Australian Investors Podcast

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

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

In this Australian Investors Podcast episode, your host Owen Rask continues the Investment Foundations Series with: how real estate investing works and the key trade-offs comparing direct property to listed shares, REITs and ETFs the real impact of gearing, illiquidity and concentration risk how shares can give you access to global real estate — without buying a house If you want to level up your investment knowledge and take control of your money, make sure to subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube and follow along with this 10-part series. Follow us on Instagram and TikTok for more investing insights. Negative gearing, capital growth and property cycles Why leverage cuts both ways Diversification and risk in direct property vs shares How REITs and ETFs offer liquidity and global access Rask Courses: Value Investor Program – Owen's free online traininghttps://education.rask.com.au/courses/value-investor-program-course-with-equity-mates/ Rask Core membership – Rask's expert portfolios & stock research, $1 for 30 days!https://www.rask.com.au/landing/etfs-checkout/?level=5&discount_code=INV Rask Invest – Invest directly with Owenhttps://www.rask.com.au/rask-invest Go deeper and explore more episodesBrowse the full series at https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Topics CoveredResources for This EpisodeDISCLAIMERThis podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Owen Rask continues the Investment Foundations Series with: how asset allocation drives long-term returns the role of diversification across assets, sectors and regions why rebalancing matters and how to do it properly how to think about portfolio structure, volatility and investment goals If you want to level up your investment knowledge and take control of your money, make sure to subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube and follow along with this 10-part series. Follow us on Instagram and TikTok for more investing insights. Asset allocation: the key to long-term results Diversification across asset classes and regions Rebalancing, volatility and Sharpe ratios Core-satellite strategies and managing your risk Rask Courses: Value Investor Program – Owen's free online traininghttps://education.rask.com.au/courses/value-investor-program-course-with-equity-mates/ Rask Core membership – Rask's expert portfolios & stock research, $1 for 30 days!https://www.rask.com.au/landing/etfs-checkout/?level=5&discount_code=INV Rask Invest – Invest directly with Owenhttps://www.rask.com.au/rask-invest Go deeper and explore more episodesBrowse the full series at https://www.raskmedia.com.au/podcasts/australian-investors-podcast/ Topics CoveredResources for This EpisodeDISCLAIMERThis podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Owen Rask continues the Investment Foundations Series with: - the rise of Vanguard and the birth of index funds - why low-cost investing is a powerful advantage - how ETFs and market-cap indexing actually work - the evidence behind passive investing outperformance If you want to level up your investment knowledge and take control of your money, make sure to subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube and follow along with this 10-part series. Follow us on Instagram and TikTok for more investing insights. Topics covered - How Vanguard changed the investing world - Index funds vs active funds - ETFs, fees and the client-owned model - Why most active funds underperform Resources for This Episode Rask Courses: Value Investor Program – Owen's free online training Rask Core membership – Rask's expert portfolios & stock research, $1 for 30 days! Rask Invest – Invest directly with Owen Go deeper and explore more episodes Browse the full series Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Owen Rask continues the Investment Foundations Series with: - what value investing really means and why it works - key principles from Graham, Buffett and modern investors - how to think about intrinsic value, DCF and the margin of safety - why some stocks are cheap for a reason (value traps) If you want to level up your investment knowledge and take control of your money, make sure to subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube and follow along with this 10-part series. Follow us on Instagram and TikTok for more investing insights. Topics Covered - What is value investing and how is it different? - Valuation ratios like P/E, P/B and DCF analysis - Margin of safety, mean reversion and quality - Avoiding value traps and spotting great businesses Resources for this episode Rask Courses: Value Investor Program – Owen's free online training Rask Core membership – Rask's expert portfolios & stock research, $1 for 30 days! Rask Invest – Invest directly with Owen Go deeper and explore more episodes - Browse the full series Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

Passive income investing essentials: how to use dividends, franking, bonds and reinvestment strategies to grow income and build wealth. In this Australian Investors Podcast episode, your host Owen Rask continues the Investment Foundations Series with: - the core ingredients of a passive income investing plan - how dividends, franking credits and term deposits work for Aussie investors - the psychology and risks of chasing yield - what the FIRE movement can teach us about real financial freedom If you want to level up your investment knowledge and take control of your money, make sure to subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube and follow along with this 10-part series. Follow us on Instagram and TikTok for more investing insights. Topics Covered - How passive income works and why it matters - Dividends, franking credits, term deposits and bonds - Avoiding yield traps and understanding payout ratios - Total return investing vs income-only strategies Resources for This Episode Rask Courses: Value Investor Program – Owen's free online training Rask Core membership – Rask's expert portfolios & stock research, $1 for 30 days! Rask Invest – Invest directly with Owen Ask a question (select the Investors podcast) ⁠Visit TermPlus to learn more⁠ Go deeper and explore more episodes Browse the full series Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Owen Rask kicks off the Investment Foundations Series with: - personal finance foundations for investors that want to grow their wealth - how to use compound interest, dollar-cost averaging and superannuation to your advantage - why goals, risk tolerance and automation matter more than you think - what smart investors get wrong about fees, psychology and behaviour If you want to level up your investment knowledge and take control of your money, make sure to subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube and follow along with this 10-part series. Follow us on Instagram and TikTok for more investing insights. ⁠Visit TermPlus to learn more⁠ Rask Core membership – Rask's expert portfolios & stock research, $1 for 30 days! Rask Invest – Invest directly with Owen Go deeper and explore more episodes Browse the full series Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Owen Rask sits down with Shane Horsburgh — ex-police tactical leader, author of Fighting Blind, and leadership coach — to explore: - what it means to be guided by your soul, not your ego - redefining masculinity through stillness, patience and presence - lessons from Iraq, police tactical operations and culture change programs - how leaders collapse under complexity when they cling to control From Sound of Music tours in Austria to Special Operations on Sydney rooftops, Shane shares deeply human, practical and philosophical lessons for modern leaders. If you’re curious about how to lead in a world that’s moving faster and becoming harder to control, this conversation will reframe how you see yourself, your decisions and your team. Follow us on Instagram (Rask.Invest) and TikTok (Rask.Invest) for more investing and leadership insights. Topics covered in this Australian Investors Podcast episode - Being guided by your soul, not your ego - Stillness in chaos & emotional regulation - Masculinity, identity and leadership assumptions - Complexity, hierarchy and adaptive leadership - Quantum thinking & decision-making - AI as a leadership challenge, not a tech one - The myths that hold leaders back Resources for this Investors podcast episode Learn more about Shane Horsburgh: Fighting Blind (Shane’s book) TEDx Talk – Redefining Masculinity (2014) LinkedIn: Shane Horsburgh Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Owen Rask speaks with Luke Laretive and Ben Richards of Seneca Financial Solutions about: – Red Hill Minerals (RHI): 11% yield and exposure to MIN’s Onslow Iron – Euroz Hartleys (EZL): WA broker with history of capital returns – ReadyTech (RDY): takeover target and still the cheapest ASX software stock? – Stellar Resources (SRZ): under-the-radar commodity & potential M&A upside If you love learning about micro cap ASX stocks with huge upside, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Red Hill Minerals (RHI): gross yield of 11% and cash machine upside – Euroz Hartleys (EZL): WA broker with another capital return coming? – ReadyTech (RDY): software business overlooked by the market – Stellar Resources (SRZ): tin exposure and a neighbour lurking as acquirer? Resources for This Episode 📄 Get more insights from Luke & Ben: – Seneca Financial Solutions – Good Research (for DIY investors) Show partner resources Visit TermPlus to learn more Rask Resources 🔗 Explore all Rask services 📋 Get Financial Planning 📈 Start investing with Rask 📜 Access Show Notes ❓ Ask a question – just select the Investors Podcast 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. #ASX #MicroCaps #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Owen Rask speaks with Luke Laretive and Ben Richards of Seneca Financial Solutions about: – Symal (SYL): a newly listed boring business in the best way – Emeco (EHL): discounted to NTA and a potential takeover target – HMC Capital (HMC): 3 big issues, but plenty of hidden value – Qoria (QOR): cyber safety stock with overlooked tailwinds If you love learning about ASX small caps with big upside, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Symal (SYL): recent IPO, trading at 10x earnings vs peers on 15–20x – Emeco (EHL): capital returns ahead? Insiders buying? – HMC Capital (HMC): unloved, but a real asset management business – Qoria (QOR): overlooked leader in cyber safety software Resources for This Episode 📄 Get more insights from Luke & Ben: – Seneca Financial Solutions – Good Research (for DIY investors) Show partner resources -Visit TermPlus to learn more Rask Resources 🔗 Explore all Rask services 📋 Get Financial Planning 📈 Start investing with Rask 📜 Access Show Notes ❓ Ask a question – just select the Investors Podcast 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. #SmallCaps #ASX #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Owen Rask speaks with Luke Laretive and Ben Richards of Seneca Financial Solutions about: – Why REA Group (REA) could keep winning despite the noise – WiseTech Global (WTC): sticky, high-margin, misunderstood – NexGen Energy (NXG): exposure to the world’s best uranium asset? – South32 (S32): this base metals stock is completely unloved If you love learning about quality mid/large cap ASX companies, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – REA Group (REA): still a monopoly with pricing power – WiseTech Global (WTC): logistics software juggernaut – NexGen Energy (NXG): overlooked uranium upside – South32 (S32): a cyclical contrarian opportunity Resources for This Episode 📄 Get more insights from Luke & Ben: – Seneca Financial Solutions – Good Research (for DIY investors) Show partner resources - Visit TermPlus to learn more Rask Resources 🔗 Explore all Rask services 📋 Get Financial Planning 📈 Start investing with Rask 📜 Access Show Notes ❓ Ask a question – just select the Investors Podcast 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. #ASX #Investing #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode - your finale of the 2 Sense series for 2025 - your host Owen Rask is joined by Dr Andrew Deremith (AKA Drew Meredith) to: - Review 2025 - the year that was… filled with AI - Settle 2 BIG bets made on the show - Name their best stocks of 2025 - Name 1 stock pick for 2026 - Provide an overview of ways to profit from AI - Provide a teaser about the Rask 2026 stock market game… If you love learning about quality mid/large cap ASX companies, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Resources for This Episode Get more insights from Rask: Rask newsletter (Owen's deep dives, every Sunday) Rask Core (our stock & ETF research) Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

What does a day in the life of a product manager at S&P Dow Jones look like? Lots and lots of data. Rask’s Mitchell Sneddon sits down to talk with Jessica Tan who the the Principal of Fixed Income Indices at S&P Dow Jones Indices. Jessica breaks down the interesting differences between fixed income markets around the world and uses a bento box to describe how she puts together a fixed income index. We also discuss growing up in Singapore as well as a life changing car accident when she was travelling New Zealand. Resources for this episode Jessica Tan’s bio and articles Buy Gemma’s book “The Money Reset” Ask a question (select the Finance podcast) Show partner resources Join Pearler using code “RASK” for $15 of Pearler Credit Get 50% off your first two months using PocketSmith View Betashares range of funds Rask resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

Peter Phan is the Portfolio Manager of Castlereagh Equity. Many Australian investors already know Peter from his time blogging and due to his activity on Twitter. This podcast is epic, unfiltered, barely edited and raw. I barely edited this audio file. It took place remotely, so the audio file is a little rough. Consider wearing your headphones. You’ve probably seen this episode come up in your feed and noticed this podcast is also the longest I have ever recorded. My wife said I should break it up into parts. However, if I did that, it would the diehard investors and learners may miss the deep signal Peter covers during the next two and a half hours. In this conversation, Peter covers everything from card counting and probability, mental models for analysing management or yourself, valuations and modelling outcomes, including examples in United Overseas Australia (ASX: UOS) and Data#3 Ltd (ASX: DTL). @60 minutes - how Peter invests In the first 60 minutes Peter sets the groundwork for the entire conversation. If you’re most interested in how he invests and the models he applies to his investing, jump forward to around 60 minutes into the conversation. At the very end of the conversation, around 2 hours and 26 minutes in, Peter answers three questions, including is it ok for non-investors to follow the efficient market hypothesis and invest passively, does an investment committee work and does a fund manager need business experience? His answers are fascinating. I hope you stick around for the full discussion and as always I hope you enjoy this conversation with Peter Phan of Castlereagh Equity. Companies mentioned: United Overseas Australia (ASX: UOS), Data#3 Ltd (ASX: DTL) Resources for this episode Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Mitchell Sneddon is joined by Gary Hui, portfolio manager at Geometrica Fund, a Sydney-based global long-short hedge fund. Gary doesn’t follow market narratives — he follows hard data. In this episode, Mitchell and Gary discuss: – Why narratives like founder-led businesses are often misleading – How Geometrica surveyed thousands of WeChat users & port data to short A2 Milk – Why ResMed’s fall was wrongly blamed on GLP-1s like Ozempic – The process of building a deep research edge using alternative data Topics Covered – Gary’s career journey: from JP Morgan to founding Geometrica – Why “good management” and “founder-led” are useless investing shortcuts – How Geometrica defines edge through logic, maths & raw data – Dissecting the A2 Milk short: port data, WeChat bots & channel stuffing – ResMed’s misunderstood GLP-1 narrative vs actual gross margin drivers – Building deep logic models and rejecting conventional wisdom – How the team finds asymmetric bets with massive skew – The role of volatility, balance sheet turnarounds & crowd psychology – Why some of the best shorts started as long ideas – How Gary views valuation as a proxy for popularity, not truth Episode Resources: Geometrica Fund case studies Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): Learn more about your ad choices. Visit megaphone.fm/adchoices

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

In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Judy Anderson-Firth, CEO of Euphemia. Together they discuss the inside story of how one of Australia’s most progressive family offices invests with purpose—backing fintech, climate tech and women-led startups. Learn how Euphemia’s investment strategy works, the red flags to watch for, and what it means to be a “network-powered” investor Topics Covered – The origin story of Euphemia & Judy’s role as CEO – Why 80%+ of Euphemia’s assets are in venture capital – Their investment thesis: fintech, climate tech, and women-led startups – How Euphemia supports founders beyond the cheque – Why investing in women isn’t just ethical—it’s good business – Red flags Euphemia looks for during due diligence – Lessons learned from startup investing & syndicate building – How investors can start supporting diverse founders today – How Euphemia invests Dom Pym’s family wealth – The venture capital strategies behind backing bold founders – Why Euphemia focuses on fintech, climate tech & women-led startups – How investors can address systemic bias in venture capital If you love learning about venture capital, founder investing and impact-driven portfolios, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Show partner resources - Visit TermPlus to learn more Resources for This Episode – Triple Bubble – Fintech fund powered by Euphemia – Judy Anderson’s LinkedIn – UBS: Gender Lens Investing Report 2025 – BCG: Why women-owned startups are a better bet (2018) – First Round Capital – 10 Year Study on Startup Trends Rask Resources 🔗 Explore all Rask services 📋 Get Financial Planning 📈 Start investing with Rask 📜 Access Show Notes ❓ Ask a question – just select the Investors Podcast 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Owen Rask speaks with Jason Ye, Director, Factors and Dividends, S&P Dow Jones Indices. Together they discuss: – How indices like the S&P 500 and ASX 200 are constructed – The logic and application of factor investing – Dividend indices and their use in Australian investing – The rise and role of ETFs and their relationship with S&P indices Topics Covered – How Jason Ye built his career in factor-based investing and indexing – History and function of S&P Dow Jones Indices – How benchmark indices like the S&P 500 and ASX 200 are built – How factor indices work (dividends, value, quality, momentum, GARP) – How ETFs use indices and the licensing process – Why dividend investing is so popular in Australia – Yield strategies and the structure of dividend indices like aristocrats – What makes a good index and why index governance matters – Future of indexing: AI, free cash flow, and global product expansion Resources for this episode: Jason's bio Research to measure sustainable dividend yield Research and Indexology Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

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

In this episode on the Australian Investors Podcast, Mitch chats with Meb Faber. Meb is a Californian-based fund manager with a suite of ETFs under his funds management banner, Cambria. His ETFs cover a wide range of asset classes and styles, from global value to cannabis. Before I knew Meb for his ETFs I knew him from his world-class podcast, The Meb Faber show. Meb has been recording this podcast since 2016 and it has featured a who's who of guests, from Patrick O'Shaughnessy, Morgan Housel to Joel Greenblatt. In this chat we cover - Meb's career and what led him to focus on quantitative analysis - The foundations of what makes a Cambria ETF - Meb breaks down his shareholder yield ETFs - Who was the most influential guest he's interviewed If this is the first time you've heard of Meb Faber, you're in for a treat. You'll be able to get lost in the back catalogue of the Meb Faber show. Episode Resources - The Meb Faber Show - Ed Thorp interview - Cambria Funds - Ask a question (select the Investors podcast) Show partner resources - Visit TermPlus to learn more Rask Resources - All services - Financial Planning - Invest with us - Access Show Notes - Ask a question - We love feedback! Follow us on social media Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG) Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Owen Rask chats with money coach and former financial adviser Karen Eley about: – The difference between financial IQ and EQ – Why money behaviour matters more than knowledge – How to improve financial wellbeing with values and emotional awareness – Practical tools to build smarter financial habits If you love learning about investing psychology and financial wellbeing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – What financial IQ (money knowledge) and EQ (money behaviour) really mean – Why EQ is often overlooked but critical to success – How money personalities and values shape financial wellbeing – Tools like the financial wheel of life and values exercises – Teaching kids financial discipline and money lessons – How to measure progress in both IQ and EQ Resources for this episode Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

Here's the uncomfortable truth: The ASX has delivered mediocre returns compared to US markets over the past decade. CBA and CSL - Australia's two biggest companies - are in freefall with a five-day market bloodbath. Banks and miners dominate our index. Meanwhile, rumours are swirling that Warren Buffett's Berkshire Hathaway has bought into Alphabet (Google). Why? Search dominance. YouTube's advertising empire. Cloud growth. AI infrastructure leadership. Alphabet represents everything the ASX isn't: tech-forward, globally dominant, and diversified across multiple revenue streams. So the big questions: Is diversification overrated? Should Aussie investors just dump the ASX entirely and invest 100% overseas? In this Australian Investors Podcast episode, Owen Rask and Drew Meredith tackle the biggest portfolio construction debates. They break down the Berkshire-Alphabet purchase, explain why Google is the best of the Magnificent 7, and debate whether concentration in quality companies beats traditional diversification strategies. They also explore home country bias, currency exposure, tax implications, and whether the S&P 500's dominance makes holding ASX stocks pointless for long-term wealth creation. Plus: DroneShield's CEO has completely exited as the selloff deepens. The Sohn Investment Conference has embraced old-school value investing with picks like senior living facilities and steel manufacturers. And the Future Fund's $261 billion portfolio is buying gold and ditching bonds amid "permacrisis" warnings. Only 1% of Australian active funds are beating growth benchmarks. Value investing is making a comeback. Owen and Drew connect all the dots. If you like this Australian Investors Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Is diversification overrated? - Concentration vs diversification in modern portfolios Did Berkshire buy Alphabet? - Why Buffett might be betting on Google Why Alphabet is the best Mag 7 - Search, YouTube, Cloud, AI infrastructure dominance Should Aussies invest 100% overseas? - ASX underperformance vs S&P 500 success DroneShield CEO exits completely - What deepening insider selling means Sohn Conference goes value - Old-school picks replace growth darlings ASX 5-day meltdown - Why CBA and CSL crashes show structural problems Resources for this episode Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Owen Rask speaks with Tony Crescenzi, Executive Vice President and Market Strategist at PIMCO, to discuss: – Why defensiveness is PIMCO’s current strategy – The lessons from over four decades in markets – The concept of a new global monetary order – Where bonds fit for modern Australian investors If you love learning about macro investing, fixed income or market strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Tony’s best non-financial investment & personal reflections – What he looks at each morning to gauge markets – Where this moment ranks in terms of global dislocation – Insights from his books and what his next one might be – Tariffs as a historic experiment & biggest market risks – How he thinks central banks will respond next – The “new global monetary order” and how it’s unfolding – Revising the 10-year yield: what’s changed? – How PIMCO expresses a defensive framework in portfolios – Advice for Aussie investors with equity-heavy portfolios – The future of the 60/40 portfolio model – Why Crescenzi maintains optimism amid macro uncertainty – AI’s potential impact on bond investors & PIMCO – What gives Tony hope and perspective as a long-term investor – What Tony would tell his younger self about markets and life Resources for This Episode Learn more about PIMCO’s outlook and strategies Tony Crescenzi at PIMCO Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Owen Rask speaks with Chris Bedingfield of Quay Global Investors about:– Why real estate is an inefficient market– How replacement cost drives long-term property value– Why global REITs offer diversification Australian REITs can’t– Where today’s best opportunities lie across global property sectorsIf you love learning about property, REITs, global markets and income investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!Follow us on Instagram and TikTok for more investing insights.Topics Covered– Why most investors use the wrong metrics to value real estate– Global vs Australian REITs — major structural differences– How Quay identifies companies trading below replacement cost– Today’s biggest opportunities across housing, storage, senior living and more– Final thoughts on cycles, risk, leverage and staying patientResources for this episodeAsk a question (select the Investors podcast)Visit TermPlus to learn more Website Youtube Event Community Event Link Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): Learn more about your ad choices. Visit megaphone.fm/adchoices

Market darling DroneShield crashed 20% in early trade after founder and CEO Oleg Vornik dumped nearly 15 million shares worth $49.5 million. What does this insider selling signal for the stock's future? In this Australian Investors Podcast episode, Owen Rask and Drew Meredith dissect the DroneShield sell-off, then dive deep into Flight Centre shares trading at $12 - down 30% this year and 80% from 2018 highs. With a 15x PE, 3.6% dividend yield, and Morningstar rating it as undervalued, is this beaten-down travel giant a buying opportunity? Drew reveals his view on Flight Centre, covering the company's record $24.5bn travel bookings, US expansion, corporate vs leisure divisions, and FY26 guidance of $305-$340m profit. Plus, they tackle your questions: Can good companies recover from founder scandals (hello WiseTech)? What stocks to buy before a China-Taiwan war? Is there a "term premium" for stocks like bonds? Why don't more people use VEU for international exposure? And much more. If you like this Australian Investors Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics answered today: - DroneShield crashes 25% - CEO dumps $49.5m in shares, what it means Flight Centre deep dive - Trading at $12, down from $60 in 2018, is it a buy? Q: WiseTech turnaround potential - Can good companies recover from founder scandals? Q: China-Taiwan war hedging - What stocks would you buy in advance of conflict? Q: Stock "term premium" - Is there an equivalent to bond term premium for long-term stock investing? Q: Why not VEU for ex-US exposure? - Best way to get developed markets ex-US in your portfolio Resources for this episode: - AFR article on ASX stocks rallying 100% - Australian Finance Podcast - Ask a question (select the Investors podcast) Show Partner Resources: Visit TermPlus to learn more Rask Resources: - All services - Financial Planning - Invest with us - Access Show Notes - Ask a question or give us feedback DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg #stockmarket #investing Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, host Mitchell Sneddon is joined by Eric Foran from Coller Capital, one of the world’s largest and longest-standing investors in private equity secondaries. Mitch first visited the Coller Capital team in New York, and when he heard Eric was visiting Australia, he grabbed the chance to bring him on the show. Secondaries might be a new term to many investors, but once you hear how they work, it makes complete sense. Rather than investing at the start of a private equity fund, Coller steps in halfway through — buying interests in funds or assets that are already operating, and providing liquidity to investors who want to exit early. Coller pioneered this market and now manages over $40 billion globally. With $200 billion in annual deal flow and increasing demand for liquidity, Eric explains why he believes this market is just getting started. So, join us for a deep dive into the booming private equity secondaries market with Eric Foran from Coller Capital, where we discuss: – How the private equity secondaries market works – Why this market now exceeds $200 billion and is still growing – The return profile and discount opportunities in secondaries – How Coller Capital builds its portfolio and evaluates deals If you love learning about private equity and alternative assets, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Resources for This Episode - Learn more about private equity secondaries - Visit TermPlus to learn more Rask Resources 🔗 Explore all Rask services 📋 Get Financial Planning 📈 Start investing with Rask 📜 Access Show Notes ❓ Ask a question – just select the Investors Podcast 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Owen Rask chats with Blake Hutchison, CEO of Flippa, about: – How Flippa became the world’s largest marketplace for digital businesses – Why investors are flocking to Shopify, YouTube, and AI-driven businesses – The infrastructure behind small business M&A in the digital age – What it takes to successfully buy or sell an online business If you love learning about digital businesses, private markets, and modern investing opportunities, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Blake Hutchison’s career journey from Lonely Planet and Zero to Flippa – How Flippa helps entrepreneurs buy and sell digital businesses globally – The most in-demand assets: Shopify, YouTube, and AI businesses – Why digital businesses trade at lower multiples than public companies – How Flippa solves the “cold start problem” in marketplaces – Deal flow, matching technology, and AI in small business M&A – Examples of entrepreneurs and strategic buyers using Flippa – Blake’s advice to his younger self on career and growth Resources for this episode Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

Michael "Mike" Kemp is a multiple-time author, super-successful private investor, former dentist, student of history and former analyst at Barefoot Investor. This podcast is the extended version of what's already appeared on The Australian Finance Podcast. It was also FILMED. In this special episode, Mike Kemp joins Owen Rask and Kate Campbell for a discussion about history, the future, human nature, his investment process, economics and living a life of purpose. VIDEO VERSION: https://youtu.be/u_oH7AU0DyU Episode resources: Mike's Book: ⁠The Ulysses Contract⁠ (Booktopia) ⁠Devil Take the Hindmost: A History of Financial Speculation⁠ ⁠Thinking Fast and Slow⁠ ⁠The Psychology of Money: Timeless lessons on wealth, greed, and happiness Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode your host, Owen Rask, chats with PIMCO portfolio manager Rob Mead on how fixed income / bond investing works, why timing matters and reasons to invest right now. If you like ETF investing, bonds, passive income, managed funds, or the stock market in general, here's what you'll get: - Rob's lessons from 20 years in bonds- Does timing matter? - Why 95% of a bond's return is the starting point - How to understand the 'yield curve' and maturities - Does Rob think now is the best time to invest in 20 years? - PIMCO's new EARN ETF and what it doesIf you like this Australian Investors Podcast episode on ETF investing, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.This podcast is proudly sponsored by PIMCO. Who is Rob Mead? Robert Mead is a managing director in the PIMCO Sydney office and co-head of Asia-Pacific portfolio management. Previously, he was an executive vice president of the PIMCO Group, based between Munich and London. Prior to joining PIMCO in 2003, he was a managing director and head of European fixed income at Citigroup Asset Management based between London and New York.He has 36 years of investment experience and holds an undergraduate degree from University of Technology, Sydney, and a graduate diploma in applied finance and investments from the Securities Institute of Australia. Episode Resources - View PIMCO ETFs - Episode with PIMCO's Kanish Chugh on Active v Passive - PIMCO's Aaditya Thakur on Aussie bonds and what an FI manager actually does - Ask a question (select the Investors podcast) Show Partner Resources - Ask a question (select the Investors podcast) - Visit TermPlus to learn more Rask Resources - All services - Financial Planning - Invest with us - Access Show Notes - Ask a question - We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG) #bondinvesting #investing #ETFs Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, Owen Rask chats with Global X ETFs portfolio manager Jess Leung about the essentials of investing in ETFs, the risks of ETFs and how ETFs work. If you like ETF investing, or the stock market in general, here's what you'll get: - ETFs 101 - How ETFs work - The different parties involved: market makers, ETF providers and investors - Risks of ETFs - 3 things to do before investing in an ETF - Are ETFs in a bubble? If you like this Australian Investors Podcast episode on ETF investing, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. This podcast is proudly sponsored by Global X. Resources for this episode Jess Leung's $100,000 portfolio episode Global X ETFs list Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

Two former ASX darlings just had their worst day in years. WiseTech shares plunged 15.9% after the AFP raided offices over alleged insider trading by founder Richard White. CSL also crashed 15.9%, wiping out $40 billion in value over two months after downgrading earnings and shelving its vaccine spin-off. In this Australian Investors Podcast episode, Owen Rask, Chief Investment Officer of Rask Invest, and Drew Meredith, Director of Wattle Partners, dissect whether these crashes are buying opportunities or serious red flags. They also tackle the uranium boom (up 74%!), reveal their biggest winners of 2025, share their #1 stock picks right now, and answer whether you can be too diversified. Remember who predicted the uranium surge at our Rask Live event? This one's aged well. If you like this Australian Investors Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered – WiseTech AFP raid – Buying opportunity or knife-catching disaster? – CSL crashes 16% – $40B wipeout and what went wrong – Uranium ETFs surge 74% – Someone called it at Rask Live – 19 ASX stocks doubled in 2025 – highest level in 6 years – Black swan stock pick – If you could only buy one stock forever – Can you be too diversified? – Portfolio construction mistakes – Our #1 stock on the market right now – Drew and Owen reveal their top picks Chapters (approximate) (00:00) Introduction (03:56) KKR stock (06:36) Will AI replace Drew? (08:35) Amazon corporate job cuts (10:17) Drew's favourite business right now (11:34) WiseTech (ASX:WTC) (14:51) CSL (ASX:CSL) (22:03) WiseTech (ASX:WTC) (28:29) Domino's Pizza (NASDAQ: DPZ) (34:44) Over & Under (38:12) Microsoft nuclear power plant (43:31) Guy Debelle private credit article (45:50) Listener questions (46:45) One stock - long term (48:36) WiseTech, buy or red flag? (50:26) Bonds or offset account? (51:34) Can you be too diversified? (57:13) Drew's Dad Joke Resources for this episode – AFR article on ASX stocks rallying 100% – Australian Finance Podcast – Ask a question (select the Investors podcast) – Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Owen Rask chats with Scott Carmichael of Escala Partners about: – How wealthy families build and preserve wealth – The challenges of transferring wealth across generations – Investment strategies for newly exited business owners – Traits of successful families and the importance of governance If you love learning about wealth management, succession planning, and investing for the long term, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – The T1, T2, T3 framework for family wealth – Scott’s career journey from investment banking to Escala Partners – How ultra-wealthy families create wealth (and the traits they share) – What “day one” looks like after selling a business – The role of investment policy statements (IPS) in long-term wealth planning – Why communication and governance are critical to prevent wealth loss – Lessons families can pass on that aren’t financial – Scott’s advice to his younger self about money and life Resources for this episode - Ask a question (select the Investors podcast) Show partner resources Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources - All services - Financial Planning - Invest with us - Access Show Notes - Ask a question - We love feedback! Follow us on social media – Instagram: [@rask.invest] – TikTok: [@rask.invest] DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

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

In this Australian Investors Podcast episode Owen Rask and Drew Meredith dive into the gold price collapse, Tesla's results and global small cap ETFs. If you like high growth investing, or stocks in general, you'll get the names and analysis of: - The gold price sell-off - Tesla's results - The launch of Tesla autopilot in Australia - The best way to invest in global small cap ETFs - How to write an investment thesis - QSML or Qiao Ma's fund? If you like this Australian Investors Podcast episode on gold and tech, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Questions answered today: Q1 - Keen to hear your thoughts on the ETF QSML, do you think it’s a decent way for the average investor to get some small-cap diversification? Q2 - You have often mentioned using an investment thesis. What's your advice on writing your own? Q3 - I feel like I’m all over the shop. Can you be too diversified? Episode Resources - Diary of a CEO, with Cathie Wood - Qiao Ma episode on Rask - Owen's full autopilot drive - Free trial to advanced stock valuation tools (used by Owen) - Ask a question (select the Investors podcast) - Visit TermPlus to learn more - Buy Gemma’s book “The Money Reset” Show partner resources - Join Pearler using code “RASK” for $15 of Pearler Credit - Get 50% off your first two months using PocketSmith - View Betashares range of funds Rask Resources - All services - Financial Planning - Invest with us - Access Show Notes - Ask a question or give us feedback DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG) Learn more about your ad choices. Visit megaphone.fm/adchoices

Jump back to 2021 and Neuren Pharmaceuticals Ltd (ASX: NEU) share price consistently traded around $1.50 and occasionally breached $2. Within three years it would hit a high of $25 a share. NEU received FDA approval for a drug called Trofenetide, a drug which treats a rare syndrome called Rett Syndrome. With a drug on the shelves in the US, NEU now has the cashflows to self-fund the next leg of growth. In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Jon Pilcher, CEO of Neuren Pharmaceuticals (ASX: NEU) to discuss: – The impact of trofinetide on Rett syndrome patients and families – How Neuren partnered to distribute trofinetide in the US – The lifecycle of drug development – Neuren’s ability to self-fund future R&D and the opportunity with NNZ-2591 – Company culture and separating share price from business performance If you love learning about ASX biotechs and healthcare investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Topics Covered – Trofinetide’s life-changing impact on Rett syndrome patients – The commercialisation and distribution partnership in the US – Stages of drug development explained – Neuren’s strategy to self-fund future growth – The culture at Neuren Pharmaceuticals – The potential of NNZ-2591 and timelines for progress – Why investors should separate business performance from share price movement Resources for This Episode – Neuren Pharmaceuticals – Trail to a Texas Trial – Visit TermPlus to learn more Rask Resources 🔗 Explore all Rask services 📋 Get Financial Planning 📈 Start investing with Rask 📜 Access Show Notes ❓ Ask a question – just select the Investors Podcast 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Owen Rask sits down with David Gardner (co-founder of The Motley Fool and author of Rule Breaker Investing) to discuss: – Beating the market vs indexing – The “lose to win” philosophy and position sizing – The six traits of rule-breaker companies – Conscious capitalism, purpose and culture If you love learning about growth investing and finding outliers, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Beating the market: why David still believes individuals can outperform and why most don’t try – Lose to win: accepting frequent small losses to capture rare, massive winners (Babe Ruth analogy) – Six rule-breaker traits: top dog & first mover, sustainable edge, strong price action, leadership/backers, brand love, and “overvalued” narratives – Final thoughts & how to learn more: AI’s role in research (not a reason to quit stock picking) and making portfolios reflect our best vision for our future Chapters (approximate) (00:00) Introduction (03:55) The Optimistic Investor: David Gardner's Journey (07:42) The Power of Stock Picking: A Historical Perspective (11:41) The Art of Writing: Crafting a Book on Investing (27:06) Embracing Loss: Lessons from Babe Ruth and Investing (37:00) The Six Traits of Rule Breaker Stocks (42:27) Traits of Rule Breaker Companies: A Deep Dive (46:40) The Importance of Overvaluation in Stock Selection (47:51) Learning from Past Mistakes: The Yahoo Experience (49:46) Identifying Top Dogs: The Case of Tesla (58:46) The Role of Consumer Experience in Investing (1:03:58) Conscious Capitalism: Merging Profit with Purpose (1:09:38) The Future of AI in Investing (1:17:59) Long-Term Thinking in Investing Resources for this episode Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, Owen Rask and Drew Meredith dive into Tesla Inc (NASDAQ: TSLA), WiseTech Global Ltd (ASX:WTC) and Pro Medicus Ltd (ASX:PME) and whether, or not, it's time to buy. If you like high growth investing, or stocks in general, you'll get the names and analysis of: - Tesla - Pro Medicus - WiseTech - Gold ETFs (and gold in general) - Trump's plan for Gaza - The impact of BHP Group Ltd (ASX:BHP) selling in Chinese Yuan (and NOT US dollars) - Washington H. Soul Pattinson & Co. Ltd (ASX: SOL) and more If you like this Australian Investors Podcast episode on rapid-growth companies, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Questions answered today What are your thoughts on the new range of ETFs Avantis has bought to Australia? - Prado@BeachHouse SOL PATTS is down 14% in a month, is this just some profit taking after the recent Brickworks merger or am I missing something else going on here? - Sell my SOL? Since Owen's bet, Wisetech's share price has gone backwards. Is he still confident in the company breaking the top 20 and winning the cash? - Dicky White How often are derivatives used by investors and are there any ETFs that involve them? - Free the bird Resources for this episode - Free trial to advanced stock valuation tools (used by Owen): Tikr.com/rask - Ask a question (select the Investors podcast): https://bit.ly/R-quest -Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Owen Rask is joined by Marc Jocum to discuss: – Why ASX returns may not repeat the 13% long-run average – The role of income vs growth in portfolios – ETF strategies like A300, ZYAU and AYLD – Why valuations, CAPE ratios and global diversification matter If you love learning about valuations, ETFs, and smart long-term investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. In this episode we cover: – Why historical ASX returns (13%) may not repeat going forward – Understanding income vs growth in today’s market – ETFs explained: A300, ZYAU, AYLD, and GARP – How to manage behaviour, psychology and optimism in investing Resources for this episode Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Owen Rask talks with Joe Magyer about: – Why Joe launched Seaplane Ventures and the edge of a solo GP – Transitioning from public markets to early-stage venture – How to read unit economics and spot real network effects early – AI’s impact on venture and today’s warmer but selective market If you love learning about venture capital, SaaS and network effects, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Seaplane Ventures 101: motivation, fund structure and why Austin helps but isn’t everything – Process to “yes”: sourcing, diligence checklists, founder fit, reference calls and valuation context – The market now: post-2021 reset, AI-led momentum and where competition still bites (allocations) – Final thoughts & how to learn more: why pre-seed/seed remain attractive and where craftsmanship still wins Show partner resources Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

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

In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Alan Pullen (Magellan Investment Partners)—in conjunction with the Australian Shareholders Association (ASA)—to unpack Magellan’s research process, position sizing and three companies piquing his curiosity right now: Alphabet/Google, Nike (and Adidas) and Universal Music Group. They cover: – Alphabet’s evolving search moat and Gen AI disruption (plus YouTube, Google Cloud and Waymo) – Nike’s stumble and potential recovery (DTC pivot, product innovation and wholesale partners) – Universal Music Group’s “toll road” economics in streaming – Magellan’s analyst workflow, incentives, and risk lens If you love learning about long-term, quality-focused global investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – How Magellan filters 1,600 stocks to ~200 quality names and vets moats, risks and reinvestment runways – Alphabet’s two-sided setup: legacy search profits vs Gen AI search, and the roles of YouTube, GCP and Waymo – Nike’s missteps (DTC pivot, weaker innovation) and what a credible turnaround could look like; Adidas as #2 and China dynamics – Universal Music Group’s bargaining power with streamers and artists, and key risks to label economics – Lessons learned: avoid leverage, start early, nurture curiosity; Howard Marks’ memos; “Bank of Dad” compounding chat with teens – Final notes and how to learn more Resources for this episode – Visit TermPlus to learn more Chapters (approximate) (00:00) Introduction (01:43) A Day in the Life of Alan Pullen (06:43) Investment Philosophy and Team Structure (14:00) The Analyst's Role in Investment Decisions (18:52) Curiosity in Investing: Companies of Interest (31:09) Exploring Sportswear Giants: Nike and Adidas (32:41) Opportunities in Athletic Wear: Nike vs. Adidas (34:08) Market Dynamics and Consumer Strategies (36:19) Contrarian Investing: Identifying Value in Downturns (37:27) Consumer Spending Trends and Economic Indicators (38:24) Universal Music Group: A Unique Investment Perspective (42:01) Risks in the Music Industry: Balancing Power (44:07) Lessons from Past Investments: The Dangers of Leverage (46:58) Investment Wisdom: Insights from Howard Marks (48:40) Advice for Young Investors: Start Early and Avoid Leverage Rask Resources 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your hosts Mitchell and Drew Meredith discuss: – AGM season watch-list (BHP, Mineral Resources and more) – BHP’s China headwinds and iron ore implications – Private credit due diligence and Term Plus Q&A – Cyber security tailwinds, Asahi’s outage and ETF picks If you love learning about investing trends, ETFs and ASX news, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – AGM season preview: what we’re watching across the ASX, plus Mineral Resources governance chatter – BHP & China: iron ore dynamics when geopolitics meets markets – AP Eagers’ $1b Canadian deal: expansion risks and frameworks for offshore moves – Private credit 101: ASIC context, due diligence must-haves, and Term Plus insights with Nehemiah Richardson – Cyber security risk in real life: Asahi’s Japan outage and why cyber security spend is rising – HACK vs BUG: how we think about satellite exposure to cyber security – US government shutdowns: what history says for markets – Community & portfolios: Rask community highlights, winners/laggards, and a dad joke to finish Resources for this episode Ask a question (select the Investors podcast) REP 814 Private credit in Australia Show partner resources Visit TermPlus to learn more Chapters (approximate) (00:00) Introduction (02:29) Getting Spotted in Public (07:25) Finance News (10:32) BHP ASX:BHP (15:55) WiseTech ASX:WTC (16:50) Eagers Automotive ASX:APE (19:58) Macquarie Group ASX:MQG (24:31) Returns: Too Good to Be True (29:53) Southern Cross ASX:SXL & Seven West ASX:SWM (36:14) Nehemiah Richardson, TermPlus (36:54) Understanding Private Credit in Australia (44:58) Misconceptions in Private Credit (48:11) Due Diligence in Private Credit Investments (53:05) Asahi Japan Cyber Attack (55:07) Cyber Security Stocks (1:00:20) U.S. Government Shutdown (1:02:57) Fake Portfolios Update (1:05:48) Drew's Dad Joke Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Owen Rask sits down with Robert Millner (Chairman) and Todd Barlow (CEO) of Washington H. Soul Pattinson (ASX:SOL) to explore one of Australia’s most remarkable investment stories: – How Soul Patts achieved dividend aristocrat status with 120+ years of payouts – Why the Brickworks merger made sense and what it means for investors – The secrets behind Soul Patts’ long-term investing approach – How the team thinks about diversification, private markets, and future opportunities If you love learning about long-term investing and dividend growth, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – How Soul Patts built its dividend track record since 1903 – Why the Brickworks merger and Milton deal were strategically important – Soul Patts’ “opportunity-led” investment philosophy and culture – Final thoughts on dividends, long-term growth, and what excites Rob Millner and Todd Barlow about the future Resources for this episode - Learn more about Soul Patts here- Attend their upcoming Shareholder Briefings (set for the first week of October 2025) here - Ask a question (select the Investors podcast) - Visit TermPlus to learn more Rask Resources - All services - Financial Planning - Invest with us - Access Show Notes - Ask a question - We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG) Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Owen Rask sits down with Aaditya Thakur (PIMCO) to discuss: – What a bond fund manager actually does – The role of macroeconomic forecasting in fixed income – PIMCO’s multi-layered investment process – Why bonds still matter for investors in 2025 If you love learning about fixed income and asset allocation, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube Follow us on Instagram and TikTok for more investing insights. ~~Topics Covered~~ – What a bond portfolio manager actually does day to day – Top-down vs. bottom-up bond analysis – How PIMCO runs global investment strategy sessions – Why bonds offer diversification and income for Aussie investors ~~Resources for This Episode~~ - Visit TermPlus to learn more - Learn more about PIMCO - Pimco Australian bond fund - Pimco ETFs ~~ Rask Resources ~~ 🔗 Explore all Rask services 📋 Get Financial Planning 📈 Start investing with Rask 📜 Access Show Notes ❓ Ask a question – just select the Investors Podcast 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your hosts Owen Rask and Karen Eley discuss: – Why many people struggle to start investing – The role of fear, self-trust, and money stories in investing – How couples can build financial intimacy and overcome money biases – Practical strategies to build confidence and start investing If you love learning about investing psychology and practical money habits, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered: – Why self-doubt and fear hold people back from investing – Common money stories and how they shape financial behaviour – Building self-trust and financial intimacy in relationships – Practical strategies like planning, automation, and journaling – How to overcome behavioural biases such as overconfidence, recency bias, and anchoring – Simple steps to finally start investing Resources for this episode ⁠Karen's coaching website & quiz⁠ ⁠Karen's corporate bookings⁠ Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your hosts Drew Meredith and Mitch discuss: – ASIC’s stop order on Latrobe Financial – Transurban’s planned New Zealand toll road acquisition – Reese’s (ASX:REH) buyback and market reaction – AI’s trillion-dollar investment cycle and ETF impacts If you love learning about investing, corporate Australia, and global megatrends, subscribe to the Australian Investors Podcast on **Apple, Spotify, or YouTube!** Follow us on Instagram and TikTok for more investing insights. Topics Covered: – The top 10 most powerful people in corporate Australia for 2025 – ASIC’s stop order on Latrobe Financial and private credit concerns – Transurban’s New Zealand toll road expansion – Reese’s (ASX:REH) share buyback and capital allocation – The AI mega-investment cycle, Nvidia, and energy demand – ETF flows and whether they push up stock prices – Diversification risks in employee share schemes – Listener Q&A on borrowing against shares, ETFs, and property Resources for this episode Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

ETF portfolio manager Jess Leung from Global X joins the Australian Investors Podcast to build a $100k ETF portfolio and share her strategy for long-term investing. In this Australian Investors Podcast episode, your hosts Owen Rask and Jess Leung discuss: – Jess’s journey from stock picking to ETF portfolio management – The role of an ETF portfolio manager and the Global X approach – How to construct a $100k portfolio using Global X ETFs – Core, satellite, and thematic ETF strategies for long-term investors If you love learning about ETFs, portfolio construction and investing strategies, subscribe to the Australian Investors Podcast** on [Apple](https://podcasts.apple.com/au/podcast/australian-investors-podcast/id1414707038), [Spotify](https://open.spotify.com/show/6RhitW2pBXlhKnXPVFF5Ok), or [YouTube](https://www.youtube.com/channel/UCvOPFdkhCBIK2Y5QbDtOZXA)! Follow us on [Instagram](https://www.instagram.com/rask.invest/) and [TikTok](https://www.tiktok.com/@rask.invest) for more investing insights. Topics Covered – Jess’s origin story and career in ETFs – The $100k ETF portfolio challenge – Portfolio construction strategies: core, satellite, and thematic exposures – Final thoughts on keeping investing simple and consistent Rask Resources 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: [@rask.invest](https://www.instagram.com/rask.invest/) – TikTok: [@rask.invest](https://www.tiktok.com/@rask.invest) DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Owen Rask sits down with Kanish Chugh (from PIMCO) to discuss: - The hybrid securities market and why APRA is phasing out bank hybrids – What income investors (especially retirees) should consider in 2025 – The outlook for fixed income, bonds and private credit as interest rates fall – PIMCO’s research-backed strategy for income investors post-hybrids If you love learning about income investing, fixed income or portfolio construction, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – What are hybrid securities and why APRA is shutting them down by 2032 – What this means for income-focused investors and superannuation strategies – How hybrids work compared to bonds and floating rate securities – The impact of falling interest rates on income investments – PIMCO’s research into 38 hybrids and how it’s building portfolios to match risk-return – Portfolio construction: replacing hybrids with bonds, credit and active income strategies – How to evaluate ETF yields and how PIMCO builds diversified fixed income portfolios – Final thoughts on risk, private credit, and doing your research ~~ Episode Resources ~~ – PIMCO hybrid analysis – Libby Cantrill – Visit TermPlus to learn more – Learn more about PIMCO ~~ Rask Resources ~~ - All services - Financial Planning - Invest with us - Access Show Notes - Ask a question DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your hosts Drew and Mitch dive into: – Mitch in the US: MIT nanotech, private equity & Future Proof Festival – The Santos (ASX:STO) takeover collapse and market reaction – ETF innovation in the US and lessons for Australian investors – Practical ETF selection tips and portfolio strategies If you love learning about investing, markets, and ETFs, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – What Mitch learned from MIT, Harvard, and private equity leaders in the US – How the Santos takeover collapse reshaped the energy sector – Why ETF white labelling is booming in the US and may head to Australia – Capital gains tax explained simply for investors Rask Resources 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest Disclaimer This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. Learn more about your ad choices. Visit megaphone.fm/adchoices