
Australian Investors Podcast
703 episodes — Page 10 of 15
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices

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

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

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: October 10th, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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: Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
5 VC questions every founder must answer, ft. Seed Space Venture Capital's Cathryn Lyall
Cathryn Lyall is an experienced venture capitalist and partner at Seed Space Venture Capital. Cathryn recently joined Drew Meredith and Owen Rask on The Australian Investors Podcast to talk about everything venture capital-related, including the 5 essential questions Cathryn asks every founder. Please note: this podcast was recorded in audio-only format, at Noosa, on October 10, 2022. Podcast resources ASK A QUESTION Seed Space Venture Capital Make a connection with Cathryn Lyall on LinkedIn Owen Rask on Twitter Email Drew Meredith Join Owen inside Rask Core Say thanks to our tremendous sponsors Join Selfwealth and get 5 free ASX trades! The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades! Join Selfwealth and get free trades Join inside The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required): Click here for a free 15-day trial Click here to join Intelligent Investor today ($100 off) J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan Asset Management is a true global leader, providing investors with perspective to build stronger active portfolios. Visit their website. The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Will Hamilton: How to build portfolios & the key questions all investors should ask
Will Hamilton is the managing partner of Hamilton Wealth Partners, one of the leading financial advice businesses in the country. An investment and advice veteran, with 35 years of experience, Will Hamilton is frequently voted in Australia's top 10 financial advisers. Will sat down with Drew Meredith, CFP, of Wattle Partners Financial Planning, and Owen Rask, founder of Rask Australia, to talk about the key questions of 2022 and get Will's top advice for 2023. Who is Will Hamilton? Please note: this podcast was recorded in audio-only format, at Noosa, on October 10, 2022. Podcast resources ASK A QUESTION Hamilton Wealth Partners website Email Will Hamilton Email Drew Meredith Join Owen inside Rask Core Say thanks to our tremendous sponsors Join Selfwealth and get 5 free ASX trades! The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades! Join Selfwealth and get free trades Join inside The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required): Click here for a free 15-day trial Click here to join Intelligent Investor today ($100 off) J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan Asset Management is a true global leader, providing investors with perspective to build stronger active portfolios. Visit their website. The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices
The 3 best indicators of performance, top-down v bottom-up, private equity funds & more ft. Lincoln Smith, Kevin Toohey, Drew Meredith & Owen Rask
Kevin Toohey of Atchison Consultants and Lincoln Smith of Albourne Partners are investment researchers and consultants with expertise spanning multiple asset classes. In this Australian Investors Podcast episode, Drew Meredith, CFP and Owen Raszkiewicz host Kevin and Lincoln and get them to answer a bunch of questions around the macroeconomic outlook, how stock markets work and the way they invest. You each get three indicators to research and predict the 3-year performance of the stock market (e.g. factors, macro signals, etc.); but you can’t pick the same indicator the other person just picked. Meaning, we’ll go one at a time and you have to pick an indicator and explain how it helps you form a view. What do you think is most compelling risk-adjusted market right now? Explain. Why does the stock market go up over the long run? How much of the way you invest your own money is top-down versus bottom-up? What is the number-one question you’re getting right now? What’s one thing you believe about investing that few people agree with you on? Resources: Find Lincoln Smith on Albourne.com Kevin Toohey on Atchison Consultants Drew Meredith on Wattle Partners Owen Rask on Twitter ~~~ Say thanks to our tremendous sponsors ~~~ Join Selfwealth and get 5 free ASX trades! The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades! Get trades Join inside The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial ~~~ WARNING ~~~ The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices
ANZ's report, GEAR's 17% yield(?!), offsets or stocks, investing for kids & why Drew hates DRPs [2c]
Australian Investors Podcast's "2 cents" is back with Drew Meredith and Owen Rask. In this light-hearted question and answer session, Owen Rask and Wattle Partners' Drew Meredith field your investing questions and topics. Topics covered today: Why are my returns negative? Does BetaShares GEAR ETF really have a 17% yield? Australia and New Zealand Banking Group's (ASX: ANZ) full year results and what matter Macroeconomics and why Drew and Owen are both probably wrong What happens if an ETF provider goes insolvent? Offset versus shares Investing $1,000 for kids ~~~ ASK A QUESTION ⁉️ ~~~ Submit your question or make a bold statement here: https://bit.ly/3QtiY00 Be sure to select “The Australian Investors Podcast” when it prompts you to say where you want your question answered. If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, or ask a question, use our Typeform to submit your question. ~~~ Resources ~~~ Question: https://bit.ly/3QtiY00 GET YOUR ASA TICKETS: https://bit.ly/asa_investorsummit Get Owen's analyst training: https://t.co/ZPYMJWQK89 Get in touch with Drew: https://www.wattlepartners.com.au/?utm_source=RASK Find Owen on Twitter: https://www.twitter.com/owenrask ~~~ Say thanks to our tremendous sponsors ~~~ Join Selfwealth and get 5 free ASX trades! The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades! Get trades: https://bit.ly/selfwealth-Rask Join inside The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial: https://www.rask.com.au/ii-trial?utm_source=AIP ~~~ WARNING ~~~ The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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). Learn more about your ad choices. Visit megaphone.fm/adchoices
OCL, TNE, NDQ or QQQ, 60/40, GEAR, equal weight, VAE & how to become an analyst [2 Sense]
The Australian Investors Podcast, Australia’s top investing podcast for professionals and private investors, is back for “2 sense”, hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP. This week, Owen and Drew cover: - Objective Corp Ltd (ASX: OCL) - TechnologyOne Ltd (ASX: TNE) - Betashares Nasdaq 100 ETF (ASX: NDQ) - Invesco QQQ ETF - What is a 60/40 portfolio? - Do equal-weight ETFs make sense? - How can I become an investment analyst? - Vanguard VAE or iShares IAA - GEAR ETFs - do leveraged ETFs make sense? ~~~ ASK A QUESTION ⁉️ ~~~ Submit your question or make a bold statement here: https://bit.ly/3QtiY00 Be sure to select “The Australian Investors Podcast” when it prompts you to say where you want your question answered. If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, or ask a question, use our Typeform to submit your question. ~~~ Resources ~~~ Question: https://bit.ly/3QtiY00 GET YOUR ASA TICKETS: https://bit.ly/asa_investorsummit Get Owen's analyst training: https://t.co/ZPYMJWQK89 Get in touch with Drew: https://www.wattlepartners.com.au/?utm_source=RASK Find Owen on Twitter: https://www.twitter.com/owenrask ~~~ Say thanks to our tremendous sponsors ~~~ Join Selfwealth and get 5 free ASX trades! The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades! Get trades: https://bit.ly/selfwealth-Rask Join inside The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial: https://www.rask.com.au/ii-trial?utm_source=AIP ~~~ WARNING ~~~ The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices
Massive macro bets, gold, China, Russia & rates: Inside the mind of a global macro expert ft. Craig Ferguson
Craig Ferguson is the Director of Strategy at Antipodean Capital. He sat down with Owen Rask and Drew Meredith on The Australian Investors Podcast to talk macro and global markets. Craig formerly worked with JP Morgan (1994-2003) as a currency and bond trader, and was head of their cross-market technical analysis group between 1999-2003 when his group was regularly ranked top three in the world. Topics covered with Craig Ferguson: Can you describe the current environment in a sentence? Explain what Antipodean Capital does? And why the name? What does a typical day look like for a macro forecaster? Biggest mistakes that even the smartest investors tend to make Define the concept of tactical vs strategic asset allocation? Is it becoming more important? Who needs this type of decision-making support? What are some of the best and worst calls of your career? What are Craig’s views on the market today? Bonds vs. equities, US dollar, the outlook for policy, inflation changes? Markets always tilt to hyperbole, how do you look through this? What’s the best tactical opportunity in fixed income and equities and alternatives today? Podcast resources ASK A QUESTION Antipodean Capital Wattle Partners Owen on Twitter Drew on Twitter Say thanks to our tremendous sponsors Join Selfwealth and get 5 free ASX trades! The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades! Join Selfwealth and get free trades Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required): Click here for a free 15-day trial Click here to join Intelligent Investor today ($100 off) Learn more about your ad choices. Visit megaphone.fm/adchoices
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
Masterclass: Global Small Caps
Welcome to the third investing Masterclass on The Australian Investors Podcast. In the next 60 minutes you will go on a deep dive into the topic of Global Small Cap investing with some of Australia's top experts, including Nick Cregan of Fairlight Asset Management, Maximilian Mulholland-Licht from Evergreen Consultants, Tobias Bucks from Ausbil Investment Management, and Drew Meredith from Wattle Partners. You'll discover: What you need to know about the global small-cap market The difference between small, mid and large caps globally Why global small caps are fruitful hunting grounds for investors How to perform due diligence on global small cap funds and strategies The difference between Australian small caps and global small caps How experts use small cap funds and strategies in portfolios To help us navigate through global smalls, we'll be joined by Nick Cregan, founding partner of Fairlight Asset Management, who walks us through sector overall. Then Ausbil portfolio manager Tobias Bucks takes us through the different options in global small caps and how to identify common strategies for misplacing. Max Mulholland-Licht, an experienced investment consultant at Evergreen, explains the importance of due diligence and how to unearth insights when researching global small cap fund managers. Finally, friend of the show and experienced financial planner Drew Meredith, CFP explains how to use small cap funds in portfolios, where they sit and what questions to ask yourself. I hope you enjoy this Global Small Caps Masterclass on The Australian Investors Podcast. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
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: Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
Masterclass: ESG | Perennial, Atchison Consultants & Wattle Partners
Welcome to the first Masterclass series on The Australian Investors Podcast. In the next 45-60 minutes you will go on a deep dive into the topic of ESG with some of Australia’s top experts, including Perennial's Emilie O'Neill, Atchison Consultants' Jake Jodlowski, and Wattle Partners' Drew Meredith. You'll discover: What you need to know about the ESG market The difference ESG investment options How to perform due diligence on ESG funds and strategies How experts use ESG strategies in portfolios 50 years of investing expertise in one episode To help us navigate through this emerging theme we’ll be joined by Emilie O’Neill of Perennial Partners, who walks us through the sub-sector options. Then Jake Jodlowski, a highly experienced investment consultant from Atchison Consultants, explains how to perform due diligence. Finally, Drew Meredith, the director of Wattle Partners financial planning explains how to actually implement some of these strategies in a portfolio. Emillie O'Neill, Co-Head of ESG & Equities Analyst at Perennial Partners, with 6 years of experience; Drew Meredith, CFP, Director of Wattle Partners Financial Planning, with 19 years of experience; Jake Jodlowski, Principal of Atchison Consultants with 28 years of investment experience; Host: Owen Raszkiewicz, lead analyst at Rask, 10 years of investment experience. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
2 sense: Woodside (WDS), Ampol (ALD), Infratil (IFT), India ETFs, Nuix, Charter Hall, becoming an analyst in Australia & more!
The Australian Investors Podcast, Australia's top investing podcast for professionals and private investors, has today launched our first question and answer session, hosted by Drew Meredith, CFP and Owen Rask. We're calling it "2 sense". In these very laid-back investing discussions we'll attempt to answer all of your investing questions, including on ASX and global stocks, managed funds, ETFs, LICs or portfolio construction. That said, Drew and I will also any questions you want to throw at us: Direct stock ideas Macro forecasts Whether it's pronounced "finn ants" or "fine arts" Funds management Something business but completely unrelated Financial planning Whether curly moustaches make you a better investor Portfolio construction for retirement Drew and Owen's private company investing You name it! Submit your question or make a bold statement here. Be sure to select "The Australian Investors Podcast" when it prompts you to say where you want your question answered. If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, or ask a question, use our Typeform to submit your question. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 12th of September 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices
Cath Whitaker, taking the reigns at Selfwealth & building a wealth platform
Cath Whitaker is the CEO of Selfwealth Ltd (ASX: SWF), Australia's third largest brokerage company and the pioneer of flat-fee brokerage in Australia. In this Australian Investors Podcast episode, Cath joins Owen Rask to talk about her journey prior to joining Selfwealth and how, during the run-off of the Covid pandemic, saw an exciting opportunity to turn Selfwealth into a wealth platform. Topics discussed: Cath's background in consulting and risk management How a CEO assesses a company like Selfwealth and why she accepted the job How to think about creating agile teams in an established organisation Isn't Australian share brokerage just a race to the bottom? Cath's vision of a Selfwealth platform focused on wealth management The key metrics that Cath, as CEO, follows every day and uses to inform herself of the company's progress How and why Cath spends 50% of her day internally and 50% externally You'll like this episode of The Australian Investors Podcast if you want to know what goes on behind the scenes of a brokerage platform, how the ecosystem works, and what it takes to join and revitalise an established company. Please note: Selfwealth is a long-term sponsor of The Australian Investors Podcast. However, this episode was not paid-for (i.e. it was included as part of the long-term sponsorship), I -- Owen -- simply wanted to speak with Cath about her role and the way she thinks about the brokerage and wealth management space. Watch the video version on the Rask Australia YouTube page. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: Learn more about your ad choices. Visit megaphone.fm/adchoices
5 standout small-cap ASX shares from Reporting Season 2022, ft. Claude Walker from A Rich Life
The Australian Investors Podcast welcomes back Claude Walker, founder of A Rich Life, to talk about 5 companies that caught his eye during ASX Reporting Season, including Objective Corporation Ltd (ASX: OCL), PWR Holdings (ASX: PWH) and more. Tune in to hear Claude Walker of A Rich Life review the results of: PWR Holdings (ASX: PWH) Objective Corporation Ltd (ASX: OCL) Alcidion Group Ltd (ASX: ALC) Lovisa Holdings (ASX: LOV), and Laserbond Ltd (ASX: LBL) Want a company covered by our team on The Australian Investors Podcast? Send your question to Owen Rask and our expert guests to have your questions answered. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 6th of September 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices
Reporting Season finale: Wesfarmers, Alcidion, FMG, Praemium & more ft. Drew Meredith, CFP
Dubber Corp Ltd (ASX: DUB), Alcidion Group Ltd (ASX: ALC), Fortescue Metals Group Ltd (ASX: FMG) and Wesfarmers Ltd (ASX: WES) feature on this week's Australian Investors Podcast. Drew Meredith, CFP and Owen Rask are back on The Australian Investors Podcast talking ASX Reporting Season, and it's the finale for Reporting Season 2022. Got a question for Drew & Owen? Want us to cover your company? If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, or ask a question, use our Typeform to submit your question: https://bit.ly/3QtiY00 ~~ Podcast Resources ~~ Wattle Partners Owen Rask on Twitter Value Investor Program, Owen’s online investing course ~~ Say thanks to our tremendous sponsors ~~ Join Selfwealth and get 5 free ASX trades! The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades! Join Selfwealth Join inside The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial: https://www.rask.com.au/ii-trial?utm_source=AIP 💸 Click here to join Intelligent Investor today ($100 off): https://www.rask.com.au/ii-100?utm_source=AIP The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices
Masterclass teaser: Global Small-Caps Overview, ft. Nick Cregan, CFA
Introducing the Rask + Inside Network Masterclass series. In coming months, we'll be diving deep into every asset class that matters, with Australia's best investors, consultants, portfolio managers, financial planners and asset allocators. In 60 minutes, every Masterclass will cover an asset class, from top to bottom, starting with an overview of the asset class, investment options, due diligence, and ending with portfolio construction. We'll have 4 different experts appearing in every episode. Today's Masterclass teaser features Fairlight Asset Management founding partner, Nick Cregan, CFA, who provides an overview of global small caps. If you like the episode, please send me a message on Twitter: https://twitter.com/owenrask. Or if you want to be part of the Masterclass series, email me (Owen) using the email address provided in the episode. ~~ Key resources ~~ Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): Click here for a free 15-day trial Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
ASX blitz: PME, ALU, EML, COL, HUB, KGN, BLD, LBL, NWL, EDV & TWE
Drew Meredith, CFP and Owen Rask are back on The Australian Investors Podcast talking ASX Reporting Season. Every week Owen & Drew will summarise 10 key company reports. Subscribe to The Australian Investors Podcast on your favourite podcast player (using the links above). In this ASX reporting season Australian Investors Podcast episode, Owen Rask & Drew Meredith cover the following companies. ASX shares Boral Ltd (ASX: BLD) Kogan.com Ltd (ASX: KGN) HUB24 Ltd (ASX: HUB) Coles Group Ltd (ASX: COL) Endeavour Group Ltd (ASX: EDV) Altium Ltd (ASX: ALU) EML Payments Ltd (ASX: EML) Treasury Wine Estates Ltd (ASX: TWE) Pro Medicus Ltd (ASX: PME) Laserbond Ltd (ASX: LBL) Netwealth Ltd (ASX: NWL) Want us to cover your company? If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, use our anonymous Typeform to submit your question. *** Enter the $1,000 giveaway | Get a FREE Selfwealth account & 10 bonus trades *** Click this link: https://bit.ly/self-1000 Learn more about your ad choices. Visit megaphone.fm/adchoices
Software investing, cashflow quadrants and building the future | Jason Kotchoff, founder of Stocklight
If you know me outside of investing, you'll know that I love software development and anything technology-related. This episode of The Australian Investors Podcast features Jason Kotchoff, the founder of Stocklight - Australia's most popular investment app, as rated by app store reviews. Jason's background is rich with lessons learned in computer science and entrepreneurism. After discovering programming at a young age, Jason moved to the US to work on the early versions of Hotmail. From there he moved into the orbit of so many of the big-name entrepreneurs we know today. Over time, however, his talent for programming moved him closer to investing. In this podcast we talk about the most popular programming languages, passive income, Kiyosaki's cashflow quadrant, using equity to power your net worth, Vanguard and more. Here's something that scares me. Jason told me that if someone has a 70-year lifespan, by age 30 they have 21 million minutes to go. There's an opportunity cost to everything we do. I believe this episode of The Australian Investors Podcast will be worth the time investment. Here's Jason Kotchoff from Stocklight. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
ASX reports blitz: CSL, SEK, VCX, RBL, CGF, BHP & CAR
Drew Meredith, CFP and Owen Rask are back on The Australian Investors Podcast talking ASX Reporting Season. Every week Owen & Drew will summarise 10 key company reports. Subscribe to The Australian Investors Podcast on your favourite podcast player (using the links above). In this ASX reporting season Australian Investors Podcast episode, Owen Rask & Drew Meredith cover the following companies. ASX shares CSL Limited (ASX: CSL) Redbubble Ltd (ASX: RBL) Carsales.com Ltd (ASX: CAR) Challenger Ltd (ASX: CGF) Vicinity Centres Ltd (ASX: VCX) BHP Group Ltd (ASX: BHP) SEEK Limited (ASX: SEK) Want us to cover your company? If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, use our anonymous Typeform to submit your question. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth *** Enter the $1,000 giveaway | Get a FREE Selfwealth account & 10 bonus trades *** Click this link: https://bit.ly/self-1000 Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 18th of August 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices
Nick Griffin of Munro Partners | AMSL, Munro's Areas of Interest & more
Nick Griffin is the Chief Investment Officer of Munro Partners, one of Australia's largest and fastest-growing global equities fund managers. Nick Griffin recently sat down with me, Owen Rask, on The Australian Investors Podcast to talk about life, money and investing. In addition to getting to know Nick and his investment philosophy, we dive deep into companies and topical areas of interest, like ASML Holdings and the China-Taiwan tensions, why Nick was sitting on a pile of cash, and so much more. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth *** Enter the $1,000 giveaway | Get a FREE Selfwealth account & 10 bonus trades *** Click this link: https://bit.ly/self-1000 Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 5th of August 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices
ASX reports: CBA, TLS, IAG, AZJ, RMD, REA, GQG, NWS, AMP & DIS
LIVE ASX reporting season coverage is back on The Australian Investors Podcast with Owen Rask and Drew Meredith, CFP covering the latest, greatest (and not-so greatest) ASX reports. Today, the investors cover Commonwealth Bank of Australia (ASX: CBA), AMP Limited (ASX: AMP), ResMed Inc (ASX: RMD) and more. Every week Owen & Drew will summarise 10 key company reports. Subscribe to The Australian Investors Podcast on your favourite podcast player. (using the links above) In this ASX reporting season Australian Investors Podcast episode, Owen Rask & Drew Meredith cover the following companies. ASX shares covered: Commonwealth Bank of Australia (ASX: CBA) Telstra Corporation Ltd (ASX: TLS) Insurance Australia Group Ltd (ASX: IAG) Aurizon Holdings Ltd (ASX: AZJ) Resmed CDI (ASX: RMD) REA Group Limited (ASX: REA) GQG Partners Inc (ASX: GQG) News Corporation Class B Voting CDI (ASX: NWS) AMP Ltd (ASX: AMP) US stocks covered: Walt Disney Co (NYSE: DIS) Want us to cover your company? If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, say g’day to Owen on Twitter. *** Enter the $1,000 giveaway | Get a FREE Selfwealth account & 10 bonus trades *** Click this link: https://bit.ly/self-1000 Learn more about your ad choices. Visit megaphone.fm/adchoices
Are Australian house prices really crashing? Boots on the ground with Chris Bates
Are Australian property prices crashing in 2022? Are house prices in Sydney and Melbourne falling really hard? I -- Owen -- was recently joined by leading Australian mortgage broker Chris Bates, from Wealthful, to talk about the state of property prices in Melbourne, Sydney, Brisbane and right around Australia. If you like this show with Chris Bates you'll LOVE our five-part Property Investor Mini Series featuring Chris that aired just a few months ago. Talking points Are we seeing weakness in the Sydney property market? Which markets and properties are most affected? Are interest rates peaking? Is it worth fixing a loan at today's rates? Why borrowing capacity has been reduced across the board Are regional cities still performing? How about units and apartments? Was the RBA's Phillip Lowe to blame for falling property prices? Chris' best advice for: First home buyers Upgraders Investors Podcast resources Get in touch with Chris at Wealthful Owen’s recent podcast with Pete Wargent, leading property economist and buyers agent Property Investor Mini Series Say thanks to our tremendous sponsors Join Selfwealth and get 5 free ASX trades! The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades! Join inside The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join Intelligent Investor today ($100 off) Learn more about your ad choices. Visit megaphone.fm/adchoices
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) Learn more about your ad choices. Visit megaphone.fm/adchoices
S4 Ep 67Results blitz: ALC, PYPL, SQ, PLY, GOOGL, AAPL, PNI, MQG, AFIC & AMZN
Drew Meredith, CFP and Owen Rask are back talking ASX Reporting Season and US stock market quarterly reports. Every week: Owen & Drew will summarise 10 key company reports. Subscribe to The Australian Investors Podcast on your favourite podcast player. (using the links above) In this ASX reporting season, Owen Rask & Drew Meredith cover the following companies. ASX shares: Pinnacle Investment Management Ltd (ASX: PNI) PlaySide Studios Ltd (ASX: PLY) Macquarie Group (ASX: MQG) Block CDI (ASX: SQ2) Australian Foundation Investment Company (ASX: AFI) or AFIC US stocks: PayPal Holdings Inc (NASDAQ: PYPL) Block CDI (NYSE: SQ) Amazon.com Inc (NASDAQ: AMZN) Apple Inc (NASDAQ: AAPL) Alphabet Inc (NASDAQ: GOOGL) Want us to cover your company? If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, say g'day to Owen on Twitter. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 5th of August 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices
S4 Ep 66Inside Supply Network (ASX:SNL) & National Tyre (ASX:NTD) ft. Raymond Jang
National Tyre & Wheel Ltd (ASX: NTD) shares have been sold down while Supply Network Limited (ASX: SNL) has powered ahead. In this episode of The Australian Investors Podcast, analysts Owen Rask and Raymond Jang take a good hard look at the story behind these two companies. Supply Network sells trucks and bus parts under the Multispares brand in Australia and New Zealand. The business was founded by Harry Forsyth when he started selling spares for buses in the 1970s, he remains the majority shareholder with 30%. It strives to provide the biggest range, best quality parts at the best prices through its significant scale advantage, commitment to customer service and deep expertise. National Tyre & Wheel is Australia's largest independent tyre and wheel distributor, specialising in importing tyres and distributing them throughout Australia. NTD's business model has included buying other independent distributors in the hope of 'rolling them up' into what is now the leading independent brand. NTD's roots trace back to Terry Smith and Exclusive Tyres, which was the original and exclusive importer of Cooper & Micky Thompson tyres. It has operations around Australia, New Zealand and even South Africa. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 29th of July 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices
S4 Ep 65Bonus: Owen's ASX Reporting Season checklist [free download]
Ready for ASX reporting season? In this episode of The Australian Investors Podcast, Kate Campbell and Owen Rask jump into your feed for a bonus episode, to share our free ASX annual report checklist, that you can download and use throughout reporting season. DOWNLOAD CHECKLIST HERE: bit.ly/reporting2022 Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor Bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 1st of August 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices
S4 Ep 64The future of investing is already upon us, ft. SixPark's Pat Garrett
Pat Garrett is the CEO and co-founder of SixPark. Pat Garrett joins Owen Rask on The Australian Investors Podcast to talk about robo investing, the rise of ETFs, asset allocation puzzles, the future of investment advice and so much more. Some of the questions I -- Owen -- asked Pat include: With a 10-year view, what's more underrated by Australian investors: the technology or resources sector? What's the best beach you've ever surfed? How did Pat's Systems Engineering degree get him into Wall Street and investment banking? What is robo investment advice & how does SixPark add value to investors? What is the future of wealth management and brokerage? How SixPark's mean-variance optimisation result in the selected ETFs Why doesn't SixPark invest in gold? What's most impactful for investors: automation, investment philosophy or security selection? What are the three most powerful behavioural biases? Why is it called "SixPark"? Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 25th of July 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices
S4 Ep 63Kelly Partners' Brett Kelly on life, business and sacrifice
In addition to starting and running Kelly Partners, one of Australia's largest accounting networks, Brett is an avid reader, multiple author, Warren Buffett & Charlie Munger disciple, and somewhat of a polymath. Here is a list of the questions I asked Brett during our recording: If you could have dinner with one living person and you had to choose the restaurant, who would it be and where would you take them? What's one lifestyle hack you wish you knew 20 years ago? Did you grow up with an entrepreneurial streak, Brett? Was business and entrepreneurialism part of your childhood? How do you, Brett Kelly, think about personal sacrifice and growth? What led you to start Kelly+Partners in 2006? How did you know it was the right opportunity for you? What makes Kelly Partners so special? As you grow, your company may need to make more acquisitions, which may mean more of these decisions get made outside of you. Such as what's happened with Mark Leonard and his six business units. How will Kelly+Partners deal with those challenges? If you hand a new CEO one book, what would it be? Can you explain this to me and maybe reflect on the statement for yourself? "The great tension in life is the difference between who we are and who we want to be." If you could teach your child 1 thing about investing, what would it be? Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial Learn more about your ad choices. Visit megaphone.fm/adchoices