’s prior episode with Claude Say g’day on Twitter: Owen Rask Claude Walker At the time of writing, Owen Raszkiewicz owns shares of Okta and Pro Medicus. Recorded Wednesday Wednesday, March 17th. FULL SHOW NOTES: https://bit.ly/2PRUgMV Owen's resources: Get Owen's full analyst training & view memberships Get in touch with Jamie or Drew - click here to reach Wattle The information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 24 Mar 2021 01:05:00 -0000 full 3 14 Rask This podcast features Claude Walker from A Rich Life. Owen & Claude talk about how to spot the good, great and the ugly management teams when investing in small-caps. This top Australian Investors Podcast episode features Claude Walker from A Rich Life. Claude is an independent journalist and former investment analyst who is passionate about small cap and ethical investing. He believes one of his key investment edges lies in identifying management teams that are either very high quality or very poor. In this conversation we talk about some simple (and less than simple) strategies to identify management teams with talent and integrity, in particular small-cap companies on the ASX. Strategies discussed includes: Management communication Assessing incentives of key people What skin in the game?! Good horses versus good jockeys Management teams with technical skills Using management signals confirm business fundamentals Claude says, “actions can confirm what you thought was happening in the numbers” Spotting and interpreting management accounting tricks We also talk about PR agencies and the problem with incentives in today’s era of investment news and regulation. Be careful where you get your financial “news”. Companies discussed: @43:00 - OneView Health (ASX: ONE) and the recent (and a little concerning) agreement with the S3 Consortium. Neither Owen nor Claude have any interest in this company (long or short). We just found this agreement very bizarre. Pro Medicus Ltd (ASX: PME) MyDeal (ASX: MYD) Nanosonics Ltd (ASX: NAN) Commonwealth Bank (ASX: CBA) (in passing) Okta Inc (NASDAQ: OKTA) Corum Group (ASX: COO) Urbanise.com (ASX: UBN) Monash Health (ASX: MVF) Keep up to date with Claude’s work at A Rich Life: A Rich Life website Owen’s prior episode with Claude Say g’day on Twitter: Owen Rask Claude Walker At the time of writing, Owen Raszkiewicz owns shares of Okta and Pro Medicus. Recorded Wednesday Wednesday, March 17th. FULL SHOW NOTES: https://bit.ly/2PRUgMV Owen's resources: Get Owen's full analyst training & view memberships Get in touch with Jamie or Drew - click here to reach Wattle The information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices This top Australian Investors Podcast episode features Claude Walker from A Rich Life. Claude is an independent journalist and former investment analyst who is passionate about small cap and ethical investing.


    He believes one of his key investment edges lies in identifying management teams that are either very high quality or very poor.


    In this conversation we talk about some simple (and less than simple) strategies to identify management teams with talent and integrity, in particular small-cap companies on the ASX.


    Strategies discussed includes:

    • Management communication
    • Assessing incentives of key people
    • What skin in the game?!
    • Good horses versus good jockeys
    • Management teams with technical skills
    • Using management signals confirm business fundamentals
    • Claude says, “actions can confirm what you thought was happening in the numbers”
    • Spotting and interpreting management accounting tricks


    We also talk about PR agencies and the problem with incentives in today’s era of investment news and regulation. Be careful where you get your financial “news”.


    Companies discussed:

    • @43:00 - OneView Health (ASX: ONE) and the recent (and a little concerning) agreement with the S3 Consortium. Neither Owen nor Claude have any interest in this company (long or short). We just found this agreement very bizarre.
    • Pro Medicus Ltd (ASX: PME)
    • MyDeal (ASX: MYD)
    • Nanosonics Ltd (ASX: NAN)
    • Commonwealth Bank (ASX: CBA) (in passing)
    • Okta Inc (NASDAQ: OKTA)
    • Corum Group (ASX: COO)
    • Urbanise.com (ASX: UBN)
    • Monash Health (ASX: MVF)


    Keep up to date with Claude’s work at A Rich Life:


    Owen’s prior episode with Claude


    Say g’day on Twitter:


    At the time of writing, Owen Raszkiewicz owns shares of Okta and Pro Medicus.


    Recorded Wednesday Wednesday, March 17th.


    FULL SHOW NOTES: https://bit.ly/2PRUgMV


    Owen's resources:




    The information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4900 no     Interview: Peter Phan from Castlereagh Equity - Mental Models https://www.rask.com.au/2021/03/10/interview-peter-phan-castlereagh-equity/ Peter Phan is the Portfolio Manager of Castlereagh Equity. Many Australian investors already know Peter from his time blogging and due to his activity on Twitter. This podcast is epic, unfiltered, barely edited and raw. I barely edited this audio file. It took place remotely, so the audio file is a little rough. Consider wearing your headphones. You’ve probably seen this episode come up in your feed and noticed this podcast is also the longest I have ever recorded. My wife said I should break it up into parts. However, if I did that, it would the diehard investors and learners may miss the deep signal Peter covers during the next two and a half hours. In this conversation, Peter covers everything from card counting and probability, mental models for analysing management or yourself, valuations and modelling outcomes, including examples in United Overseas Australia (ASX: UOS) and Data#3 Ltd (ASX: DTL). @60 minutes - how Peter invests In the first 60 minutes Peter sets the groundwork for the entire conversation. If you’re most interested in how he invests and the models he applies to his investing, jump forward to around 60 minutes into the conversation. At the very end of the conversation, around 2 hours and 26 minutes in, Peter answers three questions, including is it ok for non-investors to follow the efficient market hypothesis and invest passively, does an investment committee work and does a fund manager need business experience? His answers are fascinating. I hope you stick around for the full discussion and as always I hope you enjoy this conversation with Peter Phan of Castlereagh Equity. Companies mentioned: United Overseas Australia (ASX: UOS), Data#3 Ltd (ASX: DTL) Resources: Join Rask Invest - Click here The Value Investor Program (online) The information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 10 Mar 2021 03:06:00 -0000 full 3 13 Rask 2.5 hours of high signal investing conversation with investor Peter Phan of Castlereagh Equity. Mental models and so much more. Peter Phan is the Portfolio Manager of Castlereagh Equity. Many Australian investors already know Peter from his time blogging and due to his activity on Twitter. This podcast is epic, unfiltered, barely edited and raw. I barely edited this audio file. It took place remotely, so the audio file is a little rough. Consider wearing your headphones. You’ve probably seen this episode come up in your feed and noticed this podcast is also the longest I have ever recorded. My wife said I should break it up into parts. However, if I did that, it would the diehard investors and learners may miss the deep signal Peter covers during the next two and a half hours. In this conversation, Peter covers everything from card counting and probability, mental models for analysing management or yourself, valuations and modelling outcomes, including examples in United Overseas Australia (ASX: UOS) and Data#3 Ltd (ASX: DTL). @60 minutes - how Peter invests In the first 60 minutes Peter sets the groundwork for the entire conversation. If you’re most interested in how he invests and the models he applies to his investing, jump forward to around 60 minutes into the conversation. At the very end of the conversation, around 2 hours and 26 minutes in, Peter answers three questions, including is it ok for non-investors to follow the efficient market hypothesis and invest passively, does an investment committee work and does a fund manager need business experience? His answers are fascinating. I hope you stick around for the full discussion and as always I hope you enjoy this conversation with Peter Phan of Castlereagh Equity. Companies mentioned: United Overseas Australia (ASX: UOS), Data#3 Ltd (ASX: DTL) Resources: Join Rask Invest - Click here The Value Investor Program (online) The information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices Peter Phan is the Portfolio Manager of Castlereagh Equity. Many Australian investors already know Peter from his time blogging and due to his activity on Twitter.


    This podcast is epic, unfiltered, barely edited and raw. I barely edited this audio file.


    It took place remotely, so the audio file is a little rough. Consider wearing your headphones.


    You’ve probably seen this episode come up in your feed and noticed this podcast is also the longest I have ever recorded. My wife said I should break it up into parts. However, if I did that, it would the diehard investors and learners may miss the deep signal Peter covers during the next two and a half hours.


    In this conversation, Peter covers everything from card counting and probability, mental models for analysing management or yourself, valuations and modelling outcomes, including examples in United Overseas Australia (ASX: UOS) and Data#3 Ltd (ASX: DTL).


    @60 minutes - how Peter invests


    In the first 60 minutes Peter sets the groundwork for the entire conversation. If you’re most interested in how he invests and the models he applies to his investing, jump forward to around 60 minutes into the conversation.


    At the very end of the conversation, around 2 hours and 26 minutes in, Peter answers three questions, including is it ok for non-investors to follow the efficient market hypothesis and invest passively, does an investment committee work and does a fund manager need business experience? His answers are fascinating.


    I hope you stick around for the full discussion and as always I hope you enjoy this conversation with Peter Phan of Castlereagh Equity.


    Companies mentioned: United Overseas Australia (ASX: UOS), Data#3 Ltd (ASX: DTL)


    Resources:



    The information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     9564 yes     Best & worst from reporting season (A2M, WES, RUL & PINS) with Drew Meredith, CFP https://www.rask.com.au/podcasts/australian-investor-podcast/ Back by popular demand, on this episode of The Australian Investors Podcast, Drew Meredith, CFP, a financial adviser from Wattle Partners, and Owen Raszkiewicz, Chief Investment Adviser and analyst for Rask Australia bring you their best and worst ASX reporting season stock stories. Drew and Owen each pick their best and ‘worst’ ASX stock reports for the month of February 2021. ASX shares profiled in this podcast include: @2:45 Seek Limited (ASX: SEK) @6:30 Envirosuite Ltd (ASX: EVS) @13:30 a2 Milk Company Ltd (ASX: A2M) @19:30 RPMGlobal Ltd (ASX: RUL) @24:30 Wesfarmers Ltd (ASX: WES) @29:30 EML Payments Ltd (ASX: EML) @33:00 Macquarie Group Ltd (ASX: MQG) @36:30 Pinterest Inc (NYSE: PINS) Resources: Join Rask Invest and see what Owen is buying - Click here Get in touch with Drew - click here to email Drew  Disclosure: at the time of writing, Owen owns shares of Pinterest, EML Payments and RPMGlobal. The information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 03 Mar 2021 04:30:00 -0000 full 3 12 Rask The Australian Investors Podcast welcomes back Drew Meredith to talk ASX shares and 2021 reporting season. ASX shares profiled include: Seek Limited (ASX: SEK), a2 Milk Company Ltd (ASX: A2M), Pinterest Inc (NYSE: PINS), RPMGlobal Ltd (ASX:RUL) and more. Back by popular demand, on this episode of The Australian Investors Podcast, Drew Meredith, CFP, a financial adviser from Wattle Partners, and Owen Raszkiewicz, Chief Investment Adviser and analyst for Rask Australia bring you their best and worst ASX reporting season stock stories. Drew and Owen each pick their best and ‘worst’ ASX stock reports for the month of February 2021. ASX shares profiled in this podcast include: @2:45 Seek Limited (ASX: SEK) @6:30 Envirosuite Ltd (ASX: EVS) @13:30 a2 Milk Company Ltd (ASX: A2M) @19:30 RPMGlobal Ltd (ASX: RUL) @24:30 Wesfarmers Ltd (ASX: WES) @29:30 EML Payments Ltd (ASX: EML) @33:00 Macquarie Group Ltd (ASX: MQG) @36:30 Pinterest Inc (NYSE: PINS) Resources: Join Rask Invest and see what Owen is buying - Click here Get in touch with Drew - click here to email Drew  Disclosure: at the time of writing, Owen owns shares of Pinterest, EML Payments and RPMGlobal. The information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices Back by popular demand, on this episode of The Australian Investors Podcast, Drew Meredith, CFP, a financial adviser from Wattle Partners, and Owen Raszkiewicz, Chief Investment Adviser and analyst for Rask Australia bring you their best and worst ASX reporting season stock stories.


    Drew and Owen each pick their best and ‘worst’ ASX stock reports for the month of February 2021.


    ASX shares profiled in this podcast include:

    @2:45 Seek Limited (ASX: SEK)

    @6:30 Envirosuite Ltd (ASX: EVS)

    @13:30 a2 Milk Company Ltd (ASX: A2M)

    @19:30 RPMGlobal Ltd (ASX: RUL)

    @24:30 Wesfarmers Ltd (ASX: WES)

    @29:30 EML Payments Ltd (ASX: EML)

    @33:00 Macquarie Group Ltd (ASX: MQG)

    @36:30 Pinterest Inc (NYSE: PINS)


    Resources:

    

    Disclosure: at the time of writing, Owen owns shares of Pinterest, EML Payments and RPMGlobal.



    The information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2805 no     Interview: Dr Anirban Mahanti – Investing in hypergrowth technologies https://www.rask.com.au/2021/02/24/interview-dr-anirban-mahanti-investing-in-hypergrowth-technologies/ Dr Anirban Mahanti is an Investment Advisor at 7Investing, and formerly the Director of Research at The Motley Fool Australia. Anirban’s story is grounded in technology, software and machine learning, having spent the early part of his career as an academic working on complex problems ranging from distributed data to video on demand. During the first 30 minutes or so of this conversation, we talk about Anirban’s backstory before diving into the really juicy stuff, like the competitive advantage afforded to investors with a tech or engineering background, the flow of innovation through research and how that intertwines with investing, how Anirban values stocks, builds a portfolio and more. Then we end with some rapid-fire investor and technology-focused questions, such as: The emerging technologies Anirban is most excited about The most overrated innovative company (hint: it’s from Australia) Why Apple has staying power The most innovative companies and what defines them, including Apple and Tesla And, of course, we conclude with Anirban’s three pieces of advice to his younger self. Some companies mentioned in the podcast include: Tesla, Apple, Google/Alphabet, Audinate, IBM, CSL and a few others in passing. FULL SHOW NOTES: https://bit.ly/2PRUgMV Visit 7investing: https://7investing.com/ Owen's resources: Get Owen's full analyst training & view memberships Get in touch with Jamie or Drew - click here to reach Wattle The information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 24 Feb 2021 04:30:00 -0000 full 3 11 Rask Dr Anirban Mahanti talks to Owen about investing in rapid-growth companies, machine learning, video on demand, investors following academic research, Apple, Tesla and more. Dr Anirban Mahanti is an Investment Advisor at 7Investing, and formerly the Director of Research at The Motley Fool Australia. Anirban’s story is grounded in technology, software and machine learning, having spent the early part of his career as an academic working on complex problems ranging from distributed data to video on demand. During the first 30 minutes or so of this conversation, we talk about Anirban’s backstory before diving into the really juicy stuff, like the competitive advantage afforded to investors with a tech or engineering background, the flow of innovation through research and how that intertwines with investing, how Anirban values stocks, builds a portfolio and more. Then we end with some rapid-fire investor and technology-focused questions, such as: The emerging technologies Anirban is most excited about The most overrated innovative company (hint: it’s from Australia) Why Apple has staying power The most innovative companies and what defines them, including Apple and Tesla And, of course, we conclude with Anirban’s three pieces of advice to his younger self. Some companies mentioned in the podcast include: Tesla, Apple, Google/Alphabet, Audinate, IBM, CSL and a few others in passing. FULL SHOW NOTES: https://bit.ly/2PRUgMV Visit 7investing: https://7investing.com/ Owen's resources: Get Owen's full analyst training & view memberships Get in touch with Jamie or Drew - click here to reach Wattle The information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices Dr Anirban Mahanti is an Investment Advisor at 7Investing, and formerly the Director of Research at The Motley Fool Australia.


    Anirban’s story is grounded in technology, software and machine learning, having spent the early part of his career as an academic working on complex problems ranging from distributed data to video on demand.


    During the first 30 minutes or so of this conversation, we talk about Anirban’s backstory before diving into the really juicy stuff, like the competitive advantage afforded to investors with a tech or engineering background, the flow of innovation through research and how that intertwines with investing, how Anirban values stocks, builds a portfolio and more. Then we end with some rapid-fire investor and technology-focused questions, such as:

    • The emerging technologies Anirban is most excited about
    • The most overrated innovative company (hint: it’s from Australia)
    • Why Apple has staying power
    • The most innovative companies and what defines them, including Apple and Tesla

    And, of course, we conclude with Anirban’s three pieces of advice to his younger self.


    Some companies mentioned in the podcast include: Tesla, Apple, Google/Alphabet, Audinate, IBM, CSL and a few others in passing.


    FULL SHOW NOTES: https://bit.ly/2PRUgMV


    Visit 7investing: https://7investing.com/


    Owen's resources:




    The information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     5286 no     Interview: Luke Winchester - Small Cap Investor https://www.rask.com.au/2021/02/16/interview-luke-winchester-small-cap-investing/ In this conversation of The Australian Investors Podcast, Owen Rask talks to Luke “Wini” Winchester, the Emerging Companies Portfolio Manager at Oracle Investment Management and prolific small-cap investor on Twitter, Strawman and (formerly) Hot Copper. This is a brilliant conversation for small-cap investors on the ASX and global markets. Luke walks us through how he gets an edge in researching small, micro and nano cap stocks on the ASX. A few of my — Owen here — key takeaways include Luke’s use of automated and semi-automated (and free) tools to track company recruiting on Seek.com.au or Indeed, sales managers on LinkedIn, and how (and why) to do your own thorough channel checking. Luke also shares: The steps he took to rapidly up-skill his knowledge of finance and investing in small cap shares How to get an insider or management to share the important data points with you (the investor) need to know Why it’s vital to build a network of good investors (even if you don’t know them) The importance of asking “dumb” questions to other small-cap investors Techniques for interviewing management, including being prepared for first contact Get in touch with Luke: Strawman profile Oracle IM - Luke’s fund Twitter account Other resources: Strawman - get a free account Shareidea.com.au Disclosure: At the time of publishing, Owen owns shares of RPMGlobal. Rask Australia recommends shares of Laserbond, XRF Scientific and RPMGlobal. Please see Luke’s website(s) for his disclosure. DISCLAIMER: This video contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 15 Feb 2021 22:15:00 -0000 full 3 10 Rask Owen's summary of Luke Winchester's episode: how to get an edge in ASX small caps, talking to management, building a network, bettering your research process and more. In this conversation of The Australian Investors Podcast, Owen Rask talks to Luke “Wini” Winchester, the Emerging Companies Portfolio Manager at Oracle Investment Management and prolific small-cap investor on Twitter, Strawman and (formerly) Hot Copper. This is a brilliant conversation for small-cap investors on the ASX and global markets. Luke walks us through how he gets an edge in researching small, micro and nano cap stocks on the ASX. A few of my — Owen here — key takeaways include Luke’s use of automated and semi-automated (and free) tools to track company recruiting on Seek.com.au or Indeed, sales managers on LinkedIn, and how (and why) to do your own thorough channel checking. Luke also shares: The steps he took to rapidly up-skill his knowledge of finance and investing in small cap shares How to get an insider or management to share the important data points with you (the investor) need to know Why it’s vital to build a network of good investors (even if you don’t know them) The importance of asking “dumb” questions to other small-cap investors Techniques for interviewing management, including being prepared for first contact Get in touch with Luke: Strawman profile Oracle IM - Luke’s fund Twitter account Other resources: Strawman - get a free account Shareidea.com.au Disclosure: At the time of publishing, Owen owns shares of RPMGlobal. Rask Australia recommends shares of Laserbond, XRF Scientific and RPMGlobal. Please see Luke’s website(s) for his disclosure. DISCLAIMER: This video contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices In this conversation of The Australian Investors Podcast, Owen Rask talks to Luke “Wini” Winchester, the Emerging Companies Portfolio Manager at Oracle Investment Management and prolific small-cap investor on Twitter, Strawman and (formerly) Hot Copper.


    This is a brilliant conversation for small-cap investors on the ASX and global markets. Luke walks us through how he gets an edge in researching small, micro and nano cap stocks on the ASX. A few of my — Owen here — key takeaways include Luke’s use of automated and semi-automated (and free) tools to track company recruiting on Seek.com.au or Indeed, sales managers on LinkedIn, and how (and why) to do your own thorough channel checking.


    Luke also shares:

    • The steps he took to rapidly up-skill his knowledge of finance and investing in small cap shares
    • How to get an insider or management to share the important data points with you (the investor) need to know
    • Why it’s vital to build a network of good investors (even if you don’t know them)
    • The importance of asking “dumb” questions to other small-cap investors
    • Techniques for interviewing management, including being prepared for first contact



    Get in touch with Luke:


    Other resources:



    Disclosure: At the time of publishing, Owen owns shares of RPMGlobal. Rask Australia recommends shares of Laserbond, XRF Scientific and RPMGlobal. Please see Luke’s website(s) for his disclosure.


    DISCLAIMER: This video contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3872 no     Owning GOLD, TECH vs. FANG - ft. Kanish Chugh from ETF Securities https://www.rask.com.au/podcasts Kanish Chugh, head of distribution at ETF Securities sat down with Owen Raszkiewicz on The Australian Investors Podcast to talk about owning gold, and using ETFs like GOLD, TECH & FANG. Timestamps: @3:15: the FANG+ ETF - an innovation-focused ETF that launched with almost perfect timing in 2020. Kanish explains why it's so concentrated (10 stocks) and the types of expression or thematic FANG is trying to capture. @13:30: the case for gold & ETF Securities' GOLD ETF - Australia’s largest gold ETF. Owen is a gold skeptic, so he plays the devil’s advocate. Kanish takes a few moments to try and debunk some of the common concerns which investors and traders have with owning gold in a portfolio. Kanish makes a good case, in particular explaining why GOLD has experienced more than $800 million in FUM inflows in a year, and why gold in general has received a lot of attention since 2019. @29:30: the TECH ETF – an ETF invested in global technology leaders, as defined by Morningstar’s investing research team, which assigns moat/competitive advantage ratings to companies and valuations. Kanish walks us through how and why Morningstar assigns moats, how they’re measured and how the portfolio comes together with valuation. Owen also shares his input and how his team assess competitive advantage. All episode show notes: http://bit.ly/Australian-Investors-Podcast | Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | ETF Securities 5G Investing Report: https://go.etfsecurities.com.au/l/533502/2020-10-21/8cjyd4 | Get in touch with us at podcast@rask.com.au or on Instagram @raskaustralia | DISCLAIMER: The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 09 Dec 2020 04:30:00 -0000 full 3 9 Rask Kanish Chugh, head of distribution at ETF Securities sat down with Owen Raszkiewicz on The Australian Investors Podcast to talk about owning gold, and using ETFs like GOLD, TECH & FANG. Timestamps: @3:15: the FANG+ ETF - an innovation-focused ETF that launched with almost perfect timing in 2020. Kanish explains why it's so concentrated (10 stocks) and the types of expression or thematic FANG is trying to capture. @13:30: the case for gold & ETF Securities' GOLD ETF - Australia’s largest gold ETF. Owen is a gold skeptic, so he plays the devil’s advocate. Kanish takes a few moments to try and debunk some of the common concerns which investors and traders have with owning gold in a portfolio. Kanish makes a good case, in particular explaining why GOLD has experienced more than $800 million in FUM inflows in a year, and why gold in general has received a lot of attention since 2019. @29:30: the TECH ETF – an ETF invested in global technology leaders, as defined by Morningstar’s investing research team, which assigns moat/competitive advantage ratings to companies and valuations. Kanish walks us through how and why Morningstar assigns moats, how they’re measured and how the portfolio comes together with valuation. Owen also shares his input and how his team assess competitive advantage. All episode show notes: http://bit.ly/Australian-Investors-Podcast | Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | ETF Securities 5G Investing Report: https://go.etfsecurities.com.au/l/533502/2020-10-21/8cjyd4 | Get in touch with us at podcast@rask.com.au or on Instagram @raskaustralia | DISCLAIMER: The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices Kanish Chugh, head of distribution at ETF Securities sat down with Owen Raszkiewicz on The Australian Investors Podcast to talk about owning gold, and using ETFs like GOLD, TECH & FANG.


    Timestamps:

    • @3:15: the FANG+ ETF - an innovation-focused ETF that launched with almost perfect timing in 2020. Kanish explains why it's so concentrated (10 stocks) and the types of expression or thematic FANG is trying to capture.
    • @13:30: the case for gold & ETF Securities' GOLD ETF - Australia’s largest gold ETF. Owen is a gold skeptic, so he plays the devil’s advocate. Kanish takes a few moments to try and debunk some of the common concerns which investors and traders have with owning gold in a portfolio. Kanish makes a good case, in particular explaining why GOLD has experienced more than $800 million in FUM inflows in a year, and why gold in general has received a lot of attention since 2019.
    • @29:30: the TECH ETF – an ETF invested in global technology leaders, as defined by Morningstar’s investing research team, which assigns moat/competitive advantage ratings to companies and valuations. Kanish walks us through how and why Morningstar assigns moats, how they’re measured and how the portfolio comes together with valuation. Owen also shares his input and how his team assess competitive advantage.


    All episode show notes: http://bit.ly/Australian-Investors-Podcast |


    Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |


    ETF Securities 5G Investing Report: https://go.etfsecurities.com.au/l/533502/2020-10-21/8cjyd4 |


    Get in touch with us at podcast@rask.com.au or on Instagram @raskaustralia |


    DISCLAIMER: The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2784 no     Sustainable investing (ft. Max Wagner) https://www.rask.com.au/podcasts/australian-investor-podcast/ What is an ethical investment? And what do investors (or your clients) want to be invested in? The Rask team recently asked our Australian investor base what they believed is an ethical investment and what isn't. We summarise the key ethical and ESG findings in this episode of AIP. In this episode of The Australian Investors Podcast, Owen is joined by Max Wagner, an analyst for Rask Australia. Max is responsible for covering ETFs and helping our team build and design model portfolios for our premium membership services. || TAKE THE SURVEY (AND SEE THE RESULTS): https://forms.gle/d1rFWpBz5hNut2Li8 || All episode show notes: http://bit.ly/Australian-Investors-Podcast | Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | ETF Securities 5G Investing Report: https://go.etfsecurities.com.au/l/533502/2020-10-21/8cjyd4 | Get in touch with us at podcast@rask.com.au or on Instagram @raskaustralia | DISCLAIMER: The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 25 Nov 2020 04:30:00 -0000 full 3 8 Rask What is an ethical investment? And what do investors (or your clients) want to be invested in? The Rask team recently asked our Australian investor base what they believed is an ethical investment and what isn't. We summarise the key ethical and ESG findings in this episode of AIP. In this episode of The Australian Investors Podcast, Owen is joined by Max Wagner, an analyst for Rask Australia. Max is responsible for covering ETFs and helping our team build and design model portfolios for our premium membership services. || TAKE THE SURVEY (AND SEE THE RESULTS): https://forms.gle/d1rFWpBz5hNut2Li8 || All episode show notes: http://bit.ly/Australian-Investors-Podcast | Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | ETF Securities 5G Investing Report: https://go.etfsecurities.com.au/l/533502/2020-10-21/8cjyd4 | Get in touch with us at podcast@rask.com.au or on Instagram @raskaustralia | DISCLAIMER: The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices What is an ethical investment? And what do investors (or your clients) want to be invested in?


    The Rask team recently asked our Australian investor base what they believed is an ethical investment and what isn't. We summarise the key ethical and ESG findings in this episode of AIP.


    In this episode of The Australian Investors Podcast, Owen is joined by Max Wagner, an analyst for Rask Australia. Max is responsible for covering ETFs and helping our team build and design model portfolios for our premium membership services. ||


    TAKE THE SURVEY (AND SEE THE RESULTS): https://forms.gle/d1rFWpBz5hNut2Li8 ||


    All episode show notes: http://bit.ly/Australian-Investors-Podcast |


    Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |


    ETF Securities 5G Investing Report: https://go.etfsecurities.com.au/l/533502/2020-10-21/8cjyd4 |


    Get in touch with us at podcast@rask.com.au or on Instagram @raskaustralia |


    DISCLAIMER: The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3028 no     Interview: How much is a life worth, with Peter Singer https://www.rask.com.au/podcasts/australian-finance-podcast/ In this episode of The Australian Investors Podcast, Kate & Owen chat to Peter Singer, one of the world's leading philosophers in effective altruism and moral ethics. Peter is such a special guest to have on the show given his contributions to the world. He has pioneered the idea of effective giving and shares the tools we can use to do the most good in the world. We chat with Peter about our role in helping others, when to consider donating to charity, whether having too many charities is inefficient and the concept of effective altruism. This episode comes from our popular Australian Finance Podcast series, a series aimed at educating people to make the most of their finances and start investing. Get a free copy of Peter's book The Life Your Can Save here: www.thelifeyoucansave.org.au/the-book | SHOW NOTES: http://bit.ly/Australian-Investors-Podcast | Watch the video version: http://bit.ly/YouTube-Rask | ETF Securities 5G Investing Report: https://go.etfsecurities.com.au/l/533502/2020-10-21/8cjyd4 | Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | Get in touch with us at podcast@rask.com.au or on Instagram @raskaustralia | DISCLAIMER: The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 18 Nov 2020 04:30:00 -0000 full 3 7 Rask In this episode of The Australian Investors Podcast, Kate & Owen chat to Peter Singer, one of the world's leading philosophers in effective altruism and moral ethics. Peter is such a special guest to have on the show given his contributions to the world. He has pioneered the idea of effective giving and shares the tools we can use to do the most good in the world. We chat with Peter about our role in helping others, when to consider donating to charity, whether having too many charities is inefficient and the concept of effective altruism. This episode comes from our popular Australian Finance Podcast series, a series aimed at educating people to make the most of their finances and start investing. Get a free copy of Peter's book The Life Your Can Save here: www.thelifeyoucansave.org.au/the-book | SHOW NOTES: http://bit.ly/Australian-Investors-Podcast | Watch the video version: http://bit.ly/YouTube-Rask | ETF Securities 5G Investing Report: https://go.etfsecurities.com.au/l/533502/2020-10-21/8cjyd4 | Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | Get in touch with us at podcast@rask.com.au or on Instagram @raskaustralia | DISCLAIMER: The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of The Australian Investors Podcast, Kate & Owen chat to Peter Singer, one of the world's leading philosophers in effective altruism and moral ethics. Peter is such a special guest to have on the show given his contributions to the world. He has pioneered the idea of effective giving and shares the tools we can use to do the most good in the world. We chat with Peter about our role in helping others, when to consider donating to charity, whether having too many charities is inefficient and the concept of effective altruism.


    This episode comes from our popular Australian Finance Podcast series, a series aimed at educating people to make the most of their finances and start investing.


    Get a free copy of Peter's book The Life Your Can Save here: www.thelifeyoucansave.org.au/the-book |


    SHOW NOTES: http://bit.ly/Australian-Investors-Podcast |

    Watch the video version: http://bit.ly/YouTube-Rask |

    ETF Securities 5G Investing Report: https://go.etfsecurities.com.au/l/533502/2020-10-21/8cjyd4 |


    Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |


    Get in touch with us at podcast@rask.com.au or on Instagram @raskaustralia |


    DISCLAIMER: The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2315 no     Interview: How Al Bentley built Simply Wall St https://www.rask.com.au/podcasts/australian-investor-podcast/ Al Bentley is the Founder of Simply Wall St, Australia's leading FinTech business. In this Australian Investors Podcast episode, Al Bentley takes Owen through why and how he and the team built the Simply Wall St business from scratch — to 2.5 million users. Join Simply Wall St – for a discount! SHOW NOTES: http://bit.ly/Australian-Investors-Podcast | Watch the video version: http://bit.ly/YouTube-Rask | Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | ETF Securities 5G Investing Report: https://go.etfsecurities.com.au/l/533502/2020-10-21/8cjyd4 Get in touch with us at podcast@rask.com.au or on Instagram @raskaustralia | DISCLAIMER: The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 11 Nov 2020 04:30:00 -0000 full 3 6 Rask Al Bentley is the Founder of Simply Wall St, Australia's leading FinTech business. In this Australian Investors Podcast episode, Al Bentley takes Owen through why and how he and the team built the Simply Wall St business from scratch — to 2.5 million users. Join Simply Wall St – for a discount! SHOW NOTES: http://bit.ly/Australian-Investors-Podcast | Watch the video version: http://bit.ly/YouTube-Rask | Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | ETF Securities 5G Investing Report: https://go.etfsecurities.com.au/l/533502/2020-10-21/8cjyd4 Get in touch with us at podcast@rask.com.au or on Instagram @raskaustralia | DISCLAIMER: The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices Al Bentley is the Founder of Simply Wall St, Australia's leading FinTech business. In this Australian Investors Podcast episode, Al Bentley takes Owen through why and how he and the team built the Simply Wall St business from scratch — to 2.5 million users.


    Join Simply Wall St – for a discount!


    SHOW NOTES: http://bit.ly/Australian-Investors-Podcast |


    Watch the video version: http://bit.ly/YouTube-Rask |


    Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |


    ETF Securities 5G Investing Report: https://go.etfsecurities.com.au/l/533502/2020-10-21/8cjyd4


    Get in touch with us at podcast@rask.com.au or on Instagram @raskaustralia |


    DISCLAIMER: The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4310 no     Interview: Dr Sam Hupert, the future of medical imaging https://www.rask.com.au/podcasts/australian-investor-podcast/ Dr Sam Hupert joins Owen Raszkiewicz on The Australian Investors Podcast to talk about the business he started with Anthony Hall, Pro Medicus Ltd (ASX: PME), back in 1984. Owen and Sam talk about starting a technology business before personal computers, the groundswell in medical imaging, the future of medical imaging, capital allocation, incentives, culture and more Dr Hupert is a doctor, a long-serving public company executive, one of the wealthiest people in the country, and so much more. SHOW NOTES: http://bit.ly/Australian-Investors-Podcast | Watch the video version: http://bit.ly/YouTube-Rask | Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | ETF Securities 5G Investing Report: https://go.etfsecurities.com.au/l/533502/2020-10-21/8cjyd4 | Get in touch with us at podcast@rask.com.au or on Instagram @raskaustralia | DISCLAIMER: The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 04 Nov 2020 07:00:00 -0000 full 3 5 Rask Dr Sam Hupert joins Owen Raszkiewicz on The Australian Investors Podcast to talk about the business he started with Anthony Hall, Pro Medicus Ltd (ASX: PME), back in 1984. Owen and Sam talk about starting a technology business before personal computers, the groundswell in medical imaging, the future of medical imaging, capital allocation, incentives, culture and more Dr Hupert is a doctor, a long-serving public company executive, one of the wealthiest people in the country, and so much more. SHOW NOTES: http://bit.ly/Australian-Investors-Podcast | Watch the video version: http://bit.ly/YouTube-Rask | Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | ETF Securities 5G Investing Report: https://go.etfsecurities.com.au/l/533502/2020-10-21/8cjyd4 | Get in touch with us at podcast@rask.com.au or on Instagram @raskaustralia | DISCLAIMER: The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices Dr Sam Hupert joins Owen Raszkiewicz on The Australian Investors Podcast to talk about the business he started with Anthony Hall, Pro Medicus Ltd (ASX: PME), back in 1984.


    Owen and Sam talk about starting a technology business before personal computers, the groundswell in medical imaging, the future of medical imaging, capital allocation, incentives, culture and more


    Dr Hupert is a doctor, a long-serving public company executive, one of the wealthiest people in the country, and so much more.


    SHOW NOTES: http://bit.ly/Australian-Investors-Podcast |


    Watch the video version: http://bit.ly/YouTube-Rask |


    Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |


    ETF Securities 5G Investing Report: https://go.etfsecurities.com.au/l/533502/2020-10-21/8cjyd4 |


    Get in touch with us at podcast@rask.com.au or on Instagram @raskaustralia |


    DISCLAIMER: The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3343 no     Interview: Luke Trickett, Blue Stamp Company https://www.raskmedia.com.au/2020/10/28/interview-luke-trickett-blue-stamp-company/ Luke Trickett is the founder and investor behind Blue Stamp Company, one of Australia's best kept investment funds. Luke Trickett talks to Owen Raszkiewicz about principles for life, investment process, time horizons and the future of capitalism. SHOW NOTES: http://bit.ly/Australian-Investors-Podcast | Watch the video version: http://bit.ly/YouTube-Rask | ETF Securities 5G Investing Report: https://go.etfsecurities.com.au/l/533502/2020-10-21/8cjyd4 | Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | Get in touch with us at podcast@rask.com.au or on Instagram @raskaustralia | DISCLAIMER: The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 28 Oct 2020 05:54:00 -0000 Interview: Luke Trickett, Blue Stamp Company full 3 4 Rask Luke Trickett talks to Owen Raszkiewicz about principles for life, investment process, time horizons and the future of capitalism. Luke Trickett is the founder and investor behind Blue Stamp Company, one of Australia's best kept investment funds. Luke Trickett talks to Owen Raszkiewicz about principles for life, investment process, time horizons and the future of capitalism. SHOW NOTES: http://bit.ly/Australian-Investors-Podcast | Watch the video version: http://bit.ly/YouTube-Rask | ETF Securities 5G Investing Report: https://go.etfsecurities.com.au/l/533502/2020-10-21/8cjyd4 | Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | Get in touch with us at podcast@rask.com.au or on Instagram @raskaustralia | DISCLAIMER: The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices Luke Trickett is the founder and investor behind Blue Stamp Company, one of Australia's best kept investment funds. Luke Trickett talks to Owen Raszkiewicz about principles for life, investment process, time horizons and the future of capitalism.


    SHOW NOTES: http://bit.ly/Australian-Investors-Podcast |


    Watch the video version: http://bit.ly/YouTube-Rask |


    ETF Securities 5G Investing Report: https://go.etfsecurities.com.au/l/533502/2020-10-21/8cjyd4 |


    Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |


    Get in touch with us at podcast@rask.com.au or on Instagram @raskaustralia |


    DISCLAIMER: The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     5422 no     Analysing fund managers & building portfolios with Drew Meredith, CFP https://www.rask.com.au/podcasts/australian-investor-podcast/ On this Australian Investors Podcast episode, financial adviser Drew Meredith, CFP and investment analyst Owen Raszkiewicz, from Rask Australia, walk through how to build investment portfolios, ways to analyse fund managers and the Australian financial advice industry. SHOW NOTES: http://bit.ly/Australian-Investors-Podcast | Watch the video version: http://bit.ly/YouTube-Rask | Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | Get in touch with us at podcast@rask.com.au or on Instagram @raskaustralia | DISCLAIMER: The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 21 Oct 2020 06:00:00 -0000 full 3 3 Rask On this Australian Investors Podcast episode, financial adviser Drew Meredith, CFP and investment analyst Owen Raszkiewicz, from Rask Australia, walk through how to build investment portfolios, ways to analyse fund managers and the Australian financial advice industry. SHOW NOTES: http://bit.ly/Australian-Investors-Podcast | Watch the video version: http://bit.ly/YouTube-Rask | Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | Get in touch with us at podcast@rask.com.au or on Instagram @raskaustralia | DISCLAIMER: The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices On this Australian Investors Podcast episode, financial adviser Drew Meredith, CFP and investment analyst Owen Raszkiewicz, from Rask Australia, walk through how to build investment portfolios, ways to analyse fund managers and the Australian financial advice industry.


    SHOW NOTES: http://bit.ly/Australian-Investors-Podcast |


    Watch the video version: http://bit.ly/YouTube-Rask |


    Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |


    Get in touch with us at podcast@rask.com.au or on Instagram @raskaustralia |


    DISCLAIMER: The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3822 no     Interview: Lindsay Partridge, Building the Future https://www.rask.com.au/podcasts/australian-investor-podcast/ Lindsay Partridge joins Owen Raszkiewicz on The Australian Investors Podcast to talk investing, capital allocation, leadership versus management, culture and more. Lindsay is one of Australia's longest-serving public company CEOs, an AO recipient, Ceramics Engineer and country boy at heart. SHOW NOTES: http://bit.ly/Australian-Investors-Podcast | Watch the video version: http://bit.ly/YouTube-Rask | Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | Get in touch with us at podcast@rask.com.au or on Instagram @raskaustralia | DISCLAIMER: The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 14 Oct 2020 04:30:00 -0000 full 3 2 Rask Lindsay Partridge joins Owen Raszkiewicz on The Australian Investors Podcast to talk investing, capital allocation, leadership versus management, culture and more. Lindsay is one of Australia's longest-serving public company CEOs, an AO recipient, Ceramics Engineer and country boy at heart. SHOW NOTES: http://bit.ly/Australian-Investors-Podcast | Watch the video version: http://bit.ly/YouTube-Rask | Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | Get in touch with us at podcast@rask.com.au or on Instagram @raskaustralia | DISCLAIMER: The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices Lindsay Partridge joins Owen Raszkiewicz on The Australian Investors Podcast to talk investing, capital allocation, leadership versus management, culture and more. Lindsay is one of Australia's longest-serving public company CEOs, an AO recipient, Ceramics Engineer and country boy at heart.


    SHOW NOTES: http://bit.ly/Australian-Investors-Podcast |


    Watch the video version: http://bit.ly/YouTube-Rask |


    Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |


    Get in touch with us at podcast@rask.com.au or on Instagram @raskaustralia |


    DISCLAIMER: The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.


    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3348 yes     Catapult International Group Ltd (ASX: CAT), Australian Investors Podcast with Strawman's Andrew Page https://www.rask.com.au/podcasts/australian-investor-podcast/ In this week's Australian Investors Podcast, we're talking Catapult Group International Ltd (ASX: CAT). Andrew Page is a private investor and the founder of Strawman.com, Australia's premier investment platform for private investors to share their ASX share research and insights on companies. Andrew joins Owen Raszkiewicz on this week's episode of The Australian Investors Podcast to talk about Strawman and sporting software technology company Catapult Group International Ltd. Please enjoy this episode of The Australian Investors Podcast with Andrew Page, private investor. *This episode was recorded remotely due to COVID-19 restrictions, we apologise for any inconsistencies in audio quality. SHOW NOTES: http://bit.ly/Australian-Investors-Podcast | Watch the video version: http://bit.ly/YouTube-Rask | Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | Get in touch with us at podcast@rask.com.au or on Instagram @raskaustralia | DISCLAIMER: The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 07 Oct 2020 04:30:00 -0000 full 3 1 Rask In this week's Australian Investors Podcast, we're talking Catapult Group International Ltd (ASX: CAT). Andrew Page is a private investor and the founder of Strawman.com, Australia's premier investment platform for private investors to share their ASX share research and insights on companies. Andrew joins Owen Raszkiewicz on this week's episode of The Australian Investors Podcast to talk about Strawman and sporting software technology company Catapult Group International Ltd. Please enjoy this episode of The Australian Investors Podcast with Andrew Page, private investor. *This episode was recorded remotely due to COVID-19 restrictions, we apologise for any inconsistencies in audio quality. SHOW NOTES: http://bit.ly/Australian-Investors-Podcast | Watch the video version: http://bit.ly/YouTube-Rask | Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | Get in touch with us at podcast@rask.com.au or on Instagram @raskaustralia | DISCLAIMER: The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices In this week's Australian Investors Podcast, we're talking Catapult Group International Ltd (ASX: CAT).

    Andrew Page is a private investor and the founder of Strawman.com, Australia's premier investment platform for private investors to share their ASX share research and insights on companies.


    Andrew joins Owen Raszkiewicz on this week's episode of The Australian Investors Podcast to talk about Strawman and sporting software technology company Catapult Group International Ltd.


    Please enjoy this episode of The Australian Investors Podcast with Andrew Page, private investor.


    *This episode was recorded remotely due to COVID-19 restrictions, we apologise for any inconsistencies in audio quality.


    SHOW NOTES: http://bit.ly/Australian-Investors-Podcast |


    Watch the video version: http://bit.ly/YouTube-Rask |


    Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |


    Get in touch with us at podcast@rask.com.au or on Instagram @raskaustralia |


    DISCLAIMER: The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.


    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1670 no     Season 3 promo: The AIP is about to get lots better (2-min update) https://www.rask.com.au/podcasts/australian-investor-podcast/ The Australian Investors Podcast is about to get lots better. Better episodes. Bigger (and smaller) guests. More often. You'll get weekly updates, transcripts (coming soon) and my full investor workbook for every interview episode. In the next few weeks, you will be able to learn to invest better with me. Going forward, all of the episode Workbooks (incl. the books, resources and material I used to research guests/topics) will be available inside your free Rask Australia account: Click here to get your free account. Or paste this URL into your browser: www.rask.com.au/free-sign-up Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 06 Oct 2020 04:21:00 -0000 trailer 3 Rask The Australian Investors Podcast is about to get lots better. Better episodes. Bigger (and smaller) guests. More often. You'll get weekly updates, transcripts (coming soon) and my full investor workbook for every interview episode. In the next few weeks, you will be able to learn to invest better with me. Going forward, all of the episode Workbooks (incl. the books, resources and material I used to research guests/topics) will be available inside your free Rask Australia account: Click here to get your free account. Or paste this URL into your browser: www.rask.com.au/free-sign-up Learn more about your ad choices. Visit megaphone.fm/adchoices The Australian Investors Podcast is about to get lots better.


    Better episodes. Bigger (and smaller) guests. More often.


    You'll get weekly updates, transcripts (coming soon) and my full investor workbook for every interview episode.


    In the next few weeks, you will be able to learn to invest better with me. Going forward, all of the episode Workbooks (incl. the books, resources and material I used to research guests/topics) will be available inside your free Rask Australia account: Click here to get your free account.


    Or paste this URL into your browser: www.rask.com.au/free-sign-up

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     319 no     Pointerra Ltd (ASX:3DP), a chat with Andrew Page of Strawman https://www.rask.com.au/podcasts/australian-investor-podcast/ In this week's Australian Investors Podcast, we're talking Pointerra Ltd (ASX: 3DP). Andrew Page is a private investor and the founder of Strawman.com, Australia's premier investment platform for private investors to share their ASX share research and insights on companies. Andrew joins Owen Raszkiewicz on The Australian Investors Podcast to talk about Strawman and the small technology company lots of private investors are talking about: Pointerra. *This episode was recorded remotely due to COVID-19 restrictions, we apologise for any inconsistencies in audio quality. SHOW NOTES: http://bit.ly/Australian-Investors-Podcast | Watch the video version: https://bit.ly/Rask-YouTube | Get access to Owen’s free research reports, investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 29 Sep 2020 05:02:00 -0000 full 2 59 Rask In this week's Australian Investors Podcast, we're talking Pointerra Ltd (ASX: 3DP). Andrew Page is a private investor and the founder of Strawman.com, Australia's premier investment platform for private investors to share their ASX share research and insights on companies. Andrew joins Owen Raszkiewicz on The Australian Investors Podcast to talk about Strawman and the small technology company lots of private investors are talking about: Pointerra. *This episode was recorded remotely due to COVID-19 restrictions, we apologise for any inconsistencies in audio quality. SHOW NOTES: http://bit.ly/Australian-Investors-Podcast | Watch the video version: https://bit.ly/Rask-YouTube | Get access to Owen’s free research reports, investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices In this week's Australian Investors Podcast, we're talking Pointerra Ltd (ASX: 3DP).

    Andrew Page is a private investor and the founder of Strawman.com, Australia's premier investment platform for private investors to share their ASX share research and insights on companies.


    Andrew joins Owen Raszkiewicz on The Australian Investors Podcast to talk about Strawman and the small technology company lots of private investors are talking about: Pointerra.


    *This episode was recorded remotely due to COVID-19 restrictions, we apologise for any inconsistencies in audio quality.


    SHOW NOTES: http://bit.ly/Australian-Investors-Podcast |

    Watch the video version: https://bit.ly/Rask-YouTube |


    Get access to Owen’s free research reports, investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |


    The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1914 no     Interview: Stephen Moriarty, MMT & Private Investing http://bit.ly/Stephen-Moriarty-Pod Stephen Moriarty is a private investor, podcast host, author, wealth coach and former political adviser. He also has an incredible wealth of knowledge of economic theory and policy, which is why he was the ideal guest for covering an emerging but important topic called Modern Monetary Theory or MMT. *This episode was recorded remotely due to COVID-19 restrictions, we apologise for any inconsistencies in audio quality. SHOW NOTES: http://bit.ly/Stephen-Moriarty-Pod | Watch the video version: https://bit.ly/Rask-YouTube | Get access to Owen’s free research reports, investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 16 Sep 2020 05:30:00 -0000 full 2 58 Rask Stephen Moriarty is a private investor, podcast host, author, wealth coach and former political adviser. He also has an incredible wealth of knowledge of economic theory and policy, which is why he was the ideal guest for covering an emerging but important topic called Modern Monetary Theory or MMT. *This episode was recorded remotely due to COVID-19 restrictions, we apologise for any inconsistencies in audio quality. SHOW NOTES: http://bit.ly/Stephen-Moriarty-Pod | Watch the video version: https://bit.ly/Rask-YouTube | Get access to Owen’s free research reports, investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices Stephen Moriarty is a private investor, podcast host, author, wealth coach and former political adviser. He also has an incredible wealth of knowledge of economic theory and policy, which is why he was the ideal guest for covering an emerging but important topic called Modern Monetary Theory or MMT.


    *This episode was recorded remotely due to COVID-19 restrictions, we apologise for any inconsistencies in audio quality.


    SHOW NOTES: http://bit.ly/Stephen-Moriarty-Pod |

    Watch the video version: https://bit.ly/Rask-YouTube |


    Get access to Owen’s free research reports, investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |


    The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3946 no     Interview: Chris Judd, Private Investor http://bit.ly/ChrisJudd-Pod On this episode: Chris Judd is a former professional AFL football player turned private investor and podcast host. In this episode of The Australian Investors Podcast, Owen Raszkiewicz talks to Chris about: His early days, lessons learned and buying his first stock at age 16 How and why he continued to invest while competing in the AFL at the highest level The transition to becoming a full-time private investor post his sporting career Risk versus volatility, why volatility shouldn't matter to a private investor How Chris constructs his all weather portfolio using the simple principles and the ideas of a soccer team (high growth companies as strikers/forwards, defenders include gold mining companies and currency trades) Modern Monetary Theory (MMT) and the case for inflation, deflation and everything in between SHOW NOTES: http://bit.ly/ChrisJudd-Pod | Watch the video version: https://bit.ly/Rask-YouTube | Get access to Owen’s free research reports, investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 09 Sep 2020 06:00:00 -0000 full 2 57 Rask On this episode: Chris Judd is a former professional AFL football player turned private investor and podcast host. In this episode of The Australian Investors Podcast, Owen Raszkiewicz talks to Chris about: His early days, lessons learned and buying his first stock at age 16 How and why he continued to invest while competing in the AFL at the highest level The transition to becoming a full-time private investor post his sporting career Risk versus volatility, why volatility shouldn't matter to a private investor How Chris constructs his all weather portfolio using the simple principles and the ideas of a soccer team (high growth companies as strikers/forwards, defenders include gold mining companies and currency trades) Modern Monetary Theory (MMT) and the case for inflation, deflation and everything in between SHOW NOTES: http://bit.ly/ChrisJudd-Pod | Watch the video version: https://bit.ly/Rask-YouTube | Get access to Owen’s free research reports, investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices On this episode: Chris Judd is a former professional AFL football player turned private investor and podcast host.


    In this episode of The Australian Investors Podcast, Owen Raszkiewicz talks to Chris about:


    • His early days, lessons learned and buying his first stock at age 16
    • How and why he continued to invest while competing in the AFL at the highest level
    • The transition to becoming a full-time private investor post his sporting career
    • Risk versus volatility, why volatility shouldn't matter to a private investor
    • How Chris constructs his all weather portfolio using the simple principles and the ideas of a soccer team (high growth companies as strikers/forwards, defenders include gold mining companies and currency trades)
    • Modern Monetary Theory (MMT) and the case for inflation, deflation and everything in between


    SHOW NOTES: http://bit.ly/ChrisJudd-Pod |

    Watch the video version: https://bit.ly/Rask-YouTube |


    Get access to Owen’s free research reports, investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |


    The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3400 no     Jack Henry & Associates (NASDAQ:JKHY), with Aoris' Stephen Arnold https://bit.ly/Jack-Henry Stephen Arnold of Aoris Asset Management joins Owen Rask for a Stock Pitch episode on The Australian Investors Podcast. In this episode, Stephen talks through his thesis on Jack Henry & Associates Inc (NASDAQ: JHKY), the global IT consulting business. SHOW NOTES: https://bit.ly/Jack-Henry | Watch the video version: https://bit.ly/Rask-YouTube | Get access to Owen’s free research reports, investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 02 Sep 2020 05:30:00 -0000 full 2 55 Rask Stephen Arnold of Aoris Asset Management joins Owen Rask for a Stock Pitch episode on The Australian Investors Podcast. In this episode, Stephen talks through his thesis on Jack Henry & Associates Inc (NASDAQ: JHKY), the global IT consulting business. SHOW NOTES: https://bit.ly/Jack-Henry | Watch the video version: https://bit.ly/Rask-YouTube | Get access to Owen’s free research reports, investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices Stephen Arnold of Aoris Asset Management joins Owen Rask for a Stock Pitch episode on The Australian Investors Podcast. In this episode, Stephen talks through his thesis on Jack Henry & Associates Inc (NASDAQ: JHKY), the global IT consulting business.


    SHOW NOTES: https://bit.ly/Jack-Henry |

    Watch the video version: https://bit.ly/Rask-YouTube |


    Get access to Owen’s free research reports, investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |



    The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1853 no     Interview: Cameron Brownjohn - Private Equity investing http://bit.ly/CameronBrownjohn- Cameron Brownjohn is the CEO of Federation Asset Management, a private equity investment company focused on three primary buckets, including sustainable infrastructure & renewable energy, real estate for the healthcare, social and education sectors, and growth-style private companies. The conversation goes to places we haven't covered before, so Cameron uses many examples and anecdotes. I hope you enjoy this conversation with Cameron Brownjohn, CEO of Federation Asset Management. SHOW NOTES: http://bit.ly/CameronBrownjohn- | Take Owen’s free investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 26 Aug 2020 05:30:00 -0000 full 2 56 Rask Cameron Brownjohn is the CEO of Federation Asset Management, a private equity investment company focused on three primary buckets, including sustainable infrastructure & renewable energy, real estate for the healthcare, social and education sectors, and growth-style private companies. The conversation goes to places we haven't covered before, so Cameron uses many examples and anecdotes. I hope you enjoy this conversation with Cameron Brownjohn, CEO of Federation Asset Management. SHOW NOTES: http://bit.ly/CameronBrownjohn- | Take Owen’s free investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices Cameron Brownjohn is the CEO of Federation Asset Management, a private equity investment company focused on three primary buckets, including sustainable infrastructure & renewable energy, real estate for the healthcare, social and education sectors, and growth-style private companies.

    The conversation goes to places we haven't covered before, so Cameron uses many examples and anecdotes. I hope you enjoy this conversation with Cameron Brownjohn, CEO of Federation Asset Management.


    SHOW NOTES: http://bit.ly/CameronBrownjohn- |


    Take Owen’s free investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |


    The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3114 no     Accenture Plc (NYSE:ACN), with Aoris' Stephen Arnold https://bit.ly/Stock-Pitch-Accenture Aoris Asset Management's Stephen Arnold, CFA, joins Owen for a Stock Pitch episode on The Australian Investors Podcast. In this episode, Stephen talks through his thesis on Accenture Plc (NYSE: ACN), the global IT consulting business. SHOW NOTES: https://bit.ly/Stock-Pitch-Accenture | Watch the video version: https://bit.ly/Rask-YouTube | Take Owen’s free investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 19 Aug 2020 05:30:00 -0000 full 2 54 Rask Aoris Asset Management's Stephen Arnold, CFA, joins Owen for a Stock Pitch episode on The Australian Investors Podcast. In this episode, Stephen talks through his thesis on Accenture Plc (NYSE: ACN), the global IT consulting business. SHOW NOTES: https://bit.ly/Stock-Pitch-Accenture | Watch the video version: https://bit.ly/Rask-YouTube | Take Owen’s free investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices Aoris Asset Management's Stephen Arnold, CFA, joins Owen for a Stock Pitch episode on The Australian Investors Podcast. In this episode, Stephen talks through his thesis on Accenture Plc (NYSE: ACN), the global IT consulting business.



    SHOW NOTES: https://bit.ly/Stock-Pitch-Accenture |

    Watch the video version: https://bit.ly/Rask-YouTube |


    Take Owen’s free investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |



    The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2040 no     Interview: Michael Goldberg - Contrary https://bit.ly/Michael-Goldberg Michael Goldberg is the Founder & Portfolio Manager of the Collins St Value Fund, a funds management company based in Melbourne. Michael’s history as an investor and adviser culminated with the launch of their own fund in 2015. His style of investing can be characterised as high conviction and contrarian, meaning he and Vas back themselves into ideas that others would find uncomfortable. Michael prides himself on his team’s boots on the ground due diligence which, as we explore in the podcast, can result in more than a few interesting stories. Michael’s entrepreneurial tendencies and business savviness began long before he became a professional investor. For example, Michael started his own disruptive cleaning business in Israel after seeing an opportunity whilst he pursued his studies. This episode is rich with lessons for life, investing, the research process, money and business. I’ll listen back to this one a few times. I hope you enjoy it. SHOW NOTES: https://bit.ly/Michael-Goldberg | Take Owen’s free investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.c Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 12 Aug 2020 05:30:00 -0000 full 2 52 Rask Michael Goldberg is the Founder & Portfolio Manager of the Collins St Value Fund, a funds management company based in Melbourne. Michael’s history as an investor and adviser culminated with the launch of their own fund in 2015. His style of investing can be characterised as high conviction and contrarian, meaning he and Vas back themselves into ideas that others would find uncomfortable. Michael prides himself on his team’s boots on the ground due diligence which, as we explore in the podcast, can result in more than a few interesting stories. Michael’s entrepreneurial tendencies and business savviness began long before he became a professional investor. For example, Michael started his own disruptive cleaning business in Israel after seeing an opportunity whilst he pursued his studies. This episode is rich with lessons for life, investing, the research process, money and business. I’ll listen back to this one a few times. I hope you enjoy it. SHOW NOTES: https://bit.ly/Michael-Goldberg | Take Owen’s free investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.c Learn more about your ad choices. Visit megaphone.fm/adchoices Michael Goldberg is the Founder & Portfolio Manager of the Collins St Value Fund, a funds management company based in Melbourne.


    Michael’s history as an investor and adviser culminated with the launch of their own fund in 2015. His style of investing can be characterised as high conviction and contrarian, meaning he and Vas back themselves into ideas that others would find uncomfortable. Michael prides himself on his team’s boots on the ground due diligence which, as we explore in the podcast, can result in more than a few interesting stories.


    Michael’s entrepreneurial tendencies and business savviness began long before he became a professional investor. For example, Michael started his own disruptive cleaning business in Israel after seeing an opportunity whilst he pursued his studies.


    This episode is rich with lessons for life, investing, the research process, money and business. I’ll listen back to this one a few times. I hope you enjoy it.


    SHOW NOTES: https://bit.ly/Michael-Goldberg |


    Take Owen’s free investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |



    The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.c

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4607 no     Interview: Per Amundsen, ThinkTank Commercial Property Finance https://bit.ly/Per-Amundsen In this episode of The Australian Investors Podcast Owen talks with Per Amundsen of ThinkTank Commercial Property Finance. ThinkTank provides investors exposure to commercial property debt, by extending credit to borrowers such as business owners, SMSFs and development companies. This is a unique episode in the series thus far because it's a new asset class for the series, the company Per helped build is one of just a few in Australia and it serves both sides of the ledger. In this episode Owen and Per discuss: Per's journey from Canada to Australian banking How and why commercial property debt is receiving a lot of investor interest How funds like ThinkTank provide exposure to investors at different parts of the capital stack The risks involved in commercial debt investing COVID-19's impact on commercial and residential property, as well as retail-specific sectors; and The opportunity in industrial property SHOW NOTES: https://bit.ly/Per-Amundsen | Take Owen’s free investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | PLEASE NOTE: This episode was recorded remotely, we apologize for any inconvenience with the audio quality. The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 29 Jul 2020 05:30:00 -0000 full 2 50 Rask In this episode of The Australian Investors Podcast Owen talks with Per Amundsen of ThinkTank Commercial Property Finance. ThinkTank provides investors exposure to commercial property debt, by extending credit to borrowers such as business owners, SMSFs and development companies. This is a unique episode in the series thus far because it's a new asset class for the series, the company Per helped build is one of just a few in Australia and it serves both sides of the ledger. In this episode Owen and Per discuss: Per's journey from Canada to Australian banking How and why commercial property debt is receiving a lot of investor interest How funds like ThinkTank provide exposure to investors at different parts of the capital stack The risks involved in commercial debt investing COVID-19's impact on commercial and residential property, as well as retail-specific sectors; and The opportunity in industrial property SHOW NOTES: https://bit.ly/Per-Amundsen | Take Owen’s free investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | PLEASE NOTE: This episode was recorded remotely, we apologize for any inconvenience with the audio quality. The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of The Australian Investors Podcast Owen talks with Per Amundsen of ThinkTank Commercial Property Finance. ThinkTank provides investors exposure to commercial property debt, by extending credit to borrowers such as business owners, SMSFs and development companies.

    This is a unique episode in the series thus far because it's a new asset class for the series, the company Per helped build is one of just a few in Australia and it serves both sides of the ledger.


    In this episode Owen and Per discuss:

    • Per's journey from Canada to Australian banking
    • How and why commercial property debt is receiving a lot of investor interest
    • How funds like ThinkTank provide exposure to investors at different parts of the capital stack
    • The risks involved in commercial debt investing
    • COVID-19's impact on commercial and residential property, as well as retail-specific sectors; and
    • The opportunity in industrial property


    SHOW NOTES: https://bit.ly/Per-Amundsen |


    Take Owen’s free investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |


    PLEASE NOTE: This episode was recorded remotely, we apologize for any inconvenience with the audio quality.


    The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3617 no     Owen's special: free report & interview with Ralph Highnam, founder of Volpara (ASX:VHT) https://www.rask.com.au/rask-rockets/?utm_source=AIP This is a special episode of The Australian Investors Podcast. In it, Owen shares an exclusive CEO interview with Ralph Highnam from Volpara Health Technologies Ltd (ASX: VHT), one of the 10 companies chosen for our Rask Rockets 2020 program. Click here to get the free report and register: https://bit.ly/rockets20pod Important Disclaimer: The information in this podcast series contains general financial information/advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 27 Jul 2020 06:20:00 -0000 full 2 51 Rask This is a special episode of The Australian Investors Podcast. In it, Owen shares an exclusive CEO interview with Ralph Highnam from Volpara Health Technologies Ltd (ASX: VHT), one of the 10 companies chosen for our Rask Rockets 2020 program. Click here to get the free report and register: https://bit.ly/rockets20pod Important Disclaimer: The information in this podcast series contains general financial information/advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices This is a special episode of The Australian Investors Podcast. In it, Owen shares an exclusive CEO interview with Ralph Highnam from Volpara Health Technologies Ltd (ASX: VHT), one of the 10 companies chosen for our Rask Rockets 2020 program.


    Click here to get the free report and register: https://bit.ly/rockets20pod


    Important Disclaimer: The information in this podcast series contains general financial information/advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2074 no     Interview: Robert Millner, Chairman, Washington H. Soul Pattinson and Brickworks https://bit.ly/Robert-Millner This episode of The Australian Investors Podcast features Robert Millner, the Chairman, director and major investor in Washington H. Soul Pattinson and Brickworks amongst many other great Australian companies. This is one of my favourite conversations ever recorded for The Australian Investors Podcast because it is filled with simple, actionable insights everyone can pick up and apply to their investment process. Owen and Robert talk about: The story behind Soul Patts & its investment process How to find great managers and visionary leaders Intergenerational wealth creation and the family secrets to building a 100-year-old company Why dividends are crucial to Millner's investment process Rob's favourite books The money and investing advice Rob would give to himself We believe this is probably the most important investing podcast episodes in Australia. If you're serious about investing and making money for your kids. And their kids. This is a must-listen. SHOW NOTES: https://bit.ly/Robert-Millner | Take Owen’s free investing courses & hear first about podcasts and promotions: https://bit.ly/master-investing | PLEASE NOTE: This episode was recorded remotely, we apologize for any inconvenience with the audio quality. The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 15 Jul 2020 05:20:00 -0000 full 2 50 Rask This episode of The Australian Investors Podcast features Robert Millner, the Chairman, director and major investor in Washington H. Soul Pattinson and Brickworks amongst many other great Australian companies. This is one of my favourite conversations ever recorded for The Australian Investors Podcast because it is filled with simple, actionable insights everyone can pick up and apply to their investment process. Owen and Robert talk about: The story behind Soul Patts & its investment process How to find great managers and visionary leaders Intergenerational wealth creation and the family secrets to building a 100-year-old company Why dividends are crucial to Millner's investment process Rob's favourite books The money and investing advice Rob would give to himself We believe this is probably the most important investing podcast episodes in Australia. If you're serious about investing and making money for your kids. And their kids. This is a must-listen. SHOW NOTES: https://bit.ly/Robert-Millner | Take Owen’s free investing courses & hear first about podcasts and promotions: https://bit.ly/master-investing | PLEASE NOTE: This episode was recorded remotely, we apologize for any inconvenience with the audio quality. The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices This episode of The Australian Investors Podcast features Robert Millner, the Chairman, director and major investor in Washington H. Soul Pattinson and Brickworks amongst many other great Australian companies.

    This is one of my favourite conversations ever recorded for The Australian Investors Podcast because it is filled with simple, actionable insights everyone can pick up and apply to their investment process. Owen and Robert talk about:

    • The story behind Soul Patts & its investment process
    • How to find great managers and visionary leaders
    • Intergenerational wealth creation and the family secrets to building a 100-year-old company
    • Why dividends are crucial to Millner's investment process
    • Rob's favourite books
    • The money and investing advice Rob would give to himself

    We believe this is probably the most important investing podcast episodes in Australia. If you're serious about investing and making money for your kids. And their kids. This is a must-listen.


    SHOW NOTES: https://bit.ly/Robert-Millner |


    Take Owen’s free investing courses & hear first about podcasts and promotions: https://bit.ly/master-investing |


    PLEASE NOTE: This episode was recorded remotely, we apologize for any inconvenience with the audio quality.


    The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2511 no     Interview: Henrik Andersson - The case for Crypto https://bit.ly/Henrik-ShowNotes On this episode of The Australian Investors Podcast, Owen speaks with Henrik Andersson, the Founder and Chief Investment Officer of Apollo Capital, a specialist crypto assets fund based in Melbourne. Crypto assets, digital currencies and blockchain technologies can be easily misunderstood in the investments community and society more broadly. In addition to sharing his story, Hendrik takes us on a journey to: Discover more about crypto assets The basics of open-source software and Bitcoin's (BTC) foundation How to understand the blockchain Decentralised finance and other use-cases of blockchain systems Portfolio construction with crypto Valuations of crypto assets versus gold, and Some of the more novel applications we're likely to see in the sector If you believe in a world where 'trustless' systems, distributed ledgers and digital currencies will play an increasing role in our lives, this is the episode for you. It's also a great primer on crypto assets for financial advisers, investors and people new to cryptography. SHOW NOTES: https://bit.ly/Henrik-ShowNotes | Take Owen’s free investing courses & hear first about podcasts and promotions: https://bit.ly/master-investing | The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 03 Jul 2020 04:00:00 -0000 full 2 49 Rask On this episode of The Australian Investors Podcast, Owen speaks with Henrik Andersson, the Founder and Chief Investment Officer of Apollo Capital, a specialist crypto assets fund based in Melbourne. Crypto assets, digital currencies and blockchain technologies can be easily misunderstood in the investments community and society more broadly. In addition to sharing his story, Hendrik takes us on a journey to: Discover more about crypto assets The basics of open-source software and Bitcoin's (BTC) foundation How to understand the blockchain Decentralised finance and other use-cases of blockchain systems Portfolio construction with crypto Valuations of crypto assets versus gold, and Some of the more novel applications we're likely to see in the sector If you believe in a world where 'trustless' systems, distributed ledgers and digital currencies will play an increasing role in our lives, this is the episode for you. It's also a great primer on crypto assets for financial advisers, investors and people new to cryptography. SHOW NOTES: https://bit.ly/Henrik-ShowNotes | Take Owen’s free investing courses & hear first about podcasts and promotions: https://bit.ly/master-investing | The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices On this episode of The Australian Investors Podcast, Owen speaks with Henrik Andersson, the Founder and Chief Investment Officer of Apollo Capital, a specialist crypto assets fund based in Melbourne.

    Crypto assets, digital currencies and blockchain technologies can be easily misunderstood in the investments community and society more broadly. In addition to sharing his story, Hendrik takes us on a journey to:

    • Discover more about crypto assets
    • The basics of open-source software and Bitcoin's (BTC) foundation
    • How to understand the blockchain
    • Decentralised finance and other use-cases of blockchain systems
    • Portfolio construction with crypto
    • Valuations of crypto assets versus gold, and
    • Some of the more novel applications we're likely to see in the sector

    If you believe in a world where 'trustless' systems, distributed ledgers and digital currencies will play an increasing role in our lives, this is the episode for you. It's also a great primer on crypto assets for financial advisers, investors and people new to cryptography.


    SHOW NOTES: https://bit.ly/Henrik-ShowNotes |


    Take Owen’s free investing courses & hear first about podcasts and promotions: https://bit.ly/master-investing |


    The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4092 no     Interview: Lawrence Lam - Lumenary Investment Management https://bit.ly/Lawrence-Lam Lawrence Lam is the Founder and Chief Investment Officer of Lumenary Investment Management, a boutique funds management business that invests solely in founder-run companies. Despite launching his fund in 2017 Lawrence has kept a very low profile, so I’m very glad I got this opportunity to speak with him. Lawrence is one of the brightest young thinkers I’ve come across. He is at ease blending mathematics, actuarial science, law, technology and investing into a concise thought and process. In this video and audio episode, Lawrence and I talk about his experience living with an entrepreneurial father, investment banking, inequality, valuation, turnarounds and, of course, the founder’s spirit. This is an episode I’ll listen to again, at least a few times. All show notes & resources: https://bit.ly/Lawrence-Lam The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 19 Jun 2020 05:00:00 -0000 full 2 48 Rask Lawrence Lam is the Founder and Chief Investment Officer of Lumenary Investment Management, a boutique funds management business that invests solely in founder-run companies. Despite launching his fund in 2017 Lawrence has kept a very low profile, so I’m very glad I got this opportunity to speak with him. Lawrence is one of the brightest young thinkers I’ve come across. He is at ease blending mathematics, actuarial science, law, technology and investing into a concise thought and process. In this video and audio episode, Lawrence and I talk about his experience living with an entrepreneurial father, investment banking, inequality, valuation, turnarounds and, of course, the founder’s spirit. This is an episode I’ll listen to again, at least a few times. All show notes & resources: https://bit.ly/Lawrence-Lam The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Lawrence Lam is the Founder and Chief Investment Officer of Lumenary Investment Management, a boutique funds management business that invests solely in founder-run companies. Despite launching his fund in 2017 Lawrence has kept a very low profile, so I’m very glad I got this opportunity to speak with him.

    Lawrence is one of the brightest young thinkers I’ve come across. He is at ease blending mathematics, actuarial science, law, technology and investing into a concise thought and process. In this video and audio episode, Lawrence and I talk about his experience living with an entrepreneurial father, investment banking, inequality, valuation, turnarounds and, of course, the founder’s spirit. This is an episode I’ll listen to again, at least a few times.


    All show notes & resources: https://bit.ly/Lawrence-Lam


    The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.


    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4021 no     Barbell portfolio construction & an ASX mining stock - Ft. Datt Capital https://bit.ly/2XUqLuR In this episode of The Australian Investors Podcast I’m joined again by Emanuel Datt, of Datt Capital. In this episode we talk about portfolio construction, the benefits of unlisted debt, assessing management teams and a mining development company called Adriatic Metals. I hope you enjoy this discussion with Emanuel from Datt Capital. All show notes & resources: https://bit.ly/datt-show-notes The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 15 Jun 2020 00:00:00 -0000 full 2 47 Rask In this episode of The Australian Investors Podcast I’m joined again by Emanuel Datt, of Datt Capital. In this episode we talk about portfolio construction, the benefits of unlisted debt, assessing management teams and a mining development company called Adriatic Metals. I hope you enjoy this discussion with Emanuel from Datt Capital. All show notes & resources: https://bit.ly/datt-show-notes The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of The Australian Investors Podcast I’m joined again by Emanuel Datt, of Datt Capital. In this episode we talk about portfolio construction, the benefits of unlisted debt, assessing management teams and a mining development company called Adriatic Metals. I hope you enjoy this discussion with Emanuel from Datt Capital.


    All show notes & resources: https://bit.ly/datt-show-notes


    The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2894 no     Forager’s Steve Johnson: the COVID recovery & Uber https://bit.ly/2BtPNZ2 Steve Johnson, CFA, the Founder and Chief Investment Officer of Forager Funds joins Owen Raszkiewicz for a discussion about markets, sectors & opportunities in the wake of COVID-19, how investors have got the stock market rally wrong, the psychology of investing through a crisis and value investing generally. Of course, Steve also shares a few stock stories and opportunities/additions across the Forager Australian Shares Fund and Forager International Shares Fund, including: - Wizz Air Holdings (LON: WIZZ) - Tourism Holdings Limited (NZX: THL) - Uber Technologies (NASDAQ: UBER) All show notes & resources: https://bit.ly/2BtPNZ2 The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 05 Jun 2020 23:00:00 -0000 full 2 46 Rask Steve Johnson, CFA, the Founder and Chief Investment Officer of Forager Funds joins Owen Raszkiewicz for a discussion about markets, sectors & opportunities in the wake of COVID-19, how investors have got the stock market rally wrong, the psychology of investing through a crisis and value investing generally. Of course, Steve also shares a few stock stories and opportunities/additions across the Forager Australian Shares Fund and Forager International Shares Fund, including: - Wizz Air Holdings (LON: WIZZ) - Tourism Holdings Limited (NZX: THL) - Uber Technologies (NASDAQ: UBER) All show notes & resources: https://bit.ly/2BtPNZ2 The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices Steve Johnson, CFA, the Founder and Chief Investment Officer of Forager Funds joins Owen Raszkiewicz for a discussion about markets, sectors & opportunities in the wake of COVID-19, how investors have got the stock market rally wrong, the psychology of investing through a crisis and value investing generally.


    Of course, Steve also shares a few stock stories and opportunities/additions across the Forager Australian Shares Fund and Forager International Shares Fund, including:

    - Wizz Air Holdings (LON: WIZZ)

    - Tourism Holdings Limited (NZX: THL)

    - Uber Technologies (NASDAQ: UBER)


    All show notes & resources: https://bit.ly/2BtPNZ2


    The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2178 no     Interview: Tom Millner & Will Culbert - Contact Asset Management This episode of The Australian Investors Podcast features Tom Millner and Will Culbert from Contact Asset Management. Contact AM is the investment manager behind the BKI listed investment company, WHSP Large Cap portfolio, and an ex-50 fund. Will and Tom joined me via video link from their Sydney office, with a photo of the Contact racing horse behind them. Tom and Will share the story of their early life, lessons learned working for their family businesses, permanent capital and funds management, investing for dividends and the importance of a long-term focus. I hope you enjoy this episode of the Australian Investors Podcast. All show notes & resources: https://bit.ly/2T5qHpg The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices Sat, 16 May 2020 00:30:00 -0000 full 2 45 Rask This episode of The Australian Investors Podcast features Tom Millner and Will Culbert from Contact Asset Management. Contact AM is the investment manager behind the BKI listed investment company, WHSP Large Cap portfolio, and an ex-50 fund. Will and Tom joined me via video link from their Sydney office, with a photo of the Contact racing horse behind them. Tom and Will share the story of their early life, lessons learned working for their family businesses, permanent capital and funds management, investing for dividends and the importance of a long-term focus. I hope you enjoy this episode of the Australian Investors Podcast. All show notes & resources: https://bit.ly/2T5qHpg The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices This episode of The Australian Investors Podcast features Tom Millner and Will Culbert from Contact Asset Management. Contact AM is the investment manager behind the BKI listed investment company, WHSP Large Cap portfolio, and an ex-50 fund.


    Will and Tom joined me via video link from their Sydney office, with a photo of the Contact racing horse behind them.


    Tom and Will share the story of their early life, lessons learned working for their family businesses, permanent capital and funds management, investing for dividends and the importance of a long-term focus. I hope you enjoy this episode of the Australian Investors Podcast.


    All show notes & resources: https://bit.ly/2T5qHpg


    The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4228 no     1 Small Cap Stock, with Datt Capital Emanuel Datt from Datt Capital joins Owen Raszkiewicz for round two of three on The Australian Investors Podcast and this time, Emanuel shares one of the tiny small-cap ASX share ideas with us. Owen and Emanuel first reflect on the current volatility and how Emanuel and Datt has fared through it. Then Emanuel goes back to first principles, walks us through the process for uncovering growth companies like Afterpay Ltd(ASX: APT) and a new company in Datt Capital’s fund. All show notes & resources: https://bit.ly/2L7bO1t The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices Sat, 09 May 2020 00:00:00 -0000 full 2 44 Rask Emanuel Datt from Datt Capital joins Owen Raszkiewicz for round two of three on The Australian Investors Podcast and this time, Emanuel shares one of the tiny small-cap ASX share ideas with us. Owen and Emanuel first reflect on the current volatility and how Emanuel and Datt has fared through it. Then Emanuel goes back to first principles, walks us through the process for uncovering growth companies like Afterpay Ltd(ASX: APT) and a new company in Datt Capital’s fund. All show notes & resources: https://bit.ly/2L7bO1t The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices Emanuel Datt from Datt Capital joins Owen Raszkiewicz for round two of three on The Australian Investors Podcast and this time, Emanuel shares one of the tiny small-cap ASX share ideas with us. Owen and Emanuel first reflect on the current volatility and how Emanuel and Datt has fared through it. Then Emanuel goes back to first principles, walks us through the process for uncovering growth companies like Afterpay Ltd(ASX: APT) and a new company in Datt Capital’s fund.


    All show notes & resources: https://bit.ly/2L7bO1t


    The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3163 no     Australian property in 2020: the data & insights with Pete Wargent With everything that’s gone on in markets in 2020, we figured it would be a good change of tact to spend a week focused on property markets, including what we know so far and what comes next. Economist, investor and author Pete Wargent joins Owen for this episode to talk about the implications for renters, landlords, owners and investors. This is a unique episode because Pete shares some of his data and analysis with us via video. You don’t need to watch the video version of this podcast but if you want to see what Pete and Owen are talking about and the charts he is using, you’ll find the YouTube link in your podcast player. All show notes are also available, including links to Pete and Stephen’s new book below. We hope you enjoy this episode of The Australian Investors Podcast. All show notes & resources: https://bit.ly/2Wxz1Pz | The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices Sat, 02 May 2020 02:00:00 -0000 full 2 43 Rask With everything that’s gone on in markets in 2020, we figured it would be a good change of tact to spend a week focused on property markets, including what we know so far and what comes next. Economist, investor and author Pete Wargent joins Owen for this episode to talk about the implications for renters, landlords, owners and investors. This is a unique episode because Pete shares some of his data and analysis with us via video. You don’t need to watch the video version of this podcast but if you want to see what Pete and Owen are talking about and the charts he is using, you’ll find the YouTube link in your podcast player. All show notes are also available, including links to Pete and Stephen’s new book below. We hope you enjoy this episode of The Australian Investors Podcast. All show notes & resources: https://bit.ly/2Wxz1Pz | The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices With everything that’s gone on in markets in 2020, we figured it would be a good change of tact to spend a week focused on property markets, including what we know so far and what comes next. Economist, investor and author Pete Wargent joins Owen for this episode to talk about the implications for renters, landlords, owners and investors. This is a unique episode because Pete shares some of his data and analysis with us via video. You don’t need to watch the video version of this podcast but if you want to see what Pete and Owen are talking about and the charts he is using, you’ll find the YouTube link in your podcast player. All show notes are also available, including links to Pete and Stephen’s new book below. We hope you enjoy this episode of The Australian Investors Podcast.


    All show notes & resources: https://bit.ly/2Wxz1Pz |


    The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2456 no     Mark Tobin, Coffee Microcaps This episode of the Australian Investors Podcast features Mark Tobin, founder of Coffee Microcaps. Many of you may know Mark from his coverage of small and micro-cap stocks, or his conferences in Sydney. Mark is an analyst with an interesting backstory. For about the next 30-40 minutes Owen and Mark talk about volatility and the opportunity in small caps, including what we’ve seen is far in 2020 and how Mark is trying to shed more light on the smallest end of the market. PLEASE NOTE: This episode was recorded online between Melbourne and South Africa. We apologize for any inconvenience with the audio quality. Mark's website: https://www.coffeemicrocaps.com/?utm_source=RASK-AUSTRALIA Show notes & resources: https://www.rask.com.au/stock-pitch-mark-tobin/?utm_source=AIP The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices Sat, 25 Apr 2020 11:00:00 -0000 full 2 42 Rask This episode of the Australian Investors Podcast features Mark Tobin, founder of Coffee Microcaps. Many of you may know Mark from his coverage of small and micro-cap stocks, or his conferences in Sydney. Mark is an analyst with an interesting backstory. For about the next 30-40 minutes Owen and Mark talk about volatility and the opportunity in small caps, including what we’ve seen is far in 2020 and how Mark is trying to shed more light on the smallest end of the market. PLEASE NOTE: This episode was recorded online between Melbourne and South Africa. We apologize for any inconvenience with the audio quality. Mark's website: https://www.coffeemicrocaps.com/?utm_source=RASK-AUSTRALIA Show notes & resources: https://www.rask.com.au/stock-pitch-mark-tobin/?utm_source=AIP The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices This episode of the Australian Investors Podcast features Mark Tobin, founder of Coffee Microcaps. Many of you may know Mark from his coverage of small and micro-cap stocks, or his conferences in Sydney. Mark is an analyst with an interesting backstory. For about the next 30-40 minutes Owen and Mark talk about volatility and the opportunity in small caps, including what we’ve seen is far in 2020 and how Mark is trying to shed more light on the smallest end of the market.


    PLEASE NOTE: This episode was recorded online between Melbourne and South Africa. We apologize for any inconvenience with the audio quality.


    Mark's website: https://www.coffeemicrocaps.com/?utm_source=RASK-AUSTRALIA


    Show notes & resources: https://www.rask.com.au/stock-pitch-mark-tobin/?utm_source=AIP


    The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3512 no     Stock pitch: Matt Joass, CFA - Maven Funds Management In this Stock Pick episode of The Australian Investors Podcast I chat with Matt Joass, CFA, Chief Investment Officer at Maven Funds Management. Matt provides his take on the COVID-19 recovery and why it could come quicker than many investors expect here in Australia. Matt also provides an overview of Pushpay (ASX:PPH) and a2 Milk Company Ltd (ASX: A2M). Show notes & resources The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 17 Apr 2020 22:00:00 -0000 full 2 41 Rask In this Stock Pick episode of The Australian Investors Podcast I chat with Matt Joass, CFA, Chief Investment Officer at Maven Funds Management. Matt provides his take on the COVID-19 recovery and why it could come quicker than many investors expect here in Australia. Matt also provides an overview of Pushpay (ASX:PPH) and a2 Milk Company Ltd (ASX: A2M). Show notes & resources The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices In this Stock Pick episode of The Australian Investors Podcast I chat with Matt Joass, CFA, Chief Investment Officer at Maven Funds Management.


    Matt provides his take on the COVID-19 recovery and why it could come quicker than many investors expect here in Australia. Matt also provides an overview of Pushpay (ASX:PPH) and a2 Milk Company Ltd (ASX: A2M).


    Show notes & resources


    The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2433 no     3 ASX shares from Emanuel Datt, Datt Capital https://www.rask.com.au/2020/04/10/stock-pick-emanuel-datt-datt-capital/ In this Stock Pick! episode of The Australian Investors Podcast I chat with Emanuel Datt of Datt Capital. Emanuel provides three ASX stock ideas with a concise thesis on each. Before he pitches the ideas, Emanuel takes us through his current thinking on a COVID-19 recovery, impacts on various asset classes and ways to position for different versions of recovery. Emanuel's website: https://www.datt.com.au/?utm_source=RASK-AUSTRALIA Show notes & resources The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 10 Apr 2020 04:34:00 -0000 full 2 40 Rask In this Stock Pick! episode of The Australian Investors Podcast I chat with Emanuel Datt of Datt Capital. Emanuel provides three ASX stock ideas with a concise thesis on each. Before he pitches the ideas, Emanuel takes us through his current thinking on a COVID-19 recovery, impacts on various asset classes and ways to position for different versions of recovery. Emanuel's website: https://www.datt.com.au/?utm_source=RASK-AUSTRALIA Show notes & resources The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices In this Stock Pick! episode of The Australian Investors Podcast I chat with Emanuel Datt of Datt Capital. Emanuel provides three ASX stock ideas with a concise thesis on each. Before he pitches the ideas, Emanuel takes us through his current thinking on a COVID-19 recovery, impacts on various asset classes and ways to position for different versions of recovery.


    Emanuel's website: https://www.datt.com.au/?utm_source=RASK-AUSTRALIA


    Show notes & resources


    The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2809 no     Owen's favourite ASX small cap https://www.rask.com.au/2020/04/03/owens-stock-pitch-on-the-australian-investors-podcast/ In this episode of The Australian Investors Podcast, Owen pitches his favourite ASX small cap share idea. Get Owen's investment research (Rask Invest): https://www.rask.com.au/subscriptions/?utm_source=investor-podcast Show notes: https://www.rask.com.au/2020/04/03/owens-stock-pitch-on-the-australian-investors-podcast/?utm_source=investor-podcast Date of recording: April 3, 2020 Disclosure: At the time of publishing, Owen owns shares of RPMGlobal Holdings (ASX: RUL) & Facebook Inc (NASDAQ: FB). DISCLAIMER: This podcast contains general investment advice/information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Investing involves the risk of capital loss. FSG: https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 03 Apr 2020 06:00:00 -0000 full 2 39 Rask In this episode of The Australian Investors Podcast, Owen pitches his favourite ASX small cap share idea. Get Owen's investment research (Rask Invest): https://www.rask.com.au/subscriptions/?utm_source=investor-podcast Show notes: https://www.rask.com.au/2020/04/03/owens-stock-pitch-on-the-australian-investors-podcast/?utm_source=investor-podcast Date of recording: April 3, 2020 Disclosure: At the time of publishing, Owen owns shares of RPMGlobal Holdings (ASX: RUL) & Facebook Inc (NASDAQ: FB). DISCLAIMER: This podcast contains general investment advice/information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Investing involves the risk of capital loss. FSG: https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of The Australian Investors Podcast, Owen pitches his favourite ASX small cap share idea.


    Get Owen's investment research (Rask Invest):

    https://www.rask.com.au/subscriptions/?utm_source=investor-podcast


    Show notes: https://www.rask.com.au/2020/04/03/owens-stock-pitch-on-the-australian-investors-podcast/?utm_source=investor-podcast


    Date of recording: April 3, 2020


    Disclosure: At the time of publishing, Owen owns shares of RPMGlobal Holdings (ASX: RUL) & Facebook Inc (NASDAQ: FB).


    DISCLAIMER: This podcast contains general investment advice/information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Investing involves the risk of capital loss. FSG: https://www.rask.com.au/fsg

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2884 no     Interview: Damien Klassen, Nucleus Wealth (COVID-19 special) https://www.rask.com.au/2020/03/26/damien-klassen/ This week on The Australian Investors Podcast I speak with Damien Klassen. Damien is the Head of Investments at Nucleus Wealth, a Melbourne-based funds management and advice firm. Some commentators are calling Damien "the investor who saw it (COVID-19) coming". Show notes: https://www.rask.com.au/2020/03/26/damien-klassen/ Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 26 Mar 2020 20:29:00 -0000 full 2 38 Rask This week on The Australian Investors Podcast I speak with Damien Klassen. Damien is the Head of Investments at Nucleus Wealth, a Melbourne-based funds management and advice firm. Some commentators are calling Damien "the investor who saw it (COVID-19) coming". Show notes: https://www.rask.com.au/2020/03/26/damien-klassen/ Learn more about your ad choices. Visit megaphone.fm/adchoices This week on The Australian Investors Podcast I speak with Damien Klassen. Damien is the Head of Investments at Nucleus Wealth, a Melbourne-based funds management and advice firm.


    Some commentators are calling Damien "the investor who saw it (COVID-19) coming".


    Show notes: https://www.rask.com.au/2020/03/26/damien-klassen/



    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3916 no     Value investing amidst uncertainty, with Claude Walker & Andrew Page https://www.raskmedia.com.au/2020/03/15/australian-sharemarket-investor-update-ft-andrew-page-claude-walker/?utm_source=AIP-EP-1 In this episode I speak with Strawman's Andrew Page and A Rich Life's Claude Walker to consider how we approach the market in 2020 and strategies to invest prudently on the Australian share market in the wake of the Coronavirus (COVID-19) pandemic, including worst-affected sectors, valuations and things to avoid. FULL SHOW NOTES available: https://www.raskmedia.com.au/2020/03/15/australian-sharemarket-investor-update-ft-andrew-page-claude-walker/?utm_source=AIP-EP-1 Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 16 Mar 2020 22:59:00 -0000 full 2 1 Rask In this episode I speak with Strawman's Andrew Page and A Rich Life's Claude Walker to consider how we approach the market in 2020 and strategies to invest prudently on the Australian share market in the wake of the Coronavirus (COVID-19) pandemic, including worst-affected sectors, valuations and things to avoid. FULL SHOW NOTES available: https://www.raskmedia.com.au/2020/03/15/australian-sharemarket-investor-update-ft-andrew-page-claude-walker/?utm_source=AIP-EP-1 Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode I speak with Strawman's Andrew Page and A Rich Life's Claude Walker to consider how we approach the market in 2020 and strategies to invest prudently on the Australian share market in the wake of the Coronavirus (COVID-19) pandemic, including worst-affected sectors, valuations and things to avoid.


    FULL SHOW NOTES available: https://www.raskmedia.com.au/2020/03/15/australian-sharemarket-investor-update-ft-andrew-page-claude-walker/?utm_source=AIP-EP-1

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2646 no     Recap & Season 2 Promo https://www.rask.com.au/2020/03/12/season-1-recap/ Tune in to the Season 1 Finale of The Australian Investors Podcast to get Owen's quick take of the best conversations featured in the series so far. Contact Owen: http://www.rask.com.au/contact In this podcast, Owen will also share some tidbits on what you can expect from Season 2. In short, Season 2 will keep its focus on fund manager and investor interviews but it will also broaden its scope to include conversations: About specific companies, themes or trends in the market, and With founders, authors and subject matter experts Each episode will be clearly marked as such. Meaning, you can pick and choose only those episodes which appeal most to you. If you have any feedback or advice to share with Owen, you can reach him by clicking here. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 12 Mar 2020 06:18:00 -0000 full 2 37 Rask Tune in to the Season 1 Finale of The Australian Investors Podcast to get Owen's quick take of the best conversations featured in the series so far. Contact Owen: http://www.rask.com.au/contact In this podcast, Owen will also share some tidbits on what you can expect from Season 2. In short, Season 2 will keep its focus on fund manager and investor interviews but it will also broaden its scope to include conversations: About specific companies, themes or trends in the market, and With founders, authors and subject matter experts Each episode will be clearly marked as such. Meaning, you can pick and choose only those episodes which appeal most to you. If you have any feedback or advice to share with Owen, you can reach him by clicking here. Learn more about your ad choices. Visit megaphone.fm/adchoices Tune in to the Season 1 Finale of The Australian Investors Podcast to get Owen's quick take of the best conversations featured in the series so far.


    Contact Owen: http://www.rask.com.au/contact


    In this podcast, Owen will also share some tidbits on what you can expect from Season 2.


    In short, Season 2 will keep its focus on fund manager and investor interviews but it will also broaden its scope to include conversations:

    • About specific companies, themes or trends in the market, and
    • With founders, authors and subject matter experts


    Each episode will be clearly marked as such. Meaning, you can pick and choose only those episodes which appeal most to you.


    If you have any feedback or advice to share with Owen, you can reach him by clicking here.


    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1317 no     Interview: Matt Joass - Maven Funds Management https://www.raskfinance.com/podcasts/australian-investors-podcast/ Matt Joass, CFA is the Founder and Chief Investment Officer of Maven Funds Management, an Australian funds management business specialising in investing in fast-growing small and medium-sized companies. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 06 Dec 2019 06:00:00 -0000 full 1 36 Rask Matt Joass, CFA is the Founder and Chief Investment Officer of Maven Funds Management, an Australian funds management business specialising in investing in fast-growing small and medium-sized companies. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Matt Joass, CFA is the Founder and Chief Investment Officer of Maven Funds Management, an Australian funds management business specialising in investing in fast-growing small and medium-sized companies.


    Take Owen’s investing valuation course (FREE):

    https://www.rask.com.au/sign-up-investor


    SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/


    This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner.

    Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     5074 no     Interview: Josh Clark - QVG Capital https://www.raskfinance.com/josh-clark-australian-investors-podcast/ Josh Clark, CFA from QVG Capital recently sat down with Owen Raszkiewicz to talk about his journey to investing, long and short investing on the ASX, how quantitative strategies mix with his more qualitative research and lots more. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 08 Nov 2019 05:00:00 -0000 full 1 33 Rask Josh Clark, CFA from QVG Capital recently sat down with Owen Raszkiewicz to talk about his journey to investing, long and short investing on the ASX, how quantitative strategies mix with his more qualitative research and lots more. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Josh Clark, CFA from QVG Capital recently sat down with Owen Raszkiewicz to talk about his journey to investing, long and short investing on the ASX, how quantitative strategies mix with his more qualitative research and lots more.


    Take Owen’s investing valuation course (FREE):

    https://www.rask.com.au/sign-up-investor


    SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/


    This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner.

    Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4795 no     Interview: Carlos Gil - Microequities https://www.raskfinance.com/carlos-gil-australian-investors-podcast/ Carlos Gil is the Founder, CEO and Chief Investment Officer of Microequities, a specialist small-cap fund manager. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 02 Oct 2019 07:00:00 -0000 full 1 35 Rask Carlos Gil is the Founder, CEO and Chief Investment Officer of Microequities, a specialist small-cap fund manager. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Carlos Gil is the Founder, CEO and Chief Investment Officer of Microequities, a specialist small-cap fund manager.


    Take Owen’s investing valuation course (FREE):

    https://www.rask.com.au/sign-up-investor


    SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/


    This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner.

    Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1968 no     [REPLAY] Tony Hansen From EGP Capital - Rask Events 2019! https://www.raskfinance.com/australian-investors-podcast/ This Australian Investors Podcast episode features Tony Hansen, founder of EGP Capital. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 17 Sep 2019 05:15:00 -0000 full 1 34 Rask This Australian Investors Podcast episode features Tony Hansen, founder of EGP Capital. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices This Australian Investors Podcast episode features Tony Hansen, founder of EGP Capital.


    Take Owen’s investing valuation course (FREE):

    https://www.rask.com.au/sign-up-investor


    SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/


    This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner.

    Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3242 no     Interview: Jacob Mitchell - Antipodes Partners Jacob Mitchell is the Founder of Antipodes Partners in Sydney. I first met Jacob many years ago, not long after he left his prominent role as Deputy Chief Investment Officer at Platinum. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 26 Aug 2019 05:15:00 -0000 full 1 33 Rask Jacob Mitchell is the Founder of Antipodes Partners in Sydney. I first met Jacob many years ago, not long after he left his prominent role as Deputy Chief Investment Officer at Platinum. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Jacob Mitchell is the Founder of Antipodes Partners in Sydney. I first met Jacob many years ago, not long after he left his prominent role as Deputy Chief Investment Officer at Platinum.


    Take Owen’s investing valuation course (FREE):

    https://www.rask.com.au/sign-up-investor


    SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/


    This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner.

    Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4826 no     Interview: Stephen Arnold - Aoris Stephen Arnold is the Founder and Chief Investment Officer of Aoris Investment Management and he joined Owen Raszkiewicz on The Australian Investors Podcast. Aoris a Sydney-based global investment firm which owns a very concentrated portfolio of wide-moat or competitively advantaged companies. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 12 Aug 2019 05:45:00 -0000 full 1 32 Rask Stephen Arnold is the Founder and Chief Investment Officer of Aoris Investment Management and he joined Owen Raszkiewicz on The Australian Investors Podcast. Aoris a Sydney-based global investment firm which owns a very concentrated portfolio of wide-moat or competitively advantaged companies. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Stephen Arnold is the Founder and Chief Investment Officer of Aoris Investment Management and he joined Owen Raszkiewicz on The Australian Investors Podcast.


    Aoris a Sydney-based global investment firm which owns a very concentrated portfolio of wide-moat or competitively advantaged companies.


    Take Owen’s investing valuation course (FREE):

    https://www.rask.com.au/sign-up-investor


    SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/


    This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner.

    Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3971 no     Interview: Viceroy Research's Gabe Bernarde Viceroy Research analyst Gabe Bernarde joins Owen Raszkiewicz for an episode of The Australian Investors Podcast to talk about their short reports, how they find companies, Steinhoff International, MiMedx and more. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 29 Jul 2019 06:14:00 -0000 full 1 31 Rask Viceroy Research analyst Gabe Bernarde joins Owen Raszkiewicz for an episode of The Australian Investors Podcast to talk about their short reports, how they find companies, Steinhoff International, MiMedx and more. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Viceroy Research analyst Gabe Bernarde joins Owen Raszkiewicz for an episode of The Australian Investors Podcast to talk about their short reports, how they find companies, Steinhoff International, MiMedx and more.


    Take Owen’s investing valuation course (FREE):

    https://www.rask.com.au/sign-up-investor


    SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/


    This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner.

    Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3721 no     Interview: Angie Ellis Angie Ellis is a private investor from Melbourne. You may know her as 8020 Invest on social media or you may have read about her as part of Fairfax Media’s Shares Race, which she has won a few times. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 15 Jul 2019 04:00:00 -0000 full 1 30 Rask Angie Ellis is a private investor from Melbourne. You may know her as 8020 Invest on social media or you may have read about her as part of Fairfax Media’s Shares Race, which she has won a few times. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Angie Ellis is a private investor from Melbourne. You may know her as 8020 Invest on social media or you may have read about her as part of Fairfax Media’s Shares Race, which she has won a few times.


    Take Owen’s investing valuation course (FREE):

    https://www.rask.com.au/sign-up-investor


    SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/


    This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner.

    Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3316 no     Interview: Hamish Douglass - Magellan Hamish Douglass is the Co-Founder and Chief Investment Officer for Magellan Financial Group, one of Australia’s most successful funds management businesses. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 02 Jul 2019 06:15:00 -0000 full 1 29 Rask Hamish Douglass is the Co-Founder and Chief Investment Officer for Magellan Financial Group, one of Australia’s most successful funds management businesses. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Hamish Douglass is the Co-Founder and Chief Investment Officer for Magellan Financial Group, one of Australia’s most successful funds management businesses.


    Take Owen’s investing valuation course (FREE):

    https://www.rask.com.au/sign-up-investor


    SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/


    This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner.

    Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3624 no     Interview: Chris Bates - Wealthful Chris Bates is the founder of Wealthful, a financial planning and property advice business based in Sydney. Chris specialises in helping families get control of their finances and invest in property the right way. Chris regularly shares his candid views on financial advice, property and personal finance via LinkedIn, a podcast and other social channels. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 24 Jun 2019 20:00:00 -0000 full 1 28 Rask Chris Bates is the founder of Wealthful, a financial planning and property advice business based in Sydney. Chris specialises in helping families get control of their finances and invest in property the right way. Chris regularly shares his candid views on financial advice, property and personal finance via LinkedIn, a podcast and other social channels. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Chris Bates is the founder of Wealthful, a financial planning and property advice business based in Sydney.


    Chris specialises in helping families get control of their finances and invest in property the right way. Chris regularly shares his candid views on financial advice, property and personal finance via LinkedIn, a podcast and other social channels.


    Take Owen’s investing valuation course (FREE):

    https://www.rask.com.au/sign-up-investor


    SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/


    This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner.

    Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3400 no     Interview: Scott Williams - Spitfire Scott Williams is the Portfolio Manager for Fiftyone Capital’s Progressive Global Fund. Scott employs a long/short strategy, with a unique activism angle to boot. Combined with his history in stockbroking and as a trader, Scott’s experiences and investment process stand in neat contrast to my own. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 11 Jun 2019 06:10:00 -0000 full 1 27 Rask Scott Williams is the Portfolio Manager for Fiftyone Capital’s Progressive Global Fund. Scott employs a long/short strategy, with a unique activism angle to boot. Combined with his history in stockbroking and as a trader, Scott’s experiences and investment process stand in neat contrast to my own. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Scott Williams is the Portfolio Manager for Fiftyone Capital’s Progressive Global Fund.

    Scott employs a long/short strategy, with a unique activism angle to boot. Combined with his history in stockbroking and as a trader, Scott’s experiences and investment process stand in neat contrast to my own.


    Take Owen’s investing valuation course (FREE):

    https://www.rask.com.au/sign-up-investor


    SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/


    This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner.

    Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4530     Interview: Vimal Gor - Bond Vimal Gor is the Head of Bond, Income and Defensive Strategies at Pendal Group, formerly known as BT Investment Management. Vimal is the first bond-focused investor to be profiled for The Australian Investors Podcast and I think you’ll agree he is very intelligent and articulate, delivering complex ideas in a very concise and thoughtful manner. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 31 May 2019 06:38:00 -0000 full 1 26 Rask Vimal Gor is the Head of Bond, Income and Defensive Strategies at Pendal Group, formerly known as BT Investment Management. Vimal is the first bond-focused investor to be profiled for The Australian Investors Podcast and I think you’ll agree he is very intelligent and articulate, delivering complex ideas in a very concise and thoughtful manner. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Vimal Gor is the Head of Bond, Income and Defensive Strategies at Pendal Group, formerly known as BT Investment Management. Vimal is the first bond-focused investor to be profiled for The Australian Investors Podcast and I think you’ll agree he is very intelligent and articulate, delivering complex ideas in a very concise and thoughtful manner.


    Take Owen’s investing valuation course (FREE):

    https://www.rask.com.au/sign-up-investor


    SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/


    This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner.

    Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3813 no     Interview: Claude Walker - Treehouse Investing Claude Walker of Ethical Equities joins Owen Rask on The Australian Investors Podcast. Claude Walker is a former analyst and investment adviser for The Motley Fool Australia and is an ASX small cap specialist who makes a conscious effort to invest ethically. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 22 May 2019 04:01:00 -0000 full 1 25 Rask Claude Walker of Ethical Equities joins Owen Rask on The Australian Investors Podcast. Claude Walker is a former analyst and investment adviser for The Motley Fool Australia and is an ASX small cap specialist who makes a conscious effort to invest ethically. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Claude Walker of Ethical Equities joins Owen Rask on The Australian Investors Podcast.


    Claude Walker is a former analyst and investment adviser for The Motley Fool Australia and is an ASX small cap specialist who makes a conscious effort to invest ethically.


    Take Owen’s investing valuation course (FREE):

    https://www.rask.com.au/sign-up-investor


    SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/


    This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner.

    Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3080 no     Interview: Pete Wargent - Property Hear Australian property expert Pete Wargent on The Australian Investors Podcast. VIDEO INTERVIEW: https://youtu.be/lbFrF_6-PPo Joe Magyer is the Chief Investment Officer of Lakehouse Capital. Lakehouse is part of The Motley Fool Australia, which is where I met Joe many years ago. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 05 Apr 2019 03:30:00 -0000 full 1 24 Rask Hear Australian property expert Pete Wargent on The Australian Investors Podcast. VIDEO INTERVIEW: https://youtu.be/lbFrF_6-PPo Joe Magyer is the Chief Investment Officer of Lakehouse Capital. Lakehouse is part of The Motley Fool Australia, which is where I met Joe many years ago. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Hear Australian property expert Pete Wargent on The Australian Investors Podcast.


    VIDEO INTERVIEW: https://youtu.be/lbFrF_6-PPo


    Joe Magyer is the Chief Investment Officer of Lakehouse Capital. Lakehouse is part of The Motley Fool Australia, which is where I met Joe many years ago.


    Take Owen’s investing valuation course (FREE):

    https://www.rask.com.au/sign-up-investor


    SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/


    This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner.

    Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     5287 no     Interview: Joe Magyer - Compound https://www.raskmedia.com.au/2019/03/13/joe-magyer-on-the-australian-investors-podcast-full-interview-rask-hd/ My guest for this episode is a very special one for The Australian Investors Podcast and for Owen. Joe Magyer is the Chief Investment Officer of Lakehouse Capital. Lakehouse is part of The Motley Fool Australia, which is where I met Joe many years ago. WATCH THE VIDEO: https://www.raskfinance.com/australian-investors-podcast-with-lakehouse-capitals-joe-magyer/ Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ **** This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 13 Mar 2019 04:40:00 -0000 full 1 23 Rask My guest for this episode is a very special one for The Australian Investors Podcast and for Owen. Joe Magyer is the Chief Investment Officer of Lakehouse Capital. Lakehouse is part of The Motley Fool Australia, which is where I met Joe many years ago. WATCH THE VIDEO: https://www.raskfinance.com/australian-investors-podcast-with-lakehouse-capitals-joe-magyer/ Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ **** This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices My guest for this episode is a very special one for The Australian Investors Podcast and for Owen. Joe Magyer is the Chief Investment Officer of Lakehouse Capital. Lakehouse is part of The Motley Fool Australia, which is where I met Joe many years ago.


    WATCH THE VIDEO: https://www.raskfinance.com/australian-investors-podcast-with-lakehouse-capitals-joe-magyer/


    Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor


    SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/


    ****

    This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner.

    Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3874 no     Interview: Steve Johnson - Integrity Steve Johnson, CFA, is the Founder and Chief Investment Officer at Forager Funds. Steve is one of the most respected value investors in Australia. A country boy at heart, Steve’s investing journey started with the ASX sharemarket game and a shared passion for investing with his friend Greg Hoffman. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ **** This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 26 Feb 2019 04:12:00 -0000 full 1 22 Rask Steve Johnson, CFA, is the Founder and Chief Investment Officer at Forager Funds. Steve is one of the most respected value investors in Australia. A country boy at heart, Steve’s investing journey started with the ASX sharemarket game and a shared passion for investing with his friend Greg Hoffman. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ **** This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Steve Johnson, CFA, is the Founder and Chief Investment Officer at Forager Funds.

    Steve is one of the most respected value investors in Australia. A country boy at heart, Steve’s investing journey started with the ASX sharemarket game and a shared passion for investing with his friend Greg Hoffman.


    Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor


    SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/


    ****

    This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner.

    Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4669     Interview: Mary Manning - Emerging Mary Manning is Portfolio Manager for Ellerston Capital's Asian and Indian funds. Mary grew up in Calgary, Canada, but early on she knew she needed to get to New York to pursue her career in finance and investment banking. Driven to succeed, she completed her Commerce degree and got a job at what would become Citi investment bank. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ **** This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 20 Feb 2019 17:08:00 -0000 full 1 1 Rask Mary Manning is Portfolio Manager for Ellerston Capital's Asian and Indian funds. Mary grew up in Calgary, Canada, but early on she knew she needed to get to New York to pursue her career in finance and investment banking. Driven to succeed, she completed her Commerce degree and got a job at what would become Citi investment bank. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ **** This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Mary Manning is Portfolio Manager for Ellerston Capital's Asian and Indian funds. Mary grew up in Calgary, Canada, but early on she knew she needed to get to New York to pursue her career in finance and investment banking. Driven to succeed, she completed her Commerce degree and got a job at what would become Citi investment bank.


    Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor


    SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/


    ****

    This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner.

    Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3126 no     Interview: Sebastian Evans - Concentration Sebastian Evans is the Managing Director and Chief Investment Officer of NAOS asset management. Sebastian spends most of his time sifting through the smallest companies on the stock market and, when he finds the right opportunity, is willing to take a very big stake and hold the shares for many years. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ **** This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 13 Feb 2019 17:28:00 -0000 full 1 2 Rask Sebastian Evans is the Managing Director and Chief Investment Officer of NAOS asset management. Sebastian spends most of his time sifting through the smallest companies on the stock market and, when he finds the right opportunity, is willing to take a very big stake and hold the shares for many years. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ **** This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Sebastian Evans is the Managing Director and Chief Investment Officer of NAOS asset management. Sebastian spends most of his time sifting through the smallest companies on the stock market and, when he finds the right opportunity, is willing to take a very big stake and hold the shares for many years.


    Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor


    SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/


    ****

    This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner.

    Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2938 no     Interview: Jonny Wilkinson - Democratise Jonny Wilkinson is the Co-Founder of Equitise, a crowdsourcing platform which allows small investors to buy into small and large private companies. Traditionally, the pre-IPO industry has been reserved for established venture capital funds, sophisticated investors and fund managers. Equitise opens up this market to investors of all sizes and takes a small cut of the amount raised on its platform. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ **** This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 28 Jan 2019 19:43:00 -0000 full 1 6 Rask Jonny Wilkinson is the Co-Founder of Equitise, a crowdsourcing platform which allows small investors to buy into small and large private companies. Traditionally, the pre-IPO industry has been reserved for established venture capital funds, sophisticated investors and fund managers. Equitise opens up this market to investors of all sizes and takes a small cut of the amount raised on its platform. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ **** This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Jonny Wilkinson is the Co-Founder of Equitise, a crowdsourcing platform which allows small investors to buy into small and large private companies. Traditionally, the pre-IPO industry has been reserved for established venture capital funds, sophisticated investors and fund managers. Equitise opens up this market to investors of all sizes and takes a small cut of the amount raised on its platform.


    Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor


    SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/


    ****

    This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner.

    Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2955 no     Interview: Chris Brycki - Evidence Chris Brycki is the founder of Stockspot, Australia's largest robo investment adviser. Chris is a very intelligent, evidence-based investor. He's a big advocate for investing via index funds and ETFs, and keeping costs low inside and outside of Super. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ **** This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 21 Jan 2019 18:35:00 -0000 full 1 3 Rask Chris Brycki is the founder of Stockspot, Australia's largest robo investment adviser. Chris is a very intelligent, evidence-based investor. He's a big advocate for investing via index funds and ETFs, and keeping costs low inside and outside of Super. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ **** This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Chris Brycki is the founder of Stockspot, Australia's largest robo investment adviser. Chris is a very intelligent, evidence-based investor. He's a big advocate for investing via index funds and ETFs, and keeping costs low inside and outside of Super.


    Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor


    SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/


    ****

    This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner.

    Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4280 no     Interview: Melissa Browne - Advice Melissa Browne is a three-time author, a financial adviser at The Money Barre, serial entrepreneur and shoe-loving accountant. She's also been featured in Vogue, Cosmo and named by the AFR and Westpac in the top 100 Women of Influence. In this episode, we talk about Mel's early days, the journey from law to accounting, building businesses, writing books, financial advice and more. Mel is a speed reader, having read thousands of books before writing her own, so I ask her for her must-read finance books. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ **** This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Sun, 16 Dec 2018 14:16:00 -0000 full 1 4 Rask Melissa Browne is a three-time author, a financial adviser at The Money Barre, serial entrepreneur and shoe-loving accountant. She's also been featured in Vogue, Cosmo and named by the AFR and Westpac in the top 100 Women of Influence. In this episode, we talk about Mel's early days, the journey from law to accounting, building businesses, writing books, financial advice and more. Mel is a speed reader, having read thousands of books before writing her own, so I ask her for her must-read finance books. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ **** This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Melissa Browne is a three-time author, a financial adviser at The Money Barre, serial entrepreneur and shoe-loving accountant. She's also been featured in Vogue, Cosmo and named by the AFR and Westpac in the top 100 Women of Influence. In this episode, we talk about Mel's early days, the journey from law to accounting, building businesses, writing books, financial advice and more. Mel is a speed reader, having read thousands of books before writing her own, so I ask her for her must-read finance books.


    Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor


    SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/


    ****

    This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner.

    Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3648 no     Interview: Ilan Israelstam - Exchange Ilan Israelstam is Head of Strategy and Marketing at Betashares, a fast-growing Australian funds management company that focuses on ETFs or Exchange Traded Funds. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ **** This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Sun, 09 Dec 2018 17:08:00 -0000 full 1 11 Rask Ilan Israelstam is Head of Strategy and Marketing at Betashares, a fast-growing Australian funds management company that focuses on ETFs or Exchange Traded Funds. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ **** This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Ilan Israelstam is Head of Strategy and Marketing at Betashares, a fast-growing Australian funds management company that focuses on ETFs or Exchange Traded Funds.


    Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor


    SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/


    ****

    This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner.

    Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4061 no     Interview: Johnny Shapiro - Info Johnny is a Senior Reporter for The Australian Financial Review, Australia's number-one finance newspaper. Johnny's expertise is investigating peculiar or 'unusual' companies, CEOs and business practices. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ **** This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 15 Nov 2018 10:15:00 -0000 full 1 8 Rask Johnny is a Senior Reporter for The Australian Financial Review, Australia's number-one finance newspaper. Johnny's expertise is investigating peculiar or 'unusual' companies, CEOs and business practices. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ **** This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Johnny is a Senior Reporter for The Australian Financial Review, Australia's number-one finance newspaper. Johnny's expertise is investigating peculiar or 'unusual' companies, CEOs and business practices.


    Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor


    SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/


    ****

    This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner.

    Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3871 no     Interview: Curtis Larson - Temperament My guest for this episode is Curtis Larson, a private investor and portfolio manager for Norse Capital. Curtis is extremely generous with his time, making this episode amongst the easiest and relaxed conversations of the series thus far. But don't let that fool you, this chat is filled with nuggets of timeless wisdom gained over a career spanning more than two decades. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ **** This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 29 Oct 2018 18:22:00 -0000 full 1 14 Rask My guest for this episode is Curtis Larson, a private investor and portfolio manager for Norse Capital. Curtis is extremely generous with his time, making this episode amongst the easiest and relaxed conversations of the series thus far. But don't let that fool you, this chat is filled with nuggets of timeless wisdom gained over a career spanning more than two decades. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ **** This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices My guest for this episode is Curtis Larson, a private investor and portfolio manager for Norse Capital. Curtis is extremely generous with his time, making this episode amongst the easiest and relaxed conversations of the series thus far. But don't let that fool you, this chat is filled with nuggets of timeless wisdom gained over a career spanning more than two decades.


    Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor


    SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/


    ****

    This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner.

    Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2831 no     Interview: Chad Slater - Worldly Chad Slater is the co-founder of Morphic Asset Management, a high-profile Sydney-based investment company which invests with more than one purpose. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ **** This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 25 Oct 2018 19:11:00 -0000 full 1 12 Rask Chad Slater is the co-founder of Morphic Asset Management, a high-profile Sydney-based investment company which invests with more than one purpose. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ **** This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Chad Slater is the co-founder of Morphic Asset Management, a high-profile Sydney-based investment company which invests with more than one purpose.


    Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor


    SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/


    ****

    This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner.

    Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4702 no     Interview: Ben McGarry - Absolute Ben McGarry is the Founder of Totus Capital. The Latin word for Totus means absolute. It's a fitting name because Ben is now one of Australia's leading hedge fund managers, having been thrust into the spotlight following a number of high profile sell-offs and collapses, such as ABC Learning. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ **** This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 24 Oct 2018 18:20:00 -0000 full 1 7 Rask Ben McGarry is the Founder of Totus Capital. The Latin word for Totus means absolute. It's a fitting name because Ben is now one of Australia's leading hedge fund managers, having been thrust into the spotlight following a number of high profile sell-offs and collapses, such as ABC Learning. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ **** This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Ben McGarry is the Founder of Totus Capital. The Latin word for Totus means absolute. It's a fitting name because Ben is now one of Australia's leading hedge fund managers, having been thrust into the spotlight following a number of high profile sell-offs and collapses, such as ABC Learning.


    Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor


    SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/


    ****

    This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner.

    Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2974 no     Interview: Luke Cummings - Arbitrage Luke Cummings is the Chief Investment Officer and Co-Founder of Harvest Lane Asset Management, a funds management company which focuses on 'special situations'. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Sun, 21 Oct 2018 17:23:00 -0000 full 1 15 Rask Luke Cummings is the Chief Investment Officer and Co-Founder of Harvest Lane Asset Management, a funds management company which focuses on 'special situations'. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Luke Cummings is the Chief Investment Officer and Co-Founder of Harvest Lane Asset Management, a funds management company which focuses on 'special situations'.


    Take Owen’s investing valuation course (FREE):

    https://www.rask.com.au/sign-up-investor


    SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/


    This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner.

    Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4470 no     Interview: Emanuel Datt - Family Emanuel Datt is the Managing Director of the Datt Family Office and Datt Capital, a relatively new investment management company based in Melbourne. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 18 Sep 2018 19:13:00 -0000 full 1 9 Rask Emanuel Datt is the Managing Director of the Datt Family Office and Datt Capital, a relatively new investment management company based in Melbourne. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Emanuel Datt is the Managing Director of the Datt Family Office and Datt Capital, a relatively new investment management company based in Melbourne.


    Take Owen’s investing valuation course (FREE):

    https://www.rask.com.au/sign-up-investor


    SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/


    This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner.

    Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     4555 no     Interview: Robin Bowerman - Vanguard In this episode, Owen chats with Robin Bowerman, the Head of Corporate Affairs at Vanguard Australia. Robin is a former journalist, an author and has been with Vanguard Australia since 2003. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 10 Sep 2018 19:31:00 -0000 full 1 17 Rask In this episode, Owen chats with Robin Bowerman, the Head of Corporate Affairs at Vanguard Australia. Robin is a former journalist, an author and has been with Vanguard Australia since 2003. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode, Owen chats with Robin Bowerman, the Head of Corporate Affairs at Vanguard Australia. Robin is a former journalist, an author and has been with Vanguard Australia since 2003.


    Take Owen’s investing valuation course (FREE):

    https://www.rask.com.au/sign-up-investor


    SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/


    This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner.

    Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3478 no     Interview: Steven McCarthy - Humility Steven McCarthy is Portfolio Manager at DMX Asset Management. Steven is a qualified CPA and a passionate value investor. Prior to DMX, Steven spent time as an expert company valuer working on mergers and acquisitions, and in insolvency. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 03 Sep 2018 18:41:00 -0000 full 1 20 Rask Steven McCarthy is Portfolio Manager at DMX Asset Management. Steven is a qualified CPA and a passionate value investor. Prior to DMX, Steven spent time as an expert company valuer working on mergers and acquisitions, and in insolvency. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Steven McCarthy is Portfolio Manager at DMX Asset Management. Steven is a qualified CPA and a passionate value investor. Prior to DMX, Steven spent time as an expert company valuer working on mergers and acquisitions, and in insolvency.


    Take Owen’s investing valuation course (FREE):

    https://www.rask.com.au/sign-up-investor


    SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/


    This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner.

    Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     1845 no     Interview: Andrew Brown - Leverage Andrew Brown is the Director of East72, a Sydney-based investment company that resembles a true-to-label Australian hedge fund (except it's not a fund). Andrew has a long and rich history in the Australian investment management industry, having overseen the management of billions of dollars invested on the ASX. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 30 Aug 2018 20:44:00 -0000 full 1 19 Rask Andrew Brown is the Director of East72, a Sydney-based investment company that resembles a true-to-label Australian hedge fund (except it's not a fund). Andrew has a long and rich history in the Australian investment management industry, having overseen the management of billions of dollars invested on the ASX. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Andrew Brown is the Director of East72, a Sydney-based investment company that resembles a true-to-label Australian hedge fund (except it's not a fund). Andrew has a long and rich history in the Australian investment management industry, having overseen the management of billions of dollars invested on the ASX.


    Take Owen’s investing valuation course (FREE):

    https://www.rask.com.au/sign-up-investor


    SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/


    This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner.

    Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     6009 no     Interview: Charlie Aitken - Quality Charlie Aitken, the founder of Aitken Investment Management, is the guest in this episode of The Australian Investors Podcast. Charlie was Australia's most widely known stockbroker before he started his own investment management company. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Sun, 26 Aug 2018 20:02:00 -0000 full 1 13 Rask Charlie Aitken, the founder of Aitken Investment Management, is the guest in this episode of The Australian Investors Podcast. Charlie was Australia's most widely known stockbroker before he started his own investment management company. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Charlie Aitken, the founder of Aitken Investment Management, is the guest in this episode of The Australian Investors Podcast. Charlie was Australia's most widely known stockbroker before he started his own investment management company.


    Take Owen’s investing valuation course (FREE):

    https://www.rask.com.au/sign-up-investor


    SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/


    This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner.

    Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2507 no     Interview: Tony Hansen - Glacial Tony Hansen is my guest for today's show. I've been wanting to speak with Tony for a while because the way he thinks about investing and the management of money is unconventional and potentially disruptive. Tony is the founder of EGP Capital. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 06 Aug 2018 16:54:00 -0000 full 1 16 Rask Tony Hansen is my guest for today's show. I've been wanting to speak with Tony for a while because the way he thinks about investing and the management of money is unconventional and potentially disruptive. Tony is the founder of EGP Capital. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Tony Hansen is my guest for today's show. I've been wanting to speak with Tony for a while because the way he thinks about investing and the management of money is unconventional and potentially disruptive. Tony is the founder of EGP Capital.


    Take Owen’s investing valuation course (FREE):

    https://www.rask.com.au/sign-up-investor


    SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/


    This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner.

    Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     3265 no     Interview: Andrew Page - Brand Power Andrew Page is the founder of Strawman.com, a growing online investment community where Australian investors can share and scrutinise each other's investment ideas. If you're an avid consumer of financial media in Australia, chances are, you would have seen Andrew on television. I had a lot of fun talking to Andrew about his journey from biology to investing to business, and the trials and tribulations of early entrepreneurship. Andrew shares some great lessons about building a brand, being critical of your own ideas and embracing the wisdom of others. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ **** This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 30 Jul 2018 19:08:00 -0000 full 1 21 Rask Andrew Page is the founder of Strawman.com, a growing online investment community where Australian investors can share and scrutinise each other's investment ideas. If you're an avid consumer of financial media in Australia, chances are, you would have seen Andrew on television. I had a lot of fun talking to Andrew about his journey from biology to investing to business, and the trials and tribulations of early entrepreneurship. Andrew shares some great lessons about building a brand, being critical of your own ideas and embracing the wisdom of others. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ **** This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Andrew Page is the founder of Strawman.com, a growing online investment community where Australian investors can share and scrutinise each other's investment ideas. If you're an avid consumer of financial media in Australia, chances are, you would have seen Andrew on television. I had a lot of fun talking to Andrew about his journey from biology to investing to business, and the trials and tribulations of early entrepreneurship. Andrew shares some great lessons about building a brand, being critical of your own ideas and embracing the wisdom of others.


    Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor


    SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/


    ****

    This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner.

    Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ]]>     2872 no     Interview: Wayne Peters - Patience Pays Wayne Peters is the former founder and Chief Investment Officer of Peters MacGregor, a global investment firm based in Bondi Junction. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ **** This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 26 Jul 2018 17:42:00 -0000 full 1 18 Rask Wayne Peters is the former founder and Chief Investment Officer of Peters MacGregor, a global investment firm based in Bondi Junction. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ **** This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices Wayne Peters is the former founder and Chief Investment Officer of Peters MacGregor, a global investment firm based in Bondi Junction.


    Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor


    SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/


    ****

    This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner.

    Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

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