The Australian Investors Podcast is a bi-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. | | ** Join The Intelligent Investor & save ** This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership 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 ** Trade ASX, US & HK stocks for just $9.50! ** The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! Click here to join: https://bit.ly/sw-pod-rask *** GET OWEN'S ANALYST RESEARCH & TRAINING ** http://bit.ly/aip-discount || SHOW NOTES: https://www.raskmedia.com.au/podcasts/australian-investors-podcast/
Alan Kohler on starting & selling media businesses and a life of journalism
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
10/23/2024 • 46 minutes, 43 seconds
Money dates, crushing your goals and Australia's looming property problem, ft. Jessica Brady
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
10/21/2024 • 1 hour, 10 minutes, 37 seconds
Blackrock controls the world! Plus, is A200 + IVV a good combo?
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
10/18/2024 • 55 minutes, 3 seconds
John Addis: Win at investing by losing less
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
10/16/2024 • 1 hour, 23 minutes, 23 seconds
Forget about VAS and just buy VHY? Plus, Rio Tinto (RIO), Guzmen (GYG) or Charter Hall (CLW)?
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
10/11/2024 • 56 minutes, 59 seconds
Investing in private companies, equity crowdfunding & raising capital from fans, ft. Birchal co-founder Matt Vitale
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
10/9/2024 • 56 minutes, 25 seconds
Best buys outside the ASX 20, what the middle east conflict means to markets & gold rallies
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
10/4/2024 • 1 hour, 31 seconds
Lessons from Kerr Neilson, dating apps versus pokies & Microsoft or NVIDIA - with Angus Donohoo of Intelligent Investor
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
10/2/2024 • 56 minutes, 26 seconds
5 stocks that could double before 2030, hybrids be gone & NAB Equity Builder
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
9/27/2024 • 59 minutes, 27 seconds
10 Reasons Why ETFs Are Better Than Property for Retirement
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
9/25/2024 • 59 minutes, 26 seconds
Our worst investment ever, Drew does LA
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
9/20/2024 • 55 minutes
How does Washington H Soul Pattinson & Co. Ltd (ASX:SOL) actually invest? CEO Todd Barlow explains
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
9/18/2024 • 55 minutes
You get $100,000 - how do you invest in? SMSFs, plus a PE & private credit boom
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
9/13/2024 • 1 hour, 4 minutes, 48 seconds
The relevance of LICs in the modern market
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
9/11/2024 • 39 minutes, 18 seconds
Dave Gow: Pay off mortgage or invest, debt recycling and more [Part 2/2]
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
9/9/2024 • 42 minutes, 23 seconds
Cochlear or Mineral Resources, Emerging Markets 102 and finding mid-cap funds
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
9/6/2024 • 50 minutes, 3 seconds
4 stocks with seriously wide moats, ft. 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
9/4/2024 • 38 minutes, 9 seconds
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
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
Pearler, the broker for long-term investors. Sign up using code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
9/2/2024 • 55 minutes, 33 seconds
Is ZIP the new Nvida stock? Plus, is the ASX 200 ex growth and Drew tackles REITs
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
8/30/2024 • 1 hour, 8 minutes, 1 second
Inside Soul Patts: private equity, private credit and finding emerging companies with Dean Price and David Scammell
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
8/28/2024 • 36 minutes, 48 seconds
What the FANG is going on with ETFs? Plus results from Breville, WiseTech and Drew's Zipper
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
8/24/2024 • 1 hour, 6 minutes, 30 seconds
USA v Emerging Markets stocks for the long haul: Antipodes' Jacob Mitchell weighs in
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
8/22/2024 • 42 minutes, 11 seconds
Look outside the ASX 20: Yarra Capital's Dion Hershan on finding value in ResMed, NextDC & more
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
8/19/2024 • 49 minutes, 34 seconds
PME is a rocketship, Seek sucks, CBA is a flop and Andrew Page's 2 hidden ASX shares
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
8/16/2024 • 1 hour, 19 minutes, 4 seconds
Paul Clitheroe: how to invest and why you should be bullish on Australia
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
8/14/2024 • 52 minutes, 15 seconds
Investing with a purpose - Future Generation's Caroline Gurney
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
8/13/2024 • 29 minutes, 55 seconds
ASX results: Audinate (ASX:AD8) is still overvalued, a punt on Pointsbet (PBH) & Credit Corp (CCP)
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
8/9/2024 • 52 minutes, 21 seconds
4 factors for small cap investing, with Airlie's Will Granger
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
8/7/2024 • 33 minutes, 6 seconds
NVIDIA stock or Pro Medicus (ASX:PME) shares? Plus results from MSFT, META, AAPL & more
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
8/2/2024 • 1 hour, 4 minutes, 19 seconds
State of the Markets Vol. II - June 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
7/31/2024 • 43 minutes, 53 seconds
Using ETFs for passive income (step by step, with ETF examples)
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
7/26/2024 • 40 minutes, 22 seconds
Pete's Powerhouse Portfolio (Buy Right Approach Part 2)
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
7/24/2024 • 34 minutes, 17 seconds
The Foundations of Property Investing (Buy Right Approach to Property Ep 1/2)
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
7/22/2024 • 39 minutes, 11 seconds
IVV or VGS? I'm 33 with $1 million to invest, and CBA is surging
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
7/19/2024 • 57 minutes, 24 seconds
Profiting from multi-decade mega trends: A thematic ETF deep dive with Global X's Scott Helfstein
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
7/17/2024 • 54 minutes, 2 seconds
Is Polynovo (PNV) the next Pro Medicus, VHY or Colonial Imputation Fund, and how stocks are picked for ETFs
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
7/12/2024 • 44 minutes, 16 seconds
Accountable investing, building a $US200m shoe business & a free offer to join ASA ft. Chair Steven Mabb
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
7/10/2024 • 59 minutes, 37 seconds
Why I'd buy RPMGlobal (RUL), thoughts on the GYG IPO & greenwashing
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
7/5/2024 • 1 hour, 11 minutes, 28 seconds
25 retirement questions (Part 5)
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
7/3/2024 • 24 minutes, 10 seconds
25 retirement questions (Part 4)
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
6/28/2024 • 27 minutes, 8 seconds
25 retirement questions (Part 3)
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
6/26/2024 • 22 minutes, 12 seconds
25 retirement questions (Part 2)
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
6/21/2024 • 28 minutes, 1 second
25 retirement questions (Part 1)
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
6/19/2024 • 23 minutes, 30 seconds
Gaurav Sodhi on swearing CEOs, investing in funds management businesses and understanding the incentives of CEOs and boards.
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
6/16/2024 • 47 minutes, 36 seconds
How Pocketsmith helps 100,000+ households save more money
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
6/14/2024 • 1 hour, 6 minutes, 56 seconds
Time to sell CBA shares? Why ARB & CKF are better dividend 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
6/12/2024 • 34 minutes, 2 seconds
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?
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
6/7/2024 • 39 minutes, 24 seconds
Q&A: I'm 15 and want to invest, retiring with $8,000 in Super & micro investing in ETFs
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
6/5/2024 • 46 minutes, 34 seconds
Dave Gow: A seven-figure share portfolio and what happens after financial independence
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
5/31/2024 • 50 minutes, 54 seconds
📈 Your investing questions answered | Rask Invest mini series 4/4
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
5/30/2024 • 1 hour, 48 minutes, 13 seconds
📈 5 things the Investing Pros never talk about | Rask Invest mini series 3/4
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
5/27/2024 • 36 minutes, 27 seconds
📈 The 10 truths of investing | Rask Invest mini series 2/4
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
5/24/2024 • 47 minutes, 35 seconds
📈 Where Owen invests & why | Rask Invest mini series 1/4
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
5/22/2024 • 54 minutes, 49 seconds
5 "hidden" ASX small cap shares: XRF, PXA, GDC, AFG & EOL
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
5/21/2024 • 43 minutes, 32 seconds
Warren Buffett's 5 biggest stock holdings
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
5/17/2024 • 41 minutes, 15 seconds
Work Backwards: a better way to live and work with Tim Duggan
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
5/15/2024 • 57 minutes, 57 seconds
McDonald's or Starbucks: Big winners & losers from US reporting season, ft. Catriona Burns from Wilson Asset Management
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
5/13/2024 • 32 minutes, 55 seconds
Fallout stocks: Pepsi v Coca-Cola; plus, I got $500,000 in ETFs - is that good?
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
5/10/2024 • 55 minutes, 9 seconds
AI race: USA, China, and the stocks to watch
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
5/8/2024 • 37 minutes, 42 seconds
Apple stock price 🚀 lamb price down-down, Woolworths is weak, META is up 86% in one year & Microsoft is a beast
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
5/4/2024 • 48 minutes, 7 seconds
ASX ETFs for retirement: why 5% in passive income is doable
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
5/1/2024 • 40 minutes, 44 seconds
If it sounds like a ponzi, smells like a ponzi... it's probably a... ponzi?
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
4/26/2024 • 54 minutes
A passive income machine: 80% profit margins and 200% growth - at a 3x profit multiple... how Matt & Liz buy websites
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
4/24/2024 • 1 hour, 8 minutes, 19 seconds
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
4/22/2024 • 47 minutes, 45 seconds
Better buy: Pro Medicus (PME), RPMGlobal (RUL), Webjet (WEB) & WiseTech (WTC)
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
4/17/2024 • 41 minutes, 27 seconds
Netwealth (NWL) - is a 63x PE too high? SOL is not a LIC, NAB's new deck chairs
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
4/12/2024 • 1 hour, 3 minutes, 15 seconds
Property Q&A: 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
4/11/2024 • 39 minutes, 48 seconds
4 ASX ETFs for fast growth, property v shares + how to boost Super by $300,000
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
4/5/2024 • 1 hour, 54 seconds
State of the Markets Vol. I - March 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
4/3/2024 • 43 minutes, 46 seconds
VDHG: why I wouldn't buy and hold forever, BRK v Soul Patts, sustainble yield on a retirement portfolio & more!
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
3/29/2024 • 1 hour, 2 seconds
The Amazon of South Korea, and my favourite business model, ft. Intelligent Investor's 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
3/27/2024 • 39 minutes, 54 seconds
Black swan S&P 500 stock market crash incoming? Plus, how much Super you need
Is the US stock market / S&P 500 (INDEXSP: .INX) about to crash?
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:
- 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
3/22/2024 • 47 minutes, 55 seconds
How to help your kids into property, ft. financial adviser James O'Reilly
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
3/20/2024 • 41 minutes, 22 seconds
Is the budget deficit a real thing? Ft The Deficit Myth's Stephanie Kelton
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
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
3/15/2024 • 57 minutes, 58 seconds
Private debt investing, with Invesco's Gerard Fogarty
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
3/13/2024 • 48 minutes, 56 seconds
2 GORILLA stocks on the ASX 🦍 Core ETFs + 2 Satellites, plus Owen quoted in ASX announcement
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
3/8/2024 • 1 hour, 4 minutes, 55 seconds
Insurance: EVERYTHING you need to know about 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
3/6/2024 • 1 hour, 17 minutes, 5 seconds
Better Buy: ResMed (ASX:RMD) or Cochlear (ASX:COH)
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
3/5/2024 • 46 minutes, 17 seconds
Dubber's (DUB) missing millions, Costco (COST) is amazing, starting an SMSF & dollar-cost averaging into Super
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
3/1/2024 • 55 minutes, 26 seconds
Passive income from ETFs: 3 ETFs profiled, tax & everything you need to know with Marc Jocum from Global X
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
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
2/23/2024 • 1 hour, 55 seconds
How to actually grow wealthy, ft. Mike Kemp [LIVE replay]
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
2/21/2024 • 1 hour, 2 minutes, 50 seconds
Oh, my... PME sinks 20%, is $850,000 enough and Altium blasts off
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
2/16/2024 • 58 minutes, 11 seconds
Should Owen redraw equity to buy his farm? Chris Bates dives into equity release to buy shares or property
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
2/14/2024 • 45 minutes, 34 seconds
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
2/9/2024 • 51 minutes, 23 seconds
The debt ceiling isn't a real thing & how economics actually works, ft. Prof 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
2/7/2024 • 44 minutes, 20 seconds
0️⃣1️⃣ The most powerful thing you can do is say "no" to things that are *good* but not *great* - Nick Crocker [The Countdown #1]
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
2/2/2024 • 1 hour, 26 minutes, 15 seconds
0️⃣2️⃣ Joe Magyer's masterclass in compounding, fascinations and buying a $1.10+ for $1 [The Countdown #2]
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
1/31/2024 • 1 hour, 3 minutes, 25 seconds
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]
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
1/29/2024 • 2 hours, 5 minutes, 43 seconds
0️⃣4️⃣ Money, mental health and how to get $100k invested. Glen James, founder and podcaster [The Countdown #4]
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
1/26/2024 • 1 hour, 3 minutes, 58 seconds
0️⃣5️⃣ History doesn't repeat. It rhymes - Dr Mike Kemp [The Countdown #5]
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
1/24/2024 • 1 hour, 20 minutes, 55 seconds
0️⃣6️⃣ A mental models marathon with Peter Phan [The Countdown #6]
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
1/22/2024 • 2 hours, 37 minutes, 29 seconds
0️⃣7️⃣ The ASX's 10 best companies - Intelligent Investor's Nathan Bell, CFA [The Countdown #7]
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
1/19/2024 • 1 hour, 24 minutes, 10 seconds
0️⃣8️⃣ The Happiness Guy AKA Declan Edwards - Being happier with money [The Countdown #8]
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
1/17/2024 • 47 minutes, 54 seconds
0️⃣9️⃣ Rebeka Morgan - Renos, building and property development for profit [The Countdown #9]
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
1/15/2024 • 1 hour, 3 minutes, 54 seconds
1️⃣0️⃣ Prof. Lawrence Cunningham - Berkshire after Buffett [The Countdown #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
1/13/2024 • 50 minutes, 59 seconds
1️⃣1️⃣ Dave Gow - financial freedom on a low income, through property & ETFs [The Countdown #11]
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
1/10/2024 • 50 minutes, 3 seconds
1️⃣2️⃣ Matt Joass - rapid growth [The Countdown #12]
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
1/8/2024 • 1 hour, 24 minutes, 47 seconds
1️⃣3️⃣ Johnny Shapiro - where there's smoke, there's probably a fire - [The Countdown #13]
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
1/5/2024 • 1 hour, 3 minutes, 36 seconds
1️⃣4️⃣ Wayne Jones - high quality companies & people [The Countdown #14]
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
1/3/2024 • 1 hour, 7 minutes, 10 seconds
1️⃣5️⃣ Luke Trickett - staying in your lane [The Countdown #15]
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
1/1/2024 • 1 hour, 31 minutes, 26 seconds
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
12/29/2023 • 49 minutes, 22 seconds
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
12/26/2023 • 56 minutes, 43 seconds
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
12/25/2023 • 1 hour, 19 minutes, 18 seconds
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
12/22/2023 • 1 hour, 3 minutes, 55 seconds
The world's 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
12/20/2023 • 57 minutes, 20 seconds
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
12/15/2023 • 48 minutes, 55 seconds
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
12/13/2023 • 44 minutes, 41 seconds
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
12/8/2023 • 56 minutes, 26 seconds
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
12/6/2023 • 41 minutes, 14 seconds
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
12/1/2023 • 1 hour, 5 minutes, 51 seconds
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
11/29/2023 • 49 minutes, 1 second
OpenAI to destroy humanity (just kidding!), 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
11/24/2023 • 52 minutes, 10 seconds
News Corp, GE Healthcare & Masterbrand: 3 "special situation" stocks with Jon Boyar
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
11/22/2023 • 50 minutes, 20 seconds
How I built a $20 billion software compounder | WiseTech CEO Richard White
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
11/17/2023 • 1 hour, 39 minutes, 31 seconds
Senior Secured Loans (SSL) 2.0: still 'once in a generation?' Ft. Invesco's Ash O'Connor
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
11/15/2023 • 39 minutes, 39 seconds
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.
Source: Brian Feroldi on X/Twitter
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/
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
11/10/2023 • 1 hour, 9 minutes, 49 seconds
Dicker Data (ASX:DDR): is this Australia's #1 dividend stock? Full interview with Founder David Dicker
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
11/8/2023 • 1 hour, 22 minutes, 55 seconds
The GOLD standard: Why Owen uses Tikr and Drew's 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
Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in 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
11/3/2023 • 50 minutes, 19 seconds
The beauty of SAP & Intuit: 5 ways to identify high quality compounders, with Magellan's Ryan Joyce
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 - let Owen invest for you
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
~~ 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:
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?
Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in 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
10/27/2023 • 58 minutes, 16 seconds
You have 4,000 weeks: How to use time, 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
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
10/26/2023 • 41 minutes, 40 seconds
ResMed and CSL are cheap, offset vs. bonds, Tesla's cyber truck is coming & how to find growth stocks
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
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
10/20/2023 • 53 minutes, 6 seconds
Betashares: the $1 trillion ETF opportunity and rapid rise of one of Australia's most successful 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
10/18/2023 • 43 minutes
The case for bonds, with Arjun Vij
Arjun Vin 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.
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
10/13/2023 • 41 minutes, 29 seconds
Keeping companies accountable: we all have a part to play, ft. Fiona Balzar
Fiona Balzar 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 Balzar 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
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
10/11/2023 • 1 hour, 34 minutes, 13 seconds
5 ASX shares to watch: NDQ, KGN, ABY, SOL & CTD
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
10/6/2023 • 1 hour, 1 minute, 16 seconds
Small caps: Harsh lessons & 2 ASX ideas from Sebastian Evans [3/3]
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
10/4/2023 • 29 minutes, 26 seconds
Small caps: Investment process & 2 ideas from Rob Miller [2/3]
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
10/3/2023 • 30 minutes, 53 seconds
Small caps: Why & how to invest [part 1/3]
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
10/2/2023 • 25 minutes, 9 seconds
A 13-bagger on Pokemon cards, getting a job in finance, FIFO = FIRE early?
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
9/29/2023 • 1 hour, 5 minutes, 28 seconds
📚 Buying Happiness: Learn to invest your time and money better with Kate Campbell [CROSS POST]
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
9/27/2023 • 43 minutes, 26 seconds
What marketing teaches us about markets, ft. Selfwealth's Rob Marfell
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
9/25/2023 • 43 minutes, 39 seconds
SOL is a growth stock? Spaceship crash landing & the best investor I've met
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
9/22/2023 • 1 hour, 17 seconds
I write to know what I'm thinking | Life, mistakes, health & big picture investing | ft. John Addis, founder of Intelligent Investor
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
9/20/2023 • 1 hour, 42 minutes, 47 seconds
WTF RUL? From $2,000 to $25,000 to $0; Tikr me Elmo, best & worst investments, and to hedge or not to hedge?
On this boring episode of The Australian Investors Podcast, Owen Rask and Drew Meredith, CFP are BACK answering your questions.
Plus! Dr Andrew Deremith, ESQ, joins us LIVE from his New York City junket tour. It's incredible podcasting.
This week, the duo cover topics like:
Different currency hedging strategies
What the f$%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
9/15/2023 • 1 hour, 5 minutes, 41 seconds
Man v Google Bard: 10 macro indicators, house prices & inflation expectations
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
9/14/2023 • 46 minutes, 12 seconds
CFA v Google Bard: 10 macro indicators, house prices & inflation expectations
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
9/13/2023 • 47 minutes, 12 seconds
SELL EVERYTHING (just kidding)! The next Dubber, and is AI going to take your... stock picking?
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: 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
9/8/2023 • 59 minutes, 41 seconds
Multibaggers: how to find them on the ASX
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
9/6/2023 • 43 minutes, 9 seconds
NVIDIA results any good? Drew's worst investment ever, financial advisers to avoid & Altium reports
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
9/1/2023 • 1 hour, 4 minutes, 42 seconds
Vanguard's secrets, ETF bubbles, how big can Vanguard get & the future of ETFs, with 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
8/30/2023 • 1 hour, 6 minutes, 30 seconds
Building and renovating for profit, with Rebeka from Buildher [Cross post]
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
8/25/2023 • 1 hour, 3 minutes, 22 seconds
QUAL, FANG, IWLD: Core, Satellite, Avoid?
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
8/23/2023 • 36 minutes, 56 seconds
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
8/18/2023 • 57 minutes, 55 seconds
Are dividend ETFs a rip off? Here's the #1 thing you must focus on
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
8/16/2023 • 31 minutes, 47 seconds
Is JB Hi-Fi the ASX's best business model, why Owen sucks eggs for Nearmap and inside CBA's monster profit
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
8/11/2023 • 56 minutes, 37 seconds
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
8/4/2023 • 42 minutes, 55 seconds
Are you prioritising your happiness? Lessons on setting goals, making trade-offs and gratefulness with 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
8/2/2023 • 48 minutes, 18 seconds
Is property a bargain? Microsoft & Google's MONSTER results, Jamie's top sector, and are financial planners god?
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
7/28/2023 • 1 hour, 8 minutes, 27 seconds
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
7/26/2023 • 49 minutes, 7 seconds
DON'T flee the NASDAQ! Tesla pops, Zip flops, guess my PE, what is long term? And best sectors to buy in 2023
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
7/21/2023 • 1 hour, 7 minutes, 34 seconds
Short Meta, long Tesla? RUL & NWL jump, Bega Cheese (BGA) no good?, how ETFs pay dividends & how to read the fear and greed index
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
7/14/2023 • 1 hour, 11 minutes, 43 seconds
How to find 10 baggers on the ASX, WiseTech (ASX:WTF), Elon Musk tipped to buy Telstra (TLS) & Andrew owns WHAT?!
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
7/7/2023 • 1 hour, 7 minutes, 42 seconds
Retirement planning: Before, during and after - the big picture with Fidelity's Richard Dinham
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
7/6/2023 • 46 minutes, 41 seconds
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]
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
7/5/2023 • 1 hour, 19 minutes, 59 seconds
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
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
6/30/2023 • 1 hour, 3 minutes, 37 seconds
Investing in AI: ETFs or stocks? Ft. Owen Rask & Blair Hannon
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
6/28/2023 • 37 minutes, 40 seconds
Is my Tesla tax deductible? Buying a car for work, giving yourself a "pay rise" & FBT explained [CROSS POST}
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.
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/
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?
~~ 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
6/26/2023 • 32 minutes, 8 seconds
PME, XRO & TLS killin' it, VDHG for life? Too late to FANG? A.I. bubbles & why Deremith is off my Christmas card list
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 Roadshow: https://www.raskmedia.com.au/roadshow/
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
6/23/2023 • 1 hour, 7 minutes, 30 seconds
A hidden events business, why Tencent is my problem child and hunting for unusual catalysts, ft. WAM's Catriona Burns
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
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
6/21/2023 • 45 minutes, 16 seconds
Does ESG cost? Nathan Hughes on learning from Aussie greats and the best business models
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
6/20/2023 • 44 minutes, 40 seconds
Was Andrew wrong? Is Smartpay (ASX: SMP) a buy, opening an SMSF, China v America
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
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
6/16/2023 • 1 hour, 4 minutes, 18 seconds
Making the case for Flight Centre (ASX: FLT): Will Culbert dives into FLT shares
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.
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
6/14/2023 • 28 minutes, 20 seconds
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
6/9/2023 • 49 minutes, 15 seconds
Metcash (ASX:MTS) deep dive: Contact AM's Will Culbert dives into Australia's leading independent supermarket retailer
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
6/7/2023 • 31 minutes, 6 seconds
GOLD: Buy, hold, sell, invest... transact? How a 45,000km bike ride led to the rise of 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
6/5/2023 • 1 hour, 7 minutes, 21 seconds
FANG ETF: the greatest call of all time? Andrew Deremith's Goats Cheese, VSO, Paladin & 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
6/2/2023 • 1 hour, 5 minutes, 39 seconds
Everything venture capital with Joe Magyer, CFA of Seaplane Ventures
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
5/31/2023 • 1 hour, 14 minutes, 45 seconds
LIVE from ASA: Perpetual's James Holt on 3 companies to benefit from decarbonisation & the most impressive business models
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
~~ 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
5/30/2023 • 26 minutes, 57 seconds
LIVE from ASA: private debt and lessons from decades in markets, ft. Angus Gluskie, Andrew Lockhart & Dania Zinurova
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
5/29/2023 • 26 minutes, 8 seconds
Cathie Wood's $2,000 price target on Tesla, is 52 too old to start investing, NVIDIA and Universal Store (UNI) report
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
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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
5/26/2023 • 1 hour, 5 minutes
Tim Lincoln: PhD-level quant rules, numbers don't lie and will GPT take our edge?
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
5/24/2023 • 35 minutes, 41 seconds
Aussie property to crash in 2023? What the rental crisis actually means, and is debt recycling bad? Ft. Chris Bates, founder of Blusk
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
5/22/2023 • 45 minutes, 3 seconds
Xero reports, Elon in La La Land, Dicker Data, SMAs or funds & Betashares goes BGBL
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
5/19/2023 • 1 hour, 6 minutes, 54 seconds
Andrew Page: My thesis on Bitcoin, ASX small cap volatility and the rise of Strawman [LIVE at ASA]
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
5/17/2023 • 38 minutes, 20 seconds
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]
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
5/15/2023 • 54 minutes, 52 seconds
CMC Markets to Selfwealth, a $500k Ferrari with cash or debt, budget winners, QUAL in the core & more
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
5/12/2023 • 49 minutes, 43 seconds
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)
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
5/10/2023 • 53 minutes, 56 seconds
🚀 Ron Shamgar on EML, AFR & social media scrutiny, the upside and downside of ASX small companies
Ron Shamgar is the head of Australian equities and a portfolio manager at Tamim Asset Management in Sydney.
Ron Shamgar recently sat down with Owen Rask, the founder of Rask Australia on The Australian Investors Podcast to talk about life, media scrutiny, business and high-conviction investing.
Resources:
Tamim 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
Disclosure: Please read our disclaimer below. In addition to that, at the time of recording, Owen does not have a financial interest in any of the shares mentioned. The ASA is a long-term sponsor of Rask's The Australian Investors Podcast. Ron Shamgar, Tamim or their clients or associates may hold a financial interest in some of the securities or shares mentioned in this podcast. It's really important you consider speaking with a financial adviser before acting on the information in this 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
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
5/8/2023 • 51 minutes, 51 seconds
Xero's latent pricing power, Harvey Norman is a REIT in retail clothing, debt recycling & HELP (debt)!
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
5/5/2023 • 1 hour, 6 minutes, 5 seconds
Why we own LVMH: Aoris’ Stephen Arnold makes the case for a global luxury stalwart [part 2/2]
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
5/3/2023 • 34 minutes, 55 seconds
Why we own Costco (NYSE: COST): Aoris’ Stephen Arnold on why it pays to do the right thing
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
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~~ SPONSORS ~~
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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
5/1/2023 • 26 minutes, 53 seconds
"I META online", good small cap funds, too much Super, MSFT is a beast, Aussie Super or SMSF & help, my DRP is lost!
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
4/28/2023 • 57 minutes, 43 seconds
Metals & decarbonisation, a copper future and ways to play it, ft. Global X's Blair Hannon
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
4/26/2023 • 45 minutes, 59 seconds
Unconventional ASX share research, 0% management fees, neutralising bad behaviour and building my high conviction portfolio, ft. Michael Goldberg
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
4/24/2023 • 49 minutes, 14 seconds
Why Drew sold Magellan (ASX:MFG), an $800,000 inheritance, "leave RBA alone!", sell GGUS & minimising income tax
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
4/21/2023 • 1 hour, 5 minutes, 30 seconds
How to research a property fund, direct property versus REITs & an exploration of all things commercial property
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
4/19/2023 • 56 minutes, 1 second
Washington H. Soul Pattinson's (ASX:SOL) unshakable advantage, with CEO 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
4/17/2023 • 1 hour, 12 minutes, 11 seconds
3-5 best Core ETFs, VHY & VAS together?, WTF is with share registries, and taking the leap into a side hustle at 45
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
4/14/2023 • 1 hour, 5 seconds
200 hours per stock: this could be the best investment process I've come across... ft. Anthony Doyle
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
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
4/10/2023 • 31 minutes, 3 seconds
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
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
4/7/2023 • 1 hour, 1 minute, 16 seconds
Behavioural finance deep dive, dealing with uncertainty and risk taking, ft. Simon Russell
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
4/3/2023 • 1 hour, 30 minutes, 19 seconds
The Soul Patts (ASX:SOL) moat 🏰, Drew ❤️ Telstra (TLS) shares, writings options on ETFs and "trust me, men were Lululemon too"
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
3/31/2023 • 1 hour, 5 minutes, 41 seconds
Robert Swift on EQ versus IQ, measuring risk, global opportunities and macro themes
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)
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DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
3/29/2023 • 46 minutes, 20 seconds
Morningstar's wide moats, gold star managed funds and the global research process, with Mark Lamonica
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
3/27/2023 • 51 minutes, 53 seconds
Plato's Income Maximiser, why Owen wants to buy into private businesses, Deutsche, "advisers" giving advice on Dubber, $1.27m of insurance & more
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
3/24/2023 • 1 hour, 7 minutes, 1 second
Listed Investment Companies (LICs) ☀️ Everything you need to know about 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
3/22/2023 • 18 minutes, 37 seconds
Are coal stocks dead in 2023? Seneca's Luke Laretive on coal types and the outlook for energy prices
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
3/20/2023 • 28 minutes, 8 seconds
"RATES ARE GOING DOWN!" - Andrew Deremyth, SVB explained, FANG+, GPT4, income from stocks & lithium stocks
"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
3/17/2023 • 1 hour, 6 minutes, 52 seconds
Is the worst over for property prices and ASX shares? Kerry Craig's latest views on the macro and the markets
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
3/16/2023 • 31 minutes, 22 seconds
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]
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
3/15/2023 • 48 minutes, 15 seconds
Superannuation ☀️ 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
3/13/2023 • 23 minutes, 26 seconds
Xero = good? "Owen was dead wrong about WiseTech shares", VBND, RBA peak rates, women in finance, VDHG as a core & more
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
3/10/2023 • 1 hour, 13 minutes, 40 seconds
Deep dive on Visa (NYSE:V) & Mastercard (NYSE:MA) stock, the truth of quality investing, risk & compounding, with Magellan's Elisa Di Marco
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
3/8/2023 • 56 minutes, 12 seconds
ETFs ☀️ 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
3/6/2023 • 21 minutes, 48 seconds
Finance bros, a 4-stock portfolio, WAM performance, QUB, property prices, Super tax & reporting season recap
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
3/3/2023 • 1 hour, 7 minutes, 15 seconds
ING Groep, Universal Music, MA, Visa, Moody's, S&P Global: Nathan Bell, CFA what makes great companies incredible
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
3/1/2023 • 1 hour, 7 minutes, 51 seconds
The ASX's best business models, most over-rated investing books and partnering with the ASA ft. Leigh Gant
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
2/27/2023 • 51 minutes, 34 seconds
WOW! Results from Woolies, BHP & Zip; how to hunt massive multibaggers on the ASX, and is 5% yield good?
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
2/24/2023 • 56 minutes, 38 seconds
ETF bubble? Peter Lynch & Michael Burry were dead wrong about ETFs. Here's why. ft. Betashares' Cameron Gleeson
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
2/22/2023 • 56 minutes, 19 seconds
Index funds ☀️ Everything you need to know about 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
2/20/2023 • 22 minutes, 31 seconds
Better buy: CBA or Wesfarmers? HBRD sold, cash or invest, disruptors, and is a private lunch a bad idea? Ft. Evan Lucas
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
2/17/2023 • 1 hour, 14 minutes, 26 seconds
SMSFs: What's all the fuss about? Are they worth it? How much do I need? Incoming CEO Peter Burgess explains
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
2/15/2023 • 29 minutes, 45 seconds
Managed funds ☀️ Everything you need to know about managed funds [Summer Series]
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
2/13/2023 • 24 minutes, 31 seconds
Will Dubber (ASX:DUB) go bust, MQG & BLD report, Superhero or Superzero? Plus, economic expert Andrew Deremith makes predictions
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
2/10/2023 • 47 minutes, 54 seconds
3 ASX Dividend Shares with Kate Campbell and Drew Meredith
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
2/8/2023 • 47 minutes, 15 seconds
SCAMMED $100k! "Fun" micro cap stocks, the best time ever to invest? Selling HRBD & going long bonds
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
2/3/2023 • 1 hour, 2 minutes, 29 seconds
Case study: how the ultra wealthy invest, exiting a $5m business, unlisted versus listed funds & more, ft. Renee Condylis
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
2/1/2023 • 42 minutes, 47 seconds
The fastest way to $100,000, mental health and how I invest, ft Glen James of My Millennial Money
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
1/30/2023 • 1 hour, 3 minutes, 44 seconds
4 alternative megatrends, the language of investing, teams and alternative investments, ft. Dania Zinurova
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
1/25/2023 • 57 minutes, 11 seconds
Nick Crocker on insane ambition, changing the world, tall poppy syndrome and the definition of success, ft. [CROSS POST FROM THE AUSTRALIAN BUSINESS 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
1/23/2023 • 1 hour, 21 minutes, 35 seconds
Warren Buffett ☀️ Everything you need to know about the world's greatest investor, Warren Buffett [Summer Series]
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
1/20/2023 • 19 minutes, 38 seconds
Economics☀️ Everything you need to know about economics [Summer Series]
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
1/18/2023 • 23 minutes, 54 seconds
Property investing ☀️ Everything you need to know about property investing [Summer Series]
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
1/13/2023 • 22 minutes, 22 seconds
Why I hunt generational companies: venture capital investing in Aussie generational companies with Niki Scevak
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
1/13/2023 • 1 hour, 13 minutes, 53 seconds
Portfolio construction ☀️ Everything You Need To Know About portfolio construction [Summer Series]
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
1/11/2023 • 24 minutes, 27 seconds
Vanguard's magic ☀️ Everything you need to know about Vanguard [Summer Series]
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
1/9/2023 • 23 minutes, 42 seconds
Value investing ☀️ Everything you need to know about value investing [Summer Series]
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
1/6/2023 • 26 minutes, 16 seconds
Passive income investing ☀️ Everything you need to know about passive income investing [Summer Series]
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
1/4/2023 • 26 minutes, 18 seconds
Personal Finance ☀️ Everything you need to know about personal finance [Summer Series]
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
1/2/2023 • 23 minutes, 1 second
One of the best ESG investors I have met; ethical passive income, sustainable investing and the most ethical companies, with Will Baylis
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
12/30/2022 • 43 minutes, 36 seconds
How I built Pearler, podcast with Pearler co-founder Hayden Smith
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
12/26/2022 • 1 hour, 2 minutes, 23 seconds
Why Tom Millner owns coal stocks; top sectors of 2022 & true long-term investing
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
12/23/2022 • 34 minutes, 23 seconds
Buying freedom, happiness & financial independence, with Dave Gow
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
12/21/2022 • 48 minutes, 49 seconds
Investing in ASX biotech ft. Dr Megan Baldwin & Jeremy Curnock Cook
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
12/19/2022 • 45 minutes, 40 seconds
ASX short targets, FTX arrest, Drew's top 3 countries, use your mortgage to buy stocks, Commsec pocket & more
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
12/16/2022 • 1 hour, 18 minutes, 41 seconds
Valuation is opinion, not a fact; ESG & impact ft. Tom King of 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
12/14/2022 • 1 hour, 19 minutes, 18 seconds
Investing for families ft. Josh Pennell of Prosper
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
12/12/2022 • 41 minutes, 9 seconds
Hang Seng explodes, crashing house prices, Deremith ETF, MMT = DOA, 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
12/9/2022 • 45 minutes, 9 seconds
Investing in space, aliens, dark matter, UFOs & Aussie tech with Professor Alan Duffy
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
12/7/2022 • 1 hour, 22 minutes
A "once-in-a-generation" buy? (It's not what you think) ft. Ashley O'Connor
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
12/5/2022 • 45 minutes, 35 seconds
Buy the f--king dip, 7% for 10 years, crypto inside Super, Telix Pharma, changes to advice, IVV stock split and more
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
12/2/2022 • 1 hour, 6 minutes, 51 seconds
Afterpay, BHP, Xero, Altium & more: lessons learned from the best investors, companies & more ft. Luke Durbin
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
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Trade ASX, US & HK stocks for just $9.50!
The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade 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
11/30/2022 • 40 minutes, 59 seconds
Systematic share trading, charting stocks & life with The Chartist's Nick Radge
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
11/28/2022 • 1 hour, 1 minute, 21 seconds
Disney’s woes, why Iress (IRE) dominates, ETF fees going up?, save BIG on Super, hedged or unhedged
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:
11/25/2022 • 1 hour, 14 minutes, 12 seconds
Fascinations, farms, the best capital allocator on the ASX & closing the stock market, ft. Donny Buchanan of 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
11/23/2022 • 58 minutes, 11 seconds
Geoff Wilson: Life, LICs, franking credits and how Wilson Asset Management (WAM) was built
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
11/21/2022 • 1 hour, 6 minutes, 1 second
Vanguard Super, tech wreck 2.0, PayPal (PYPL), Okta, best brokers in Australia & Mader Group (ASX:MAD) [2C]
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
11/18/2022 • 1 hour, 14 minutes, 15 seconds
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.
11/16/2022 • 31 minutes, 7 seconds
Mapping disruptive change, building thematic ETFs & major themes for 2023 ft. Blair Hannon from Global X
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.
11/14/2022 • 1 hour, 6 minutes, 31 seconds
My Xero valuation, 10% in FANG, property down 15%?, NAB, FTX goes down, QUAL, bonds, Disney & 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
11/11/2022 • 54 minutes, 25 seconds
The "central scenario" for US rates, credit, the US economy & an average day for a bond manager ft. 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
11/9/2022 • 34 minutes, 50 seconds
The best lithium stock? Vulcan, LKE, CXO, Pilbara & Luke Laretive's 3 high conviction share ideas
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
11/7/2022 • 1 hour, 4 minutes, 55 seconds
Macquarie's HY, Domino's dumped, VDHG & go away?, buying an Indian restaurant, EML or Zip & speccy IPOs [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.
11/4/2022 • 56 minutes, 50 seconds
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
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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!
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Click here for a free 15-day trial
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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.
11/2/2022 • 23 minutes, 19 seconds
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.
10/31/2022 • 31 minutes, 55 seconds
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.
10/28/2022 • 47 minutes, 23 seconds
Wayne Hooper, CEO of Laserbond Ltd (ASX: LBL) | Exclusive Interview on The Australian Investors Podcast
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.
10/26/2022 • 48 minutes, 53 seconds
Finding the ASX's best 10 companies, failure, grit, the top investor letters & so much more | Nathan Bell from 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).
10/24/2022 • 1 hour, 23 minutes, 44 seconds
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.
10/21/2022 • 1 hour, 1 minute, 16 seconds
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)
10/19/2022 • 37 minutes, 52 seconds
The BoE disaster, bear markets, recessions… and good news stories Ft. Kerry Craig From J.P. Morgan
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.
10/14/2022 • 48 minutes, 39 seconds
The next Pro Medicus, "all in" on lithium, valuing SaaS stocks, Pendal (PDL) or Perpetual (PPT), VAS or VHY?
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
10/12/2022 • 1 hour, 1 minute, 43 seconds
RPMGlobal (ASX:RUL), Altium (ASX:ALU) & has the market bottomed?
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
10/7/2022 • 46 minutes, 56 seconds
Private V Public: Why private markets have outperformed by 10% p.a. ft Hamilton Lane's Brian Gildea
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
10/5/2022 • 38 minutes, 56 seconds
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)
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
9/30/2022 • 1 hour, 1 minute, 27 seconds
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.
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If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple 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
9/28/2022 • 56 minutes, 17 seconds
6 top funds for global equities | Nanuk, FEMX, QUAL, HACK, FANG & MOAT
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:
9/23/2022 • 40 minutes, 20 seconds
Masterclass: Commodities | Global X, Atchison Consultants & Wattle Partners
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
9/21/2022 • 1 hour, 8 minutes, 42 seconds
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 ~~
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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):
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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.
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.
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8/26/2022 • 57 minutes, 56 seconds
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)
8/10/2022 • 47 minutes, 42 seconds
Gold or Bonds? Why Not Both? Ft. Kanish Chugh Of ETF Securities
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)